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Compound Function SUM & LOOKUP OEG Enablement Scenario
I am following this micro-lesson on compound functions. I understand the overall point that these two functions should not be used in the same line item. However, I am not understanding this specific example. DAT01 is dimensioned by stores, region, time and CAL01 is as well. So the "Original Formula" is housed in the CAL01…
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How to perform different calculations across list members in a hierarchy?
I came across the following situation and wanted to get more input on how others might handle this. If I am looking at a standard P&L hierarchy where the P&L lines are list members, is there a simple way to use Anaplan to calculate a line item differently for different list members (that doesn't involve long nested IF…
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How to Efficiently Manage Version Control in Anaplan Models?
Hi everyone I've been working with Anaplan for a few months now and am getting more comfortable with its functionalities. However, I’m facing some challenges with version control in our Anaplan models. We often have to make updates and changes, and ensuring that these are managed efficiently without disrupting our live…
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Boolean oriented Show/Hide & Variance
Given a module which has Time(quarter) dimension, Total $ (line item), Scenarios(list, dynamically user created). On a dashboard view, how can we let user choose which Scenario they want to see based on boolean and create variances of selected scenario?
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Why one option in a dropdown list can not be selected!
Not sure any body has same experience. I have a numbered list, and is used as format for a line item. And set filter of this line item as Selective Access and Dependent. Then I can find all these option as drop down list, but can not select the last option in the list (marked as red color). Mouse can move over this option…
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Is there a way to get a timestamp automatically added to an export file name
It would be super helpful to have the timestamp as part of the export file name in Anaplan, especially when clients run reports every day during the budget season. Is it possible to do? And do automatically?
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ISFIRSTOCCURRENCE not providing the correct result
Hi Anaplanners, I was trying to setup a simple isfirstoccurrence formula and I couldn't get to the correct result: In screenshot below, I have the module dimensioned by #P3b_Child Territory, which has a parent. I want to use the isfirstoccurrence formula to only show true for the first appearance of "Americas" in the LI…
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Level 1 8.5.3 Volume Inputs
I thought I did everything correctly, received successful confirmation that it uploaded. However, data does not match source data. What am I doing wrong?
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I have a source module that has FY time period (eg- FY25 to FY29) and target module have
I have a source module that has FY time period (eg- FY25 to FY29) and target module have dimension with product and country as other dimension. I am not able to connect as getting Time format error. I have selected Period- YY in the mapping. Please help.
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alternative hierarchy
Hi Anaplan community, I get a request from the business to add another view to the aggregation of the organizational hierarchy in an existing model. Currently we have a couple of sites, rolling up into platforms, rolling up into "Global Manufacturing" or "Global Overhead". This is currently setup using hierarchical lists…
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Formula to Calculate the Representative Week (number) for each Date
I need to calculate which date each week represents, I have a Weeks Attribute Module. I have tried some formulas but they did not work. I would really appreciate if someone could give me some advice or a direction.😊
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What is the best way to secure employee salary data to a central admin?
Hello - We are designing our first FP&A model and currently employee data is within that model. We would like only one person in the organization to be able to have access to all company salary data to keep detail by person secure to all other users. The issue we are running into is if you have a model builder role, you…
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How to create a view and dashboard with data like this.
I have been given a sheet like this I have uploaded it into a single ( Master Flat) list using properties for each of the columns I then went ahead and put the data into a module and then created lists for columns ( region ,state, department ) that have duplicates using a view with the first occurrence formula to help the…
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Anaplan Optimizer - Balanced Allocation
Hello everyone, Really hoping one of you bright-minded individuals can help me progress on a persistent issue. I am essentially doing a replica of the "T1.3 Allocation with Product & Line Compatibility" from the Optimizer Toolbox: But! My objective is not to minimize cost. Instead I have a guideline allocation of the…
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Help Needed with COUNTIF Equivalent Formula in Anaplan
Hi Anaplanners, I have a doubt about Anaplan. I know it's a silly question, but I'm not able to solve it in Anaplan. If anyone has an idea, please explain it to me. I have attached a screenshot to this post for reference. Problem:In Excel, please refer to the N column, which is already highlighted. They are using the…
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Automate model copy
Is there a way to schedule or automate the process of copying a model?
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Anaplan users and inherited user rights for models in the same workspace (workspace admin)
Hi I think Anaplan should change the inherited access rights to models in workspaces. When creating users, it is easy to give a user access level when creating a user BUT the problem is this becomes inherited in other models in the same workspace. There is a workaround - give no access when setting up the user then specify…
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ALM related question
I made some changes to our development model today and when we came to promote via ALM, the comparison report shows some item that we had not anticipated or expected. The comparison report has a section headed “Data Source Changes”. I made one change to the actions to add a new import action changed it’s sequence to the…
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Boolean Automate
Is it possible to make the boolean automatically uncheck itself based on date provided from another/same module? For e.g. In the picture, date is set to be 7/18/2024. How to make Q1 FY24 uncheck and let others stay checked?
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Put the value of a selector on a UX page in a line item
Hello, is it possible to put the value of a selector on top of a ux page(in this case it is a certain KPI) in a line item? If possible, I would like to use that selection as a lookup in a line item subset to calculate the Compound annual growth rate of that value. I can do this via a field that feeds a line item but then…
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Import error: invalid name
Hello, I am trying to run a import into a list in order to update the item code as per what the user inputs. However I get this error: This is the module view I am importing . I want "New VAT Number" to be the new item code: Here is the action: What is wrong? Thanks, Luca
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Is it possible to have a chart with a dropdown selection to show either weeks, months, quarters?
For example, if I have sales numbers w.r.t to time, however I want a single chart on front end that has a dropdown selection to switch between lets say 6 weeks, 6 months, 6 quarters as 3 options, how can we achieve that?
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Security: one user only allowed to update data
Hello, I need to customize a solution for one user only. In particular, I want this one user to be the only one who's able to check the "Update VAT Number?" boolean and type in the "New VAT number" cell. However, the rest of the module needs to stay editable for all the user. The UX will then display all the columns,…
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Any tips for reviewing the Model Map?
Hi I was wondering if anyone could share with me any tips that they use when exploring a new model using the model map please? Whilst I understand the basic functionality of using the model map, I am finding it very difficult to get a good understanding of the model and the relevant modules involved, because the model is…
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Circulance References Issue
When apply formula on Confirm Purchase Order Receipt line in the INV01 Inventory Ordering Module i'm getting error
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Convert Date Format
I need to convert a date-formatted line item into the YY-MM format. Could anyone suggest a more efficient method or confirm if this solution is optimal?
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Best practices to clean up models (especially Actions)
Hi everyone, Trying to get some ideas and best practices from this great community on how to clean up unused fields in Actions. I recently deleted some line items that I was no longer using. There was nothing in the "Reference by" column so it made sense. But they were linked to some Actions to Spoke models and I ended up…
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Produce random numbers
Hi, I was wondering if there is anyway to have random number generator? Thanks
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Random number generator
Is there a way to generate random numbers from a defined range of numbers so that the numbers being changed regularly in a module every time we refresh the model or just run an action?
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8.6.4 Activity: REV03 Margin Calculation Error
I am working on activity 8.6.4 Activity: Add Formulas to Margin Calculation Module I have some different numbers to what are there in the screenshot shared in the lesson after Check Your Work. Can someone guide me on what I am doing wrong I am attaching my numbers screenshot of what I get for output and the blueprint view.