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ALM and Time Range
Good afternoon everyone, Our model already has a production model and a development model. We want to add a test model which, for volumetric reasons, would only include the time range of the current year. Is it possible to create a test model that would have a different time range than our development and production…
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Application Lifecycle Management (ALM) (313)
Overview Application Lifecycle Management (ALM) enables clients to effectively manage the development, testing, deployment, and ongoing maintenance of applications in Anaplan. With ALM, changes can be introduced without disrupting business operations by securely and efficiently managing and updating your applications with…
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ALM Production Model - Changes to Dashboards and Saved Views in Modules
Hello, We recently started using ALM a couple of months ago and are still learning. I had two questions related to making changes in the Production Models as workspace administrators. 1) Dashboard changes - Is there a way to make changes to dashboards in the production model as a workspace administrator? This is not for…
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Workspace access
Hi, I am starting my Level 1 model building self-service training. I do not know process to request workspace access through my company: anaplan administrator details are not known or available. Where can I find the right point of contacts?
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Generate Certificate Authority For Integration Script for Single Sign ON
hey , How can we generate Certificate Authority Certificates for Integration in Anaplan through Script file. Thanking you in anticipation. Regards, Pratyaksh
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User access automation for multiple selective access members
Hi, I am trying to automate user management from dashboard. For selective access I have to add multiple members of same hierarchy. Is it possible to import data to users list for multiple members from same hierarchy for selective access.
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Automating User Access
Automating User Access (308) Summary: Users can be automatically added to a model through an Import process. At the same time, you can also set their Model Role and Selective Access information automatically. This training covers what you need to know to perform this process. Course Objectives: By the end of this class,…
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Planual Explained - Day 4
Note from @JaredDolich : I'm proud to be collaborating with @Misbah to add some detail to the Planual. You can refer to @Misbah's original post here. The Planual is located here. "Rule 1.05-02": Article 1, Chapter 5, and Rule 2 “Always use a code.” Using codes is more efficient for loading and using lists so strive to…
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Tenant Admin Console - Some Users are Missing
Community, I am very fortunate to have been granted access as a tenant admin for the consulting group I work for. I want to grant page builder access to some of the active users but I noticed some are missing. Does anyone know why that might be?
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how to extract the user list with login history from the Adminstration page?
How do we export the user list with the login history? What kind of access is needed? I'm workspace admin and don't seem to have access?
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Default File - See & Use
Hi team, When discussing the Default file in L2MB the training states setting the Default File sets you can see and use the file. I'm not 100% sure what this is referring to because my understanding is: - You select between No, Admins Only & Everyone for 'Set Default File' - You are only able to view the Actions/Imports…
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Form action greyed out on grid card in New UX?
Hi all, Can anyone help me understand why I am not allowed to open a form from a grid card? The option is greyed out. I am able to open the form from a field card, but not from the grid card. See screenshot below.
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Filter in Saved View
Hi, I have seen instances where the filters applied in saved views gets crashed, either as we proceed with the development or while ALM (the production marks the filter as crashed while the Dev Model still have the filter intact, then we have to remove and reapply the same filter and move back to Prod, and then it works).…
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New UX with ALM
Hi, In ALM, we can easily copy the models and change the mode of one model to Deployed Mode. We can use "Compare & Sync" to sync the structural changes to the Production Model from Development model. Is there a way to do the same for the apps that we create in new UX wherein if we develop apps and pages from a model and if…
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Import Error - Source Model Archived
Hi team, I'm receiving a 'Source Model Archived' error when creating an Import from another model. This source model is not archived as I can access it and I have checked whether it is archived, it is not Any idea why this error would be presenting? Thanks Mark
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New Release: Log in with SSO from Front Door
Anaplan has released the new feature on its platform - Log in with Single Sign On (SSO) Excerpts from Release Page: This link is visible under the email address field. The enhancement will direct users to their SSO provider's portal page to enter their credentials.If they have clicked on a destination to Anaplan, after…
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Selective Access - SUM
Hi team, I have an #Employees list with Selective Access enabled. The Source module has the #Employees list with properties such as Department etc as line items. My target module has Department as a Dimension and I wish to SUM on Department but it is returning the value of all the List items with that Department, not just…
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how to delete unused list items
Hi, I need to reduce the size of my model, and need to delete some unused lists. how to do that? Sorry, I am not expert. thanks, Shaj
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ALM and create action
Hi In a normal non ALM model, I am able to have a button, a create action, on my dashboard. This adds an item to a list called Rate Range L2, which is a child of Rate Range L1. This allows me to let users create a new line so they can add date ranges. they have to manually add the start and end date in the module, but that…
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Anaplan Connect for Single Sign On
Through Anaplan Connect we can automate the process for import and other actions by running batch files but what in case of Single Sign On feature in which we don't have User ID and Password of users so what to mention as identity in batch file.
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Filtering on USER
Hi Team, I'm wanting to filter a list dependent on which USER is viewing the module but I do not want to include USER as a dimension in the module I have a Filter Module which has the Department List, USER list and a Boolean line item to indicate which Users I wish to have view access/filter access to Departments The…
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Import Help requested
Dear Friends, I receive this file every month from the vendor. I want to automate the process of adding the file. I want to follow the process of certification. Please tell me, how is it done.
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Production sync done with a bug in DEV Model
Hi, When we make a Production move and down the line 2 weeks, we get to know the production moved with an error, and there is lot of data added by the client in this time, what would be the best possible ways to fix the issue? 1. Move the production back to the last revision, fix the Dev and do a sync again? but then there…
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False Boolean Action
Hi Team, I have a Override Boolean line item in 1 of my Selective Access modules that I would like to create an Action for to set all the items to FALSE. This would be done when the Selective Access admin tasks are being executed and we wish to start with a clean slate I know that I can go into the module, set the Formula…
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If I don't mark a list as Production List, what will happen? Since I don't modify my list often.
As I read, if I mark a list as Production List. I can make changes to it, even in Deployed mode. What type of changes? Properties, Subsets, Code?
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Show/hide pages in new UX w.r.t user groups / roles
In Anaplan workspace, after we set the configurations for modules, versions, lists, actions w.r.t multiple roles, we have the option of going to "Contents Panel" and hide the modules accessible for the roles and only display the dashboards for the end users. In the new UX, we also build pages which is also controlled based…
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Hierachy Import
I have lists with 6 levels of hierarchy. I want to pull data for level 3 from the highlighted module. Is it possible not by using parent function but by simple import to pull the data. What I was thinking, I pull the data for L1 and then use parent and item function. In that case, friends suggest me, what will be the…
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New UX Functionality and Benefits
Hi Friends, Can someone explain what is new UX in Anaplan? What are Pages, Worksheets? What are their functions? Earlier how we used to handle those, when this UX was absent?
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Selective Import
In Anaplan we have. Now we want to maintain monthly data appending. This works fine. Next I find the old actual data for some records was incorrectly entered. I update it in the Hub but it doesn't get reflected in automatic process, as it takes the old values. I don't want to select the other option as my old data might…
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Compare before Add Revision Tag
We badly need an option to compare the current changes against the latest ALM Revision or any prior Revisions before creating a New Revision Tag (Add Revision Tag). Currently the Compare option let us compare the changes between any existing revision tags only and not against the current changes, yet to be check in/ yet to…