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Harnessing LLMs for enhanced Anaplan planning
Author: Joe van Bolderen is a Certified Master Anaplanner and founder of Van Bolderen Consulting Group. Introduction AI is changing the business landscape. The integration of external AI systems, particularly Generative Pre-trained Transformer (GPT) models, into Anaplan's ecosystem marks a significant shift for the…
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Spring cleaning your Anaplan experience: Best practices for model optimization
Author: Wendy Wen is a Certified Master Anaplanner and Senior Director at Globalization Partners. As we embrace the arrival of spring, it's an opportune moment to fine-tune your Anaplan experience, enhance model efficiency, and elevate user satisfaction. In this blog post, I will delve into essential best practices and…
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Unlocking High-Efficiency Data Uploads in Anaplan: A Multithreading Approach
In cloud-based business planning, the ability to swiftly and effectively upload large datasets is an important aspect of maintaining up-to-date planning. This post introduces the concept of multithreading to enhance data upload speeds to Anaplan significantly. This approach, however, is specifically tailored for data…
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How I Built It: Replacing the "group by" function of Excel in Anaplan
About the Author: Damien Bouquier has been a Certified Master Anaplanner for 5+ years and has developed solutions across a wide range of industries for FP&A, supply chain, and sales operations planning use cases. Hi Anaplan Community! Excel allows you to group and ungroup data areas to explore the data. Anaplan does not…
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Anaplan coach’s playbook
Author: Arun Thakar, Certified Master Anaplanner and Vice President in the banking industry. Seldom has there been a time where a single model builder can solve all an enterprise’s business problems on their own. Anaplan engagements work better with more people than with just the efforts of an individual. That being said,…
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April 30 event: Quarterly customer platform release
We are thrilled to invite you to our upcoming new platform release webinar series, where we will highlight the most recent feature releases and how to take advantage of these in your environment. If you are a model builder or end-user of the Anaplan platform, this is your opportunity to hear from our internal Operational…
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Transforming technical field officer alignment and quota planning: Anaplan's impact
Author: Aman Gupta is a Certified Master Anaplanner and Sr. Business Solution Consultant at Voiant Group. The integration of Anaplan marked a significant turning point in operational efficiency for our software client. Empowered by advanced data visualization and analysis tools, this consultancy enables IT professionals to…
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March 2024 platform releases
For our full March 2024 release announcement, please visit the product blog. The information below offers supplemental information to that post. Planning & Modeling New Modules Inventory Beta version release of a new way to view, manage, and analyze modules which will provide builders the ability to sort, select attributes…
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Performance tuning in Anaplan’s Optimizer
Author: Mike Henderson is a Principal Solution Architect at Anaplan. A question recently came up from a customer regarding Anaplan Optimizer, and I thought it would be useful to share the answer with the broader Community. For background, Optimizer uses linear programming to quickly solve complex problems involving…
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[UPDATED] Summary Calculations with the User List
Author: Rob Marshall, Director of Architecture and Performance at Anaplan, Operational Excellence Group (OEG). Prior to the February 2024, users were not allowed to use aggregation functions (SUM, ALL, ANY, AVERAGE, FIRSTNONBLANK, LASTNONBLANK, MAX, MIN, RANK) when having the Users list in a module because the system could…
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Creating a Data Integration Schema for your Models
A data integration schema describes the integration and flow of data across systems. It will typically consist of a combination of diagrams, tables, and other visual components that provide the ability to quickly understand the flow of data. In an Anaplan context, a data integration schema outlines the movement of data…
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Get to know the model experience as an end-user
Welcome to the Anaplan modeling experience (MX)! The Anaplan functionality you know and love, with a modern look and feel and simplified, intuitive navigation. In February 2023, the updated model experience became the default for all users. In April 2024 the ability to toggle back to the old classic experience will be…
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Conditional Icons for KPI Cards
For KPI cards, we can set up conditional formatting, but it only gives us the option to set a dot/circle next to the metric. We want the ability to have icons appear in this space. For example, if a number is positive, we would like to have a green up arrow, and for negative values a red down arrow. This would be a great…
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Ability to change number scale for charts/graphs
We need the ability to set the number scale as Millions/Thousands in our charts, similar to the functionality that exists for KPI cards. We also would like the ability to choose how many decimal places are shown when something is displayed as Millions/Thousands. I know we can set up a calc in the back end to divide the…
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NUX KPI Card Scaling Decimals
Today, when selecting millions or thousands for KPI cards, they default to 2 decimals or 0 if it rounds up to the thousand/million. It'd be great if we could customize the number of decimals we see on the KPI cards & keep it consistent on the boards. For example, depending on the size of the business, having 1 decimal…
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Percentage comparison to previous year/month
Hello, i would like to have a comparision to a previous month or year on my KPI card. Is something like this possible?
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Re-order context selectors on newUX card
Hi - we need the ability to reorder context selectors on a newUX card. Right now, the functionality only exists for global context selectors (i.e. at the top of the page), but we need this for the individual cards too.
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Is there a way to change which browser is used by Excel Add-in for SSO authentication?
Using the latest Excel Add-in, it appears this is using an embedded version of Edge browser (version 95.x). Our organization has blocked this browser being used due to the age of the version. Is there a way to change which browser the Excel Add-in uses for SSO authentication so that it will use either system default…
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Workspace Size
Hi, I've some words I found in a previous post, but I'd like a fresh eyes answer, as I'm interpreting the words one way and then another way - and both interpretations seem sensible to me. I'd appreciate knowing…. a) Have we been allocated a certain workspace size, for example 80Gb, that we then fill up with models, or b)…
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Links in page tasks in a workflow are not working
Hi all, I have a problem: in a workflow I use a page that contains links. Before when starting a task that takes you to that page you could navigate from those links. Now, the page is "static" and the links do not work when you are in the task page. Is something new? Can it be changed?
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Optimizer Problem: Line Production Allocation by Production Plan
Hi All , I am having issues using the optimizer for production allocation. The model is for capacity planning. Problem statement Need to allocate the SKU demand to compatible factory lines based on the following logic. Each SKU has a production priority and a factory line priority. If the production priority for a SKU is 1…
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Error while importing a Prod Model into different workspace
Hi Team, I am trying to import a prod model into different workspace but it is giving the below error? The target workspace has enough space to import this prod model but still it gets failed. I tried importing it multiple times but still facing this issue. Can somebody help me what is the root cause of this issue and how…
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Is there a way to change the purple text color for inputs to be blue?
In the new UX, the text in input cells is purple. Is there a way to change this default to be blue?
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Add KPIs as line items and steps to define its calculations. Can an admin user do it ?
There is a requirement where I need to give user/admin a feasibility to Add KPIs, define calculation steps. How can it be done ? Any suggestions? As per my understanding, if KPIs are my list items, then we cannot retain the calculations. KPIs need to be line items.
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Integrate Anaplan in Power BI
Hi community, Have you guys have any experience integrating Anaplan data model into Power BI? If you do, please share. Our company is planning to integrate Anaplan data soon, and I am just researching for a proof of concept.
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Current Page Filter of Export Action
My customer has 18 projects to manage with Anaplan. I created an export action with "all pages" settings for my customers' backup purposes. One excel sheet, one project. Because it's difficult to save all past data in Anaplan, they need an export button to download all necessary data. Even though each 18 project needs to…
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Generating the sequential number with formula
Hello everyone . I have a module with 2 dimensions and only one line item . I want to generate the sequential numbers with formula like the numbers shown in the picture. I would be glad if someone could help me with this. Thanks
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New UX Navigational Bug
This week, I noticed a bug when navigating the new UX. Previously you could click on the app to return to the App's table of contents. This week it would simply refresh the current page. Potential Fix: If this bug isn't able to be fixed maybe it makes sense adding a new Return symbol along the title actions(see screenshot…
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Why does my model gets logged out after 10 mins of inactivity
If I am inactive for 10 mins or more, my model gets logged out, I mean I am working on 5 different tabs, it should atleast be active for an hour. Is there any way to fix the timeout in the model??
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Import Error Issue
Hi Anaplaners, I'm importing a list hierarchy with 3 levels. I have added a prefix "DR1 -" for level 1 code and "DR2 -" for level 2 code & "DR3 -" for level 3 code to the hierarchy items to make them unique for successful import. But yet I'm getting an error "Invalid Parent" Below is the screen shot of the highlighted…
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Level 3 - Ask the Stakeholders - Establishing Sales Targets
Level 3 - Ask the Stakeholders Establishing Sales Targets Process Questions This forum is for asking the stakeholders of the Unicorn Candy Company questions about the Establishing Sales Targets Process. The Anaplan Academy team will be monitoring this forum during US Central standard business hours. Please allow up to 3…
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Integrating AI with Anaplan to summarize table formatted data
Author: Henrikki Lehtola, Certified Solution Architect and Anaplan Consultant at twoday Finland. It's undeniable that artificial intelligence has revolutionized the way businesses operate. An example of this revolution is ChatGPT, a cutting-edge language model developed by OpenAI, that has the ability to understand…
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How to add a line item as a page selector
I have a list of brands which are owned brands and private label brands, for now they are in a single list. But now on my ux page I want to make a filter as only Owned brands and Private label brands. Like if I only want to see owned brands or only private label brands. I have created a list shown as below, I also linked…
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Mapping Issue for CC mapping to Driver List
Hi All, I'm having issue mapping Cost centre and a Driver List. Conditions on the Mapping are :- Driver List items to be mapped to all the Cost Centre Some Driver List item to be mapped to some of the Cost Centre What would be the best practice to do the mapping? How can the mapping be done. Below is the screenshot for…
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Introducing Improved Anaplan DX: a browser extension for Anaplan Modelers
We at valantic are excited to share our latest development: Improved Anaplan DX, a browser extension designed to enhance your modeling experience and increase efficiency. Please see below for more details. The extension is now available in the Chrome Web Store (can be installed on Chrome and Edge): For any feedback,…
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Anaplan Bulk API Exports (Line Splitting on last row of chunk)
Exporting a file that ends up having over 100 chunks. The first and last rows of the files are split across different chunks. Is there a a way to prevent this?
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Tracking import date
Hello, I'm having a little difficulty with something in Anaplan. I want to set up a system (module) where every time the end user try to import a new file in a page, we can note down the date it happened. We have different files, and I'd like to keep track of the last date data was brought in for each file separately. i…
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Allow no conditional formatting (or transparent) to be applied if the condition is not met
Description of the enhancement required: Enhance conditional formatting so that it will be possible to set the fill if the condition is met but if not, the Grid Style is respected. Currently the conditional formatting is working with a range of values where is set the fill in the left range and in the right range (with…
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Applying "transparent" conditional formatting in the UX
When we apply conditional formatting to a grid in the UX, there is no option to set a transparent color. However, with some creative use of specific color codes, we can simulate the transparent effect. I will focus on two specific cases below: editable cells and read-only cells. Both of these cases follow the same approach…
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Cannot Lookup nor Firstnonblank, how can I solve this?
Hi All, I have been trying to come up with a solution to this problem; I need to let the "belong to fab category?" boolean be checked whenever a cost element list item belong to that particular fab category (e.g. "direct labor") Now, the user has been already giving me this information in another module: However, the list…
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Numbered list display name
Hello, i have this issue: the first picture is what im trying to achieve, the second picture is what i have now. i dont understand why the numbered list doesnt take the display name property as its display value, instead whenever im adding a new item (through a form) im having this #.... Any idea? Thanks a lot 🙂
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How to retrieve the mapping information of import action ?
Hello everyone, I have a task to check in all my import files, which columns are used (that is to say, mapped to a Linitem in Anaplan), which are not. To do so, I need have mapping information for the import actions (all at least which columns are mapped), any idea to do this? Many thanks !