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How I Built It: Creating functional P&Ls using line item subsets without COLLECT formula
Author: Austin van der Linden is a Certified Master Anaplanner and Senior Model Builder at Hubspot. Hello Anaplan Community! In this 'How I Built It' Tutorial, I show how you can build functional P&Ls using line item subsets as a mapping tool. One of the cool functionalities provided with line item subsets is that you can…
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Setting up action naming conventions that will withstand the test of time
Author: Taylor Giesler is a Certified Master Anaplanner and Director, Enterprise Performance Management at Alpha Alternatives. I have been a consultant for nearly four years now, and I have seen a lot of models, some easier to follow than others. The person building the model isn’t always the same person maintaining it…
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December 2024 platform releases
Check out the latest Anaplan feature updates and enhancements in our December 2024 release notes. The information below offers supplemental information to that post. UX Filter across line items (end users) End users can now apply filters across line items to a grid in boards and worksheets. Regardless of the datatype of…
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UX source model auto updater
Author: Abhishek Roy is a Certified Solution Architect , Sr. Platform Architect at Equinix and a member of their Anaplan CoE team. This article primarily covers a less explored API functionality that the Anaplan UX is based on and adds an element of automation and easy configuration to the otherwise manual time-taking and…
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Share your insights: model archiving and deleting in Anaplan
The product and UX team at Anaplan is seeking your feedback on your current experience archiving and deleting models in Anaplan. We are looking to capture your feedback on how and why you archive and/or delete models, and understand where the opportunities for improvement are. Please complete this survey by COP Friday 17th…
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LOOKUP on Time | Model Optimization Team series
Hello Anaplan Community! Welcome to the Model Optimization team's monthly blog post. This is our last post in an eight-part series, on the topics we see occurring most frequently in slow customer models. Our aim is to inform and guide how to build with best practice intentions for these model building topics. Each month,…
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Lessons learned in 2024: Trust the process
Author: Taryn Townsend is a Certified Master Anaplanner and Senior Manager at Deloitte Consulting. It is always an honor for me to be able to share perspectives with you, the Anaplan Community, as I strive to learn and grow as a part of this ecosystem. As 2024 draws to a close to give way to crafting New Year’s resolutions…
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Share your feedback: modeling experience (deadline extended!!)
The product and UX team at Anaplan is looking for your feedback on your current modeling experience, specifically focused on building an appreciation for the challenges you face as a model builder in Anaplan. This survey is designed to capture this detail, so that we can explore how to simplify and accelerate the modeling…
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December 2024 AnaplaNation Group Meeting Recap on Model Optimization Best Practices Part 5
Hi Group Members, We hosted our December group event on December 17, featuring a presentation on Model Optimization Best Practices Part 5: Calculating with the Fewest Cells for Optimized Model Performance. The presentation materials are available below: Guest Speaker: Mark Lawrence Del Mundo Model Performance Specialist,…
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Distributing values based on Mapping.
Hi All, I have a module MOD1 which is dimensioned by Product Group, Customer and Time and has line item Cost. I have another module MOD2 which is dimensioned by Product, Customer and Time and has line item Sales. I have a mapping between Product Group and Product Lists. Every Product Group has multiple products. I want to…
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January Q&A Challenge — share your reflections for a chance to win!
In the Anaplan Community, we believe that growth comes from connecting, collaborating, and sharing knowledge. Every day we see our members coming together to share ideas, solve problems, and support one another in forum discussions, blog posts, and beyond. As we start the new year, we’re taking a moment to reflect on the…
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Level 2(Conclusion) Currency Conversion
Hi all… I've been trying to import to Country Currency list but getting errors. Please find my mapping screenshot… I've used Name or Code when mapping because each currency has both country name and code. Thanks in advance!!
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Request for Hints on Level 3 Q2 and Q3
Hi all, I hope you're doing well. I’m looking for some hints regarding Level 3 Q2 and Q3. I tried re-importing the data provided in the files, but for some reason, I can’t retrieve the Amount Increased or the Initial Country Sales Target for Chocolates/US. Could anyone provide a hint on what I might be doing wrong? The…
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Getting Invalid date format while data import into module
hi, my source file contain time in format 201901 201902.. etc as line item. while importing i am getting error as above . which time format i have to select.? adding source file below. please help to resolve the error. Thanks Jerin
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Data Export Options in Anaplan Data Orchestrator ?
Hi Anaplan Community, I'm new to Anaplan and exploring integration options for moving data between Anaplan and cloud services. I successfully exported model data to Google Cloud BigQuery using the CloudWorks integration. However, I couldn't find an option within Anaplan Data Orchestrator (ADO) to directly link model data…
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why all roles empty?
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Level 2 training 1.5.7.2 Add Formula to SYS13 Line Item
Help please!! Line item: Has Data? Format: Boolean Formula: IF TIMESUM('DAT03 Historic Volumes'.Volume) <> 0 THEN TRUE ELSE FALSE Somehow, it did not give me correct result. Not sure what's wrong here.
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Integration via Amazon S3
Hi, I created a connection via Amazon S3 without any problem, the status is "Connected", but I don't manage to select a file when I try to create the integration : Thank you in advance for your help. Best Regards Alex
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Reference of numbered list via display name
I have a numbered list where code property is an index like 1,2,3,…… which i cannot use to pull the properties from the list. In this list i have 3 other columns p1, p2, p3 and in another module i have a line item which has similar values like p3. In this same module i am trying to get the values from p2 & p1 in another…
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Compare value on current logged in user email
I have a module with historicals captured by different users via another Model. My module has one line Item which has the email ID(Customer Email) of that particular user, however this module is not dimensioned by Users. For this module i only have one dimension which is basically the Index for the records, rest other data…
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How to retrieve Current user
Hi everyone. i read some of the post here regarding retrieving current user but unfortunately cant find the answer. Since retrieving current user without user list dimension is not allowed, how can i transfer the current user from module with user list dimension to a module without user list dimension. thank you.
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Configure Edit restrictions for a UX page
Hi All, I have a UX page where users manually enter data into all fields. I have a requirement to configure this page in such a way that users can edit it only during the first 10 days and the last 5 days of each month. How can I implement this lock in Anaplan? Please advice! Thank you in advance.
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Hot fix
Hi All, I couldn't get clear outlook of implementing hot fix in prod environment, when we have development in progress in dev mode. We don't need the development to go to prod only the issue needs to be fixed and later we must progress with the dev model with out loosing the development. I am unclear of how many revision…
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Certification in My Learning Record (Independent Learner)
Hi everyone! Maybe somewhere there is already information on this topic, but… Before the site update I received two certificates: The Anaplan Way - OnDemand and (NMX) Level 1 Model Building, but now I don’t see them in the certificates tab. "No results found." Maybe I'm wrong and they shouldn't be there, but can someone…
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Which of the conditions require the use of a numbered list
This seems to be a tricked question, I can not figured how this is not correct [Image Removed by Moderator] This is the reference from Planual: [Image removed by Moderator]
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why I importad data from csv show 100x bigger than the original file?
hello I tried to finish the L1 training and in the 8.5.2 steps when I import the price book data in the anaplan model I saw values that 100x bigger than the original values in the csv file. like example csv file show: 0,84 in my model I see 84.0. not sure what cause this problem. is it coming from my local xls settings? if…
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Level 2 Sprint 3 3.3.5.2A Beginning Inventory, Forecast Demand, and Suggested Order Line Items
Hi, I am getting the wrong values for "Beginning Inventory" and "Forecast Demand" in INV01. I have used the following formulas.. Beginning Inventory: IF 'SYS01 Time Settings By Week'.'NOT First Week of Timescale?' THEN PREVIOUS(Ending Inventory) ELSE 'DAT01 Beginning Inventory'.Beginning Inventory Forecast Demand: 'DEM03…
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Error in key for this row; refers to invalid list item
Hi everyone, " Error in key for this row; refers to invalid list item : Headcount " I get the above error when I tried to import data into Numbered List, which is uniquely identified by combination of properties. Actually, the list item which is formatted by some "xyz" list has list item ' Headcount' Even after that, I am…
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source to target data is getting loaded partially via IICS
Hello, i'm fairly new to Anaplan but come from BI products world. I have a situation, an Import action is created in Anaplan dev. This action picks up the .csv file from source location (This has been working perfectly fine in our environment for last 4 years) and loads it in to one of the Modules. This process has been…
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API or Integration to fetch module's history
Hello, Is there a way to fetch module's Change data capture or History through an API?
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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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Management Reporting - notes commentary boxes
Raising for @EmmaPF In management reporting it would be really useful for end users to have the ability to make notes for presentation - similar to the notes function at the bottom of PPT slides that allows users to add a commentary that doesn't appear in the presentation/pdf version.
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Timesum with Date
Hi I want to use Timesum function. In this page, we can use Timesum function with end date to start date. https://community.anaplan.com/t5/Idea-Exchange/Dates-in-Timesum/idi-p/89565 But in Anapedia page, it is not suggested to use Date. https://help.anaplan.com/13d8b551-4e13-413b-a39f-f25579d21e38-TIMESUM Is there some…
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Level 3 Sprint 1 9.3 small differences
I have reviewed each step and I dont really know how to get the number of the example… here i have the example given: and here my results after each formula… I have used the next formulas: Percentage %: Initial Account Sales Target / Initial Account Sales Target[LOOKUP: 'SYS99 Lookups'.Target Year] Initial Account Sales…
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ALM explained—Part 3: avoiding data loss
Introduction In part two of the new ALM Explained series, we discussed the best practices for testing and validating changes prior to deploying them to production models. However, we also know that testing protocols are not always followed, especially if the change is an emergency patch, and sometimes, the synchronization…
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File format vs Anaplan
Hi, I want to ask for help with why while importing, it keeps on reading my code like this xxxxx+12? Attached photos for reference: File: (.csv format) Anaplan: Thanks,
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Is there a way to create a module using the calendar year?
My fiscal year starts from September 25 for example, if I need a module to reflect the calendar year as a time scale instead of fiscal, how can I do it?
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Performance Issue / Page Crashes with Hierarchy Card
We are working on running a Page context using a 9 Level Hierarchy and the idea is to expand/collapse click through the levels while the dependent Grids on 10th Level get updated [ Hierarchy Filter Context Synced] Unfortunately - the card navigation response is a little sluggish and takes 5-6 mins to get the context…
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Level 2 Sprint 3 3.5.5 Activity: Create Distribution Center Summary UX Page
Hi…I've been trying to create the "Product SKU by Distribution Center" grid in 3.5.5 activityI(L2 Sprint 3). I don't understand why it's showing all the values unlike the expected results. I have applied show/hide for the levels required. Please help. Thanks in advance!! Expected o/p