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Top 25 Anaplan features released in 2024
Author: Misbah Ansari is a Certified Master Anaplanner, Anaplan Community Boss, and CEO/Founder at Miz Logix. Anaplan has released hundreds of features in 2024 to enrich its platform with more flexible planning, dynamic reporting, and scalable offerings. These features have been released throughout the year across all the…
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Recording available: Understanding the new Customer Care Portal
If you missed our event today, Understanding the Customer Care Portal, a recording is now available. In this event, I provide a demo highlighting the value of the new comprehensive case visibility, self-service tools, and dynamic case submission form to reduce resolution times. Topics covered include: Seamless access to…
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January 2025 platform releases
Check out the latest Anaplan feature updates and enhancements in our January 2025 official release notes. The information below offers supplemental information to that post. Integrations & Extensibility Metering improvements in ADO The metering lozenge on the Overview page now includes consumption of storage and datasets,…
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How I Built It: Time and Version filters
Author: Stacey Gibbens is a Certified Master Anaplanner and Solution Architect, Financial Planning & Analysis at Globe Life. Greetings, Anaplanners! Today I’m excited to share my ‘How I Built It’ tutorial on minimizing import/export toaster time by utilizing time and version filters on source data saved views. In my video,…
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Data validation overview
Author: Audrey Neet is a Certified Master Anaplanner and Director at Tru Consulting. Data validation is the process in which business users ensure that the data in Anaplan ties to their source system. It's an important step in preparing a model for go-live as it ensures the data in the model is accurate and the end users…
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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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Did You Know: Multi-dimensionality overview
Author: Allison Slaught is a Certified Master Anaplanner, Anaplan Community Boss, and Senior Principal Solution Architect at Anaplan. Hello Anaplan Community! The objective of this ‘Did You Know’ tutorial is to provide a brief recap of multi-dimensionality in Anaplan and provide a framework for identifying how formulas…
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Updates to the Certified Master Anaplanner Exam study guide
Announcing the updated Certified Master Anaplanner Exam study guide: Essential Anaplan Topics Achieving Certified Master Anaplanner status is a significant milestone in your Anaplan journey, demonstrating a mastery of the platform and a deep commitment to excellence in Connected Planning. To help you prepare for this…
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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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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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New UX Dropdowns
Hi It looks like the app/page dropdown colourings have changed this morning from blue/dark blue to white. Is there an option to change these back or perhaps select our own colours? I personally prefer how it was before and other users have mentioned the same. Thanks
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Dark / Light Mode for Model Building
Anaplan's rebrand / new UX design has just been released, and it’s blindingly white. Brighter than a supernova. Meanwhile, the brilliant idea of Dark Mode has been marked as "not planned." Under this new design, Dark Mode is needed now more than ever. Please reconsider before we all develop permanent squint lines.
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6.6.4 Activity: Add Time Settings by Year Module
How to do this ? if some one could guide me step by step…thank u
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Is there a way to hide the models from end user on Home page?
Hello, I would like to hide the models from certain end users that will be using dashboards only. Today, when they get to the workspace homepage, they can see all the models and it confuses users. I would like them to only see the App page where all the dashboards are. I know they can use that Show/Hide function but it is…
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3.3.6 Activity: Test the Shipping Cost Formulas
I don't understand, why in the item "Confirmed Purchase Order Receipt" modifying my formula using "POST" : IF Confirmed PO Delivery > 0 THEN POST(Final Shipment Amount, Final Shipping Time Weeks) ELSE 0. It does not give me the expected result. Can you support me please
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Hello again, a question with 6.6.3 Activity: Add Formulas to Time Settings Module
so this is how module should look like as per screenshot shared by Anaplan, so if someone could help me what am I doing wrong? However I got this (find below) , although I put all functions in right terms Blueprint view
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The city of planning
Author: Arun Thakar, Certified Master Anaplanner and Vice President in the banking industry. Somewhere in the cloud lies Anaplanopolis, the city of planning. The airports and train stations are Data Hubs. Downtown is where financial planning models reside, and in midtown are sales and revenue models. The streets are paved…
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I need a formula that can return True for months up to a desired period and return False Otherwise
This is a Boolean Format where I need a true to populate if the months up to and including the desired date are true. Any help or tips on formula?
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Can Fluence Xl be learned through Anaplan Free Trail ?
Fluence Xl can be learned through any training or it needs the license which need to purchase by the company?
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Color Coded Headers for Different Model Environments
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: I think that it would be beneficial for admin users to have the ability to color-code headers for different models. This would reduce…
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IFRS 16 Model - Export file to SAP
Hello, I have a model for IFRS16 calculation. At beginning of year I need to extend time ranges so my Export file for SAP Journal can calculate data. This year I have also done this. However my journal shows only Balance Sheet for Contracts and P&L is not calculated. In what options should I search for settings of Export…
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Create a list out of on data inputs
Hello Community, I am quite new to ANAPLAN so a bit lost sometimes and not all knowledgeable yet! I have created a simple list of numbers (#1, #2, #3…) to allow our users to input data into a table (inputs module), in different fields. After the data is in, a line item picks up a final description with a concatenation and…
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L3 Certification
Hi All, Please help me on path to enroll for Level 3 certification. I have completed L1 & L2 long back ago.
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Enable Specialized Layout / Filtering in UX that Avoids Using Booleans
Planners and managers contribute to the planning in multiple ways in Anaplan solutions, entering numerical values, text entries, boolean business decisions like yes/no/approved… etc. Such users have contribution licenses to have the right to use Anaplan and contribute accordingly. Some other users are intended to be…
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Quarter Filter
How to create a user specific filter, where user selects a particular year, and only those quarters of year selected should be visible?
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How to avoid showing disabled parent from Drop Down list Selection
User is not willing to see parents in drop down list selection. By creating a flat list of my level 4 and by creating mapping between L4 and flat list we can fulfill the ask but I am looking at multiple options on how to achieve this. Feel free to share the approaches if any.
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L3 User Story 2.4
Hi Community, In L3 User Story 2.4 requires the comments to be seen by others. Who should see the comments? That Country Sales Manager's ? and do we have to create a link or add an line item for comments associating with all accounts and then publish it do UX so end user can add comments along side of the accounts…
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Function that locks the specific models
I would like the function to lock specific Models at "Model Management" so that they can't be easily deleted.
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Dynamic columns width change in the New UX
As a model builder, I need the ability to set up a dynamic change of column width in the New UX - the same way as it was in the classic UX. That might be extremely helpful, especially in terms of selecting different types of a selected view (like periodic, quarterly, yearly, etc.), and quite convenient for users. For…
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Faster method for SUM from multiple sources
Hi Everyone, Can anyone confirm which of the below is faster? Final Line Item = Module A. Line Item A [SUM: A, SUM: B, SUM:C] + Module B. Line Item B [SUM: A, SUM: B, SUM:C ] Line Item 1 = Module A. Line Item A [SUM: A, SUM: B, SUM:C] , Line Item 2 = Module B. Line Item B [SUM: A, SUM: B, SUM:C ] , Final Line Item = Line…
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3.4.3 Activity: Create Country Summary Module (SYS08 SKU Details)
Having issue with SYS08 SKU Details "Country Made In" formula tried both formulas. I believe its because its a list that I am searching in but not sure best resolution would be ? Formula: 'SYS07 Distribution Center Details'.Country[LOOKUP:'SYS07 Distribution Center Details'.Country ] Error: The dimension of mapping used…
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How to display one previous month of custom time
I am using a list with its own time. If it is a normal time, I can set it to the previous month by doing Time-1, but I can't do it with my own time. Please let me know how to do this. Thank you in advance.
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Level Mismatch Error
Hello All, I am getting level mismatch error while set up the summary method as ratio, i am not able to set up the applied to and ratio as describe in the below ss simultaneously. what is the possible reason for the error and any ideas and suggestion would be appreciated, thank you for your help.
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Create/Show Grand Total Column
Hi everyone, is there anyway i can create/show the grand total of all fiscal year in column time dimension? like if i have FY23,FY24,FY25 and FY26, then the next column is Grand Total. Thank you. Update: FY columns are from Time dimension and not item list.
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Users - built in top level not required
For a line item i need to apply ratio in summary and then in applies to select a general list. but it allows me to either do the ratio calculation or the applies to, when trying to apply both the things i get the below error "Count over Users hierarchy is not possible as Users does not have a built-in top level" I do not…
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Workspace for practice analplan
I completed all my activities and assessments for The Anaplan Way course. And i want to access workspace for practice, & how can i get it.
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Its been over 10 days since I have applied for talent builder program,
I have completed all my prerequisites , may I know approximate time for approval after application.?? How much time did it take for your approval of talent builder program
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NEW UX: Link to pages in other apps within the same workspace
In Classic Anaplan, we have one big model within a workspace. We're considering building it again in the new UX and expect to break the big model into more functional apps. The trouble is some of these apps are not entirely siloed, i.e. users will need to move between pages within multiple apps. It would be really helpful…
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How to trigger a automatic mail notification?
Scenario: We have 3 modules, one with the source data, 2nd is the snapshot of module 1 and 3rd is to flag the variances between module1 and module2. If we are getting any checks in module 3, I want to trigger a mail to the Users about the checks. Is there a way to send a automated notification?
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Clear the Target for a Module Import
Hello everyone: Anaplan provides a lot of flexibility in regards to clearing data prior to imports. You can read about all the available options here. In particular, I am referring to: * Clearing the Target for Time * Clearing the Target for Dimensions other than Time I have always used the default settings such as Clear…