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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 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 November 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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December 2024 Community Member Spotlight: Seyma Tas
As we wrap up 2024, we’re excited to feature @seymatas1 as our final Community Member Spotlight of the year! Seyma has been part of the Anaplan ecosystem since 2020 and has contributed over 120 comments in the Community in the past two years. She became a Certified Master Anaplanner in the last year, and is an active…
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November 2024 platform releases
Check out the latest Anaplan feature updates and enhancements in our November 2024 release notes. The information below offers supplemental information to that post. UX Axis label formatting Users can now format the label of numeric axes in charts. By selecting Manual as the label format, the following can be specified: A…
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How to use notifications effectively
Author: Vinay Varadaraj Mirajkar is a Certified Master Anaplanner and Senior Solution Architect at Anaplan. When you think about creating simple workflows or enabling collaboration between/within the planning teams, some of the features which can help achieve this are: sharing pages, card comments, notifications, and last…
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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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Event recording available! Model design best practices
If you missed our event yesterday, November Challenge Recap: Model design best practices, a recording is now available. Last month, we invited the Anaplan Community to share their best advice for model design. In this recap event, speakers Rob Marshall (@rob_marshall) and Adam Trainer (@AdamT), both from Anaplan’s…
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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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New Customer Care portal coming soon
Discover a better way to get the help you need and submit cases At Anaplan, our goal is to deliver a platform that’s as robust and stable as possible. But as with any software, there will always be issues that crop up from time to time. When they do, we know you want to find answers and get help as quickly as possible.…
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Four reasons the Anaplan Community is the BEST!
Hello Anaplanners! November is a time of thanksgiving in the U.S. — and while I know our Community is worldwide — there is never a bad time to show thanks, right?! Ginger, here. If you don’t know me, I manage the platform our Community runs on, and also a lot of the content posted weekly, along with my amazing content…
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Did You Know: Mastering Anaplan color matching
Author: Brent Orr is a Certified Master Anaplanner and Global Data Architect at Accenture. Hello Anaplan Community! The objective of this ‘Did You Know’ tutorial is to guide users on how to match the background colors of Anaplan management reports to maintain consistency with other pages in Anaplan. The video is below, but…
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My journey on Workflow implementation — Part 1: the buildout
Author: Kevin Beltz has been a Certified Master Anaplanner since 2018 and is writing this blog on behalf of Wildflower Aspect. Hello Anaplan Community! Today I’m happy to share Part 1 of my Workflow journey. I segmented the blog into three sections: the state of Anaplan at my client, live build thoughts, and a summary…
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2025 Recertification update
We're working on enhancements to the certification program, focused on further elevating the quality and credibility of our certified professionals. These improvements will highlight the expertise of our super users to provide a distinct advantage in the competitive market. We expect to share more details in the spring of…
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I can only get the model list for the default tenant
I am trying to retrieve the list of models using the Anaplan API, but I can only get the model list for the default tenant. Is there a way to switch tenants using the API only? Additional Information: ・API Version: Integration API v2.0 ・Authentication Method: Basic Authentication ・API Request c url -X POST --user…
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Use Generative AI to summarise commentary from bottom of hierarchy upwards to top of hierarchy
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: Different roles enter and consume "contextual" data (commentary) at different levels of a product / customer hierarchy. It is the…
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Year in review: My 5 favorite 2024 Anaplan releases
Author: Chad Frantz is a Certified Master Anaplanner and Senior Technical Associate at Alpha FMC. Here we are at the end of another year. A perfect time to look back and reflect on what’s happened and where things are going. As we’ve become accustomed to in the Anaplan environment, that includes looking at the updates and…
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How I Built It: Football Survivor tool
Author: Ryan Rist is an Anaplan Solution Architect at General Atlantic. Hello Anaplanners! I’m happy to share my ‘How I Built It’ tutorial today; a fun football game/tool. Football Survivor is a competition where people select one team per week. If that team wins, they move on. If that team loses, they are knocked out.…
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How can I Reference a Line Item from a module with time dimension in a module without time dimension
Mod 1 - System Module Line item (Subsidary view) applies to Time(Year) Mod 2 - Reporting Module (Timeless) How to refer Mod 1 line item in Mod 2?
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9.2.5 Activity: Add Formulas to Price Growth Rates Staging Module
I am trying to add the below formula to the line item (Unit Price %) in the REV05 Price Growth Rates Staging module and I keep getting the an error message 'REV04 Price Growth Rates'.Unit Price%[LOOKUP: 'SYS04 Location Details'.Country, LOOKUP: 'SYS06 Product Details'.Product Family] The error message I am receiving is…
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Setup your ADO Demo using an AWS S3 Connection
Author: Noel Rocher, Partner Success Manager at Anaplan The problem statement "I would like to Demo the ADO S3 Connector with a CSV file hosted on AWS S3 as an ADO Data Source." The solution Use a free AWS Account to host the example CSV file. Steps to take We will walk through how to setup an AWS environment using a free…
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Add the Ability to Set Line Item Format Defaults
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: Oftentimes my clients or I as a model builder have line item format preferences that are different than the existing default. For…
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Register for our January 28 platform release webinar!
Anaplan's next quarterly platform release webinar will be held January 28, 2025 at 8 a.m. Pacific Time. During this session, we will explore our latest platform releases and discover how to streamline your workflows and achieve new levels of efficiency. Our expert-led session will equip you with a practical guide and live…
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Description of the page in the main menu
Hello having the possibility to add more info about a page, in addition of its title, would be very useful for the users: they could know rapidly what's behind, or to what the report corresponsds to. thank you
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Export data source as a new tab
Unless the model builder names the saved views appropriately, it's often difficult to trace the source object of an export action. It currently indicates only the list name or the module name, but if we can have a tab for 'Exports' similar to 'Imports', to indicate if the source of export action is a module default view or…
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Importing data in list
I have just started L1 module and I am unable to understand the manual data import in a list. Can anyone please help
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Level 2 - Sprint 3 - INV01 Results Differences
Hello - Is it normal to have small discrepancies in numbers, between my results and what's in Review the INV01 Line Item Formulas and Summary Method settings. In the attached screen shot, I have not accounted for the different summary methods yet. Example (Submit Purchase Order Receipt check box is selected): - Beginning…
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Compatibility of prod and Dev models
There is a development model DEV24 using which production model PROD24 was created. Now I have created PROD25 model from PROD24. If I create DEV25 using DEV24, would PROD25 and DEV25 be compatible with each other?
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モデル間のインポート
モデルAにある時間形式のラインアイテムをもとに、モデルBからその日付の各製品の在庫数値をインポートするにはどうするのがいいでしょうか。 思いついたのは、、 Bで、Aの日付をインポート Bで、その日付だけの保存済みビューを作成 Aからインポート
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Lookup or anyother ways
Is there any way to lookup or connect the "Distribution Center" from the second table with the first table? thanks
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Assistance with Locating the Level 2 Exam
I hope this message finds you well. Could you kindly assist me in locating the Level 2 Exam? Since the Anaplan Academy training platform update on December 3, I have been unable to find the exam for Level 2. If you could share the URL or provide guidance, it would be greatly appreciated. Thank you in advance for your help.
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Mapping Issues due to dates
can anyone tell me in this case how should i choose the time mapping?
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Level 3 Sprint 1 Import
Its regarding Level 3: Sprint 1 : User Story says " Import the Financial Forecast data from the Level 1 FP&A model" I have used the "Baseline+Financial+Forecast.csv" file. I am struggling with the import mapping "Time" and "Baseline Financial Forecast" portion. I keep getting failed errors regarding date format…
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OAuth認証を使用したAnaplan Connectの使い方
こんにちは！初投稿です！ タイトル通り、OAuth認証を使用したAnaplan Connectの使い方を学んだので、ここで共有できればと思います。 早速本題に入りますが、Anaplan Connectをベーシック認証で使用する場合、スクリプトファイル内にAnaplan ログインID/PWの入力が必要です。
しかし、OAuth認証を使用すればその記述が不要になります。 以下、手順になります。 前提 ・OS：Windows ・ベーシック認証方法でAnaplanにログイン ・Anaplan Connectインストール済み 参考：Anaplan Connect Quick Start Guide - Windows Installation…
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Displaying your data as a Calendar view
Problem Statement Ever wonder how to display your data in a calendar format in Anaplan or simply just want to have a color-coded display based on a specific alert/indicator in a calendar form? Step-by-step guide We just need 2 simple lists Day of Week and Week Number to start with. Then we need 2 modules Day of Week…
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Number Formatting Precision / Stop dividing by 1000
I would like to propose a feature to instead of dividing by 1,000 to show items in thousands or 1,000,000 to show numbers in millions, that this is handled by the number formatting. This is a little used feature in excel where you can apply a format to a cell with the value $32,500 to display as $32.5. In this case the…
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ability to add sub categories in apps
Currently the NUX allows to create a category to sort pages It would be helpful to build a tree with categories, sub categories and then pages. Preferably multiple levels of categories (3,4 ,5 , ...) but at least 1 extra would be already be helpful. Thanks,
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Make Selected Line Item in Blueprint View the Default Selected Line Item in Standard View
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: This is a small quality-of-life improvement suggestion. When working in blueprint mode, oftentimes when I am making updates to a…
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Add Export and Clear Action Data to Imports Tab
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: When analyzing existing actions, I find it very useful to copy/paste the "Imports" tab in the "Actions" section of the model into…
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L1 Model Building Exam on new academy planform
I would like to take a level 1 exam, but I can not find any modules that pertain to it.
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How do I know the source of an import action?
For an import action, we can easily tell which modules / list the target will be. But how do we know which source is it taking from? I can't seem to find it easily available in the action tab. Thanks!
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Title on a worksheet
Hi all would it possible to insert a text field above a worksheet in order to give a rapid explanation on how to work with it, instead of expanding the insight panel to display a text card?
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SUMをするときに使用するTimeの種別について
TopLevelを持つリストでSUMをするときに、なぜデフォルトのTimeではできないのでしょうか？ SUMの条件として指定するTimeだとできない理由は何ですか？ (Propertyやカスタムカレンダを作成したTimeの値は使用できました。)
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MAX関数のマッピングを２つ同時にできない
上記のようにProductとFactoryごとに最大日付を算出したいです。 現状：以下のように１つのマッピングでは成功中 ・source module.Date[MAX: Product] ・source module.Date[MAX: Factory] 理想：source module.Date[MAX: Product, MAX: Factory] エラー内容：The formula for ーーーー is invalid: source module.Date[MAX: Product, MAX: Factory] どのようにすれば２つのマッピングで日付の最大値を取れますか