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Level 3 - Ask the Stakeholders - Assigning Accounts to Territories Process Questions
Level 3 - Ask the Stakeholders Assigning Accounts to Territories Process Questions This forum is for asking the stakeholders of the Unicorn Candy Company questions about the Assigning Accounts to Territories Process. The Anaplan Academy team will be monitoring this forum during US Central standard business hours. Please…
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First Occurence Boolean
Hello Everyone, I was wondering about the use of first occurence. I have a line Item called IsfirstOccurenceAlerte and i want to retrieve the first boolean that was ticked in my boolean above called "Alerte Stock". The dimension is PP7 here so i thought i would be using isfirstoccurence but it seems not to work? The idea…
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Sort in page with two dimensions in rows
Hello, I have a module with this configuration in a page: Columns: Line Items Rows: Products, Markets I need to sort from highest to lowest my line item "Sales" but the icon to sort is greyed out. I figured this is because I have two dimensions in Rows. Is there a workaround to sort with this configuration ? Product comes…
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Unable to get the correct answers can, just what wrong i have done in this ?
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Filter by table
Hello, I hope you're all doing well. I'm seeking guidance on implementing a filtering mechanism for a table on a UX page. I have a table containing multiple parameters. My objective is to enable filtering such that whenever I modify a parameter in the first table, all subsequent tables are filtered based on the selected…
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3.3.12 Activity: Create Product Replenishment UX Page
Hello, I am trying to create the UX Page and trying to apply the conditional formatting but, I the conditional formatting is not working on it. So, can anyone pls suggest why it is not working? Regards, Viral Patil
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Source Object Name refresh in Import Data Sources tab of Actions (Model Settings)
The Source Object Name in the Import Data Sources tab of the Actions section in Model Settings is a very helpful piece of information when tracing source module views used in Actions. Model builders normally export this information to an Excel output and filter on the source object name to check which actions are dependant…
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How to create an Error action to stop the process
How to create a simply Error action to stop the process, Such as use a False/True filter, I want to stop the process when other user execute the process in the same time… Thanks
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how to display totals on higher levels when a selector is used on lower level
Hello, I have built a dashboard that gives the user the ability to select which items they want to include on the lowest level of the items hierarchy (C6). I then use the selector module to fitler a reporting module, which works great when it is shown down to the lowest C6 level, but if I try to take that same module that…
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Enhance ALM to pick and choose objects to sync with production
Description of the enhancement required: Enhance ALM to pick and choose objects to sync with production An example of the enhancement: Currently, we are not able to move only few selected changes from development to production. The model sync will move all changes as on a revision tag. Requesting development team to…
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L3 Model Building Sprint 2 - User Story 3.3
サンプル画像のJanell Wetzelのデータと比較をするが、どうしても少しずれてしまう。 ① SYS01 Time Settings by Monthで、月ごとの年に対する割合を算出した。 ② ①をYearValueを使用したTargetと計算し、月ごとのTargetを算出した。 ③ 月ごとのTargetにNet Commission %を使用し、算出したが計算が合わない。 考えられる原因としては 1.Days in Monthが間違っている 2.Net Commission %が間違っている だと考えているが皆様の意見を伺いたい。
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Sorting - List Members
Is there a certain trick or a set of procedure to handling sorting list members. I can control the first creation of list and import the record in sorting order but how does future addition to the list should be done so that they are always alphabetically sorted. I notice that after the first load, newly added members gets…
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I NEED HELP ASAP
Hello, I am creating a new model "production" from the revision tag of "dev". The steps i followed : 1- create a model from a revion ( done) 2- doployed the production ( done ) 3- import data from Data Hub ( done ) 4- import data from dev to Production via a revision tag ( failed , the action run correctly but the data…
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Too many cells for ISFIRSTOCCURRENCE calculation
I Import a C11 list to 2 spoke models from Hub. I use the same DataHub and Same Hub Saved view to import into this list. However the import into list is sucessful for one of the spoke model but not the other. The saved view and the import definition is the same for both the spoke model. For one the process is completed…
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Quarter to month
Hello ^^ How can I convert a line item formatted in quarters (e.g., Q4 FY23) to a line item formatted in months, displaying the last month of each quarter Q4 FY23 =⇒ Dec Q1 FY23 =⇒ Mar etc Thank you
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L3 Account Assignment
Guys! PLEASE PLEASE PLEASE revise this training. It is so unclear as to what exactly you are asking us to do. This is not realistic, this is not a real life scenario, right! In real life we have discussions, we go to meetings, we follow an Agile methodology, and we get to ask questions whereas here you have left us in the…
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Code formula
Hi All, Just another simple one this time. I need to capture the code of the L0 Hospital subsidiary. I tried code(item('L0 Hospital Subsidairy')) formula in a text formatted line item i keep getting an error. i need to put the L0 code on the hospital code column to match the L3 department. the hospital code column is text…
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Quarter to Text?
Hello Community, How can i go from the line item Quarter ( Quarter ) to Quarter ( Text ) example : Q3 (Quarter format) to Q3 (Text format) Thank you
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User role landing pages in UX - Available!
What a gift for a Friday…! Click into here and then you set which page a user role sees when they open up the App. Effectively it's the other way around to how it is in classic.
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Document Storage
Would nice if Anaplan had even a small document repository/storage/library. Example: uploading a PDF and then having the ability to hyperlink to that PDF from an Anaplan dashboard. In the incentive compensation world, we have a lot of PDFs for signed/executed plan docs, and being able to store/view them in Anaplan would be…
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Capture username/timestamp for change to Line Items
Hi all If there is a module where user makes changes to data for a line item, what is the best way to capture the Last Modified Date and Last Modified By information for that Line Item? We can always ask the user to enter their name and date separate line items when they modify anything, but is there a way to automate…
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how to copy a lIne item from a module to another one ( Text format )
Hello, I hope you're doing well. I'm facing a challenge and could use some assistance. I have three line item text formats in a system module, and I need to retrieve the information in text format from the same line item with the same name from another module. Here's what I've tried: I went to the target module and simply…
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Show "Used in Page" reference in Modules Settings
As a model builder, it would be extremely helpful to have a "Used in Page" reference in the Module Settings to show where a module is used in a page, similar to the Used in Dashboard feature. This would allow for much more efficient auditing and help tremendously with model cleanup. This is especially important since we an…
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Ensure community members are fully on top of new enhancements (improving comms and alerts)
As a community member I like/need to be on top of any new enhancements that are made available. Most recently it seems the strategy, alerting, comms has changed and it's more complicated to be on top of new enhancements, plan, test and deploy them as quickly as we would love to. Could we improve the comms by creating a…
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Level 3 6.3 Check You Build User Story 1.5
Hi all I can't seem to figure out why my numbers are way off to the screenshot provided by the check your build. I am using TAR01 Sales Targets to calculate the LIs in TAR01 Detailed Sales Targets. My Q1 FY20 is showing as 537,295; however, other users have said it should be 537,863. I think this could be the issue. How…
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Function for Contribution
There is no simple way to calculate contributions all children levels to the highest parent level - for product levels, time levels and location levels. The lowest level should be considered the value to express as a contribution of a level you need to select. Examples: Week 1 to 4 belongs to Month 1, which belongs to Year…
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User Experience / Login Page / Home Page / Launch Page / Landing Page
Hi All, I'm not sure what you would call this but, I would like to know if I can make it so when someone loads into Anaplan, that is a user, if they could be directed straight to a UX page? I'm not sure if I am explaining it well but for example, they login into Anaplan and they are straight on the UX as a landing page. Is…
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Fixed landing page (home page) for UX
Is it possible to set a page as a "landing page" on which the customer can land every time they open Anaplan? I hope you can help me, thanks😊
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Compare two lines items from different modules
Hello This is my problem. I have a line item A in one module dimensioned by "Depense" list. And I have the line item B in another module dimensioned by "Achat" list. I want to compare if A = B then the item of the list Achat become the parent of the item of the list Depense. I cannot pull any finditem. Is there a way to do…
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Percentage Format issue on UX page
Description: I have a module with PV(dimension) Filters as dimension and I am displaying the Value line item on UX which is same as the Module dimension. But the Value line item is getting the data from other line item Actual vs Scenario 1 % which has ss_Actual vs Scenario 1% (dimension) - Which is a subset of PV filters…