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Returning a list member's code based off a unique property?
Hi all! I have a module with a line item for "SKU" (text format), that lines up with a "SKU" property (also text format) within a specific list. In that initial module, I want to return the corresponding code for the list member with that matching SKU property. Example: List: Item Number List Member Code: 123 List…
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Audit and change logging for ADO activity
I am trying to ensure comprehensive logging and auditing within the Anaplan Data Orchestrator (ADO). Currently, ADO activities are not being logged in the audit log. This includes crucial details such as: Users who logged in Login timestamps Objects created or changed Data integration processes executed While Cloudworks…
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Any opportunities in NYC?
Hey all, Not sure if this belongs here, but I figure I'd give this a shot anyway. I just obtained my L1 and L2 certifications and am looking for entry-level job leads in the FP&A industry in New York City. Does anybody know anyone who is hiring? Any sort of lead/newbie advice would be appreciated! Best, JR
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Display timestamp on your Anaplan dashboard
Author: Hannah Shan is a Certified Master Anaplanner and Senior Consultant at Lionpoint Group. I've come across discussions about whether there's a way to display the action timestamp on the UX for the end user — and there have been some great suggestions to bring in the date by leveraging CloudWorks. But what if the end…
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Process Run time Duration has Doubled - Trying to Identify the root cause
Our company recently underwent a merger and we took over a company, this means our model now has become bigger overall - New SKUs, New Customers , new Production lines etc. The size of the model: before go-live with merged entity: ~50GB After go-live with merged entity: 79 GB Agree and understand that the model size…
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Level 2 2.3.10 Activity: Create Demand Forecast
Hi, I am checking my answers at the end of this lesson and realize that I do not have any data populating for FY21 (attached). I have included my formulas and looking for any help and guidance on this issue. Thanks, Stephanie
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Resync from DEV after changing mode from Standard to deployed
Hello One model has been changed from Deployed to Standard by mistake. If I re-change from Standard to Deployed, will I be able to sync again from DEV without losing anything? Thank you
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3.5.5 Activity: Create Distribution Center Summary UX Page
When I done 3.5.5 Activity, I have 2 questions,Please help me thanks. 1.I want to know what's the way to get it. My Result: Expect： 2. now,there is a space line on the header, I want to hide it,but I don't know how to solve it. My Result: Expect：
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Integrate NetSuite Consolidated Balance Sheet
I'm trying to set up an integration to get our consolidated balance sheet ending balances from NetSuite into Anaplan. Initially I was able to load transaction data using a saved search, which works for our income statement, but for the balance sheet it doesn't allow me to get the right values for foreign accounts that have…
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License Management Reporting機能について
皆さん、こんにちは！ Anaplanカスタマーサクセスの藤﨑です。 この度リリースとなったLicense Management Reporting機能について、 機能の詳細とご利用方法をまとめた資料を作成しました。 機能のリリースと同時に別途トレーニングをご案内差し上げておりますが、 手短に機能の詳細を把握したいといった場合や、Anaplan管理チーム内で資料にて共有したいといった場合にご活用ください。 トレーニングのURLはこちら：Academy Training
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L1 SYS08 Employee Details module - Import and Mapping Issue
Can anybody please write down the steps for the particular SYS08 - import and correct mapping As after several attempts and struggling to get it right . Appreciate your support guys.
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OEG Best Practice: Formula structure for performance
Thinking through the results of a modeling decision is a key part of ensuring good model performance; in other words, making sure the calculation engine isn’t overtaxed. This article highlights some ideas for how to lessen the load on the calculation engine. Formulas should be simple; a formula that is nested, or uses…
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Migrating Data from Testing to Prod
Suppose I have both production and testing environments. I need to move some data from testing to production. Should I create an action for this? I believe creating an action requires using a standard model. If I go that route, will it affect the links between development and production, or development and testing?
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Sprint 3 3.3.5.2C Purchase Order Line Items - Confirmed PO Delivery
Hi, When i am testing submit purchase order request for Cookie Crumbs_EN. In Week 9 FY20, select the Boolean for Submit Purchase Order Request? Comitted PO delivery should be enabled for Week 13, instead it is enabling for week 5 Please find the formulas i have added below, don't know where i made a mistake, sharing all…
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Streamlining your Anaplan models: A guide to effective cleanup
Author: Junqi Xue is a Certified Master Anaplanner and consultant at valantic. Keeping Anaplan models organized and auditable is crucial for efficient operations. Over time, these models tend to grow organically, often resulting in clutter. There are some good articles in the community about cleaning up; I’m going to…
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2.3.9.2 Update and Run Process 9. Import Data from Hub
hello, can anyone please share why my 9.2 Import Opening Stock is error? It says invalid line item identifier: filter. Not sure what wrong of my hub data. I thought I got the same result when i was building that one. Thank you! This is my hub blueprint look like
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May 2025 platform releases and what’s next
Check out the latest Anaplan feature updates and enhancements in our May 2025 official release notes. The information below offers supplemental information to that post. Integrations and extensibility Preview dataset when mapping to model or selecting for transformation view in ADO When selecting a dataset to map to a…
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2.3.9.3 Update Historic Volumes for Baseline Forecast
Hello everyone, I encounter a problem concerning the formula of "Offset Volumes for 1st Forecast Year" . I wrote the formula that seems logical to me but it doesn't work. Can someone help me correcting it ? Thanks in advance. N.B : The first image represents hints for the formula and the second image is the formula that i…
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Is it possible to access Amazon Redshift data warehouse via ADO?
Hello, Brain Trust! My organization uses Amazon Redshift data warehouse and some data we need for Anaplan will be stored there in the near future. The current assumption is that we will use Informatica to query, stage, and then import to Anaplan, BUT…. I really was hoping we could use ADO. In a prior life, I used Anaplan…
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Clarification on License Management Reporting and Access Restrictions
With the new License Management Reporting feature, I have a few questions: If a user is not assigned any license, will they lose access to the Anaplan platform completely, or is there any limited access available? What happens if we exceed our total license count? Will existing users be impacted or blocked from logging in?…
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How to Measure the 5 GB size limit in the Anaplan Power BI Connector
Hi, In the Power BI Anaplan connector, there is a known limit of 5 GB when importing from Anaplan into Power BI. I ask How does someone measure without running an export if an Anaplan export is under the 5 GB limit? How do you measure the # GB of a current Anaplan export? This way, I can know how close I am to the export…
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Level 1 course order
Hi, i 'm new and i can't know the order of the courses for the Level 1 course.
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Cumulate Formula breaks for new list member
Hey All, Really weird issue, and I have no idea what the cause is. I added a 'Q2 v2' custom version list member & bulk copied the 'Q2 v1' data into 'Q2 v2'. While reviewing the data before granting end users access, we found a cumulate statement isn't working for the new version. All other aspects of the model seem to be…
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Export view to hub
Hi, I cannot find an answer to the described issue below. We need to export view to the Anaplan Hub (but we have option only locally) Can it be done?
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Copy Over Version to Version
Hi Anaplanners, I’m working with a model that utilizes Native Versions across all modules. We have multiple scenarios set up, including Actuals, 3+9 Forecast, and 4+8 Forecast versions. The current task involves copying data from the 3+9 Forecast version into the 4+8 Forecast version, but only for specific modules, not…
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My Concern About Anaplan’s Lack of Predefined Validations and Processes
We are currently implementing Anaplan in our company, and during the process, we have noticed a critical issue: Anaplan does not come with predefined validations or standard processes, unlike other financial planning software such as SAP BPC, Oracle PBCS, or Tagetik. This has led us to feel that we are essentially…
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UX Grid Formatting Improvements
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: In the UX, when formatting a grid and changing the 'data' formatting this also changes the headers. It is not possible to set a style…
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Replace type link not working in ADO
Hey, I'm trying to run a replace type of link to a model hierarchy from a transformation view. I'm able to setup the link correctly (choose desired destination, source dataset, and do the correct mapping). But when I try to push the data using "replace" update type I'm stuck at Generate differences screen for hours. It…
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How to compare and find single value from another cell containing multiple values separated by coma?
Hello Anaplanners, I have a scenario where I need to compare and find one value from a set of values present in another single cell. Let me explain with demo modules Source Module - Veggies and Vendors Target Module - Veggies and Vendors Target Here in the Target module, while using the given formula I am able to validate…
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Future year to grab actuals data
Can someone please help me with a formula that grabs data from a prior period (actual) for future forecast months and years? For example, I want 2025, 2026 and 2027 to be the same data as 2024. In my example, the switch over is currently on Feb 2025. Jan 2025 is actual but in Jan 2026 and Jan 2027, I want to use what is in…