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How do I setup a Time Filter that identifies if the current month falls under the current quarter?
Hi, how do I setup a Time Filter that identifies if the current month falls under the current quarter? To be specific, I want to aggregate the values of line items for specific months that falls under different time periods such as: 3+9: Aggregates the values of the months April to Dec 6+6: Aggregates the values of the…
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Completed Anaplan L1 & L2 Model Building – Seeking Opportunities
Hi Anaplan Community, I’m excited to share that I’ve successfully completed both the Level 1 and Level 2 Model Building certifications in Anaplan. Throughout this journey, I’ve gained hands-on experience in model building, problem-solving, and applying Anaplan best practices. I’m now actively looking for opportunities to…
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Dependency on both Parent and Parent of Parent
Hey guys, Can someone offer some ideas on how I can setup my manager drop down to be both dependent on Sales Team and Sales Sub-Team on the scenario below. This filter module is dimensioned by Users. Scenario 1: When Sales Team and Sub Team are blank, Manager is blank Scenario 2: When Sales Team is selected and Sales…
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Anaplan optimizer - cumulate function
Hi guys, We are currently working on an optimizer, and one of our constraints is a cumulative function (monthly quantity accumulation to consider). However, the optimizer doesn't handle the use of functions in its constraints well. Has anyone encountered this issue before? I can provide more details if needed. FYI it works…
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Disabled User Still Assigned a License
I have a disabled user in my workspace, but it looks like they are still being counted under the number of licenses being used. Is there a way to permanently delete a user/remove their access license?
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The Truth About Sparsity: Part 1
Throughout my five-plus years at Anaplan the conventional wisdom has been that we should eliminate sparsity in order to model efficiently. Throughout the last year, as part of the PLANS standards initiative, we have been critically re-evaluating all of the existing best practices and techniques and sparsity was included as…
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Anaplan Integration API Error - API path not found
Hi , I am encountering the following error: { "status": { "code": 404, "message": "Not Found" }, "path": "/2/0/workspaces/<workspace ID>/models/<Model ID>/exports", "timestamp": "2025-05-26T16:09:29.716228003Z" } Using CURL: curl -X GET "https://api.anaplan.com/2/0/workspaces/<workspace id>/models/<model id>/exports" ^ -H…
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How to convert a date into 2digit format text DD/MM/YYYY
Hi, I'm trying to convert a date into a text line item but Month and Day sometimes have only 1 digit when I need two. Do you know how I can achieve that ?
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Convert list to text
Is there a function to change a list value to a text? I want to use the & operator with list values, but it only accepts text. When I try just using the list-formatted line items, I get the error below, so it seems that if I could convert the list selection into text then I'd be fine: The 'text1' argument for the '&'…
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Sparsity of data
How does the Relative dependency of dimensions affect the sparsity of data? Please help me understand with examples.
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How ADO is enabling smarter and faster decisions with built-in data transformation
Author: Reena Sethy is a Principal Product Manager at Anaplan. In today’s rapidly changing business scenario, organizations need the ability to make faster, accurate decisions to stay relevant. As organizations grow, their data landscape often becomes quite complex and disparate. This makes it more difficult to derive…
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Alternatives to CSV-Based Integration with Anaplan: Exploring Anaplan Connect & ADO
Hi community, I'm currently exploring integration options for direct connection of Anaplan to D365/Yavica and would appreciate your insights. Specifically, is there a way to integrate data directly into Anaplan without first converting it into CSV format? CloudWorks does not support this functionality, so I'm investigating…
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Include the Internal (Full Access) Cloudworks account in Users for easy permissions management
I have recently learned that the reason some of our Cloudworks integrations were not running properly is because the Internal (Full Access) account used by Cloudworks was not assigned the appropriate list-level security. The following Anapedia article describes the requirement: Internal (Full Access) | Anapedia The idea is…
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Add Version Formula
Can anyone share a use case or an example where the 'Add Version Formula' would be needed? I'm a bit confused about how to implement it, so any example would be helpful.
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How I Built It: Combining two custom time schedules
Author: Moriah Reyes is a Certified Master Anaplanner and Manager at Lionpoint Group. Hello Anaplan Community! I’m excited to share my ‘How I Built It’ tutorial with you all. This video shows how you can cleverly use an index list and text list to combine two custom time schedules. Building a custom time schedule can be…
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How I Built It: YTD values using a fake calendar
Author: Jared Dolich is a Certified Master Anaplanner with 8 years architecting Anaplan models. Anaplan Champions! A colleague asked me recently how I might obtain a YTD value using a fake calendar. Yeah, I know — I should have asked why they couldn’t use the normal time hierarchy, but there are occasions where you are…
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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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Calculate once and reference | Model Optimization Team series
Hey! Welcome to the Model Optimization team's monthly blog post. This is an eight-part series, following 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, two of our analysts will take…
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How to roll back a production model to recover lost data
Author: Jessie Zhao is a Solution Architect and Certified Master Anaplanner at Anaplan. Working with a model in ALM has a lot of benefits. These include building new features in a development model anytime without affecting production users, securely managing production lists by identifying structural data that needs to…
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Lack of Dynamic Linking in Additional Insights
Would be helpful to have a more automated way to input line items/changing numbers in a text box inside Additional Insights, currently all the text must be manually inputted.
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New midpoints in Conditional Formatting unintuitive
Adding new midpoints in conditional formatting is unintuitive, as new midpoint must be between the previous and the next one, requiring for all the midpoints to be changed to accommodate the new one. New midpoints should be automatically put in the right position based on its value.
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No option to filter in Pages dimension
There is no way to apply filters to the Pages dimensions by item (with different filters per item in context selector). This significantly limits the ability to create visualizations and often forces us to create saved views in the backend.
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Conditional Formatting in "Calculations" section in grid
Currently, conditional formatting can only be applied on "Calculations" items based on their own value. Being able to apply conditional formatting based on line items could be helpful to use inverse, percentage and many other specific criterias.
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Individual cell formatting
Currently, grid formatting can only been done by dimensions, it could be helpful if formatting could also be done by individual cells, as sometimes a cell doesn't follow the same pattern as neither the row or column.
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Kindly help me to understand how I can achieve this?
I have two modules. In the first module, when I select "America," its child fields should become editable. If I change the value of any child field from zero to a non-zero value, all other child fields under "America" should become non-editable, except for the one I modified. If I revert that value back to zero, all child…
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Open source module link in NUX
Suggest to add the "Open Source module" ability to the NUX, incl. the current analysis options available in the old UX. Right now our users can use the open source module function in the old UX whenever they want to dig into the details, see all the underlying formulas/comments, and do ad hoc analysis. Especially, the…
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Evolve your Anaplan ecosystem with enterprise governance
In this article, you'll find resources to support evolving your Anaplan ecosystem with enterprise governance. This broad topic was covered in depth during Anaplan Live! 2022 — including focused discussion on Centers of Excellence; model governance; workspace architecture; data hubs and data integration; build and…
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[Start Here] User Access Management - Part 1: Get Started
A foundational design element of any Anaplan model is User Management. This includes creating the design within the Anaplan model and app, as well as establishing the process for managing and maintaining access once users are active. The table below contains questions that are typically asked as part of the Foundations…
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Error on Excel Add-In
Hi All, do you know why I receive this error when connecting a view through Excel Add-in? Thank you, Joana
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Iterative Development in Polaris
This article is part of a series on Polaris best practices. Click here for more Community content or visit Anapedia for detailed technical guidance. As Anaplan solution architects and model builders begin to develop in Polaris, it's important to consider how you approach the development workflow. In Polaris the upper limit…