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Date into Time Period Month
I have a situation where i have a line item formatted as a date(lets name it dateLine), and another line item formatted as time period month(monthLine). Currently monthLine=Period(dateLine) which gives me result like :- jan 21, feb 21, etc. However because of Period function limitation of model calendar, for values going…
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April 2025 platform releases and what’s next
Check out the latest Anaplan feature updates and enhancements in our April 2025 official release notes. The information below offers supplemental information to that post. UX New UX for Models section in Administration The Models section in Administration has been redesigned with a more intuitive interface. Tenant…
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Clarification on Updating Model Calendar for New Financial Year
Hi Team, Could you please let me know the impact on model data when updating the time setting (model calendar) at the start of a new financial year? Additionally, I would appreciate it if you could share the precautions I should take before updating the "Current Fiscal Period" field to reflect the new financial year.…
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How to DYNAMICALLY Copy Data from One LIST ITEM to Another?
Hi Anaplan Community, I’m working on a use case where we have to work with templates (List: L_Template#), data pertaining to the template stored in a module (IM01 Input Data). We have given the end-user privilege to create N number of templates, now the ask is if we could Copy data in IM01 Input data of Template 1 to…
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When to import alphanumeric data as numbers
Author: Andrew Barnett is a Certified Master Anaplanner and Vice President at PJT Partners. Today, we will be discussing a scenario that we often run into in Anaplan. Numeric data comes in with units of measure, whether explicitly stated or implied in the data. The data might be a currency, like US Dollars or Mexican…
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Exporting and distributing management reports
Hi, We have created some really great looking customer reports in Anaplan but it is very time consuming exporting each individual customer report and then renaming the file to the customer name. We have over a hundred customers to issue reports to. Has anyone in the community come up with a way to expediate this process? I…
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Management reporting commentary boxes - size by version
In management reporting is it possible to link commentary boxes to versions? e.g. Version A may have lots of commentary about revenue and very little on COGS, Version B has little on Rev and lots on COGS - this will make our report spacing look awkward.
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Mmt Reporting - defining card position
In management reporting can we define the position of cards e.g. option to enter x mm from top left / top right, similar to PPT positioning?
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Mmt Reporting - notes commentary boxes
In management reporting it would be really useful for end users to have the ability to make notes for presentation - similar to the notes function at the bottom of PPT slides that allows users to add a commentary that doesn't appear in the presentation/pdf version.
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Last Non Zero function in the Time Summary
We often need to pick up the last non-zero in the Time Summary. There is a function "Last Non Blank" for text but we don't have the same functionality for Numbers.
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Ability to change the font colour of the data labels for each series.
For better user experience, are we able to change the font colour of each of the series in a chart.
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Hide Background on Grid Cards
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: Turning off the background on text/action cards has allowed us to create clean/smooth dashboards, but the backgrounds around Grid…
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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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Ability to set card widths with more precision than just the 12 pre-set columns
Hi, It would be great to have the ability to adjust card width/height with more precision instead of limiting the widths to the 12 pre-set bars: Without this feature it can be difficult to have pages look neat and organized while also displaying all the information that our users require.
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Use case of assign only
Can you share an example of where we would need Assign only action
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MDX Custom Calculation Cell Reference in AnaplanXL (FluenceXL)
Can AnaplanXL (FluenceXL) reference an Excel cell's value to determine a list member needing to be referenced within a Custom Calculation? I need a Custom Calculation that dynamically calculates the difference between two versions, where one version is determined by an Excel cell's value. I cannot use fixed position…
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Make Integration admin role available for visitors & partners
It's currently not possible to assign an integration admin role to visitors and respectively also not to Anaplan Partners. This makes it a challenge when helping customers with Cloudworks or when just setting up a scheduled model-to-model import. It requires always someone at the customer capable to set-up the connections.…
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Network Map card Setup
Is it Mandatory to have a module setup for Network Map card must be having source list and the destination list as a dimension or it can be just the list formatted line item ?
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Mmt reporting - greater formatting variety for text boxes
Highlighting, bolding, underlining text, adding text commentary & re-ordering pages without entering edit mode. MR Contributors can apply formatting to the page, but without it being a page edit - this would allow users to replicate standard mgmt. report deck production (highlighting/bolding etc. of key points). This would…
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Management Reporting - Undo/Redo buttons
In management reporting can we get an undo button? Allows you to undo accidents made during editing
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Undo option on Report pages
When making edits on the Report pages it would be very helpful to have an option to UNDO changes (even if its the last change). Often if you are trying to align cards things get moved and it takes time to go back and add them precisely.
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Management Reporting Spell Checker
Would it be possible to get a Management Reporting Spell Checker feature like what Microsoft apps currently have for commentary boxes.
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Mmt Reporting - Allow multiple concurrent Page Builders
In mmt reporting we have been having version control issues if saving a page whilst multiple people are editing. Ideally is there a way having multiple people editing at the same time? Alternatively is possible to lock the page while one person is making changes and state who is in there making the changes. (Should be able…
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Microsoft Edge - Bad Message 431
MS Edge is our preferred Chromium browser. Over the last couple of weeks we have started to receive a Bad Message 431 error when we try to relog in to expired sessions. Has anyone else experienced this change? Has anyone identified a fix?
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Leveraging Anaplan for Org Charts
Did anyone of you used Anaplan 'Hierarchy card' for below needs i.e., to define, design, maintain org data and chart (this is not really modelling of workforce): Base-lining org data and org chart. Org design with collaboration. Ability to extract an org chart, at all levels, with specific formatting and legends to support…
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Back to the future not syncing
Hi, We have completed a "back to the future" to enable a filter selector (field selector) on the UX. However when restoring the model back to current state, Anaplan is not able to identify that the new item in PROD is the same item as we have in DEV. Meaning I can either configure the grid to work for PROD (coming from a…
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Please Reflect Chart Legend Toggle State in Management Report PDF Exports
Issue: When exporting a Management Report to PDF, the visibility state of a chart legend (toggled via clicking) is not reflected in the exported file. Observed Behavior: On Boards, when exporting a chart as an image (e.g., PNG, JPG), the visibility settings (e.g., hidden or shown legend items) are accurately reflected in…
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Model Builder training Level 2 - exam closed to reopen please
Good morning, I failed to the exam yesterday evening (60%). Then tried this morning again. After 2 questions successfully answered, I faced network issues. After reconnexion I tried several times but I was not able to reach the exam page. Then the apps says now that the lesson is not longer available and the exam page is…
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What do someone follow while creating line item?
Rules to follow
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Integration from Synapse Cloud to Anaplan
Hi Everyone, I am writing to inquire about the integration options available for connecting Synapse Cloud with Anaplan. I am trying to explore a way to streamline data flows and processes between these platforms, and we are keen to understand the best practices and methods for achieving this integration. Specifically, we…