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Error while uploading ADO screenshots
Hello Anaplan Community, I'm facing an issue while uploading ADO screenshots, crosschecked my file size and naming conventions they are correct as mentioned in the lesson. Anyone faced the same issue? Pls let me know how if any solution to this problem. Thank you.
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Management reporting table view dynamic column
I have a report page in which we are showing demand based on period selected in another page with column filtered on period selected , however the table in report page is not changing periods if value changed in selection view , can anyone explain if dynamic filtering on column is not there in a slide report
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What happens if you miss the Anaplan recertification deadline?
Maintaining your Anaplan certification is crucial for validating your expertise and staying current with the platform's latest advancements. Missing the recertification deadline means you will lose your certification status and need to start the certification process over from the beginning. This article outlines the…
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Read/write security rights simplification for AnaplanXL
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: I have a small improvement request for assigning security rights to different security groups in AnaplanXL - it makes sense having…
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Default value for Booleans or other types
I would like to pre setup input Booleans by default to true in the blueprint view //GP
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Feature Enhancement Request: Display Name Adjustment for Tooltips in Security Profile Access
We would like to request a feature enhancement regarding the name displayed in the tooltip within the Security tab. Current Behavior At present, both the tooltip and the Manage Members section display only the member name. Difficulties ( feedback from our end users) Many of our clients use large member hierarchies—ranging…
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Workarounds for coercing timescales in Polaris?
Hi, all. Polaris formulas don't coerce timescales like classic does and I'm looking for a workaround. I want to build a UX time selector like I have in my classic models: The way it works in classic is like this: The "Filter" line item looks at the month formatted, quarter formatted, and year formatted boolean line items…
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Automated Email Notification Capability
I currently have timetables built out in Anaplan with designated users to each deliverable with due-date. I would like to have the functionality to send automated rmeinder emails to users when the due date is getting closr and teh deliverabl has not been completed
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Which is better for Polaris' performance? SUM or LOOKUP
Hi folks, I was testing which function performs better in Polaris to pull data using a 1:1 mapping. Let me first give you the context: I have a DAT module where many KPI metrics are structured as a Flat List with only one line item (Amount) to store data. Then, I have a CALC module whose line items are also KPI metrics.…
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How I Built It: Customizing Summary Methods
Author: Mitch Aist is a Certified Master Anaplanner and Principal Consultant at Tru Consulting. In this How I Built It video, I share a unique method for creating custom logic for Summary Methods. Learn how to create line items that can identify the hierarchy level of list items. You can even use this technique to utilize…
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Module line item sizing
I have a module dimensioned by Articles (3056 cells), Versions, and Months over 5 years. Versions has 8 elements, Months has 60 elements. If I run with No Versions the total cell size is 183,360 (ie. 3056 x 60 x 1). I expect 8 Versions to 1466880. But the model tells me it is 1347696 cells. Why the difference?
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Different Subsets of Parent Lists in Input & Output Modules
I have 2 lists used in modelling, In Input module I'm using subset of territories from Country List and subset of Regions from Flat list. But in Output module,Its reversed, I'm using subset of regions from Country list and subset of territories from flat list.How to derive the numbers from input to output module. I do have…
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Function Movingsum
I try a movingsum function but i get always the next message This is the function that i try And the location that i try to aggregate Why do i get this message the module has a day scale?
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The power of the ‘No’ version approach in Anaplan
Author: Hanwen Chen is a Certified Master Anaplanner and Professional Services Sr. Manager at Anaplan. Over the years, working closely with Anaplan customers across industries, I've been called in to diagnose and fix struggling models — often in crisis mode. Time and again, one particular design pattern surfaces as a major…
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Problem with the Excel plugin and exiting Excel
Hello, we have a problem with the ExcelAddin 4.4 and Excel 365 for Enterprise. Once the plugin is installed and we open / close Excel, an invisible Excel process remains and doesn't close. Because of this, very often we have the message "Do you want to start in safe mode?" next time we start excel (especially after a…
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Improve error logging in a data transfer step workflow
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 the data transfer step fails, it generates the following errors in the Workflow log: Unable to execute Staging table import.…
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[Part 2] Enhancing Anaplan Audit Log Data Extraction with a Streamlined Python Solution
The Anaplan Audit History project, consisting of several Python modules and a configuration file, works synergistically to streamline the process of fetching, formatting, and loading Anaplan audit log data into a preconfigured Anaplan Model. The project leverages the Anaplan REST API, the Python Pandas library for…
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Custom Calendar Scheduling for Workflow
Currently Templates can only be run on a certain day of the week or selected date of the month. It would be great if it can have more options to trigger workflows
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Forecaster - How to manage NULL values?
In real-world forecasting applications, it's common for data to have null values. These values are missing values for certain points in time. There can be multiple reasons for the presence of missing values. For example, a transaction may not have occurred, or a device or service that monitors data may have malfunctioned.…
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Workspace Admin at model level
The ability to select which models in a workspace - where a user is either a workspace admin or not. Currently one is either an admin for all models in the workspace or none. Selective models for workspace admins is not possible. There is a need to select workspace admins for selected models in a workspace.
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Import for Weekly Data
I am trying to import Historical Weekly Data, but am constantly getting error. Please assist how to import Weekly Data? I tried several times, I have attached Screenshot.
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Pagination in Management Reports Without splitting Parent Blocks
Hi I would like to set up pagination in management reports by assigning a page number to a list item and its parent but I also want to be able to keep a block of parent and list items together and not split over two pages. E.g. Parent 1 - 1 Child 1 - 2 Child 2 - 3 Parent 2 - 4 Child 3 - 5 Child 4 - 6 Child 5 - 7…
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Bulk Copy Action for Production Lists
This idea relates to the Bulk Copy action enhancement released in a platform update earlier this month (Nov 6 2021 release). (Thank you by the way for that enhancement!) We would like the ability to execute the Bulk Copy action for Production Lists. (Currently, the action is limited to only non-Production Lists.) Bulk Copy…
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Turn off Show Comments Summary Panel?
Is there a way to turn this off? What is the point of allowing all users who have access to a page to see all Comments? Unless I am missing something, this Show Comments Summary Panel is not security access dependent. All users who have access to the page can see the comment. This fact is even confirmed via the "Who can…
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Removal of space for bespoke prefix/suffix / currency code
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: Applying things like bps is great but would be great to not have the space between number and item. For pre-defined ones such as %…
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Cloudworks Integration Flows in UX
At the moment, we are able to add Cloudworks Processes to the dashboards and the addition is great. Could we do the same with the Integration Flows? I see multiple benefits from this for several customers and I do not think that the implementation would be too different from what is currently in there. Is this currently in…
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Dynamic Display by Language Selection
Problem Statement Ever wonder how to display your data in a different language format in Anaplan or simply just want to cater to language display options based on user selection? Step-by-step guide We need all the lists that require translation to be defined and it is best to have modules with definitions of each language…
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Data Integration to Fluence workspace
Hello Everyone, I am seeking guidance on how I could create a workflow process in Fluence consolidation workspace, using the ADO import task. Does anybody know what kind of information I need to fill in these fields? I have watched the ADO training but only explains the data transformation and integration within Anaplan…
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Selective Access Challenge: Summarizing L3 Inputs at L1 Level Without Losing Granular Access
Hi Community, I’m working with a hierarchical list structure in Anaplan: L1 Region (e.g., Asia, Europe) L2 Country (e.g., India, Pakistan) L3 Local Input (e.g., Mumbai, Lahore, Islamabad) Users are given selective access only at the L3 level (specific cities like Mumbai, Lahore, etc.) so they can input data at those…
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Formula to pull dates from History log - Cell Updates
Hi! I would like to be able to pull information about the date/time when a cell is update. Example: If I tick a Boolean field called Final Position to mark a deal as ready to be contracted, I'd like to have an associated Final Position Date automatically fill in with the date that this cell for the deal was ticked