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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…
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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…