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Architectural Use Cases for setting Action Imports / Import Data Sources to Production Data
There's only 1 practical architectural use case I can think of at the moment why you would consider setting actions as production data but would like to check in with others if there are other use cases I have not considered. The one use case I have considered is if you are splitting the same model in to regional models,…
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How can you mark the first week of every month in a timescale as TRUE
Hi Community - I'm having a hard time trying to figure out a formula for a boolean filter that marks the first week of every month as TRUE. This filter will be used to isolate the first week of a month and sum values across a couple modules. And before anyone asks, I haven't been able to try much because I'm unsure of…
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How I Built It: Replacing list items
Author: Chris Allen is a Certified Master Anaplanner and Manager at Allitix Part of Accenture. Hello, and thank you for checking out my ‘How I Built It’ video tutorial on replacing list items! The video will walk you through the process of replacing list items. The key feature leveraged here is importing a new code into a…
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The ability to add a dynamic sub total to a grid
I would like the ability to add a dynamic subtotal to a grid, so when rows are filtered out the total is updated on the fly
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Restrict Characters in Open Text Line Items
It would be great if text formatted line items that are user inputs could be restricted to only allow certain characters. When users are allowed to input an escape character or newline, it can create problems for exports.
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How to Pull Data from Non-native Versioned Source Modules into a versioned module?
I have a Report module that uses native versions (Actual & Budget). I need to pull data from two separate source modules: One module contains Actuals data (not versioned). Another module contains Budget data (also not versioned). Since the source modules do not have versions, how can I pull their data into my versioned…
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Creating a two-layer ranking system in Anaplan
Author: Laiza Tagumpay is a Certified Master Anaplanner, former Customer Success Business Partner at Anaplan in the Philippines, and is now a Solution Architect at an implementation partner in Canada. When developing effective plans, companies often rely on multiple layers of prioritization criteria. In this blog, we’ll…
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Is there a way to get a timestamp automatically added to an export file name
It would be super helpful to have the timestamp as part of the export file name in Anaplan, especially when clients run reports every day during the budget season. Is it possible to do? And do automatically?
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Spring cleaning: A step-by-step guide to optimizing your model
Author: Ekaterina Garina is a Certified Master Anaplanner and EPM Consultant at Keyrus. Does your Anaplan model feel cluttered with too many line items and modules, making it difficult to find anything? Are you dealing with redundant calculations? Need a little optimization? Or perhaps you have a large model that needs…
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App Folders & Better Organization Options for COE
As a COE, we would like a better way to manage applications across a large organization. It seems the only ways to do this is prefixes, access and deleting/ restoring (which has an expiration I believe). Would love to organize training applications, POC apps, etc. in specific folders or groupings to ease general…
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YTD / YTG Functions
Hi All, Looking for a bit of guidance here, around YTD / YTG functionality, do people tend to use the elements that are shown in the model calendar, or do they do in a different manner and if so how? I would appreciate any guidance and pro's / cons that people could advise. For reference, we don't use native versions,…
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OEG Best Practice: Data Hubs: Purpose and peak performance
You may have heard about a model called a Data Hub, but perhaps you aren’t confident that you understand the fundamentals, primary functions, or considerations when architecting one. There are three main advantages to incorporating a Data Hub: Single source of truth : Stores all transactional data from the source system.…
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Create Shipping Export Module and Create a Saved View; Final Line Items for INV01 Inventory Ordering
Hello All - I am still having a frustrating time figuring out the final formulas for the above mentioned modules. And this is after reading and re-reading the directions provided and getting hints or even answers provided by the community, I'm still not getting the results provided by the instructions. Is there anything…
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Excel Add-In Showing Cells with Strikethrough
When using the excel add-in to pull data from Anaplan, a seeming random number of cells are formatted with strikethrough though they are not formatted this way in Anaplan and the formatting is not on in Excel?
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Aggregation -> show / hide in NUX
Hi, I'm trying to build all reports by using only NUX functionality and discovered that the items of lists / line item subsets change order when you hide / show some. The parent / sum is shown at the top instead of at the bottom. In classic, I'm able to lock the order with show / hide. Can this be fixed without building a…
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Change Email-id
what is the step for changing my mail-id?
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Change of E-mail Domain - User History and information
My Org, will be undergoing a rebranding soon and as a part of it the domain name of the email addresses will change user@oldco.com → user@newco.com We use Anaplan SSO for Login and Authentication, Once the SSO is reconfigured expect change reflect in Anaplan user base. How will Anaplan treat this change? Will the new…
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Native Versions: Add as a Line Item Format Option & Allow Subsetting
As a model builder, some of the native version functionality is great. However, there are limitations that prevent it from being preferable in several cases. For this community idea, I am requesting the ability to have both of the below functionalities for the native versions in Anaplan: 1 . The ability to set a line item…
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Have time as line item format (12:00, 12:30 etc)
Would be great to be able to have a line item format of time - not this isn't knowing what the current time is but users being able to put in 12:00, 12:30 etc or imported via datasets As we look towards having operational planning models being able to capture time as a pre-defined dataset rather than creating a list would…
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Process button works with different model
I have a page where we control data between the different models when they need to be run as needed. As such the page itself is connected to multiple models. Data Hub, and FP&A. I've noticed somethings strange and i'm wondering why this is happening. Usually when I change the model at the top of the page, all the process…
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Force Logout & Re-authentication If Role or Permissions Change When Logged In?
Does Anaplan have a global setting that requires a user re-authenticate/log back in if their role or permissions change while logged in? Is there documentation I could reference?
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Level - Sprint 1 - 1.4.6.1
1.4.6.1 Rename Actions Using the recommended naming conventions for Actions: * Rename the Actions used to load the P3 SKU list and SYS12 SKU Details system module:* Organize the Actions in the correct sequence. * These Actions will be included in the Process: 1 Load Products. * Rename the Action used to Build the P3 SKU…
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Need help in formula to select specific month/year(cutoff date) to calculate larger calculation
share some exmample
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Anaplan's Authorization Code Grant API Flow: A Seamless App-to-App Authentication Option
In the realm of contemporary application development, achieving seamless authentication is paramount for delivering an exceptional user experience. Anaplan, a prominent player in the realm of planning and performance management, presents a flexible and robust solution for enabling resource authorization between Anaplan and…
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Pulling a column into an Import Module
I need to pull data from one module into another. Here's a breakdown of my setup: Module1(G4 Metro Module): This module is dimensioned by G4 Metro list and includes a line item that maps 'Node classifications' to the G4 Metro items. Module 2 (Import Module): This module is dimensioned by a numbered list (UID) and has a…
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Option to display Line Item notes in UX when cursor hovers over line item.
Anaplan has the potential for good internal documentation with Notes on most Model objects. It would be great to be able surface this in UX: Module Notes, Line Item Notes.
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Drill to Transaction on UX page
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: Why is Drill to Transaction not available in the UX? How often is this impacting your users? Always Who is this impacting? Everyone…
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Ability to rename ADO created import actions in a model without breaking the ADO Link
When an ADO link is created, it generates an associated action in the model. However, these are generally non-descript in their name (eg. something like "ADO Import 10000001"). While this is not an issue itself, you are unable to edit this while still allowing the Link to function. This means the actions end up with…
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Anaplan Export Action to Python
Hello - we created a python code to call an export action from AnaPlan but for some reason the python exported data shows the old values even if the the module associated to the export has new data. Does anyone encountered the same issue?
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Email notification
Can someone help while creating an email notification in the action card. A line item in a module data is applied to only one selected user from that line item but how do we send notification to group of users.