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ADO: Moving beyond data hubs to planning-aware integration
Author: Miki Sato is a Product Manager, Product Management Team (Data Management) at Anaplan. Legacy approaches to data integration — manual scripts, standalone hub models, or general-purpose ETL tools — often introduce complexity, delay, and governance risk in Anaplan environments. Anaplan Data Orchestrator (ADO) offers a…
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Dynamic renaming of line items
Consider the following situation: As part of a planning process, a planning user requires the following items to be presented in the module: * Current year revenue actuals - year to date, needed to plan for the next year around the third-quarter quarter mark of the year * Current year revenue projection, based on the run…
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Can there be a duplication in Process ID's
Can there be a duplication in Process ID's
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The beauty of simplicity: any level of selection in a hierarchy
Author: Hanwen Chen is a Certified Master Anaplanner and Professional Services Sr. Manager at Anaplan. Use case This is an interesting use case. One of our customers wanted to be able to include/exclude any list item/member in any level of a hierarchy to/from a group. The customer calls the group “Domain”. Domains are used…
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Did You Know: Code for Line Item Subsets
Author: Jonathan Cushing is a Certified Master Anaplanner and Senior Consultant at Vuealta Consulting. The video gives the details of a little-known function in Anaplan whereby you can add codes to line item subsets (LiSS). The video shows: Where to input the LiSS code How it can be used to map a line item subset to a list…
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Change to a Saved View should not break exports
When model builders modify a saved view, this breaks existing export actions that use that saved view. The reference to the view is not dynamic. For example, if a model builder adds a new line item to that saved view, then existing Export Actions do not recognise the change. Then the model builder needs to create a new…
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How to Ensure Full Data (line items) Clearing in Anaplan Imports When Incoming Data Is Partial?
Hi Community, I'm facing a challenge with data clearing during imports in Anaplan, especially when the incoming data only represents a subset of the target module. As many of you know, by default, Anaplan imports only replace the cells represented by the incoming data. This means that any existing data not included in the…
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2.4.5 DCA Learning app
Good afternoon I have down loaded the app several time. OK for the modules but unfortunately it does not work for the UX pages. Can you please help? thank you.
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Level 3 Model Building - 4.2 List Subsets
When watching the video for adding the "Should be in Active subset?", Defined in Active Subset" and "Load to Active subset" was written correctly In the "Should be in active", it compares start and leave date to the current period, using start date < current period. Shouldn't this be < = current period? Shouldn't the…
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Curiosity, Collaboration, and Connected Planning: Inside a 3-Day workshop
Author: Mikhil Agarwal, Certified Master Anaplanner and Delivery Manager at VISEO USA Inc. “They say a strong foundation doesn’t just support growth; it sparks curiosity.” That could not have been more fitting during our Anaplan onboarding workshop in Singapore last year. What began as a technical Level 1 Model Building…
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Administration Console: Keep Last login in Date format, on top of new format
It is great to know how old is the Last Login, but: 1.It would be great to keep the old Date format as well, to be able to make more easily some ad hoc analysis (older than X days, months etc…, as shown in example further below). The filter on new format is not possible and would not be meaningfull. 2.It would be great to…
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Synchronized Scroll on Worksheet with an Expanded Grid Card
It would be incredibly helpful to have the ability to group the main worksheet grid with an expanded card for synchronized horizontal scrolling. Use Case: In my worksheet, I have the Time dimension on columns and a list on rows in the main grid. I also use an expanded grid card to show a different breakdown—still by Time,…
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Using Polaris and Classic
Client has spoke models built in Classic and now considering building Data Hub in Polaris in order to deal with sparsity. On the surface this seem possible but likely a bad idea. Has anyone done anything similar to this? Specifically, what did you have to do to ensure that data was compatible? Any thoughts or suggestions…
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Line Item Spacing within a Text Box
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: Option to adjust line spacing within a text box. Who is this impacting? (ex. model builders, solution architects, partners, admins,…
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Generating Failure Dump Step - on Successful Imports
I've few actions in our Supply model which when run takes some time on the "generating failure dump" step at the end of the action even though the import is a full success without warning or errors. This is just a few seconds when run for a single action, however we have a process with 120 actions, and most of these…
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Display Native YTD and YTG with a filter
Hello Anaplaners, I have an issue about displaying YTD and YTG in columns. In a dashboard, i display a module with native time in columns. On this module, we set up a boolean dynamic filter linked to a time filter module. This filter displays the current year (2017 in this case). But the client needs YTD and YTG in the…
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Headers in export files
When Exporting files from Anaplan I would like the possibility to remove the list name from the header when adding properties properties in the export file. Today I can only choose Include or exclude Row Label headers. I would like to have the possibility to exclude the name of the list in the header. From above export I…
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Returning a list member's code based off a unique property?
Hi all! I have a module with a line item for "SKU" (text format), that lines up with a "SKU" property (also text format) within a specific list. In that initial module, I want to return the corresponding code for the list member with that matching SKU property. Example: List: Item Number List Member Code: 123 List…
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Audit and change logging for ADO activity
I am trying to ensure comprehensive logging and auditing within the Anaplan Data Orchestrator (ADO). Currently, ADO activities are not being logged in the audit log. This includes crucial details such as: Users who logged in Login timestamps Objects created or changed Data integration processes executed While Cloudworks…
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Any opportunities in NYC?
Hey all, Not sure if this belongs here, but I figure I'd give this a shot anyway. I just obtained my L1 and L2 certifications and am looking for entry-level job leads in the FP&A industry in New York City. Does anybody know anyone who is hiring? Any sort of lead/newbie advice would be appreciated! Best, JR
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Display timestamp on your Anaplan dashboard
Author: Hannah Shan is a Certified Master Anaplanner and Senior Consultant at Lionpoint Group. I've come across discussions about whether there's a way to display the action timestamp on the UX for the end user — and there have been some great suggestions to bring in the date by leveraging CloudWorks. But what if the end…
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Process Run time Duration has Doubled - Trying to Identify the root cause
Our company recently underwent a merger and we took over a company, this means our model now has become bigger overall - New SKUs, New Customers , new Production lines etc. The size of the model: before go-live with merged entity: ~50GB After go-live with merged entity: 79 GB Agree and understand that the model size…
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Level 2 2.3.10 Activity: Create Demand Forecast
Hi, I am checking my answers at the end of this lesson and realize that I do not have any data populating for FY21 (attached). I have included my formulas and looking for any help and guidance on this issue. Thanks, Stephanie
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Resync from DEV after changing mode from Standard to deployed
Hello One model has been changed from Deployed to Standard by mistake. If I re-change from Standard to Deployed, will I be able to sync again from DEV without losing anything? Thank you
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3.5.5 Activity: Create Distribution Center Summary UX Page
When I done 3.5.5 Activity, I have 2 questions,Please help me thanks. 1.I want to know what's the way to get it. My Result: Expect： 2. now,there is a space line on the header, I want to hide it,but I don't know how to solve it. My Result: Expect：
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Integrate NetSuite Consolidated Balance Sheet
I'm trying to set up an integration to get our consolidated balance sheet ending balances from NetSuite into Anaplan. Initially I was able to load transaction data using a saved search, which works for our income statement, but for the balance sheet it doesn't allow me to get the right values for foreign accounts that have…
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License Management Reporting機能について
皆さん、こんにちは！ Anaplanカスタマーサクセスの藤﨑です。 この度リリースとなったLicense Management Reporting機能について、 機能の詳細とご利用方法をまとめた資料を作成しました。 機能のリリースと同時に別途トレーニングをご案内差し上げておりますが、 手短に機能の詳細を把握したいといった場合や、Anaplan管理チーム内で資料にて共有したいといった場合にご活用ください。 トレーニングのURLはこちら：Academy Training…
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L1 SYS08 Employee Details module - Import and Mapping Issue
Can anybody please write down the steps for the particular SYS08 - import and correct mapping As after several attempts and struggling to get it right . Appreciate your support guys.
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OEG Best Practice: Formula structure for performance
Thinking through the results of a modeling decision is a key part of ensuring good model performance; in other words, making sure the calculation engine isn’t overtaxed. This article highlights some ideas for how to lessen the load on the calculation engine. Formulas should be simple; a formula that is nested, or uses…
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Migrating Data from Testing to Prod
Suppose I have both production and testing environments. I need to move some data from testing to production. Should I create an action for this? I believe creating an action requires using a standard model. If I go that route, will it affect the links between development and production, or development and testing?