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A case where general lists unique key were mapped to name or code now wants to map for code
A case where general lists unique key was mapped to name or code now company wants to map for code. There are 300 dimensions need to have this change. How the Downstream impacts for this change ? What are the cautious things need to keep in mind before making this change ? Please suggest .
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Performance Comparison - YEARVALUE(x) vs x[LOOKUP: FY]
Hi all, Was hoping to get some insight into the performance implications of obtaining the year value of a line using either YEARVALUE(x) or x[LOOKUP: FY]. Both will retrieve the same result assuming summaries/timescales are setup correctly, but they are definitely not calculated the same (based on anecdotal tests). From…
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Filtered Picklist / Dependent Dropdown using values
Hi all Is it possible to set up a dependent dropdown based on a value? The scenario is that we have a list of orders with an order quantity, with a line item for the user to select the destination. However, we have a capacity constraint in the destinations, so we want the line item to only display the destinations with the…
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Workflow adhoc triggering
Hi, we have workflow enabled now and I was looking at it for Invoice approval process. Some days we have no invoices, and then other days we may get multiple invoices arriving. From what I can see Workflow needs a schedule to run (daily, weekly, monthly etc), does that mean we can't trigger a workflow when we want to start…
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Model Schema
Model design should always come before model building. A model schema is used to diagram the relationships that will be built between the dimensions (time, versions and lists), the modules, and the dashboards in an Anaplan model in order to meet end user needs. Organizations may also have schemas detailing the…
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January 2025 platform releases
Check out the latest Anaplan feature updates and enhancements in our January 2025 official release notes. The information below offers supplemental information to that post. Integrations & Extensibility Metering improvements in ADO The metering lozenge on the Overview page now includes consumption of storage and datasets,…
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How I Built It: Time and Version filters
Author: Stacey Gibbens is a Certified Master Anaplanner and Solution Architect, Financial Planning & Analysis at Globe Life. Greetings, Anaplanners! Today I’m excited to share my ‘How I Built It’ tutorial on minimizing import/export toaster time by utilizing time and version filters on source data saved views. In my video,…
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Can we create actions from one prod model to the other prod model?
In my organization, we have two prod models and one dev for both of them. Can we create an action in this case? The user asks to reflect the data from one UI page to another, but they are from two different models and a common dev. Is this doable?
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Model Building - Avoiding Circular Reference
Working on a use case to reproduce following psuedo code in Anaplan Start Recommendation_given=0 for tranche 1 to 6 if tranche =1 then tranch_contribuiton = 0 else if tranch recommendation <= recommendation_given or tranch_recomendation = 0 then tranch_contribuiton = 0 else tranch_contribution = tranch recommendation -…
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Bulk deletion of comments on Cards
Hi Community, We have got this requests from our stakeholders if there is option to clear out the comments they have entered over the cards month on month. But we wanted to check here, if there is a bulk delete option to clear these comments when we shift from one month to another.
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Issue with ISFIRSTOCCURANCE funtion
Issue: One of our Integration task failed with an Error : Too many cells for ISFIRSTOCCURRENCE calculation: actual=50144479 maximum=50000000 Steps taken to avoid this was to chunk the files to less number of rows. The error still appears. What is the actual reason for the error? Or what need to be done get any error that…
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Workflow - Notify people on rejection
Hello, If you have a decision task in workflow and you choose "Continue after rejection", you don't get a choice of messages. If you choose not to continue then you can't add a notification telling people the task has been rejected. How would you notify someone that the decision was rejected?
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Why does it take Anaplan so long to reject a formula?
I make mistakes when entering Anaplan formulas. If rejected the message "Closing" comes up, and it then takes Anaplan between 1 and 5 minutes to finalise the rejection and come up with an error message. Why does it take so long?
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Dynamic Line Item Label
One recent scenario was where the Line Item Labels are shown as CY, CY-1,CY-2,CY-3 and users wants this name to be dynamic like 2024,2023,2022,2021, I want this label to change in all modules each year as the current period changes. There were many occasions where there were requirements to change Line Item Label, which…
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Import 2 number list with identic Parent and Code
Hello, In Model 1: I have 2 Number List: Payer Sold to, with parent Payer Every line in organization, also exist in Sold to list. As example: Name: Parent: Code: Aushan _______ 12 - Payer Aushan Aushan 12 - Sold to Aushan Aushan 15 - Sold to In Model 2: I have 2 Number List, as well: Payer Sold to, with parent Payer I copy…
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Can a parent numbered list and child numbered list have the same code?
Hi All, I have a parent hierarchy in numbered list.Both are uniquely identified by code. Parent List : Program Child List : Project So When I am importing into child list(Project), it is ignoring some of the records. After the analysis, I found that the records that are being ignored have their codes already present in…
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Anaplan Power BI connector - not refreshed from Power BI
Hi all, I am working with Power BI connector for the first time and have a problem with the Refresh part. The first time data from an export action is imported into Power BI by Power BI dev team, everything is OK. When numbers are changed in Anaplan and a manual Refresh is done in Power BI, data is not refreshed. If I test…
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Show Total in Module even after applying filters
Hi All, In one of my moduel having a column "Rebate Payment Amount" which has values, and also we set the show TOTAL on Above for giving total aggregated values as single value, it works only if we didn't apply any filters on the remaining columns in the module. How to show the 'Total' i.e. sum of all rows for the column…
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Data validation overview
Author: Audrey Neet is a Certified Master Anaplanner and Director at Tru Consulting. Data validation is the process in which business users ensure that the data in Anaplan ties to their source system. It's an important step in preparing a model for go-live as it ensures the data in the model is accurate and the end users…
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Drill to Transaction Functionality in the New UX
Drill to Transaction Functionality is considered critical for some partners/clients as it's functionality that has no alternate solution. I have heard specifically from FP&A implementations regarding allocations, as well as ICM use cases, but would love anyone giving kudos to leave comments with additional examples of it's…
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2.3.10 Activity: Create Demand Forecast
Hi all, I'm stuck on this activity, I'm pulling through a 0 value for Default Forecast on Week 6 FY21 and the answer is suppose to be 73.48.. I'm not sure where I'm going wrong, I may have used the wrong formulas in DEM03. Can someone please point me in the direction
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Help with L1MB lesson 8.5.3 Activity: Import Data into Volume Inputs Module; Import not working?
Hello — I have been trying to import the data file Volume+Inputs into the REV02 Volume Inputs module with no success. Just a couple of disclaimers: I am in grid view when I try to import I have refreshed both the lesson view and the example view I have re-downloaded the file I have updated the grid view for the time being…
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TimeSum for a specific line item
First Module List: SKU's Dimension : weeks Line item: Volume Second Module List: 1- 100 ( a list of the numbers 1 to 100) Line items: Start week, End week, SKU, Item I want a timesum in the second Module from the first module TIMESUM('Volume Module'.'Volume', Start Week[LOOKUP: Item], End Week[LOOKUP: Item]) This works for…
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PREVIOUSITEM() - PREVIOUS() on a list
Referring to the previous item in a list is a nightmare: You can write a lookup to find the previous item, but as soon as you try to use it you get a circular reference. Sometimes you can get round this with creative use of the CUMULATE() function on your list, but sometimes you can't and you need to map your calculation…
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Summary values according to two list/line items
I have a module "details" dimensioned by a list 'orders' which is a hierarchal list . Structure of module looks like this :- one of the line items is 'Amount' and one is 'Plant location' in another module "Summary" i want to summarize the figures of this module according to plant, this module is also dimensioned by same…
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Black Box Timesum Drilldown
One of the best things about anaplan is the ability to drill through the model to see where values come from. sadly, anaplan is now quite limited in how you aggregate over time. at some point changes were made that more else require you to use the timesum function to aggregate over time specifically (SUM: does not work).…
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Source model switches automatically on changing page in NUX
We are facing a issue where user selects a new source model on a page and then when he moves to different page the source model changes. There is 1 model for each country. The user wants to do the planning for first country and then move to another country. What really is happening is that the planner make some changes in…
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New UX - column's width for grids / worksheets
It would be great if it's possible to define the column's width by numbers (% or px). It's a very time-consuming exercise to match it manually if you have similar columns in the same module or similar modules on a page: or
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Updation of forecast data in one grid in a UX page updates the same data in another grid & UXpage
I have two different UX page sourced from 2 different models. The requirement is that in one UX page there is a grid where the users can update forecast data month-wise for various cost centers , like wise in the second UX page also the users can also update the forecast data. Now the requirement is that in both the grids…
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2.3.8.4 Create DEM02 Volume Growth Rates by Week module
This is my data on monthly basis what I am doing wrong?