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Leveraging Anaplan for Org Charts
Did anyone of you used Anaplan 'Hierarchy card' for below needs i.e., to define, design, maintain org data and chart (this is not really modelling of workforce): Base-lining org data and org chart. Org design with collaboration. Ability to extract an org chart, at all levels, with specific formatting and legends to support…
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Back to the future not syncing
Hi, We have completed a "back to the future" to enable a filter selector (field selector) on the UX. However when restoring the model back to current state, Anaplan is not able to identify that the new item in PROD is the same item as we have in DEV. Meaning I can either configure the grid to work for PROD (coming from a…
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Please Reflect Chart Legend Toggle State in Management Report PDF Exports
Issue: When exporting a Management Report to PDF, the visibility state of a chart legend (toggled via clicking) is not reflected in the exported file. Observed Behavior: On Boards, when exporting a chart as an image (e.g., PNG, JPG), the visibility settings (e.g., hidden or shown legend items) are accurately reflected in…
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Model Builder training Level 2 - exam closed to reopen please
Good morning, I failed to the exam yesterday evening (60%). Then tried this morning again. After 2 questions successfully answered, I faced network issues. After reconnexion I tried several times but I was not able to reach the exam page. Then the apps says now that the lesson is not longer available and the exam page is…
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What do someone follow while creating line item?
Rules to follow
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Integration from Synapse Cloud to Anaplan
Hi Everyone, I am writing to inquire about the integration options available for connecting Synapse Cloud with Anaplan. I am trying to explore a way to streamline data flows and processes between these platforms, and we are keen to understand the best practices and methods for achieving this integration. Specifically, we…
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Alternative for the default export chunking
Author: Anya Skvortsova is a Certified Master Anaplanner and CoE Lead at Asana. Problem statement When exporting the data from Anaplan module, Anaplan’s default chunk size is 10MB. The common challenge is that the chunks produced may have the rows split not just into the separate files but also split the row in the middle…
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Load FY-Level Data into specific month via Data Import Between Modules
Hi Community, I have a scenario where I need to push data from one module to another within Anaplan. Here's the setup: The source module contains data at the FY level (i.e., yearly summary), example FY25 The target module has the same dimensionality but is at a monthly granularity. I need to load the FY25 value into…
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Delete from List Selection Action
We are trying to set up a Delete from List Selection Action. We have set up a Control module with a Boolean line item to determine what list items to delete. When we try to set up the Action, the control module is not displaying for selection purposes. The Selected using only refers to the one module: DAT01…” Both this…
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How I Built It: Football Survivor tool
Author: Ryan Rist is an Anaplan Solution Architect at General Atlantic. Hello Anaplanners! I’m happy to share my ‘How I Built It’ tutorial today; a fun football game/tool. Football Survivor is a competition where people select one team per week. If that team wins, they move on. If that team loses, they are knocked out.…
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Level 2 Activity 2.3.10 Create Demand Forecast
Hello, I am unable to fix my Baseline Forecast formula even after going through so many Community articles. I don't know what I'm missing. Please help me! This formula is giving me data for FY20 (the 1st forecast year). But it's giving me 0s for the second forecast year. I have tried to write the ELSE IF condition to…
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How do I add Create action in NUX ?
Hello, I see one create action in "Actions" but cannot add that in NUX, how do I achieve this ? The same create action is in Classic dashboard though. Thanks in advance
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1.5.6.2 Import Data into Historic Volumes Module
Hello, I'm struggling with importing data into the 1into Historic Volumes Module. I saw other threads on this topic, but I did not solve the problem again. this below is the mapping blue print module The error I get it seems caused by the no-aggregation of data Please help.. I've been struggling with it for hours.. Thanks
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How I Built It: Dynamic cell hardcoding
Author: Casey Pham is a Certified Master Anaplanner and Director of FP&A Systems at Yext. Hello Anaplan Community! In this ‘How I Built It’ demo, I'm going to show how we dynamically hardcode data in cells in order to preserve values that were previously derived from calculations. An issue I've seen in past implementations…
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Stacked Pie Chart
For my analysis, I need to create a stacked pie chart in Anaplan. Is there a way to achieve this visualization, or are there any suggested workarounds? if there are absolute figure the total should be visible in inside circle.
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Synchronising Module Line Item with Page on same Dashboard
Hi Guys, I have a dashboard with a grid for users to setup Promotion Entries. The module behind this grid has a numbered list called Promotions and the line items in the module are used as references in the property formulas for this List. I have another grid in the same dashboard with the Promotions and Customer lists…
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1.5.6.2 MB level 2 - question related to import
Good afternoon, I face an issue with the historical volume import. can you please help? thanks
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Fluence - Anaplan Consolidation
I’ve started the basic training module on Anaplan Consolidation and completed a few lessons, but there are still some things unclear to me. How do we get started with Fluence as a platform? In Anaplan, there’s a workspace where users create and work on models based on their use case. How does this work with Anaplan…
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Anaplan Polaris – Blueprint Insights
This article is part of a series on Polaris best practices. Click here for more Community content or visit Anapedia for detailed technical guidance. In this article we’ll review some of the blueprint insights available to help you optimize and improve efficiency in your Polaris models. Blueprint Insights defined Polaris…
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Anaplan UX - APP - META DATA Columns
As an Anaplan UX Page Builder and Ender User, I need the Apps area display app META DATA columns such as: Created By Creation Date Last Modified By Last Modification Date App Type App Version So that it is easier for me to manage the Apps under my Anaplan Tenant. App Type information should be editable only by the Page…
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Wrap text in cells
Column headers provide the option with "Column Settings" to wrap text, body cells should allow wrapping as well
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Geo-Map 'Checkered' view
Hello Team, I am working with a Geo Map and I realize that when I hover over a territory, it shows the details I want it to show but when I click on a territory, it becomes 'checkered' and remains like that until I select something else, which makes the new selection checkered. Why does Anaplan do that? How do I…
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NUX - Multiple Pages/Worksheets Open at a time
As a user of the New User Experience, I want to have the ability to have more than one Page or Worksheet open at a time. Depending on the setup of a model, and UX, many users may create temporary views and jump back and forth between a couple of grids to validate or compare. In the classic UX, you can have multiple…
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Anaplan Polaris – Populated Space
This article is part of a series on Polaris best practices. Click here for more Community content or visit Anapedia for detailed technical guidance. This article introduces the idea of Populated vs Empty Space and outlines why it is a key factor to keep in mind when building in the Polaris engine. Populated Space defined…
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Anaplan Polaris – Natural Dimensionality
This article is part of a series on Polaris best practices. Click here for more Community content or visit Anapedia for detailed technical guidance. Natural dimensionality defined Natural dimensionality can be defined as the inherent and most appropriate number of dimensions (aka “lists”) needed to accurately represent a…
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Create a Formula to Reference a User's Model Role
Dynamic cell access can be extremely challenging with long user lists, especially if you want a user's read/write abilities to be dependent on their model role. If we were able to reference a user's model role via a formula, we could create role specific criteria for dynamic cell access.
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Pages with 2 models as a source has issues with Actions. A major problem
We have a new page with 2 model sources, and an action button from each source. When we select the first model 'CyT - DATA HUB', we see the 'UPDATE SUPPLY CHAIN' action greyed out as expected, as it is from another Model, and cannot be pressed. The action info is correct (highlighted) for the DATA HUB 'IMPORT ORDER'…
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3.3.12 Activity: Create Product Replenishment UX Page
Hi, I'm creating Product Replenishment UX page and have some problems with Suggested Order Request (can't taggle boolean) and Override Shipping Method (boolean is missing.) Can you help me? This is view from UX page: and this is **** saved view looks like:
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Level 2 1.5.2 Activity: Import data into Beginning Inventory
Hi, I have problems importing the beginning inventory into DAT 01 module. Mapping looks like this. There is an extra column with numbers. What should I do with this column and how should it be mapped? I assume the beginning inventory and this extra column should be together, so that the first line should have a beginning…
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Ability to exclude time dimension from an export
A description of the enhancement requested: When you export a module, in the Labels tab you have the option to remove any labels for a list dimension on rows and therefore effectively remove it from the export. This cannot be done with time and the customer would like it to be. A story for why they want the enhancement…