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DCA on Fields Cards
Hi All, We have one situation, where we want to put DCA on field card published on NEW UX. In Backend, we have read & write access on the line item but when we published as field card , DCA is not workings. Do anyone knows, how to tackle this situation? Thanks Ashutosh @SeymaTas @seymatas1 , If you have any point to view.…
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Export Function in Anaplan Beta Version – Feedback / Observation
While working in the Beta version of Anaplan, we’ve noticed that the Export button is unavailable when switching to the Beta environment. This limits our ability to export required data directly from modules. When the Export button is available, it works as expected — allowing us to export necessary data such as items used…
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How I Built It: How to open the Optimizer's black box
Author: Author: Damien Bouquier has been a Certified Master Anaplanner for 5+ years and has developed solutions across a wide range of industries for FP&A, supply chain, and sales operations planning use cases. In this ‘How I Built It’ tutorial, I show how Anaplan’s Optimizer can provide more transparency and user…
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IS Summary
Hi All, I just wanted to understand the importance of Is summary in Anaplan. I have a module created with Is Summary switched on for a line item in my module which is preventing that line item from coming in the export view taken out by omitting summary items. When I remove the checkbox from is summary for that line item I…
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Enable Filtered Page Selectors on Reporting Pages
Problem or Experience Related to Your Idea: The issue revolves around replicating a filtered page selector capability from a scoring model board page to a reporting page. While the filter functionality works seamlessly on the board page, it is missing from the reporting page, limiting the ease of filtering the content.…
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Multi tab in NUX
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: As in Classic dashboard, we can open multiple Dashboards and seemlessly switch over dashboards without going back. This should be the…
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12.4.1 Activity: Create Saved View for Non Employee Expenses
Hi, for some reason my shipping costs are the same over every month and I don't know what to do to fix it.
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Moving a model from Classic to Polaris
Author: Mike Henderson is a Principal Solution Architect at Anaplan. There is growing interest in taking existing models that operate in the classic (Hyperblock) engine to Polaris. There are a variety of reasons motivating the move such as workspace optimization, accommodating natural model growth over time, and…
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Dependent Dropdown allowed selections should carry over to column filters in the UX
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: We have product attributes that are specific to each division and allow each division to categorize the same products in different…
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Ability to leave notes on Users within Administration
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: I would like the ability to add "notes" to a users profile within Anaplan. This would allow cross-admin management of the…
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Certification practice exams to be dynamic with more questions
The practice exam should be a bank of questions so that when you take the practice exam(s) you are not getting the same 10 questions. Writing more practice exam questions would not be difficult considering the amount of content that could be tested in each of the exams. This is also a feature that most professional…
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Include Calculation Effort in the line items API
In as much detail as possible, describe the problem or experience related to your idea. Recentyl Anaplan released Calculation Effort column, also in classic enginge (https://community.anaplan.com/discussion/160124/calculation-effort-column-for-classic-engine). However, currenlty it's only accessible from web GUI via…
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Community Perspective: Introducing PlanaPY - A Python library for simplified Anaplan API integration
Author: Erik Schau, Senior Business Analyst, The Duckhorn Portfolio. Introduction As data-driven decision-making becomes increasingly essential for businesses, the demand for seamless integration with enterprise planning platforms is on the rise. Anaplan offers powerful APIs for developers to interact with its platform,…
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Using the Anaplan Certificate with the Anaplan REST API: A Comprehensive Guide
If you're diving into integrating with the Anaplan REST API using an Anaplan Certificate, you'll need to know certain requirements. This post is a step-by-step guide to ensure a seamless connection using Python. If you'd prefer to avoid a programmatic approach to using your certificate, then please check out the CA…
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Sample Python code to perform EPB move to production activities
Author: Michael Moore is a Certified Master Anaplanner and Director, Enterprise Planning at HP. Overview of what this article covers: Prepare Begin authentication Complete authentication using code to fetch token Load API client code Move to Production Generate list of PRODUCTION MODELS to update Find the SOURCE MODEL for…
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'Summary - Formula'' on Imported Line items
In the calculation module, the line item's summary method is set to "Formula," which correctly calculates values at the summary level. However, I'm importing the same line item into another model via an action for dashboarding purposes. In the target module, since the line item is imported, I'm unable to apply a "Formula"…
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ADO - S3 incremental load vs. full replace
I want to create an S3 connection that will have monthly data stored in individual csv files that is connected to ADO. Around month end, data will be uploaded multiple times, replacing existing csvs. When this happens I want to replace the existing data for that month with the new file. I don't want to have to create a…
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New UX - Share My pages with other users
Being a Business User, I would like to be able to share My Pages with colleagues. Currently, I can only share App page via a link. However, if I prepare some modifications on My Page copy, I want to be able to share it.
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New Learner
Hi, I’m a new learner. I just created my Anaplan Academy account but cannot find the ‘Level 1 Model Building’ course in my catalog. Could you please add me to the Model Builder learning path and grant me access to Level 1 Model Building (On Demand)?
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2.3.9.3 Update Historic Volumes for Baseline Forecast
Hello everyone, I encounter a problem concerning the formula of "Offset Volumes for 1st Forecast Year" . I wrote the formula that seems logical to me but it doesn't work. Can someone help me correcting it ? Thanks in advance. N.B : The first image represents hints for the formula and the second image is the formula that i…
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Do we have workaround for management reporting context selectors filter/show-hide?
Hi all, Do we have any neat workaround for either filtering/using show-hide on the context selectors in the management report type of page? There's a list with parent members, where I want to hide the parent members from the page. Thanks for the help in advance!!
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UX - Set Default Column Widths in Edit Card/Page View
In the new UX, when you drop a grid into the Page, being able to set a 'default' column width, when using a custom view made using the UX. Setting the column width would be helpful, which would make it so you do not cut off line items or can widen columns with content that is greater then the default sizes. Edit:…
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Creat a grid spanning multiple modules
I want to merge together two modules with a shared axis to create one grid. Business reason for wanting the request: So that I don't need to put multiple grids next to each other to create the tabular view I want.
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Talent Builder Job Opportunities - QuadReal Property Group
Position Title: Business Analyst Company Name: QuadReal Property Group Location (City, Country): Vancouver, BC, Toronto, ON, Calgary, AB Role Overview: Work in close collaboration with the Executive Sponsor and team members across Financial Planning & Analysis (FP&A), Human Resources (HR), and Portfolio Management in…
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Import process ends with OK result but there is no data in the destination module (Line Item)
Hi, Please correct me if this is not the appropriate forum to share these questions; however, I will detail the import process. Source Module Dimensions: Month, Client, Product, and Channel (where Channel is an attribute of Client) Destination Module Dimensions: Month, Client, Product, Channel, and Scenario The destination…
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Event recording available: Introducing Combined Grids
If you missed our Power Hour event on Combined Grids, a recording is now available. This event covered how Anaplan’s new Combined Grids feature brings data from multiple modules into a single, unified view. We shared more about what makes this capability powerful, and heard from Anaplan customers who are already using it…
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Freeze Panes by Default on UX Pages
I would like the ability to set certain rows or columns on UX pages as "frozen" by default. As of 2023 end users can select certain columns or rows to freeze, but it would be a major improvement to be able to have those frozen panes apply to all users.
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Remove "reset" from top right corner of UX PDF board exports
When exporting a board as a PDF if a page selector has been used to drill down into a certain area, for example, the reset icon exports as well! It makes what would have been professional looking outputs look amateur. Please can this be fixed?
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Sorting in Combined Grids
Hi Team, I have been trying to apply a sort based on a column in one of the combined grids and seems like the option is disabled. Does anyone has any idea on this? Regards, Aakash Sachdeva
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ANAPLAN XL View
Hi, I need help in pulling a specific view in Anaplan XL. The first grid should display attributes of various projects, while the second grid should present the monthly financial data for these projects. Thanks in advance.