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Provide a Native Anaplan Connector for Microsoft Power Automate
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: Anaplan currently does not provide a native connector for Microsoft Power Automate.In our enterprise environment, this is a critical…
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Time summary setting for a line item with "Formula" summary setting.
Hi All, I am currently working on a requirement to cumulate the value of a line item. For this line item I have opted for the Summary method - "Formula" but I dont want the overall total sum for this column; I tried to change the "Time summary" for this line item , but it is throwing me error - Invalid combination of…
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Export Metadata Response Insufficient to Perform Schema Validation
BACKGROUND For my outgoing data integration, I've configured export actions to not include the default list columns so that the csv doesn't contain columns which may be incompatible with BigQuery e.g. `G1 Market# - Display Name`. Instead in the export module, i've replaced these with a dedicated column which has a custom…
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Structure is what makes AI work: Next-generation decision-making in Anaplan
Author: Miki Sato is a Product Manager, Product Management Team (Data Management) at Anaplan. Earlier this week, our CPTO Adam Thier announced a set of AI-driven innovations designed to advance enterprise decision-making. Three products — Custom Analyst, Agent Studio, and CoModeler — are now generally available, and…
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New UX Filtering for Hierarchy sibling
I have A6 as the parent list and two sibling lists: A6.5 and A7. The A7 list includes an attribute that maps to A6.5. In the UX, the user will select A6.5 using a content selector, and the grid (dimensioned by A7) should display only the A7 items associated with that selected A6.5. Since the selector is a page context and…
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How to create a dynamic time list using a numbered list
Author: Tyler Beck is a Certified Master Anaplanner at TBLB LLC, and is currently a Team Lead at CVS Health. Use case A client requests a flat list for time that will change year over year and does not want to manually update the list, and does not want to use native time. Instead of creating a production list to update…
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When loading YTD data in import do not automatically clear the periodic data
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: When importing Amount data, the periodic_Amount field is automatically cleared. This should be optional so user has control over…
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Workflow tab
Why I don't have access to the Workflow tab ?
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Data Hub: Will multiple imports and loads at the same time slow it down or lock it?
If two spoke models pull data from the same Data Hub at the same time, will it slow down the Data Hub or cause any locking? Also, if the Data Hub is being loaded/updated with a different set of data while it’s sending data to two spoke models, will that slow down the Data Hub or cause any locking/issues?
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LDAPS Configuration
Hello, I need a way to route authentication credentials through LDAPS instead of LDAP. Customers have made changes in their security departments and now require all communication to go through LDAPS. Initially, we tried blocking the LDAP port, but unfortunately that caused ANAPLAN XL to fail. However, this is such a…
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Running IRR (IRR Calculation by Period)
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: The IRR function in Anaplan is calculating the final IRR based on the entire cashflow over the timescale. We need it to calculate it…
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Running NPV Calculation
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: NPV function in Anaplan gives the final NPV value unlike Excel's XNPV which can be extended to calculate in each period. We had to…
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User Access Management: Part 3 - Practice makes perfect!
If you missed the first two articles in this series, read Part 1 here and Part 2 here. This is a detailed walk-through (and a downloadable link to a practice model!) that you can follow to get started on your UAM journey. Note that the examples here leverage the Bulk API for adding new users to models. If you have enabled…
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Filters on UX Page
Could not enable filters on UX page. Created Planning period Filter and apply filter on column is disabled. Any help on this
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Not seeing DATA02 SKU Volumes module in L2 Model Building Conclusion
I am being asked to import data into a module that does not appear in the model that I downloaded in the training, so unsure how to proceed.
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Workflow Template Groupings
It would be great if workflow templates can be grouped by admin, so I can filter on workflows that are related to the overall high-level process.
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Ability to Export Role Access by Page
For access reviews, it would very helpful to have the ability to export a view like below for all roles. The below screenshot shows page access for one particular role. For models with many pages and roles, there is currently no easy way to show access summaries to business owners.
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Anaplan XL Calculations
I am still now to the calculation of Anaplan XL, i would like to get the proportion in terms of value between child vs parent (within the hierarchy) For instance, i want to get the % of each 08S( child) vs the parent value (BL TS), i would like IN general a formula that give the proportion of child vs parent dynamically,…
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Board Insights Panel - Drag and Drop
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: The newly released Board Insights Panel is a great addition to the platform. It would be nice if as a page builder we could take…
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Current page filters and sorts are applied to all pages of multi-page exports
This item has been identified as an outstanding known issue. Issue Setting a current page filter or sort and then exporting this data to file, will apply the current page filter/sort to all pages of the data. Workaround Remove all filters/sorts, export the data, and apply the filters/sorts in Excel --- Internal Reference:…
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Enable Direct Integration Between DocuSign PowerForms and Anaplan
Currently, Anaplan supports integration with DocuSign templates to send documents via email and track signed responses back into the model. However, it would be highly valuable to extend this capability to DocuSign PowerForms as well. The proposed enhancement would allow administrators to publish a PowerForm link directly…
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Create export template for Anaplan users to import using months
Author: Tyler Beck is a Certified Master Anaplanner at TBLB LLC, and is currently a Team Lead at CVS Health. Use case An end user needs to export a template from Anaplan using Months as the time period in columns, and qualitative data in rows. When the template is exported as a CSV file the years in the dates turn to days…
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Export Action Notes
Export Action Notes 1. Purpose of the Export Action What it does: Describe why this export action exists. For example: "This export action allows users to extract specific data from the Anaplan model into an external file for further analysis or reporting purposes." Who uses it: Identify the intended audience. Example:…
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Result from ISNOTBLANK() is not aligned to LENGTH()
Hi Anaplanners, I have encountered this super weird situation where I am using ISNOTBLANK() formula to identify if there's any characters in my Parent Reporting Sub-Segment (PRSS) column, but some rows (see ss below) is showing ISNOTBLANK() = TRUE even when there's no inputs. When I tried to troubleshoot this with LENGTH()…
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Set Default & Page-Level Toggles for Card Comments/Maximize
Hi all, Just discovered we can turn off comments and maximize on cards other than text. As I was using it, an idea came to mind. Since I'm usually turning comments and maximize off for cards like images and text, it would be a huge time-saver if they were off by default. Another idea could be a "apply to all cards" button…
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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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Anaplan XL Enhancements
There are few things which I thought would make sense with respect to user using Anaplan XL: Creating Anaplan Connection: Currently creating Anaplan Connection gets active the moment we select module from a model, but still we can build reports from Any module of that Model. So its ideal to have ability to create…
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Context Selector Expand and Collapse: Set Children Default: Opened or Closed
Background: The first click of a context selector on a NUX board the entire hierarchy opens out all levels right down to the lowest level. This means the user (all users, but focused on business/end users, executive-level) has to manually collapse each level they are not interested in seeing to navigate to the area they…
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Can't move on past first Lesson.
I am currently taking the Anaplan course, I completed the first lesson but whenever I try to move on to the next one it won't let me. When I try to move on it tells me that the prerequisites weren't met but I've already went through the whole first lesson in full, if there's something I'm missing please let me know.
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Anaplan Excel Add-In | Connect to New Model
Hi - I recently created a new Anaplan model that serves as a 'reporting' model for some past versions. We have Excel workbooks that retrieve data from ~20 modules that I would like to connect to the new model. The new model is identical to the old model just with different versions (fake version list). is there a way to…