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Dynamic Export Reporting
Hi All, I want to address an query related to exports, In Output model, which is read access for all users & roles.user want to have dynamic export depending on user selection of multiple regions. So for selected regions , they will be able to see the data only for selected regions. Thanks,
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10.2.2 Calculating SUM of Line Items
Hi all, I learned how to do SUM and LOOKUP between different modules and sets of data, but I can't seem to find anything in Anapedia or the Anaplan community about just SUMing a column. It seems like it would be really easy and I think I'm just missing something. In unit 10.2.2 I need to make a function to show totals (you…
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Line item ending with '?' defaulting to Boolean
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 building modules, I find it frustrating that I need to manually change data format for line items which are meant to be…
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Module Building 6.8.1
I can't seem to get my module to match what the learning center is showing. Any idea what I could be missing in dimensionality etc.? I've looked back through the previous lesson and can't find any clues. Learning center shows: And mine looks like this: What am I missing in the setup below? I made several back-to-back and…
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Model Building 7.2.3 Mapping Issue
Hi All, I have poked around through the forum looking for an answer on this issue, and most of the threads end with no solution. I have had no problems mapping the other stuff so far, no idea what is going on here. Yes I am mapping by code, instead of Employee name. Yes I have edited the start and end date, tried yyyymmdd…
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Daily Date Format
Hi, I have a module with a time range as a dimension. I've set it with a daily time scale, but Anaplan's way of showing daily dates is for example "1 Jan 37" and I need it to be in numbers because when I export it excel doesn't recognize it as the date format that I've set in Windows (OS) (when a date as two digits it's…
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What happens if you miss the Anaplan recertification deadline?
Maintaining your Anaplan certification is crucial for validating your expertise and staying current with the platform's latest advancements. Missing the recertification deadline means you will lose your certification status and need to start the certification process over from the beginning. This article outlines the…
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Function Movingsum
I try a movingsum function but i get always the next message This is the function that i try And the location that i try to aggregate Why do i get this message the module has a day scale?
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Recording available: Tackling frequently missed certification exam topics
Thank you to those who attended our recent event. If you missed it or would like to re-watch, here is the recording and a few resources to help with your recertifications! Don't wait to get the process started — you'll be glad you took the time to do it now before the holidays. Recording…
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L3 Sprint 1 : Sales Planning
Hello everyone, I created a new model to display the Sales Planning using the PY Revenue from DAT02 Revenue and the PY Actual Revenue from TAR02 Account Review, applying the appropriate LOOKUPs and using SYS99 to retrieve the % of Account Sales Target. However, when I compare the results of my build with the results shown…
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YTG, YTD Summary in Polaris
Hi All, Wanted to quickly check if the YTG, YTD summaries are not enabled for Polaris model yet unlike the Classic model. Thank you, Harshitha
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Round Function
It would be great when using the Number of Decimal Places in the Round function if Anaplan rounded to the number of decimal places asked and it stayed rounded when going up the hierarchy. The summary is set to "SUM". For example, I have five children members with a formula ROUND(Value $ * value %, 2) function. Each of the…
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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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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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LOOKUP and FIRSTNONBLANK used in the same formula
I have two modules in Anaplan: Module 1: Name: dat_Fund Composite Dimension (List): ad_Fund Composite ID Module 2: Name: dat_Segment Dimension (List): ad_Segment ID There is no direct relationship or mapping between the two list dimensions. I'm trying to understand how the following formula works: Line Item: L0 Segment ID…
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how to SUM by native users, sku & time dimension all together?
I want to do a SUM from the source module which has native users, SKU list and time dimension to a target module line item by all users by SKUs. Target module only has a subset of the SKU list and nothing else. Need some inputs on how to build the mapping for the SUM. Is it also possible with the Anaplan native users list…
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Streamlining your Anaplan models: A guide to effective cleanup
Author: Junqi Xue is a Certified Master Anaplanner and consultant at valantic. Keeping Anaplan models organized and auditable is crucial for efficient operations. Over time, these models tend to grow organically, often resulting in clutter. There are some good articles in the community about cleaning up; I’m going to…
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🧩Mixing Numeric & Percentage Line items in Line-Item Subsets (LIS) - Use Ratio summary
When working with Line-Item Subsets (LIS) in Anaplan, you might’ve noticed something tricky - LIS works beautifully when your report mixes numeric values like Revenue and Cost, but the moment you introduce a percentage-based line item (like Margin %), things start breaking at the summary level. Recently, while building a…
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How do I show only those line items which have non zero values for list and time dimension?
I want to see only those line items which are not equal to zero from a hierarchy list subset in a module dimensioned by time as well. I am looking forward to create a line item which I will apply as a filter to the module. I have 15+ line items but the filter should only show those line items from the list subset for every…
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UX Enhancement: Red Font Toggle for Negative Numbers
In most cases, especially when adhering to accounting principles, it's preferred to display negative numbers in red font, similar to how Excel handles them. Currently, achieving this in Anaplan requires setting up conditional formatting for each line item, which can be time-consuming and inefficient. To streamline this…
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Rearrange list items
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: Rearrange list items in pages hides new items, new items should be visible on pages. Who is this impacting? (ex. model builders,…
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Line Item filtering
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: Right we need to create filter with the line item subset to show lines according to dimensions. Who is this impacting? (ex. model…
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Color Pallet in module
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: Color Pallet should be provided in module for conditional formatting to create saved view or in module grid like we have in Dashboard…
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Process Ignores one of the Action in it
We have one automated process which has five actions in it which clears the list and reload the new items in the hierarchy. When the automated process runs it ignores the last action which reloads the list. Upon checking we found that the Server has the necessary access to run the action and also the source system(i.e.…
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Level 3 - Designating Sales Reps to Accounts
What is the frequency of designating sales reps to accounts? Is it during Yearly/Quarterly Accounts Review?
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Is there any way to re-request access to the Workspace?
Hey Community Members, I enrolled in the Talent Builder Program, but due to certain academic and professional constraints, I was unable to make full use of the 90 days, so I ended up starting very late, because of which, I could only complete a few lessons from Level 1. Is there any way to extend or request again for the…
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Tips for onboarding junior model builders
Author: Evgeny Seledkov is a Certified Master Anaplanner and Sr. Consultant at Keyrus. Hello, I’m Evgeny, and I’ve been part of the Anaplan community for nearly ten years. Over the years, I’ve taken quite a journey — seeing this world from both sides: as part of a customer Center of Excellence, where I helped stakeholders…
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L2MB Conclusion - SYS09 Account Details
Hi. I'm having some trouble with one of the L2MB conclusion activities (Import Final Demand Forecast into DATA02 Module ). I think this might be because I have no "Location" data in my SYS09 Account Details module. Does anyone know if I should have Location data here? I've looked everywhere and can't see any reference to…
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Select Edit Cell data at Line item level on UX Settings
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: In Anaplan UX, when building grids or cards for end users, the current "Edit cell data" setting applies to the entire card. This…
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Error downloading "Data Hub" model MB Level 2
A customer of mine is trying to download the Data Hub model in sprint 1 of MB Level 2, but he can't download it (he already tried with a browser change). Error below: Has anyone encountered or is encountering the same problem?