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Summary Methods on a Parent Hierarchy
Hello fellow Anaplanners, I'm currently working on a model, where I'm encountering some issues with Summary Methods. I have one report Module, which is a simple connection to another module with the same dimensionality, the summary function in a Organization Hierarchy isn't working. this is the behavior I get in PROD…
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Can a module dimension be used to enable Sum, Data entry, and Total (without using Line Items)
Hey guys, I'd like to create a module with multiple line items (in my case, a cash flow statement - snip below), where the module has a dimension that allows: 1) Formula to populate the mapped answer into the 1st member of dimension 2) Data entry in the second member of the dimension (e.g. to manually re-allocate part of…
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Anyone who has recently completed L1.
There used to be a high level new customer oriented 30 minute training. Is this now included in Level 1?
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Rolling forecast
Hi , I have a requirement for my stakeholder to have a medium term forecast (by month for the next 6 months) and a more detailed rolling 15-week sales forecast by day which will then feed into the wider Supply Chain planning processes over time. This needs to be updated by the Sales representants for consolidation by the…
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Reverse BOM recommendation based on Attributes
Hi, Consider this scenario for a Diamond Industry supply chain Demand for Diamond from customer comes with various attributes [cut, carat, clarity, etc etc] Prospect has made over the years diamonds with various attributes. This historical data is available [both BOM and Recipe]. There is a unique Stage 1 BOM and Stage 1…
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Level 3 Establishing Sales Targets: 6.3 Check your Build.
Hello Team How to check the build? the example is not provided. Checked it using excel nevertheless
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Stuck in L2 sprint 1 exam
Here's an analysis of the provided image, which shows a question from an Anaplan Level 2 Model Building - Sprint 1 Exam: Question: When importing into a list, you get an Invalid Parent error. Assuming the file has correctly identified the parent, which of the following could be a valid reason for that error? Select all…
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Level 3 Establishing Sales Targets - TAR01 Detailed Sales Target module
Seen a question regarding TAR01 Detailed Sales Target module, I still have doubts though. In this Module there is a line item "PY Country and Product Family Sales" this value is to be fetched from DAT01 PY Revenue to CY, however there is no hierarchy between Country & Accounts in the training so far. I assume we have to…
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Selection of multiple option from list on UX pages
Hello Anaplaner, Please find the attached Excel sheet along with the use case description below. We have a use case where the end user requires a selection option on the UX page from a list (Product & Company). As you may be aware, there is currently no option available on the UX page to select multiple list members from a…
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Numbered list
After Importing into a numbered list, the list contains Number, how to show the Name instead.
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SUM and LOOKUP | Model Optimization Team series
Hi! Welcome to the Model Optimization team's monthly blog post. This is an eight-part series, following the topics we see occurring most frequently in slow customer models. Our aim is to inform and guide how to build with best practice intentions for these model building topics. Each month, two of our analysts will take…
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Bring info from another module
Hi everyone, i´m having some issues here trying to bring information from a module with different dimensions. Data should flow from a line item called Style function plan to the target, any suggestion here? Here are the dimensions: Source: P4 Department (rolls up to p4), Checkpoint meetings, Combined Climate, Sub C3: LY,…
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Invalid Name
Hello Experts, Greetings for the day!! I am trying to import data from data hub into spoke model. While I am importing I am facing one error "Invalid Name". I have checked both data hub and spoke model same list item is present in both models and there is no mapping issue. Could you please help me with this issue..…
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level3 sprint1 4.6.5 Sale Planning Model: DAT02 module
Hi, I am now struck in below excercise 4.6.5. As As per the ask i have done the below steps -Created a DAT05 module in datahub with Historic sales revenue for 2019 -In Sales model i have created DAT01 for Historic revenue and imported it from Datahub model -Created DAT02 PY revenue to CY. And used the below formula for…
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Action to copy data from one version to another version only for a specific module
Ideally, I would like to setup an action that can copy data from one version to another only for a specific module. For every new version I create, I import new data into certain modules and then I manually copy data over for a specific module. I am wondering if I can just setup an action to select an origin version,…
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Dimensions that don't exist yet
I need to dimensionalize a report in Anaplan by Regions we currently don't use. They aren't in Anaplan at all. We have the accounts we need but the Regions in Anaplan are different that the Regions needed for this report. I know I can create the Regions but the only issue is that I do not have the data needed to input the…
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Filter a list by a selector
I have a page that has a list of sellers and a list of accounts. The list of accounts module has a line item of the seller. Is there a way to set up a filter with the accounts card to filter out accounts when I select a specific seller?
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From clutter to clarity: Mastering documentation in Anaplan
Author: Madison Matous is a Certified Master Anaplanner and Solution Architect at Akili Inc. Though not always the most glamorous task, documentation is critical to overall project success. It serves as a standardized reference for both the development team and end users. Successful adoption of a new Anaplan model is…
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Best practices for technical documentation of a model
Author: Arun Thakar, Certified Master Anaplanner and Vice President in the banking industry. As go-live approaches and admin and end user training gears up, the question of ‘how do we document the model?’ might be front and center in your daily standups. Fear not! This article will cover some of the best practices on…
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Assistance Needed for Exporting Line Item Codes in Polaris Models
I am reaching out to seek your assistance with a specific requirement we have encountered in our Anaplan implementation. We need to export line item codes instead of just the line item names from a Polaris model to integrate with an external system. However, we are facing challenges due to the current limitations and…
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Text input on total level
Dears, We would like you to enable text input on text summaries. Could you please consider adding “text input” button for text type summary method? This will help a lot for better navigation, for example when commenting data on total level like P&L total figures.
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'Manage models' - ability to sort by Name / Date Created / Size
After each planning cycle or major model change, we make a backup of our models. This of course has led to a number of archived models which usually save in order of date created at the bottom. Please can we add the ability to sort by Name or Date Created or Size. This would really help in looking for a particular model we…
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Synchronized Scroll on Worksheet with an Expanded Grid Card
It would be incredibly helpful to have the ability to group the main worksheet grid with an expanded card for synchronized horizontal scrolling. Use Case: In my worksheet, I have the Time dimension on columns and a list on rows in the main grid. I also use an expanded grid card to show a different breakdown—still by Time,…
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How to compare and find single value from another cell containing multiple values separated by coma?
Hello Anaplanners, I have a scenario where I need to compare and find one value from a set of values present in another single cell. Let me explain with demo modules Source Module - Veggies and Vendors Target Module - Veggies and Vendors Target Here in the Target module, while using the given formula I am able to validate…
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Add Version Formula
Can anyone share a use case or an example where the 'Add Version Formula' would be needed? I'm a bit confused about how to implement it, so any example would be helpful.
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How to roll back a production model to recover lost data
Author: Jessie Zhao is a Solution Architect and Certified Master Anaplanner at Anaplan. Working with a model in ALM has a lot of benefits. These include building new features in a development model anytime without affecting production users, securely managing production lists by identifying structural data that needs to…
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Kindly help me to understand how I can achieve this?
I have two modules. In the first module, when I select "America," its child fields should become editable. If I change the value of any child field from zero to a non-zero value, all other child fields under "America" should become non-editable, except for the one I modified. If I revert that value back to zero, all child…
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Is there a shortcut to go to the module referenced in a formula?
Some of my time is spent working through models to see how everything is connected and im just wondering if there were any shortcuts to access modules referenced in formula more quickly? Currently i'm looking at the formula and then manually locating the module from my modules list to then open it. If no shortcut exists I…
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Level 3 Model Schema Diagram
Hi All, I'm currently going through my L3 and was asked to upload a model schema design diagram. For this assignment, should I create a schema diagram only for the three Regional Sales Executive user stories discussed in this course or for the entire model. The instructions seem a bit unclear. I also want to answer this…
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Error on importing data onto employee details module
Hi, I am trying to import data onto employee details module. It is a numbered module. I have attached three screen shots, 1. How it should be. 2. How it is and 3. the mapping which I have done. Please can anyone help?