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Update code of a numbered list
Hello, I want to update the code of a numbered list. The user can input a name on the dashboard. Then I want to set up an import to, for example, import the code to the numbered list but it creates me a new item each time, since we cannot map by name in a numbered list. Any solutions to update code in a numbered list…
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Converting inputted Date Range into new monthly module
Hey all, I need some advice here. I have a module (no time scale) where one of the attributes of a project is the start and end date (manual input as a date). I want to populate a new module (monthly time scale) with a 1 for each month the project will be active. Any recommendations on a formula to use to do this? Example:…
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Display warning message when deleting a line item which is being referred as a filter.
Hi All, In Case if we are using any line item as a filter and if we are deleting it a warning message should pop up similar to when we delete line items which are being referred in a module. It helps maintain the saved views as most of them will be created based on specific filter or condition.
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Setting up a process to remove inactive users
Author: Kay Kuang is a Certified Master Anaplanner and Principal Data and Insights Architect at Anaplan. Actively managing the users list to keep the list small and to keep only users who need access to the model will make the model go a long way. The users list can have a big impact on the model's performance — especially…
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How do I select a prior list item without getting a circular reference
I am trying to build a model that looks like the above screen shot. Tier 1 - Tier 5 are list items and everything in the top row are list items. I am having trouble getting any ending balance to work (for reference, I'm able to begin the tier 2 starting balance and so on and so forth to pull the ending balance from the…
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CONCATENATE Formula in anaplan
Hi experts, How to write "concatenate formula" in anaplan. We have 3 proprties in Customer list. I want to concatenate first and second properties into 3rd property. The format of the properties is "Text". Can you please suggest me. Regards, Uma
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Variance between versions and years
We have a summary balance sheet that is part of a line item subset The request that now had is whether can create a variance report to compare time periods, versions. Whilst I have had some experience of doing this as evidenced below, this has only been when directly referencing a line item subset. The request for balance…
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Level 1 Model Building exam activity 2
Hello, I keep getting 0 values after importing SKU volumes
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Data Write Action: Optional input on children items if summary item selected via context
In general, data write action is a great thing, but it would be even more helpful, if the option could be set to behave the following way: When in the page context, a summary item in a hierarchy is selected, that the data write action could also be performed on that level, writing the value in all child elements underneath…
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Can you sum a Line Item Subset?
Just to give some context, we have the line item subset shown in screenshot and this essentially forms a detailed balance sheet before we have any consolidation adjustments. We perform the consolidation adjustments in another module. This module uses the line item subset highlighted above. Then want to be able to pick up…
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OEG Best Practice: Best practices for model cleanup in Anaplan
This article helps everyone with the suggested cleanup activities of existing models where Anaplan best practices weren’t adhered to from the beginning. Please follow this and develop a more user-friendly model. User access Begin by revisiting all the tabs in the User Access setting and set appropriate access by roles. A…
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Performance Comparison - OFFSET/LAG/PREVIOUS/LOOKUP
Hi all, Was looking to get some input on a calculation scenario as community pages were a bit vague (or I'm using the wrong keywords). Now, I'm sure most of us understand how Anaplan thrives on being multi-threaded where possible, but when it comes to performing time-based calculations, there's a variety of ways to do the…
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Create an item using form with DCA on UX
Hello, This is my dashboard : When I check the "M?" boolean, the "Type de reconduction" become editable, because I used a DCA on it. The problem is, now that im using a DCA, I am no longer able to use the Create action button ( green one ), im getting the error "Failed to create item" : anyone has a solution for this ? I…
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Users native list to have a list subset for logged on users
Now that the Users list supports subsets. I would like to have an option to have the ability to have a users subsets list based on logged on users. Background: Most modules with users dimensions are used to support personalised reporting filters. In general, if users are not logged on these modules should not include the…
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Module Importing through Connect to anaplan model
Dear Team, I am Pursuing My Level 3 certification, I am not seeking help on Modelling But needed a small hint on the import view. I think I am missing something, I try to find the RCA but unable to solve it. Problem Statement- My import view of the G4T List is not coming as expected. Here for each Territory all account are…
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I am struggling with my mapping and import of E2 Employee List
Hello Model Builders! I need your help in Model Building. I have tried over 10 times to import data into E2 Employees# under Lesson 4.8.2. I have spoken to some colleagues on my team and the we were unable to resolve this issue. If anyone could assist please share a solution or trick to this. I noticed other colleagues had…
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Pro tips on troubleshooting large Anaplan formulas
Author: Andrew Barnett is a Certified Master Anaplanner and Director at Allitix. The Planual serves as our guide for building things the right way in Anaplan. But let's face it, the real world can sometimes be a bit messier. Anaplan environments often consist of a series of models shaped over time by different people with…
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Level 2: Model Builder - 3.3.5.2 Inventory Ordering Module Formulas
Hi everyone, I am not getting the results as expected. Does anyone of you know where my mistake is? for the first Row "Beginning Inventory" I am only getting values for Week 1. For row "Shipping Time Weeks" I am getting 0 as the result. But expected is the value 4 (for Week 1). Here are my formulas: Thank you. KR Tobi
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Is there a way to reset the List Ids to reorder it correctly?
Hello everyone, I am building a date range filter to allow a use to select weeks and then have it filter to the days belonging to each week. I did this by having a report days being a child of Report weeks and using an Time calc to set up the range. It is working like I want by showing the correct list items. But they are…
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February 23rd Model Builder Forum Follow Up
Hi everybody, Following the Model builder forum on Friday February 23rd, I wanted to provide a build along example that is more specific to higher education. I have put together an example of position planning as it relates to budget development and split funded positions and recorded a video walking through it (here is…
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Time Filters and Time Context Selectors
Hi, My page has a time context selector to filter a report and the user can select half years or full years if they want a full year total. I also have a table of supporting editable data that the user wants to filter by half. It is frustrating for them as they need to select the time from the context selector and then the…
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Summing a line item with a formula summary method
Hi I have a module that is calculating correctly for each line item when I apply the Formula summary method as its based on the dimensions listed in the context selectors. I need to return the sum of this line item (highlighted in yellow) in another module but it obviously returns zero. I am sure I am missing something…
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How do I import only 1 occurrence without errors?
I have a DATA module with a line item named "Scenarios." I need to import this line item into a list also named Scenarios list. The data module is dimensionalized by a different list so I cannot use the isfirstoccurence() formula. What's the best practice when it comes to importing this line item into a list as to not have…
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Show calculation time directly in model
Would be very beneficial for the model builder to see the calculation time (e.g. from model open) of the individual line items with formulas. The current cell count is a great help when it comes to optimizing the model and identifying how to reduce the size hereof. However, the calculation time of the different line items…
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How to get Range of Values between two Booleans that are time formatted?
When the user select Two Boolean Check the range is defined so I want to get the range of values respective months.
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Anaplan Time Range Limitation
I was very surprised recently when I discovered a limitation to Anaplan's permitted time range. It may surprise others to know that Anaplan is limited to supporting only 70 Years (20 past and 50 future) and the maximum number of years possible is 90 (using a time range set, as of writing, to 1981 with 90 periods). I did…
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Dashboard to show occupied space by building blocks
Anaplan must have an option to show actual occupied space in MBs by objects e.g. line-items (rolled up by modules), list items, versions etc. This is area which needs extra calcs OR sometimes builders (including SA) struggle to find the reason of actual model size.. A leap in this direction will help the builder community…
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Top 25 Anaplan features released in 2023
Author: Misbah Ansari is a Certified Master Anaplanner, Anaplan Community Boss, and CEO/Founder at Miz Logix. Within this fast-pacing world it is important for technologies to move even more faster. Anaplan — being a leader in the Connected Planning world — released a plethora of changes and/or updates in 2023 to almost…
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Drive dimension selectors from undimensioned module
Hi, Is there a way to drive dimension selectors from a module that has no dimensionality? I have 2 modules: Select Dimensions no dimensionality, just line items that are formatted by dimensions entity and department, etc Income Statement dimensioned by entity and department. End-users would like to make entity and dept…