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How to dedupe txn assignments on owners that appears in multiple assignment columns?
Hi all, I have a module, which is dimensioned by Txn, and within this module, I have a few columns where I can assign owners. Txn Assignment Module: Parent Account Name Oppy ID TXN Name SOL Terr SOL Terr 2 SOL Terr 3 BMO 111 1 Loner's Territory BMO 111 2 Loner's Territory BMO 112 3 Loner's Territory I want to create a…
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Saving any data against parent members in a flat hierarchy or derive their levels.
Hi, As part of our use case, we need to publish org charts. After careful consideration, a flat hierarchy works best (not as per best practices, I understand), but when it comes to publishing KPIs on Pages, it seems almost impossible to calculate something at parent level. e.g. Here is the list. It's a flat Hierarchy How…
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Set text encoding format for anaplan connect script upload
Hi, I would like to specify in an Anaplan Connect script that UTF-8 text encoding should be used for the file I am uploading. Does anyone know the command for this, or another way to make this happen? Thanks!
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Fp&A case study access
Hi, I am not able to access 299 FP&A case study. Please provide the access for the same. Thanks Nitin
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Count Unique Items Function
Hi, I have 2 lists, 1 is products and 2 is numbering - see screenshot. I have a module where it is dimensioned by product and the numbering and I want to count the number of unique values. Based on my screenshot, it should be 15. I saw there was a formula - isfirstoccurrence, but I'm not completely sure how to use this.…
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Lookup error : invalid lookup list X is unused
Hi guys, I am facing an error for the first time and I was wondering if anyone had an idea on how to get throught it For some context I have : LI1 reference dimensionned by "Dimension A" format number LI2 target dimensionned by "Dimension B" format number LI3 dimensionned by "Dimension A" format "dimension B" (a basic…
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Unlocking the power of Polaris: A guide to efficient model building
This article is part of a series on Polaris best practices. Click here for more Community content or visit Anapedia for detailed technical guidance. Polaris is Anaplan's next-generation calculation engine, designed for highly dimensioned calculation at scale. It represents a paradigm shift in the ability to model business…
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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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Ability to create ragged hierarchies with numbered lists
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 ability to create a ragged hierarchy with parents of the list member being present in the same list help with certain…
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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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INV02 - Safety Stock Flag Count line item formula - Level2
I need some pointers to tell me what went wrong. 1) i created SYS08 SKU Details a column Country made in-----PARENT(Supplied By) 2) In INV02 i used the formula---- 'INV01 Inventory Ordering'.Safety Stock Exception Count[SUM:'SYS08 SKU Details'.Country Made In] but i came out the error below. I have P3 aggregated to P1 in…
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Enable Sorting by Columns or Rows in UX Worksheets and Boards
Description: Currently, Anaplan UX allows limited sorting capabilities, primarily focused on rows in grid views. However, users often need to sort data by columns or rows, depending on the layout and analysis requirements. This limitation affects usability in both Board and Worksheet pages, especially when working with…
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Enable Right-Click Functionality on Any Cell Within a Row to Add/Delete List Members in Worksheets
Description: Currently, the ability to add or delete list members in Anaplan UX worksheets is limited to specific interactions, often requiring users to click on the row header or use action buttons. This can be unintuitive, especially when working with hierarchical lists or when users are focused on cell-level data entry.…
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Ability to Default Close the Additional Insight Panel in Worksheet
Description: Currently, the Additional Insight panel in Anaplan worksheets is set to open if there are cards in the additional insight pane. Proposed Enhancement: Introduce a setting or toggle that allows page builders to default the Additional Insight panel as closed for a worksheet. This could be implemented as: A toggle…
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Enable Native Reporting from Model History Logs
Description: Currently, model history in Anaplan is only accessible via manual export and review, which limits its usability for ongoing audit, compliance, and operational reporting. Users must download the history file and process it externally to gain insights into model changes, user activity, and data updates.…
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Enable Case-Insensitive Filtering in UX Pages
Description: Currently, filters applied in Anaplan UX pages are case-sensitive, which can lead to inconsistent behavior and confusion for end users. For example, filtering for "North" will not match "north" or "NORTH", even if they refer to the same logical value. Proposed Enhancement: Introduce an option to make…
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Enable Moving or Copying MyPages Between Models
Description: Currently, MyPages are tied to a specific model, and there is no native functionality to move or copy them to another model. This limitation creates friction for users who: Build personal pages in a development or sandbox model and want to migrate them to production. Need to replicate similar MyPages across…
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Ability to perform "Insert Multiple Items" function on Board Pages
Today, you can add more than one list member on a worksheet via a "right-click" > Insert multiple items. However, you cannot do this same action on a board without creating an Import action that temporarily locks up the model. This impacts model builders and architects when designing UX pages and all end users needing to…
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Multiple Lookups into DATA... module?
I have 3 hierarchies, Customer (C1-C9), Developer (D1-D3) and Product (P1-P6). I also have a combined list C10 which is C9_D3_P6. I have a DATA Rebates module with a LOAD list dimension and properties for C6, D2, P3. I have a reporting module with C10. I've also got a PROP C10 module with line items for each of the items…
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History Pull Inconsistent Record
I pulled the history log for a specific time period and filtered it by module, line item, and list items. I'm trying to understand how to interpret this history: Row 1: Previous value was 0.5 → changed to 1 Row 2: Previous value was 1 → changed to 3 Row 3: Previous value was 0.5 → changed to 3 Row 4: Previous value was 3 →…
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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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Does the "Anaplan Formulas & Function" app still works?
Hello, Does the "Anaplan Formulas & Function" app still works? When clicking on "Download this app" I'm directed to a page "HTTP Status 400 - bad request". Thanks, Evrard
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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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Regex Formula
It would be very helpful to include a regex style formula in Anaplan so we can pre-process text fields ahead of an integration, or even help to cleanse messy inbound text. Currently if we want to remove special characters, or parse strings into cleaner formats we have to specify one by one the characters we wish to remove…
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How do I create a dynamic picklist upon Boolean selection?
I want to create a dynamic picklist, where I will check boolean from a line item, only true values will allow me to select list items else on default it wont show anything. For example: Assume a scenario where I want to assign at least 1 employee who is present in my office to become the pantry inspector & review the…
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How to Design Simulation Planning in Anaplan with Multi-Level User Input and Step-by-Step Logging?
Hi Anaplan Community, I'm working on a simulation planning model where users need the flexibility to input pricing adjustments at any level of the product hierarchy, and I’d love your guidance on best practices. 📌 Scenario Overview: We have a 4-level product hierarchy: Brand Category Sub Category SKU (lowest level) The…
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What's the impact of using SA for a child list for getting filtered list items in dropdown?
I have a 3-level hierarchy, where the parent top 2 parent list is selective access enabled. I want the bottom-most list to also have filtered dropdown based on its parent's selective accesses. One way I was able to do it is by enabling selective access for the child list and enable Selective Access Boolean in the Line-Item…
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OEG Best Practice: PLANS: This is how we model
PLANS PLANS is the new standard for Anaplan modeling—“the way we model.” This covers more than just the formulas and includes and evolves existing best practices around user experience and Data Hubs. It is a set of rules on the structure and detailed design of Anaplan models. This set of rules will provide both a clear…
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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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The power of the ‘No’ version approach in Anaplan
Author: Hanwen Chen is a Certified Master Anaplanner and Professional Services Sr. Manager at Anaplan. Over the years, working closely with Anaplan customers across industries, I've been called in to diagnose and fix struggling models — often in crisis mode. Time and again, one particular design pattern surfaces as a major…