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Line Items referenced in Saved Views
Show the list of saved views where the line items are used as filters or are referenced in saved views. This will greatly help in traceability for the model builder.
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Need to lookup multiple items from another module
I have a module with PO numbers 1 line per PO, with space for 4 product codes The source list is from a simple PO list, with no details, i can then get the details of shipping etc using a lookup Inbound Stock Transactions.P_Forwarder[LOOKUP: PO] etc But the source data has mutiple lines, one for each product, which i also…
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Be able to select a default summary type for a model
In the spirit of trying to keep our models size-efficient, we encourage model builders to set the summary type to "none" whenever possible in calculation modules (trying to follow the DISCO method here!). Unfortunately, when a new line item is created, the summary type always defaults to "sum" and it's very easy for model…
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level 1 model building
Can someone please help me correct what I am doing wrong. I imported the employee.csv file but not all the columns came over into my model.
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How to make text rollup's at top level in hierarchy as blank and visible at other levels.
Hi Everyone, I am looking for a solution for text rollup's in summary in hierarchy. I have a model with 4 levels of hierarchy. In a module , I am using L4 Product list as Dimension. There I have added a Text Format Line item called " Client name" with summary as First Non blank. It contains formula to Identify which…
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OEG Best Practice: Best practices for module design
Introduction Hopefully, by now you've heard of the D.I.S.C.O. methodology for model and module design, but do you fully understand how to put it into practice? D.I.S.C.O. is part of the wider P.L.A.N.S. standard for Anaplan model building and falls under the L for Logical. D.I.S.C.O. provides a logical structure for one to…
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Enhancement Request for the ability to assign list items to a subset using a formula
I would like the ability to populate a subset based on a line item attribute in another import module that contains the full list.
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Data Import Integration
Hello, I have a question for my understanding on data import integration. When data is being imported from a database, source, etc how does Anaplan remove duplicate data from WS02 and are there any specific requirements on the sequence of data, or does that depend on the organization? How does Anaplan remove duplicate data?
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Hosting YouTube videos on dashboards
Hi Anaplan, It would be great if Anaplan could host youtube (or another provider) videos on dashboards. The use case is for hosting instructional videos/content to guide users. I'm sure there would be many other potential use cases for this too. Thanks, Usman
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How can I restrict users selection of months
How can I restrict month selection drom a dropdown? For example I would like to set a dashboard where end users can only select pre-defined months i.e. Jan 23 to Mar 23. Is there a way I can easily change this by adding (locking/unlocking option) additional months if needed. Thanks!
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L3 User Story 1.4 Steps
I am unclear about the process for creating the modules for User Story(US) 1.4. On the surface this seems to be the exact process for the previous US where we combined Accounts and Product, except now we're combining Accounts and Territories. Where I'm confused is how we process the G3T Territory data. Since a territory…
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Block line items deletion when used in saved views or actions
As a model builder i need to not be able to delete any line item that is present in a saved view and / or used in an action in connected models. With the growing number of connected models and their imports between models as the connection, any line item deletion, move or renaming can result in breaking the models import…
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OEG Best Practice: Reduce calculations for better performance
Reducing the number of calculations will lead to quicker calculations and improve performance. However, this doesn’t mean combining all your calculations into fewer line items, as breaking calculations into smaller parts has major benefits for performance. Learn more about this in the Formula structure for performance…
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Create ABORT button when getting stuck with changes/formula when you made mistake.
When submitting changes to line item, and you know you did mistake. Please let us ABORT calculation by Anaplan. It will save tie and resources when building model.
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To use Lookup in a Flatlist
Hi All, I have a scenario, as follows: Module 1 : To get Headcount in this module Dimensions: L6 hierarchy, L6 Flat List(same hierarchy as a flat list), Cost Centre Line Item: HeadCount Time by month Module 2: Dimensions: L6 Hierarchy, Grade, Contract Type Line ITem: HeadCount Time by month I wanted to get the headcount in…
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Working Days Calculation
Hi, I have been using the long formula for working days suggested in the Anaplan help, and it's been giving me some issues, so I created a new one It's shorter and easier to follow and thought I would share You need 5 fields* *Holidays is optional and can be removed example of calcs Hope it helps Kev
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Anaplan Performance Issue
Hi All, I am facing issue in terms of Anaplan Model Performance. In my model I have a Filter Criteria Module which allows user to filter the dataset in a particular module based on the users selection. Dimensions in Filter criteria module is Z-User which allows me to provide selective access to the particular module. If I…
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Source Model usecase
I have actions(imports data from different model) mapped to model which was deleted last month.But the action is still running fine without any error and updating target modules. Instead of deleted model we have new model which has same structure as old. In source model I can still see old model name and mapped too column…
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Hide one dimension in a column when there are 2 dimensions
Hi everyone, Anyone knows if it is possible to hide the time dimension without taking it out of a certain module? In this specific case I want hide the years (FY20 and FY21) but still have time as a dimension. My final objective is to have this table on a dashboard without the year indication on the columns. Just for…
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Revision Tag: Roles -> Actions
Hello, I have a quick question in regards to revision tags. If I were check the box to grant a user access in "Roles → Actions" in DEV, would that require or qualify to use a Revision Tag in order for it to sync to PROD? Or what would be the best way to update the change, so it reflects in PROD?
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Number of working days in a month
Excel uses the formula function NETWORKINGDAYS to calculate the number of working days in a month How would I do this in Anaplan? Link to an input module?
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Can a parent and child in a list have the same code?
Hello, Can a parent and child in a list have the same code?
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How to best design your model to facilitate variance analysis.
I have a requirement to create a model that can facilitate variance analysis like Compare CY Sales, with PY Sales and show % along with doing the same for CY Sales vs Budget. What would be the ideal model design? Should I be create versions or should I create line items for CY, PY and Budget in the module and then…
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Level 2 Model Builder- Sprint 2 DEM03
In module DEM03 there is a formula to pull forward the historic volumes data from the previous period, I have been able to do this up to the FY20 however beyond this the cells are blank. Below is my working formula which populates the forecast up to the end of FY20. IF 'SYS01 Time Settings By Week'.'1st Forecast Year?'…
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Level 2 - Sprint 3 - 3.3.7.2
I need guidance regarding this
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keeping last duplicate in numbered list
hi community, transactions is a numbered list and module has 3 line items, 2 are text and 1 is number formatted so the ask is to find duplicate combination of customer, prod and value in the list and in case of match , keep the last item and delete the first item here, 1 and 4 are duplicate , 3 and 6 are duplicate , but we…
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How to get data from source module with time dimension to target module without time dimension
Dear Team, Hi again! I would like to inquire on how to get data from source module with time dimension to target module without time dimension. For illustrate further: Module 1 - Upload of Year to date balances - with time dimension (Month) Module 2- Deduct the current period(month) from previous period(month) to arrive at…
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Finding the first working day of the month
Hi guys, I am trying to create a calendar. In this calendar I need to pull out the first working day after day X. For example : I have a module with holidays, working days etc. as booleans and on the other side I have 1st of january 2nd etc. Let's imagine the 1st of jan is a saturday. I would like then to check the 2nd of…
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Compare numbers in different modules
Hi I have a module with employee details to calculate their monthly payout. The payout is based on the % attainment stored in the same module. The % attainment need to fall in a defined range (captured in a DAT module) to suggest the payout %. For example the DAT module is as given below (not dimensionalised) The other…
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Setting a Date formatted line item to Blank
I am trying the following. Not sure if the issue is that the Date format items can´t be blank or something on my formula