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Generating Failure Dump - even though no warnings/error in Actions
I've few actions in our Supply model which when run takes some time on the "generating failure dump" step at the end of the action even though the import is a full success without warning or errors. This is just a few seconds when run for a single action, however we have a process with 120 actions, and most of these…
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How to sum total only required quarters
Hi Community, there is requirement for below where module is dimensioned on Versions and versions are page selectors It should be adding Q3 + Q4, but FY25 shows Q1+Q2+Q3+Q4 Requesting for your inputs on this can be setup I know filters has to be built around missing out on logic Thank you
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Convert time period to a date
Description of the enhancement required: As an extension or alternative to the DATE function
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Process doesn't run actions properly, but running individual actions does run properly?
I have a quirky case where I have 4 actions in a process. When I run the process the actions do not perform as expected. When I run the actions in the same sequence separately they run fine. Any ideas what could be causing this and how best to solve it? Thank you, iWonder
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Dimensionality - Formula Help
I have a Price module where customers are ranked based on their unit prices. I also have a Comparison module, where I want to display the names and unit prices of top-ranked customers for comparison. The model includes a Customers list. In the Comparison module, I want to write formulas to bring in the customer names and…
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Allow for line item subset to be more than just number formatted
Description of the enhancement required: Line Item Subsets are often used to build filter modules, as an alternative to using the Show/Hide functionality. Using a Boolean against a Line Item Subset on a filter module makes it very easy to select which columns should be shown or hidden on a dashboard. An example of the…
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Custom Blue Print View
A simple suggestion to help with the organisation and maintenance of models (and I assume a really simple suggestion to implement): Allow model builders to save blueprint views (in the same way it works for regular views) and even change the default model blueprint view for all modules so that we can change the order of…
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Easily Get Current Date Using CloudWorks
Almost any model builder has had to come up with a solution to get the current date in Anaplan. We used to build integrations and use API for that. @JaredDolich posted a great article about using python for getting today's date. But this approach has some cons: * You must learn to code or involve someone who can do it.…
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Steps for building a model
Can anyone help me understand why the following order of the steps is wrong? I have tried two attempts but still can't get it right!!! Step 1. Build centralized dimensions in the model (time, version, lists) Step 2. Build Modules in the model Step 3. Build centralized Import data into modules Step 4. Create User Experience…
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Level 1 Model Exam Activity 5
In Activity 5 of the model building exam, it asks to adjust formulas for EMP02 Employee Expenses module for the Bonus, Car Costs, and medical expenses to reference driver data in EMP03 Employee Drivers by Role module. I have no idea what that means, can you help me?
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Dynamic renaming of line items
Consider the following situation: As part of a planning process, a planning user requires the following items to be presented in the module: * Current year revenue actuals - year to date, needed to plan for the next year around the third-quarter quarter mark of the year * Current year revenue projection, based on the run…
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The beauty of simplicity: any level of selection in a hierarchy
Author: Hanwen Chen is a Certified Master Anaplanner and Professional Services Sr. Manager at Anaplan. Use case This is an interesting use case. One of our customers wanted to be able to include/exclude any list item/member in any level of a hierarchy to/from a group. The customer calls the group “Domain”. Domains are used…
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Did You Know: Code for Line Item Subsets
Author: Jonathan Cushing is a Certified Master Anaplanner and Senior Consultant at Vuealta Consulting. The video gives the details of a little-known function in Anaplan whereby you can add codes to line item subsets (LiSS). The video shows: Where to input the LiSS code How it can be used to map a line item subset to a list…
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Change to a Saved View should not break exports
When model builders modify a saved view, this breaks existing export actions that use that saved view. The reference to the view is not dynamic. For example, if a model builder adds a new line item to that saved view, then existing Export Actions do not recognise the change. Then the model builder needs to create a new…
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How to Ensure Full Data (line items) Clearing in Anaplan Imports When Incoming Data Is Partial?
Hi Community, I'm facing a challenge with data clearing during imports in Anaplan, especially when the incoming data only represents a subset of the target module. As many of you know, by default, Anaplan imports only replace the cells represented by the incoming data. This means that any existing data not included in the…
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Generating Failure Dump Step - on Successful Imports
I've few actions in our Supply model which when run takes some time on the "generating failure dump" step at the end of the action even though the import is a full success without warning or errors. This is just a few seconds when run for a single action, however we have a process with 120 actions, and most of these…
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Display Native YTD and YTG with a filter
Hello Anaplaners, I have an issue about displaying YTD and YTG in columns. In a dashboard, i display a module with native time in columns. On this module, we set up a boolean dynamic filter linked to a time filter module. This filter displays the current year (2017 in this case). But the client needs YTD and YTG in the…
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Display timestamp on your Anaplan dashboard
Author: Hannah Shan is a Certified Master Anaplanner and Senior Consultant at Lionpoint Group. I've come across discussions about whether there's a way to display the action timestamp on the UX for the end user — and there have been some great suggestions to bring in the date by leveraging CloudWorks. But what if the end…
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Process Run time Duration has Doubled - Trying to Identify the root cause
Our company recently underwent a merger and we took over a company, this means our model now has become bigger overall - New SKUs, New Customers , new Production lines etc. The size of the model: before go-live with merged entity: ~50GB After go-live with merged entity: 79 GB Agree and understand that the model size…
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OEG Best Practice: Formula structure for performance
Thinking through the results of a modeling decision is a key part of ensuring good model performance; in other words, making sure the calculation engine isn’t overtaxed. This article highlights some ideas for how to lessen the load on the calculation engine. Formulas should be simple; a formula that is nested, or uses…
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Migrating Data from Testing to Prod
Suppose I have both production and testing environments. I need to move some data from testing to production. Should I create an action for this? I believe creating an action requires using a standard model. If I go that route, will it affect the links between development and production, or development and testing?
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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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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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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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Dependency on both Parent and Parent of Parent
Hey guys, Can someone offer some ideas on how I can setup my manager drop down to be both dependent on Sales Team and Sales Sub-Team on the scenario below. This filter module is dimensioned by Users. Scenario 1: When Sales Team and Sub Team are blank, Manager is blank Scenario 2: When Sales Team is selected and Sales…
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Anaplan optimizer - cumulate function
Hi guys, We are currently working on an optimizer, and one of our constraints is a cumulative function (monthly quantity accumulation to consider). However, the optimizer doesn't handle the use of functions in its constraints well. Has anyone encountered this issue before? I can provide more details if needed. FYI it works…
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The Truth About Sparsity: Part 1
Throughout my five-plus years at Anaplan the conventional wisdom has been that we should eliminate sparsity in order to model efficiently. Throughout the last year, as part of the PLANS standards initiative, we have been critically re-evaluating all of the existing best practices and techniques and sparsity was included as…
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Convert list to text
Is there a function to change a list value to a text? I want to use the & operator with list values, but it only accepts text. When I try just using the list-formatted line items, I get the error below, so it seems that if I could convert the list selection into text then I'd be fine: The 'text1' argument for the '&'…
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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 I Built It: Combining two custom time schedules
Author: Moriah Reyes is a Certified Master Anaplanner and Manager at Lionpoint Group. Hello Anaplan Community! I’m excited to share my ‘How I Built It’ tutorial with you all. This video shows how you can cleverly use an index list and text list to combine two custom time schedules. Building a custom time schedule can be…