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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…
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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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Creating more flexible export definitions in Anaplan
Anaplan exports, unlike imports, have no link to a saved view. However, there are ways to create Export actions that have more flexibility for future maintenance. After creating your view layout (using the view optimization best practices outlined in the Anaplan Polaris – View Optimization for Imports and Exports article)…
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Did you know? Boolean read write
Author: Stacey Gibbens is a Certified Master Anaplanner and Solution Architect, Financial Planning & Analysis at Globe Life. Hello, Anaplan people! Today, I would like to share with you a solution to a model-building question that pops up on Community from time-to-time: controlling the behavior of user-facing Booleans so…
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Two approaches to ragged hierarchy
Author: Taichi Amaya, Certified Master Anaplanner, and Financial Planning and Analysis Specialist at Pasona Group, Inc. In Anaplan, we consider it a significant feature that lists are hierarchical. Hierarchical structure allows for smooth and meaningful connections from the parts to the whole and gives flexibility to the…
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Avoid the roll back every time the formula is wrong
Every time we create a wrong formula the system runs a roll back that takes about 8 minutes!! We would like to avoid this roll back... it takes so much time during the development phase! They could just send a warning message!
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Calculation Effort column for Classic Engine
In the world of Anaplan modeling, performance is key. Slow model calculations can be a major bottleneck, impacting productivity and decision-making. But what if you could pinpoint exactly what’s causing the slowdown? Enter the Calculation Effort column — a powerful new feature designed to help you identify and address…
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L2 Conclusion - REP05 Local Currency
Is there any issue with the formula for Local Currency? - Although it's fetching the correct result, want to check if there is anything else I'm missing. regards Sudhir
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Using NAME with Numbered list
HI, I have a numbered list - 'employees' with the display name property set as Display Name. I have a system module called employee details dimensioned by employees list. I have created a text formatted line item in the module with the following formula NAME(ITEM(employees)). I expect to see the display name of the line…
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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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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…