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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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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…
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How I Built It: YTD values using a fake calendar
Author: Jared Dolich is a Certified Master Anaplanner with 8 years architecting Anaplan models. Anaplan Champions! A colleague asked me recently how I might obtain a YTD value using a fake calendar. Yeah, I know — I should have asked why they couldn’t use the normal time hierarchy, but there are occasions where you are…
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LOOKUP on Time | Model Optimization Team series
Hello Anaplan Community! Welcome to the Model Optimization team's monthly blog post. This is our last post in an eight-part series, on 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,…
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Calculate once and reference | Model Optimization Team series
Hey! 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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How to roll back a production model to recover lost data
Author: Jessie Zhao is a Solution Architect and Certified Master Anaplanner at Anaplan. Working with a model in ALM has a lot of benefits. These include building new features in a development model anytime without affecting production users, securely managing production lists by identifying structural data that needs to…
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Kindly help me to understand how I can achieve this?
I have two modules. In the first module, when I select "America," its child fields should become editable. If I change the value of any child field from zero to a non-zero value, all other child fields under "America" should become non-editable, except for the one I modified. If I revert that value back to zero, all child…
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Open source module link in NUX
Suggest to add the "Open Source module" ability to the NUX, incl. the current analysis options available in the old UX. Right now our users can use the open source module function in the old UX whenever they want to dig into the details, see all the underlying formulas/comments, and do ad hoc analysis. Especially, the…
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Evolve your Anaplan ecosystem with enterprise governance
In this article, you'll find resources to support evolving your Anaplan ecosystem with enterprise governance. This broad topic was covered in depth during Anaplan Live! 2022 — including focused discussion on Centers of Excellence; model governance; workspace architecture; data hubs and data integration; build and…
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[Start Here] User Access Management - Part 1: Get Started
A foundational design element of any Anaplan model is User Management. This includes creating the design within the Anaplan model and app, as well as establishing the process for managing and maintaining access once users are active. The table below contains questions that are typically asked as part of the Foundations…
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Iterative Development in Polaris
This article is part of a series on Polaris best practices. Click here for more Community content or visit Anapedia for detailed technical guidance. As Anaplan solution architects and model builders begin to develop in Polaris, it's important to consider how you approach the development workflow. In Polaris the upper limit…
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Is there a shortcut to go to the module referenced in a formula?
Some of my time is spent working through models to see how everything is connected and im just wondering if there were any shortcuts to access modules referenced in formula more quickly? Currently i'm looking at the formula and then manually locating the module from my modules list to then open it. If no shortcut exists I…
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Date into Time Period Month
I have a situation where i have a line item formatted as a date(lets name it dateLine), and another line item formatted as time period month(monthLine). Currently monthLine=Period(dateLine) which gives me result like :- jan 21, feb 21, etc. However because of Period function limitation of model calendar, for values going…
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April 2025 platform releases and what’s next
Check out the latest Anaplan feature updates and enhancements in our April 2025 official release notes. The information below offers supplemental information to that post. UX New UX for Models section in Administration The Models section in Administration has been redesigned with a more intuitive interface. Tenant…
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How to DYNAMICALLY Copy Data from One LIST ITEM to Another?
Hi Anaplan Community, I’m working on a use case where we have to work with templates (List: L_Template#), data pertaining to the template stored in a module (IM01 Input Data). We have given the end-user privilege to create N number of templates, now the ask is if we could Copy data in IM01 Input data of Template 1 to…