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Saved views
We have a number of saved views across various modules in our model, does the number of saved views impact model performance at all?
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Formatting time: Period instead of month
Would be great if a customer could choose how to format the months not just Jan 21 but P01 21 or P1 21 or P1 FY21. Now the period notation is only possible when selecting "13 4-week periods", but not if a customer selects any of the other option, like a month model or a week model with 4-4-5.
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Alternate Hierarchies - Use Cases
Hi All The topic of Alternate Hierarchies is very interesting for me, as we are exploring this topic as a future development for the product We are looking to build functionality that will allow multiple parents off a single child member and specify which hierarchies should be used in which part of the model This will…
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Architectural Use Cases for setting Action Imports / Import Data Sources to Production Data
There's only 1 practical architectural use case I can think of at the moment why you would consider setting actions as production data but would like to check in with others if there are other use cases I have not considered. The one use case I have considered is if you are splitting the same model in to regional models,…
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The ability to add a dynamic sub total to a grid
I would like the ability to add a dynamic subtotal to a grid, so when rows are filtered out the total is updated on the fly
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How to Pull Data from Non-native Versioned Source Modules into a versioned module?
I have a Report module that uses native versions (Actual & Budget). I need to pull data from two separate source modules: One module contains Actuals data (not versioned). Another module contains Budget data (also not versioned). Since the source modules do not have versions, how can I pull their data into my versioned…
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Creating a two-layer ranking system in Anaplan
Author: Laiza Tagumpay is a Certified Master Anaplanner, former Customer Success Business Partner at Anaplan in the Philippines, and is now a Solution Architect at an implementation partner in Canada. When developing effective plans, companies often rely on multiple layers of prioritization criteria. In this blog, we’ll…
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Is there a way to get a timestamp automatically added to an export file name
It would be super helpful to have the timestamp as part of the export file name in Anaplan, especially when clients run reports every day during the budget season. Is it possible to do? And do automatically?
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Spring cleaning: A step-by-step guide to optimizing your model
Author: Ekaterina Garina is a Certified Master Anaplanner and EPM Consultant at Keyrus. Does your Anaplan model feel cluttered with too many line items and modules, making it difficult to find anything? Are you dealing with redundant calculations? Need a little optimization? Or perhaps you have a large model that needs…
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OEG Best Practice: Data Hubs: Purpose and peak performance
You may have heard about a model called a Data Hub, but perhaps you aren’t confident that you understand the fundamentals, primary functions, or considerations when architecting one. There are three main advantages to incorporating a Data Hub: Single source of truth : Stores all transactional data from the source system.…
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Change of E-mail Domain - User History and information
My Org, will be undergoing a rebranding soon and as a part of it the domain name of the email addresses will change user@oldco.com → user@newco.com We use Anaplan SSO for Login and Authentication, Once the SSO is reconfigured expect change reflect in Anaplan user base. How will Anaplan treat this change? Will the new…
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Native Versions: Add as a Line Item Format Option & Allow Subsetting
As a model builder, some of the native version functionality is great. However, there are limitations that prevent it from being preferable in several cases. For this community idea, I am requesting the ability to have both of the below functionalities for the native versions in Anaplan: 1 . The ability to set a line item…
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Have time as line item format (12:00, 12:30 etc)
Would be great to be able to have a line item format of time - not this isn't knowing what the current time is but users being able to put in 12:00, 12:30 etc or imported via datasets As we look towards having operational planning models being able to capture time as a pre-defined dataset rather than creating a list would…
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Level - Sprint 1 - 1.4.6.1
1.4.6.1 Rename Actions Using the recommended naming conventions for Actions: * Rename the Actions used to load the P3 SKU list and SYS12 SKU Details system module:* Organize the Actions in the correct sequence. * These Actions will be included in the Process: 1 Load Products. * Rename the Action used to Build the P3 SKU…
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Recording now available! April 30 platform release event
If you missed our April 30, 2025 platform release event, the recording is now available! In this webinar, we highlight the most recent feature releases and how to take advantage of these in your environment. Our expert-led session demonstrated new features and innovations, provided a technical deep-dive and “how-to”,…
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Configure Default Number Format for Entire Model
It would be nice to be able to set a default number format for an entire model. We use the same number format across all modules and models so we're spending a significant amount of time modifying this setting from the current default. It would be very beneficial to set this format upfront. I saw this idea labeled as "Not…
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How to calculate number of months between two dates when one date falls outside of model time range
I am needing to calculate the number of months between two dates, one of the dates falls outside of the model time range. I am needing this so I can do a straight line depreciation cacluation but the # of months formula returns a blank value because of the date/time range isue.
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Data Encoding & Feature Scaling
Was wondering if: * there are Data Encoding features (like one-hot encoding) available to process categorical data into ordinal/numeric values, so that they can be fed into forecasting/ML algorithms available in Anaplan. * there are Feature Scaling (min-max) methods available to bring columns within specified ranges. For…
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Module to Module Import
I am building a module to module import, loading data from one module to another. However to make sure my import run optimally. I want to filter the data (essentially a boolean line item) to control # of rows. My Modules has 5 dimension, so not possible to nest them all in the rows. I have added filter but when I run the…
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OEG Best Practice: Time range application
If you have a multi-year model where the date range for different parts of the model varies (for example, history covering two years, current year forecast, and three planning years), then time ranges should be able to deliver significant gains in terms of model size and performance. But, before you rush headlong into…
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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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MAILTO - CC users with selective access
Hi All, I'm trying to add all users with selective access to in CC of an email to be send via "MAILTO". But can't seem to get it working. Did anybody already try something similar? Thanks,
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Add Versions as a native option for a line item/property format.
Description of the enhancement required: Version as a format An example of the enhancement: When uploading a planning file (budget, Q1 forecast, Q2 forecast) from excel, a number of identifiers for my transactions are uploaded as text and later on in the transactions module turned into line items based on a list so I can…
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Export Function
Hi Anaplanners, Hope you all are doing good! I have one question regarding export. Lets say we have module dimensioned with 4 dimension . And we cannot add 4 dimension in row. I have added time dimension(Year) in Page selector. While exporting I dont want time to be displayed in export file. Is there and possibility in…
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Clear a date formatted list property.
Hello everyone. My case is simple : For a specific client need, I have a list with date property. Each time a date is input in the module, a process is run to "save" the input in the lists properties. Some of these properties are date formatted line items. When the client input a date and save it, the import sends the date…
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New Function To Convert Date Format to Text Format
It would be very useful to have this functionality rather than convert to numbers through DAY, MONTH, YEAR and back to text through TEXT function. Best practice would dictate to split these functions out but this increases clutter and causes unnecessary calculations in models.
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Melhores Práticas para Configurações de Tempo em Modelos Anaplan de Grande Escala
As configurações de tempo no Anaplan vão muito além de uma etapa inicial de configuração, elas representam uma das principais dimensões em um modelo padrão. Com exceção dos modelos do tipo Data Hub, a maioria dos módulos utiliza a dimensão de tempo, e qualquer alteração nas configurações de tempo impacta diretamente o…
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How I built it : Centralizing complex calculations
Author: Fabien Junod is a Certified Master Anaplanner and Senior Solution Architect at Autodesk. Hello Anaplan Community, Let me ask you a question: do you have the same complex calculation in multiple models (maybe with different dimensions) and wish you could centralize them? In this “How I built it” tutorial, I shared…
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How to Auto Populate a Form for Users?
I’m working on a page that includes two tables: Module 1 (called CRM Table): Dimensioned by L4 Employees, includes line items like Term Date, Role, and Department. Module 2 (New Hire Table): Dimensioned by L4 New Hires, with similar fields. Both L4 Employees and L4 New Hires roll up to L3 Department in the same hierarchy.…