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Variance reporting - not using native versions
Just to give context we do not use the native versions in Anaplan, rather we use a list name forecast versions and then have a subset of these that we have of these that are marked as those we wish to do variances on, which seems to work well. We predominantly look at variances at a certain level in our cost centre…
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Dynamic Subtotalling for List item subset based on user selection - Module Size Optimization
Hello, Apologies for the long post, I tried to be descriptive enough! I've a module in production which has close to ~3 billion cells, (this module alone occupies 25GB of space). I'm trying to optimise this module for space and make it scalable. The reason for the size **** up is multidimensionality and extreme sparsity of…
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Ability for Non-WSA users to update Switchovers and do Copyovers
Hello, I'm looking at giving certain users access to update switchover for Native versions, and copy over activities, reducing reliance on the Tech team. It looks like it's these types of actions are only accessible to WSA users. Is there another way around this? I initially thought that these can only be accessed by a…
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Balanced vs. unbalanced hierarchies
One of the foundational elements of any Anaplan model is hierarchical lists. When creating hierarchies there are two basic choices: balanced or unbalanced. In this article, we'll look at the differences between balanced and unbalanced hierarchies, areas where they behave differently in Anaplan, and some questions to…
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filter time periods in list drop down
I'm attempting to show the 'remaining' months eg everything after the current period in the time settings - is this possible ? or would I need to create a fake period list?
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[UPDATED] Summary Calculations with the User List
Author: Rob Marshall, Director of Architecture and Performance at Anaplan, Operational Excellence Group (OEG). Prior to the February 2024, users were not allowed to use aggregation functions (SUM, ALL, ANY, AVERAGE, FIRSTNONBLANK, LASTNONBLANK, MAX, MIN, RANK) when having the Users list in a module because the system could…
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How to reference a Time Period in an IF statement please?
My PRACTICE module has time dimension as Months 2019. I want to create an IF statement in the RESULT line item that says IF Time Period < Jul 19 THEN TEST 1 ELSE TEST 2 How do I reference the Time Period in the IF statement? i.e. how do I write the IF statement so that in the RESULT line item there is 250 from Jan 19 until…
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How to Aggregate Monthly Data to Yearly When Time Summary is Set to None
Hello Anaplanners. I have a module dimensioned by Month, but the Time Summary for my key line item is set to None to optimize space. However, I need to bring this data into another module that is dimensioned by Year. Since the time summary is disabled, the values don't automatically roll up to the yearly level. Would…
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Model Integration details
Hi Anaplanners, I would like to know what are the different ways to fetch information about the integrations (versions, type of integration etc) that are present in my model? Are there any direct API calls using postman or I can find this information somewhere in the model itself? Regards
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Unexpected Model Size Increase After Updating Custom Time Range
Hi Anaplan Community, I recently updated a custom time range in my model and noticed an unexpected increase in model size. Previously, my custom time range started in FY22 with 4 periods, and the total model size was 78 GB. After updating the start period to FY23 (keeping the number of periods at 4), the model size…
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Conditional Formatting for User-Based Search Functionality
Hello Anaplanners, I have created a search functionality in Anaplan that allows users to search for specific text within the project descriptions, Project one liner, Project StoryBoard line items within a module where Projects are a dimension. The search functionality is user-based, meaning each user can input their search…
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Axis for Charts
Hello all, Does the auto-axis functionality not work for waterfall when you have negative numbers? Case 1 - Positive numbers Case 2 - Negative Numbers The numbers are exactly the same & its the same chart with the auto axis turned on. In case of positive, the variances can be observed very well with visible bars for the…
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Most efficient way to apply bandings to employee list
Looking to apply the bandings below to employee list depending on what salary is and whilst I know could do this by using combination of IF and AND statements I'm thinking there must be a more efficient way to do this calculation wise - any tips or suggestions would be much appreciated.
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Pivoting with more than 3 rows
Description of the enhancement required: Need to be able to pivot more than 3 rows How would it help their business process: Reporting many cases of views needed with multiple dimensions with more than 3 lists in rows. Most recent case 1) A module with many dimensions 2) Need to be imported to a flat list 3) Filtering…
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Many to Many Sum in a single step?
I am in the middle of a model build and am running into a situation where I feel like there should be an efficient option to do a calculation, but I can't figure out a way to do it without a 'staging' line item that bloats the model. As the title says, I have a 'Many to Many' relationship - a single Deal can be tagged to…
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Pro tip: Process & Import IDs
When setting up data integrations the process or import actions are often referred to by name, however, this practice isn't robust and can cause process failures if names are changed in the model. During development and enhancements, a model builder may choose to edit the name of a process or import to the model. This…
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how to convert date to text
Hi there I was wondering how do you convert 2/3/2020 (which is a date format) to 2/3/2020 ( a text format)
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Error when changing list dimension to subset
HI, I have a list as dimension in one of my modules, and I am trying to change that dimension to a subset of the same list. However, when I try to do that, I get the following error message; "To serve as an access driver, a Top Level Item must be present on any line item dimensions that don’t match those of the target…
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Filter list using list property
Hi Hoping someone can help me solve this issue I am having. Probably doing something very silly! I want users to filter a list of managers which is a subset of the employee list. I wanted to do this through a list property driven by a line item in the model. I have done this before but I cannot seem to get the dependent…
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Update subsets for the lists with Selective access
Hello, could you please help with following situation. I have the flat list of positions for which Selective access is set (according to the access of the user, so that HRBP of the Facility 1 has access only to applicable positions). All the major calculations are made on this list of positions ir order to save space…
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February 2025 platform releases and what’s next
Check out the latest Anaplan feature updates and enhancements in our February 2025 official release notes. The information below offers supplemental information to that post. Integrations and Extensibility Create a transformation view directly from a source dataset in Anaplan Data Orchestrator On the Source data page, a…
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How to SUM the last three months
In the line item "last 3 months sum", I'm trying to sum the last three months. I tried using timesum but wasn't getting the right numbers. Any help appreciated, thanks!
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3.4.3 Activity: Create Country Summary Module
Hi All, I am stuck in this exercise almost 2 hour, not able to proceed further. Can anyone please help? I have added line item "Country Made in" SYS08 SKU details module. Now i know that the formula in Safety stock flag count would be 'INV01 Inventory Ordering'.Safety Stock Exception Count[SUM: 'SYS08 SKU Details'.Country…
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Enable cards from multiple models within the new UX app
Enable cards from multiple models within the new UX app. Currently you can add multiple models to a page, but when you add cards sourced from different models you have to toggle to that model at the selector. After creating the cards, you have to toggle to this modal at the top otherwise the data is killed as per the…
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Include Calculation Effort metric in Anaplan Classic
I have found this feature available in Polaris to be very valuable. So I would like to request it to be included in Anaplan Classic as well. Thought there was already an existing idea request for this but couldn't find it. When I encountered performance issues during a list item insert that was taking 90 seconds to execute…
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Quick way to open referenced Line Item or List Property
It would be great to have a quick way to open a referenced Line Item or List Property from an existing formula. It can be very tedious & time consuming to hunt through the modules & lists, then again through the line items & properties to locate the reference, especially when there are multiple levels of references to…
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Getting 0 results from a COLLECT line item
Hello, I have a line item that has a COLLECT() formula. This returns the values just fine. But when I use this line item and Lookup or Select a specific member, it doesn't return any value. Is there a way to do this, or am I doing it incorrectly? LINE ITEM FORMULA APPLIES TO SUMMARY TIME Source line item COLLECT() List 1 &…
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Invalid Formula error?
Hi - I am copying the same formula from another cell, and adjusting the start of the formula to another cell so should be straight forward, but I keep getting 'invalid formula'. Please see screenshot below. Can someone please advise? Thanks
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Conditional Formatting on Booleans
As a model Builder I would like to use Booleans as a Basis for Conditional formatting. For example. I have a Boolean/ Checkbox which indicates that not all fields in a new Item/ setting has been filled. I would like to be able to use that boolean directly instead of reverting to a number. The advantage would be to save on…
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How do I get the correct mapping?
Hello, I'm facing a mapping issue, wherein I've a module with 3 dimensions & few line items- Lets say Dimension X, Y & UID with a line item formatted as dimension ZZ Then there's a 2nd module with the dimension ZZ , Y & the same line items- There's a mapping between ZZ & X so I can lookup that & pull the values, dimension…