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Anaplan XL Reporting: Effective use cases and practical recommendations
Anaplan XL Reporting (AXL) is a powerful solution bridging the robust planning capabilities of the Anaplan platform with the familiar flexibility of Microsoft Excel. It allows you to interact with your Anaplan data dynamically, right from your desktop. To use its power effectively, it's important to understand how to use…
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Anaplan XL Enhancements
There are few things which I thought would make sense with respect to user using Anaplan XL: Creating Anaplan Connection: Currently creating Anaplan Connection gets active the moment we select module from a model, but still we can build reports from Any module of that Model. So its ideal to have ability to create…
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Anaplan Excel Add-In | Connect to New Model
Hi - I recently created a new Anaplan model that serves as a 'reporting' model for some past versions. We have Excel workbooks that retrieve data from ~20 modules that I would like to connect to the new model. The new model is identical to the old model just with different versions (fake version list). is there a way to…
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Report Book Index
The created XLSX file contains an index of template report names that quick link to the related report tab. Since templates may be used to create multiple different reports based on passthrough parameters, I believe it makes more sense for the index to reference the Description given in the report book rather than the Name.
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Avoiding Unnecessary Hierarchies in Anaplan: Escaping the “Top Level” Trap
In multiple Anaplan implementations across FP&A, S&OP, and operational planning use cases, a recurring design challenge is the overuse of hierarchical lists with Top Levels, especially on large transactional or operational lists. In many projects, hierarchies are introduced early with the intention of providing “future…
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Synchronize Relative Largest Axis of Grouped Charts
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: On an Anaplan New UX page, I would like to be able to group charts together. I would then like to be able to activate a setting that…
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Enable Filtered Page Selectors on Reporting Pages
Problem or Experience Related to Your Idea: The issue revolves around replicating a filtered page selector capability from a scoring model board page to a reporting page. While the filter functionality works seamlessly on the board page, it is missing from the reporting page, limiting the ease of filtering the content.…
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Anaplan XL Fluence
Hi there, We are working with the XL fluence plug-in, but have questions on the following: How to write back information to Anaplan from the plug in How to remove the automatic refresh in a workbook How to create a dashboard from fluency and publish in the web How to use the extra page that pop up every time we connect in…
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Multi-Dimensional Sorting for Hierarchical Lists
We need a way to sort hierarchical lists by multiple dimensions. Currently, Anaplan's 'Sort Order Action' for hierarchical lists only allows sorting by parent or by child, which limits our flexibility. Problem Statement:Currently, when working with hierarchical lists, the sorting functionality is limited to a single…
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Download report from admin Consol
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: Right there is no download report option to export from admin consol. Who is this impacting? (ex. model builders, solution…
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Ability to format numbers by multiplying 10000 in the Board/Report eg 0.03% to 3bps with suffix
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: For management and board reporting, we need to present % variances into bps (a unit of measurement equal to 1/100th of 1 percent). We…
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Creating and distributing formatting themes in Anaplan XL Reporting (AXL)
Creating formatting themes in Anaplan XL Reporting (AXL) ensures your Grid Reports look professional, are easy to read, and match your organization’s brand standards. These tailored formats help you create visual consistency across teams and over reporting cycles.This guide covers two approaches for creating and…
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Shaping the future of reporting: How Anaplan empowers every decision-maker
Author: Miki Sato is a Product Manager, Product Management Team (Data Management) at Anaplan. Where insights meet action — right inside the planning platform. A new chapter in reporting Today’s decision-makers need more than static dashboards. They need fast, clear, and trusted insights — without relying on experts or…
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[Start Here] Anaplan XL Reporting
In this article, we will teach you what Anaplan XL Reporting is and what resources are available to support you as you get started with it. This article is intended as a self-service guide, but the best source of information will be your Account Executive or Customer Success Business Partner. Reach out to them or request a…
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Unlocking the power of Anaplan XL reporting: A video guide to using Anaplan XL
This article lists the videos available within the Anaplan XL tutorial series. Anaplan XL Reporting simplifies report creation, reduces manual effort, enhances security, and ensures reporting accuracy and efficiency. These videos delve into different aspects of Anaplan XL to help you get started with how to use the…
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PowerPoint Add-in Improvement
In case a slide with a connection to a model is copied into a different PowerPoint file, the connection should not get lost.
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Conditional Formatting in Org Charts
Hi, Can anyone help in understanding what does the 'line item' selection does in Conditional formatting for Org Charts? Right now, this seems to be doing nothing. We have a requirement where we want to change the color of the node based on a line item value. I have been wondering if there was any way to do this? Any help…
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Accesing Anaplan XL
Hi Team Anaplan XL is real dark horse and its amazing strength for Anaplan. Further the vision is to include it as part of app for new sales and existing new implementations. Keeping this in mind its ideal to follow this experience: Under "Home" Menu in Anaplan give the option to access Anaplan XL First time user would get…
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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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Excel Add-In Showing Cells with Strikethrough
When using the excel add-in to pull data from Anaplan, a seeming random number of cells are formatted with strikethrough though they are not formatted this way in Anaplan and the formatting is not on in Excel?
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Add new summary method to show the Dynamic Subtotaling based on user selection
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: When users wants to select specific subset of product that they own in their portfolio and plan against them, they would like to see…
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Filtering a Custom Report Based on User Selection
Hello, We have a series of reports that we want users to have the option to select a Year over Year comparison (such as 'FY25B vs FY25A' in the dark blue) and the corresponding light blue to be filtered. Below is an end result of one selection: If a user were to select 'FY25A vs FY24A' the result would look like this: This…
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Custom Calendars
Is there a way to create custom calendars in Anaplan? Our customers work out of different calendars and we would like to be able to enter and report data according to each specific customer's calendar, while at the same time being able to enter and report data according to our corporate calendar. Any advice or links to…
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Approach for managing conditional formatting colors in one place
Thought I'd drop this here in case it's helpful to anyone. Business Need To promote a consistent user experience and an intuitive application, we want colors to be used in a consistent manner across an application. We also want it to be easy to quickly and easily change those colors in the event of: Changes to user…
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Strategies for clear and significant business insights
Author: Judee Dimapilis is a Certified Master Anaplanner and co-founder at Malaya Tech Consulting. Within the ever-changing landscape of business operations, reporting that is both accurate and informative has never been more crucial. However, there are common reporting challenges that many businesses encounter that makes…
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Combining line item number formats
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: For certain reporting elements I'm finding that I have to change number formatted line items to text to get the right prefixes and…
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2.3.10 Activity: Create Demand Forecast
Hi, I am stuck with creating formula for Baseline forecast, I have used formula "IF NOT 'SYS01 Time Settings By Week'.'1st Forecast Year?' THEN LAG(Default Forecast, 52, 0, STRICT) ELSE 'DAT03 Historic Volumes'.'Offset Volumes for 1st Forecast Year' But it only seem to work for FY20, I dont see data for FY21. Can somebody…
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Data validation
Any tips on automating data validation and error-checking processes would be highly beneficial.
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Switch from Context Selector to Boolean - Scope of view
I'm trying to optimize a module for space. At current the module alone occupies 33 GB of space. The module is a cross dimension of 4 lists as seen in the picture above. with time month granularity. The idea is to reduce the dimension count to 3 by removing one list. The 9LE List shown in the applies to above. It has two…
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Sample Dashboard Screenshots for Investment and Cost Management
Hi there, I am looking for sample screenshots of Dashboard reporting for ICT Investment and Cost Management. Appreciate if you can point the links and resources. Thanks!