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Tableau 10.2 to make advanced analytics easier for enterprises
Tableau 10.2 adds advanced mapping capabilities that claims to make data analytics easier and more scalable for enterprises. Intro: Data visualization company, Tableau software, has announced the overall availability of its new version, Tableau 10.2. The organization states that the release includes advanced mapping…
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Semi solution
I have been thinking about the issue and I found a solution, however to keep it feasible with formula's limiting the IF-function, I need a bit more help. Currently my solution is to recalculate the percentages in the final module, however I need IF function for every line item, as all of them are calculated differntly. For…
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Licence management
Being a global organisation we have a number of groups around the world that utilse Anaplan. Each group pays for a certain number of licences. Now some of the users from one group can access another group's workspaces. Hence when we look at the active users list in tenent adminstation we may see more active users in our…
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Open a Different Dashboard Depending on List Property
Hello Fellow Anaplan'ers ! I have a requirement wherein I need to open different dashboards with the same action, based on list property. I use the native functionality provided for this; however for all different values of the list property, the button opens the default dashboard instead of the relevant dashboard. I also…
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201 Delete dates for new hires prior to exam
The Training Guide instructs you "If you’ve added any new hires delete their start dates" prior to beginning the exam. Does this hold true for the two new-hires we entered in Activity #21 where we added Julie Mitchell and TBH? Thank-you!
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Freezing Data
Hello, Is there a method within Anaplan to freeze a version i.e stop it from being rules calculated, whilst retaining the data? For example in a module I have two versions - Fcst 1 and Fcst 2. The same rules apply to Fcst 1 as they do Fcst 2. However, at a future point I would like to freeze the data on Fcst 1 whilst Fcst…
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Dashboard Bursting
Hello, I am curious to know how we can create and export individual products/sub region dashboard to PDF without creating it one by one . ( similar to one like report bursting) Thanks, Suneesh
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Transaction Roll Forward on a Custom List
Transaction Roll Forward on a Custom List
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Scheduling SFDC Native Connector Actions
Hello, I am looking for information on setting up the batch script to schedule actions that use the SFDC native connector. Scheduling does not appear to be possible inside of Anaplan so I am looking for the correct batch script to complete the SFDC login information that the Anaplan native connector requests when executing…
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Separating List updates and propreties updates
Hi, There are a lot of situation in Anaplan where you need to make a distinction between actions which ADD / UPDATE Lists items and actions wich updates ONLY PROPERTIES WITHOUT adding new items to the lists. My assumption is that you are usig a Hub mode, as you should. This Hub model manage all you Lists, and the…
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Naming conventions : saved views name for sources
Hi, Modules are used as sources for lists or others models (and fro time to time as source for modules within the same model). In addition to the Convention for naming you will use in Anapedia, I use the following for the saved views of theses Source Modules : Source for List Source for Subset (a new one since Peter gave…
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Naming Convention : lists vs properties
Hi, in addition to Anapedia Naming Conventions, which you should apply, I used the following practices or my models : * Lists : all names in plural. * Properties of list : singular. Example of lists : * Products Families * Products * Countries * Customers Types * Customers Example of properties : in the products list : the…
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AdHoc Subsets as an alternative to Select function
Hi, I posted this years ago (2012) but I realized that new comer do not go that deep in the forum history. Thus I post in again for the newcomers. From time to time, it may be convenient to create an adhoc subset as an alternative for the SELECT Function. Business case : * Source module : full list * Target Module : need…
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Custom Sum without Introducing New Dimensions
When you perform a custom sum (either because you've switched off the line item's sums or because you're calculating a partial sum or using a different summary method), the usual method is to define a list called, e.g. Include, containing just one item, say Include.Include, and then add that list to the dimensionality of…
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RE: Model consolidation
Hi Fredric Make sure you have built your lists in relations: SKU List parent list is Products (Assuming SKU is your lowest level) Product Parent list is Region (Organisation) so on, If you have not created these relations the other way would be let SKU have a property called Products and Region and then get the respective…
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User-based security access at the node level
I have the below requirement on user-based security access at the node level. I have 3 nodes (L1, L2, and L3) For example If L1= Americas L2 = Canada and US_Disti L1 and L2 will be my composite lists and we will have various attributes (KPIs) attached to them like Bookings or Sale proceeds etc. Now, If I am looking for…
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Select and Lookup by Display name
Is there a way to use lookup by display name? I have a numbered list List B which has parent hierarchy is set to List A I have set the display name instead of the code. Module 1 : Pivot has: Pages : Line Items Columns: Country list, Sales list Rows: Storename List LineItem: Salesinfo Country Total Sales- toys Total sales-…
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Change user details
I need to change a user's information in the platform. How can I do that?
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Anaplan's equivalent of a COUNTIF function
Anaplan's equivalent of a COUNTIF function While Anaplan doesn't have an official COUNTIF function like Excel, you can combine an "IF THEN" statement with a "SUM" function to accomplish the same goals. Using the "IF THEN ELSE to create a count saying "IF True Then 1 Else 0" You can then use a SUM Function to get the value…
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Dashboard - Export to PDF while using the "Wrap Text in Headers" feature
I'm trying to build a dashboard which replicates an exisiting report used by our company. It has a very specific layout which consists of a dashboard element which fits perfectly to A4 Landscape. (There are also two small dashboard elements below it) The users will need to pint these reports regularly. To make the…
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How can I apply breakback on a calculated line item?
A partner asked us about some modelling techniques for top down budgeting. They would like to create a model where there would be a growth percentage applied to the whole P&L as the first step. Then in a second step they would like to be able to fine tune the results by using the breakback feature. As a calculated line…
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Creating a fitered page selector
Say you want to use a page selector for your time dimension but you would like to filter the list? (almost a time subset). You can't do this directly as a page selector, but you can use a filtered list as a selector for a module view in a dashboard. Example:
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Use variance line items to show multiple time periods in a waterfall chart
A useful trick for showing line item data across more than 1 time period. As you can see from the module grid view, the first line item pulls in 2013 Sales, then the next 2 use the lag formula function to show variance between the 2013 and 2014 data for those line items. The Sales 2014 line needs to be a summary item i.e.…
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Dynamic month selection
Dynamic month selection
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Dynamic month selection
Dynamic month selection
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Multi select in module (Auto refresh module on dashboard)
Main Idea is to have employee multi choose in module on dashboard by checkboxes. Is there in anaplan possibility to implement this? I created a workaround, (see file as example), but i have to manual refresh dashboard or module each time selection changes. Can I get auto refresh for Employee KPI module based on chooses in…
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How can I create a set of end-user instructions on a Dashboard?
Setup a module with line items 1 through x and no other dimension. Type in the instructions for each line item and publish each line item to a dashboard. Conditional formatting can also be added to enhance the text display. See attached example.
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Using boolean line items to filter views
Line items are sometimes used for the sole purpose of creating filtered views. For example, I may have a list hierarchy that contains two level: Employees rolling up into Region. And for one particular view, I only want to show a flat list of Employees, regardless of the Regions they roll up to. To do this, I could add a…
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Delete Bottom Level of a Composite Hierarchy
I have 3 lists and 2 of them have parent hierarchies. The first list and the top level is organization. The second list is cost centers, which has organization as its parent hierarchy. The third list is employees, which has cost centers as its parent hierarchy. If I want to refresh my employee list, deleting all existing…
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Always Show "Current Version" When Opening a Module
In order to get your model to always open on the version you have marked as the Current Version, when you save the module view as the default view, you need to uncheck the box "Always open on current page" and the current version will always be the default.