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Use formula to integrate data at multiple levels of list hierarchy
Hello, my model has a list hierarchy of "FND01 Fund" and "FND02 Series". FND01 has a top level of "All Investments." The model also contains three modules with data values at each level of the hierarchy - Total, Fund, and Series - and I want to integrate this data into a unified report as shown below: I need to write a…
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Quickly duplicate cards on page without having to save them as template
Currently we only have a option to save card as template which is great. But there are many instances where I just need to duplicate a card/grid/etc and not need it saved as a template. Its cumbersome to have to either resetup the grid with specification or to create a template then use and delete it. Thanks!
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Modeller's Forum EMEA dates 2023
Hi Please advise calendar of dates for 2023 when one can attend these sessions? Ravinder.
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Increase Note Character Count (in Blueprint Mode)
250 characters or how ever many is too small for saving off larger formulas when modeling or if saving detailed descriptions/insctructions. Please increase to a few thousand. Thanks.
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Create Shipping Export Module and Create a Saved View
Hi, I am unable to compile the data at month level. As soon as I change the timescale formula to monthly it shows the subsidiary view icon against line items, yet does not change it to monthly view in grid. Please suggest what's going incorrect here..
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Process Ignores one of the Action in it
We have one automated process which has five actions in it which clears the list and reload the new items in the hierarchy. When the automated process runs it ignores the last action which reloads the list. Upon checking we found that the Server has the necessary access to run the action and also the source system(i.e.…
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Passed your L2 exam? Now what?!
Author: Hillary Sich is a Certified Master Anaplanner and Consultant Manager at Allitix. P.L.A.N.S. is the underlying guide to building a good model — and following these model building best practices will insure you're building the best model! If you've passed your L2 test and are diving into work, here are some…
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Line Item that keeps subtracting based on what's left
Hey, I would love to know if you can help me with this case. I'm trying to subtract the value of one Line Item from another depending on the result of the first one: For example, a projected stock value versus my financial target. It's easy in Excel, but I'm not sure how to perform this operation in Anaplan using a single…
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Snapshots
What are some reasons that a snapshot would not work completely for some schedules but it does for others?
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The Anaplan Way ¦ My Presentation
I have made a Presentation for the Anaplan Way Agile Implementation Whiteboard task, Although I didn't actually upload this as my "whiteboard" I thought this could be useful for anyone that wants to recap the Anaplan way or is struggling with it as this is a little summary of the Anaplan way and each of it's steps, all of…
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Can Anaplan read data past model calendar?
I used the PERIOD function to fill in the dates for a filter I am using in Month LU line item. But Anaplan isn't reading any dates past 2025. Model calendar ends 2024, is that why?
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what would be the formula for referring Previous year value in current year ?
For example, I want to refer the value of last year july 2022 in current month July 23. the line item is Past year revenue where I just want to show same month revenue from previous year, how could I achieve that?
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3.2.11.3 Create Saved View for Combination Chart
Can someone help me debug this, I've checked my SYS01 - Planning Period Filter Weeks. I am sure I am supposed to see the rest of my weeks and not be limited to week 8.
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Create a New Development model from Production to make changes test and sync to Production
Hi All, I want to create a copy of my Production Model from Workspace 1 to Workspace 2 and do some changes request by Biz and test the same. Once confirmed in the copy want to sync back the changes with help of ALM to the production model. Kindly suggest a the best way to do the same.
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Sprint 3 Level 2 - Shipping Time Weeks Error
So I can't currently can display the Shipping Time, I will attach on what I am seeing. You can slightly see my formula above the screen. What can I do to resolve this bug?
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Context Selectors not syncing
These two cards aren't syncing properly. When selecting a line item the adjustment card doesn't change despite the sync being activated. What am I missing?
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3.5.4.1 Import Data into Distribution Center Details
Hello, I cannot get this to map properly no matter what I try. Importing into SYS07. Any pointers? Screenshots attached
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Using Users Dimensioned Line Item in a Formula With No Users Dimension
Hello, I have L1 and L2 lists, and recently I added a new flat list as A, and A is actually acting like parent of L1 that determines the groups L1 list members belong to. Since I do not want to mess the existing hierarchy and model functionalities, I prefered adding A as a flat list. In an L2 system module, I have an L2…
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Employee department Change
I have an Employee details module which includes ( Code, Name, Start date, Leave date, Salary, etc.). There is one more module where the monthly employee salary is shown and we get the salary detail until the employee is employed. I have made a process where the employee has changed departments on a certain date. For…
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What is the impact if List subset and List are used in same Module.
For example: If a list subset say Pharmacy? which is subset of larger list Stores are together used in sales planning module. Aware that it cannot be used. However keen on knowing what would be the impact.
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Module view: Column Wrap
I would like to have an option in Module view to set width of columns so that the name of line item and data is visible. Similar to excel functionality where you can click on "Wrap Text" and it sets the width automatically rather than change it manually.
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How to combine 2 item line in General List's properties?
Hello everyone, I'm new in Anaplan and I got problem now. Could you help me for this case? So current now I have data such as below : General List : Supplier Current now in my screen, I use to filter Product only using "Supplier" -> show Supplier A But I want to change it become "Code_Supplier" -> show as 001_Supplier A I…
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How to review model build
Hi Anaplaners! In our organization we review models built by junior and middle analysts. Checking every formula and finding inaccuracies takes a lot of time and energy. Could you share the way you deal with this? Thanks, Kostya
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Changing parent in numbered list
In this numbered list if we select Parent from the drop-down list the department(parent) of the selected employee will change and will be reflected in all the module that has referenced this List. How can I make an action to publish it on the dashboard where the user can change departments for the employee, should I create…
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Regrading Model Builder Certificates.
I have Passed the Level 1, Level 2 and The Anaplan WAY. Also, completed the feedback questionnaire. However, its been 2 days, I have not received the Model Builder Certificates. Please advise. Thanks in advance.
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New Page Builder interface could use some work
Anyone else caught a bit off guard by the new page builder/app interface that was rolled out this morning? Seems a bit clunky. Everywhere you click on the page expands or collapses a section, except for the left-side quick access panel which can't be collapsed or expanded. It's also difficult to distinguish the section…
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Multiple selector filter not working for other users
Hi team, I have a module on an app page that I am trying to set up for users. the main module is called risk and opportunities. its dimensions are cost centre l2, account l3, time and version. There are 6 system modules for users to control the filters. they are cost centre l1, cost centre l2, account l2, account l3, years…
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Getting to know your model
Author: Stacey Gibbens is a Certified Master Anaplanner and Anaplan Solution Architect, leading the Center of Excellence at Globe Life. Maybe you’re a new employee at a company who has been using Anaplan for a while, or maybe your company has contracted with an Anaplan partner to have some models built. Either way, it will…
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Five tips for a (mostly) painless model rollover
Author: Clarissa Hassfurder is a Certified Master Anaplanner and CEO at Double10 Consulting. As Anaplanners, we all hope that when a model is being build the Solution Architect and model builders think about and document all maintenance requirements for the admins. But this isn’t always the case, especially when many hands…
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remove double counting of projects
Anaplanners, I have a query on how i can remove double counting of Projects. Case artifacts: T1 Teams, which is a hierarchical list, so for example Team A.1 & Team A.2 rolls up to Team A, like wise Team B.1 rolls up to Team B; all rolling up to total teams. M1 Members: Flat member list. P1 Projects: a Numbered list of…