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Level 3 - Ask the Stakeholders - Assigning Accounts to Territories Process Questions
Level 3 - Ask the Stakeholders Assigning Accounts to Territories Process Questions This forum is for asking the stakeholders of the Unicorn Candy Company questions about the Assigning Accounts to Territories Process. The Anaplan Academy team will be monitoring this forum during US Central standard business hours. Please…
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Filter by table
Hello, I hope you're all doing well. I'm seeking guidance on implementing a filtering mechanism for a table on a UX page. I have a table containing multiple parameters. My objective is to enable filtering such that whenever I modify a parameter in the first table, all subsequent tables are filtered based on the selected…
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Source Object Name refresh in Import Data Sources tab of Actions (Model Settings)
The Source Object Name in the Import Data Sources tab of the Actions section in Model Settings is a very helpful piece of information when tracing source module views used in Actions. Model builders normally export this information to an Excel output and filter on the source object name to check which actions are dependant…
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Sorting - List Members
Is there a certain trick or a set of procedure to handling sorting list members. I can control the first creation of list and import the record in sorting order but how does future addition to the list should be done so that they are always alphabetically sorted. I notice that after the first load, newly added members gets…
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Too many cells for ISFIRSTOCCURRENCE calculation
I Import a C11 list to 2 spoke models from Hub. I use the same DataHub and Same Hub Saved view to import into this list. However the import into list is sucessful for one of the spoke model but not the other. The saved view and the import definition is the same for both the spoke model. For one the process is completed…
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Quarter to month
Hello ^^ How can I convert a line item formatted in quarters (e.g., Q4 FY23) to a line item formatted in months, displaying the last month of each quarter Q4 FY23 =⇒ Dec Q1 FY23 =⇒ Mar etc Thank you
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Quarter to Text?
Hello Community, How can i go from the line item Quarter ( Quarter ) to Quarter ( Text ) example : Q3 (Quarter format) to Q3 (Text format) Thank you
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How I Built It: Replacing the "group by" function of Excel in Anaplan
About the Author: Damien Bouquier has been a Certified Master Anaplanner for 5+ years and has developed solutions across a wide range of industries for FP&A, supply chain, and sales operations planning use cases. Hi Anaplan Community! Excel allows you to group and ungroup data areas to explore the data. Anaplan does not…
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Level 3 - Ask the Stakeholders - Establishing Sales Targets
Level 3 - Ask the Stakeholders Establishing Sales Targets Process Questions This forum is for asking the stakeholders of the Unicorn Candy Company questions about the Establishing Sales Targets Process. The Anaplan Academy team will be monitoring this forum during US Central standard business hours. Please allow up to 3…
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how to copy a lIne item from a module to another one ( Text format )
Hello, I hope you're doing well. I'm facing a challenge and could use some assistance. I have three line item text formats in a system module, and I need to retrieve the information in text format from the same line item with the same name from another module. Here's what I've tried: I went to the target module and simply…
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Show a "Used in NUX Pages" column on the New Modules View
In Anaplan Classic, in the old modules view, there is the column "Used in Dashboards" which informs of all classic dashboards using each module. This same concept is needed within the New Module View for New UX Pages, so that model builders can quickly identify all NUX Pages using a module. I know that the opposite is…
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User access
Hi friends I need to publish a module to the dashboard, there are about 10 line items in the module. One user should only be able to see the first 3 line items where as other user should be able to see last 4 line items and so on. I need a solution for this problem. Thanks in advance.
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Line Item format Txt transformation
Hello everyone, I hope you are all doing well. I am writing today to inquire about the best formula to transform text from the format DD/MM/YYYY to DDMMYYYY. For example: 02/04/2024 should be transformed to 02042024. Thank you!
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Level 2 Sprint 3 INV01 Inventory ordering Boolean line items
Hello guys, I've noticed that my Boolean line items have stopped functioning somehow. It was okay when I first created them and stopped working when I added DCA. I checked the formulas and write accesses but they seem fine.... Any ideas?
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Conditional Parameter
Hello, I hope everyone is doing well. I have a query regarding Anaplan. I have several system modules where I have created unique IDs, each with a different length. In the user experience (UX) part, it's the UX user who chooses the name of the file to import. Then, the ID becomes the File Name + ID. For example, if the ID…
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The Truth About Sparsity: Part 2
In part one I defined sparsity, shared how combined hierarchy lists have been a common technique to avoid it, and dispelled some of its associated myths. I also discussed some issues you will encounter when using combined hierarchies. In part two I will discuss the modeling considerations for handling sparsity and the best…
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Text to quarter ?
Hello Everyone, what is the best formula that we can use to go from this to this: Txt Period "Format Text" (Example: Q1 FY24) ===> Quarter "Format Quarter" (Example: Q1 FY24)
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Line Item 'Held or Revised' and 'To change' in Level 3 Sprint 1
Hi Community, I am confused how to approach the line item Held or Revised and To Change in my TAR02 module in my Sales Planning Model. What does these line items mean? I did some experiments with these but nothing fruitful. For reference, this is part of activity 8.2 of Sprint 1 of Level 3 certification.
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Search box in 'Model Management' Dialog Box
Hi, When we click on 'Manage Models' dialog box, we get an option to select a workspace. When we select a workspace, we get a list of models to choose from. But in case there are numerous model in a workspace, then it becomes tedious to search for without a search box. Can we have a search box to filter ? Thanks, Aravind M
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Show the code instead of the display name in dropdown list
Hello My client does not want to have any display name, just the # generated by anaplan. In the same time, it is very complicated to choose an item in a dropdown list seeing only #s. Is there a method for me to show code of the numbered list ( which is existant ) instead of the #? Thanks
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Level 1 Exam - Question 5
I dont know where i'm going wrong.....this is the formula I'm trying to use.... IF Employed? THEN Salary * 'EMP03 Employee Drivers by Role'.Bonus % [LOOKUP: 'SYS08 Employee Details'.Department, LOOKUP: ''SYS08 Employee Details'.Role ] ELSE 0
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PlanIQ Error
Hi, Do you know what would cause a 'PlanIQ Flow Trigger Failed' error @Misbah
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Multi-language Pages & Object names
As a model builder I need the ability to create multi-language Pages for end users, who work within global multinational companies and prefer to make the analysis on the basis of information in their native languages. I see this as an additional settings tab within Anaplan, where languages can be added in Languаge List…
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Change Time Period names by allowing an alternative
Without creating Fake time and having to do mappings in modules, why not allow an alternative to be displayed, which would simplify the build, but also give the customer the desired headings on time. They can have this simply on any other list. The example is a retail customer who has 4,4,5 and a non January start of year.…
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"Applies to order" in formulae
Does the order that we list LOOKUP: \ SUM: arguments also need to be consistent with the "applies to" ordering? Logically it would as I believe the reason behind this is to do with how Indexes are built in the background but am uncertain and would love confirmation.
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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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OEG Best Practice: Dimension order
Dimension order affects calculation performance Ensuring consistency in the order of dimensions will help improve the performance of your models. This consistency is relevant for modules and individual line items. Why does the order matter? Anaplan creates and uses indexes to perform calculations. Each cell in a module…
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List Formated Module Line Items
I have a list of employees This is a master list used across models One of the properties of this list is the Employees Initals I would like to either: a. Select an employee from a drop down but for the "value" displayed to be the initals or b. Use the Initals Property as the source for my drop down Suggestions gratefully…
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Publish a list as page selector to a dashboard
Hello, I have a nested list like the following. I want to publish only the parent as a page selector for a particular dashboard without giving the user the ability to select specific child. How can I do that? Parent Child A 1 A 2 B 3 C 4
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Level 2 - Sprint 1 - 1.3.10.3 Import Data into G3 Location List
Hey community, I am having some challenges getting the same output as the course shows. I have not been able to get the distribution center boolean to appear in the G3 Hierarchy list. Please see the screenshots below: * Course question and output * My output (missing distribution center boolean) * My location flat list *…