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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 *…
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History Check & Roll Back for NUX Pages
Hello Anaplan Modelers, I would like to suggest an enhancement/idea on NUX, checking nux pages history like we are checking for model history. This would be helpful for a team to identify who did what Chages for what page on what day. Also like we are restoring/rolling back our models wherever we need, the same way if we…
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How to Identify First Month of Every Year?
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End date that should be a working day only
We want to get the End date but it should only fall on the weekday, we have tried other workarounds but it didn't work as intended. See screenshots fyr. END DATE (working days only) = START DATE + Duration Days we also have a module to count the weekends and holidays so to get the END DATE (working days only) END DATE…
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How I Built It: Number lists
Author: Soumya Bhattacharya is a Certified Master Anaplanner and technology consultant at Accenture. Hello Anaplan Community! This ‘How I Built It’ tutorial represents one of the benefits of a Number list and how we can use it to dynamically update the module line-item description. This function helps to build a dynamic…
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Block / Disable create form action based on a line item
Hello. I want to know if it's possible to block/restrict the creation of an item ( via a FORM ) based on a line item. For example, if the total wallet = 0 then the user should not be able to add and create a new item. thank you
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Add Folders for Modules and Lists
Similar to the idea posted here, but with this idea could be a possible solution? * Add folders to object contents (e.g. module, list, and actions). * Allow the creation of sub-folders. It goes without saying, but this would really improve model organisation, especially for larger models. The functionality could be similar…
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More advanced Grouping, Sorting and Filtering of the lists of Modules / Dashboards / Actions etc
During Anaplan training a user creates 5 or 6 modules / dashboard etc. Easy. Our model has a staggering list of actions, modules and dashboards. In our model are we have: * 593 Modules * 248 Dashboards * 1767 Actions Model builders need a more robust wayto manage this. Having the ability to filter these lists by a type…
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Ability to add Folder structure to Lists, Modules, Actions etc
Being able to keep a model clean and well organised is really important in allowing model builders to understand and work with the model going forward. Often we find that as a model grows, the number of lists, modules, actions etc grows quite large and can start to become difficult to manage. This enhancement idea is to…
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Smaller Time Range | Less than a year Time Range | Day granularity
Anaplanners, I would like to have a time range in a granularity for less than a year. Somewhere between a month or a Quarter. We have a business requirement where we have to import and export working hours for each user per project per DAY. This activity will be monthly and may not be necessary to have more than a month,…
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Changing a workspace name & model names
Hi guys, So I have a question and I hope that you can help me. I have a workspace containing many apps but its name isn't really relevant. Same for some of the apps within this workspace. I want to change their names and I was wondering if there were some risks linked to that change. For example with Datahubs or other…
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Challenge with a fake time list | Data Import | Native time
Anaplanners, Good day ! We are stuck with this peculiar ask from the business and need some guidance on how to proceed with the same. We have a resource planning use case where we have data of the users tagged to a project (this is not based on time). Example User A is tagged to Project Tiger & Project Lion 60% & 40 %…
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Conditional Import
I have two columns, Column A and Column B. Column A is a manual input and column B is populated by an import action of the data of Column A. I have created a sperate module with Boolean checks to make the data of Column B not editable using write access driver. However when I run the action to populate column B new list…
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Fake Time (1-31) or Time Dimension
Anaplanners, We're in the process of creating a use case for capacity planning. Users have mentioned the projects they have working on. We will be converting the allocation into hours. Say I'm occupied for project A and Project B 75% & 25 % respectively, I will have 6 hours for Project A and 2 hours for Project B assuming…
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Gantt Chart Ability to Edit Columns
Hello, I would like to edit what is returned in the columns above a gantt chart. Screenshot below is what I currently see. I would like to remove/hide the year 2022 all together, and instead of showing months in the columns, show the numbers 1 through 12. And if that isn't possible, would like to remove the columns all…
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PREVIOUSITEM() formula which is like PREVIOUS() but references a list item instead of time
Hi Anaplan, I was searching for the use of the PREVIOUS function but on a list item but it is not currently possible. @peter_mcanena has suggested this but only in a discussion thread. So as his idea suggests: PREVIOUSITEM(x, y) where * x: Any expression * y: List The expression x must be based on the list y.…
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How to change code of a list?
Requirement has come to change the codes of existing lists in the Production model without losing data. Please suggest.
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Level1 exam formulas error (activity5)
I tried to update the formulas but it shows Invalid fomula . Updated formulas for Bonus was below, IF Employed? THEN Salary * 'EMP 03 Employee Drivers by Role.Bonus %[LOOKUP: 'SYS08 Employee Details'.Department, LOOKUP: 'SYS08 Employee Details'.Country] ELSE 0 What exactly am I doing wrong here? Any help would be greatly…
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Do you feel it will be good to have Supply Chain related functions ?
Since Supply chain use cases are picking up, do you feel it will be good to have supply chain specific functions in Anaplan. If yes, then kindly promote the new idea I posted.
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Update code of a numbered list
Hello, I want to update the code of a numbered list. The user can input a name on the dashboard. Then I want to set up an import to, for example, import the code to the numbered list but it creates me a new item each time, since we cannot map by name in a numbered list. Any solutions to update code in a numbered list…
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Converting inputted Date Range into new monthly module
Hey all, I need some advice here. I have a module (no time scale) where one of the attributes of a project is the start and end date (manual input as a date). I want to populate a new module (monthly time scale) with a 1 for each month the project will be active. Any recommendations on a formula to use to do this? Example:…
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Display warning message when deleting a line item which is being referred as a filter.
Hi All, In Case if we are using any line item as a filter and if we are deleting it a warning message should pop up similar to when we delete line items which are being referred in a module. It helps maintain the saved views as most of them will be created based on specific filter or condition.
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Setting up a process to remove inactive users
Author: Kay Kuang is a Certified Master Anaplanner and Principal Data and Insights Architect at Anaplan. Actively managing the users list to keep the list small and to keep only users who need access to the model will make the model go a long way. The users list can have a big impact on the model's performance — especially…
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How do I select a prior list item without getting a circular reference
I am trying to build a model that looks like the above screen shot. Tier 1 - Tier 5 are list items and everything in the top row are list items. I am having trouble getting any ending balance to work (for reference, I'm able to begin the tier 2 starting balance and so on and so forth to pull the ending balance from the…
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CONCATENATE Formula in anaplan
Hi experts, How to write "concatenate formula" in anaplan. We have 3 proprties in Customer list. I want to concatenate first and second properties into 3rd property. The format of the properties is "Text". Can you please suggest me. Regards, Uma