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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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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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Level 3 - Ask the Stakeholders - Designating Sales Reps to Accounts Process Questions
Level 3 - Ask the Stakeholders Designating Sales Reps to Accounts Process Questions This forum is for asking the stakeholders of the Unicorn Candy Company questions about the Designating Sales Reps to Accounts Process. The Anaplan Academy team will be monitoring this forum during US Central standard business hours. Please…
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Create a Knowledge and Engagement Account
A Knowledge and Engagement account is a different login from the Anaplan platform. It provides you access to Anaplan Academy, Anaplan Community, and Anaplan Support. Follow the instructions below or download the PDF to register for an account. DO NOT CREATE A NEW ACCOUNT IF YOU HAVE AN EXISTING ACCOUNT Email the Academy…
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Anaplan workspace with Workspace Administrator permissions
Hello, I enrolled in the Anaplan Talent Builder Program and would like to begin the Level 1 Model Building course. I have not yet received access to an Anaplan workspace with Workspace Administrator permissions. Could you please check the status of my workspace access? Thank you.
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Anaplan Certification as its not showing in my course catalog.
Hi All, From where I can start Anaplan Certification as its not showing in my course catalog. My account is as Independent Learner, I want to do all L3 Certification course . Can anyone please guide me on this.
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Does everyone who applied with the last PSA program Changes haven't received their PSA Certificate?
I applied for PSA back in November 2025. did L3 and the exam and all and i have been a model builder since 2022. is everyone the same or there's something wrong with my application? i tried reaching to Academy but they say they have no update in my case.
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Level 2 Polaris Sprint 3 Exam – Question 1 (Need Help)
Hi everyone, I'm stuck on the first question of the Level 2 Polaris – Sprint 3 Exam and would appreciate some guidance. Question: In the INV01 Inventory Ordering module, which of the following are used to guard the Final Shipment Amount line item? (Select all that apply.) I've already tried multiple combinations of the…
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Need clarification on DCA and guarding line items in Polaris Sprint 3
Hi everyone, I'm currently working through Level 2 Model Building (Polaris) – Sprint 3 and I'm having trouble understanding how the Final Shipment Amount line item in the INV01 Inventory Ordering module is protected. I'm confused about the different mechanisms involved, such as: IF THEN ELSE logic Dynamic Cell Access…
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Level 2 Polaris Sprint 3 Exam Question 7 — all answer options marked incorrect
Hi everyone, I am taking the Level 2 Model Building (Polaris) – Sprint 3 Exam and need help with Question 7. Question: “Using the Distribution Center Summary UX page, in March 2025, which Distribution Centers have Stock Exceptions (All Products)?” The answer options are: San Francisco, Dusseldorf, Melbourne, Marseille, and…
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@Solution Architects
Can some one share your experience on transition as a Solution Architect from a model Builder. I'm working on projects and your inputs would help me get an over all idea and get things prepared to work towards SA ? Appreciate it. Thank you
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12.4.6 Activity: Create Saved Views for Employee Expenses
For this activity for the task of Create Grid UX Saved View The guide shoes for no filter for the sample screenshot the filter for year has been applied.
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REP02 Size Margin Report Module in Lesson 8 Activity 8.8.3
Hello everyone, I am going through the L1 model builder course, and I am stuck at the activity 8.8.3 "Add Size Margin Report Module". I think I am doing the right things, but in certain combinations, I don't see values in my module. I am attaching all of the screenshots in this docx file. In fact, after creating this…
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Model Builder Level 3 - The details pre-filled in the 'SYS02 Account Details' module are incorrect
Hi, When I download the L3 Sales Planning Model, the 'SYS02 Account Details' module is pre-filled with data, but it doesn't match with the data in the Accounts csv file/Hub/A2 List*. [NB : *the csv file is not necessary in Level 3 as data can be imported from the Data Hub built in level 2. However, the data in the data Hub…
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Level 2 Model Building: Sprint 3 V1 :3.3.5 Activity: Create Inventory Ordering
Hi everyone, I’m currently working on the TRA01 Shipping Metrics by Week task. My import action completes successfully but all records are ignored (0 updated, 424 ignored). Before troubleshooting further, could someone confirm whether this sprint expects the module to be populated via import or by using formulas? I want to…
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Anaplan Level 3 Segment Module Value doesn't tie to Anaplan Official Training segment Module Values.
here in my Segment module my values don't match with the training modules, my TAR02 looks good though, Can anyone help me review and tell me what am i missing
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L2 3.3.11 - Planning Period Filter UX checkboxes disabled
So I'm banging my head on this one, my booleans for the Planning Period Filter for UX view created as part of Level 2 3.3.10 are disabled when I add the view as a source. The same is true if I try to create a custom view based on the same module I figured that meant there was something wrong with SYS00 but its pretty…
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Model Calender for one of the modules
Hi, I noticed that the Data Hub model calendar is still set to FY25, while the FP&A model has already been rolled forward to FY27. Previously, we were able to load FY26 data without issues, but after creating the new period in the main model, the Data Hub modules (e.g., DAT06 P&L TB‑D) no longer show Apr 26, and the recent…
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Regional Vice President role
Hi All, I have a question regarding the Regional Vice President role setup in the Supply Chain model. The activity says to grant Read/Write access on the Users → Roles → Modules tab for the new role. However, it only explicitly mentions the UX page “Distribution Center Summary” and does not specify which modules should be…
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Anaplan L3 Model history upload issue
Hi, I successfully completed my Anaplan L3 course and both exams on Anaplan Academy. While submitting the sales planning model history by mistake I uploaded the Model history of DataHub Model. How can I resubmit my actual L3 Sales planning model history ? Please suggest. Thank you
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Lesson 13.6.4 doesnt show the year information in the UX but it shows in the module. Why?
Lesson 13.6.4 doesn’t show the year information in the UX, but it does show it in the module. Why?
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L2 1.7.4.6 Load Employee Details
In L2 Training when i am trying to complete 1.7.4.6 Load Employeee Details, in the actions tab, i am unable to Edit the file. It say file not avaible. I am unable to complete the activity, any help?
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3.3.5.2A Beginning Inventory, Forecast Demand, and Suggested Order Line Items
I inserted the formula, but there was no change. Could you please send me a screenshot of your DAT01? Maybe the issue is there.
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Polaris Training in Classic Workspace.
Hi, I currently don't have access to the Anaplan Polaris workspace. Is it acceptable to proceed with the training in the classic workspace, or will this create issues later and prevent me from obtaining Polaris certification? Let me know if you have any insight on this.
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3.3.5.2A Beginning Inventory, Forecast Demand, and Suggested Order Line Items
What is the correct formula to display Beginning Inventory?