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Author: Mitch Aist is a Certified Master Anaplanner and Principal Consultant at Tru Consulting. In this How I Built It video, I share a unique method for creating custom logic for Summary Methods. Learn how to create line items that can identify the hierarchy level of list items. You can even use this technique to utilize…
Maintaining your Anaplan certification is crucial for validating your expertise and staying current with the platform's latest advancements. Missing the recertification deadline means you will lose your certification status and need to start the certification process over from the beginning. This article outlines the…
Author: Chris Stauffer is the Director, Platform Adoption Specialists at Anaplan. My kids and I enjoy code-breaking games, and so I wondered if I could build one in Anaplan. Over the years, there have been many versions of code breaker games: Cows & Bulls, Mastermind, etc. The object of this two-player game is to solve…
Author: Steven Kraplin is a Certified Master Anaplanner and Senior Financial Analyst at The MathWorks. Anaplan Connect is an Anaplan native tool designed to facilitate automation leveraging Anaplan’s API. Combined with a scheduling tool, this allows for bulk processing of data with limited to no touch points. Recently,…
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Author: Hillary Sich is a Certified Master Anaplanner and Senior Manager at Accenture. Do you actually enjoy creating end user documentation for the models we build? Are you creating end user documentation as a Word document with multiple screen shots per page? If so, then this article is NOT for you! Why not leverage…
Taking a proctored exam can be intimidating, even for the most seasoned professionals. While certification validates a learner’s skills and expertise, the exam environment itself can sometimes pose unnecessary barriers. Our goal is to test your ability, not your endurance. That’s why we’ve made significant updates to make…
Author: Miki Sato is a Product Manager, Product Management Team (Data Management) at Anaplan. In my previous post, I outlined the different ways Salesforce and Anaplan integrate — from the Embedded UX experience (Anaplan Tab) to data-level integrations such as the Anaplan Data Orchestrator (ADO) Salesforce Connector. Since…
Author: Mikhil Agarwal, Certified Master Anaplanner and Delivery Manager at VISEO USA Inc. As we dive into the holiday season, a time for family, reflection, and maybe just one more slice of pie, I’ve found myself thinking about a different kind of table I sit at throughout the year. Not the one in the dining room, but the…
Author: Kira Wagner is a Product Owner at Anaplan. We're thrilled to announce that Anaplan is planning to expand our integration capabilities with the launch of our new Amazon Redshift connector. This addition will empower your organization to seamlessly bridge your cloud data warehouse with Anaplan's powerful planning…
Author: Kevin Dale Bandelaria is a Certified Master Anaplanner and Solutions Delivery Head at OmniQuest, Inc. Solution overview The User Management process in Anaplan was developed to simplify how administrators set up and maintain model roles and selective access settings for users. Traditionally, configuring access in…
Anaplan XL Reporting (AXL) is a powerful solution bridging the robust planning capabilities of the Anaplan platform with the familiar flexibility of Microsoft Excel. It allows you to interact with your Anaplan data dynamically, right from your desktop. To use its power effectively, it's important to understand how to use…
Author: Dave Smith is a Senior Product Manager at Anaplan. We are thrilled to announce the rollout of On-Demand Calculation in Polaris, a feature that significantly enhances performance and efficiency for our users. On-Demand Calculation is designed to compute values only when they are needed, leading to a more optimized…
Author: Evan Groetch is a Certified Master Anaplanner and Business Intelligence Manager at Fresenius Medical Care. Seeing that your list import has failed due to the index hitting its maximum value can be a frustrating experience. Cursory research on Anapedia will show you there is a “Reset” button at the bottom of the…
Author: Calvin Magondo is the Product Manager, Enterprise Experience at Anaplan. Combined Grids and multi-module reporting We are excited to announce the much anticipated enhancement to the Anaplan User Experience (UX): Combined Grids. This powerful new feature and platform capability will address one of the most common…
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: When building modules, I find it frustrating that I need to manually change data format for line items which are meant to be…
Description Currently, scroll bars in Anaplan UX grids and cards only appear when content exceeds the visible area and when you hover over a card and the scroll bars appear. While this behavior is standard, it can create usability challenges for end users, especially when: Users are unsure if additional data exists beyond…
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: I have a small improvement request for assigning security rights to different security groups in AnaplanXL - it makes sense having…
I would like to pre setup input Booleans by default to true in the blueprint view //GP
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: When the data transfer step fails, it generates the following errors in the Workflow log: Unable to execute Staging table import.…
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: Applying things like bps is great but would be great to not have the space between number and item. For pre-defined ones such as %…
Fluence consolidation is missing a security log that would enable to track changes made to application security. With this log missing, we have internal controls deficiencies. Please add a system log similar to the journal entry log that would track who made what changes to the security and when.
Currently Templates can only be run on a certain day of the week or selected date of the month. It would be great if it can have more options to trigger workflows
Before we start, here's a quick description of what are simple lists. Then, I will share how each level in a simple list can be flagged. Simple lists contain list items in a single list with a parent/child hierarchy. For example: It's often tricky to apply logics to this list because you can only add data to child list…
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: Current options for Network charts are limited - no resizing (only zoom in/out) is allowed, background is always white, and you can't…
Can someone help me i am unable to login anaplan portal using my credentials
Dear Hive Mind, Do we have a way to get the history of a particular List Item, from its creation into a model up until its removal ? I am trying to chase when / how an item has been added into a model and how / when it would have been deleted and then recreated with the same code. Is there a pattern (manual or API) to get…
I have an action in a process which is getting failed since 2 days when run via CloudWorks with below error . No issues when run manually . Same error occurs when run manually but as a warning "Import complete but with failures" This action is running since almost a year without any issue . No change has been made to…
Hi, I have a module with a time range as a dimension. I've set it with a daily time scale, but Anaplan's way of showing daily dates is for example "1 Jan 37" and I need it to be in numbers because when I export it excel doesn't recognize it as the date format that I've set in Windows (OS) (when a date as two digits it's…
Hello, My interface uses basic authentication to log in to Anaplan. The login process has been failing intermittently for about a week. How can I identify the root cause of these Anaplan API login failures? Username and password are correct. The account is not locked or expired. Thanks, Jorge Palma
Hello Anaplan Community, I'm facing an issue while uploading ADO screenshots, crosschecked my file size and naming conventions they are correct as mentioned in the lesson. Anyone faced the same issue? Pls let me know how if any solution to this problem. Thank you.
I have a report page in which we are showing demand based on period selected in another page with column filtered on period selected , however the table in report page is not changing periods if value changed in selection view , can anyone explain if dynamic filtering on column is not there in a slide report
I have 2 lists used in modelling, In Input module I'm using subset of territories from Country List and subset of Regions from Flat list. But in Output module,Its reversed, I'm using subset of regions from Country list and subset of territories from flat list.How to derive the numbers from input to output module. I do have…
Hi, I’m experiencing a strange issue in ADO that I can’t seem to resolve. Before reaching out to Anaplan Support, I thought I would check with the community for advice. I’m trying to extract some list properties for an ADO mapping from a Polaris model/module. However, no matter what I do, I keep encountering the same error…
Hi Anaplan Community, I'm exploring integration options between Anaplan and SAP, and came across the Anaplan Adapter for SAP Integration Suite. I have a couple of questions regarding the same: 1) Which SAP systems are currently supported by the Anaplan Adapter? 2) Can the Anaplan Adapter be used to send data from Anaplan…
These resources delve into best practices for modeling in Polaris to help you build more efficiently and effectively.
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Join us for Anaplan Academy Open Office Hours, an open, interactive space designed to support your learning journey. Whether you’re just getting started with Anaplan training, working through course content, or preparing for certification exams, this session is your chance to get direct answers to your questions. Our…
We’re continuing the conversation! Following the success of our first Anaplan Workflow event, we’re bringing you a deeper look at what’s next. Join us in February as we expand on the insights shared in the previous session and explore how Workflow continues to evolve to support planning collaboration and process…