Find answers, share solutions, and connect with Anaplan users
Read recent thought-leadership and technical guidance.
Author: Kevin Cho is a Certified Master Anaplanner and Anaplan Team Lead at Atlassian. Managing an Anaplan implementation used by a geographically dispersed team can be challenging. There are the standard challenges of remote working — fewer direct and spontaneous interactions, isolation and lack of team bonding —…
Let's celebrate @AlejandroGomez as our featured Member Spotlight for September! He has been in the Anaplan ecosystem for nearly a decade, a Certified Master Anaplanner for five years, and recently appointed an Anaplan Community Boss! Read on to explore Alejandro's journey, expertise, and his meaningful contributions over…
Author: Jared Dolich is a Certified Master Anaplanner and Partner and Founder at Retailitix. Consider this cartoon from Clowncurls. Maybe a bit exaggerated but sadly not too far from how Anaplan change requests come in. The question is how should you respond? Long ago I was a service desk manager for a 5000-store retailer,…
Join Dennis Lemoine, Sr. Program Manager of Community Events, for our sixth episode of Journey, an Anaplan Community podcast. This month we bring you Clarissa Hassfurder (@clarissa), Certified Master Anaplanner, Certified Solution Architect, and CEO at Double10 Consulting. Clarissa has over a decade of software…
Need practical solutions quickly? You've come to the right place.
We're listening! Submit your ideas to influence the Anaplan experience.
Join. Interact. Thrive!
From thought leadership to detailed instructions, we've got you covered.
How to Configure Salesforce for Integration with Anaplan CloudWorks Anaplan's CloudWorks allows users to create a seamless and automated integration between Salesforce and Anaplan. This guide will walk you through the process to set up this integration. Step #1: Create a Salesforce Permission Set Navigate to Settings →…
About the Author: Tristan Colgate is a Certified Master Anaplanner and Managing Director at Fidenda. Hi Anaplan Community! I’m excited to bring a new and fun video to the Community ‘How I Built It’ tutorial series. In my video, I’ll walk through how I used Anaplan’s Optimizer to solve the world’s hardest Sudoku puzzle. In…
Problem Statement Ever wonder how to display your data in a calendar format in Anaplan or simply just want to have a color-coded display based on a specific alert/indicator in a calendar form? Step-by-step guide We just need 2 simple lists Day of Week and Week Number to start with. Then we need 2 modules Day of Week…
Author: Hem Maan is a Certified Master Anaplanner and Director at Bolt Consulting Group. Anaplan is a fantastic platform that not only allows businesses to achieve their objectives, but also the flexibility it offers also allows model builders to fully utilize creative problem-solving skills. It’s important to be on top of…
Welcome to the September edition of CoE Connect, your source for news and insights from the Center of Excellence Program! We aim to both inform and motivate, and we're always eager to hear your feedback or suggestions for what's to come. Thank you for being an essential member of our CoE community — let's continue to grow…
Creating an Anaplan CA Certificate using the Sectigo Personal Email Security (S/MIME) certificate involves several steps. Here's a quick start guide to help you through the process: Step #1: Purchase the Sectigo Personal Email Security (S/MIME) certificate from Sectigo's website. You can find it here. The cost is $15 for a…
Hello Anaplanner Community! I’m excited to participate in the ‘How I Built It’ video series with a dynamic month, quarter, and year filter tutorial. This video will walk you through how a dashboard can dynamically update time on all tables and charts. This enables multiple users to have different filters enabled on the…
If you're diving into integrating with the Anaplan REST API using an Anaplan Certificate, you'll need to know certain requirements. This post is a step-by-step guide to ensure a seamless connection using Python. If you'd prefer to avoid a programmatic approach to using your certificate, then please check out the CA…
Currently, column setting is only allowing to select 1/2/3 lines for label height. It would be great to have the flexibility in setting the pixels rather than selecting 1/2/3 lines (which can also be adjusted by dragging the column height similar to row width).
Currently in the UX manage models area, you can quickly change the model connected with a page if that page is only linked to one model (green X). If that page is connected to multiple models you can't (red X). Propose increasing functionality to allow quick add/remove/change options in the UX manage models area. We…
We need the ability to stop this. This has gotten out of hand recently. It is impossible to work with this. I make one simple mistake and I have to wait 20 minutes…. This is unacceptable and makes working Anaplan impossible. This needs to be fixed asap. Top priority.
As a community member I like/need to be on top of any new enhancements that are made available. Most recently it seems the strategy, alerting, comms has changed and it's more complicated to be on top of new enhancements, plan, test and deploy them as quickly as we would love to. Could we improve the comms by creating a…
I am a CW integrations Admin and have built CW integration between different models that runs every night. I have a lot of processes so I can't put them in one flow. Also I have some processes that should run in parallel, so I left them out of flows and set their own schedule. Setting up the runtimes is very time consuming…
Users would have the provision to view the totals of the list items they have access to in a particular hierarchy even though the selective access is enabled
Hi everyone, It could be very nice to have a new formula to allow replacing several values by others instead of only one with the substitute function. For example, to replace "," by "." and " " by "", the current way is : SUBSTITUTE(SUBSTITUTE([Text], ",", "."), " ", ".") The new way could be : SUBSTITUTES([Text], ",",…
Admins and users should have a list filter option to avoid creating separate filters.There should be a list filter that allows admins and users to filter list items without creating a separate filter.
Sometime we get a little info icon in the bottom left corner indication we can’t do the function or something wrong. Unfortunately it doesn’t tell us what is wrong. Tried right and left clicking on it and nothing. Are we able to make it bigger and be able to pull back why we are getting it? We get this function in building…
Hi all, It would be great if in the UX, an end user would see all the decimals precision (not only the decimals precision as set in the number line item formatting) when (s)he hovers over a calculated cell or when selecting a calculated cell. Currently when a calculated field is referring to values from other line items…
Hi All, I was testing out the Workflow feature in Anaplan, could I get some help on how to use the machine task (data write feature) and hierarchy task? Do we have any documentations on how to use the different tasks in workflow. Is there a way we can show that a workflow or a task has been completed in the NUX? For…
I am trying to netvigate across tabs. Like crtl page down in excel but the crtl + > doesn't work in the anaplan (though it's the hotkey designed for that) Anyone has an idea on this?
Hi all, I have a few questions on the UX expereince dashboard How do i replicate the filter exactly like the example? I think there are no SKUs in the exception summary module (first table - New York/San Francisco / US). How does the filter broadcasted to there How do i have a summary value like it shows there for US? it's…
Hello, With the New UX, A+ for Anaplan Chrome extension no longer works. I am wondering if there is any current extension developed that can replicate any of the functionality of the former A+ for Anaplan Model Builder Edition Chrome Extension? Specifically, I am wondering if there is the ability for "Improved Colors" that…
Hello, I am using the Anaplan Excel Add-In to organize my data in Excel. The issue is that when I reorder the columns and then change the context selectors, the columns that were moved no longer update based on the new context selectors chosen. However, when I change the context selectors, every other column that was not…
Made this as a reference since I haven't found one and needed it for my issues with my Sprint 3. It shouldn't violate anything as it is only indicating which activity is at which lesson number. MPW
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…
We are looking for Anaplan end-users to provide feedback on their experiences with the Excel add-in. Interested individuals will respond to this 5-minute survey to help us understand personal needs and behavior when using the add-in. The feedback provided by survey takers is essential to the roadmap of Anaplan's products.…
The Anaplan User Research team wants to better understand the model optimization process, including view clean-up. We are looking for model builders and solution architects to walk us through the process of optimizing/cleaning models. During a 60-minute remote research session, participants will be asked to share their…
This item has been identified as an outstanding known issue. A workaround is provided until the issue is officially fixed. Issue The below error message is displayed when a user attempts to refresh a connection after authenticating using the dropdown for login as shown in the image below: Workaround This issue can be…
From August 30, we will be removing "switch to Anaplan Classic" link from the global navigation.
