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Anaplan Platform Practice
May I know how long does the Anaplan Platform access will be provided for Practice ?
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How to filter a module line item based on another modules page selector
i have two modules 1: dimensions B (subClass), C (version), D (D = Entity) 2: dimensions, A Policy No, (hierarchy where B is parent to A) , C module 2. includes a line item formatted to D - Entity module 2 on a UX will Sync to page selectors B and C from module A but i need to filter mod 2 also where line item Entity is…
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FCR: Questions Regarding the Behavior of Initialize Ownership in V2605
Background In the Manage Ownership screen, we understand that records can be created automatically by clicking the Initialize Ownership button. Our understanding is that records should be created only for entities whose parent member has Group set as its Entity Type, which is one of the properties configured for Entity.…
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L3 Sprint 2, User Story 3.3 Q1 Quarter Allocation
Hi Community, It appears that values shown here for Q1 are assuming 29 days in Feb 25, when there are actually only 28. My values tie out for all Quarter values and all months shown from Apr 25 forward, and it's not possible for only a single quarter/finite range of months to differ with formula-driven values: Please…
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Unable to open a model
Hello! We’ve been experiencing a critical issue for the past 2 days with one of the development models within a workspace that contains multiple models (both production and development). When trying to open this development model, an error appears and we are unable to access or work in it. All other models in the workspace…
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List Hierarchy building error
I want to build the Anaplan list hierarchy for my own development model . I have built three lists : Budget Heads L1, 2. Primary Function L2 (Numbered List) 3. Function L3 (Numbered List) Parent list: Budget Heads for Primary function. and Primary Function L2 will be the parent for List Function L3. But in my L2 Primary…
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3.4.3 Activity: Create Country Summary Module
hello everyone, please i need help about Safety Stock Flag Count formula
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Find Letters or Symbols within a TEXT Line Item
Is there a way in Anaplan from a TEXT to understand if it contains non-numeric characters (alphabetical letters and symbols)? Thank you!
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Issues with Cloudworks Integration Process to run a Process within Data Hub
Hi, I need to schedule an existing Process within Data Hub Model. This Process has different actions inside such as imports from a csv file which is available daily from API Integration. I created the process within the TAB "Integration & Processes" and Scheduled with a User with whom I am able to run the process…
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Anaplan ⇄ Google Sheets pivot tool — feedback welcome
We've been building a tool called aplan4sheets and we'd genuinely like input from this community — both on what we've built so far and on what we should prioritize next. The problem we set out to solve: Anaplan's Excel add-in is Windows-centric, and there's no real native way to pivot Anaplan data in Google Sheets. We…
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Question for 4.8.2 Employee Mapping
I am having issues with mapping. The upload is successful but in the code, some of the employees have names instead of the country code. Can someone assist and let me know what I am doing wrong? I went back to previous lessons to make sure I am doing the right mapping as well.
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User story 3.3 To derive Monthly Commission Forecast
Hi, My values of monthly commission forecast is not matching the Check your build values. Please help to identify where I am wrong. As I have attached screenshots of the blueprint and module grid view. Thanks, Sre Varshaa S
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Handling Month–Year vs Year–Month format issues in Anaplan imports?
In our current setup on a Global Engagement, most regions use a Month–Year format (e.g., Jan-26) for the time range in the forecast upload template. However, the US region follows a Year–Month format (e.g., 26-Jan) in their local Excel files. This mismatch creates a challenge: When US users download the template, it is…
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Anaplan Level 3 Assign accounts to territory
Hi, when I am assigning the account to the territory I am always facing error as below and account never get assigned to the territory , what could be the reason ? When I use same method for unassign it works .
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How to remove old records from a list
I have a large number of records which are old and we do not need in the model. How do I remove them from the model?
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Blueprint View - "Is Summary" and "Parent" - Impact of Clearing These Values
Hello and thanks in advance for any assistance! I am hoping to better understand what the "Is Summary" and "Parent" in the Blueprint View impact in the model? My end goal is that I would like to set all of the "Is Summary" to FALSE and clear out the "Parent" in the Blueprint view. I do not fully understand what the impact…
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Best practices for adding a list dimension without modifying the existing structure.
The target module has an additional list dimension compared to the source module. Is there a way to automatically aggregate the source data into a specific dimension of the target? Due to legacy reasons, the current module lacks a specific dimension. However, to enable budget vs. actual comparisons, we have to add a new…
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Activity 2.3.8.2 Import into DEM01 Module
I am stuck at Activity 2.3.8.2 Import into DEM01 Module I don't know how to map Time. Could anyone please help with this: I thought it should be "Patterns with Separators" Y-M but it failed "Expected month name or number in date/period" I tried all "Match Names" (could not choose Language), "Periods" with "Custom…
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Best Practice - Moving to New Chart of Accounts
We are currently looking at migrating ledger providers and as part of this, there will be a full remapping of our existing chart of accounts to a new chart of accounts. This will likely break large parts of the model where we do lookups of specific account codes and the structure of our overall P&L and Balance Sheet will…
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Performance Issue with Master Switch for Dynamic Product Selection in Polaris
Hi All, We are facing a scenario where users must dynamically select specific list items for different planning scenarios. Example: We have 5 products in total Scenario A: User plans for 3 products Scenario B: User plans for 4 products Because this selection is dynamic, we are not using subsets. Instead, we: Use Boolean…