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UX features and end user collaboration.
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🚀 Newest questions

Tenant access and user model access
I wish Anaplan had an export feature for users at admin level eg enabled users at tenant level, just like an export feature for model level users. A problem I see is both don't synchronise. eg a user can be disabled at tenant level but still show as access at model level A suggestion - have a tenant enabled/ disabled field…
Import stops at 91%, no model won't open on workspace anymore
Hey there, we have 2 workspaces. We have built different models on both WS and started imports from a large CSV. In both cases, the import stopped at 91%. Going back to model manager and stopping the process yielded in "model XYZ (closing)". When refreshing the page, we see all of our models, but cannot a) open any model…
Data Hub to Spoke Model Line Items or Subset
I am building a data hub and spoke models. Currently, I have: built a data hub with system shared lists. It holds flat lists that only consist of list items and list codes. used modules in the data hub to assign line items which act as parents, grandparents and other metadata to the flat lists. saved specific views to pull…
Level 2 Sprint 2 : Beginning Inventory
I'am currently encountering an issue in Level 2, Sprint 3 of the Inventory Ordering Module. The Beginning Inventory ordering module isn't correctly pulling data from DAT01 Beginning Inventory. Here is the formula i'am using. Can someone please assist with me in this ?
NPV with rolling start date
Hi - I am trying to build a module with an NPV calculation which in each month calculates the NPV of cashflows starting from the next month until the last time period in the module. So in Jan-24 it would calculate the NPV with cashflows from Feb-24 to the end of the module. Then in Feb-24 it would calculate the NPV from…
CloudWorks Integrations & Processes General Columns
I don't want to waste the space to create an extensively long name to identify what Model my Integration corresponds to, especially when we add many new integrations. Can you please add the Workspace and Model to the columns available when looking at Integrations so I don't need to click into every single one to check…
Is there a way to migrate existing classic workspace model to a Polaris workspace?
Another question, Can we build model to model import processes between classic and Polaris?
Is there a limit (250 GB ?) on model size within HyperModel workspace?
How to implement a multiple-criteria-mapping into a formula
Hi, I am trying to make this mapping work in the best way possible. I have 3 criterias: RV1 Revenue, RV3 Revenue, Product Class. I need to have, as a final outcome, the same Revenue BU of the mapping in this final module: How can I achieve this? Is the IF THEN ELSE concatenation the only solution possible? Thanks, Luca
Workflow Feature Anaplan
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…

❓ Unanswered questions

Tenant access and user model access
I wish Anaplan had an export feature for users at admin level eg enabled users at tenant level, just like an export feature for model level users. A problem I see is both don't synchronise. eg a user can be disabled at tenant level but still show as access at model level A suggestion - have a tenant enabled/ disabled field…
Level 2 Sprint 2 : Beginning Inventory
I'am currently encountering an issue in Level 2, Sprint 3 of the Inventory Ordering Module. The Beginning Inventory ordering module isn't correctly pulling data from DAT01 Beginning Inventory. Here is the formula i'am using. Can someone please assist with me in this ?
Activity List for Level 2 Sprints 1, 2, 3 for repairing/fixing issues.
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
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…
Looking for Anaplan End-Users to take a short survey!
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.…
Model Builders & SAs: Help us understand your model optimization processes.
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…
User unable to refresh a connection on PPT
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…
Anaplan Mobile users: Earn $150 and improve the experience
Hi all, We’re inviting current users of the Anaplan mobile app to share details about their experiences. We are looking for business users, not model builders, so please forward this on to your colleagues if needed. This two-week research study involves completing a series of four brief tasks in the Anaplan mobile app…
Model Builders: Help us shape the future of the modeling experience!
Anaplan's User Experience Research team is looking to understand how model builders are currently creating modules. Your response will help us build out the modeling experience in the new UX. Please complete this short (less than 10-minute) independent exercise to provide your expertise. Thank you!
PowerPoint Add-in 1.6, 1.7 "Ghost Installation"
This item has been identified as an outstanding known issue. Issue When installing a later version of our PowerPoint Add-in, if a machine has both 1.6 and 1.7 installed, you will be left in a state where both programs exist in your list of programs but neither function (missing in the ribbon of PowerPoint) and you will…

✅ Answered questions

Import stops at 91%, no model won't open on workspace anymore
Hey there, we have 2 workspaces. We have built different models on both WS and started imports from a large CSV. In both cases, the import stopped at 91%. Going back to model manager and stopping the process yielded in "model XYZ (closing)". When refreshing the page, we see all of our models, but cannot a) open any model…
Excel Add In - Choosing the level while pivoting/filtering
Hello, Can I choose the level under particular dimension once creating the report in Excel Add In? I cannot find it easily. There is a such option directly in Anaplan for example under MyPages. The example: There is a product list assgined to different level of hierarchies (SKU - Planning SKU - Brand Quality - Brand) - in…
CloudWorks Export to S3 Sub-Folder
Has anyone had trouble export to an S3 sub-folder using CloudWorks? I'm testing out functionality and this is the only blocker. I am able to import from/export to the root folder in S3 bucket, and can import from sub-folders. But when I try to export to the sub-folder, the job fails and I get "A non-Anaplan error has…
Data Hub to Spoke Model Line Items or Subset
I am building a data hub and spoke models. Currently, I have: built a data hub with system shared lists. It holds flat lists that only consist of list items and list codes. used modules in the data hub to assign line items which act as parents, grandparents and other metadata to the flat lists. saved specific views to pull…
NPV with rolling start date
Hi - I am trying to build a module with an NPV calculation which in each month calculates the NPV of cashflows starting from the next month until the last time period in the module. So in Jan-24 it would calculate the NPV with cashflows from Feb-24 to the end of the module. Then in Feb-24 it would calculate the NPV from…
Automate Notification Feature
Hi Team, I have currently published the "Notification" button on New UX page which shares the URL for the respective page with defined "Recipient". Anaplan has introduced the "ANAPLAN Cloudworks" which automates the defined Actions(Import/Export) but how can I automate the notification feature through ANAPLAN Cloudworks…
Replicate A+ for Anaplan Functionality in New UX
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…
Metadata
Can someone explain what exactly is metadata, and what is the role of metadata in the datahub and how it is better to calculate the metadata in the datahub itself rather than importing it to other spoke models?
Doubt about modules with a common dimension
I have an issue when I change a scenario in modules with common dimensionality. Example: In the case of modules A, B, and C with a common dimension (e.g., Cases). The List Cases considers Cases 1, 2, 3, and 4. Should the other two switch to the same Case if I select a Case in one of the modules? For example, after…
Failed to retrieve field list from the selected data source. Please check your import settings and
Hi I'm received this error and it took a while to work out what it was. In the "Source Models" it was pointing to the wrong environment, this is confusing because I could still see the "Saved Views" to click on, it would bail out straight after that with the error. The complete error is: "Failed to retrieve field list from…

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