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Change the model source for all pages in an application in one go
Hello every year I use to copy a PROD model of a given period (Bud 2026 for example) and keep it open but "Locked" for users, in order for them to still be able to access it if they want to remind what has been done during the previous process. All the pages in the app are sourced on this model (the PROD one not the copy),…
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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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Avoiding CSV import errors: Three practical tips for Excel uploads across regions
Author: Ayesha Zoha, Certified Master Anaplanner and Manager at Kearney. One of the most common issues I have found during end user training or UAT is the difficulty in uploading data from an Excel csv. This usually arises because users need to upload small but detailed datasets from existing systems. Even with multiple…
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Setting formula summary method on a ragged hierarchy to display on org charts
Authors: Upali Wickramasinghe, Certified Master Anaplanner and Principal Solution Architect at Zooss Consulting in Australia; co-authored by Andrew Petersen, Senior Consultant at Deloitte Australia. We were presented with a use-case to utilize the Anaplan Hierarchy Charts to display an organizational structure with some…
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9.2.5 Activity - Adding the 5%
Hi All, I have gone through the forum and the replies given to answer this question have not been helpful. Can someone please advise on how to do this as the FY24 cell is greyed out in my view it is not blue. Thank you
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10.2.6 Activity: Add Formulas to Employee Expenses Module
Hi All, I am getting the result below: When the result should be: This is my EMP01 Module AND the blueprint below: Can you please assist in how to get the desired result ? Thank you
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Anaplan XL Feature Enhancement Request: Custom calculation columns/rows
Current Behavior In the Excel Add-in, users can add Custom calculation columns/rows, but the column/row name can only be entered as a fixed value. User Feedback By using custom calculation columns/rows, we can add calculation results such as monthly averages to reports, so we use this feature in many reports. However,…
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Forecaster Data Collection fails during initialization
Hi everyone, I'm currently testing Anaplan Forecaster, but I'm unable to initialize the Data Collection. It immediately fails with a generic "Failed" status and no detailed error message. My history module contains: A unique Forecast ID (Item ID) Native Time dimension (Month) A numeric Quantity line item with historical…
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9.2.5 Activity: Add Formulas to Price Growth Rates Staging Module
This is the error message i get: Format of mapping used for lookup doesn't match any dimension of the source I am new to anaplan so i am learning whilst also trying fix errors. This the formula i enter 'REV04 Price Growth Rates'.Unit Cost %[LOOKUP: 'SYS04 Location Details'.Country, LOOKUP: 'SYS06 Product Details'.Product…
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Simple but useful UX wins in 2026
Author: Manoj Upadhyay is a Certified Master Anaplanner and Anaplan Lead Consultant at Relanto. Hello Community! The true advantage for our end users is frictionless planning. When the UX is intuitive, users spend less time on figuring out the tool and more time driving business value. These enhancements are about creating…
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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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FCR Feature Enhancement: Support Captions in the Open Period Configuration
Current Behavior In the Open Period Configuration screen, both member names and captions are displayed in the member selection dialog when selecting Scenario and Date members. However, once the selection is completed and the member selection dialog is closed, only the member names are displayed on the main configuration…
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FCR - Folder Security Report
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: Ability to list of all the various roles' security on each folder in our explorer file system. A report with the information for…
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Add commas and rounding control to page auto sums
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: Right now, when someone highlights a column with values on a page, the values don't show commas and don't round decimals. How often…
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CloudWorks to expose ignored values
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: CloudWorks does not currently show if there have been "ignored" values in the process. This causes: Data has been dropped. Totals may…
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I have created this formula to pull in stock exception count dimensioned by country and Prod Family
is this right ?
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Level 2 Model Building Course Sprint 3 Exam
Hi all, I've been enjoying the model building training thus far, but I've run into a problem on the Level 2 Model Building Sprint 3 Exam. The question is asking for the formula for the Beginning Inventory line item. I've followed the instructions for creating the formula exactly and my Beginning Inventory values match the…
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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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Polaris Modeling and Optimization Challenge recap — event recording available!
We recently hosted a Community Q&A Challenge inviting members to test their skills in Polaris modeling and optimization. Our internal experts developed a series of challenges, featuring a module rebuild alongside optimization challenges focused on the optimization of high calculation effort and high calculation complexity.…
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What are limitations on UX 'Drill down', up to what level of hierarchy drill down works?
Can we find somewhere documentation about UX drill down feature? UX is sometime showing underlying data upto 5 levels in hierarchy but doesn't work 6 or 7. Appreciate any pointers on limitations on this feature. Business wants to know up to what levels in reports they can analyze underlying data.
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Techniques for Anaplan model optimization (performance + sizing)
Author: Bhanu Chalotra is a Certified Master Anaplanner working with Anaplan community and designing different solutions around FP&A, headcount planning, and ICM. Anaplan is not just about how a model is built — it’s also about how efficiently it runs. This article shares proven optimization techniques to improve model…
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Links no longer opening in a new web browser tab
Hi all, I have some links to external websites in my dashboards. They used to open in a new broswer tab but recently when I open them, they just open in the same tab and I lose my Anaplan dashboard and have to keep clicking back to get back to Anaplan. Is this a setting change and can I still get them to open in a new…
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Enhancement to existing Bulk API for Import Metadata
There is an existing bulk API endpoint that allows workspace admins to retrieve the full list of Import actions from a given model. This endpoint is in the format: https://api.anaplan.com/2/0/models/{{mdlID}}/imports/ where {{mdlID}} is the model GUID. This returns a JSON response, which contains an object called "imports"…
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AXL continues to refresh even if one of the connections is unavailable
As soon as a connection is invalid (user has no access, model is offline, model is refreshing…), none of the connection are available. AXL is not refreshing at all. The idea would be that if a connection is not refreshing, it does not stop the refresh of the other connections. Connection 1 : Active Connection 2 : Inactive…
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Expose cross-model import dependency metadata via API to enable automated integration mapping
Problem / Context Within a single Anaplan model, Hyperblock technology tracks dependencies between line items automatically. No equivalent capability exists for tracking dependencies between models - specifically, for the data imports that move data from one model (or external source) into another, or even imports within a…
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UX: Cell Based Commenting
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: Cell based commenting needs to be a priority in Anaplan UX. This experience should be similar to excel/google sheets where you can…
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Default User License change
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 would like to be able to amend the default user license as when creating a new user from a model the system automatically assigns…
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Improved reporting from User Admin
I need to produce user security/access reports for audit and CBN purposes, but this requires a lot of manual manipulation and cross referencing of data from Anaplan. I can extract a user list which shows what access the users have but does not show if they are enabled or not. There is also no overall report available to…
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Level 1 Model Exam Activity 5
In Activity 5 of the model building exam, it asks to adjust formulas for EMP02 Employee Expenses module for the Bonus, Car Costs, and medical expenses to reference driver data in EMP03 Employee Drivers by Role module. I have no idea what that means, can you help me?