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Integrate NetSuite Consolidated Balance Sheet
I'm trying to set up an integration to get our consolidated balance sheet ending balances from NetSuite into Anaplan. Initially I was able to load transaction data using a saved search, which works for our income statement, but for the balance sheet it doesn't allow me to get the right values for foreign accounts that have…
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Workspace Login Issue
Hi Everyone, I need help with Workspace Access. I am accepted in Talent Builder Program. I have received email stating that I have been added to 'Talent Builder ###' workspace. Unfortunately, I am unable to access it. When I try to log in, I get following message 'The email and password combination is incorrect. After 5…
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Make Workflow Draft Templates saveable
We set up our Workflow Environment. Some of our builds are not done or not deployed yet. I cannot prepare a Workflow as DRAFT and save it if the actions does not exist in the productive environment. i want to create placeholder actions in it - but workflow prevents me to save unfinished steps. What is the purpose of a…
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12.4.6 Activity: Create Saved Views for Employee Expenses
For this activity for the task of Create Grid UX Saved View The guide shoes for no filter for the sample screenshot the filter for year has been applied.
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Assistance with 7.2.3 Employee Details Upload
Hi I was having trouble with the mapping and played around the system to attempt to figure it out but now I'm totally lost. When I tried uploading I get this mapping page, can someone provide me with directions on how to course correct?
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Slicer Display
When you create a slicer, the displayed characteristic defaults to Caption with no way to change it. Our user community is accustomed to using Name for slicers so this has been a tough adjustment. As for now, we've been connecting an XL3 formula to the slicer output to give us the relevant information and just changing…
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REP02 Size Margin Report Module in Lesson 8 Activity 8.8.3
Hello everyone, I am going through the L1 model builder course, and I am stuck at the activity 8.8.3 "Add Size Margin Report Module". I think I am doing the right things, but in certain combinations, I don't see values in my module. I am attaching all of the screenshots in this docx file. In fact, after creating this…
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Cloudworks Status "Auto_Deactivated"
Have noticed that in the last couple of days a couple of Cloudworks integrations have got a status of "Auto_Deactivated". Couldn't find anything in Anapedia and wondered if anyone knew what this was about? Seems to be something about the schedule as deleted the existing one, added it back and is now running fine but is…
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REP02 SIZE MARGIN REPORT VALUES NOT APPEARING
Hello Everyone, The values for 'Revenue and Cost of sales' are not appearing in the REP02 Size Margin Report Module. Please find attached screenshots for your reference. Please help me.
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UX: Format numbers in charts
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: It would be great if we could format numbers (e.g. %, $, decimal places) within the charts card configuration. This is available in…
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Anaplan Polaris — The power of SUMs
This article is part of a series on Polaris best practices. Click here for more Community content or visit Anapedia for detailed technical guidance. The Polaris engine was built specifically to unlock the ability to build at natural dimensionality, which in many cases results in very high cell counts. One of the fastest…
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Add Versions as a native option for a line item/property format.
Description of the enhancement required: Version as a format An example of the enhancement: When uploading a planning file (budget, Q1 forecast, Q2 forecast) from excel, a number of identifiers for my transactions are uploaded as text and later on in the transactions module turned into line items based on a list so I can…
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Make Integration admin role available for visitors & partners
It's currently not possible to assign an integration admin role to visitors and respectively also not to Anaplan Partners. This makes it a challenge when helping customers with Cloudworks or when just setting up a scheduled model-to-model import. It requires always someone at the customer capable to set-up the connections.…
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Access to workspace as an independent learner
I am struggling to find access to workspace as an independent learner, any advice?
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Scheduled Cloudworks integrations that fail Should have RE-ACTIVATE option
Scheduled Cloudworks integration that fail move to AUTO_DEACTIVATED status. When this happens there's no other option that re-creating the integration from scratch, which results in unnecessary work. Depending on the user, this could have a wider application impact while the Admin integration will need to re-create the…
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Getting to Know You
Welcome to the learning cohort! We're so excited to have you here! As it's day 1 and there are a LOT of us, let's take a moment to get to know one another. The assignment is simple: Tell us about you. Who are you? Do you have a photo? Where do you live? What do you like? Are you in school? Do you have any pets? Can we see…
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Level 2 Sprint 2 Exam
I passed my Level 2 Sprint 2 exam but I got 2 questions wrong that I really would like to know why I got them wrong. I went back and looked at the videos and articles suggested but I still got the questions wrong. Who do I go to in order to get clarification?
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Talent Builder Graduate Mini Resume - Sarthak Kajle
Name: Sarthak Kajle Location: Navi Mumbai, Maharashtra, India Certification: Anaplan Certified Model Builder (Level 1 & Level 2) Educational Background: MMS (Finance) BAF (Accounting & Finance) Profile Summary: Business Analyst with 4 years of experience in financial reporting and analytics using SQL, Tableau, and Excel.…
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May 2026 platform releases and what’s next
Check out the latest Anaplan feature updates and enhancements in our May 2026 official release notes. There you'll find information on: User Experience New chart palette and grid theme Hierarchy chart filter Polaris Optimizer Use current solution option Security and tenant administration Enhancements to new user activation…
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CloudWorks—This is how we use it, Part 4: Using CloudWorks APIs with AWS Lambda
In Part 3, we described the procedure for using CloudWorks APIs. But the main question would be, how can we use them? Indeed, we can find that having a dedicated screen in Anaplan itself is already a major step forward. And it surely addresses most of the future needs. Nevertheless, in our strive to open our platform as…
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From access control to governance: Turning UAM into a strategic platform
Author: Artem Shchaulov is a Senior Anaplan Consultant and Certified Master Anaplanner with 8+ years' experience implementing global EPM solutions. In the first two articles, we covered why access management breaks at enterprise scale and how to build a User Access Management (UAM) model that reliably assigns permissions…
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Loss of Functionality in UX
The newest UX update took away the ability to toggle straight to "Open this in another tab" out of the left window menu. I used to be able to right click "Journals" for example and choose open in another tab and that is now gone. I'm hoping that there is a plan to restore this functionality.
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【2026年5月】プラットフォームアップデート
User Experienceの機能強化 ・新しいチャート パレットとグリッド テーマ階層チャート フィルター Polarisにおける集計関数の追加 ・新たに4つの集計関数を追加 Optimizerの機能追加 ・Use current solution オプション Forecaster ・新機能パネル ・ユーザー フィードバック コレクター 一括削除 ・Anaplan への未加工の係数とインターセプトの送信 ・バックテスト データ書き込みスイッチ セキュリティとテナント管理 ・新規ユーザー アクティベーション メールの強化
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Polaris Modeling and Optimization — Community Q&A Challenge
Think you’ve mastered the Polaris calculation engine? It's time to put your skills to the test! For our next Community Challenge, we're moving into hands-on problem-solving. We have put together several real-world modeling and optimization problems that will require you to apply your Anaplan expertise. This is your chance…
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Anaplan Level 3 Segment Module Value doesn't tie to Anaplan Official Training segment Module Values.
here in my Segment module my values don't match with the training modules, my TAR02 looks good though, Can anyone help me review and tell me what am i missing
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February 2026 platform releases and what’s next
Check out the latest Anaplan feature updates and enhancements in our February 2026 official release notes. There you'll find information on: User Experience Board Insights Panel Management Reporting on mobile Custom action buttons on mobile Modeling experience Four digit calendar Forecaster Holiday calendars UX pages…
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Anaplan ADO and Google Cloud Integration
Hi Anaplaners, I have a question related to Integrating Anaplan to Google cloud(GCP) through ADO. Currently we can integrate GCP and ADO via a GCP service account with JSON key authentication which is a static authentication method (Fixed JSON key file), Here in-seated of static authentication, can we use another dynamic…
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Report Book Index
The created XLSX file contains an index of template report names that quick link to the related report tab. Since templates may be used to create multiple different reports based on passthrough parameters, I believe it makes more sense for the index to reference the Description given in the report book rather than the Name.
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Macroeconomic Variables
Hello Community, Is there a way to source into Anaplan for modeling purposes forecasted/consensus macroeconomic variables such as GDP, benchmark rates (Fed Funds, SOFR), Unemployment, etc? Thanks! Daniel
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When will this "Coming Soon!" functionality be coming?
Greetings, Product Management People! This support article from nearly a year ago alluded to Dynamic Bulk Copy coming soon! https://product.anaplan.com/supercharge-your-model-building-efficiency-with-anaplans-upcoming-modeling-features-53955fd1-9330-4aaa-b145-484ad733afc3 The screenshot shows the option to select the…