Recent Discussions

Hello everyone, I recently joined the pre-sales team at one of Anaplan's partners. I am looking for downloadable UX page or dashboard templates that adhere to Anaplan's best practices, including pre-built layouts for FP&A and Supply Chain that we can leverage or install in our workspace as a reference. Thanks . Lilia

Are you a Talent Builder Graduate (Professional Model Builder) looking for a job? Please copy and paste the mini resume template below, fill in your details, and share your completed post as a New Discussion in Talent Builder Career Hub. In the subject line: Use Talent Builder Graduate Mini Resume - Full Name and add it in…

I’m having trouble recovering access to my Anaplan workspace account. Could you please help me?

I should not be able to delete any line item that is part of a saved view or used in an action within connected models. With the growing number of interconnected models and imports, any deletion, movement, or renaming of line items can break imports and disrupt connections between models. This safeguard is essential as a…

when multiple users open a sharepoint file, sharepoint has avatars at the top right showing: who's in the file/location where in the file they are and whether they are making changes, or just have it open it looks something like this: anaplan should also have this function. when multiple model builders are working thru the…

Hi, i 'm new and i can't know the order of the courses for the Level 1 course.

Author: Werner Priels is Product Manager at Anaplan, focusing on Financial Consolidation. Mapping source data to the right targets is the backbone of a successful consolidation process. While traditional many-to-one mapping gets the job done, complex real-world data at times used to require workarounds, manual…

I'm currently experiencing an issue with a new Alteryx to Anaplan connector. I've setup the import and mapping process similar to how we map for Anaplan Connect. I create the imports manually, map the file as "Admins Only" and then add it to a process. On the Alteryx side I reference the process name as a part of the…

Author: Andre Lie is a Certified Master Anaplanner and Manager at Alpha Alternatives. In this ‘How I Built It’ video, I demonstrate an end-to-end bidirectional integration between Anaplan Data Orchestrator (ADO) and Snowflake. The integration highlights how ADO acts as a centralized orchestration layer that manages and…

Does anyone also get this error when opening the Forms in Anaplan FCR? I am downloading Investment Registry from the app but I cannot open it in Anaplan XL. How did you fix this issue?

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 for my end users to be able to look at a management report and edit text directly on the report without going into…

It would be great to be able to see which pages are most utilized by our users. This would allow us to be more strategic with future page building, while also allowing us to remove pages that are no longer being used, thereby reducing clutter for end users when navigating between pages. Having the ability to view these…

Hi, I'm unable to add in the 5% into the REV04 Price Growth Rates, so that it feeds into REV05, first snip is me, this is how it's meant to look …. REV04 must be wrong, but I can't figure out why i can't add in the figures in. thanks

I am fairly new to Anaplan reporting, I might not yet know of a workaround, For various reports we might want to plot different measures with different scales. For instance the evolution of a population having a car and a percentage of said population. I would imagine a column graph for the population, and a line for the…

Author: Nizar Cherkaoui is a Certified Master Anaplanner and EPM Manager and Solution Architect at VISEO. In this How I Built It video, I demonstrate how to design period-driven variance reporting in Anaplan when comparison logic is unknown upfront and flexibility is required. Instead of embedding period choices directly…

Hi, is there in Anaplan the possibility to retrieve current time (date and time)? I know that now this is possibile only via integrations, but I will need to know if there is a native function.

User Experienceの機能強化 ・リアルタイムでのチャート作成 Workflowの機能強化 ・ワークフロービルダーの「元に戻す／やり直し」 ・一括送信および承認 ・意思決定タスクのフィードバック CoModelerの機能強化 ・機能拡張 Optimizerの機能追加 ・ワークフローとの統合 ・実行時間の延長 Forecasterの機能強化 ・新しい統計手法の導入 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

As an mobile builder and as an end-user I want to expand and collapse hierarchy rollups and line item summaries So that I can more easily consume grid data.

Hello Anaplanners, I'm looking for advice on the best modeling approach for a DCA use case. Scenario I have an input module called "CC-Account Activation". It is dimensioned by: Cost Center (CC) Account Users can select an Activate? boolean to indicate that a Cost Center / Account combination should be activated. I have a…

Hi, As mentioned on our ticket CS0045337, workflows don't work accordingly the beaviour. If the creator of a workflow quite the company and the workflow is parametred to work with the trigger permission — we always disable the option "Run with origin user" — it has to work, such as cloudworks work. The change of ownership…

Check out the latest Anaplan feature updates and enhancements in our June 2026 official release notes. There you'll find information on: User Experience On-the-fly chart creation CoModeler Optimizer Integration with Workflow Extended runtime Forecaster Workflow Workflow builder undo and redo Batch submission and approvals…

How I got a subtotal to subtract one of its children — and still roll up correctly to the total — without touching the parent. The problem I had a P&L subtotal — I'll call it Net Other Income & Expense — in a standard list hierarchy. By default, Anaplan sums the children into the parent: Net Other Income & Expense ├──…

Hi, I want to reset the index of a list using API, not sure how to go about it. I am very new to APIs, I went through Anaplan API docs, however, if someone can help me with the step by step process, or any resources it will be very much appreciated. Thanks

Hi, I am stuck in trying to get the output of the below: After following the instructions my output is as below. From Jan 25 onwards my fields are empty whilst the desired output above is filled: This if the file i am uploading with both Actual and Budget, however when i upload it does not seem to be uploading the Budget.…

Hello Anaplan experts, I have created a workflow template with several group tasks. I have assigned these task to several users. Question: am I understanding correct that a group task is considered complete only when all users have completed it? I have tested and found out that if one user has completed a group task but…

Our report books are currently being run in a workflow. The only available outputs of report books are excel, however, we present to management in PDF format. This creates a lot of manual lift as each report book has to be exported (or emailed) and converted to PDF before sending to the end user and we have upwards of 32…

Hello, I'm submitting a question, or an enhancement request if this doesn't already exist. In Anaplan FCR, the Workflow module currently supports two separate task types: creating files via an export task, and sending emails to non-Anaplan users. My request, which would be very valuable for day-to-day FP&A use, is the…

Author: Junqi Xue is a Certified Master Anaplanner and consultant at valantic. When working across multiple models in ALM, it's common to encounter structural changes and revision tags that track updates. These revision tags are critical for synchronizing changes between production and development environments. Not all…

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: Due to internal audit politics we need to increase the time limit to keep more data in the Process Status report. Unfortunately…

When configuring an action task, such as a ToDo task, users can enter freeform text and specify the text color in the Info Text and Description fields. We understand that this feature is intended to allow users to change the text color. However, when the workflow is executed, all text is displayed in black. The situation…