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Anaplan Polaris – Applying Formula Guards to Optimize Calculations
This article is part of a series on Polaris best practices. Click here for more Community content or visit Anapedia for detailed technical guidance. This is a deeper dive on the concept outlined in the Anaplan Polaris – Understanding Blueprint Insights and Optimizing for Populated Space article. A “guard” refers to an IF…
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Rolling forecast
Hi , I have a requirement for my stakeholder to have a medium term forecast (by month for the next 6 months) and a more detailed rolling 15-week sales forecast by day which will then feed into the wider Supply Chain planning processes over time. This needs to be updated by the Sales representants for consolidation by the…
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Badge for 2025 Professional Model Builder recertification
I have completed the 2025 Professional Model Builder recertification, however there does not seem to be a badge to reflect this. Please could you advise.
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2025 Professional Solution Architect Error in page
Hi Friends, When trying to take Professional solution architect exam,seeing below error.Is anyone facing same issue?I already reached out to academy,waiting for their reply. Thanks, Mahesh
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Synchronize Export Action based on UI Context Selector
Often times when we publish explicit Export Action as Button in dashboard, either we could configure as Full export (Tabular single or Multiple) or we will need to provide boolean check box, to identify which context they are trying to export How often is this impacting your users? Frequent impact to Users while we create…
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Is there a workaround for Select function
Hi Anaplanners, I have a build where I want to capture for a missing mapping for those 2 input line item. This module is dimensioned by a chart of account list and it is not a hierarchy list but a flat list set up as a hierarchy. I would like to capture if there is any missing mapping for all the list item that rolls up to…
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Is it possible to Sync a Context Selector to a Field Car Line Item?
I have a grid dimensioned by country and Brand (No time). Country is visible in the grid, while Brand appears on the top right as a page selector - as the user wants to see values by country, one brand at a time. The question is: Is there a way to have a field above said grid. Formatted as brand, so that the user instead…
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how to pull Date from the required Date
Hello team. It is very difficult to explain in words what I want to do, but I will try. everything should be clear in the screenshot. I have a LI: days shift - the number of days for which the data will be shifted. I have a date - just START() and date days shift after - the date on which the data will be shifted. In the…
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How I Built It: Number format converter (thousands and millions)
Hello Anaplanner Community! I’m excited to participate in another ‘How I Built It’ video with a Number Format Converter (thousands and millions) tutorial. This video walks you through how to dynamically update UX grid number formats on all tables and charts. This enables users to have different number formats enabled for…
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Line Item Name change
Hi All, I have created a mechanism by which Line Item name can be changed using a Process/Import. It works perfectly fine in Standard mode. But, in deployed mode it shows an error " Deployed mode is enabled and you cannot change the structural data of this model. Change to standard mode if a structural change is required."…
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CA Certificate Quick Start Guide using Sectigo
Creating an Anaplan CA Certificate using the Sectigo Personal Email Security (S/MIME) certificate involves several steps. Here's a quick start guide to help you through the process: Step #1: Purchase the Sectigo Personal Email Security (S/MIME) certificate from Sectigo's website. You can find it here. The cost is $15 for a…
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Actuals and Forecast input in same module
Hi community, I am going through something as below. I have a module inp01 which I want to use for end user input for forecast. In the same modules I have actuals periods and forecast periods. Users want to see actuals when entering forecast. This means I need to pull actual from a module dat01 into this input module and…
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Have multiple models in a single UX page. How do I segregate line items?
Hi all, I have a UX page which has multiple models as shown here - these are the models associated with the UX page. Now, I have a line item in Prod_1 where it shows a status message for whether an action is run or not. Now, the problem arises when the user changes the model to Prod_2 - then the line item shows a…
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Chart Customization: Conditional Formatting for Chart
Hello Community, I'm wondering if there is a way or workaround to apply conditional formatting on chart text/numbers. Example: Red color font for negative numbers would looks more clearer to end user when it comes to chart (combination, line, column). Any ideas would be much appreciated! Thanks!
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How to Retrieve the List of Apps and Pages Using Anaplan API
I have successfully obtained the authentication token and retrieved the list of models using the API. However, I am unsure how to retrieve the list of apps and pages within a specific model. Could you please provide guidance on how to achieve this?
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Ability to add users to Anaplan that don't have a valid/usable email address
Description: Need to be able to add users to Anaplan that don't have a valid/usable email address. Such accounts are usually created to run jobs from source to target solutions. In this case, we want to create a System Account and use the System Account to kick-off the Anaplan Connect jobs. The System Account does not have…
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Creating and distributing formatting themes in Anaplan XL Reporting (AXL)
Creating formatting themes in Anaplan XL Reporting (AXL) ensures your Grid Reports look professional, are easy to read, and match your organization’s brand standards. These tailored formats help you create visual consistency across teams and over reporting cycles.This guide covers two approaches for creating and…
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Worksheet: Pivot to keep original selection
You can only pivot on an Custom view. However you make the selection of the line items that you want the end user to see. As there might be calculation items, formatting or headers. However when the end user pivots all items come available that make no sense to the end user. Would like to keep the original selection or…
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3 Improvements for Comments in the New UX
Hi, I'm missing 3 basic capabilities on the current comments' fucntionality to be able to use it for my clients: 1- Comments are not flagged to end user 2- Not recorded in full context (in all dimensions I'm looking at) 3-No option to publish or export from Anaplan This custom fucntionality I built allows me to overcome…
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How to dedupe txn assignments on owners that appears in multiple assignment columns?
Hi all, I have a module, which is dimensioned by Txn, and within this module, I have a few columns where I can assign owners. Txn Assignment Module: Parent Account Name Oppy ID TXN Name SOL Terr SOL Terr 2 SOL Terr 3 BMO 111 1 Loner's Territory BMO 111 2 Loner's Territory BMO 112 3 Loner's Territory I want to create a…
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Dependent Context Selectors
Add the ability to filter context selectors based on a selection in another context selector (like in already existing dependent drop-downs)
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Dynamic Workflow Design
Hey builders! I'm tasked with designing an approval process through Workflow and doing this for the first time. This is a CapEx Request approval flow in which CapEx Projects roll up to Profit Centers. Approvers are assigned at the Profit Center level and go through several sequential stages of approvals. Below is my 2 step…
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How to Enable Multi-Selection on Page Selectors for Role-Based Access in Anaplan?
Hi Anaplan Community, I'm currently working on setting up role-based access controls in one of our models, and I’m looking to enable multi-selection on a page selector (e.g., for cost centers or functions etc.) so that users assigned to a role can select and view multiple items simultaneously. Here’s the specific scenario:…
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Input Values using UX Format
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: When using the new UX functionality that allows us to alter the number formatting display for different list items - e.g. the line…
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Saving any data against parent members in a flat hierarchy or derive their levels.
Hi, As part of our use case, we need to publish org charts. After careful consideration, a flat hierarchy works best (not as per best practices, I understand), but when it comes to publishing KPIs on Pages, it seems almost impossible to calculate something at parent level. e.g. Here is the list. It's a flat Hierarchy How…
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Compare/Sync new module that is working properly from Dev to PROD model _no amounts in PROD
I have created a Module "report" in DEV and it is working properly there, then I used Compare/Synce to bring into PROD, but for some reason it is not working properly in PROD. I have not amounts in PROD. I did check for any missing constants. Can anyone help with this issue or any advise?
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Restore revision Tag
In ALM, revision tags aims to represent a certain version of a Model, it would be convenient to be able to restore them.
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Set text encoding format for anaplan connect script upload
Hi, I would like to specify in an Anaplan Connect script that UTF-8 text encoding should be used for the file I am uploading. Does anyone know the command for this, or another way to make this happen? Thanks!
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Setup your ADO Demo using an AWS S3 Connection
Author: Noel Rocher, Partner Success Manager at Anaplan The problem statement "I would like to Demo the ADO S3 Connector with a CSV file hosted on AWS S3 as an ADO Data Source." The solution Use a free AWS Account to host the example CSV file. Steps to take We will walk through how to setup an AWS environment using a free…
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Performace of using LOOKUP and SUM in the same formula
I've heard many times not to use LOOKUP and SUM in the same formula because it negatively impacts performace. However, I'm looking at the "calculation effort" cell and it doesn't appear to be negatively impacting performance much at all. I have the option of using some if statements instead of the SUM formula in my…