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User Dependent Dropdowns Across Dimensions
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: As a model builder and end user, I want dropdown lists to dynamically filter based on selections in other fields, so that I can…
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Enhancement Request: Enable Case-Insensitive Email Handling or Case Reset Capability in Anaplan User
Currently, Anaplan retains the original email ID case format (uppercase/lowercase) based on how it was first created in the system. Even if a user is deleted and re-created with the same email address in a different case format, Anaplan continues to enforce the originally stored casing. For example: Initial creation:…
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Default Top-Level Selection in NUX (Custom Views)
Requirement: When a user logs into the application and opens the page, all the context/page selectors should default to their respective top-level items. Observation: When we use a Saved View, the behavior works as expected — the page initially loads with all selectors set to top-level. However, when we switch to using…
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Zero suppression in NUX without impacting pivot (Classic Engine)
Requirement: If an entire column contains zero values, the complete column should be hidden dynamically without disturbing the existing pivot structure in the NUX page. Current Challenge: In the current Anaplan NUX setup, applying filters or zero suppression either impacts the pivot layout or does not completely hide…
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Multi-Select Capability in Context Selectors/Filters in NUX
Requirement: Users should have the ability to select multiple items from the context selectors or filters in the NUX page for better flexibility in analysis and reporting. Current Challenge: In the current setup, context selectors typically allow selection of a single item at a time, which limits the user's ability to view…
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Talent Builder Graduate Mini Resume - Andrés Avilés
Name: Andrés Avilés Location: Mexico City, Mexico Certification: Anaplan Professional Model Builder Certification | Anaplan Talent Builder Program | Jun 2026 – Jun 2028 Educational Background: Bachelor’s Degree in Finance, Universidad de Sonora. Business Intelligence Diploma, ITAM. Academic exchange experience at The…
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why is it showing 'X' is not a recognized line item or list member ?
when the 'X' line item was previously there in a formula of a summary line-item and was running fine, but while updating it showing not recognized? what's the issue??
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Retrieving Anaplan’s Optimizer logs step-by-step
Community manager note: This post and/or comments below reference a workaround for getting API details from your browser window. Anaplan will be retiring the https://us1a.app.anaplan.com/2/0 legacy API on July 31, 2026, to enhance platform security and performance. API requests sent to this URL after July 31st will receive…
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Setting the Top Level as Default Page Selector
Summary: In this short lesson, model builders learn how to change the default page selector to the top level of a list. This course will take about 5 minutes to complete. Click to launch course!
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Certificate expired
We didnt rotate certificate and now we cannot login , what the approach we need to take to rotate ce
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Remove Users at Tenant Level
Removed a user from the workspace; however, the same user is still visible at the tenant level. We would appreciate your support to remove unwanted users permanently from the tenant. Anaplan Support team Suggested by "I understand that you would like to know whether disabled users can be permanently removed at the tenant…
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FCR: Questions Regarding the Behavior of Initialize Ownership in V2605
Background In the Manage Ownership screen, we understand that records can be created automatically by clicking the Initialize Ownership button. Our understanding is that records should be created only for entities whose parent member has Group set as its Entity Type, which is one of the properties configured for Entity.…
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Moving this post to Application ideas
Moving this post to Application ideas
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Moving this post to Application ideas
Moving this post to Application ideas
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Moving this post to Application ideas
Moving this post to Application ideas
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IS Summary
Hi All, I just wanted to understand the importance of Is summary in Anaplan. I have a module created with Is Summary switched on for a line item in my module which is preventing that line item from coming in the export view taken out by omitting summary items. When I remove the checkbox from is summary for that line item I…
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FCR Feature Enhancement: Support Captions for Model, Dimension Names
Current Behavior Currently, captions can be assigned to members within dimensions. However, captions cannot be assigned to: Model names Dimension names Enhancement Request We would like to request the ability to define captions for model names, dimension names, similar to the existing caption functionality available for…
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Top 10 Anaplan Functions Every Model Builder Should Know
Hi, Anaplan functions are the building blocks that help model builders create smarter, faster, and more efficient planning solutions. 1. SUM: Used for aggregating data across dimensions. Example: Summing sales by region, product, or department. 2. LOOKUP Retrieves values from another module using mapping. Useful for…
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how to add Export Qlik Extract into an existing report
Hello guys. Can anybody help me to go through this? I need to add * Export Qlik Extract into an existing report thank you.
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Anaplan Export using JDBC properties files
Hi All I have an issue when trying to execute an insert query using jdbc. # JDBC Connection string (Oracle, Mysql, H2, etc.) jdbc.connect.url=******* # JDBC login username jdbc.username=****** jdbc.password=****** jdbc.fetch.size=10 jdbc.isStoredProcedure=false jdbc.query=Insert into flash_rw (Period) Values (?);…
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Anaplan Platform Practice
May I know how long does the Anaplan Platform access will be provided for Practice ?
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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.