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Multiple Roles to a single User
Hi, of what I know, it's not yet possible in Anaplan to set multiple Roles to a single User within a model. This would be a very useful enhancement, since it's very often asked from customers. User A —> Role 1 User B —> Role 2 User C —> Role 1 and Role 2 In this moment the workaround is to create a different Role for User…
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Completed Anaplan L1 & L2 Model Building – Seeking Opportunities
Hi Anaplan Community, I’m excited to share that I’ve successfully completed both the Level 1 and Level 2 Model Building certifications in Anaplan. Throughout this journey, I’ve gained hands-on experience in model building, problem-solving, and applying Anaplan best practices. I’m now actively looking for opportunities to…
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The power of the ‘No’ version approach in Anaplan
Author: Hanwen Chen is a Certified Master Anaplanner and Professional Services Sr. Manager at Anaplan. Over the years, working closely with Anaplan customers across industries, I've been called in to diagnose and fix struggling models — often in crisis mode. Time and again, one particular design pattern surfaces as a major…
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Assistance Required for Understanding User License Roles at Tenant Level - Anaplan
Team - As per my understanding, user roles should work as described in the table below, but it is not working as expected. Our expectation is to assign users to a read-only role to restrict their access to a specific model, instead of creating user roles within the model. Any insights would be greatly appreciated. Thank…
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BooleanがTrueである最終日を取得したい
ディメンション：日付、生産ライン ラインアイテム：Boolean 上記モジュールにおいてBooleanラインアイテムがTrueとなっている最終日付を取得する方法を教えてください
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Re-order context selectors on newUX card
Hi - we need the ability to reorder context selectors on a newUX card. Right now, the functionality only exists for global context selectors (i.e. at the top of the page), but we need this for the individual cards too.
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I want an understanding of time offset for text value
I am trying to create a module where I need to add a text value in IST and the same will populate in PST and GMT timing. I have created a module with DAY time dimension and with a list defining 00:00 hours to 23:00 hours and added 3 line items (IST, PST and GMT) Now I have added a formula in GMT IF ISNOTBLANK(IST) THEN…
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Identify Decimal Records
Hey Team, I have a small doubt. User has entered some records in a module out of which some of them are decimal records like 1.5 or 2.5 and some are 1 or 2. Here I need to identify those records which have decimal in them? Also, I was thinking it to make 1.5 as 1, 2.5 as 2 and leave 1 and 2 as it is since it is not…
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Filter a list by a selector
I have a page that has a list of sellers and a list of accounts. The list of accounts module has a line item of the seller. Is there a way to set up a filter with the accounts card to filter out accounts when I select a specific seller?
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UX page 2.3.13.2
I need help on two things- Unable to add account selector on the top context selectors. Unable to change the line chart to show baseline and initial demand. Do you see any other issue? Thanks for your time and help. Happy Learning!
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From clutter to clarity: Mastering documentation in Anaplan
Author: Madison Matous is a Certified Master Anaplanner and Solution Architect at Akili Inc. Though not always the most glamorous task, documentation is critical to overall project success. It serves as a standardized reference for both the development team and end users. Successful adoption of a new Anaplan model is…
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Best practices for technical documentation of a model
Author: Arun Thakar, Certified Master Anaplanner and Vice President in the banking industry. As go-live approaches and admin and end user training gears up, the question of ‘how do we document the model?’ might be front and center in your daily standups. Fear not! This article will cover some of the best practices on…
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Will the Master Anaplanner Certification Requirements Change due to update on July 8th 2025?
Hi, I recently got an email about the certification process changing. However I didn't get much information about what was changing. Is there a community article about this? Will the Master Anaplanner Certification process change? Thanks
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June 2025 platform releases and what’s next
Check out the latest Anaplan feature updates and enhancements in our June 2025 official release notes. The information below offers supplemental information to that post. Security and administration New 'Application Owner' security role Tenant administrations can assign the Application Owner role to users in their tenant.…
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How have you from-scratch built lot-level, geo-based Inventory Consumption?
We’re working on modeling inventory consumption at the lot level, accounting for shelf life considerations, since we need visibility into which lots may not consume—both for risk reporting and E&O analysis. Each item may have customers with different shelf life requirements. For example, item A may need 270 days for some…
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Allow user to choose time format on exports
When exporting, different scenarios will give you a different format for time. This would be an option within the Export dialog, similar to how you select the date format when importing a file. Specifically, exporting with two dimensions on columns will give you the date format MMM YY. This can cause issues in other…
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Creating more flexible export definitions in Anaplan
Anaplan exports, unlike imports, have no link to a saved view. However, there are ways to create Export actions that have more flexibility for future maintenance. After creating your view layout (using the view optimization best practices outlined in the Anaplan Polaris – View Optimization for Imports and Exports article)…
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Assistance Needed for Exporting Line Item Codes in Polaris Models
I am reaching out to seek your assistance with a specific requirement we have encountered in our Anaplan implementation. We need to export line item codes instead of just the line item names from a Polaris model to integrate with an external system. However, we are facing challenges due to the current limitations and…
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Connected Planning with Salesforce x Anaplan
Author: Miki Sato is a Product Manager, Product Management Team (Data Management) at Anaplan. If your Salesforce data isn't driving real-time planning decisions, you're missing a critical link. This blog shows how connecting Salesforce and Anaplan — via no-code tools, embedded dashboards, or APIs — helps you turn frontline…
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Add user via integration (Cloudworks)
I’m currently setting up a logic where the customer can create users, assign model roles, and set selective access via integration. Everything worked well up until we started running the integration. At that point, the integration fails whenever there are new users in the file. It seems like the CloudWorks integration…
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Level 3 6.3 Check You Build User Story 1.5
Hi all I can't seem to figure out why my numbers are way off to the screenshot provided by the check your build. I am using TAR01 Sales Targets to calculate the LIs in TAR01 Detailed Sales Targets. My Q1 FY20 is showing as 537,295; however, other users have said it should be 537,863. I think this could be the issue. How…
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Text input on total level
Dears, We would like you to enable text input on text summaries. Could you please consider adding “text input” button for text type summary method? This will help a lot for better navigation, for example when commenting data on total level like P&L total figures.
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Did you know? Boolean read write
Author: Stacey Gibbens is a Certified Master Anaplanner and Solution Architect, Financial Planning & Analysis at Globe Life. Hello, Anaplan people! Today, I would like to share with you a solution to a model-building question that pops up on Community from time-to-time: controlling the behavior of user-facing Booleans so…
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Two approaches to ragged hierarchy
Author: Taichi Amaya, Certified Master Anaplanner, and Financial Planning and Analysis Specialist at Pasona Group, Inc. In Anaplan, we consider it a significant feature that lists are hierarchical. Hierarchical structure allows for smooth and meaningful connections from the parts to the whole and gives flexibility to the…
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Ability to Generate Management Reports based on a Hierarchy Chart
We currently have a requirement, working with a very large Bank on their Workforce planning use-case to view their Organisational Hierarchy in a Current and Proposed state. The UX view of the Hierarchy Chart works well, even with very large volumes of data. There is also a requirement to have a Management Report that…
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Avoid the roll back every time the formula is wrong
Every time we create a wrong formula the system runs a roll back that takes about 8 minutes!! We would like to avoid this roll back... it takes so much time during the development phase! They could just send a warning message!
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Request for Workflow Design: End-User Report Finalization & Stakeholder Notification with Version Co
Hi everyone, I'm looking to design a workflow and would appreciate your input or guidance on how to set this up effectively in Anaplan. So, the goal is: Once end users complete their data input, they should be able to trigger a process that: Notifies stakeholders via email with a link to a report. The report includes: A…
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Enhance ALM to pick and choose objects to sync with production
Description of the enhancement required: Enhance ALM to pick and choose objects to sync with production An example of the enhancement: Currently, we are not able to move only few selected changes from development to production. The model sync will move all changes as on a revision tag. Requesting development team to…
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Workflow Notifications
I created a workflow with 3 task steps. I'm getting 5 email notifications. One for each task step and a start workflow and end workflow notification. Is there a way to suppress/control which email notification that can be triggered? Only email notification I really want generated is when the task is assigned (last task…
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Ability to suppress workflow step notification
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: If you have a workflow with 3 machine tasks. You will get 5 email notifications. One for each task step and a start workflow and end…