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Level 3 - 12.2 Sprint 1 User Check List
Hello, I wanted to get some clarification on the following: "Can the end user see the cumulative total of Final Account Sales Targets for the whole country and by account segment?" I know by default when you filter on a module the sum would still show the full filtered/unfiltered values. Is the quota above wanting to only…
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Activity 2.3.10 - Calendar mismatch
Hi All, I am having an issue with calendar mismatches on this activity. My FY21 values won't populate: The formula's I think are fine for what I want: However, Baseline and Demand Forecasts are stuck at FY19-FY20. It makes sense the FY21 values are not populating as they are greater than the Time Range. But when I try to…
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A function that identifies all saved views which filters are broken
I would like the function to identify all saved views which filters are broken(error).
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Ability to rename a line item without breaking the import mapping
Description of the enhancement: If a line item which is used as the source of an import is renamed, its mapping is removed and the action must be re-mapped. To re-create: * Setup an import from "LineItemA" in ModuleOne to LineItemB in ModuleTwo. The line items will need manually mapping since they have different names. *…
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Various grid view layouts based on controller selection / Dynamic Select Levels
Hi, I have the following questions. Here's the full hierarchy of the company structure along with the data that aggregates to higher levels. However, I’d like users to have the ability to dynamically manage this view. For example, ZC&C - XYZ might want to see the entire hierarchy expanded, while FBL - ABC would prefer only…
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【2025年7月】プラットフォームアップデート
https://us.v-cdn.net/6037036/uploads/048AAB7C2L40/anaplan-platform-update-july-2025.pdf New UXの機能のアップデート ・外部リンクの設定 ・画像およびフィールドカードの設定 ・グリッドの行・列の固定維持 ワークフロー機能のアップデート ・複数テナント利用時の表示制御 ・ワークフロー設定画面のデザイン変更 モデリング機能のアップデート ・Polaris 計算エンジンの機能追加 セキュリティ機能のアップデート ・IPアドレス許可リストの拡張 ADO機能のアップデート ・Google Cloud Storage（GCS）対応 Anaplan…
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Create an App Button Missing
I am trying to Create an App for L1 Lesson 13.3.1 and the Create an App button is missing on my App home page. I searched in other Community posts and this may be because I don't have Page Builder security access? Would someone please assign me the Page Builder role / security access in the "Elevate (Default)" tenant? I…
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level 1
Hi everyone, I am new beginner on this platform can anyone please advise me how to register for certification for Model builder one
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Level2 Conclusion Sprint: Import Shipping Expenses into OTH01 Module
Hello, I'm struggling with the Import Shipping Expenses into OTH01 Module: apparently the import went fine, I did not get any error, however the figures are not matching the same as in the source module. My Saved view in the source module is the following Then I created a new line item in the OTH01 Non Employee Expenses to…
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New UX Form
I have an action to create a list and it is a form in new UX. I have an option to select the parent however I have to restrict the parent based on a filter (line item). As a user I should only see the ticked parent and not the full list. Is it possible in new UX form that I see the limited parent from the dropdown? Thanks…
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Save a custom palette of colors for use in UX pages
Most companies have brand-specific colors they use for fonts, icons, logos etc. When implementing building pages in Anaplan I attempt to use their colors where possible (and reasonable). UX page builders can currently pick from a set of colors for body text fonts, or even specify the hex value for a specific one (which is…
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Full deletion of historic users in Tenant Admin
Hi, currently within Tenant Admin, this shows all the users who have ever had access to your Workspaces. You can disable them on Tenant, and delete their licence within the main Anaplan platform for your Workspaces, but you can't currently fully delete these users on Tenant (as far as I'm aware!) I would like the ability…
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Do data write actions within a workflow abide by DCA access?
Hi all, I am trying to run a workflow which has a data write action to a boolean that has DCA access enabled. Sometimes the end user should be able to write to it, other times not. I read that if you are a WA then imports will always override DCA controls:…
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Can a module dimension be used to enable Sum, Data entry, and Total (without using Line Items)
Hey guys, I'd like to create a module with multiple line items (in my case, a cash flow statement - snip below), where the module has a dimension that allows: 1) Formula to populate the mapped answer into the 1st member of dimension 2) Data entry in the second member of the dimension (e.g. to manually re-allocate part of…
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Add feature to “Use Account Style Drilling” in AnaplanXL Grids
This feature to display children above the parent when drilling in is available in AnaplanXL freeform but not grids. This would be a useful feature in Grids as well. As a user, I would expect to have same/similar functionality between Grids and Freeform.
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Anyone who has recently completed L1.
There used to be a high level new customer oriented 30 minute training. Is this now included in Level 1?
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How to resolve the import error - New property combination found but name or code already exists?
Hi all, I'm trying to use an import action where I have a unique key in the source (Source is a module in another Anaplan model) This unique key is a concatenation of 6 parameters. I'm getting an error - New property combination found but name or code already exists I've checked the source & there are no duplicates. I've…
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Volumes for DATA02 SKU
Hi team, I have mapped the data SKU.csv as per below screenshot. And under DATA02 sku line items mapped volumes However, only Jan 2019 and Jan 2020 data is visible in the sheet attached jpg, Please guide me with steps to rectify so that volumes are visible under each month.
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Update Months based on Native Version
Hey Anaplanners, is there a way to restrict the months for Native Versions? Right now my switchover period is Jun-25, therefore in my saved view for Actuals Version, I will see data for months less than jun-25 based on my logic. However when I flip the version to Working Forecast, I am able to see all the actuals as well…
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Dynamically Select Users in Anaplan Workflow
How can we implement dynamic approver selection in the workflow, given the following scenario? A manager may oversee multiple regions, and each manager has their own manager’s manager who is responsible for approving changes. When a manager initiates a workflow to edit a region, the approval request should be routed to…
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Anaplan Data Orchestrator - Missing Features
I have been playing around with ADO for weeks, I must say it is a powerful tool. I understand it is evolving but I think these features should be part of ADO when more features are released. When the model object is deleted in the model after the creation of Link in ADO, Link in ADO should get disabled or should break the…
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Design standards for a superior user experience — Part 2: UX page standards
Author: Aaron Overfors is a Certified Master Anaplanner and Principal Architect at Spaulding Ridge. In my first article, we detailed how to create a robust design for the user experience; now comes pulling it all together and building the actual pages! We will examine the concepts and ingredients of a strong page to focus…
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Anaplan XL - write back
Hi, I want to utilize the Anaplan XL - write back for the daily tasks, but I am not sure if my approach is possible (at least I can't think of a way to do it). I have a table in an Excel sheet that contains all the calculations, and the final result is in row 10, for example. Then I create a grid that has the input line…
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New Ux Sync to connect two grids - How to do this?
Hi Community, I am in new ux and I have problem with something. If I cannot do this in new ux it will be a big problem. Below is my issue: I have two grids A first and B next. I have CoA in rows and time in columns. First grid show actuals and second is for forecast input. Entity, Verson and line items are page selectors.…
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OData Rest API for
Hi, Does anyone know how to get an outbound OData Rest API, (OAuth2) to establish a connection between SAP and Anaplan. Thanks Khaled
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Selective Access on Hierarchy lists
Hi Anaplanners, I am using a flat list instead of a hierarchical list in module development because my hierarchy has 15 levels, which makes it complex to manage. I want to apply selective access only on the hierarchical list, not on the flat list. How can I control selective access at specific levels of the hierarchy list…
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Transactional APIs - Part 3: SQL Query Anaplan data using Transactional API via Data Virtualization
Here’s a sample transcript of conversations I routinely have with our customers who are new to Anaplan platform: * Customer: I have a need to query Anaplan ‘table’ and integrate Anaplan data to my database. Is this possible? * Anaplan: Certainly, using Anaplan Transactional APIs, you can query a saved view and output the…
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Event recording available: Workflow In Anaplan
If you missed our spotlight event on Workflow, a recording is now available. Anaplan's Elizabeth Schera, Allison Slaught, and Chris Stauffer share insights and strategies to optimize your processes. The session explores how Workflow can support more scalable and intelligent process automation by comparing two different…
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Filter non-zero rows based on Context Selector selection
Hi, I have a filter to filter out non-zero rows with the employees across to top as columns and a total colum for the LOB (Line of Business). I have set the hierarchy so I can select LOB A or LOB B from the context selector or All LOBs. Employee 1 // Employee 2 // LOB A Project A Project B Project C The issue is that…
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PlanIQ Last Trained Date Not Reflecting New Data
Hi Anaplan Community, I am encountering an issue with my PlanIQ forecast model's Last Trained Date not updating, despite successfully running both the data collection and the forecast action for that corresponding Forecast Model. The situation is as follows: My Anaplan source module has historical data up to August 1,…