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Custom Blue Print View
A simple suggestion to help with the organisation and maintenance of models (and I assume a really simple suggestion to implement): Allow model builders to save blueprint views (in the same way it works for regular views) and even change the default model blueprint view for all modules so that we can change the order of…
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How Anaplan powers reliable reporting
Author: Miki Sato is a Product Manager, Product Management Team (Data Management) at Anaplan. Inconsistent KPIs, scattered data exports, and disconnected BI tools slow down business decisions. This blog highlights how Anaplan’s data and modeling capabilities — especially through Data Orchestrator (ADO) and Polaris…
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Ability to not show Top Level in List Formatted Drop Down
Hello- It would be really great if there was an option, when formatting a line item with a List for drop down selection, if we could exclude the top level from being selected without having to make it its own level in a hierarchy. Maybe a "Don't Show Top Level" box on the formatting screen? This would prevent some…
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Regarding WSA and NON WSA access
Hi, I have a model where the Channel changes based on the input date given by user, we have a Unique key based on the person and the Channel, suppose if the user gives his mail id, change the channel along with date in UX pages and after running the process approve the details of the previous record becomes un-editable and…
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How to appear in the Level 01 Certification Exam
I have been studying from 01 Month about the Anaplan Model Building etc, now I want to appear in the exam for level 01 Certification. Can anyone help me about and guide me how to appear in the exam?
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Easily Get Current Date Using CloudWorks
Almost any model builder has had to come up with a solution to get the current date in Anaplan. We used to build integrations and use API for that. @JaredDolich posted a great article about using python for getting today's date. But this approach has some cons: * You must learn to code or involve someone who can do it.…
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【2025年5月】プラットフォームアップデート
License Management Reporting 機能の追加 ・ご契約内容に対するライセンス消費状況の確認・管理 ・各ユーザーへのライセンス割り当ての実施 Anaplan Data OrchestratorのUX機能アップデート ・データセットのプレビュー機能の追加 Anaplan Data Orchestratorのセキュリティ機能アップデート ・SSH トンネルで MS SQL Server 接続をサポート ・Snowflakeにキーペア認証を導入 連結会計・財務報告機能のアップデート ・ログ出力の機能強化
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Ability for customers to set time frame for when sessions will time out
A detailed description of the enhancement that is being requested: The Anaplan timeout is currently set at 30 min for ALL users of Anaplan. This setting should be set at the CUSTOMER level so that the customer can control what is an appropriate timeout for their organization. Some may want 10 min timeouts for stricter…
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Not Able to Join the Level 1 Model Building Course
Hey Everyone, I was trying to learn about the Level 1 Model Building Course, when i log in to my system and click on "Start the course" option its showing training unavailable, Can anyone please help me with this @Dikshant and all?
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Announcing a new chapter in the Planual!
Chapter 8: Anaplan Data Orchestrator is now live! Learn best practice rules for connecting and transforming source data, organizing and cataloging Data Orchestrator objects, and integrating Data Orchestrator into Anaplan models. There are four sections that make up Chapter 8: Connect: review important rules pertaining to…
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Steps for building a model
Can anyone help me understand why the following order of the steps is wrong? I have tried two attempts but still can't get it right!!! Step 1. Build centralized dimensions in the model (time, version, lists) Step 2. Build Modules in the model Step 3. Build centralized Import data into modules Step 4. Create User Experience…
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Module Mapping History
Hi All, I have a mapping module that maps GL account to P&L line items. please how can I check the historic changes in the mapping module. Is there any logic to check the the module change log and creating the change in a system module by time dimension to view the users of the historic change that has occur. Also Is there…
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Level 1 Model Exam Activity 5
In Activity 5 of the model building exam, it asks to adjust formulas for EMP02 Employee Expenses module for the Bonus, Car Costs, and medical expenses to reference driver data in EMP03 Employee Drivers by Role module. I have no idea what that means, can you help me?
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ADO: Moving beyond data hubs to planning-aware integration
Author: Miki Sato is a Product Manager, Product Management Team (Data Management) at Anaplan. Legacy approaches to data integration — manual scripts, standalone hub models, or general-purpose ETL tools — often introduce complexity, delay, and governance risk in Anaplan environments. Anaplan Data Orchestrator (ADO) offers a…
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Dynamic renaming of line items
Consider the following situation: As part of a planning process, a planning user requires the following items to be presented in the module: * Current year revenue actuals - year to date, needed to plan for the next year around the third-quarter quarter mark of the year * Current year revenue projection, based on the run…
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Can there be a duplication in Process ID's
Can there be a duplication in Process ID's
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The beauty of simplicity: any level of selection in a hierarchy
Author: Hanwen Chen is a Certified Master Anaplanner and Professional Services Sr. Manager at Anaplan. Use case This is an interesting use case. One of our customers wanted to be able to include/exclude any list item/member in any level of a hierarchy to/from a group. The customer calls the group “Domain”. Domains are used…
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Did You Know: Code for Line Item Subsets
Author: Jonathan Cushing is a Certified Master Anaplanner and Senior Consultant at Vuealta Consulting. The video gives the details of a little-known function in Anaplan whereby you can add codes to line item subsets (LiSS). The video shows: Where to input the LiSS code How it can be used to map a line item subset to a list…
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Change to a Saved View should not break exports
When model builders modify a saved view, this breaks existing export actions that use that saved view. The reference to the view is not dynamic. For example, if a model builder adds a new line item to that saved view, then existing Export Actions do not recognise the change. Then the model builder needs to create a new…
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How to Ensure Full Data (line items) Clearing in Anaplan Imports When Incoming Data Is Partial?
Hi Community, I'm facing a challenge with data clearing during imports in Anaplan, especially when the incoming data only represents a subset of the target module. As many of you know, by default, Anaplan imports only replace the cells represented by the incoming data. This means that any existing data not included in the…
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2.4.5 DCA Learning app
Good afternoon I have down loaded the app several time. OK for the modules but unfortunately it does not work for the UX pages. Can you please help? thank you.
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Level 3 Model Building - 4.2 List Subsets
When watching the video for adding the "Should be in Active subset?", Defined in Active Subset" and "Load to Active subset" was written correctly In the "Should be in active", it compares start and leave date to the current period, using start date < current period. Shouldn't this be < = current period? Shouldn't the…
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Curiosity, Collaboration, and Connected Planning: Inside a 3-Day workshop
Author: Mikhil Agarwal, Certified Master Anaplanner and Delivery Manager at VISEO USA Inc. “They say a strong foundation doesn’t just support growth; it sparks curiosity.” That could not have been more fitting during our Anaplan onboarding workshop in Singapore last year. What began as a technical Level 1 Model Building…
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Administration Console: Keep Last login in Date format, on top of new format
It is great to know how old is the Last Login, but: 1.It would be great to keep the old Date format as well, to be able to make more easily some ad hoc analysis (older than X days, months etc…, as shown in example further below). The filter on new format is not possible and would not be meaningfull. 2.It would be great to…
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Synchronized Scroll on Worksheet with an Expanded Grid Card
It would be incredibly helpful to have the ability to group the main worksheet grid with an expanded card for synchronized horizontal scrolling. Use Case: In my worksheet, I have the Time dimension on columns and a list on rows in the main grid. I also use an expanded grid card to show a different breakdown—still by Time,…
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Using Polaris and Classic
Client has spoke models built in Classic and now considering building Data Hub in Polaris in order to deal with sparsity. On the surface this seem possible but likely a bad idea. Has anyone done anything similar to this? Specifically, what did you have to do to ensure that data was compatible? Any thoughts or suggestions…
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Line Item Spacing within a Text Box
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: Option to adjust line spacing within a text box. Who is this impacting? (ex. model builders, solution architects, partners, admins,…
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Generating Failure Dump Step - on Successful Imports
I've few actions in our Supply model which when run takes some time on the "generating failure dump" step at the end of the action even though the import is a full success without warning or errors. This is just a few seconds when run for a single action, however we have a process with 120 actions, and most of these…
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Display Native YTD and YTG with a filter
Hello Anaplaners, I have an issue about displaying YTD and YTG in columns. In a dashboard, i display a module with native time in columns. On this module, we set up a boolean dynamic filter linked to a time filter module. This filter displays the current year (2017 in this case). But the client needs YTD and YTG in the…
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Headers in export files
When Exporting files from Anaplan I would like the possibility to remove the list name from the header when adding properties properties in the export file. Today I can only choose Include or exclude Row Label headers. I would like to have the possibility to exclude the name of the list in the header. From above export I…