Recent Discussions

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…

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…

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??

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…

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!

We didnt rotate certificate and now we cannot login , what the approach we need to take to rotate ce

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…

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.…

Moving this post to Application ideas

Moving this post to Application ideas

Moving this post to Application ideas

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…

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…

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…

Hello guys. Can anybody help me to go through this? I need to add * Export Qlik Extract into an existing report thank you. 

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 (?);…

May I know how long does the Anaplan Platform access will be provided for Practice ?

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…

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…

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…

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.

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?

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…

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…

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…

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.

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: It would be great if we could format numbers (e.g. %, $, decimal places) within the charts card configuration. This is available in…

This article is part of a series on Polaris best practices. Click here for more Community content or visit Anapedia for detailed technical guidance. The Polaris engine was built specifically to unlock the ability to build at natural dimensionality, which in many cases results in very high cell counts. One of the fastest…

Description of the enhancement required: Version as a format An example of the enhancement: When uploading a planning file (budget, Q1 forecast, Q2 forecast) from excel, a number of identifiers for my transactions are uploaded as text and later on in the transactions module turned into line items based on a list so I can…

It's currently not possible to assign an integration admin role to visitors and respectively also not to Anaplan Partners. This makes it a challenge when helping customers with Cloudworks or when just setting up a scheduled model-to-model import. It requires always someone at the customer capable to set-up the connections.…