-
The digital transformation of valuations
Author: Taylor Giesler is a Certified Master Anaplanner and Director, Enterprise Performance Management at Alpha Alternatives. The digital transformation of valuations is driven by several key trends that are reshaping the financial industry. Firms are increasingly adopting digital solutions to solve these problems, and…
-
Import Data into Historic Volumes Module-can anyone help me out?
Hii all, Currently I am working on this activity in sprint 1 level 2 model building, I am facing an issue while mapping the data, can you please help me out where I made a mistake. I attached all the pages for your reference.
-
Any way to find out which user joined the Anaplan workspace and at what data and time?
I have a requirement to sort based on when users joined the Anaplan workspace.
-
Certified Master Anaplanner Exam Study Guide: Essential Anaplan Topics
Certified Master Anaplanner Exam Study Guide: Essential Anaplan Topics The best way to hone your expertise is practical experience. Being a certified solution architect is the first step, but we recommend one or more years of hands-on experience using Anaplan to uncover all you can do with the platform. Training can also…
-
Is there a shortcut to go to the module referenced in a formula?
Some of my time is spent working through models to see how everything is connected and im just wondering if there were any shortcuts to access modules referenced in formula more quickly? Currently i'm looking at the formula and then manually locating the module from my modules list to then open it. If no shortcut exists I…
-
Display images in Excel directly exporting Anaplan NUX grid
I have published a grid in NUX with images visible for each of the items by using URL. Now, there is ask in which users would like to export the grid In Excel with images visible. Is there a way to export the grid with the images visible in Excel?
-
【2025年4月】プラットフォームアップデート
New UXの機能アップデート ・未分類ページの並び替え ・テキストカードの最大化およびコメントのオプションの非表示 モバイルの機能アップデート ・モバイルでのグリッド条件付き書式 モデリング機能のアップデート ・モジュールページの機能強化（ベータ版） Administrationの機能アップデート ・モデルページの新しいユーザーエクスペリエンス 新しいユーザーエクスペリエンス
-
3.3.12 Activity: Create Product Replenishment UX Page
why I can not add the month as well I was only able to sync weeks
-
Building a Center of Excellence
Overview Standing up a Center of Excellence is complex. There are many decisions to be made. Here are some of the materials to help get a basic understanding of building a CoE that are part of our CoE Success Accelerator Workshop. What is a Success Accelerator Workshop? Anaplan offers targeted workshops, Success…
-
Level 3. Build Sales Role and Sales Reps
Hello, Sales Role and Sales Reps# are flat list in Sales Planning Model. In the Sprint2, the ask is to create import to build them up. I am using SYS09 Employee Details module in Data-Hub, but it is not working. Any Advice? Thanks
-
Card maximizing and comments enable/disable
Hello, Could we close the ability to maximize and comment on cards all at one time, rather than goin
-
Conditional Formatting in Org Charts
Hi, Can anyone help in understanding what does the 'line item' selection does in Conditional formatting for Org Charts? Right now, this seems to be doing nothing. We have a requirement where we want to change the color of the node based on a line item value. I have been wondering if there was any way to do this? Any help…
-
Share your boards, reports, and worksheets best practices — May 2025 Community Challenge
We’re kicking off a new Best Practices Challenge this month! Each Challenge highlights a specific topic where Community members can share their expertise, exchange ideas, and learn from one another. This time, we're focusing on the topic around boards, reports, and worksheets. Below are some prompts to spark your…
-
Anaplan XL Enhancements
There are few things which I thought would make sense with respect to user using Anaplan XL: Creating Anaplan Connection: Currently creating Anaplan Connection gets active the moment we select module from a model, but still we can build reports from Any module of that Model. So its ideal to have ability to create…
-
Accesing Anaplan XL
Hi Team Anaplan XL is real dark horse and its amazing strength for Anaplan. Further the vision is to include it as part of app for new sales and existing new implementations. Keeping this in mind its ideal to follow this experience: Under "Home" Menu in Anaplan give the option to access Anaplan XL First time user would get…
-
Does S/MIME Certificate Renewal Impact Anaplan Connect Functionality?
Hi Community, We are currently using Anaplan Connect to run scheduled batch scripts on a daily basis for data integration. A query came up regarding the renewal of an S/MIME certificate (used primarily for email encryption and signing). I wanted to confirm: 👉 Does the renewal or expiry of an S/MIME certificate have any…
-
Issues in creating workflow
I am trying to create a workflow for below scenario - Module - dimension is number list rolling to division . Three line items - user ,approve ,reject 3. I want to create WF ,so that approver can either approve or reject individual row item . 4. Below is screen shot of workflow . My requirement - user click on Line item…
-
Introducing the Optimizer Toolbox
What is the Optimizer Toolbox? The Optimizer Toolbox is a Model Builder’s reference guide that details common linear program constructions for themes such as allocation, scheduling, and time-phasing. Each theme is dissected in a sequence of modules that progress from simple to complex. For example, the “drawer” on…
-
May 2025 Community Member Spotlight: Marina Ketelslegers
Meet @Marina Ketelslegers — our May 2025 Community Member Spotlight! As a Certified Master Anaplanner with five years in the Anaplan Community, Marina has shared valuable insights and ideas that have helped other members along the way. Check out her spotlight to learn more about her path, her favorite Anaplan tips and…
-
April 2025 Community Member Spotlight: Alexandru Pavel
We’re celebrating @alexpavel in our latest Community Member Spotlight! For the past eight years, Alexandru has been a steady, helpful presence in the Community — with over 500 comments, and a role as a Certified Master Anaplanner and a Community Boss. He consistently shows up with thoughtful insights and a genuine desire…
-
Calculate no. of days in each month
Hello Anaplanners, There is a requirement to calculate no. of days in each month based on start date. Suppose if start date is 5/15/25, then may should have 15 days, and going forward will have 30/31 days depending upon month and before start date it should be zero. My target module is at weekly level and I am pulling…
-
Level 3 Model Schema Diagram
Hi All, I'm currently going through my L3 and was asked to upload a model schema design diagram. For this assignment, should I create a schema diagram only for the three Regional Sales Executive user stories discussed in this course or for the entire model. The instructions seem a bit unclear. I also want to answer this…
-
Check combination in same list
How can I identify if the same record exists in my list? Below is example of same Region Country Month List Item 1 APAC India 25-Jan List Item 2 APAC India 25-Jan List Item 3 EU Germany 25-Feb Here I am expecting to highlight list item 2 because it's region, country and month are same and wanted to notify user. Can someone…
-
Dynamic Waterfall Charts
Has anyone managed to build a dynamic waterfall chart on a list where the totals are parents and the variances children. In the example below the current forecast and budget are total company and then the variances are shown at regional level, ie one level below total company. I need the graph below to be dynamic for new…
-
UX source model auto updater
Author: Abhishek Roy is a Certified Solution Architect , Sr. Platform Architect at Equinix and a member of their Anaplan CoE team. This article primarily covers a less explored API functionality that the Anaplan UX is based on and adds an element of automation and easy configuration to the otherwise manual time-taking and…
-
True ALM for Anaplan Data Orchestrator
Currently ADO only has a single tenant level environment to all store source data, transformations, and links. This can make managing ALM challenging. Being able to have separate (and sync-able) ADO Dev/Test/Prod environment(s) would be more manageable than housing everything in a single tenant wide space. Having true ALM…
-
How to set up cloudworks process job biweekly ?
Hi team, I am using cloud works to schedule a job to run, but I need you help to set up the process integration biweekly. How to schedule a job biweekly?
-
Can Connection Strings Be Used Instead of SAS Tokens for Azure Connections in Cloudworks?
Hi Anaplan Community, I'm currently using Cloudworks to integrate with Azure Blob Storage. In my setup, I see the option to enter a SAS token for authentication, but there is no field to enter a connection string. I have reviewed this Anapedia documentation, and it only references SAS tokens. Is there a way to use…
-
Reorder Flag INV01
Hello, A question on the line item Reorder Flag? Do we need to end Future Ending Inventory line item to calculate Reorder Flag? I used the formula below but doesn't pull up the correct result, can anyone please suggest? IF Ending Inventory < 0 THEN OFFSET(Shipping Time Weeks, 2, 0) ELSE 0 Thanks,
-
Anaplan Polaris – Understanding Blueprint Insights and Optimizing for Populated Space
This article is part of a series on Polaris best practices. Click here for more Community content or visit Anapedia for detailed technical guidance. In this article, we’ll focus on understanding the blueprint columns in Polaris in more detail, and how we can use them to optimize formulas. Polaris Blueprint Insights When…