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Boards, reports, and worksheets best practices — Event recording available!
In May, we hosted a challenge inviting Community members to share their insights on boards, reports, and worksheets best practices. We received insightful responses from Community members on these UX topics. In the follow-up event from the Challenge, Anaplan's Seb McMillan (@seb_mcmillan) and Russ Goza (@R_Goza), both…
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How to Design Simulation Planning in Anaplan with Multi-Level User Input and Step-by-Step Logging?
Hi Anaplan Community, I'm working on a simulation planning model where users need the flexibility to input pricing adjustments at any level of the product hierarchy, and I’d love your guidance on best practices. 📌 Scenario Overview: We have a 4-level product hierarchy: Brand Category Sub Category SKU (lowest level) The…
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Can we apply DCA on one line item for the different accounts?
To be more specific, I have only one Boolean line item called "submit?" with a different accounts. At a time, I need to check only one account Boolean and other accounts boolean needs to be disabled. Can we achieve this with DCA? Any help much appreciated!
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Distribution Center Summary UX Page
Hi all, I have a few questions on the UX expereince dashboard How do i replicate the filter exactly like the example? I think there are no SKUs in the exception summary module (first table - New York/San Francisco / US). How does the filter broadcasted to there How do i have a summary value like it shows there for US? it's…
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実際の生産日の割り当て
必要数データに、実際の生産日が割当たるようにしたいんです。累計とかをうまく使いたいのですが、、 必要数モジュール No 品目 日付 数量 生産日付 #1 A 10月1日 100 9月2日 #2 A 10月2日 200 9月2日 #3 A 10月3日 300 9月3日 #4 A 10月4日 200 9月4日 #5 A 10月5日 100 9月5日 ↓ ↑ ↓ ↑ 生産モジュール 9月2日 9月3日 9月4日 9月5日 A 500 100 200 100
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End user triggering of workflow processes
Author: Dave Waller, Principal Product Manager at Anaplan. With the release of action button workflow triggers, customers have been able to apply Workflow to a raft of new use cases and business processes. End users are now able to instigate processes directly from their dashboards and UX pages, opening up the possibility…
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Anaplan 90 days free environment,don't have permission to create appli...
i try to create a board details but failed,just like the following Screenshot,i need help
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Cloud works - Additional Details on Failures/ Error Logs in the Automated Email Alerts
Cloud Works has definitely made it easy to setup routine scheduled refreshes from model to model or simply updating daily dates in the Models, but I had a query regarding the notifications sent out and the level of detail they hold and if anyone has explored this further. Success Scenario - Scheduled Integration completes…
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Unlocking the power of Anaplan XL reporting: A video guide to using Anaplan XL
This article lists the videos available within the Anaplan XL tutorial series. Anaplan XL Reporting simplifies report creation, reduces manual effort, enhances security, and ensures reporting accuracy and efficiency. These videos delve into different aspects of Anaplan XL to help you get started with how to use the…
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On demand Model building courses - check my work
Good afternoon, Is there any place in anapedia where I could check my work? If it does not exist yet, may I suggest to create this area somewhere in the plat-form? With all my respect, it is a non-sense not being able to check if the line items written are correct or not and stay stucked in the middle of a course. About to…
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What's the impact of using SA for a child list for getting filtered list items in dropdown?
I have a 3-level hierarchy, where the parent top 2 parent list is selective access enabled. I want the bottom-most list to also have filtered dropdown based on its parent's selective accesses. One way I was able to do it is by enabling selective access for the child list and enable Selective Access Boolean in the Line-Item…
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OEG Best Practice: PLANS: This is how we model
PLANS PLANS is the new standard for Anaplan modeling—“the way we model.” This covers more than just the formulas and includes and evolves existing best practices around user experience and Data Hubs. It is a set of rules on the structure and detailed design of Anaplan models. This set of rules will provide both a clear…
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Can we use filters in 2 tables?
Using filters can we show resluts in 2 tables? eg: Grid table and chart table? If yes, then Grid table has list employees in geo level with status of approvals. But in chart I want to show geo level total % and total count in geo level for all employees.
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Create a Data Hub from scratch.
I'm new to Anaplan and would like to understand how to create a Data Hub from scratch. What are the best practices I should follow, and what are the key steps involved in building a Data Hub model? If there are any official documents, learning materials, or links that can guide me through the process, I would really…
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Dimensions that don't exist yet
I need to dimensionalize a report in Anaplan by Regions we currently don't use. They aren't in Anaplan at all. We have the accounts we need but the Regions in Anaplan are different that the Regions needed for this report. I know I can create the Regions but the only issue is that I do not have the data needed to input the…
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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…