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Creating more flexible export definitions in Anaplan
Anaplan exports, unlike imports, have no link to a saved view. However, there are ways to create Export actions that have more flexibility for future maintenance. After creating your view layout (using the view optimization best practices outlined in the Anaplan Polaris – View Optimization for Imports and Exports article)…
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Assistance Needed for Exporting Line Item Codes in Polaris Models
I am reaching out to seek your assistance with a specific requirement we have encountered in our Anaplan implementation. We need to export line item codes instead of just the line item names from a Polaris model to integrate with an external system. However, we are facing challenges due to the current limitations and…
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Connected Planning with Salesforce x Anaplan
Author: Miki Sato is a Product Manager, Product Management Team (Data Management) at Anaplan. If your Salesforce data isn't driving real-time planning decisions, you're missing a critical link. This blog shows how connecting Salesforce and Anaplan — via no-code tools, embedded dashboards, or APIs — helps you turn frontline…
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Add user via integration (Cloudworks)
I’m currently setting up a logic where the customer can create users, assign model roles, and set selective access via integration. Everything worked well up until we started running the integration. At that point, the integration fails whenever there are new users in the file. It seems like the CloudWorks integration…
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Level 3 6.3 Check You Build User Story 1.5
Hi all I can't seem to figure out why my numbers are way off to the screenshot provided by the check your build. I am using TAR01 Sales Targets to calculate the LIs in TAR01 Detailed Sales Targets. My Q1 FY20 is showing as 537,295; however, other users have said it should be 537,863. I think this could be the issue. How…
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Text input on total level
Dears, We would like you to enable text input on text summaries. Could you please consider adding “text input” button for text type summary method? This will help a lot for better navigation, for example when commenting data on total level like P&L total figures.
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Did you know? Boolean read write
Author: Stacey Gibbens is a Certified Master Anaplanner and Solution Architect, Financial Planning & Analysis at Globe Life. Hello, Anaplan people! Today, I would like to share with you a solution to a model-building question that pops up on Community from time-to-time: controlling the behavior of user-facing Booleans so…
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Two approaches to ragged hierarchy
Author: Taichi Amaya, Certified Master Anaplanner, and Financial Planning and Analysis Specialist at Pasona Group, Inc. In Anaplan, we consider it a significant feature that lists are hierarchical. Hierarchical structure allows for smooth and meaningful connections from the parts to the whole and gives flexibility to the…
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Ability to Generate Management Reports based on a Hierarchy Chart
We currently have a requirement, working with a very large Bank on their Workforce planning use-case to view their Organisational Hierarchy in a Current and Proposed state. The UX view of the Hierarchy Chart works well, even with very large volumes of data. There is also a requirement to have a Management Report that…
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Avoid the roll back every time the formula is wrong
Every time we create a wrong formula the system runs a roll back that takes about 8 minutes!! We would like to avoid this roll back... it takes so much time during the development phase! They could just send a warning message!
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Request for Workflow Design: End-User Report Finalization & Stakeholder Notification with Version Co
Hi everyone, I'm looking to design a workflow and would appreciate your input or guidance on how to set this up effectively in Anaplan. So, the goal is: Once end users complete their data input, they should be able to trigger a process that: Notifies stakeholders via email with a link to a report. The report includes: A…
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Workflow Notifications
I created a workflow with 3 task steps. I'm getting 5 email notifications. One for each task step and a start workflow and end workflow notification. Is there a way to suppress/control which email notification that can be triggered? Only email notification I really want generated is when the task is assigned (last task…
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Ability to suppress workflow step notification
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: If you have a workflow with 3 machine tasks. You will get 5 email notifications. One for each task step and a start workflow and end…
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Where can I find the SOC reports please?
Where can I find the SOC reports please? Apparently they are on the Community website but I cannot locate them - any help would be appreciated.
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Quick Sum only providing the sum of the previous selection (App UX Grid)
Noticed an issue with the Quick Sum on a grid in the App UX where the quick sum seems to be showing me the previous selection in the quick sum field. Example: Dec 2025 <> Jan 2026 $100 <> $25 $100 <> $50 I select the 2 rows in Dec 2025 and will not get a total. then select the 2 rows in Jan 2026 and the Sum shows $200 (Dec…
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How to show longer texts in columns under reports in anaplan.
The width and size have already been adjusted but it doesn't give the slide visually appealing view. Any alternate solution for the same?
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How to change the order for LIS list items which is already used in a module??
I have earlier made an Lis from a module and used the same LIS in another module, and the LIS is also used as selector on the dashboard. Now, I want to reorder LIS items, I have changed the order in module from which the LIS was made but still the order in the list is not changing. How to resolve this ??
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Level II Conclusion - Create Shipping Export Module and Create a Saved View
Hi All, Can someone please help? I am stuck on Create Shipping Export Module and Create a Saved View. So we have Final Shipping costs in INV01 and the dimension for that module is P3 SKU. So the request is to create Final Shipping cost per location. The only way I think to solve is to do a SUM to the line item where I have…
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3.3.5.2 Inventory Ordering Module Formulas
Good evening the final answer is not correct. I cannot get 4 weeks in my module. and the formulas 'SYS07 Distribution Center Details'.Default Shipping[LOOKUP: 'SYS08 SKU Details'.Distribution Center] 'TRA01 Shipping Metrics by Week'.'Shipping Time (Weeks)'[LOOKUP: 'SYS08 SKU Details'.Product] I do not understand why it…
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June 2025 Community Member Spotlight: Andrew Tye
Celebrating @andrewtye as our June 2025 Community Member Spotlight! With a decade of experience in the Anaplan ecosystem, Andrew is a Certified Master Anaplanner and Community Boss who has made meaningful contributions to the Community over the years. He’s shared nearly 800 comments and is a familiar presence in forums,…
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Issue in Activity 7.2.1 – Data Not Importing Correctly into Product Details Module
Hello, I am working on Activity 7.2.1: Import Data into Product Details Module in the Level 1 Model Building course under the Talent Builder Program. I followed the steps as mentioned, but my output does not match the screenshot provided in the course. I have reviewed my mappings, but I might be missing something. Please…
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Hierarchy Dimensions Sort Top to Bottom
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: In any hierarchy there is a parent-child relationship. Intuitively, the users' (and model builders) expectation is that in all UX…
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Dynamic Dimension Selection for Linked Slides in Management Reporting
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 highly valuable to enable dynamic selection of dimensions when generating linked slides—particularly the ability to…
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Anaplan Polaris – View Optimization for Imports and Exports
This article is part of a series on Polaris best practices. Click here for more Community content or visit Anapedia for detailed technical guidance. This article explores how to optimize saved module views within the modeling experience, with particular attention to data import and export processes. We’ll revisit essential…
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Filter on quarter time period in an input field
Hello, I have created a quarter time field on a ux page. I can select all quarters in that field. I now want to be able to only select the Q2 and Q4 quarters for that input field on the ux page. How? Thanks! Kind regards!
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How to bring Row data into Columns?
Hi, Can you help me, how can we get row data into columns using Unique ID? Per attached below first snapshot, I want to bring rountingOrder 4, RecipientName, Sent and Completed dates in 1 row as show in sanpshot 2. Do I need to create Hierarchy list and Map?
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data masking functionality
Anaplan can build inbuild data masking functionality
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Does Renaming the Line items impact in action mapping?
Hi Folks!, with one of my clients, in the sprint last day they come up with the requirement to make Line items Lower case to Uppercase, initially as soon as I got this requirement, I just changed renamed with upper case, then synced the changes Later there was a big! escalation in the middle of the night, the functionality…
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ADO File Upload - Semicolon Delimiter
Hi, Based on the regional settings, my default delimiter/separator for CSV files is a Semicolon. In the classic way of uploading a csv file, I was able to select the delimiter. When using ADO, I don't have the option to select a delimiter. Uploading a Semicolon delimited file returns an error, or an upload with only one…
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'Manage models' - ability to sort by Name / Date Created / Size
After each planning cycle or major model change, we make a backup of our models. This of course has led to a number of archived models which usually save in order of date created at the bottom. Please can we add the ability to sort by Name or Date Created or Size. This would really help in looking for a particular model we…