Recent Discussions

As a user, it would be nice to add a jump to section functionality on either the pages in the NUX or the dashboards of the old UX. Some dashboards can be quite lengthy and scrolling becomes difficult when you have to navigate your mouse into the white space (as you scroll down) to avoid any published module views that…

I recently had a question from a client who asked if it was possible to set a default list member (or the top level of a list, eg. all products) as the default for the context selector at the top of a page. They wanted to be able to select a particular layer, list member or top level of a list and always have it revert…

I want to build the Anaplan list hierarchy for my own development model . I have built three lists : Budget Heads L1, 2. Primary Function L2 (Numbered List) 3. Function L3 (Numbered List) Parent list: Budget Heads for Primary function. and Primary Function L2 will be the parent for List Function L3. But in my L2 Primary…

The Idea Allow a single page to be surfaced in multiple apps simultaneously — appearing natively in each app's home screen and dropdown navigation — without needing to duplicate the page itself. The Problem Many organisations structure Anaplan around multiple business unit-specific apps, but have pages that are truly…

Name: Anoop Chhabra Location: Bangalore, KN, India Certification: Anaplan Certified Professional Model Builder Educational Background: Anaplan Academy, IIT-D (B.Tech), IIM-B(MBA) Profile Summary: I have a vast experience across various domains & technologies for clients from different industries - Aero, Agro Chemicals,…

There needs to be a way to identify line items that are being used as Filter in same module or any other module, This would be totally helpful while deleting line items that are no longer required.

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: When importing Amount data, the periodic_Amount field is automatically cleared. This should be optional so user has control over…

Current behavior: Hard validation checks have been implemented when maintaining dimensions manually. If an invalid character is found in a member name, an error message is displayed (see below). Issue: However, the same hard validation checks are not currently supported when importing hierarchies in bulk. As a result,…

Current Behavior When a record is duplicated, the system automatically assigns the name: “[Duplicate] (Original record’s name)”. User Feedback The duplication feature is widely used by many users. Overall, users find the duplication function very helpful for efficiently creating similar records. In addition, automatically…

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: Workflow process logs are archived (i.e. deleted) after 6 months. This delay is too short because it occurs before the internal audit…

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: When the data transfer step fails, it generates the following errors in the Workflow log: Unable to execute Staging table import.…

Author: Pradip Kakade is a Certified Master Anaplanner and Sr. Principal Consultant of Enterprise Solutions at Genpact. Ask anyone who has been part of a Major Anaplan E2E implementation, and they will tell you: the journey is never a straight line. You build momentum, you feel confident, and then — snap. A hierarchy…

It is very helpful to get retrieve a log that shows which user archived a model and who renamed the model name in Anaplan WS.

hello everyone, please i need help about Safety Stock Flag Count formula

I have been stuck on this activity for the past 2 days and do not know what I am doing wrong: This is the formula I tried for Bonus: For bonus: IF Employed? THEN Salary * 'EMP03 Employee Drivers by Role’.Bonus % [LOOKUP: 'EMP03 Employee Drivers by Role’.Department, LOOKUP: 'EMP03 Employee Drivers by Role’.Role] ELSE 0 And…

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 very helpful to have dynamic number scaling available for KPI readouts. Currently we must choose either Millions or…

I am having issues with Anaplan XL messing with some of the standard Excel functions such as: 1. The "marching ants" around copied cells don't show up when I copy cells 2. I get a "could not copy to clipboard" message where you can't copy things out of Excel into say ppt or an email 3. When two workbooks (or even multiple…

Backgrounds We have a question regarding Logs > Session Log. Currently, system activity logs are only available for a limited number of functions, such as Journal operations and metadata updates. As a result, some system administrators on the customer side have found the current audit capabilities insufficient and have…

When we have to run calculation for a specific entity, it can we very time consuming to select that entity, because we have a rather deep hierarchy for entities. It would be so much more convenient if we can also enter the the name manually. Next, please show the parameters from the prior run. When the prior parameters are…

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: During data loads, specifically integrations (APIs, ADO, 3rd party) to have the ability to export or view the data that was loaded…

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: I would like users that have been logged in and idle for 15 minutes to be automatically logged out as part of their security…

We would like to request an enhancement to allow adding more than 10 Contributor roles per task in workflow. Currently, the number of Contributor roles that can be added to a workflow task is limited to 10. Use Case: Most of our clients are large enterprises, one of our client has contracted nearly 200 user accounts. Under…

When deleting items from a list via the UX, there is no indication of how many items are being removed. The model backend provides this count during deletion, but the same visibility is absent in the UX experience. It would be helpful to surface this count to users when performing deletions through the front end.

Would someone kindly assist with helping me identify the errors with the following perimeters I have set?

Hi Anaplan Team, I just would like to raise an idea for Anaplan to have a Manage Password page which will be administered by specific Full Admin (WS Admin). I believe this will be helpful for other users in Anaplan to just reach out to their Full Admin (WS Admin) in resetting their password in addition to Password Reset…

Hi, I noticed that the Data Hub model calendar is still set to FY25, while the FP&A model has already been rolled forward to FY27. Previously, we were able to load FY26 data without issues, but after creating the new period in the main model, the Data Hub modules (e.g., DAT06 P&L TB‑D) no longer show Apr 26, and the recent…

Currently, History page only allows us to filter based on date range. I think the search functionalities should be expanded further. It should be categorized at least as metadata (structural) and data changes. This will enable us to review model structural changes apart from comparing revision tags. For example, after…

Name: Mónica Drake Location: Los Angeles, CA Certification: Certified Anaplan Model Builder (Level 1 &2) Educational Background: Anaplan Academy, George Washington University (Digital Marketing), Universidad San Marcos (Public Accounting) Profile Summary: As a Certified Anaplan Model Builder and Business Operator, I…

Hi, Four digit year setting should be enabled at more granular level. Option to choose the four-digit year at the line-item or format level, rather than at the global Time settings, in order to avoid changing the entire app.

Author: Grégory Ponce is a Senior Principal Product Manager at Anaplan. Managing two distinct accounting frameworks within a single model might sound like a headache, but with Anaplan Financial Consolidation and Reporting (FCR), it’s actually a smooth, streamlined process. By optimizing your audit dimensions, allocation…