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New UX - add option to select between "and" and "or" when filtering
As an Anaplan User I would like to filter with "or" option also, right now only "and" is available. It's critical for text and number formatted line items. In Classic view there is an option to select "All" or "Any" when filtering: Thank you
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API certificats renewal
Hello Anaplan Community, We are currently facing an issue related to certificate validation and would appreciate your help or guidance. We are getting the following error: Unable to build certificate chain for Cert [subject DN = EMAILADDRESS=********, CN=service account email address, cert serial number = XXXXX; issuer DN…
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ADO data types - need definitions/explanations
what are these? when do you use them? why one over another? thanks Data types string long float bool date datetime datetimetz
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Users Import for Selective Access on Large List for bulk users Stalls without any Error.
Hi Community, I’m running into a performance issue while importing selective access for users. Context List: Product - Planning Node (~25,000 items) Users: 150+ (many-to-many mapping—multiple users can share the same Planning Node access) Goal: Set up Selective Access (Read/Write) on the Product - Planning Node list in the…
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Avoiding Unnecessary Hierarchies in Anaplan: Escaping the “Top Level” Trap
In multiple Anaplan implementations across FP&A, S&OP, and operational planning use cases, a recurring design challenge is the overuse of hierarchical lists with Top Levels, especially on large transactional or operational lists. In many projects, hierarchies are introduced early with the intention of providing “future…
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SUM vs LOOKUP performance considerations
Is there any performance cost difference between a) SUM on a list line item in your data module, and b) dimensioning your data module by the list, then LOOKUP on a dimension? I am asking because I have a data module that is dimensioned by several large lists, creating sparsity. I can reduce sparsity by removing some of…
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The year selected in the selector is not displayed when the page is opened.
Phenomenon: When the page is opened after launching the browser, FY25 is selected in the selector, but the year displayed in the grid is FY24. Current Workaround and Impact: The grid will display FY25 if the user first changes the selector in the page header to FY24, and then changes it back to FY25. Currently, end-users…
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Did You Know? Anaplan Extensions
Author: Ahmed Brahim is a Certified Master Anaplanner and Senior Consultant at Atkan. Hello Anaplan Community! In this ‘Did You Know’ video, I’ll be going over the various Anaplan Extensions and covering: What Anaplan Extensions are The different add-ons available (Excel, Google Sheets, PowerPoint, etc.), Relevant use…
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Anaplan Workflows in ADO combo to execute a FOR loop
Haven't used the new workflows yet so don't know it's full capability or limitations but does anyone know if I can use it to execute a FOR loop? E.g. traverse one list item at a time and then execute logic against it? I mean the bulk formula calculations is awesome but there are just some specific scenarios it best runs in…
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【2025年12月】プラットフォームアップデート
New UX機能アップデート ・Polaris ：軸のディメンションが最大8階層までネスト可能に ・Anaplan モバイル：グリッドにおけるリッチ テキスト形式編集機能 Anaplan Data Orchestratorアップデート ・データプレビュー機能の強化 Anaplan XL (バージョン2512)アップデート ・グリッド リボン: [Explore] グループに新しい分割ボタン/メニューが追加 ・エイリアスのテンプレート化 ・基本機能の強化 ・Anaplanデータを扱う機能の改善
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2025 Certificate Maintenance for Certified Master Anaplanners
The 2025 Certified Master Anaplanner Program has begun and there's incredible opportunity for 2025 Certified Master Anaplanners (CMAs) to demonstrate their thought leadership, technical expertise, evangelism, and mentorship capabilities across the entire Anaplan Ecosystem! At their core, a Certified Master Anaplanner is…
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End User unable to run action to update a subset
Hi All Have a super-user who is Full Access as model role but not a Workspace Admin and so therefore should be able to run updates to list subsets. Is there something in the depths of Anapedia that says that this isn't possible? I'm almost sure that we're doing this elsewhere in other models. Thanks Andrew
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Selective Access on Flat List Subsets
Currently, selective access write permissions must be granted to a parent item for end users to modify an item's subset membership. In the case of a flat list, the items do not have a parent, which means users cannot modify the inclusion of these items in the subset. This has created challenges within my organization, as…
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How to Pull data from different dimensionality?
Source module: Dimension Name Retire code Line Item: Start date, End Date, Retire code Target Module: Dimension : XYZ Line item: Launch Date(Populated Field) , Retire code( Pull from Retire code module based on launch date) and the condition of logic should be if launch date is in between start date and end date of retire…
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Previous list item in formula
Hello, Is there a way to assign a value depending on the previous list item? In my case, I need to assign the value 1 to the week 5, value 2 to the week 6 and so on until week 9. The values always go from 1 to 5, however the week number might change (for instance, choosing RFC24/01, value 1 is to be assigned to week1 ecc)…
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Additional Week Formatting Options
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: The "w/e" prefix is quite bothersome, especially when it appears on our graph axis labels. My business and executive users often…
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Regarding to gain employment with a customer or partner of Anaplan
I have complated my Anaplan Level 2 Certification. Can anybody assist me to get a employment opportunity to get access for Level 3.
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Import error due to incorrect time mapping
I have this template to import back to my module By right it should match the module because the time format is the same as the module the only difference is that in the excel file there is a seperator. M-Y. Thus logically to me it should be But when i run the action using M-Y and match names both result in an import error…
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API Call for Imports and Import Data Sources Metadata
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 helpful to be able to pull the information from the Imports and Import Data Sources tabs within actions via API. It would…
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Adding Subcategories for App Categories
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 helpful to be able to create subcategories within an App in addition to the categories we are already able to create. The…
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Implementation of Custom Versions
Hello everyone, Working with a client on a model which (due to workspace constraints) is utilizing primarily snapshot versions. After a recent increase in space (pending finalization), we’re looking to incorporate custom versions to all of the modules feeding the P&L for the upcoming budget cycle. Today all inputs, calcs…
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L1MB Exam Activity 4/5
Hi All! I seem to be stuck on activity number five, presumably due to something I missed during activity four. Here is everything I entered for SYS08 and EMP03 so far. I read some previous threads and made sure to update the new line items and make sure that "role" was set to "list." When I try to change the formulas in…
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Anaplan API user reporting with Python
Author: Michael Moore is a Certified Master Anaplanner and Director, Enterprise Planning at HP. In this article I will cover: Why use Python for user administration? Prepare Begin OAuth2 login Finish OAuth2 login using redirect URL to fetch authentication token Import useful Python modules Fetch data about yourself Sort…
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Improve filter icon visibility in NUX grids (color contrast issue)/ change filter icon color
I would like to raise a UX improvement request regarding filter icon visibility in NUX grids. Currently, when a column or row is filtered, Anaplan displays a blue filter icon in the grid header. The issue appears when the header background is also blue (or a similar color) — in such cases, the filter icon becomes almost…
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User Selective Access
I have a selective access cost center list in a flat format that contains multiple hierarchy levels. I need to assign more than one cost center parent to a single user. While this can be done manually, I would like to know if there is a way to import this through a CSV file instead. Could you please confirm if this is…
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Moving Sum for Formula driven number format line items
I am trying to create a Net Debt / EBITDA formula at the bottom of one of our P&L income statements where, i have tried the MOVINGSUM function. However this does not work for summary line items which EBITDA is. What i would like is to be able to sum the previous 12 months EBITDA (Including the current period) numbers in a…
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Concatenated List for to store Archiving data
Hi Anaplanners, I’m working with a calculation module (Module A) that is dimensioned by a concatenated list, Time, and Native Versions. In this module, I am performing a subtraction using values from another module (Module B), which is dimensioned by Native Versions and a different concatenated list. The two concatenated…
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How I Built It: Fast, efficient model build of scenario planning with P&L impact analysis
Author: Marina Ketelslegers is a Certified Master Anaplanner and FP&A expert and independent Anaplan Solution Architect. In this 'How I Built It' tutorial, you'll learn how to create a dynamic and flexible impact analysis and allocation framework tailored to your needs. Whether you're evaluating P&L scenarios with business…
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Top 25 Anaplan features released in 2025
Author: Misbah Ansari is a Certified Master Anaplanner, Anaplan Community Moderator, Leader India User Group, and Founder at Miz Logix. Anaplan has consistently released several features monthly to stay ahead of the competition and enjoy being a leader in the Connected Planning world. 2025 was no different and there were…
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Feature Enhancement Request: Record Duplication
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…