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Getting data integration right: Best practices for building robust, scalable connections
Author: Dmitri Tverdomed is a Data Architect and Director at Zooss Consulting. Data integration isn’t just a technical exercise anymore — it’s foundational to a business’ ability to move quickly, make informed decisions, and scale sustainably. Whether you’re integrating Anaplan with upstream data platforms or pushing model…
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Create a Mekko chart in Anaplan
Hello Anaplan Community, I’m interested in creating a Mekko chart within Anaplan, but I’m unsure if it’s possible. I’ve read several articles but haven’t found any examples or guidance. Has anyone here created something similar? Thank you!
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September 2025 CoE Exchange Event Recap
September 2025 CoE Exchange Event Recap Our latest CoE Program event brought CoE Program members together for networking and learning. We started with a virtual networking session, giving members a chance to connect and share experiences with peers across the program. From there, we moved into two featured sessions focused…
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User-Access reminder, Modules,List,Action
In our COE, we've frequently observed that model builders unintentionally overlook assigning access to modules, lists, and actions after completing development. This often leads to delays and confusion during UAT and post-deployment phases. To mitigate this, we propose implementing a notification functionality that serves…
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i want to know different business use case in banking and payments for anaplan .
I want to know and understand different business use cases in banking industry for anaplan . How can we use it in banking and payments ? If financial planning , what kind of financial planning and how the end to end business use case can be broken down . Please suggest also rough idea for modelling required for the use…
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Workflow Advanced: Coordinating parallel approvals
Author: Dave Waller, Principal Product Manager at Anaplan. With the introduction of parallel tasks, Anaplan Workflow Advanced can bring additional efficiencies by parallelizing process steps that would ordinarily have to run in sequence. This functionality can help when using Anaplan Data Orchestrator to dramatically…
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filter only one or more parent
Hi, I need help. I have a hierarchical Line Item Subset (LISS) in my model. Sometimes, I want to select a parent item directly in a filter, so that only the parent is displayed — not its children. The challenge is that on a LISS, I cannot tick a parent in a module (since Anaplan only allows selecting child items). I tried…
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Convert anaplan date format
The default date format in Anaplan is mm/dd/yyyy. How do i change the date format as dd/mm/yyyy. For example, In my source file the date is 7/12/2020 which is dd/mm/yyyy. I would like to maintain this format in anaplan. If i reference the date 7/12/2020 in my period formula the output should be Dec-20 and not Jul-20.
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Native version Limitations
I have created a time settings filter with native version as a dimension. I am suppose to tick true for all the actual months. In Actual version the actual months will be until Aug 20 (because my current period in model calender is Aug 20). A switchover is applied for budget and forecast which is at Feb 20 and Sep 20.…
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Is there not a way to disable or not show Source Module on a Card?
Seems like the New UX is still missing the functionality to toggle on or off the ability for an end user to open up the "Source Module" from a card on a page. This was easy to control in classic dashboards but seems to not be possible to configure now in the New UX.
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Managing the Buckets Whiteboard
I am doing anaplan way and I got stuck on the 5th Lesson where its asking for Upload a photo of your completed Managing the Buckets Whiteboard activity. Can anyone please help me how to do this
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I am getting error while submitting the assignment,please give me suggestion.
Please suggest why it is not taking submit.
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Alternative of Rankcumulate
Is there an alternative to using RANKCUMULATE in Anaplan for cumulative ranking by group? The model's performance is impacted due to the use of rankcumulate. I'm looking for a more efficient approach or best practice to achieve cumulative ranking within groups without degrading performance.
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Resolve Workflow Capacity/Performance Issues
We have been excited for the workflow process to be released. Now that it has been released, we were excited to implement it in tandem with a new model that would use the notification feature quite heavily for our approval process and to get a feel for how to best implement it in our existing models. During the development…
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Excel Add-In OLE Action
Hi All, I wanted to see if anyone has been encountering this issue with the Excel Add-In. Oftentimes members of my team will go into Excel, log into the add-in, and then the whole Excel Application feezes. It freezes for a few minutes and then comes up with a message box saying "Microsoft excel is waiting for another…
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Anaplan Workflow Advanced: Intelligent Routing
Workflow Advanced extends Anaplan's workflow capabilities with sophisticated features that enable automatic decisions and intelligent routing. Workflow Advanced contains all the Workflow Basic functionality with the additional capabilities of branch and reconnect, send-back loops, value-based decisions, and parallel steps.…
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Termination of Formula Processing on Error
Currently in Anaplan, when a formula contains an error, the platform proceeds to process the entire model before surfacing the issue. This behavior can lead to unnecessary delays, confusion, and performance strain—especially in large models with complex dependencies. We recommend introducing a formula validation checkpoint…
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How can I add more than one assignee to a Offline task when creating a Workflow task?
I not being able to add 2 assignees when creating an Offline Task when crating a Workflow template. Do I need to crate 2 separate offline tasks, one for each user? Thanks.
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How to start L1 model building course and where do I found the couse in academy.
I have completed the prerequisites like anaplan way. Can anybody tell me the route map of how to complete Level1 and Level2 Model building?
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SUM QUESTION
Dear all, I need some help to create a target module. Currently, I have the following modules: Source module with the following dimensions: products (list) and Time (Month). 1 line item : Quantity Mapping module with the following dimensions: products (list). There are 2 lines items : Site and Molecule I have created the…
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Excel date format for February 2030, 2031 and so forth don't align with Anaplan format
Hello, I’m running into a recurring issue when importing CSV files into Anaplan, specifically with dates in February for the years 2028, 2029, and beyond. Here’s what’s happening: In Excel, the date format is set to Custom (e.g., 2/26/2025). When imported into Anaplan, the date is interpreted as 26-Feb, where: Month = Feb…
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Limited Cross-Workspace Access to Archived Models
In Workspace A developed a model called XYZ2025, which was archived after the fiscal year ended. Months later, a regional team in Workspace B wants to use that model as a foundation for their XYZ2026. Here’s what happens: Workspace B cannot directly access or import the archived model. Workspace A must unarchive the model,…
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UX Customization (negative sign): bracket or - (sign)
Hi All, Recently I have seen great customization to UX (numbers to percentage), it was really good when it comes to line item subset (combination of numbers/% value). It would be good if we are able to customize the negative sign in UX, as management would prefer to view numbers (if negative used bracket), % value (if…
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API V2 Enhancement - more info about models
As a member of Anaplan Center of Excellence and user of Anaplan Integration API, I need to get more information about models. In old version of API (1.3), we could get more information about models than in newer one (2.0). The missing (and really useful) data are: -'isoCreationDate' -'lastModified'…
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Enable MFA for secure login to Anaplan
Hi I would strongly like Anaplan to enable us to require MFA for login to Anaplan. Currently we have Anaplan integrated with Azure for SSO logins for internal staff but for external users it is username and password only which is a real worry. As we all know MFA is an absolute must and we would really appreciate this being…
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New UX: Show Description when Title field is empty
Currently, if card has no name, description icon isn't displayed on dashboard. But sometimes we don't want to enter the title, but we need to show the description - and also don't waste the space above the card just for that small icon. If this is not feasible, at least we should see some kind of warning in the card…
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3.5.5 Activity: Create Distribution Center Summary UX Page
How can i change the names of the line item in the UX Page My view: Should be: 2. How to build the Product SKU by Distribution Center without beginning inventory numbers? I tried to edit the customer view by deselect the beginning inventory and then click apply , but it's still there, how can I really hide this column? My…
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Error on Excel Add-In
Hi All, do you know why I receive this error when connecting a view through Excel Add-in? Thank you, Joana
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'Delete task' Action on UX page
We have a 'Delete Task' action button on an UX page. The Action button is driven by a 'Run Action' line item which is TRUE if the Confirm Delete Boolean is checked. This setup works, but only if the user selects the full record (row) where Confirm Delete is TRUE. Currently, If a user checks Confirm Delete Boolean on the UX…
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Collapse / Expand Hierarchy Functionality in Modules and UX Grids
In current standard grid modules and UX Grids you can't Collapse & Expand hierarchies of Lists/Line Items/Sublist like you can do in Excel (see below). Considering that sometimes hierarchies can be huge or you want to Collapse one part but Expand another - it would be good to have such functionality