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Field Selection (Not give the option to select Top level)
I have a list call lease ID that has a top level called All Lease ID. I do not want the top level to be seen in my selection. What can i do ?
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Copy a Process
I am frequently encountering cases where i need to copy and existing Process then edit it slightly. Current example is a DEV model is being rolled out to many regions. I need to have a suite of Processes per Region as they are slightly different in the way they update from Data Hub. Right now i have to create a record of…
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Iterative Development in Polaris
This article is part of a series on Polaris best practices. Click here for more Community content or visit Anapedia for detailed technical guidance. As Anaplan solution architects and model builders begin to develop in Polaris, it's important to consider how you approach the development workflow. In Polaris the upper limit…
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Anaplan XL Clone
Is there a clone feature? I am looking to duplicate a connection and its data into a new Excel worksheet. The Anaplan Excel Addin allowed this, but I am not seeing it in the new Anaplan XL Clone. Is this feature available in the Anaplan XL? Please help.
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RetrieveTIMESUM using ANY
Hi everyone, I was trying to Retrieve a Line Item (Boolean) using TIMESUM as formula to another module by using ANY. This Boolean LI has A,B,C as dimensions. My target module has only A as dimension. In order to use a reference module for mapping, does this reference module had to have A,B and C as dimension or just A…
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Harnessing the power of Combined Grids: A unified experience for developers and end users
Author: Saikrishna Bandaru is a Certified Master Anaplanner and Sr. Anaplan consultant. Introduction: Why Combined Grids matter With the October 2025 Anaplan release, one of the most impactful enhancements in the UX is the Combined Grids capability. Combined Grids allow page builders to bring together data from up to five…
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Ask each time import version
i have three version YEP 1, YEP 2 and Budget. Only YEP 1 and YEP 2 have the option to select mapping. Budget is fixed mapping. How do i restrict the selection to only show YEP 1 and YEP 2
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Formula for Subsets
Add in a formula functionality to conditionally add items to a list subset, rather than having to manually check a boolean.
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List of subprocessors
Anaplan provides documentation that lists the affiliates and subservice organizations that are material to the provisioning or support of our hosted service. For the latest information regarding third-party subprocessor vendors, see the current list of subprocessors. To subscribe to this page and receive notifications when…
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Talent Builder Job Opportunities - ANP Consulting
Position Title: Consultant/Senior Consultant/Manager Company Name: ANP Consulting Location (City, Country): PAN INDIA/Hybrid/Remote Role Overview: About Us ANP Consulting is looking for motivated experienced Anaplan professionals having strong analytical skills, a technical and problem-solving mind with proven track record…
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Show Parent when no child + selection
Good morning, My lists are as follow. Parent: Mission --> Programm --> Activity --> Expense (lowest level) My objective is to put in place a filter that allows me to see the Activity items even though I have no existing Depense under the acitvity, combined with a filter where the user can select to narrow the view on one…
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Cloudworks Integration Flows in UX
At the moment, we are able to add Cloudworks Processes to the dashboards and the addition is great. Could we do the same with the Integration Flows? I see multiple benefits from this for several customers and I do not think that the implementation would be too different from what is currently in there. Is this currently in…
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Microsoft Teams - Anaplan Integration
A number of customers have expressed a desire to have an Anaplan - Microsoft Teams integration in the same way as now exists between Anaplan and Slack. * Push links to pages to users' Teams accounts * Anaplan notifications * Subset of above: as Anaplan Process Orchestration progresses the need / benefit from Teams link…
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UX Pages - Guidance on Cataloging
Hi, I'm working across 5 models with the follwing profile of UX pages - model A. 69, model B. 132, M C. 31, M D. 49, and M E. 33. Total of 314 New UX Pages. This strikes me as quite a number of pages to keep track of, and I think building a 'catalogue' with some relevant data would improve the User Experience, and the…
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How can i export accuracy metrics from Anaplan Forecaster to Model.
I can see metrics in the forecast model in Forecaster but not being able to take that to Module.
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From alternative to essential: The expansion of private markets
Author: Daniel Dunleavy, Certified Master Anaplanner and Manager at Alpha FMC. Private markets — once the domain of large institutions and specialized investors — are now playing a central role in how businesses grow and how capital flows through the economy. As the global economy moves into 2026, private investment in…
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Excel Plugin asks me to log in
Hi, I am trying to create a new Anaplan Connection using the excel plugin. It asks me for an environment and I chose the default one (https://us1a.app.anaplan.com). It then asks me to connect with my Anaplan account but it just says : ———— The Anaplan server returned an error: Authentication Failure. If you're unsuccessful…
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Talent Builder Job Opportunities - ANP Consulting
Position Title: 𝗔𝗻𝗮𝗽𝗹𝗮𝗻 𝗠𝗼𝗱𝗲𝗹 𝗕𝘂𝗶𝗹𝗱𝗲𝗿 Company Name: ANP Consulting Role Overview: 𝗔𝗡𝗣 𝗖𝗼𝗻𝘀𝘂𝗹𝘁𝗶𝗻𝗴 is currently hiring Anaplan Model Builders for one of the consulting clients. We are seeking 𝗖𝗔-𝗾𝘂𝗮𝗹𝗶𝗳𝗶𝗲𝗱 𝗽𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹𝘀, including freshers, who possess a strong foundation in finance and are looking to build a career in the…
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Enable Sort Functionality with Nested dimensions
Current Limitation: Anaplan restricts sorting functionality on line items or dimensions in columns when rows have nested dimensions. Sorting is only allowed when there is a single dimension in the row axis. Impact: Limits the usability of reports that require multiple dimensions in row axes. Reduces the value of recently…
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Level 3, model building
Hello, I created INPUT1 module to add stretch goal % per country by all products. However, even I select specific products the percentage works fine (I can adjust the percentage) but upon selecting to all products it grays out and won't let to change the percentage. please advise. Thanks, Farhad G.
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I want to apply conditional formatting to summary
If all periods exceed 100% i want it to flag red like below. How do i apply the condition at summary level?
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How do we convert these column time into time dimension in anaplan
basically this is a transactional list wherein attributes are from A to E column. Need to create a hierarchy from A to E then convert these column to time .
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Anaplan DocuSign Integration
Hi Team, Could anyone please share their experience in integrating Anaplan With DocuSign? Our use case is below - Users should be able to create Purchase orders in anaplan, Route for approval and track the approval statuses. Our Approver Business users are not Anaplan users. So, we need to create a PDF file using the PO…
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Field selector should also select parent
I have a list Parent = Fruit Child = Mango, orange and apple. When i set up my field selection i can only select at child level. How can i select for parent level as well. I want my field to be dynamic. Means it can select at both child and parent level.
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Model Building Activity 5
Good day If anyone could assist it would be great - I've been stuck on Q5 of the L1 Exam for hours and failed one attempt already as a result of being logged out. I tried to look on the community and seems like many have had the same issue but answers seem deleted of unclear. The above seems relatively straightforward. The…
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Level 3 Sprint 1 9.3 % differences
Hi, When comparing the values in my model with the example given in build 9.3 Level 3 sprint 1 I'm getting slightly different splits for Quarters. Mine: Example: The FY20 numbers align so it is only the QTR split that is the issue. I have verified my data set at every stage and it aligns to the examples all but here. I…
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Sales rep monthly Commission not matching with Anaplan 'Check Your Build' numbers?
Hi All Community Members, Despite putting a lot of thought and efforts, I am not able to figure out where am I going wrong. I have set all the Modules and formulae in place but still the numbers for the sales rep monthly commission is not matching with the Check Your Build numbers. Please find below details of my modules I…
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Level 3 - Commission Forecast
Can you please tell me which of these amounts is off, or a hint on where i am going wrong because the final amount is not matching the screen shot in the training? I am not sure where to go from here. Any insight?
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7.3 Check Your Build _ User Story 3.3
So far, all my numbers have been verified using ‘Check Your Build,’ and everything looks fine. However, for this US, I’m not sure why there’s a slight difference. Do you have any suggestions on what I should check or what might be causing this?
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Accessible by design: Our new accommodations for certification exams
Taking a proctored exam can be intimidating, even for the most seasoned professionals. While certification validates a learner’s skills and expertise, the exam environment itself can sometimes pose unnecessary barriers. Our goal is to test your ability, not your endurance. That’s why we’ve made significant updates to make…