Recent Discussions

This question may have been asked and answered before, but I’d appreciate your thoughts on the following scenario. If a Flat List is used as the rows in a module, is it possible to apply formulas to specific rows within that list? In the example below, Revenue and COGS are pulled from a DAT module by using a SYS module…

Hi everyone, I have a custom list that represents versions. Users need to be able to see all versions in UX pages and reports, but one specific version (Version 1) should be read-only. The problem is that when users run an import action, the action opens a dialog where they can select the version from a dropdown. Even…

Hi, As an admin, when a user leaves the business, i will inactivate them in the administration screen. If i go to the modules, and review the users screen, i can also change their role to no access. What are the applications of doing so? For example, if they've input data into a grid, will that data be lost, or if they've…

Hi, I have the following issue with configuring a Workflow. I want to create a Notification Step in the Workflow where I assign users using the "Assign to users from a line item in a module" option. The step is configured correctly, but the problem occurs when I run the Workflow. When I run the workflow myself, where I'm…

As an Anaplan model grows, modules can gradually accumulate more line items, formulas, and business logic. At some point, splitting a module into smaller ones might make it easier to maintain, but it can also introduce additional dependencies. I'm curious how other modelers decide when it's time to split a module rather…

Allow end users to apply multiple sort levels on a single grid in UX pages, so they can organize data across several dimensions without workarounds. Thank you,

We have a few templates that are required to open in Excel. Users access these templates from a workflow. Right now they open the template first in the browser and next they have to download this to open it in their local Excel. Can we have a function (similar what we have in dashboard) in the workflow object to force a…

Hi everyone, I have a custom list that represents versions. Users need to be able to see all versions in UX pages and reports, but one specific version (Version 1) should be read-only. The problem is that when users run an import action, the action opens a dialog where they can select the version from a dropdown. Even…

Author: Josh Baker is the Head of Finance Operations and Transformation at PJT Partners, Master Anaplanner and Workday Financials – Pro. Currently leads accounts payable, accounts receivable, expense, and finance transformation. Reporting is not actionable or intuitive Most finance operations teams have the same problem,…

Hi folks, I was testing which function performs better in Polaris to pull data using a 1:1 mapping. Let me first give you the context: I have a DAT module where many KPI metrics are structured as a Flat List with only one line item (Amount) to store data. Then, I have a CALC module whose line items are also KPI metrics.…

Hi everyone, couple questions here: I’m building an Actual vs. Budget P&L reporting model in Anaplan and would appreciate advice on the best structural approach. I’ve attached a screenshot of the desired layout. The report needs P&L items as rows, and the following as columns (line items): Actual Budget Variance $ Actual %…

I have encountered a gap in ADO's filtering capabilities for transformation views that I believe many integration professionals share. When working with source data, it is common to receive files that contain codes — currency codes, cost center codes, product codes — that are not relevant to the current Anaplan setup.…

Hi all! We have a connection via API with our client. They push data into Anaplan but now they request us to push data from Anaplan to their data lake. Is it possible to automate an export action, generate the .csv and client system get this files directly from Anaplan?

Hello, One of my models is generating this issue: "PLANNED Position # has selective access enabled and you may not have been granted access to any items." When I try to adjust the selective access, it then says "no items to select". I'm unsure what caused this issue and how to correct it. Any help sincerely appreciated.…

Hi Community, I have a module dimensioned by L3 (Category) and need to display the values in a module dimensioned by L4 (Items), where L4 rolls up to L3. Example: Category 1 = 10 Category 2 = 20 Category 1 ├─ Item 1 └─ Item 2 Category 2 ├─ Item 3 └─ Item 4 Expected result: Item 1 = 10 Item 2 = 10 Item 3 = 20 Item 4 = 20…

Can future development of Anaplan include the capability to schedule delivery of Pages and reports to individuals via email? This would be excellent for providing reporting views to management and would be a great benefit as well as match what is standard capability in packages such as Cognos or Hyperion.

This month, we're launching a new type of Community Challenge focused on learning and discovery! We're excited to spotlight the board layout enhancements from the July Release, and we're challenging you to get hands-on, explore how they work, and share what you discover. This is your opportunity to experiment with these…

We have discovered that Line Item Subsets cause unexpected behaviour in Polaris: their mere existence adds significantly to model size and calculation demand. This overhead is undocumented (it appears in neither Anapedia nor the Planual) and is not visible to the model builder during building. The only way to detect it is…

Hi everyone 👋 If you build or maintain Anaplan models, you've probably hit the same walls I kept hitting. Some basic questions about a model's structure have no single screen to answer them. You end up clicking through modules and pages one by one, or writing API scripts just to get a list. These were the gaps that…

Hello Anaplanners, I need some guidance on how to edit the Hierarchies in the MFP - General Lists. The requirement is Rename the Level Use more Levels in the model (current model uses 4, want to use 6) The screenshot for the same is attached below for your reference. Selective access and Production Data are checked.…

The UX allows setting a landing dashboard for all the model roles except the default full access role. This is a step down in functionality from the classic dashboards where all roles including full access had the ability to set landing dashboards. This is causing a little bit of adoption hurdle as users with full access…

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…

Hi, I created “My page” and whenever I clear cookies, my pages are getting reset with default view. When I intially created the page it had filters and pivoting according to what I wanted but as soon as I clear cookies, the view is lost and my personal page is getting reset. Need to fix this asap as all users in my…

If you missed our Anaplan Community Experience event on Streamlining Business Processes With Anaplan Workflow, a recording is now available! Anaplan experts Elizabeth Schera, Architecture & Adoption Director​ at Anaplan, Kaka Siu, Sr. Platform Adoption Specialist​, Allison Slaught, Architecture & Platform AI Director​, and…

I have a model calendar with current year set to FY27 which runs from Apr-26 to Mar-27 with one previous year and one future year i.e. FY26 (Apr-25 to Mar-26) and FY28 (Apr-27 to Mar-28). I have setup a current year time range with 1 year with Apr-26 to Mar-27. Now when I change the model calendar FY setting to start from…

Hi everyone, I'm building an Actual vs. Budget P&L reporting module in Anaplan using a Line Item Subset (LIS) to display the P&L items. I would like to extend my report to include three additional columns under a "% of Revenue" section: Act % = Actual amount / Actual Revenue Bud % = Budget amount / Budget Revenue % Var =…

Check out the latest Anaplan feature updates and enhancements in our September 2026 official release notes. There you'll find information on: User Experience KPI cards Mobile Zoom and pan KPI Conditional formatting Intelligence CoModeler Analyst Optimizer Disclosure Management Refreshed user interface Anaplan Data…

Hello All, The modules in the MFP model (DAT010 - Retail Based Historical Actuals, DAT020, DAT030, DAT040, DAT050, and DAT060) are already available, and the data for the different plans has been loaded. However, when I open Page 5000 - Seed Long Range LRP and select Seed Selection = LY, the following metrics are not being…

User Experienceの機能強化 ・KPIカードに閾値別アイコンを追加できるようになりました インテリジェンス ・CoModeler処理に関するHistory表記が追加されました ・その他CoModeler、Analyst、Optimizer機能強化がありました ADO ・Pipeline機能が強化されました その他Disclosure Management、Anaplan XLに関する機能強化がありました

We are pleased to announce the upcoming FCR 2610.1 GA release scheduled for the week of October 19th, 2026. Details can be found in the FCR 2610.1 Release Notes. Highlights Last Twelve Months (LTM) Calculation The system will automatically calculate Last Twelve Months (LTM) or Trailing Twelve Months (TTM) data using this…