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Set Default & Page-Level Toggles for Card Comments/Maximize
Hi all, Just discovered we can turn off comments and maximize on cards other than text. As I was using it, an idea came to mind. Since I'm usually turning comments and maximize off for cards like images and text, it would be a huge time-saver if they were off by default. Another idea could be a "apply to all cards" button…
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How I Built It: Replacing list items
Author: Chris Allen is a Certified Master Anaplanner and Manager at Allitix Part of Accenture. Hello, and thank you for checking out my ‘How I Built It’ video tutorial on replacing list items! The video will walk you through the process of replacing list items. The key feature leveraged here is importing a new code into a…
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Anaplan XL Enhancements
There are few things which I thought would make sense with respect to user using Anaplan XL: Creating Anaplan Connection: Currently creating Anaplan Connection gets active the moment we select module from a model, but still we can build reports from Any module of that Model. So its ideal to have ability to create…
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Context Selector Expand and Collapse: Set Children Default: Opened or Closed
Background: The first click of a context selector on a NUX board the entire hierarchy opens out all levels right down to the lowest level. This means the user (all users, but focused on business/end users, executive-level) has to manually collapse each level they are not interested in seeing to navigate to the area they…
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Can't move on past first Lesson.
I am currently taking the Anaplan course, I completed the first lesson but whenever I try to move on to the next one it won't let me. When I try to move on it tells me that the prerequisites weren't met but I've already went through the whole first lesson in full, if there's something I'm missing please let me know.
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Full Refresh with option to do a structural refresh
Currently a full refresh only refreshes the data. Structural changes should also be able to be fully refreshed into an existing source data object.
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Anaplan Excel Add-In | Connect to New Model
Hi - I recently created a new Anaplan model that serves as a 'reporting' model for some past versions. We have Excel workbooks that retrieve data from ~20 modules that I would like to connect to the new model. The new model is identical to the old model just with different versions (fake version list). is there a way to…
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Show Line Item Format in New Model Building Experience
The new model building experience is far better than the classic and needing to click into every module if syntax is unknown. A big incremental enhancement would be to add some sort of icon or naming to show you the Line Item type. Adding this naming would allow the builder to better understand what they are referencing…
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A reminder of Bulk Copy - Current year to Prior year version for YoY analysis
A quick reminder of the Bulk Copy functionality. Bulk Copy allows you copy large volumes of data from one slice of a model to another in a single, optimised operation, instead of using formulas or imports. Use case: copy a version (RF1) into a prior year version (PY RF1) using a versions list to allow for year-on-year…
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Actions Editing - Not Syncing to Prod
I have a Dev and Prod environment. I have an action where I am importing data from another workspace. I am needing to map some new line items in the action so that it pulls correctly. I am updating the mapping in the Dev environment, but after I sync to Prod those changes are not flowing through. So they show updated in…
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How I Built It: Dynamic driver-based planning
Author: Chris Allen is a Certified Master Anaplanner and Manager at Allitix part of Accenture. Hi Anaplan Community! This ‘How I Built It’ video shares a dynamic feature to toggle between different planning methodologies corresponding to different lines on the P&L for driver-based planning. It's a feature that can be…
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Native Time Formats with Hours and Minutes
Problem Statement: There is a business need to allow users to filter and analyze data based on specific times (e.g., 14:30). The current 'Date' format in Anaplan does not provide this level of granularity. This functionality is essential for time-sensitive planning and analysis use cases where differentiating between…
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Auto-update on UX Cards when Template is Updated
The core idea is to have UX Cards automatically update when the Card UX has changed: new line items into a grid or Field Card, conditional formatting rules change, etc when the same card is displayed multiple times. Example: User Filter Cards I have the same User Filter card on 90% of my Pages - let's call it 16 Pages. I…
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Configurable default selection for context selector
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…
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AnaplanXL & VBA Macros
Hello, I have two questions related to building a VBA macro that uses AnaplanXL. Above is a picture of what I'm building toward, a data grid with several header rows. The color-coded headers are our list dimensions in Anaplan. In this example the yellow cell's value should be the intersection of Dept_1, Line_Item_1,…
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400 error when using From Action
hi, I'm receiving this error when trying to create item in numbered list item. My list has a display name property (used only to display name, never in modules) In form Action I ask user to give display name and other informations about the item (informations are line items in associated modules). It seems that when I ask…
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FCR: Extra option required for Shortcut object within dashboard
We use shortcut elements on our dashboard to share reports with our user groups. Yet when we click on this shortcut the report will be opened within the browser. Certain reports we would like to be opened within desktop Excel. Can you pls add an extra option to the shortcut element, so that we can control how the report…
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Share your annual rollover best practices — Community Q&A Challenge
The first Community Challenge of 2026 is officially here, and it's all about preparing your models for the future with seamless annual rollovers! A well-built Anaplan model anticipates the future. One of the most critical, yet often overlooked, aspects of model design is preparing for the annual rollover. Models are often…
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Change the model source for all pages in an application in one go
Hello every year I use to copy a PROD model of a given period (Bud 2026 for example) and keep it open but "Locked" for users, in order for them to still be able to access it if they want to remind what has been done during the previous process. All the pages in the app are sourced on this model (the PROD one not the copy),…
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How I Built It: User Access Management
Author: Kevin Dale Bandelaria is a Certified Master Anaplanner and Solutions Delivery Head at OmniQuest, Inc. Solution overview The User Management process in Anaplan was developed to simplify how administrators set up and maintain model roles and selective access settings for users. Traditionally, configuring access in…
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How to use a different 'Current period' for different versions
I'm working on a model with three versions: Actual (Actual version), Scenario: Prognose lopend jaar (current version), and Scenario: Budget volgend jaar. For one of the calculations, the Scenario: Prognose lopend jaar version needs to use a different current period than the Scenario: Budget volgend jaar. For this, I…
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SSO Admin Screen - Remove the ‘Load from XML file’ option given that its not reliable
We have had issues updating our SSO cert and have been advised by support not to use the above option. Given that it is not reliable, it would be better to have it removed so that users are forced to use the manual option which works consistently.
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CERTIFICATION BADGES - ANNOUNCEMENT
Anaplan Champions! The Community team just posted this announcement that certification badges may not be showing up on your profile probably until next year. Rest assured, you will get credit once you complete and pass the exams. https://community.anaplan.com/t5/Blog/Badges-Back-Soon/ba-p/123385
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Workarounds for coercing timescales in Polaris?
Hi, all. Polaris formulas don't coerce timescales like classic does and I'm looking for a workaround. I want to build a UX time selector like I have in my classic models: The way it works in classic is like this: The "Filter" line item looks at the month formatted, quarter formatted, and year formatted boolean line items…
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Recognizing your impact: new points, badges, and ranks!
Inspired by the incredible engagement and collaboration we see in our Community every day, we want to better celebrate your contributions. We’re thrilled to introduce our updated Community ranks to clearly map out your engagement journey with us! Recognizing your Community contributions We've updated our Community ranks to…
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How to assign Connected Planning - Professional Users, Limited Users, and Workflow User in Anaplan
Hi everybody, how to assign Connected Planning - Professional Users, Limited Users, and Workflow User in Anaplan I navigate to 'Administration' but didn't find the place to assign the above mentioned roles.
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New UX Idea - Apply one more model source to all pages of the app at once
One of our model a dev and multiple prod models linked to a single dev via ALM. We have developed New UX App based on dev with a lot of pages in it. My aim now is to apply all prod models we have to this app, but the existing procedure is not effective for this idea. I want to have ability to add new source to the excising…
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Training & certification for non-model builder
Hi, I would like to ask the training and certification available for non-model builders. I would like to learn about Anaplan from user end trouble shoot purpose and guide on UAT, deployment and Dashboard creation but not directly involved in model building.
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Update Anaplan IRR Function to calculate running IRR
We have a business requirement of calculating running IRR to calculate the performance fee. Currently, Anaplan IRR function gives 1 final output basis entire cashflow We need running IRR to start calculating the performance fee from the period if the IRR exceeds Hurdle rate This is a highest priority item and needs to get…
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Talent Builder Job Opportunities - Bluecrux
Job posting template Position Title: Anaplan Solution Architect Company Name: Bluecrux Location (City, Country): Hybrid Northern New Jersey (Metro NYC) Role Overview: We’re seeking an experienced Anaplan Solution Architect to work closely with our clients, helping them navigate supply chain transformations and implement…