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Anaplan XL Reporting: Effective use cases and practical recommendations
Anaplan XL Reporting (AXL) is a powerful solution bridging the robust planning capabilities of the Anaplan platform with the familiar flexibility of Microsoft Excel. It allows you to interact with your Anaplan data dynamically, right from your desktop. To use its power effectively, it's important to understand how to use…
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SUM and LOOKUP | Model Optimization Team series
Hi! Welcome to the Model Optimization team's monthly blog post. This is an eight-part series, following the topics we see occurring most frequently in slow customer models. Our aim is to inform and guide how to build with best practice intentions for these model building topics. Each month, two of our analysts will take…
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ADO writeback functionality to Google BigQuery
We currently use a CloudWorks integration to writeback data to Google BigQuery. This is part of a multiple stage integration, actualising the model, updating dimensions and finally writing back to a BigQuery table. Due to an issue, I had to build a workaround to the process using ADO and scheduled using Workflow, which…
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UX Native selector Supress Zero
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: Polaris specific Use case: In classic we stage lists to only have the nodes with numbers being created (e.g. Customer_account) to…
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Forecaster missing Error Messages and Stuck on Creation
Hi! I'm currently trying to set up an example for the forecaster and I'm running into various issues. At first (and I managed to resolve it by now) my data collection creation failed without any error messages. Next, after I managed to create it, my forecaster model is stuck on status 'creating' for 1.5 hours already. Is…
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New features - Grid design - members/dimension location in the Excel sheet
Hi, With an other Excel Add-in, I was able to select the cell I wanted to put the dimensions/members. I was also able the select the cell where the data restitution begging and if I need to have empty columns or rows between headers and data : Do you know if this kind of feature can be develop on Anaplan XL Add In ? Best…
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Time Ranges Notes
I would like to have Notes available to be able to record comments against a Time Range so as to give more clarity as to what the Time Range is used for and whether it needs to be rolled forward at a Year End as in some cases there may be no need to change the start year of the time range for instance but without knowledge…
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Clearing a List-Formatted Line Item When Using "Only Update Imported Cells"
Hi, I have an action where a line item (list-formatted) is meant to be cleared after a user input. I am using the same module as both the source and the target. But due to the module being multi-dimensional, I am using "only update imported cells" option for the import mapping. The filtering works fine as only intended…
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Waterfall chart
Hi, I'm working on some data that I'd like to present as a cascade chart, but I have no idea how to do it. Unless I'm mistaken, this type of chart isn't available by default. Do you have any tips or advice? Any examples? Thanks in advance, Julien
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Selective Access user lookup?
@rob_marshall I feel like you would be able to answer my question, and if you can't then no one can. My question is - using selective access on a hierarchy level I want to be able to look up the user that has access to a particular level within the hierarchy so that I can create a standardized e-mail using the mailto…
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Color Code the different workspace environments for Anaplan
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: As a Product Owner, I spend a lot of time in our different workspace environments updating various configurations, entering data,…
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Time Dimension between Models and Management
Hello Community, I am working on two major models in our organization, with different time dimension selections. Model A has Custom Time ( July - June) where as Model B has Calendar year (Jan-Dec) as time setup. I have to create only two reports in Model B and talk to the custom time (July - June) to export the calculated…
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Register for our April 29 platform release webinar!
Anaplan's next quarterly platform release webinar will be held April 29, 2026 at 8 a.m. Pacific Time. During this session, we will explore the latest features so you can optimize your Anaplan experience. Our expert-led session will equip you with a practical guide and live demonstrations to help you get the most out of new…
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Synchronizing filters
Hello everyone, there is something i want to try to do something but i think it's not possible. Though i want to confirm with you :) I have a module that contains : Dimension DSCP/ Dimension Opération(ex : HADE) in page selectors Another dimension called C5, in Rows Line items in columns My question is : can i display…
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7.2.3 Activity: Import Data into Employee Details Module
When importing data into the SYS08 Employee Details module, my end results looks like the second photo when the goal is the first. I have imputed the correct mapping, and manually mapped the employee detail line items as well as changed the date format to YYYYMMDD. I'm not sure what the error is, I keep getting the error…
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It is not permitted to restore because it is inside of sync
Step by step actions explained below. Created a dev model and synced some changes to PROD (ALM sync) Next Sync - Set Production List to Non production list (To simulate a data loss scenario in PROD and to get explore a ways to retrieve lost data) Data loss occurred as expected in PROD env. Tried restoring a model to ID one…
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Return a Line Item Summary
I am certain this is an easy fix and I have only been staring at the computer too long to make sense of it anymore….but, I want to return the summary of a line item as another line item so that the same summary value shows across each of the job levels. In this example I want 3,042,000 to show up against each of the job…
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Inquiry About Connecting SFTP Server to Anaplan Data Orchestrator
Hi Everyone, I am reaching out to inquire about the possibility of connecting an SFTP server to Anaplan Data Orchestrator (ADO).Could you please let me know if such a connection is supported? If so, I would greatly appreciate it if you could provide detailed guidance or documentation on the process involved. Any specific…
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Setup your ADO Demo using an AWS S3 Connection
Author: Noel Rocher, Partner Success Manager at Anaplan The problem statement "I would like to Demo the ADO S3 Connector with a CSV file hosted on AWS S3 as an ADO Data Source." The solution Use a free AWS Account to host the example CSV file. Steps to take We will walk through how to setup an AWS environment using a free…
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L2 Sprint 3 INV01 module All Products level Summary Method Settings
In Level 2 Sprint 3, at the end of Activity 3.3.5.3 you compare your module's summary settings to an example given. I have the correct summary settings for SKU Level Nutzo Bar_EN. This is the example given for summary methds for All Products: This is mine: I'm not sure why theirs has Safety Stock Target line item…
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How to optimize the Deletion Logic in Polaris?
Hi Anaplan Experts: I am looking for advice on optimizing a process to delete obsolete product data by comparing our model data with the Datahub. My current workflow involves the following steps: 1. Clear all data from a temporary list (List A). 2. Import the latest product data from the Datahub into List A. 3. Compare…
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How to be frugal when building inventory rollover
Author: Vinay Varadaraj Mirajkar is a Certified Master Anaplanner and Senior Solution Architect at Anaplan. Imagine you are modeling inventory projection in the classic engine with below assumptions: Large number of products and locations Planning horizon with daily buckets (let’s say 60 days) This is very common in use…
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L2 Create 2.3.10 Activity: Create Demand Forecast HELP!
Hi, I am completing the L2 Model Builder course and on the Sprint 2 and I am stuck on the below part of the course: 2.3.10 Activity: Create Demand Forecast My value in Week 6 is totally wrong and I can't figure out why? what am I missing? Thanks for any help in advance!
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Turn off Show Comments Summary Panel?
Is there a way to turn this off? What is the point of allowing all users who have access to a page to see all Comments? Unless I am missing something, this Show Comments Summary Panel is not security access dependent. All users who have access to the page can see the comment. This fact is even confirmed via the "Who can…
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Trying to find a way to flag matches in two line items in the same module.
So my module is dimensioned by Employee to Territory, the two line items (Shared Territory and Territory) are both dimensioned by Territory Flat and I want to flag the line where the shared territory = the territory. I've been trying a few different things but can't seem to get it to work.
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Talent Builder Success Story - Snehitha Adicherla | Professional Model Builder | OpenSoft System
TALENT BUILDER SUCCESS STORY - Meet Snehitha Adicherla Meet Snehitha Adicherla, a Talent Builder graduate who landed a role with OpenSoft Systems. Discover how she built her visibility in the Anaplan ecosystem, navigated challenges, and turned her efforts into a career opportunity. 1. What made you choose Anaplan…
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【2026年3月】プラットフォームアップデート
インテリジェンス機能のアップデート Anaplan CoModeler Anaplan Analyst Anaplan Agent Studio New UX機能のアップデート ドラッグ＆ドロップ対応のデータドリブン階層 コメントの有効化・無効化 モジュールドリブンのナビゲーションアクション Anaplan Workflow メールからの直接承認・却下 ワークフロースケジュールの一時停止と再開 Anaplan Data Orchestrator Snowflakeへの自動データ連携 Oracle Databaseからのデータインポート 全般的な機能強化 不具合の修正 Anaplan XL(version 2603) 全般的な機能強化…
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To build formula which is like PREVIOUS() but references a list item instead of time
Hi All, found out a work around for this, until Anaplan creates an in built function to fetch previous or next values in a list, without referring to Time dimension. Hope this helps Link to Anaplan Idea Exchange: https://community.anaplan.com/t5/Idea-Exchange/PREVIOUSITEM-formula-which-is-like-PREVIOUS-but-refer... Other…
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Five tips for managing remote projects
Author: Paola Malafaia is a Certified Master Anaplanner and Associate Consultant at Cornerstone Performance Management. Most of my early career was working physically allocated on a client with a specific project goal in mind. Those were the days of whiteboard sessions, impromptu desk conversations, and the constant,…
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Checklist for Year End Rollover
Communicate & Prepare Communicate to End Users Run Version Snapshots Archive Copy Export Key Reports and Balances for Validation Take Model offline Snapshot beginning balances Structural Changes Structural changes that have to be synced include model calendar, time ranges, etc. Production Steps Change current period Adjust…