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Bad Credentials or missing workspaces issue ?
Hi Anaplan community , hope anyone can help with the following issue . I`m trying to set up Anaplan connect , installation is fine , but I`m stuck on the authentication step . Some background : I have 2 IDs ( my company`s ID and our client ID ) both are identical in term of set up in plan ( roles permissions etc. ) . The…
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Save incomplete changes when synchronizing in ALM
Imagine this scenario: You are in the middle of making changes in your development model and have been doing so for the last few weeks. The changes are not complete and are not ready to synchronize. However, you just received a request for an urgent fix from the user community that is critical for the forthcoming monthly…
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Anaplan AI: Give it full model context to stop invalid formula suggestions
Problem: Co-modeler often suggests formulas that don't work - invalid syntax, or timeouts requiring manual copy/paste that still fails. This forces users to debug the suggestion and explain the model's structure back to the tool (often having to leverage another AI like Chat or Claude) instead of just applying a working…
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3.3.5.4 I AM CONFUSED,
Please Help I am not able to understand what we have to do in this particular section Here are my queries 1)The formula hint shows IF/THEN condition and then it says The next condition is override suggested amount? line item, so do I have to nest both the conditions ?? Please let me know 2)Also it says Update another line…
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Improving planning adoption beyond technology
Author: Pradip Kakade is a Certified Master Anaplanner and Sr. Principal Consultant of Enterprise Solutions at Genpact. Every planning implementation begins with excitement. The business has invested in a new planning platform, requirements are complete, the project team is aligned and go-live is circled on the calendar.…
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“Month” filter in Anaplan XL
Hello everyone, I recently started using Anaplan XL to update our Excel files. I’m having an issue with a dynamic cell. Every month, I copy and paste an Excel file that I update with the current month. In Excel, I have a user module that’s necessary to update the reports based on who’s using them. This user module defines…
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UX Page Issue in Anaplan Academy
I am currently taking the Level 2 model building course and am running into an issue, whenever I try to edit my UX page to include my test model as well as my dev model but the option they have in the tutorial isn’t an option on my version. I have supplied photos of the problem so if anyone knows what I’m missing please…
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On accounts with no sales history
Since account targets are allocated by the ratio of previous year revenue, an account with no history would get a target of zero. Is that expected, or do new accounts get a target another way?
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ADO, TR VIEW Concatenation
I am working with Anaplan Data Orchestrator (ADO) and trying to transform uploaded data by adding a new column and concatenating several columns to create a unique key. However, some cells in these columns are empty. When this happens, ADO returns the entire concatenated key as NULL instead of using the values available in…
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Change ADO Source Dataset module
We have 80 ADO source datasets currently sourced from our DEV Anaplan model, with 80 transformation views, 20 consolidated transformation views, and 20 Snowflake outbound pipelines. When we move to PROD, is there a supported way to repoint the existing Anaplan source datasets from DEV to the equivalent PROD model while…
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3.3.7.2 Add DCA to INV01 Inventory Ordering
Hello All, I am stuck on this ask for DCA and I can't figure out what is holding me up. I have seen a number of people try to tell people the answer but after being stuck for over an hour would love some help understanding why my answer isn't working. I am trying to recreate the DCA seen below with the description for the…
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Delete Revision tags from any model
Is it possible to delete all these revision tags from a model and start fresh? My bet is , it is not possible and I start a new model:
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Are we allowed to create a practice dataset to simulate a real model build (Talent Builder Program)
Done with the course but want to practice a bit more before I take the Level 1 exam
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2.3.10 Activity: Create Demand Forecast - work check questions
I can't seem to get the correct answer of 73.48 for the question of Default Forecast in Week 6 FY26 for Nutzo Bar_EN in the Candyate? Based on the historical sales and growth rates, IDFC should be 72.76: Nutzo Bar_EN - Candyate Week 6 FY25 Baseline Forecast 69.94 Week 6 FY25 Weekly Growth Rate % 3.0% Week 6 FY25 Initial…
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Polaris workaround for FIRSTNONBLANK
Polaris doesn't support FIRSTNONBLANK as a function parameter. I have a solution workaround for this already but not too happy with it. So wanted to know what solution workaround people have done to get around this limitation
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In Level 2 - Supply chain model - do my time settings look right?
The only reason I ask is because I've been unable to achieve some of the UX pages and, asking in prior questions, I seem to have everything right but the UX pages still aren't working. Would someone mind taking a look at my time settings? Thanks in Advance!
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ETA on ADO - Mulesoft - Boomi API integrations?
Hi! In London it was mentioned, any update on this?
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How can I add the column: _ab_source_file_last_modified in TV on incremental Data Source
How can I add the column: _ab_source_file_last_modified in TV on incremental Data Source
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Multi-Cell Selection for Auto Calculation
When selecting two or more cells in Anaplan, a calculation menu appears in the bottom-right corner displaying useful statistics such as Count, Min, Max, Average, and Sum. This is a helpful functionality for quickly analyzing selected values. However, the current functionality is limited to contiguous cells. Users cannot…
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Anaplan Analyst performance on large, sparse models
Has anyone tested Analyst’s response quality/speed on large, sparse models (think 10+ dimensions, millions of line items)? Wondering if there’s a practical ceiling before it starts timing out.
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3.3.5.3 Check Your Work - All Products
Hello all, I have reviewed other's work and have been unable to find any help. I think all my formulas are good because they work well for checking individual values, but I am hitting a snag with the totals from my Forecast Demand (and thus messing everything else up). I confirmed that all the other totals match but are…
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Anaplan Analyst across multiple models/workspaces — how do you manage context?
Has anyone deployed Anaplan Analyst across multiple connected apps or workspaces? How do you handle context switching so the agent doesn’t mix up assumptions or hierarchies between models?
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Conditionally Show/Hide elements of a page based on line item
When we are designing boards for clients we often have a trade-off between: Too many pages Too much information on the page A really powerful feature would be to have the ability to show hide elements of the page (example: fields, cards, grids, charts or even entire rows) based on a line item that can be a user selection /…
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Anaplan login forcing me to home page.
If I have an Anaplan page open and leave for an hour and get logged out, logging back in takes me to the home page of Anaplan now instead of to the page I was already on and to fix it I need to right click my back button and click on the page I was already on and that takes me where I wanted to go. I generally keep about…
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Intermittent Anaplan Interface Error Message
Hello, Former Anaplan Support member here. I was just about to create a Support Ticket for this intermittent error message, I wanted to see if there were others who have run into this message before? 1) I am checking to see if other users are facing this issue. 2) This is not model or workspace specific. I have already…
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Does everyone who applied with the last PSA program Changes haven't received their PSA Certificate?
I applied for PSA back in November 2025. did L3 and the exam and all and i have been a model builder since 2022. is everyone the same or there's something wrong with my application? i tried reaching to Academy but they say they have no update in my case.
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Notification Feature: Display Number of Rows Updated in Outbound Data Orchestrator Workflow
Idea: It would be very helpful if Anaplan Data Orchestrator could send a notification or display a message indicating the number of rows that were updated, inserted, or exported when running an outbound workflow. Why this matters: Currently, after running an outbound workflow, there is no immediate feedback on how many…
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2.3.9.3 Update Historic Volumes for Baseline Forecast
Hello everyone, I encounter a problem concerning the formula of "Offset Volumes for 1st Forecast Year" . I wrote the formula that seems logical to me but it doesn't work. Can someone help me correcting it ? Thanks in advance. N.B : The first image represents hints for the formula and the second image is the formula that i…
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Export a grid card options
Hello, I recently had an export issue with grid cards on the UX. A user Click the ellipsis (…) on the top of the grid card, wanting to export the grid as a CSV, but the only option was PDF. It didn't even show the export this view button, it was just export as PDF. I could go to the same page, and I was given the option of…
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Leveraging Anaplan Workflow and ADO for Controlled Financial Sign-Off Reporting
Financial planning models are constantly evolving throughout Forecast and Budget cycles. New requirements, model enhancements and business changes are essential to support better decision making. However, these ongoing developments can create a challenge when approved numbers used for management reporting remain directly…