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Convert time period to a date
Description of the enhancement required: As an extension or alternative to the DATE function
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Invalid Parent - Combined List
Hello Anaplan Community, I have a product hierarchy with 5 levels . For a client requirement, I need to transform this product hierarchy into a combined list , to be able to select different levels of the hierarchy in a line item (drop down list) For this, I tried to create different saved views where I have for example :…
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Anaplan + Boomi Integration
Hi Team, I have flow which runs using Boomi. In this flow data being pushed from DB to Anaplan (upload). While running this flow, i'm getting below error message. [1001] cannot parse the JSON response. HTTP Response: Unable to complete the HTTP call due to a communication error with the remote server.…
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Please tell me how to simplify navigation within a UX page.
Please tell me how to navigate to the appropriate section when a large number of data import buttons and preview grids are placed on the same page. Since the current UX does not support a hyperlink function, are there any alternative solutions or ways to represent the page in a simpler manner, even when there are a vast…
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Problem with 2.3.9 Activity: Historic Volumes to Baseline Forecast
Here they say that the module DATA03 Historic Volumes , the Historic Volumes data is already loaded in the Data Hub model .But I think that there is a problem here because I don't have the same format as they show in tthis activity? Can someone help me with that please ?
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Event recording available: Anaplan Data Orchestrator
If you missed our spotlight event today on Anaplan Data Orchestrator, a recording is now available. This session — ideal for architects, model builders, integration developers, and enterprise planning teams — will help you better understand how Data Orchestrator fits into your broader integration and automation strategy.…
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Automate/Improve Resetting Next Item Index for Lists
Problem: There is no automated or pre-emptive way to reset the “Next item index” on a list without first clearing the list. Issues Caused: When using a data hub with a large data set that is refreshed daily, we regularly exhaust the item index. This causes the import process to fail and results in refreshing of all…
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Extend Audit log retention period from 30 days to 1 year for SOX audit
SOX requirement to retain system audit logs for minimum period of 1 year. Currently Anaplan only retain the logs for 30 days which makes the system non-SOX compliant. Hence it would be good if Anaplan is able to extend this retention period. Also it would be good if we can filter the audit log report so that we can lookup…
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Process doesn't run actions properly, but running individual actions does run properly?
I have a quirky case where I have 4 actions in a process. When I run the process the actions do not perform as expected. When I run the actions in the same sequence separately they run fine. Any ideas what could be causing this and how best to solve it? Thank you, iWonder
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Dimensionality - Formula Help
I have a Price module where customers are ranked based on their unit prices. I also have a Comparison module, where I want to display the names and unit prices of top-ranked customers for comparison. The model includes a Customers list. In the Comparison module, I want to write formulas to bring in the customer names and…
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Allow for line item subset to be more than just number formatted
Description of the enhancement required: Line Item Subsets are often used to build filter modules, as an alternative to using the Show/Hide functionality. Using a Boolean against a Line Item Subset on a filter module makes it very easy to select which columns should be shown or hidden on a dashboard. An example of the…
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Comments in formula
To enhance the auditabilty of code it would be very helpful if developers could annotate the code to explain 'why' in some cases, especially in complex conditional statements. As a visiting consultant i know i am leaving a model in the hands of others and its a good help to them. Other software does this by //make note REM…
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Custom Blue Print View
A simple suggestion to help with the organisation and maintenance of models (and I assume a really simple suggestion to implement): Allow model builders to save blueprint views (in the same way it works for regular views) and even change the default model blueprint view for all modules so that we can change the order of…
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How Anaplan powers reliable reporting
Author: Miki Sato is a Product Manager, Product Management Team (Data Management) at Anaplan. Inconsistent KPIs, scattered data exports, and disconnected BI tools slow down business decisions. This blog highlights how Anaplan’s data and modeling capabilities — especially through Data Orchestrator (ADO) and Polaris…
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Ability to not show Top Level in List Formatted Drop Down
Hello- It would be really great if there was an option, when formatting a line item with a List for drop down selection, if we could exclude the top level from being selected without having to make it its own level in a hierarchy. Maybe a "Don't Show Top Level" box on the formatting screen? This would prevent some…
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Regarding WSA and NON WSA access
Hi, I have a model where the Channel changes based on the input date given by user, we have a Unique key based on the person and the Channel, suppose if the user gives his mail id, change the channel along with date in UX pages and after running the process approve the details of the previous record becomes un-editable and…
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How to appear in the Level 01 Certification Exam
I have been studying from 01 Month about the Anaplan Model Building etc, now I want to appear in the exam for level 01 Certification. Can anyone help me about and guide me how to appear in the exam?
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Easily Get Current Date Using CloudWorks
Almost any model builder has had to come up with a solution to get the current date in Anaplan. We used to build integrations and use API for that. @JaredDolich posted a great article about using python for getting today's date. But this approach has some cons: * You must learn to code or involve someone who can do it.…
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【2025年5月】プラットフォームアップデート
License Management Reporting 機能の追加 ・ご契約内容に対するライセンス消費状況の確認・管理 ・各ユーザーへのライセンス割り当ての実施 Anaplan Data OrchestratorのUX機能アップデート ・データセットのプレビュー機能の追加 Anaplan Data Orchestratorのセキュリティ機能アップデート ・SSH トンネルで MS SQL Server 接続をサポート ・Snowflakeにキーペア認証を導入 連結会計・財務報告機能のアップデート ・ログ出力の機能強化…
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Ability for customers to set time frame for when sessions will time out
A detailed description of the enhancement that is being requested: The Anaplan timeout is currently set at 30 min for ALL users of Anaplan. This setting should be set at the CUSTOMER level so that the customer can control what is an appropriate timeout for their organization. Some may want 10 min timeouts for stricter…
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Not Able to Join the Level 1 Model Building Course
Hey Everyone, I was trying to learn about the Level 1 Model Building Course, when i log in to my system and click on "Start the course" option its showing training unavailable, Can anyone please help me with this @Dikshant and all?
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Announcing a new chapter in the Planual!
Chapter 8: Anaplan Data Orchestrator is now live! Learn best practice rules for connecting and transforming source data, organizing and cataloging Data Orchestrator objects, and integrating Data Orchestrator into Anaplan models. There are four sections that make up Chapter 8: Connect: review important rules pertaining to…
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Steps for building a model
Can anyone help me understand why the following order of the steps is wrong? I have tried two attempts but still can't get it right!!! Step 1. Build centralized dimensions in the model (time, version, lists) Step 2. Build Modules in the model Step 3. Build centralized Import data into modules Step 4. Create User Experience…
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Module Mapping History
Hi All, I have a mapping module that maps GL account to P&L line items. please how can I check the historic changes in the mapping module. Is there any logic to check the the module change log and creating the change in a system module by time dimension to view the users of the historic change that has occur. Also Is there…
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Level 1 Model Exam Activity 5
In Activity 5 of the model building exam, it asks to adjust formulas for EMP02 Employee Expenses module for the Bonus, Car Costs, and medical expenses to reference driver data in EMP03 Employee Drivers by Role module. I have no idea what that means, can you help me?
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ADO: Moving beyond data hubs to planning-aware integration
Author: Miki Sato is a Product Manager, Product Management Team (Data Management) at Anaplan. Legacy approaches to data integration — manual scripts, standalone hub models, or general-purpose ETL tools — often introduce complexity, delay, and governance risk in Anaplan environments. Anaplan Data Orchestrator (ADO) offers a…
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Dynamic renaming of line items
Consider the following situation: As part of a planning process, a planning user requires the following items to be presented in the module: * Current year revenue actuals - year to date, needed to plan for the next year around the third-quarter quarter mark of the year * Current year revenue projection, based on the run…
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Can there be a duplication in Process ID's
Can there be a duplication in Process ID's
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The beauty of simplicity: any level of selection in a hierarchy
Author: Hanwen Chen is a Certified Master Anaplanner and Professional Services Sr. Manager at Anaplan. Use case This is an interesting use case. One of our customers wanted to be able to include/exclude any list item/member in any level of a hierarchy to/from a group. The customer calls the group “Domain”. Domains are used…
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Did You Know: Code for Line Item Subsets
Author: Jonathan Cushing is a Certified Master Anaplanner and Senior Consultant at Vuealta Consulting. The video gives the details of a little-known function in Anaplan whereby you can add codes to line item subsets (LiSS). The video shows: Where to input the LiSS code How it can be used to map a line item subset to a list…