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Filtering line items or lists by another list
I have a module of multiple different input line items, but those inputs vary by the elements in a list. For example the North region (list item) has 2 of the 5 inputs, and the south region may have all of the inputs. I want to be able to use a filter to only show those applicable input line items for its respective list…
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Drill to Transaction Functionality in the New UX
Bringing this up again as the previous post from "5 years ago" is gettling lost. We need drill to transaction on the New UX, it is stopping us transitioning to the New UX Dashboards, as we use it daily, even hourly in our Supply chain function. Are there any plans to add Drill to Transaction to the new UX Please?
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Drill to Transaction Functionality in the New UX
Drill to Transaction Functionality is considered critical for some partners/clients as it's functionality that has no alternate solution. I have heard specifically from FP&A implementations regarding allocations, as well as ICM use cases, but would love anyone giving kudos to leave comments with additional examples of it's…
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Is there a plan for further release of Anaplan to add Module labels instead of using dummy modules?
I am completing the Anaplan Level 1 Model Builders, and surprised the training recommends dummy data. Using dummy data is a red flag with auditors and should be added as an additional attribute in the system.
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How I Built It: Center of Excellence App
Author: Marina Ketelslegers is a Certified Master Anaplanner and FP&A voice for Anaplan and AI passionate about CoE support, solution architecture, and training. Hello Anaplan Community! I’m sharing a short walkthrough of my Anaplan Center of Excellence (CoE) App designed to help new CoE leads set up their CoE with clarity…
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Anaplan Data Orchestrator (ADO) outbound connectivity
Author: Reena Sethy is a Principal Product Manager at Anaplan. In Anaplan Data Orchestrator, you can manage data integrations, prepare and transform data before you load it into Anaplan models. It automates data loads into Anaplan, and transforms raw source data into a format that matches Anaplan’s import requirements…
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Module Information Visibility Restricted for Non‑Admin Users on Anaplan page
Why are non‑admin users unable to view Module information on the Anaplan page, while workspace administrators can? (After click the three dots on the grids right up corner) Are there any configuration options that allow non‑admin users to view module details without granting full workspace administrator access?
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Allow the end-user to set their own language preference for a model within their settings.
Description of the enhancement required: Allow for Workspace Admins to configure the Platform in English but support alias tables that allow end-users to switch between different languages (i.e. English to French, etc.) An example of the enhancement: Allow the end-user to set their own language preference within their…
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Drop Down Menu for NUX
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: A dropdown menu / fold option as a UX element would be extremely beneficial for users who want to extract important information or…
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Freeze Panes by Default on UX Pages
I would like the ability to set certain rows or columns on UX pages as "frozen" by default. As of 2023 end users can select certain columns or rows to freeze, but it would be a major improvement to be able to have those frozen panes apply to all users.
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ADO connection from postgreSQL
Hi everyone, I am trying to create a connection ADO from PostgreSQL, but I consistently receive the following error: Failed to establish a connection The following message was sent from the target system: The SSL certificate is either invalid or not in unencrypted PEM format. Please check your certificate and try again.…
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Lookups to apply to LISS Parent Line items
Hi Anaplan Community, I'm encountering an issue with my Anaplan model where a lookup function isn't picking up values from line item subset with line items that have "Is summary" turned on. If I keep the "Is summary" checked in the source module, the only way I can retrieve the values in this line is by using the "SELECT"…
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How connect ADO TO FCR
Hello, I want to connect a data set or a transformation view of ADO to FCR. I already have the staging tables and data imports ready in FCR, but I don't know what steps I need to follow to make the connection... Is there any documentation or a guide?
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Getting data integration right: Best practices for building robust, scalable connections
Author: Dmitri Tverdomed is a Data Architect and Director at Zooss Consulting. Data integration isn’t just a technical exercise anymore — it’s foundational to a business’ ability to move quickly, make informed decisions, and scale sustainably. Whether you’re integrating Anaplan with upstream data platforms or pushing model…
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New User Experience (Report) Filter by user bug?
I have a question, is this a filter bug? The initially setup for this slides is based on Store A (with 5 years data), but then after i tried change to 4 years, 3, years, 6 years, the filters doesnt apply even after refresh. It only reflect when i go to the card configuration > filter > apply. Store A with 5 years data…
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Forecaster Explainability Results Clarification
We transitioned from PlanIQ to Forecaster and started importing explainability results into the model. But I’m struggling to interpret some of the since there is no information in Anapedia. Here are examples from the sales explainability results list: Historical: trend (ETS, ENSEMBLE) Historical: linear_trend (ENSEMBLE,…
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How I Built It: Dynamic Allocation Order
Author: Kndia Davis is a Certified Master Anaplanner with five years architecting scalable Anaplan models. Dynamic allocation order is a foundational requirement across many industries, whether you’re distributing inventory, assigning capacity, or prioritizing financial allocations. In most Anaplan models, this allocation…
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Combined Grids: examples in accounting and construction
Author: Jonathan Cushing is a Certified Master Anaplanner and Senior Consultant at Vuealta Consulting. As a Chartered Accountant and someone who has experience in both in-house consulting roles for housebuilding and construction companies, I was excited by the release of Combined Grids in Anaplan. For years, when end-users…
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BETA View - Search Module option and the Export Modules functionality
Enabling the Search Module option and the Export Modules functionality in the Beta View version would be extremely helpful for model builders. While optimization it will help to find where module published on UX and referenced.
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Level 1 model building - Numbered emp
Required import My import Can someone help with this? How to get the name of the employees in above e.g. instead of #1039 get Shala Engle.. Thank you,
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Online Access to Fluence Training
I know its a bit early (and a bit cheeky) but wondering whether the usual/fab/free online training is in the pipeline? 🤞 Thanks M
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Fluence Learning path and login?
Hi Anaplan Community, I want to learn Fluence and the related functionalities, in that regard, I found the below courses on searching Fluence on Anaplan Academy. 1. Can anybody please help me the right order in which I should take up these courses? 2. How do I login to Fluence? Is it something that can accessed via Anaplan…
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Dividing (not formating) all the results by 1000
Hello, Is there a quick way, in Anaplan XL to divide all the results by 1000 without creating a measure for every row or every column?
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Subset Update on Selective Access Enabled list - Workaround Suggestions?
Hi All, I'm Currently Optimising some of our Cell-Count Intensive Reporting Modules, I've an almost working solution except for this limitation I'm facing. We've around 5-6 Reporting modules in our model which is Dimensioned by Levels of Promo Hierarchy X Users, promo Customer Hierarchy X users. Since the promo customer…
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Role based security filters for Anaplan XL reports
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: We have multiple legal entities, and each entity contains the same set of functional departments (HR, Finance, IT, Administration,…
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Trash Bin in ADO
In case an object is deleted by error, it should be retrievable back from a trash bin.
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How to Combine AI Technology with Anaplan
Any idea —- How can an AI‑driven monitoring layer be built for Anaplan integrations to analyze logs, schedules, and execution results, and generate contextual alerts for support teams when failures occur ?
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New UX : Source model selector unsable from page to page
Hi Sorry for the repost if somebody already realized this issue. A client implemented to new ALM feature for the standard UX. She realized that the selector can randomely switch form one source to the other while switching the page. Of course it's very dangerous. She is performing some UAT on the DEV and suddently she…
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User Access Management in the UX
Author: Lis de Geus is a Certified Master Anaplanner and Customer Success Consultant at Bedford Consulting. Setting the details of a user’s access is usually a job for the workspace admin: decide their role and selective access to lists members. However, the Users tab is not always the friendliest, especially when thinking…
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How I can enroll for Level1 training
I am interested to learn Anaplan as part of my new role. How I can enroll for self instructor training?