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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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Modulation in Anaplan
Author: Arun Thakar, Vice President in the banking industry. In cases where you have a single DEV model and multiple TEST and PROD models, the situation may arise where one user group asks for a feature that is not required for other users in different models. All too often the answer is to build modules, lists, and logic…
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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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Annual rollover best practices — event recording available!
Last month, we hosted a Community Challenge inviting members to share their annual rollover best practices. We provided prompts to encourage members to share how they prepare for this critical time-of-year activity, their strategies for a smooth and successful rollover, and to inspire others in the Community with their…
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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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user filtering to the top of a hierarchy
I am trying to do something that must be very simple but for the life of me i cannot work it out. In this TEST MODULE i have a normal filter and i apply a logic to the sales volume stating if check? (the customer in the module = chosen customer) then sales volume else 0 and it works 100% as expected, removing the values…
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Average wait time for Workspace Access - January 2026
Hello, I submitted my application for the Talent Builder Program after completing "The Anaplan Way," but I haven't received my workspace credentials yet. Has anyone who applied in the last two weeks received their access yet?
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Convert list to text
Is there a function to change a list value to a text? I want to use the & operator with list values, but it only accepts text. When I try just using the list-formatted line items, I get the error below, so it seems that if I could convert the list selection into text then I'd be fine: The 'text1' argument for the '&'…
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Anaplan connector 3.1.0 for Mule 4 Integration
I am getting below when we use load data Anaplan component for model and workspace. Can some one help on this? details" : [ { "localMessageText" : "Import into FDL001 Data Hub - Casework module failed: The dimensions in the target module do not match the import definition.", "occurrences" : 0, "type" :…
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Reset index of Anaplan List
Hi All, I want to reset the index of a list using API, not sure how to go about it. I am very new to APIs, I went through Anaplan API docs, however, if someone can help me with the step by step process, or any resources it will be very much appreciated. Thanks
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Issue with Scenario Mapping – Line Item Not Appearing as Mappable Dimension in Import Action
Hi everyone, I’m trying to replicate a UX setup where a user selects a Source Scenario and Target Scenario in the UX, and an action transfers data from the source scenario to the target scenario. I reviewed how consultants implemented this in one of our existing modules: They created two line items: Source Scenario and…
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NUX 'Show history' to show action/process changes to cells (per classic dashboards)
Following on from the below thread, Problem: Cell history in NUX is incomplete and does not include all changes resulting from imports/processes, causing gaps in auditability and confusion amongst users when they don't know why things have changed. This works as expected when using a classic dashboard. An administrator…