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Notification Button: Multi selection on Notification action created from UX Page
While configuring Notification button, from UX Page, either we can pre-select all the person need to be notified, or notified based on line item/role configuration. Idea: It would be good if we can let Users choose people who need to be notified, from UI. Like a checkbox based on User list. The user will then check the…
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INV02 - Safety Stock Flag Count line item formula - Level2
I need some pointers to tell me what went wrong. 1) i created SYS08 SKU Details a column Country made in-----PARENT(Supplied By) 2) In INV02 i used the formula---- 'INV01 Inventory Ordering'.Safety Stock Exception Count[SUM:'SYS08 SKU Details'.Country Made In] but i came out the error below. I have P3 aggregated to P1 in…
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Level 2 3.4.3 Activity: Create Country Summary Module
Hi, I completed this activity, however I have many doubts about the figures and that makes me think I could have done something wrong in the setup despite I thought my formulas should be correct.. I have doubts on these figures in the module INV02, the same figures over months. I think my SYS08 SKU details module looks…
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Enable Sorting by Columns or Rows in UX Worksheets and Boards
Description: Currently, Anaplan UX allows limited sorting capabilities, primarily focused on rows in grid views. However, users often need to sort data by columns or rows, depending on the layout and analysis requirements. This limitation affects usability in both Board and Worksheet pages, especially when working with…
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Enable Right-Click Functionality on Any Cell Within a Row to Add/Delete List Members in Worksheets
Description: Currently, the ability to add or delete list members in Anaplan UX worksheets is limited to specific interactions, often requiring users to click on the row header or use action buttons. This can be unintuitive, especially when working with hierarchical lists or when users are focused on cell-level data entry.…
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Ability to Default Close the Additional Insight Panel in Worksheet
Description: Currently, the Additional Insight panel in Anaplan worksheets is set to open if there are cards in the additional insight pane. Proposed Enhancement: Introduce a setting or toggle that allows page builders to default the Additional Insight panel as closed for a worksheet. This could be implemented as: A toggle…
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Enable Native Reporting from Model History Logs
Description: Currently, model history in Anaplan is only accessible via manual export and review, which limits its usability for ongoing audit, compliance, and operational reporting. Users must download the history file and process it externally to gain insights into model changes, user activity, and data updates.…
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Enable Case-Insensitive Filtering in UX Pages
Description: Currently, filters applied in Anaplan UX pages are case-sensitive, which can lead to inconsistent behavior and confusion for end users. For example, filtering for "North" will not match "north" or "NORTH", even if they refer to the same logical value. Proposed Enhancement: Introduce an option to make…
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Enable Moving or Copying MyPages Between Models
Description: Currently, MyPages are tied to a specific model, and there is no native functionality to move or copy them to another model. This limitation creates friction for users who: Build personal pages in a development or sandbox model and want to migrate them to production. Need to replicate similar MyPages across…
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Ability to perform "Insert Multiple Items" function on Board Pages
Today, you can add more than one list member on a worksheet via a "right-click" > Insert multiple items. However, you cannot do this same action on a board without creating an Import action that temporarily locks up the model. This impacts model builders and architects when designing UX pages and all end users needing to…
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List Help
Hi, I have a list of bank loans. In this list, there are some bank loans which are no longer current, but my total of all bank loans includes this in the total. As there will be new loans, loans repaid throughout the period, what is the best way so I can see a subtotal of only current loans? Thanks,
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Polaris Training
Hi Team, I am looking for some training on Polaris Calculation Engine. Someone told me there are couple of videos under the category Polaris Primer Series 1 and 2. Could someone point them to where I can find those? Thank you
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Shaping the future of reporting: How Anaplan empowers every decision-maker
Author: Miki Sato is a Product Manager, Product Management Team (Data Management) at Anaplan. Where insights meet action — right inside the planning platform. A new chapter in reporting Today’s decision-makers need more than static dashboards. They need fast, clear, and trusted insights — without relying on experts or…
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How to add coulmn to show % from overall total??
I want to add another coloumn to show percentage for example level 2 % will be equal to 34/total no of inc and so on? how to do that
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Numbered list
After Importing into a numbered list, the list contains Number, how to show the Name instead.
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Clarifying Anaplan’s SSO X.509 Certificate Rotation Process
🔐 Understanding the Anaplan X.509 Certificate Rotation Email (Note: This email is sent to Tenant Security Administrators or Tenant Administrators within your Anaplan Tenant) When you receive an email from Anaplan like this: Email Sample: Hi, Your Anaplan Certificate for SSO needs to be rotated by July 16, 2025 (IST) for…
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Import into new User subsets
Super excited about User Subsets. However, we will need the ability to import into the user subset to make it useful. Another potential workaround would be the ability to use roles to auto populate the subset.
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Access to Modify Hierarchy for Geo Mapping Functionality
Hi, I am setting up Geo Mapping functionality for the first time at my company and having an issue where regular (non full access) users can view the Geo Map; however, they are not able to re-assign a country to another sub-region. Does anyone know what access requirements are for this type of action? TIA!
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Anaplan Polaris – Calculation Effort
This article is part of a series on Polaris best practices. Click here for more Community content or visit Anapedia for detailed technical guidance. What is the Calculation Effort column? The Calculation Effort column is one of the Blueprint Insights contained within the blueprint view of a module (or the line items tab)…
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Update on Anaplan Workspace Availability?
Hey all, I had finished my Talent Builder application about 1 week ago (5 business days). I am looking forward to complete the Lv 1 training prior to October and was wondering if there is anything out there regarding workspace availability/ waitlist? Thanks
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Multiple Sheet Add in Connection
Hi everyone, I have 2 questions about excel add in Refresh Multiple Connections function: Does the refresh multiple connections functionality refresh only the dimension selected on the selector (for example July 23) of the module/excel sheet or all the data present in the module? 2. In case of many sheets connected to…
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12.4.3 Activity: Create Saved Views for Size Margin Report
How to set the filter as 'Forecast Months Only' in this Size Margin Report? When I clicked filter, I didn't find place to filter 'Forecast month'
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12.4.6 Activity: Create Saved Views for Employee Expenses
When I follow the instructions on this lesson, and set the filter as forecast period, my result is as the 2nd screenshot, it just showed monthly data, not aggregated on aa yearly basis, while the lesson result aggregated on yearly basis. How to fix? My result: Lesson result:
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Anaplan security automation
Author: Steve Meekins is a Certified Master Anaplanner and has worked in the Anaplan ecosystem for over 8 years. Steve has worked in both industry and consulting and has successfully architected over 50 end-to-end EPM implementations. The challenge Security management is no simple task for organizations that have several…
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Multiple Lookups into DATA... module?
I have 3 hierarchies, Customer (C1-C9), Developer (D1-D3) and Product (P1-P6). I also have a combined list C10 which is C9_D3_P6. I have a DATA Rebates module with a LOAD list dimension and properties for C6, D2, P3. I have a reporting module with C10. I've also got a PROP C10 module with line items for each of the items…
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Level 2 - 3.3.5.2B Shipping Line Items : check your work
Hello, In the Level2 Sprint 3, I completed the 3.3.5.2B Shipping Line Items exercise, however when checking the content in the module the figures are not correct, despite I'm quite confident the formulas should be correct.. I run the process 9 as reported in the hints, I did not get any errors.. unless I missed something…
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Level 2 - 3.3.5.3 Check Your Work: issues with the figures in the module INV01 Inventory Ordering
Hi, I completed the formulas in the module INV01 Inventory Ordering, however the figures do not match what reported in the training: this my module these the formulas The Confirmed Purchase Order Receipt value is expected to be 8,194 while in my case is 8,116 In the In Week 5 FY20 column, the Reorder Flag is expected to be…
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Bulk processing with Workflow
Author: Dave Waller, Principal Product Manager at Anaplan. While Workflow has been fine tuned for progressing single items through a business process, typically using forms to create new list items and then syncing workflows to that new item, there are some situations where there is benefit in processing new items in bulk.…
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History Pull Inconsistent Record
I pulled the history log for a specific time period and filtered it by module, line item, and list items. I'm trying to understand how to interpret this history: Row 1: Previous value was 0.5 → changed to 1 Row 2: Previous value was 1 → changed to 3 Row 3: Previous value was 0.5 → changed to 3 Row 4: Previous value was 3 →…
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Generate a downloadable file within workflows
It will be great to have Workflow supporting export actions and generating downloadable(Physical) file like the Actions→Process does in Anaplan Model to avoid using additional API as medium just for Export. We can automate Export action also along with other actions (Templates) and avoid publishing one extra action in…