Recent Discussions

Hi everyone, I’ve been working as a Solution Architect for a few years, and one recurring challenge in Anaplan is understanding what a line item is referenced by. While the “Referenced By” column is useful, I often end up copying it into a Word doc and t just to make it readable and easier to follow. Then begins the…

Hi All, I have mismatched numbers of the Initial account sales Target line item. Dont know where I am making mistake. Please shed light on this. I am sharing the blueprint of TAR01 Detailed sales target module, TAR01 Sales Targets module. Please help to understand where I am wrong. Since its been months I am not able to…

OPTION 1 If you select multiple items and then use Show functionality, the items will appear in the order you clicked on them. (TRUE) I tried this out and indeed they come in order OPTION 2 When creating a saved view for an import, you should use Show so when new line items are added to that module they will NOT appear.…

We are in the midst of creating a PoC for a client to update their current planning process from classic to the new user experience, and want to take advantage of the create form, where we can add a project to their projects list in a specific subset, and make line item selections for the new project added. Currently, any…

Hi I have created a Form in the New UX which contains 2 list formatted line items - L1 and L2. The lists have a Parent-Child relation, so I have set the selection in Line Item 'L2' to be dependent upon the selection in Line Item 'L1'. This works well when we are making the selections in the module grid, but when we select…

Our model has 700+ users so the list is quite overwhelming to deal with. They're also in some who-knows why randomized order. I see no easy way of changing this order short of removing them all and re-importing them in a different order. It would be really helpful to deal with this size of a list by allow admin to: *…

Hello all, I’m having an issue in a UX page where a ‘No data…’ message appears, even though I’m normally supposed to display the code and description of an item. The only way to make the data appear again is to clear the navigation data. But I have to do this several times a day. Has anyone already encountered this…

Hi Community, Can someone help me out? I've been stuck on this user story for several weeks now spending at least 40 hours trying to figure this out calculation below. For line item PY Country and Product Family Sales I can't get to the correct value in order for the Initial Account Sales Target line item to calculate to…

Author: Marc Weinzimmer, Certified Master Anaplanner and Senior Project Manager at Alpha. A tenant split can happen when a company splits into two separate companies. This consists of migrating workspaces (including all models in it) and users from source tenants into a target tenant. Let’s quickly walk through a helpful…

It would be very useful to have an option to change the model at the App level. Currently, we need to switch models individually for each page, even when they all belong to the same model. Instead, there should be a way to change the model once, and have that update applied across all applicable pages within the App

Introducing app rearrangement functionality in Anaplan would greatly enhance usability and organization

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: I was working on a CloudWorks integration from Anaplan to BigQuery. The goal was to load data from Anaplan into existing BigQuery…

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: Similar to Combined Grids where we can combine attributes and values together, if we can have a functionality to create an export…

Author: Artem Shchaulov is a Senior Anaplan Consultant and Certified Master Anaplanner with 8+ years' experience implementing global EPM solutions. In my first article, we established why access management breaks at enterprise scale and why a dedicated User Access Management (UAM) model is the only architecture that works…

Author: Piotr Weremczuk is a Certified Master Anaplanner and FinSys Application Specialist at EQT. In the first part of this two-part article, I explored the non-technical foundations of maintaining complex Anaplan environments: leadership, governance, accountability, and the importance of building the right team. All of…

This article is part of a series on Polaris best practices. Click here for more Community content or visit Anapedia for detailed technical guidance. Here at Anaplan, we're always looking for ways to help you get the most out of our platform. We know that sometimes the smallest adjustments can make the biggest difference in…

In as much detail as possible, describe the problem or experience related to your idea. When designing an App page, there is a need to have page selectors be filterable based on the current context in other page selectors. This is especially true with the adoption of Polaris, where natural dimensionality is more prevalent.…

Hello, I used to find Members in the Design Grid Dialog by typing in a text into the search field and pressing the "Find Member" button. The cursor jumped to the first result within the dimension tree. This does not work anymore. I always get the same dialog as the "Advanced Search" Button. I am using Version…

Hello, it is not possible to select a "level" (only single members) in AnaplanXL/Axis/Edit/Exclude. This is important when you have 2 or more dimensions on an axis and want to exclude a combination of one member of one dimension with a level of antoher dimension. Therefore, I would have to use manual MDX as a workaround,…

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: in the current state, when Selective Access is enabled on hierarchical lists, users are restricted to viewing only the list members…

Currently, we are administering selective access for lists through the model users pane. This process is not very convenient, and it would be extremely helpful for model builders if this functionality could be made available directly on UX Pages by default. At present, we can manage role-based access for pages, but there…

@rob_marshall I feel like you would be able to answer my question, and if you can't then no one can. My question is - using selective access on a hierarchy level I want to be able to look up the user that has access to a particular level within the hierarchy so that I can create a standardized e-mail using the mailto…

Author: Laiza Tagumpay is a Certified Master Anaplanner with a background in Customer Success and Solution Architecture, now happily building and scaling Anaplan as a CoE Principal Engineer in a biotech company. As more organizations adopt Anaplan Workflow across multiple teams, it’s helpful to step back and align on how…

I am being asked to import data into a module that does not appear in the model that I downloaded in the training, so unsure how to proceed.

A mock test for the Master Anaplanner exam would be highly beneficial for learners aiming to clear it on their first attempt

I have a client who wants to apply a custom sort logic, i.e. the same module to have two layers of logic embedded such that they have a logic to sort at the parent group level [Level 1 sort] (qualitative data point), and once the group is sorted (say, alphabetically), then within each group there is a quantitative data…

Hi, I am running an optimizer with Time out limit of 20000 seconds.However post 60 mins it throws the following error: "The solver was cancelled due to timeout, please increase the solver timeout value to solve the problem" Does Anaplan has the limitation of only 60 minutes? Not sure what is the issue. Can anyone please…

[Current Issue] The chart below shows the result when Chart → Axis → Label Format = Manual is applied to the vertical axis (see Note 1). In this case, the amounts on the chart’s vertical axis are not displayed with comma separators, which makes them difficult for clients to read and confirm. Amounts displayed on the chart…

[Current Issue] Currently, when bubbles overlap in a bubble chart, the label name of one of the overlapping bubbles is not displayed. For example, as shown below, the blue bubble and the light blue bubble overlap. The label name for the blue bubble is Name A, and the label name for the light blue bubble is Name B. At…

Currently Workflow has to be started manually. Would like to schedule a Cloudworks task that would initiate a workflow