Recent Discussions

Previously, we have used display names in system modules for our numbered lists and then referencing that from the list property for the display name. When using ADO though, that means creating links for each of the parts of the hierarchy as well as links to the system modules that contain the inputs for the display names.…

In the Sales Planning model, create two lists to import data from the Data Hub model. The first list should include the data that will identify the relationship between Sales Reps and the country where they are located. Q: Employees list keeps showing as a unique id instead of the employee name when importing from data hub…

Name: Dhanesh N. Kalkar Location: Mumbai Certification: Anaplan Model Builder Google Project Management Anaplan Way Educational Background: DME, BE (Mechanical Engineering) Profile Summary: I’m a Technical Consultant with over 11 years of experience, increasingly focused on leveraging automation and connected planning to…

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 our company, we operate with models that are significantly large, both in terms of data volume and the number of users interacting…

A CoE becomes essential when you own Anaplan Author: Stacey Borne is a Certified Master Anaplanner, former Anaplan Center of Excellence Leader, and runs the Certified Master Anaplanner Program and Anaplan Center of Excellence Programs at Anaplan. You don’t need a large team to have a Center of Excellence, but you do need…

In the member selector advanced search or basic search is used. It depends on the limit defined in Anaplan XL Options (data options, limit for quick search). However, if the limit is exceedet, the default search type "begins with" is NOT used in advanced search. (contains is used)

Hi, So I'm playing around with trying to build a Cash Flow Model in Anaplan that is on a Daily Time Scale [WeekDay Function I plan to use] and has Line Items of different Accounts in the company that must stay at a min/max balance daily. I want to try and make this an Model that will automatically allocate the money around…

Hello, I have a problem with this activity. I checked previous solutions, but it doesn't work for me… I attached screenshots: Thank you !!

Hi, I'm working on some data that I'd like to present as a cascade chart, but I have no idea how to do it. Unless I'm mistaken, this type of chart isn't available by default. Do you have any tips or advice? Any examples? Thanks in advance, Julien

IFO returns true for the first occurence of a value against a specific list formatted dimension. i would like the possibility to validate against the time dimension as well.

Author: Casey Pham is a Certified Master Anaplanner and Director of FP&A Systems at Yext. In this ‘How I Built It’ video I'll show how I built a model and process to run a sensitivity analysis. Tens or hundreds of scenarios without overloading the model with too many scenario list items and manually updating driver inputs…

When you hook a Teams chat into a workflow, it returns an error rather than indicating success despite actually sending the Teams message.

We use shortcut elements on our dashboard to share reports with our user groups. Yet when we click on this shortcut the report will be opened within the browser. Certain reports we would like to be opened within desktop Excel. Can you pls add an extra option to the shortcut element, so that we can control how the report…

need to import the employee details from .CSV, and i was able to map the start date, current salary and commission% from the sample file. However the names and country are not getting mapped. Could someone help me out here SAMPLE DATA RESULT AFTER THE MAPPING - ONLY start date, current salary and commission% THANK YOU

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 earlier versions (XLCubed and FluenceXL), users always started directly in the folder tree, whereas now it takes quite a few…

Current Behavior For the currency conversion (FX) calculation process, only dimensions from the default consolidation model are supported. However, the system currently displays (or allows selection/entry for) dimensions that belong to non-default consolidation models, even though they are not used for FX calculations.…

Fluence consolidation is missing a security log that would enable to track changes made to application security. With this log missing, we have internal controls deficiencies. Please add a system log similar to the journal entry log that would track who made what changes to the security and when.

Hi! I would like to propose the creation of a new Administrator role within Anaplan. Currently, the only way to manage users within a model (outside of the Administration tab) is by assigning the Workspace Administrator (WA) role. However, the WA role requires a Model Builder license, which is significantly more expensive…

I would like to request the ability to use formula-driven display names for Line Items, similar to how display names work for numbered lists. This feature would allow the display names to automatically update based on the model’s current period settings. For example, if I have a line item named "FY25 Budget," it would…

There should be a syntax to add comments within the formula. All programming languages provide this feature, for example: /* comment */ is used in Java, plsql. This will help to temporary remove any part of the formula for testing or add meaningful comments for reference.

Hi I'm going through the training for The Anaplan Way and have come across several references to an Anaplan Way app. Clicking on the link in the training brings me into the Anaplan App Hub rather than to the app itself. I've done general searches but have not been able to locate this app - can somebody please point me in…

Author: Sripriya Rao is a Tech Lead at Prudential Financial and an Anaplan Solution Architect. Anaplan flat lists maintain an internal index that can keep increasing over time, even if list items are deleted. When that index reaches the platform limit, imports into the flat list can fail at the platform level — sometimes…

Hello, At present, the parent (subtotal) is always displayed above its detailed elements when drilling. This behavior cannot be modified through grid options, drill settings, or workbook configurations, and there are no hidden parameters or prerequisites to enable a layout where the subtotal appears after the details. The…

Currently in FCR, I am attempting to delete a custom dimension that was added to a default consolidation model. I have the appropriate permissions enabled and am able to delete dimensions from other consolidation models that I have created. However, for the default consolidation model, the trash icon is disabled (grayed…

Hello Anaplan Community: When reviewing a comparison report for a new revision tag today, my team and I noticed two changes to a bulk copy action. The changes in the comparison report for this action are "Allow Writing To Current Period" and "Allow Writing To Periods Prior To Switchover" The previous values were "-" and…

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: The IRR function in Anaplan is calculating the final IRR based on the entire cashflow over the timescale. We need it to calculate it…

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…