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How to roll back a production model to recover lost data
Author: Jessie Zhao is a Solution Architect and Certified Master Anaplanner at Anaplan. Working with a model in ALM has a lot of benefits. These include building new features in a development model anytime without affecting production users, securely managing production lists by identifying structural data that needs to…
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Lack of Dynamic Linking in Additional Insights
Would be helpful to have a more automated way to input line items/changing numbers in a text box inside Additional Insights, currently all the text must be manually inputted.
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New midpoints in Conditional Formatting unintuitive
Adding new midpoints in conditional formatting is unintuitive, as new midpoint must be between the previous and the next one, requiring for all the midpoints to be changed to accommodate the new one. New midpoints should be automatically put in the right position based on its value.
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No option to filter in Pages dimension
There is no way to apply filters to the Pages dimensions by item (with different filters per item in context selector). This significantly limits the ability to create visualizations and often forces us to create saved views in the backend.
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Conditional Formatting in "Calculations" section in grid
Currently, conditional formatting can only be applied on "Calculations" items based on their own value. Being able to apply conditional formatting based on line items could be helpful to use inverse, percentage and many other specific criterias.
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Individual cell formatting
Currently, grid formatting can only been done by dimensions, it could be helpful if formatting could also be done by individual cells, as sometimes a cell doesn't follow the same pattern as neither the row or column.
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Kindly help me to understand how I can achieve this?
I have two modules. In the first module, when I select "America," its child fields should become editable. If I change the value of any child field from zero to a non-zero value, all other child fields under "America" should become non-editable, except for the one I modified. If I revert that value back to zero, all child…
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Open source module link in NUX
Suggest to add the "Open Source module" ability to the NUX, incl. the current analysis options available in the old UX. Right now our users can use the open source module function in the old UX whenever they want to dig into the details, see all the underlying formulas/comments, and do ad hoc analysis. Especially, the…
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Evolve your Anaplan ecosystem with enterprise governance
In this article, you'll find resources to support evolving your Anaplan ecosystem with enterprise governance. This broad topic was covered in depth during Anaplan Live! 2022 — including focused discussion on Centers of Excellence; model governance; workspace architecture; data hubs and data integration; build and…
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[Start Here] User Access Management - Part 1: Get Started
A foundational design element of any Anaplan model is User Management. This includes creating the design within the Anaplan model and app, as well as establishing the process for managing and maintaining access once users are active. The table below contains questions that are typically asked as part of the Foundations…
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Iterative Development in Polaris
This article is part of a series on Polaris best practices. Click here for more Community content or visit Anapedia for detailed technical guidance. As Anaplan solution architects and model builders begin to develop in Polaris, it's important to consider how you approach the development workflow. In Polaris the upper limit…
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The digital transformation of valuations
Author: Taylor Giesler is a Certified Master Anaplanner and Director, Enterprise Performance Management at Alpha Alternatives. The digital transformation of valuations is driven by several key trends that are reshaping the financial industry. Firms are increasingly adopting digital solutions to solve these problems, and…
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Import Data into Historic Volumes Module-can anyone help me out?
Hii all, Currently I am working on this activity in sprint 1 level 2 model building, I am facing an issue while mapping the data, can you please help me out where I made a mistake. I attached all the pages for your reference.
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Any way to find out which user joined the Anaplan workspace and at what data and time?
I have a requirement to sort based on when users joined the Anaplan workspace.
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Is there a shortcut to go to the module referenced in a formula?
Some of my time is spent working through models to see how everything is connected and im just wondering if there were any shortcuts to access modules referenced in formula more quickly? Currently i'm looking at the formula and then manually locating the module from my modules list to then open it. If no shortcut exists I…
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Display images in Excel directly exporting Anaplan NUX grid
I have published a grid in NUX with images visible for each of the items by using URL. Now, there is ask in which users would like to export the grid In Excel with images visible. Is there a way to export the grid with the images visible in Excel?
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【2025年4月】プラットフォームアップデート
New UXの機能アップデート ・未分類ページの並び替え ・テキストカードの最大化およびコメントのオプションの非表示 モバイルの機能アップデート ・モバイルでのグリッド条件付き書式 モデリング機能のアップデート ・モジュールページの機能強化（ベータ版） Administrationの機能アップデート ・モデルページの新しいユーザーエクスペリエンス https://us.v-cdn.net/6037036/uploads/DDQ7ETKSWJXU/anaplan-platform-update-april-2025.pdf 新しいユーザーエクスペリエンス
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3.3.12 Activity: Create Product Replenishment UX Page
why I can not add the month as well I was only able to sync weeks
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Building a Center of Excellence
Overview Standing up a Center of Excellence is complex. There are many decisions to be made. Here are some of the materials to help get a basic understanding of building a CoE that are part of our CoE Success Accelerator Workshop. What is a Success Accelerator Workshop? Anaplan offers targeted workshops, Success…
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Level 3. Build Sales Role and Sales Reps
Hello, Sales Role and Sales Reps# are flat list in Sales Planning Model. In the Sprint2, the ask is to create import to build them up. I am using SYS09 Employee Details module in Data-Hub, but it is not working. Any Advice? Thanks
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Card maximizing and comments enable/disable
Hello, Could we close the ability to maximize and comment on cards all at one time, rather than goin
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Conditional Formatting in Org Charts
Hi, Can anyone help in understanding what does the 'line item' selection does in Conditional formatting for Org Charts? Right now, this seems to be doing nothing. We have a requirement where we want to change the color of the node based on a line item value. I have been wondering if there was any way to do this? Any help…
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Share your boards, reports, and worksheets best practices — May 2025 Community Challenge
We’re kicking off a new Best Practices Challenge this month! Each Challenge highlights a specific topic where Community members can share their expertise, exchange ideas, and learn from one another. This time, we're focusing on the topic around boards, reports, and worksheets. Below are some prompts to spark your…
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Anaplan XL Enhancements
There are few things which I thought would make sense with respect to user using Anaplan XL: Creating Anaplan Connection: Currently creating Anaplan Connection gets active the moment we select module from a model, but still we can build reports from Any module of that Model. So its ideal to have ability to create…
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Accesing Anaplan XL
Hi Team Anaplan XL is real dark horse and its amazing strength for Anaplan. Further the vision is to include it as part of app for new sales and existing new implementations. Keeping this in mind its ideal to follow this experience: Under "Home" Menu in Anaplan give the option to access Anaplan XL First time user would get…
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Does S/MIME Certificate Renewal Impact Anaplan Connect Functionality?
Hi Community, We are currently using Anaplan Connect to run scheduled batch scripts on a daily basis for data integration. A query came up regarding the renewal of an S/MIME certificate (used primarily for email encryption and signing). I wanted to confirm: 👉 Does the renewal or expiry of an S/MIME certificate have any…
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Issues in creating workflow
I am trying to create a workflow for below scenario - Module - dimension is number list rolling to division . Three line items - user ,approve ,reject 3. I want to create WF ,so that approver can either approve or reject individual row item . 4. Below is screen shot of workflow . My requirement - user click on Line item…
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Introducing the Optimizer Toolbox
What is the Optimizer Toolbox? The Optimizer Toolbox is a Model Builder’s reference guide that details common linear program constructions for themes such as allocation, scheduling, and time-phasing. Each theme is dissected in a sequence of modules that progress from simple to complex. For example, the “drawer” on…
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May 2025 Community Member Spotlight: Marina Ketelslegers
Meet @Marina Ketelslegers — our May 2025 Community Member Spotlight! As a Certified Master Anaplanner with five years in the Anaplan Community, Marina has shared valuable insights and ideas that have helped other members along the way. Check out her spotlight to learn more about her path, her favorite Anaplan tips and…
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April 2025 Community Member Spotlight: Alexandru Pavel
We’re celebrating @alexpavel in our latest Community Member Spotlight! For the past eight years, Alexandru has been a steady, helpful presence in the Community — with over 500 comments, and a role as a Certified Master Anaplanner and a Community Boss. He consistently shows up with thoughtful insights and a genuine desire…