Recent Discussions

Author: Andrew Barnett is a Certified Master Anaplanner and Vice President at PJT Partners. Having worked at several firms in the Anaplan ecosystem, both on the partner side and as a customer, I’ve seen firsthand how critical it is to hire and develop the right Anaplan talent. Bringing an experienced Anaplanner onto your…

1. Idea description Enable Excel-like filtering for Date fields in Anaplan.Currently, Date filters only support conditions (e.g. equal, between), requiring manual input.It would be helpful to have a value-based filter where users can select specific dates from a list using checkboxes. 2．Example of enhancement In Excel,…

It would be very helpful to Adding a chatbot to the Anaplan Community could make it much easier for members to get quick answers to common questions, clarify doubts, and even be guided toward the right resources without waiting for human moderators.

Today we can select within our Date dimension Total Year or Quarter. We would expect that the system with apply the calculation on the related months underneath. But this seems not to be the case. Only when we specify a single month the calculation will be applied. During year-end close we have to adjust certain movements…

Hi, I have a doubt in level 2 sprint 3.4.3 Activity: Create Country Summary Module I did the following :- Step 1 → Created a new column "Country Made in" in SYS08 SKU details Step 2 → Wrote a formula Parent(Supplied By) to bring parent of the location i.e. country in "Country Made in" column Step 3 → I have written the…

Hello folks! We are facing a problem with our existing imports. It's set up to clear target prior to importing the data, and in the past, accidentally, the line item mapping tab has been set to clear All Items. Until last week, the import was cleaning only the mapped line items, but now it's cleaning literally all line…

The instructions mention uploading three screenshots, but I mistakenly understood that there would be three separate submissions. As a result, I only uploaded one screenshot Could you please advise on what I should do in this situation? Should I send the remaining screenshots via email to Anaplan, or should I wait for the…

We would like to ask about an issue with the Intercompany Matching Report. We have executed intercompany matching; however, the results are not being reflected correctly in the report. We have outlined the steps we implemented below and would appreciate it if you could advise whether anything is missing or incorrect in our…

I would like to ask about the specifications for the Workflow Process Log. Background We have confirmed that the Process Log, which can be viewed via Explorer > Workflow > Process Log, is no longer visible after a certain period (approximately 3 months). However, we have received feedback from users that this retention…

Hi All, In the Anaplan Level 2 Sprint 3, lesson 3.3.5.3 Check your work , in INV01 Inventory Ordering module I am getting the individual product values for all line items correct like beginning and ending inventory whereas at All Products Level I am getting Beginning inventory and Ending inventory wrong. Please help. Have…

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 currently have a CloudWorks integration that exports data from my model to a Google BigQuery table daily. Due to an issue in…

I have difficulty with “Custom views” in Activities 13.6.5 and 13.9.3 where I select Custom View but cannot Filter Time Dimension. The instruction is "Filter: Time - show only Forecast Months" Could anyone please help on this issue.

To have a list of solved issues & requests is great, because we can learn from it. But to find a ticket of an issue that has occurred before, I need to perform a search with keywords over the list of tickets (on the support page of portal.anaplan.com). There is a Search field on top of the page of my case logs, but that is…

I am trying to set the model in Time to be only months and remove Quarters and FY. For example the course structure example is the following: Although my results include Q and FY: I already tried changing the summary and leaving none for time Time Summary, all it does is to leave it blank, but still showing.

I would like the ability to wrap text in list member name or display name, especially when its pivoted into rows. On my views, I pivot multiple dimensions into my rows. I would like to keep the "row columns" small, since they aren't a huge value add. The problem here is that the list name gets cut off. There is so much…

The open and close cards from the insights panel is great functionality. My ask is the ability to have more cards expanded. For example, I would want the main grid, and 2+ secondary grids expanded at once. This impacts all end-users.

There should be more resizing options in the UX. It would be nice if Page Builders could control the default, and end-users can dynamically adjust. Idea 1 The ability to resize the grids/graphs/sections on the fly. I imagine this similar to when a second card is expanded on a worksheet, the user gets the ability to change…

Hello Everyone, * Stock Exception count by product SKU and total for the parent Product at monthly, half-year, and year time periods. Can anyone please help on this? I am not able to upload data on SKU level in UX page. Thanks

Author: Timothy Peterson is a Certified Master Anaplanner and Senior Delivery Associate at Spaulding Ridge. Greetings Anaplan Community! Hello and thank you for checking out my ‘How I Built It’ tutorial. In this video, I will showcase how you can leverage ratio and formula summary methods to flag different hierarchy list…

If you missed our spotlight event on Anaplan Community Experience: Workflow Expanded, a recording is now available. Anaplan's Elizabeth Schera and Chris Stauffer share insights and strategies to optimize your processes. Presenters highlighted how to thoughtfully design workflows around real business processes rather than…

Updated September 2026. Anaplan XL Reporting (AXL) is a powerful solution bridging the robust planning capabilities of the Anaplan platform with the familiar flexibility of Microsoft Excel. It allows you to interact with your Anaplan data dynamically, right from your desktop. To use it effectively, it helps to understand…

Hi! Welcome to the Model Optimization team's monthly blog post. This is an eight-part series, following the topics we see occurring most frequently in slow customer models. Our aim is to inform and guide how to build with best practice intentions for these model building topics. Each month, two of our analysts will take…

We currently use a CloudWorks integration to writeback data to Google BigQuery. This is part of a multiple stage integration, actualising the model, updating dimensions and finally writing back to a BigQuery table. Due to an issue, I had to build a workaround to the process using ADO and scheduled using Workflow, which…

Hi! I'm currently trying to set up an example for the forecaster and I'm running into various issues. At first (and I managed to resolve it by now) my data collection creation failed without any error messages. Next, after I managed to create it, my forecaster model is stuck on status 'creating' for 1.5 hours already. Is…

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…

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…

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…

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…

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,…

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…