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Top Level Item and Parent Hierarchy
Lists in Anaplan have two main settings related to how data is aggregated: * Top Level Item * Parent Hierarchy They may both be set on the “Configure” tab on the List settings screen. Top Level item This list has been set to have a top level item, “All Regions.” When used in a module, the top level item contains the…
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Speeding up ADO data syncs with Workflow
Author: Mark Warren is the Architecture and Performance Director at Anaplan. Anaplan Data Orchestrator (ADO) is used to connect, transform, and manage data from various sources to be used in Anaplan models. It is a data management system that enhances integration, efficiency, and data governance within the Anaplan…
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In 2.3.10 of Spring2use an intermediate module to align the source with the target
In Sprint 2, Create Demand Forecast, "Remember that Anaplan can automatically aggregate data upwards (from lower to higher levels) in the hierarchy, but in this case you will It is necessary to use an intermediate module to align the source with the target", for the second half, how to achieve it?
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Converting Fake Time to Native Time in Anaplan Polaris
In the world of Anaplan, "Fake Time" lists are often a necessity when native time doesn't offer the flexibility your specific business case requires. However, the real magic happens when you can map those custom list items back to Native Time Periods. If you are working in a Polaris-enabled model, efficiency is the name of…
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DCA is active for an ID, but data is invisible
For a line item, where DCA read and write both accesses have been provided to an ID, but that person can't see any value. The ID has full access to the model, only difference is, the ID is not WSA. Can this make any difference? To clarify more, that particular line item has four dimensions, i.e., Users, List1, SS:List2,…
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Manage Conditional Formatting Lost Progress
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: When in a View and adding conditional formatting, if you click the x in the top right-hand corner while you're editing a rule you…
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How I Built It: Rethinking scenario planning with Polaris
Author: Philipp Erkinger, Certified Master Anaplanner and Principal Solution Architect at Bedford Consulting. Dear Anaplan Community, The Anaplan Polaris Engine has brought a significant transformation in the way I construct and design Anaplan models. Over the past three years, I have had the privilege of working on…
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REST API V2 after 16-Feb-2026 for CA Certificate authentication
Hi Does anyone successfully find the correct way to adapt the REST API scripts according to the new API v2 CA Certificate standards: adding the new parameter "encodedDataFormat": "v2". I tried to prefix the payload used to generate the encodedData and encodedSignedData by using the timestamp (also UTC), considering 8+92 or…
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ISFIRSTOCCURRENCE returns duplicates due to extra dimension
Hi ALL, As shown in the screenshot: Columns are Locations and D2 Roles. Each Location is mapped to a Final Region Set (e.g., Toronto).The module is dimensioned by Locations and D2 Roles. I want to export this mapping to another model, but in the target module, I don’t need the D2 Roles dimension. When I try to use…
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Filter dropdown for form action
Hi, I have a form action button that adds a L5 list item to a hierarchy. L5 does not have selective access but L4 does, but I still see all L4 list items in the dropdown when I trigger the form. How can I only view the ones I should have selective access to? L5 does not have selective access. L4 is also a selector on this…
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Finding History for List Item Creation and changes
Dear Hive Mind, Do we have a way to get the history of a particular List Item, from its creation into a model up until its removal ? I am trying to chase when / how an item has been added into a model and how / when it would have been deleted and then recreated with the same code. Is there a pattern (manual or API) to get…
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Update columns in a source
Hi, i have a source that uses a connection to Skutrak, and i selected 3 columns when i created the source, now i want to bring in a 4th column, do i have to recreate a source from scratch and then use that in a new transformation view and do all the work i did again, or can i update the source column selection, and add the…
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Level 2 3.3.5
I am having trouble with the result of the formula I have input. Can anyone help me what's the problem why is it just showing 13,000 and 0? Below is the screenshot
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Module 1 Missing Data
Good afternoon, I am working on Module 1 and I have downloaded the Example Model into my workspace. Upon completing the activity 1.4.2 where they ask to "Find the price of Fuddy Duddy in Tijuana" I am having a hard time navigating the model and actually finding the data. It seems empty.
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Ability to Apply Filters before downloading Model History
Currently, If I want to check history to view some activity on a specific module or list, but I am not aware of the dates when that change took place, It takes forever for me to extract the history for downloading 'ALL' change history and locate that change. I face issues especially when the changes are too many and file…
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L2 Conclusion - REP05 Local Currency
Is there any issue with the formula for Local Currency? - Although it's fetching the correct result, want to check if there is anything else I'm missing. regards Sudhir
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A four-lens metrics system for Anaplan CoEs
Author: Marina Ketelslegers is a Certified Master Anaplanner and FP&A voice for Anaplan and AI passionate about CoE support, solution architecture, and training. I’ve seen how Anaplan Centers of Excellence (CoEs) start with strong momentum. There’s enthusiasm, executive support, and a clear ambition to make connected…
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How to identify if I have access to Polaris WS ?
How to identify if I have access to Polaris WS ?
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Anaplan XL - "working..." on Formula Reports
In Anaplan XL, using formulas to pull data (Xl3lookup), how do I stop it calculating all the time? I'm often seeing this message of "working…" despite not having changed anything in my workbook to trigger that. Thanks, Tom
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Heatmaps in Spoke Model
In the current Anaplan UX, there is no native heatmap visualization option within pages built on spoke models. Users must rely on conditional formatting in grids, which: Is limited in visual flexibility Is not intuitive for business users Does not scale well across multiple dimensions Requires manual setup in each module…
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Automate Optimizer process using API
In the last post, we showed how to retrieve logs using our API. Today, we will also show how to automate an Optimizer process using our API. That way, you can schedule the solving of an Optimizer action using code. You can also use Anaplan Connect to automate the request, and soon you will be able to use Workflow as well.…
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Sync connections without pressing sync???
I have a Data Orchestrator data source from Snowflake, and i connected to my data 3 days ago and have transformation view and a link and a workflow that successfully pushes the data to my list in my model. However when it ran overnight the data was identical to that of 3 days ago, and if i go to ADO i see the last data…
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Restore revision Tag
In ALM, revision tags aims to represent a certain version of a Model, it would be convenient to be able to restore them.
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Anaplan XL: About “Use Embedded Workbook Formatting (Preview)” option
We are currently experiencing an issue with the behavior when grid Auto Refresh is disabled. For our use case, it is important that the configured formatting is reflected before any manual refresh is performed. Therefore, we have enabled “Use Embedded Workbook Formatting (Preview)” as a workaround to have the formatting…
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Prevent Dependent Dropdown Disruption
Problem Description: When a dependent line item used to filter a dropdown is deleted or has its format changed , Anaplan's underlying dependency link for the filtered dropdown can become stale. While the UI might show a newly created line item with the same list format as the dependency, the filter itself remains…
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Use App Page or Dashboard Name as Default Export File Name in Anaplan Apps
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: When users export data from Anaplan Apps (CSV or Excel), the default file name is derived from the underlying module name or saved…
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NUX Notification about upcoming platform maintenance, or current platform status
I would like to propose an additional notification within New UX about upcoming platform maintenance, releases, or about current platform status (from status.anaplan.com). It could look something like this The purpose is to allow users to see the upcoming outages, or current platform status especially if there is…
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Talent Builder Job Opportunities - Scotiabank
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Position Title: Manager, Anaplan COE (FP&A Transformation)-2 Year Contract The Manager, Anaplan COE will be a key member of our Center of Excellence (COE) in the FP&A Transformation team, responsible for building,…
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Add Confirmation & Audit Logging for Critical SSO Workspace Removal Actions
While managing workspaces in the Single Sign-On (SSO) settings, it was discovered that clicking the "minus" sign next to a workspace immediately removes it from the SSO configuration. This action can be easily mistaken for an expansion feature and currently happens without any confirmation popup or warning. Such a critical…
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Session Timeout Warning
When the token request is near expiry, the user currently has no awareness of the impending disruptive page refresh. If there were to be a way of sending a notice to the user, preferably on the current page they are operating in, then they would be able to take recommended action to prompt recognition of activity in the…