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Can't assign All Roles as a Top Level Item
I don't understand why I can't assign All Roles as a Top Level.
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Importing SKU File
I can't figure out why my SKU file won't import. Where do I go from here?
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Can Anaplan models be accessed via tabs in salesforce?
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More customization options for Network Charts
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: Current options for Network charts are limited - no resizing (only zoom in/out) is allowed, background is always white, and you can't…
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NUX - Expand / Collapse Page dropdown selector
Similar to old UX, Hierarchical List of items within the page selector should be able to expand and collapse. This feature in old UX is very handy when you have a lot of list items with multiple hierarchies. In the NUX, it gets pretty difficult to select items when there are a significant number of list items you need to…
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Workflow: Continue Workflow after Decision Task Rejection
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: Currently a workflow ends if a decision task is rejected and it is not possible to add workflow steps after the rejection. I want to…
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Publish AnaplanXL grid to Anaplan UX (with new UX screen type?)
It seems sensible that it should be possible to publish Anaplan(Fluence)XL grids direct to the Anaplan UX. This might best be enabled alongside a new type of UX screen.
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Recording available: Tackling frequently missed certification exam topics
Thank you to those who attended our recent event. If you missed it or would like to re-watch, here is the recording and a few resources to help with your recertifications! Don't wait to get the process started — you'll be glad you took the time to do it now before the holidays. Recording Chapters: 0:00 Opening 0:13…
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Talent Builder Graduate Mini Resume - Snehitha Adicherla
Name: Snehitha Adicherla Location: Ohio, United States Certification: Professional Model Builder, Certified Anaplan Level 2 Model Building Educational Background: M.S. in Computer Science, Wright State University (2023-2025) B. Tech in Computer Science, VBIT (2018-2022) Profile Summary: Analytics professional with…
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L3 Sprint 1 : Sales Planning
Hello everyone, I created a new model to display the Sales Planning using the PY Revenue from DAT02 Revenue and the PY Actual Revenue from TAR02 Account Review, applying the appropriate LOOKUPs and using SYS99 to retrieve the % of Account Sales Target. However, when I compare the results of my build with the results shown…
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Export Action to Power BI
Hello! I´ve created an export button to export a table from Anaplan to Power BI using Anaplan Connector. I can see the table in a list of export action in Anaplan, as shown below: However, I´m not able to find this export in Anaplan Conector in my Power BI. I search the right way to get to the table but this export name…
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Unlocking AI's potential: How Anaplan's new data layer ends planning chaos
Author: Miki Sato is a Product Manager, Product Management Team (Data Management) at Anaplan. Your data is now harmonized, normalized, and ready for the AI era. 1. The scale AI needs Are you ready to truly leverage AI, but constantly hit a wall because of data chaos? In today's fast-paced environment, planning needs to be…
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YTG, YTD Summary in Polaris
Hi All, Wanted to quickly check if the YTG, YTD summaries are not enabled for Polaris model yet unlike the Classic model. Thank you, Harshitha
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Combined grids - separate filters
It would be really useful to be able to have a separate filter for each section of a combined grid. I have a grid where we want to see year 1 by month (Grid 1) and year 2 and 3 by year (Grid 2) and then a total for all three years. I can set up a set of time filters that gives me this result so no issue there. The…
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Round Function
It would be great when using the Number of Decimal Places in the Round function if Anaplan rounded to the number of decimal places asked and it stayed rounded when going up the hierarchy. The summary is set to "SUM". For example, I have five children members with a formula ROUND(Value $ * value %, 2) function. Each of the…
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2.4.11.1 Create Product Family Manager Role
I am really struck in this lession and while doing this lession im having problem for giving the access to the particular user in the users , ,y doubt is am i the only one who cant see the users in users tab or else i dont know, because of this one step i am unable to complete the " L2 Model Building - Conclusion "…
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Notification Action Does Not Retain Line Breaks
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: We've pre-configured a Notification Action to allow specific end-users to be able to send an email to an Admin. That Notification is…
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Cell count is too large error
Not seeing existing posts about this error. How to resolve this?
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Less granular, more accurate: The "granularity = responsibility" principle in FP&A
Author: Taichi Amaya, Certified Master Anaplanner, and Financial Planning and Analysis Specialist at Pasona Group, Inc. Reading time: approximately 5-6 minutes. "We need more detail in our forecasts. Let's have each sales rep submit their numbers individually — that way, we'll be more accurate." Sounds reasonable, right?…
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Excel plugin issue with SSO
Has anyone gotten an error like this when you have SSO and you are trying to use the Excel plug in? We have some users that get the screen below but some don't. We have checked that all users have the same version of Excel. Weird part about the screen below is it actually says the connection was successful.
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Multiple clustered & stacked columns in the combination chart
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: We are trying to visualize the various categories of our supply and demand across time in one combination chart through stacked…
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Azure SQL Connection, database name with Hyphens in Data Orchestrator
I am attempting to connect to an azure SQL database vis at the MSSQL connector in data orchestrator but am having issues and I believe it is due to hyphens in database name (which is a fairly standard naming convention I will note!) Example below (fake credentials) - has anyone else encountered similar and is there a way…
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Why the return value is False?
Hi experts: I put all the values into the formula, I think it should return TRUE, not FALSE, but why it return me FALSE? Maybe I missed something here ? Thank you for the help!
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Workaround for Formula & Closing Balance summary methods together in Polaris
Hello folks, Does anyone know how to work around the Polaris limitation of using the Formula or Ratio summary method alongside the Closing Balance within the same line item? I have a Business Unit list where the total (All BUs) must display the Corporate (1 of 20 leaf items under All BUs total) number of Unique Customers.…
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Anaplan Japan Best Practice資料共有
皆さん、こんにちは Professional Serviceの大橋です。 この度、Anaplan JapanのBest Practiceサイトをリリースしました。 これまで、プロジェクトの中でユーザ企業様、パートナー様に"Anaplan導入"に関する様々な資料をご提供してきましたが、必要な時にみなさまが自らダウンロードできる形で公開したいと思います。 Anaplan Japan Best Practice サイト https://anaplan.sharepoint.com/sites/Team-AnaplanJapanBestPractice/SitePages/CollabHome.aspx サイトの特徴…
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Model Map - Exporting Functionality
While the Model Map functionality already exists in Anaplan, it becomes difficult to navigate when working with large models. I would like to see enhanced support for full export capabilities of the model schema (DISCO). This would greatly streamline documentation efforts and save time when capturing model status across…
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Grouping Modules or Module Folders
We got several hundred of modules. I think it could be usefull if modules can get sorted/filtered by (dynamic) groups or even in folders in the modules overview. Maybe the Data Tags could used with this. //GP
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Calculating levels in a hierarchy for dashboard filtering
Summary This article describes the technique to dynamically filter specific levels of a hierarchy on a dashboard, and provides a method to select and visualize hierarchies on a dashboard. Details This article explains how to configure the calculation of the level of a list in a hierarchy in order to apply specific…
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IF list item 'x' THEN 'do this' ELSE...
I am trying to do an IF statement within a module dimensionalised by a List ('Volumes') which has 2 members: Retails and Wholesales. I need to do a particular calculation depending on if the 'Volumes' are Retails or Wholesales. I have tried IF Volumes.Retails THEN x ELSE y but this not work, giving the following error…
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Show the current/logged in user in a single line item
Hi Community, I'm looking for a solution to show the current/logged in user in a single line item that has no dimensionality. The use case for which I'm looking for a solution is a dynamic filter based on the logged in user + to calculate totals based on this filter. More specifically, I have a mapping table dimensioned as…