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Email Notifications
Hi, I'm tenant admin for our organisation. Our users run a lot of PDFs out of Anaplan and we decided to turn off email notifications by default to save each person having to go into their notification settings to amend the export to PDF toggle. However, there are some users, who need email notifications on, for example…
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Survey Invitation: BPM Pulse 2025
COE leaders, we invite you to influence the research behind BPM’s Vendor Landscape Matrix for business performance management by contributing to the 2025 BPM Pulse. Survey is open to current Anaplan customers for completion by April 30, 2025. Respondents opting for the shorter, 5-min vendor ranking will receive an Amazon…
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I was working on Profit and loss module in Level-1 Model building course.
Hi All, Can anyone please help me with this issue, I was working on Profit and loss module in Level-1 Model building course. The results i am getting after adding the formulae are different from the screenshot shown in course. Can anyone help me with this. I have spent quite some time trying to solve but yeah no use. This…
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Creation of sub-categories within Categories in New UX
There are some scenarios where there is a need of contextual grouping of pages at more detailed level. Currently, we can different categories and group the pages together as per the functional areas. There is also a need of an option where we can create sub categories within a category for grouping of some pages in a more…
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Native User Filter on Module
Hi Anaplan Community, Good Day! Can you help me solving the user filter saved view on module. My goal is to have an import process where the user will use and the only data that will transfer is their account entry. I will be using the native user as line item on this report: I created an additional module to use as a…
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Level 2: Sprint 2: Error while running the 9 Import data from HUB for Importing Import Opening Stock
I may not be clear because I'm using a translation tool to convert Japanese to English. I'm in a lot of trouble and need your help. The problematic area: level 2 sprint 2.3.9.2 When I try to execute Process 9. Import Data from the Hub according to the instructions, I get an error as shown in the third image. Please tell me…
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Retain the column sizes for 'My Pages'
Issue: When building dashboards for users, we ensure column widths are consistent across all columns. However, users often filter data and adjust column widths based on their specific needs. They can save these adjustments in a Personal Copy, but upon re-login, the column widths are reset, requiring them to manually resize…
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Balanced vs. unbalanced hierarchies
One of the foundational elements of any Anaplan model is hierarchical lists. When creating hierarchies there are two basic choices: balanced or unbalanced. In this article, we'll look at the differences between balanced and unbalanced hierarchies, areas where they behave differently in Anaplan, and some questions to…
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2025 Anaplan Platform Recertifications (June Update)
DON’T MISS OUR INFO SESSIONS Register now for the July 9th ACE session on updates to the Anaplan Certification Program. Partners should plan to attend the partner boost session in June for more information. ANAPLAN ACADEMY SYSTEM DOWN TIME – JULY 6TH & 7TH Anaplan Academy will be unavailable on July 6th and 7th due to…
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ADO Navigation - Share your insights !!
We are looking to capture your feedback on the usability and find-ability of the new navigation system compared to the old one. The goal is to evaluate how the new system performs in comparison to the previous one, especially as the ADO architecture evolves with new features and options. You don't have to currently use ADO…
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Modify API data limitation for Excel Extensions
Some customers have dimensions/lists with more than 1,000,000 list items. When leveraging Anaplan's options for connecting Excel to an Anaplan Module, the user will usually filter the selection (and the user may be limited to a subset based on Selective Access), so the user will not need the full data set. Unfortunately…
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"Level Mismatch on Common Dimension" Error when Changing Parent of List
Originally we had A1 Expense Group, A2 Expense Category, and A3 Expense Account. We added A3 Subcategory and changed the naming of A3 Expense Account to A4 Expense Account. We have been unable to change the Parent of A4 Expense Account to be A3 Expense Subcategory. Attempting to change this gives the error "Level Mismatch…
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Conditional Formatting in Graphs/Charts
Hello, I am working on a project that requires conditional formatting for a graph, such as orange for bottom 10 products and blue for the top 10 selling products. Is it possible in Anaplan or is there any workaround for this? Please see the attached picture for a sample graph I want to create. Thanks
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Bulk copy
Can you set up a bulk copy between models? I have two models. One is a stand alone Financial Forecast with numbers adjusted in various modules and saved views. The version in that model is named the working forecast. The other model is our main Financial Forecast and I have created a version specifically for the data to be…
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filter time periods in list drop down
I'm attempting to show the 'remaining' months eg everything after the current period in the time settings - is this possible ? or would I need to create a fake period list?
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I need to build a Slope and intercept formula where my X values are dates.
I need to build a Slope and intercept formula where my X values are dates. Like in the screenshot. Since in Anaplan (the normal build) way we calculate by using the formula as mentioned. How to convert dates into number format or otherwise how can we achieve the same Example :
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11.3.4 Activity: Add Formulas to Profit & Loss Report Module
Hello everyone, on my activity, the totals for the other expenses are not populated as the same with the should be result in the activity. Here are some screenshots. This is my model: This is the should be: Any solutions to this? Thank you
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Code formula
Hi All, Just another simple one this time. I need to capture the code of the L0 Hospital subsidiary. I tried code(item('L0 Hospital Subsidairy')) formula in a text formatted line item i keep getting an error. i need to put the L0 code on the hospital code column to match the L3 department. the hospital code column is text…
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[UPDATED] Summary Calculations with the User List
Author: Rob Marshall, Director of Architecture and Performance at Anaplan, Operational Excellence Group (OEG). Prior to the February 2024, users were not allowed to use aggregation functions (SUM, ALL, ANY, AVERAGE, FIRSTNONBLANK, LASTNONBLANK, MAX, MIN, RANK) when having the Users list in a module because the system could…
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How to reference a Time Period in an IF statement please?
My PRACTICE module has time dimension as Months 2019. I want to create an IF statement in the RESULT line item that says IF Time Period < Jul 19 THEN TEST 1 ELSE TEST 2 How do I reference the Time Period in the IF statement? i.e. how do I write the IF statement so that in the RESULT line item there is 250 from Jan 19 until…
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Did not import data for those months but the module still display numbers
I have my .csv file are all Feb data But after I imported to my module, the Feb data are correct, Mar are zero, but all other months before should be zero. They are not: May I know if I have forgotten to do some settings ? Thank you.
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Time filter not working properly
Hi everyone, I have a grid where i show Products in rows, time/multiple line items in columns (Sales, Py Sales, %growth etc..). I want to control the time dimension based on selector provided to user (Attaching Screenshot). There is a final time filter line item and it is at month level and works fine if i use it when…
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How to Aggregate Monthly Data to Yearly When Time Summary is Set to None
Hello Anaplanners. I have a module dimensioned by Month, but the Time Summary for my key line item is set to None to optimize space. However, I need to bring this data into another module that is dimensioned by Year. Since the time summary is disabled, the values don't automatically roll up to the yearly level. Would…
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Recording available: Understanding the new Customer Care Portal
If you missed our event today, Understanding the Customer Care Portal, a recording is now available. In this event, I provide a demo highlighting the value of the new comprehensive case visibility, self-service tools, and dynamic case submission form to reduce resolution times. Topics covered include: Seamless access to…
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Stackable UX Cards
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: Lots of our UX pages have a summary grid at the top, then a series of grids below with the same column headings and more detail…
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9.2.5 Activity: Add Formulas to Price Growth Rates Staging Module
why the numbers is not shown in margin % , unit price growth % and unit cost growth %? although all functions and format are right? thanks in advance
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Anaplan & MS Access Transactional API using Python
Hi, I'm trying to update the data in Anaplan module line items directly from MS Access by converting into json format using Python transactional APIs. I'm keep getting the "Status code 400" , "Message - Post body is not a valid json". I have tried by printing the json format before sending the data into Anaplan and format…
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App: Formular and Function Resources
Hey, new here and starting out with the Model Builder I course. In Lesson 6 there is shown how to download the Formular and Function App. Unfortunateley this Video seeems outdated so i can't find this resource. Any trick here?
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About DAC Drivers
Hi Team, I understood that we can use only Boolean drivers in DCA, why can't we use other data types? One reason is space, Boolean consumes less space than other data types. Thanks in advance.
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Model Integration details
Hi Anaplanners, I would like to know what are the different ways to fetch information about the integrations (versions, type of integration etc) that are present in my model? Are there any direct API calls using postman or I can find this information somewhere in the model itself? Regards