-
Failed to retrieve field list from the selected data source. Please check your import settings and
Hi I'm received this error and it took a while to work out what it was. In the "Source Models" it was pointing to the wrong environment, this is confusing because I could still see the "Saved Views" to click on, it would bail out straight after that with the error. The complete error is: "Failed to retrieve field list from…
-
API for Model Builder
Hello, Since Anaplan is missing a MCP server to interact with an agent, I would like to know if there are official APIs available for model creation and modification, or for Model import where the Model definition, as lists, modules, line items, formulas, etc can be adjust all together at once (different from Model sync).…
-
Anaplan Workflow - Failed Action when Triggering Workflow from UX
Hi, I'm trying to trigger a workflow template from UX as an end user and it fails See below The context: I've got my hands on Anaplan Workflow and testing some stuffs and it's suitability on our existing business processes. We already have a Price approval process configured as a custom workflow driven by booleans and…
-
new module experience
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: It is not possible to export the modules view from the new modules experience. It is possible, but fiddly, to highlight and copy,…
-
Anaplan History Extraction based on Specific Criteria
Hi Anaplan Team, We now only have one option for extracting history: selecting a date range. It will benefit all model builders and Anaplan workspace admin users who truly take part in model development if we can offer more options, filters, or criteria. History Extraction Options along with Data Range: based on a specific…
-
Line items
Hi Anaplan Team, Model builders could work more quickly and efficiently if we could display the list of filters and import actions. When we attempt to delete a line item, Anaplan shows the referenced line items, but it does not indicate which line items that specific line item is using in filters and import actions.
-
Guidance Required on Converting Visitor User to Internal User
Hello everyone, We are encountering an issue with user access. Specifically, we need to convert a visitor user into an internal user. Could you please confirm whether this change can be performed by the Tenant Admin, or if support from the Anaplan team is required? Please advise. Thanks, Dileep
-
1.5.8 Activity: Create Saved View for Import
I am trying to create the exact replicate of the screenshot; however, it is not going well. For DAT03 Historic Volumes, I have the following Blueprint view, where the Summary = None, and Time Scale = Week: I also have only this filter setting: These give me the following table: Meanwhile, my only Time range is And the…
-
Reverse Lookup for a List to List Mapping (more than one mapping)
Hi, I was hoping to get some help with this situation, where I am trying to take a list to list mapping on the left and get an output similar to the right, but the main idea is i want to be able to make the selected item (format: list), the dimension of a target module and reverse map the original source list as a list…
-
Introduce Native Negative Binomial function
Describe the problem or experience related to your idea: In inventory planning models, Target Stock Levels are commonly calculated using a Negative Binomial distribution to model demand variability and set safety stock/service level targets. This is standard practice because demand is typically overdispersed (variance…
-
Workflow error requires (unnecessary) confirmation
When i setup my Workflow with "Allow next occurence to run if previous is not complete" then it comes to errors from time to time without a reason, and it continues as it shoult. BUT why do i have to confirm that? These "Action required" annoys me. And then i have to find in somewhere a hidden menu to agree that there was…
-
Management report should support more dynamic layouts (e.g. filtering on columns to display)
Below is an issue which is stopping me from using Management Report (UX Page type = Report). The issue is that once a card is published to the page: * Dynamic columns are not respected if based on a filter there should be more columns than initially published, it won’t show * Dynamic columns are not respected if based on a…
-
Make Page Builder Workspace Scoped (Limit Delete in Prod)
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: Our developers need Page Builder access to create and manage Apps/Boards for model building and enhancements. This is primarily a…
-
Anaplan Data Orchestrator (ADO) outbound connectivity
Author: Reena Sethy is a Principal Product Manager at Anaplan. In Anaplan Data Orchestrator, you can manage data integrations, prepare and transform data before you load it into Anaplan models. It automates data loads into Anaplan, and transforms raw source data into a format that matches Anaplan’s import requirements…
-
Polaris Training in Classic Workspace.
Hi, I currently don't have access to the Anaplan Polaris workspace. Is it acceptable to proceed with the training in the classic workspace, or will this create issues later and prevent me from obtaining Polaris certification? Let me know if you have any insight on this.
-
Number format default settings
We use several languages and currencies in our environment. It would be usefull to switch the default number format of number line Items depending on what country the user come from how the user have set it (LI) driver based //GP
-
Copy an Optimizer action trick
You've built your Optimizer model with an objective and many constraints and variables, and now you want to test some changes to it. Where is the copying button? Many users ask for copying capability, and we're actively working to improve the user experience. However, you can already copy an action using the modeling…
-
Introducing Data Validations in ADO Pipelines
Author: Reena Sethy is a Director, Product Management at Anaplan. Quality data is the backbone of modern decision-making, but it’s often compromised because of "all-or-nothing" approach to data loading. With a single invalid record, it can invalidate the entire batch, and a domino effect of processing delays, data…
-
User Time Selection - Missing FY27 on some pages
Hi, on my model i have FY27 included in the User Time Selection and it's visible as per below. however on some Modules it's only FY & FY26 despite FY27 being available as a dropdown. any suggestions? thanks
-
downloadable UX page or dashboard templates
Hello everyone, I recently joined the pre-sales team at one of Anaplan's partners. I am looking for downloadable UX page or dashboard templates that adhere to Anaplan's best practices, including pre-built layouts for FP&A and Supply Chain that we can leverage or install in our workspace as a reference. Thanks . Lilia
-
Share your mini resume to highlight your skills and experience!
Are you a Talent Builder Graduate (Professional Model Builder) looking for a job? Please copy and paste the mini resume template below, fill in your details, and share your completed post as a New Discussion in Talent Builder Career Hub. In the subject line: Use Talent Builder Graduate Mini Resume - Full Name and add it in…
-
Anaplan workspace account
I’m having trouble recovering access to my Anaplan workspace account. Could you please help me?
-
Block Line item deletion if it is used in saved views.
I should not be able to delete any line item that is part of a saved view or used in an action within connected models. With the growing number of interconnected models and imports, any deletion, movement, or renaming of line items can break imports and disrupt connections between models. This safeguard is essential as a…
-
allow users in model view to see where other users are in the model
when multiple users open a sharepoint file, sharepoint has avatars at the top right showing: who's in the file/location where in the file they are and whether they are making changes, or just have it open it looks something like this: anaplan should also have this function. when multiple model builders are working thru the…
-
Level 1 course order
Hi, i 'm new and i can't know the order of the courses for the Level 1 course.
-
FCR: Level up your data integration — 3 powerful new mapping features
Author: Werner Priels is Product Manager at Anaplan, focusing on Financial Consolidation. Mapping source data to the right targets is the backbone of a successful consolidation process. While traditional many-to-one mapping gets the job done, complex real-world data at times used to require workarounds, manual…
-
Anaplan Integration with Alteryx
I'm currently experiencing an issue with a new Alteryx to Anaplan connector. I've setup the import and mapping process similar to how we map for Anaplan Connect. I create the imports manually, map the file as "Admins Only" and then add it to a process. On the Alteryx side I reference the process name as a part of the…
-
Anaplan XL Forms Error
Does anyone also get this error when opening the Forms in Anaplan FCR? I am downloading Investment Registry from the app but I cannot open it in Anaplan XL. How did you fix this issue?
-
Management Reports - Users to Edit Text Cards on Page
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: It would be great for my end users to be able to look at a management report and edit text directly on the report without going into…
-
Track Page Usage by User and Model Role
It would be great to be able to see which pages are most utilized by our users. This would allow us to be more strategic with future page building, while also allowing us to remove pages that are no longer being used, thereby reducing clutter for end users when navigating between pages. Having the ability to view these…