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user filtering to the top of a hierarchy
I am trying to do something that must be very simple but for the life of me i cannot work it out. In this TEST MODULE i have a normal filter and i apply a logic to the sales volume stating if check? (the customer in the module = chosen customer) then sales volume else 0 and it works 100% as expected, removing the values…
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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
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Average wait time for Workspace Access - January 2026
Hello, I submitted my application for the Talent Builder Program after completing "The Anaplan Way," but I haven't received my workspace credentials yet. Has anyone who applied in the last two weeks received their access yet?
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Convert list to text
Is there a function to change a list value to a text? I want to use the & operator with list values, but it only accepts text. When I try just using the list-formatted line items, I get the error below, so it seems that if I could convert the list selection into text then I'd be fine: The 'text1' argument for the '&'…
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Anaplan connector 3.1.0 for Mule 4 Integration
I am getting below when we use load data Anaplan component for model and workspace. Can some one help on this? details" : [ { "localMessageText" : "Import into FDL001 Data Hub - Casework module failed: The dimensions in the target module do not match the import definition.", "occurrences" : 0, "type" :…
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Reset index of Anaplan List
Hi All, I want to reset the index of a list using API, not sure how to go about it. I am very new to APIs, I went through Anaplan API docs, however, if someone can help me with the step by step process, or any resources it will be very much appreciated. Thanks
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Issue with Scenario Mapping – Line Item Not Appearing as Mappable Dimension in Import Action
Hi everyone, I’m trying to replicate a UX setup where a user selects a Source Scenario and Target Scenario in the UX, and an action transfers data from the source scenario to the target scenario. I reviewed how consultants implemented this in one of our existing modules: They created two line items: Source Scenario and…
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NUX 'Show history' to show action/process changes to cells (per classic dashboards)
Following on from the below thread, https://community.anaplan.com/discussion/161787/nux-show-history-missing-changes-vs-classic Problem: Cell history in NUX is incomplete and does not include all changes resulting from imports/processes, causing gaps in auditability and confusion amongst users when they don't know why…
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NUX 'Show history' missing changes vs classic
Hi all - was hoping to validate whether what we're experiencing is a bug or a NUX limitation vs classic. Recently had a user flag concerns around his input data disappearing randomly, but no corresponding model history (via the NUX history) indicating who/how the value had changed. Running the same cell level history as a…
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How to maintain complex Anaplan environments — Part 2: Technical foundations for scale
Author: Piotr Weremczuk is a Certified Master Anaplanner and FinSys Application Specialist at EQT. In the first part of this two-part article, I explored the non-technical foundations of maintaining complex Anaplan environments: leadership, governance, accountability, and the importance of building the right team. All of…
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Converting Text to Date and Date to Text
Author: Julie Ziemer is a Certified Master Anaplanner, Anaplan Community Boss, and Solution Leader/Business Analyst at Akili. While Anaplan has specific functions to convert between data types, converting Text to Date and Date to Text are two commonly searched topics on Community and they require the use of several…
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Is my Anaplan Academy Workspace Account Active?
Hi, I can't access my Anaplan Academy Workspace User: berthaperez1148@hotmail.com Error: The email and password combination is incorrect I changed my password for Workspace 2 times and got the same error. Attached Screenshot with the error: The link that I used for Anaplan Academy Workspace:…
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How to assign Connected Planning - Professional Users, Limited Users, and Workflow User in Anaplan
Hi everybody, how to assign Connected Planning - Professional Users, Limited Users, and Workflow User in Anaplan I navigate to 'Administration' but didn't find the place to assign the above mentioned roles.
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Share your data integration best practices — September 2025 Community Challenge
We’re excited to launch our September 2025 Community Challenge, focusing on one of the most critical aspects of Anaplan success: data integrations. Whether you’re just getting started with CloudWorks or Anaplan Connect, or you have built advanced orchestrations using APIs and Anaplan Data Orchestrator, integrations are at…
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Issue with double counting bed types
We added new bed types to eventually move from the old "All Beds, single, double" I inputted the data into the new bed types Went to double check flow into other modules and found that they are being double counted even though I blanked the original columns out. I am not sure why it is still counting All Beds even if it is…
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Best Finding for Truly Understanding Optimizer (Conceptually & Technically)
🚀 Best Finding for Truly Understanding Optimizer (Conceptually & Technically) One of the most effective ways I’ve found to deeply understand Anaplan optimizer both conceptually and technically is by working hands‑on with Excel Solver. Why? Because Solver forces clarity. It makes you explicitly define: 🔹 Decision variables…
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How to Identify if List Has a Child?
Hello, I have a use case where a user will create a child if they want to make adjustments to an initial value entered at the parent level. The reason the "parent" list may not have children is that not all the list members will have adjustments. The users want to see all L1 items on the same grid as L1 items with L2 items…
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Align dual-axis zero & scale of Chart
Idea description: As a user creating dual-axis charts, I want to align the zero position and control axis scales, so that the chart is visually consistent and easy to interpret. Example of enhancement: I’ll know this is successful when the zero position on both left and right axes can be aligned (even with negative…
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Completed Anaplan L1 & L2 Model Building – Seeking Opportunities
Hi Anaplan Community, I’m excited to share that I’ve successfully completed both the Level 1 and Level 2 Model Building certifications in Anaplan. Throughout this journey, I’ve gained hands-on experience in model building, problem-solving, and applying Anaplan best practices. I’m now actively looking for opportunities to…
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Usage Report - List of users with the details of dashboards that they have accessed so far
I am looking for a report that can give me an idea of Which Current Users of Anaplan have accessed which of the accessible dashboards. How is it possible? Can someone please guide me.
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Format QoL feature
When changing format options for a row/column on a grid card, instead of selecting the item from a dropdown list, a nice QoL feature would be to auto-select the item directly on the grid, clicking it.
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Export Hierarchy even we don't have child's assigned to parent
Hello @community members, I am encountering an issue while attempting to export hierarchical data to downstream systems and would appreciate any assistance. Current Scenario: I have a hierarchy consisting of 6 levels(A0, A1, A2, A3, A4, A5, A6). Upto the A3 level hierarchy is well defined. However for A3 level I have 100…
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Alternative of Rankcumulate
Is there an alternative to using RANKCUMULATE in Anaplan for cumulative ranking by group? The model's performance is impacted due to the use of rankcumulate. I'm looking for a more efficient approach or best practice to achieve cumulative ranking within groups without degrading performance.
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Reset index of Anaplan List using API
Hi, I want to reset the index of a list using API, not sure how to go about it. I am very new to APIs, I went through Anaplan API docs, however, if someone can help me with the step by step process, or any resources it will be very much appreciated. Thanks
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Optimizer Hands on experience guide is missing
I have found this great Optimizer: Hands-on exercises page, which supposedly contains a sample model and a step-by-step guide on how to set up Optimizer. The model is available for download, but the guide is missing. There is a mention: Download from the attachments the 'Territory Assignment Step-by-Step' guide.…
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How to build a Polaris reporting model in less than two weeks
Author: Hanwen Chen is a Certified Master Anaplanner and Professional Services Sr. Manager at Anaplan. Over the past nine months, I have been involved in multiple Classic-to-Polaris conversion projects. One consistent requirement across these engagements is the need for scalable reporting solutions that support multiple…
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Posting Action/Process Details to UX Pages or Dashboards
Some background info: my tenant has around 30 model builders and over 100+ end users who are not model builders. We employ a hub - spoke model structure and often times the non-model builder end users will need to run actions from the dashboards or UX pages and are unable to see the most recent run details since those are…
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Anaplan XL: About “XL3dowriteback ” formula
We have a question regarding the behavior of the XL3dowriteback formula. Our understanding is that this formula allows writeback to be controlled on a cell-by-cell basis. In our operation, when we need to clear a previously written-back value due to an input error or similar reason, we do so by entering 0. However, when…
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Anaplan Excel Add-In SSO
Hello, I am working for an implementation partner where both my current client and my company use SSO to log-in. When accessing models via the browser, my workaround to ensure that I'm not redirected to my company's SSO is by using incognito / private browsing. However, I'm unable to do this when signing into the Excel…
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How to get subtotals for a filtered view instead of Grand totals
Facing challange to get the exact totals for Q1 Q2 line items(it should be 21250), Can somebody please suggest a way to get subtotals intead of grand totals. My Summary should be dynamic.