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New UX: Dependent Dropdowns on Create Forms
We are in the midst of creating a PoC for a client to update their current planning process from classic to the new user experience, and want to take advantage of the create form, where we can add a project to their projects list in a specific subset, and make line item selections for the new project added. Currently, any…
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Automate start of Workflow with Cloudworks
Currently Workflow has to be started manually. Would like to schedule a Cloudworks task that would initiate a workflow
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Register for our October 29 platform release webinar!
Anaplan's next quarterly platform release webinar will be held October 29, 2025 at 8 a.m. Pacific Time. During this session, we will explore the latest features so you can optimize your Anaplan experience. Our expert-led session will equip you with a practical guide and live demonstrations to help you get the most out of…
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data import from module
I have source module having key (combination of location and department) as a dimension and target module has employee list as dimension. i want to pull amount from source to target that should remain same for all employee having that key (key added as line item in target module). what could be the best way to handle…
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Selective Access Challenge: Summarizing L3 Inputs at L1 Level Without Losing Granular Access
Hi Community, I’m working with a hierarchical list structure in Anaplan: L1 Region (e.g., Asia, Europe) L2 Country (e.g., India, Pakistan) L3 Local Input (e.g., Mumbai, Lahore, Islamabad) Users are given selective access only at the L3 level (specific cities like Mumbai, Lahore, etc.) so they can input data at those…
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Keep row sub totals/totals when filtering a List/text formatted column in a combined grid
Now I can combine grids in the user interface, it would be useful to be able to retain any row totals and/or sub totals when I filter on a List or Text formatted column. In the example below, if I filter on Spread=Even, I lose the sub-totals for the numeric monthly data by Entity.
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Solution for when 2 time dimensions needed
As shown in the screenshot, each monthly amount (Jan, Feb, Mar 2024) needs to be paid down in the future months (Jan–Aug 2025). The paydown must satisfy certain conditions specific to each month between Jan and Aug 2025. If the conditions are met, the paydown can occur. For example, if $20 is available to pay in Jan 2025…
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Replace a line Item in the whole model
Is there any easy way to replace a Line Item in the whole model in all formulas? right now i have to check hundreds of modules to switch out a Line Item, which is quite tedious //GP
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Anaplan Workspace Request
Hi Team, I just got the Anaplan Way Course Certificate, I fulfill all the requisites as well, but the request to join the Talent Builder Independent Program was declined. I have submitted my issue to Support. I want to develop my skill set in Anaplan, thereby want to enroll for Level 1 Training and get certified for job…
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Multi Selection
I would like to ask for a new functionality within Anaplan that could really ease our work with Anaplan. And that is multi selection. I see two ways how to apply multi selection, both very helpful: 1. Multi selection for context selector. Once the dimension is displayed as "Context/Page Selector", it would be great to have…
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Combo Grid with nested Line Items
The new Combo Grid feature in the Anaplan UX is fantastic and a long awaited enhancement, really want to thank the team for it massive effort! I've already redesigned all my dashboards to incorporate it, and the improvement in layout and flexibility and user experience has been substantial. Current Limitation One…
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Formula to return Connection details...
I couldn't find any formula to do this, but I want a way to put on the page/grid the connection details. This is so I know what connection I'm in rather than going into Connections details to see it. Is there an XL3 formula to return this value?
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Enable Summary Method Ratio & Closing Balance in Polaris
Hello, We need the ability to apply both summary methods in the same line item in the Polaris engine as we do in the Classic engine as soon as possible, please! Thanks.
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Combination Grid Enhancement - allow linkage of subsetted modules
Problem: Not able to combo modules within a Grid where you start with a module with a full list, then try to combo with a subsetted module of that same list. Example: When creating a Combo Grid with a Properties module (full list dimension) and a Calculation module (subset of the same list dimension), you are unable to…
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How to get live small project for learning more.
I have completed level 2 certificate still I am not confident. I want practice more, where I get small project for practice.
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Informatica Anaplan Connector: Feature Request to Disable Task Retry
To disable Task Retry. It is required to add "0" value to the list of "Max Task Retry Count". [Current Behavior] Cannot set 0 to "Max Task Retry Count" because the listed values are from 1 to 20. [Usecase] If timeout is returned due to the process taking a long time, the Connector will resend the same data. If the…
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Talent Builder Job Opportunities - Greystar
Position Title: Senior Finance Analyst, FPA Systems & Applications (Anaplan COE) Company Name: Greystar Location (City, Country): Remote Job Description Evaluates, recommends, and develops business process improvements and enhancements, including developing detailed workflow diagrams, charts, and project plans from concept…
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Selective access for lists from dashboards.
I am trying to enable the user to give selective access on a list via dashboard. I published the list to the dashboard and can clearly see the "Read" and "Write" columns on the dashboards, however if I save the dashboard and close and reopen it , the columns of "Read" and "Write" are not visible. Can somebody explain what…
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FAQ around Level 3 Model Builder training
Does anyone have any facts around when the Level 3 Model Building training will be available? Has Anaplan hinted at any predictions of a release date?
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Improve Horizontal and Vertical Scroll Bar Visibility and Size for Enhanced Usability
Description: In the Anaplan UX, scroll bars—especially in grids and dashboards—can be difficult to see and interact with. The current scroll bars are thin and often blend into the background, making navigation cumbersome. Suggested Enhancement: Increase the default width of scroll bars across the platform. Improve contrast…
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Deactivating Modules
As Model Builder it would be usefull to have a switch on the module in the model view to deactivate a module We use some Modules manually rare or temporary and the rest of the time they just consume space. (of course external references from outside need to be cut before) Right now i need to switch all line items in order…
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Level 3 - Ask the Stakeholders - Designating Sales Reps to Accounts Process Questions
Level 3 - Ask the Stakeholders Designating Sales Reps to Accounts Process Questions This forum is for asking the stakeholders of the Unicorn Candy Company questions about the Designating Sales Reps to Accounts Process. The Anaplan Academy team will be monitoring this forum during US Central standard business hours. Please…
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Level 3 - Ask the Stakeholders - Assigning Accounts to Territories Process Questions
Level 3 - Ask the Stakeholders Assigning Accounts to Territories Process Questions This forum is for asking the stakeholders of the Unicorn Candy Company questions about the Assigning Accounts to Territories Process. The Anaplan Academy team will be monitoring this forum during US Central standard business hours. Please…
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Level 3 - Ask the Stakeholders - Establishing Sales Targets
Level 3 - Ask the Stakeholders Establishing Sales Targets Process Questions This forum is for asking the stakeholders of the Unicorn Candy Company questions about the Establishing Sales Targets Process. The Anaplan Academy team will be monitoring this forum during US Central standard business hours. Please allow up to 3…
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[Start Here] Forecaster overview and resources
What is Forecaster? Who is it for? Use-case examples To get started Once you get more comfortable Deep dive on algorithms Support Are you interested in starting time series forecasting with Forecaster on Anaplan, but don’t know where to start? You have come to the right place! This article is the pathway to all things…
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Change UX Page : Model Associations in Bulk?
I have a TEST model that is frequently re-created based on updates to the associated PROD model. Every time we create a new TEST model I need to go add it as a source model to each relevant UX page. Is there a way to select multiple UX pages and add the new TEST model as a source to all of them at once rather than adding…
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Certified Master Anaplanner Exam Study Guide: Essential Anaplan Topics
Certified Master Anaplanner Exam Study Guide: Essential Anaplan Topics The best way to hone your expertise is practical experience. Being a certified solution architect is the first step, but we recommend one or more years of hands-on experience using Anaplan to uncover all you can do with the platform. Training can also…
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[Part 3] Anaplan Audit History Data in an Anaplan Reporting Model
With Anaplan Audit, Enterprise and Professional level Customers can track audit events that occur in their Anaplan tenant. For the Anaplan Audit History project, we created a simple Anaplan reporting model and app to report on Anaplan Audit events in the Anaplan UX. Customers may download and use the Anaplan Audit Model &…
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Extend Color Palette (Assets) Functionality to Font/Text Formatting in NUX
The Color Palette under Assets only applies to charts, but it’d be awesome if we could use it for font and text colors in NUX. It’s a bit tricky to remember or copy hex codes every time, and this would make pages so much easier to style and keep on-brand. A small change with a big visual impact!
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Default Files - Export
Hi Team, I'm struggling to understand the concept of Default Files when Exporting. I have created a Saved Export Definition when Exporting from a Module & I am creating a Process to house this so that it can be published on a Dashboard for a User to use I have set the Default file to Private/Myself & when the User has…