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Planning, pie, and people: What I’m thankful for in the Anaplan Community
Author: Mikhil Agarwal, Certified Master Anaplanner and Delivery Manager at VISEO USA Inc. As we dive into the holiday season, a time for family, reflection, and maybe just one more slice of pie, I’ve found myself thinking about a different kind of table I sit at throughout the year. Not the one in the dining room, but the…
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Pagination in Management Reports Without splitting Parent Blocks
Hi I would like to set up pagination in management reports by assigning a page number to a list item and its parent but I also want to be able to keep a block of parent and list items together and not split over two pages. E.g. Parent 1 - 1 Child 1 - 2 Child 2 - 3 Parent 2 - 4 Child 3 - 5 Child 4 - 6 Child 5 - 7…
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Bulk Copy Action for Production Lists
This idea relates to the Bulk Copy action enhancement released in a platform update earlier this month (Nov 6 2021 release). (Thank you by the way for that enhancement!) We would like the ability to execute the Bulk Copy action for Production Lists. (Currently, the action is limited to only non-Production Lists.) Bulk Copy…
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Turn off Show Comments Summary Panel?
Is there a way to turn this off? What is the point of allowing all users who have access to a page to see all Comments? Unless I am missing something, this Show Comments Summary Panel is not security access dependent. All users who have access to the page can see the comment. This fact is even confirmed via the "Who can…
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Removal of space for bespoke prefix/suffix / currency code
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: Applying things like bps is great but would be great to not have the space between number and item. For pre-defined ones such as %…
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Cloudworks Integration Flows in UX
At the moment, we are able to add Cloudworks Processes to the dashboards and the addition is great. Could we do the same with the Integration Flows? I see multiple benefits from this for several customers and I do not think that the implementation would be too different from what is currently in there. Is this currently in…
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Dynamic Display by Language Selection
Problem Statement Ever wonder how to display your data in a different language format in Anaplan or simply just want to cater to language display options based on user selection? Step-by-step guide We need all the lists that require translation to be defined and it is best to have modules with definitions of each language…
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Data Integration to Fluence workspace
Hello Everyone, I am seeking guidance on how I could create a workflow process in Fluence consolidation workspace, using the ADO import task. Does anybody know what kind of information I need to fill in these fields? I have watched the ADO training but only explains the data transformation and integration within Anaplan…
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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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Formula to pull dates from History log - Cell Updates
Hi! I would like to be able to pull information about the date/time when a cell is update. Example: If I tick a Boolean field called Final Position to mark a deal as ready to be contracted, I'd like to have an associated Final Position Date automatically fill in with the date that this cell for the deal was ticked
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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…
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Steps for building a model
Can anyone help me understand why the following order of the steps is wrong? I have tried two attempts but still can't get it right!!! Step 1. Build centralized dimensions in the model (time, version, lists) Step 2. Build Modules in the model Step 3. Build centralized Import data into modules Step 4. Create User Experience…
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Anaplan XL Reporting: Effective use cases and practical recommendations
Anaplan XL Reporting (AXL) is a powerful solution bridging the robust planning capabilities of the Anaplan platform with the familiar flexibility of Microsoft Excel. It allows you to interact with your Anaplan data dynamically, right from your desktop. To use its power effectively, it's important to understand how to use…
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ERROR 16020 |-- Anaplan API: Invalid key path
Hello everyone, We are trying to use Anaplan Connect in order to push data from a dwh to Anaplan Data Hub. To do so, we need an authentication by token. We can't make it work, we receive the following error: ERROR 16020 |-- Anaplan API: Invalid key path Any suggestions? Thank you all in advance for the help! Michele
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Security log
Fluence consolidation is missing a security log that would enable to track changes made to application security. With this log missing, we have internal controls deficiencies. Please add a system log similar to the journal entry log that would track who made what changes to the security and when.
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Format Column Alignment
It would be amazing if we could align data in table columns to left, right or center. When you have two columns next to each other and one is text and the other is number then they look like they run together due to the alignment of the data format. Also, it just doesn't look very nice.
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Issue with Anaplan tab in Salesforce
I have installed the Anaplan app in Salesforce, but have been receiving an error. In the Anaplan part it asks for you to contact support, but does not provide any details into how to do this, just raising a ticket in the portal? WOuld be great to have more information.…
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Save incomplete changes when synchronizing in ALM
Imagine this scenario: You are in the middle of making changes in your development model and have been doing so for the last few weeks. The changes are not complete and are not ready to synchronize. However, you just received a request for an urgent fix from the user community that is critical for the forthcoming monthly…
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Model Builder training Level 2 -
Good afternoon Currently processing Model Builder level 2 training. I am unable to check my work as examples are not displayed in the training module (same for all, not only for the picture displayed below) Can you please let me know where I can find the examples? Thank you.
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How to navigate a list index reset while preserving your planning data
Author: Evan Groetch is a Certified Master Anaplanner and Business Intelligence Manager at Fresenius Medical Care. Seeing that your list import has failed due to the index hitting its maximum value can be a frustrating experience. Cursory research on Anapedia will show you there is a “Reset” button at the bottom of the…
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Enable Selective Access in Manual Filtering data
Selective Access for list used as a format of line item works properly when given line item is published on dashboard or page. Unfotunatly if user wants to filter data manually, he/she is able to see all items from the list. This behaviour was observed on dashboards and in NUX as well. This issue is most troublesome for a…
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Conditional formatting for multiple line items
We should be able to apply conditional on multiple line items at once. This will save page builders time in applying conditional formatting on multiples line items.
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2025 Professional Model Builder Re-certification
Is the Professional Model Builder certification valid through 31st December 2027 or only 2 years from the date of issue of 2025?
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ADO - Another Key Has Already Been Processed With This Key
Hi All, So I am getting an interesting set of errors when pushing to a hierarchy in a model from ADO: This is a 10 level hierarchy, and there are no errors for level 10. I have tried pushing data to a hierarchy with the first 9 levels only with no issues at all, so it seems to be an issue with the 10th level. I have…
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Anaplan NUX Waterfall Chart - Ending Totals from 0
Is there any way to have the last item of the waterfall be a running total that starts from 0 and shows the net of the previous waterfall components? I'm using line items here, would just want the Ending NAV to always start at 0
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Ability to Add Data Write Action to Existing Process
1. It would be really a game changer if we are able to add Data Write Actions to the existing processes, It would not only scale up the usage of the Data Write Action but also would save a lot of time and effort and would save us from creating multiple saved views and actions. 2. Currently, Data Write actions can only…
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FCR Feature Enhancement: Improve error message for import data
Description of use case It happens, when importing csv files, that the import fails and a red box appears stating "An unexpected error occured". See attached screen shot. It happens for a workflow with the "file import' task. When does this message appear? So far, we are aware that this message appears in case: no amount…
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Anaplan add-in for Power Point security issue
Hello everyone I am going through an issue with security when logging into Anaplan via power point add-in. I am a workspace administrator and SSO user. But once I installed add-in for power point, I am not able to login. I am using Universal Login (default) connection and it asks for user name and then a password (not…
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Send Email without having to push a button.
Hi All, I was working on a support ticketing project. I had the project scrapped because the end user didn't want to hit a button manually to send an email to notify other parties. It would be nice to have Anaplan automatically send emails without having to hit a link with MAILTO(). For example when "ticket status" is…
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Dynamic List filter not syncing on Pages
Dear Community, I try to make something work in a Page on the New UX : I have the following : - An input module "Forecast collection" dimensioned by Time / Version / Entity / Cost Center and Project for users ton enter amounts - An Input module identifying which CC can access to which Projects to input costs on it "Cost…