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Alternatives to CSV-Based Integration with Anaplan: Exploring Anaplan Connect & ADO
Hi community, I'm currently exploring integration options for direct connection of Anaplan to D365/Yavica and would appreciate your insights. Specifically, is there a way to integrate data directly into Anaplan without first converting it into CSV format? CloudWorks does not support this functionality, so I'm investigating…
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Include the Internal (Full Access) Cloudworks account in Users for easy permissions management
I have recently learned that the reason some of our Cloudworks integrations were not running properly is because the Internal (Full Access) account used by Cloudworks was not assigned the appropriate list-level security. The following Anapedia article describes the requirement: Internal (Full Access) | Anapedia The idea is…
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Add Version Formula
Can anyone share a use case or an example where the 'Add Version Formula' would be needed? I'm a bit confused about how to implement it, so any example would be helpful.
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How I Built It: Combining two custom time schedules
Author: Moriah Reyes is a Certified Master Anaplanner and Manager at Lionpoint Group. Hello Anaplan Community! I’m excited to share my ‘How I Built It’ tutorial with you all. This video shows how you can cleverly use an index list and text list to combine two custom time schedules. Building a custom time schedule can be…
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How I Built It: YTD values using a fake calendar
Author: Jared Dolich is a Certified Master Anaplanner with 8 years architecting Anaplan models. Anaplan Champions! A colleague asked me recently how I might obtain a YTD value using a fake calendar. Yeah, I know — I should have asked why they couldn’t use the normal time hierarchy, but there are occasions where you are…
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LOOKUP on Time | Model Optimization Team series
Hello Anaplan Community! Welcome to the Model Optimization team's monthly blog post. This is our last post in an eight-part series, on the topics we see occurring most frequently in slow customer models. Our aim is to inform and guide how to build with best practice intentions for these model building topics. Each month,…
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Calculate once and reference | Model Optimization Team series
Hey! Welcome to the Model Optimization team's monthly blog post. This is an eight-part series, following the topics we see occurring most frequently in slow customer models. Our aim is to inform and guide how to build with best practice intentions for these model building topics. Each month, two of our analysts will take…
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How to roll back a production model to recover lost data
Author: Jessie Zhao is a Solution Architect and Certified Master Anaplanner at Anaplan. Working with a model in ALM has a lot of benefits. These include building new features in a development model anytime without affecting production users, securely managing production lists by identifying structural data that needs to…
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Lack of Dynamic Linking in Additional Insights
Would be helpful to have a more automated way to input line items/changing numbers in a text box inside Additional Insights, currently all the text must be manually inputted.
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New midpoints in Conditional Formatting unintuitive
Adding new midpoints in conditional formatting is unintuitive, as new midpoint must be between the previous and the next one, requiring for all the midpoints to be changed to accommodate the new one. New midpoints should be automatically put in the right position based on its value.
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No option to filter in Pages dimension
There is no way to apply filters to the Pages dimensions by item (with different filters per item in context selector). This significantly limits the ability to create visualizations and often forces us to create saved views in the backend.
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Conditional Formatting in "Calculations" section in grid
Currently, conditional formatting can only be applied on "Calculations" items based on their own value. Being able to apply conditional formatting based on line items could be helpful to use inverse, percentage and many other specific criterias.
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Individual cell formatting
Currently, grid formatting can only been done by dimensions, it could be helpful if formatting could also be done by individual cells, as sometimes a cell doesn't follow the same pattern as neither the row or column.
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Kindly help me to understand how I can achieve this?
I have two modules. In the first module, when I select "America," its child fields should become editable. If I change the value of any child field from zero to a non-zero value, all other child fields under "America" should become non-editable, except for the one I modified. If I revert that value back to zero, all child…
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Open source module link in NUX
Suggest to add the "Open Source module" ability to the NUX, incl. the current analysis options available in the old UX. Right now our users can use the open source module function in the old UX whenever they want to dig into the details, see all the underlying formulas/comments, and do ad hoc analysis. Especially, the…
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Evolve your Anaplan ecosystem with enterprise governance
In this article, you'll find resources to support evolving your Anaplan ecosystem with enterprise governance. This broad topic was covered in depth during Anaplan Live! 2022 — including focused discussion on Centers of Excellence; model governance; workspace architecture; data hubs and data integration; build and…
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[Start Here] User Access Management - Part 1: Get Started
A foundational design element of any Anaplan model is User Management. This includes creating the design within the Anaplan model and app, as well as establishing the process for managing and maintaining access once users are active. The table below contains questions that are typically asked as part of the Foundations…
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Iterative Development in Polaris
This article is part of a series on Polaris best practices. Click here for more Community content or visit Anapedia for detailed technical guidance. As Anaplan solution architects and model builders begin to develop in Polaris, it's important to consider how you approach the development workflow. In Polaris the upper limit…
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The digital transformation of valuations
Author: Taylor Giesler is a Certified Master Anaplanner and Director, Enterprise Performance Management at Alpha Alternatives. The digital transformation of valuations is driven by several key trends that are reshaping the financial industry. Firms are increasingly adopting digital solutions to solve these problems, and…
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Import Data into Historic Volumes Module-can anyone help me out?
Hii all, Currently I am working on this activity in sprint 1 level 2 model building, I am facing an issue while mapping the data, can you please help me out where I made a mistake. I attached all the pages for your reference.
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Any way to find out which user joined the Anaplan workspace and at what data and time?
I have a requirement to sort based on when users joined the Anaplan workspace.
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Is there a shortcut to go to the module referenced in a formula?
Some of my time is spent working through models to see how everything is connected and im just wondering if there were any shortcuts to access modules referenced in formula more quickly? Currently i'm looking at the formula and then manually locating the module from my modules list to then open it. If no shortcut exists I…
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Display images in Excel directly exporting Anaplan NUX grid
I have published a grid in NUX with images visible for each of the items by using URL. Now, there is ask in which users would like to export the grid In Excel with images visible. Is there a way to export the grid with the images visible in Excel?
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【2025年4月】プラットフォームアップデート
New UXの機能アップデート ・未分類ページの並び替え ・テキストカードの最大化およびコメントのオプションの非表示 モバイルの機能アップデート ・モバイルでのグリッド条件付き書式 モデリング機能のアップデート ・モジュールページの機能強化（ベータ版） Administrationの機能アップデート ・モデルページの新しいユーザーエクスペリエンス https://us.v-cdn.net/6037036/uploads/DDQ7ETKSWJXU/anaplan-platform-update-april-2025.pdf 新しいユーザーエクスペリエンス
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3.3.12 Activity: Create Product Replenishment UX Page
why I can not add the month as well I was only able to sync weeks
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Level 3. Build Sales Role and Sales Reps
Hello, Sales Role and Sales Reps# are flat list in Sales Planning Model. In the Sprint2, the ask is to create import to build them up. I am using SYS09 Employee Details module in Data-Hub, but it is not working. Any Advice? Thanks
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Card maximizing and comments enable/disable
Hello, Could we close the ability to maximize and comment on cards all at one time, rather than goin
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Conditional Formatting in Org Charts
Hi, Can anyone help in understanding what does the 'line item' selection does in Conditional formatting for Org Charts? Right now, this seems to be doing nothing. We have a requirement where we want to change the color of the node based on a line item value. I have been wondering if there was any way to do this? Any help…
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Share your boards, reports, and worksheets best practices — May 2025 Community Challenge
We’re kicking off a new Best Practices Challenge this month! Each Challenge highlights a specific topic where Community members can share their expertise, exchange ideas, and learn from one another. This time, we're focusing on the topic around boards, reports, and worksheets. Below are some prompts to spark your…
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Anaplan XL Enhancements
There are few things which I thought would make sense with respect to user using Anaplan XL: Creating Anaplan Connection: Currently creating Anaplan Connection gets active the moment we select module from a model, but still we can build reports from Any module of that Model. So its ideal to have ability to create…