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Set up Anaplan Workflow Approval process at higher level
I need to create an Anaplan workflow where a task is completed at the subregion level, but the approval happens at the higher region level. The current Anaplan workflow functionality seems to require that the approval task is on the same page and at the same hierarchical level as the completed task. My specific question…
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Display fiscal year label as FYXX/XX for cross year configuration
Hi, My company is using a fiscal year that is not aligned to the conventional Jan-Dec period hence it will cross over the calendar year. In the Time settings, we can choose to align the fiscal year label to start or end month but the format is still FYXX. However it will be clearer if we can use a format like FY22/23…
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【2025年8月】プラットフォームアップデート
New UXの機能のアップデート ・複数ブラウザタブ間の同期 モデリング機能のアップデート ・ページリストの強化 ・UXページ依存関係データ ・Polarisの新しい関数 ADO機能のアップデート ・CSVへのエクスポート
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1.3.15.1 Rename Actions
HI, I am lost for this part. I have creat a new process "5 Load Geographies". But then I don't understand want to do and why. Can I have some help please.
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Poll: Should I have a single model or two separate models?
Hi Anaplanners, I am hoping to collect some feedbacks from you on an ongoing discussion I've been having with my stakeholders. My organization currently have 1 TQP model, which is focused on keep the model small and agile, and quick enough for about 200 managers to use to plan out their territories within a 5 weeks…
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Unlock Your Next Level Model Building Potential with Improved Anaplan DX
Hi Anaplan Community! I’m excited to present you Improved Anaplan DX by valantic, a Chrome extension, that also works seamlessly on Edge. This tool is designed to make your Anaplan model building experience smoother, more efficient and supercharge your productivity. Download the Improved Anaplan DX today to bring your…
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Disclosure Management Issue
Hi Team i'm facing the challenge with table format and data formats altering in Disclosure management word after refresh. Can someone help on this formats issues
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Level 2- Sprint 3- INV01 Question
Could anyone help me with the questions below? 1. My Beginning Inventory is not showing correctly with the effect of ending inventory, it shows the same number, please see the attached screenshot. My formula is IF NOT 'SYS01 Time Settings By Week'.'1st Forecast Year?' THEN PREVIOUS(Ending Inventory) ELSE 'DAT01 Beginning…
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3.3.4 Activity:Shipping Time (Weeks) Convert yearly shipping times value to weekly value
What am I doing wrong? Check Your Work: In the INV01 Inventory Ordering module, what is the Shipping Time Weeks for Cookie Crumbs_EN in Week 1 FY20? The correct answer is 4 but I am getting 2. The Data Hub DAT02 Shipping Metrics has the following values: Air =1, Rail = 4, Road = 2, and Ship = 8 I have run the import…
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Level 3 and 2025 Recertification
I just completed Level 3. Based on reading (Below), I want to clarify that I do not need to take the 2025 Recertification example What if I'm in the middle of Level 3? How should I proceed? If you’re currently working through Level 3 or have already completed the model build, you should continue and complete it. Your…
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L2 Model Building Sprint 1 Activity 1.5.6: Facing issue in importing data
Hello, When importing data in DAT03 Historic Volumes Module, which contains week wise volume data of the previous year (time ranges was created, and included as line item in the module), I am facing the following error: Import into DAT03 Historic Volumes module unsuccessful: Ensure the column headers in the import file map…
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How do I read CreatedDate in Audit export?
In Audit export I see createdDate=1757597543000 . How do I interpret this number? What date / time is it?
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L1 Model Building 8.5.3 Activity: Import Data into Volume Inputs Module
Hi Everyone, Could someone please advise how to map this data in L1 MB activity 8.5.3. Please see the screenshot, I have tried time with Column header and then mapping time values manually in the time tab but it fails to map all values ( 36 values failed) Many thanks in advance.
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Ability to Show Dimension Headers
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: Below table is an example from a fictional Position Planning application. The left column shows items of a dimension called Position.…
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New Idea - Tenant Log - Workflow Deletion Records are not captured
We have recently identified a potential issue in the Anaplan platform related to workflow deletion not being captured in the Tenant Audit Logs. While the creation and modification of workflows are being appropriately logged, we have observed that deletion events are missing from the audit trail entirely. This gap poses a…
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New UX: Ability to Hide Parents for Fields Drop-Downs
Hi Team, Being a page builder it would be great to get ability to hide parents for list formatted Field card items and reflect the lowest level of the hierarchy only. See an example, here we have 6 levels of hierarchy, for some cases, I would prefer to show the lowest level (L6) only to make it more readable and convenient…
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When deleting a formula from a module I would like the data in the module to also be deleted.
When deleting a formula from a module I would like the data to also be deleted/removed from the module. I realise the data can be removed manually by selecting the data in the module and pressing delete, but in a module with many thousands this is a time consuming process, particularly as Anaplan only allows deletion of…
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import monthly data with months in columns
is there a way to import data with months in columns (usual excel table view)? I have to transform the data so there are rows to cover each period in the upload data form, but I am wondering if there is a better way to just import the data as is with the months in the columns. please let me know what you think. thank you,
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Multiple Roles to a single User
Hi, of what I know, it's not yet possible in Anaplan to set multiple Roles to a single User within a model. This would be a very useful enhancement, since it's very often asked from customers. User A —> Role 1 User B —> Role 2 User C —> Role 1 and Role 2 In this moment the workaround is to create a different Role for User…
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2.3.9.2 Update Historic Volumes for Baseline Forecast
Hi I am having trouble with the formula creation ,Please help I am using the below formula : IF 'SYS01 Time Settings By Week'.'1st Forecast Year?' THEN OFFSET(Volumes,-52,0) ELSE IF ('SYS01 Time Settings By Week'.'2nd Forecast Year?' THEN OFFSET('Offset Volumes for 1st Forecast Year',-52,0) ELSE 0 I am getting an error as…
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Can we disable Create page button from the UX page
I want to disable the [create page] button for the end user from the dashboard. The end user can create a page or worksheet to link to the module to edit the data. can anyone please give some suggestion? Thx…
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Select Edit Cell data at Line item level on UX Settings
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: In Anaplan UX, when building grids or cards for end users, the current "Edit cell data" setting applies to the entire card. This…
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New UX: Restrict Editing on Field Cards
Can't find this as an existing idea! It appears that Field cards are always editable. I find that Field cards sometime make more sense when added in a bunch (compared to KPIs) and also look better to show some System Mapping fields. However, it is not ideal that the users are able to change these mappings. Can we have the…
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L2 Model Building - Sprint 1 1.4.3.2 Import Data & Add Formula
I cant for the life of me figure out how to map this part. I think i have tried every combination without luck. can someone please explain to me how to map this import?
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Remove Disabled Users from Consideration under LMR
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 has come to my attention that disabled users continue to count against a license under LMR. This has been confirmed by support. As…
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Show or hide item from LIS is possible?
Hi, Is it possible to show only override items from line-item subset on NUX context selector? In backend we are using all the P&L items for the calculation but need to show only override items on NUX. Is it possible? Any help much appreciated!
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Batch Script
Hello team, I am logging into Anaplan through SSO. I would like to create a batch script to import a file into Anaplan. For the Spoke model, I would like to run an process via a batch script to import data from the Data Hub. Can anyone provide me script for both the condition.
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Random number generator
Is there a way to generate random numbers from a defined range of numbers so that the numbers being changed regularly in a module every time we refresh the model or just run an action?
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Ability to apply filter on page selector in management reporting
It would be beneficial to have filter on context /page selector in management reporting slides
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UX best practices for building impactful dashboards in Anaplan: Part 1
Author: Arjun Gandhi, Certified Master Anaplanner with over a decade of experience leading enterprise Anaplan implementations across industries. ———- “If your dashboard doesn’t tell users what to do within 10 seconds, it’s already failed.” 🧭 Introduction: Why UX design in Anaplan matters Anaplan’s UX is more than just the…