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9.2.5 Activity: Add Formulas to Price Growth Rates Staging Module
Hi, I'm unable to add in the 5% into the REV04 Price Growth Rates, so that it feeds into REV05, first snip is me, this is how it's meant to look …. REV04 must be wrong, but I can't figure out why i can't add in the figures in. thanks
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Chart with secondary axes, and different types
I am fairly new to Anaplan reporting, I might not yet know of a workaround, For various reports we might want to plot different measures with different scales. For instance the evolution of a population having a car and a percentage of said population. I would imagine a column graph for the population, and a line for the…
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Native function for Date & TimeStamp
Hi, is there in Anaplan the possibility to retrieve current time (date and time)? I know that now this is possibile only via integrations, but I will need to know if there is a native function.
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【2026年6月】プラットフォームアップデート
User Experienceの機能強化 ・リアルタイムでのチャート作成 Workflowの機能強化 ・ワークフロービルダーの「元に戻す／やり直し」 ・一括送信および承認 ・意思決定タスクのフィードバック CoModelerの機能強化 ・機能拡張 Optimizerの機能追加 ・ワークフローとの統合 ・実行時間の延長 Forecasterの機能強化 ・新しい統計手法の導入 セキュリティとテナント管理 ・新規ユーザー アクティベーション メールの強化
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Conditional Formatting on Booleans
As a model Builder I would like to use Booleans as a Basis for Conditional formatting. For example. I have a Boolean/ Checkbox which indicates that not all fields in a new Item/ setting has been filled. I would like to be able to use that boolean directly instead of reverting to a number. The advantage would be to save on…
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Expand and collapse items in a grid
As an mobile builder and as an end-user I want to expand and collapse hierarchy rollups and line item summaries So that I can more easily consume grid data.
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Management Reports - Automating PDFs
Hi, we need to bulk export approximately 150 customer Management Reports as PDFs each month from Anaplan. It involves selecting each customer from the context selector, exporting to pdf and then renaming the file. Currently this is a manual process. Has anyone implemented an automated solution to bulk export Management…
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Recommended Design for Determining Whether a Source Combination Exists in a Target List
Hello Anaplanners, I'm looking for advice on the best modeling approach for a DCA use case. Scenario I have an input module called "CC-Account Activation". It is dimensioned by: Cost Center (CC) Account Users can select an Activate? boolean to indicate that a Cost Center / Account combination should be activated. I have a…
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Workflow permissions
Hi, As mentioned on our ticket CS0045337, workflows don't work accordingly the beaviour. If the creator of a workflow quite the company and the workflow is parametred to work with the trigger permission — we always disable the option "Run with origin user" — it has to work, such as cloudworks work. The change of ownership…
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Custom Subtotal Aggregation That Still Cascades
How I got a subtotal to subtract one of its children — and still roll up correctly to the total — without touching the parent. The problem I had a P&L subtotal — I'll call it Net Other Income & Expense — in a standard list hierarchy. By default, Anaplan sums the children into the parent: Net Other Income & Expense ├──…
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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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11.3.4 Activity: Add Formulas to Profit & Loss Report Module
Hi, I am stuck in trying to get the output of the below: After following the instructions my output is as below. From Jan 25 onwards my fields are empty whilst the desired output above is filled: This if the file i am uploading with both Actual and Budget, however when i upload it does not seem to be uploading the Budget.…
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Group Workflow Task
Hello Anaplan experts, I have created a workflow template with several group tasks. I have assigned these task to several users. Question: am I understanding correct that a group task is considered complete only when all users have completed it? I have tested and found out that if one user has completed a group task but…
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Adobe PDF in Workflow
Our report books are currently being run in a workflow. The only available outputs of report books are excel, however, we present to management in PDF format. This creates a lot of manual lift as each report book has to be exported (or emailed) and converted to PDF before sending to the end user and we have upwards of 32…
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Ability to send Foreach-generated exports as email attachments in Workflow tasks
Hello, I'm submitting a question, or an enhancement request if this doesn't already exist. In Anaplan FCR, the Workflow module currently supports two separate task types: creating files via an export task, and sending emails to non-Anaplan users. My request, which would be very valuable for day-to-day FP&A use, is the…
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Increase Process Status report retain logs for more than 21 days
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: Due to internal audit politics we need to increase the time limit to keep more data in the Process Status report. Unfortunately…
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FCR: Regarding the availability of the text color change feature in Workflow
When configuring an action task, such as a ToDo task, users can enter freeform text and specify the text color in the Info Text and Description fields. We understand that this feature is intended to allow users to change the text color. However, when the workflow is executed, all text is displayed in black. The situation…
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Cloudworks : Duplicate names
What could be the rootcause, and how could we fix it ?
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Line items used as filters in saved views
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: One of the biggest challenges when maintaining large and complex Anaplan models is understanding the impact of changes made to line…
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Anaplan 101
I'm currently working on optimizing our business planning processes using Anaplan. Given its robust real-time data integration capabilities, I'm looking for practical solutions to efficiently manage complex planning models across various functions such as finance, sales, and supply chain. What are some best practices for…
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Support for Dual-Axis Charts in Anaplan UX
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: Currently, Anaplan UX charts support only a single Y-axis. This makes it difficult to visualize two related metrics with…
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Anaplan API - Python
Hi I wanted to ask whether with the changes in MFA whether there will be any issues continuing to use this python package to manage integrations with Anaplan. https://pypi.org/project/anaplanConnector/
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Can an email notification be triggered outside of workflow
I would like to trigger an email to a user based on a boolean. Specifically, send an email to an admin when a list needs to be reset. I am aware that WSA gets the notification within Anaplan, however I would like to send notification via email as the Admin is not logged into Anaplan on a regular basis
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Forecaster Advanced Explainability — time-phased writeback into a Time-dimensioned module: expected
Hi all, I'm using Forecaster's Advanced Explainability export ("Send to Anaplan") and I'd like to confirm the intended behavior and the correct interpretation of the results. Context The Advanced Explainability data form requires a Time dimension, and it writes feature values per period into a target module dimensioned as…
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Module Security/Restriction in Anaplan XL
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: We have modules which should be accessible on UX but not in Anaplan XL or Excel Add-ins. For example we have employee data which…
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Bulk Data Change Details in History Log
As a model builder and administrator, it would be a huge improvement if the history log could provide details into Bulk Data Changes. Our company utilizes user imports, and it is very difficult to track down changes when everything is grouped into one line of history. One option is to run history on individual cells of…
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Dependent Dropdowns
Hi I have set up a Property on a list so that I can filter the list for only certain items in a user filter. I have successfully done this on another list but for the one I am currently working on, the dependent box is unable to be selected. Can anyone guide me as to why this checkbox could be greyed out? Thanks in advance.
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New Release : Chart from Grid unavailable
Hi, I tried using create chart from a grid, but step 2 is unavailable and grid logo is grey. Any idea why ?
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Does the Standard Planner license include Workflow access?
Hi everyone, I have a question regarding the Anaplan licenses. If an organization purchases Standard Planner user licenses, do these users automatically get access to the Workflow feature? Additionally, I would like to clarify whether the Workflow capabilities included under this license level are considered "Standard…
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Which is better for Polaris' performance? SUM or LOOKUP
Hi folks, I was testing which function performs better in Polaris to pull data using a 1:1 mapping. Let me first give you the context: I have a DAT module where many KPI metrics are structured as a Flat List with only one line item (Amount) to store data. Then, I have a CALC module whose line items are also KPI metrics.…