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L3 Sprint 1 : Sales Planning
Hello everyone, I created a new model to display the Sales Planning using the PY Revenue from DAT02 Revenue and the PY Actual Revenue from TAR02 Account Review, applying the appropriate LOOKUPs and using SYS99 to retrieve the % of Account Sales Target. However, when I compare the results of my build with the results shown…
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Working with Opening / Closing Balances and 'fake time'
We have an Anaplan model that uses "Fake Time" - that is a time dimension specifically constructed for the application and not one found native to Anaplan. For this reason the Opening / Closing Balance summaries don't work. We would like to be able to show the opening and closing balance at the beginning end of each weekly…
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Macroeconomic Variables
Hello Community, Is there a way to source into Anaplan for modeling purposes forecasted/consensus macroeconomic variables such as GDP, benchmark rates (Fed Funds, SOFR), Unemployment, etc? Thanks! Daniel
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Export Action to Power BI
Hello! I´ve created an export button to export a table from Anaplan to Power BI using Anaplan Connector. I can see the table in a list of export action in Anaplan, as shown below: However, I´m not able to find this export in Anaplan Conector in my Power BI. I search the right way to get to the table but this export name…
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Unlocking AI's potential: How Anaplan's new data layer ends planning chaos
Author: Miki Sato is a Product Manager, Product Management Team (Data Management) at Anaplan. Your data is now harmonized, normalized, and ready for the AI era. 1. The scale AI needs Are you ready to truly leverage AI, but constantly hit a wall because of data chaos? In today's fast-paced environment, planning needs to be…
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YTG, YTD Summary in Polaris
Hi All, Wanted to quickly check if the YTG, YTD summaries are not enabled for Polaris model yet unlike the Classic model. Thank you, Harshitha
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Combined grids - separate filters
It would be really useful to be able to have a separate filter for each section of a combined grid. I have a grid where we want to see year 1 by month (Grid 1) and year 2 and 3 by year (Grid 2) and then a total for all three years. I can set up a set of time filters that gives me this result so no issue there. The…
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Round Function
It would be great when using the Number of Decimal Places in the Round function if Anaplan rounded to the number of decimal places asked and it stayed rounded when going up the hierarchy. The summary is set to "SUM". For example, I have five children members with a formula ROUND(Value $ * value %, 2) function. Each of the…
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2.4.11.1 Create Product Family Manager Role
I am really struck in this lession and while doing this lession im having problem for giving the access to the particular user in the users , ,y doubt is am i the only one who cant see the users in users tab or else i dont know, because of this one step i am unable to complete the " L2 Model Building - Conclusion "…
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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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Time Period Formatted line items dependency on Time Range
Currently dropdown for time period formatted line items shows all time periods for Model Calendar. There should be an option to make them dependent on Time range applicable to that particular Module/Line Item. For Example: If Model has 5 years, a Month formatted line item will show all 60 months in dropdown even if that…
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Notification Action Does Not Retain Line Breaks
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've pre-configured a Notification Action to allow specific end-users to be able to send an email to an Admin. That Notification is…
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Retrieving Anaplan’s Optimizer logs step-by-step
Getting Optimier logs helps to understand how to tweak the model to speed up the solving time. Workspace administrators can download the Anaplan Optimizer log via an API. Links: - Optimizer logs for debugging - https://anaplan.docs.apiary.io/#/reference/logging Users can use Postman or perform this action directly in the…
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Cell count is too large error
Not seeing existing posts about this error. How to resolve this?
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Excel plugin issue with SSO
Has anyone gotten an error like this when you have SSO and you are trying to use the Excel plug in? We have some users that get the screen below but some don't. We have checked that all users have the same version of Excel. Weird part about the screen below is it actually says the connection was successful.
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Reset index of Anaplan List
Hi All, 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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Multiple clustered & stacked columns in the combination chart
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 are trying to visualize the various categories of our supply and demand across time in one combination chart through stacked…
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Azure SQL Connection, database name with Hyphens in Data Orchestrator
I am attempting to connect to an azure SQL database vis at the MSSQL connector in data orchestrator but am having issues and I believe it is due to hyphens in database name (which is a fairly standard naming convention I will note!) Example below (fake credentials) - has anyone else encountered similar and is there a way…
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Why the return value is False?
Hi experts: I put all the values into the formula, I think it should return TRUE, not FALSE, but why it return me FALSE? Maybe I missed something here ? Thank you for the help!
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Workaround for Formula & Closing Balance summary methods together in Polaris
Hello folks, Does anyone know how to work around the Polaris limitation of using the Formula or Ratio summary method alongside the Closing Balance within the same line item? I have a Business Unit list where the total (All BUs) must display the Corporate (1 of 20 leaf items under All BUs total) number of Unique Customers.…
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Anaplan Japan Best Practice資料共有
皆さん、こんにちは Professional Serviceの大橋です。 この度、Anaplan JapanのBest Practiceサイトをリリースしました。 これまで、プロジェクトの中でユーザ企業様、パートナー様に"Anaplan導入"に関する様々な資料をご提供してきましたが、必要な時にみなさまが自らダウンロードできる形で公開したいと思います。 Anaplan Japan Best Practice サイト https://anaplan.sharepoint.com/sites/Team-AnaplanJapanBestPractice/SitePages/CollabHome.aspx サイトの特徴…
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Model Map - Exporting Functionality
While the Model Map functionality already exists in Anaplan, it becomes difficult to navigate when working with large models. I would like to see enhanced support for full export capabilities of the model schema (DISCO). This would greatly streamline documentation efforts and save time when capturing model status across…
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Grouping Modules or Module Folders
We got several hundred of modules. I think it could be usefull if modules can get sorted/filtered by (dynamic) groups or even in folders in the modules overview. Maybe the Data Tags could used with this. //GP
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Calculating levels in a hierarchy for dashboard filtering
Summary This article describes the technique to dynamically filter specific levels of a hierarchy on a dashboard, and provides a method to select and visualize hierarchies on a dashboard. Details This article explains how to configure the calculation of the level of a list in a hierarchy in order to apply specific…
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IF list item 'x' THEN 'do this' ELSE...
I am trying to do an IF statement within a module dimensionalised by a List ('Volumes') which has 2 members: Retails and Wholesales. I need to do a particular calculation depending on if the 'Volumes' are Retails or Wholesales. I have tried IF Volumes.Retails THEN x ELSE y but this not work, giving the following error…
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Show the current/logged in user in a single line item
Hi Community, I'm looking for a solution to show the current/logged in user in a single line item that has no dimensionality. The use case for which I'm looking for a solution is a dynamic filter based on the logged in user + to calculate totals based on this filter. More specifically, I have a mapping table dimensioned as…
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Allow for line item subset to be more than just number formatted
Description of the enhancement required: Line Item Subsets are often used to build filter modules, as an alternative to using the Show/Hide functionality. Using a Boolean against a Line Item Subset on a filter module makes it very easy to select which columns should be shown or hidden on a dashboard. An example of the…
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【2025年10月】プラットフォームアップデート
2025年10月のAnaplanプラットフォームアップデート内容をお知らせします。 今回のリリースでは、UXの操作性向上、レポーティング機能の強化、 および外部システム連携・セキュリティ面での拡張が行われています。 New UXの機能 統合グリッド（Combined Grids） 複数モジュールを1つのグリッドに統合し、より効率的にデータを表示・分析可能に。 カスタムボタンのスタイリング ボタンにカスタム画像を設定できるようになり、デザインの自由度が向上。 セキュリティとテナント管理 IP許可リストの強化 IPアドレスポリシーをCSV形式でインポート／エクスポート可能に。 インテリジェンス Anaplan Forecaster…
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All of my DATA01 is cleared after 2019, is there any way I can fix this?
All of my DATA01 is cleared after 2019, is there any way I can fix this?
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Anaplan Report page issue in the UX
Hello community, I have an issue with anaplan report (functionality). The issue I have is within couple of slides. The data in that report is scrolling into a new page. There is a hierarchy in the rows and line items and time in the columns. My problem is, the hierarchy is getting broken in the second page. One of the node…