-
Additional Insight Card Open Link not working in Dashboard
Cannot click on the title to open the Card, but in a normal worksheet, I can click on the title to open the card in the bottom window. In Dashboard, additional insight user has to click on the box icon on the left of the title, which is different from a normal worksheet. Please standardize the user experience if possible.
-
Workspace size
Monitoring the size of the workspace is crucial in Anaplan, since you must not exceed the allocated size. In general, what advice do you have? Thank you Julien
-
Default today's date on UX with ADO
Hi everyone, I am trying to make a UX Page with today's date as default. That means, everyday when I enter in my UX page, I will see today's date (so the date will change everyday) and the figures related to the date, will change accordingly. Any ideas or tips&tricks? I need to men tion that I need to use ADO and not…
-
Level 2 Sprint 2 2.3.10
Hi, as a result for the first question (2.3.10) I have the answer 71.34 but it should be 73.48. I don't seem to understand where I made a mistake. Could anyone help me out please? - DEM01 screenshot 1 (DEM01) - DEM02 screenshot 2 (DEM02) - DAT03 screenshot 3 (DAT03) - Formula: IF 'SYS01 Time Settings By Week'.'1st Forecast…
-
Chart Signage
In some cases, we want to reverse the signage of the chart so that if we have costs increasing in P&L, we want the chart to go up rather than down. Creating additional modules for this with the signage flipped creates additional overhead and space for these one off dashboards. It would be good if we could either change the…
-
Anaplan Polaris - ITEMLEVEL Question
Hello, I am trying to understand how the ITEMLEVEL function works. I am reviewing the example shown in Anapedia (https://help.anaplan.com/itemlevel-756d1428-5f1d-4d79-8274-d075a1bd312f) but I do not understand how Result 1 is calculated. For example, why does California returns 0 but Texas 4? Also, Spain returns 3 but UK…
-
Performace of using LOOKUP and SUM in the same formula
I've heard many times not to use LOOKUP and SUM in the same formula because it negatively impacts performace. However, I'm looking at the "calculation effort" cell and it doesn't appear to be negatively impacting performance much at all. I have the option of using some if statements instead of the SUM formula in my…
-
Sort on multiple line items like Excel
To enhance the usability of UX grids, it would be nice if users had the option to sort on multiple line items at once. This would mimic Excel functionality that allows for multiple fields and sorting logic in one sort:
-
Talent Builder Success Story - Cristian Pineda | Professional Model Builder | Keyrus
TALENT BUILDER SUCCESS STORY - Meet Cristian Pineda Meet Cristian Pineda, a Talent Builder graduate who landed a role with Keyrus. Read through his story as he answers key questions about how he navigated his certification journey, shaped his career path, and ultimately secured his role. 1. What made you choose Anaplan…
-
Share your favorite 2025 Anaplan features — November Community Challenge
As 2025 comes to a close, we're wrapping up the year with our final Community Challenge — and we want your input! Share your experiences with the Anaplan features that made a real difference in your work this year, and hear other Community member perspectives. Question for the Community Challenge: What were your favorite…
-
Share your annual rollover best practices — Community Q&A Challenge
The first Community Challenge of 2026 is officially here, and it's all about preparing your models for the future with seamless annual rollovers! A well-built Anaplan model anticipates the future. One of the most critical, yet often overlooked, aspects of model design is preparing for the annual rollover. Models are often…
-
Cloudworks Status "Auto_Deactivated"
Have noticed that in the last couple of days a couple of Cloudworks integrations have got a status of "Auto_Deactivated". Couldn't find anything in Anapedia and wondered if anyone knew what this was about? Seems to be something about the schedule as deleted the existing one, added it back and is now running fine but is…
-
Anaplan Export (Tabular Multiple Column): Saved View Line Items
When exporting from Anaplan using "Tabular Multiple Column", will the export include only the line items saved in the saved view, or will it also export line items that are excluded from the saved view?
-
Full Refresh with option to do a structural refresh
Currently a full refresh only refreshes the data. Structural changes should also be able to be fully refreshed into an existing source data object.
-
Is it possible to present different color by Hierarchy?
Hi, anaplan expert, our end users want to populate the report like my screen shot in below, there 2 hierarchy here, for example, P2 (Chocolates) and P3 (all items above Chocolates), now they want present P2 in gray color instead of white, so they can recognize different hierarchy in this report, is it possible to make it…
-
Mapping LOOKUP
I have a Combined String list and a Combined String Properties module. I also have a Mapped Flat List and a Mapping module. I want to bring the mapping from the Mapping module to the Combined String Properties. How do I do that? I know I should use a lookup, but I need help with the setup?
-
Is there a way to turn off the Show Comments Summary panel in UX pages with Comments?
This shows all comments across all data to all users with access to the UX page. This is not appropriate for any UX which might contain security access sensitive data. Comments on grids and cards ARE security dependent. That works fine. But anyone with access to the page can open this Summary Panel and see ALL comments…
-
Level 1 Training - Estimated Time to Complete General question
Good day all, I've recently started the level 1 training and have a general question on the time it takes to complete a module. Each module list a an estimated completion time, however it does not appear to be accurate. Example, I'm currently on module 6 with an estimated completion time of 30 mins, however I've already…
-
Add Syntax Highlighting
As a Model Builder, I would like to have "syntax highlighting" when I create my formulas in order to improve readability.
-
How to use a different 'Current period' for different versions
I'm working on a model with three versions: Actual (Actual version), Scenario: Prognose lopend jaar (current version), and Scenario: Budget volgend jaar. For one of the calculations, the Scenario: Prognose lopend jaar version needs to use a different current period than the Scenario: Budget volgend jaar. For this, I…
-
February 2026 platform releases and what’s next
Check out the latest Anaplan feature updates and enhancements in our February 2026 official release notes. There you'll find information on: User Experience Board Insights Panel Management Reporting on mobile Custom action buttons on mobile Modeling experience Four digit calendar Forecaster Holiday calendars UX pages…
-
On Polaris' Sparsity and Memory Efficiency
According to the Polaris website, it states that the higher the sparsity of the data, the better the memory efficiency. What exactly does this “memory efficiency” refer to? Does it simply refer to the model size?
-
Sandbox & Extended Learning Resources for learners
As Anaplan continues to evolve with advanced capabilities especially with recent AI driven innovations like CoModeler, Agent Studio and planning agents there is a strong opportunity to further enhance the learner ecosystem alongside the platform's innovations. One idea would be to introduce sandbox environment, along with…
-
Notification Button: Multi selection on Notification action created from UX Page
While configuring Notification button, from UX Page, either we can pre-select all the person need to be notified, or notified based on line item/role configuration. Idea: It would be good if we can let Users choose people who need to be notified, from UI. Like a checkbox based on User list. The user will then check the…
-
Best Practice for Formatting Export Headers - Removing List Name Prefix
Hi Community, I'm looking for the standard best practice for formatting column headers in a module export. When I export a list and use one of its properties as a column label (e.g., the property Code), the exported header defaults to the "List Name.Code" format. To create a cleaner and more integration-friendly file, I…
-
mapping actual data from its module only occur but cannot mapping forecast &bud in different module
Hi everyone, I’m facing an issue in Anaplan when combining Actual, Forecast, and Budget data into a single line item using IF logic to get P&l I want one calculated line item (revenue) that returns: Actual values in Actual periods Forecast values in Forecast periods Budget values in Budget periods the actual data in single…
-
FCR: Remove the Search Pop-Up in the Journal module
In the FCR Journal module, the Search menu always pops up when you first enter the module. This makes no sense when it is likely that the user will want to create a new journal more often than not. Remove the pop up and make create new journal the first option / page and allow the user to select search as an option
-
FCR Feature Enhancement: Copy data form when using same as source option
User Feedback: We use the copy data form to delete those unnecessary data in the model. However, we observed that when “Same as source” is selected, the target slicer values do not become blank; instead, they remain displayed in the form. Although the calculation correctly ignores the target slicer values, this behavior…
-
Model Bulder Mini Resume - Thiago Liberman Trajano
Mini Resume Name: Thiago Liberman Trajano Location: São Paulo, SP, Brazil Certification: Anaplan Certified Model Builder (Level 1 & Level 2) SCRUM Master Oracle Cloud - Data Science Educational Background: Degree in Economics from PUC-SP Master Degree in Economic Development UNIFESP Professional Master Degree in Data…
-
Building a Cash Flow Model
Hi, I have started Building a Cash Flow Model for my Excel Spread Sheet and I need advice on how to decide the structure of my Model. So far I have made Module's made after the Yellow Tabs in my Excel Model and made the Line Items of my Modules the First Columns in my Excel Sheets (The things that I need to calculate and…