Recent Discussions

I have 3 modules. First module has list with yearly values. second module has line items that convert the yearly data to quarterly. I want to convert quarterly data monthly in third module. The quarterly module has override capabilities so if user select set annual to 0, then the total for that year will be 0. If user…

Before we start, here's a quick description of what are simple lists. Then, I will share how each level in a simple list can be flagged. Simple lists contain list items in a single list with a parent/child hierarchy. For example: It's often tricky to apply logics to this list because you can only add data to child list…

I don't understand why I can't assign All Roles as a Top Level.

I can't figure out why my SKU file won't import. Where do I go from here?

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: Current options for Network charts are limited - no resizing (only zoom in/out) is allowed, background is always white, and you can't…

Similar to old UX, Hierarchical List of items within the page selector should be able to expand and collapse. This feature in old UX is very handy when you have a lot of list items with multiple hierarchies. In the NUX, it gets pretty difficult to select items when there are a significant number of list items you need to…

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 a workflow ends if a decision task is rejected and it is not possible to add workflow steps after the rejection. I want to…

It seems sensible that it should be possible to publish Anaplan(Fluence)XL grids direct to the Anaplan UX. This might best be enabled alongside a new type of UX screen.

Thank you to those who attended our recent event. If you missed it or would like to re-watch, here is the recording and a few resources to help with your recertifications! Don't wait to get the process started — you'll be glad you took the time to do it now before the holidays. Recording Chapters: 0:00 Opening 0:13…

Name: Snehitha Adicherla Location: Ohio, United States Certification: Professional Model Builder, Certified Anaplan Level 2 Model Building Educational Background: M.S. in Computer Science, Wright State University (2023-2025) B. Tech in Computer Science, VBIT (2018-2022) Profile Summary: Analytics professional with…

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…

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…

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…

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

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…

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…

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 "…

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…

Not seeing existing posts about this error. How to resolve this?

Author: Taichi Amaya, Certified Master Anaplanner, and Financial Planning and Analysis Specialist at Pasona Group, Inc. Reading time: approximately 5-6 minutes. "We need more detail in our forecasts. Let's have each sales rep submit their numbers individually — that way, we'll be more accurate." Sounds reasonable, right?…

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.

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…

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…

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!

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.…

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…

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…

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

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…