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How I Built It: Effective filtering in Polaris
Author: James Sharrett is a Certified Master Anaplanner and Sr. Principal Architect at Anaplan. Hi Anaplan Community, In this ‘How I Built It’ tutorial, I dive into a common problem people run into with Polaris, and a general approach to designing efficient exports in both Polaris and Classic. There are limits on applying…
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Dynamic page numbering
Raising for @JackCarlingVM Is it possible to get dynamic page numbering in Management reporting (similar to PowerPoint functionality) based on ordering of slides? Currently the only way we have found to update slide numbering is to add a manual text box to each page in the report.
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limit input value how to set
Dear friends, I want to add a constraint to the left and right input values corresponding to the line items. If they exceed 100, an error will be reported. Is there any good way?
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Excel Add-in: Clone Workbook button
Currently on the Excel Add-in I am able to clone worksheets. I would like to have the ability to clone an entire workbook or multiple copies of a single sheet rather than doing this 1 sheet at a time. Why? * Currently the Excel Add-in does not allow for copied workbooks to be opened simultaneously * This will facilitate…
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Re-order a general list alphabetically
Hi, I'm trying to re-order a general list into alphabetical order. Its a hierarchal list and I'm not sure what steps to take. The list is a dimension for many modules and performs as a drop down menu for UX pages. Any guidance on this would be appreciated! Thank you Joe
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How to Generate a HAR File | Anaplan
Overview A HAR (HTTP Archive) file captures network requests and responses, helping diagnose connectivity and performance issues. Follow the steps below to generate a HAR file in Google Chrome. Procedure 1. Open an Incognito Window Close all existing Incognito tabs and windows in Google Chrome. Open a new Incognito window…
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How to Perform a SAML Trace | Anaplan
Overview SAML tracing helps diagnose authentication issues by capturing the SAML assertion details exchanged during the login process. Follow the steps below to perform a SAML trace in your browser and share the necessary details with Anaplan Support. Procedure 1. Install the SAML Tracer Plug-in Use the links below to…
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Exam 3 - A 2019 Actuals
Hi, I successfully loaded the provided 2019 Actuals file and updated the Sales Planning model and I am still getting incorrect answers for the first 2 exam questions which are based on this file. I hit every check point in the Level 3 lesson sprints and successfully loaded the file, so I'm not sure why my numbers are off…
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【2025年1月】プラットフォームアップデート
New UXの機能アップデート ・ネットワークチャートカードの追加 Polarisの機能アップデート ・ブレイクバック機能追加 ADO(Anaplan Data Orchestrator)の機能アップデート ・Microsoft SQL Server (MSSQL) コネクターの追加 ・使用状況測定の改善 ・変換ブループリント ビューの追加 ・インポートアクションタブ配置の変更 Administrationの機能アップデート ・職務の分離：例外ユーザーの割り当て機能の追加 https://us.v-cdn.net/6037036/uploads/YUU8WWT9AK03/anaplan-platform-update-jan-2025.pdf
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Add multiple list items to a List with subsets
Hello, Is there any possibility to add more list items to a Subset List and also be able to select the parent where the list item should be added? Currently I am using the Old UX and I use the "Create" Action where I can select the parent where I want to add the new item but the inconvenience here is that I cannot add more…
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Month Number respective month.
I want a line item where I can select the month by drop-down. For this respective month I need the number value of the month. How can I achieve this.? Like October is 10. I am thinking to create a month flat list and use it, but how can I get the number? And i would very appreciate you if you share screenshot.
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Tenant Audit Log - Usability
Make tenant audit logs more readable, showing when a user is added and what role has been assigned. Currently, the logs appear encoded with user IDs and lack details on what role changed. Can we have a history log for tenants like the individual model history logs?
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Lookup parent values in a non-composite (ragged) hierarchy
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: enable the LOOKUP: of calculated values in a non-composite hierarchy How often is this impacting your users? frequently (every…
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Activity 4.6.4
When importing the excel file I keep getting an error message saying “import complete but with failures” and the failure is an invalid code. It says US is not the correct code. Anyone know how to help?
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Sankey (Flow + Magnitude) Charts
Hi Anaplan, We've had a few requests now for Sankey charts to show flow direction of data as well as the magnitude of this flow. Especially pertinent in allocation processes where you it would be great to be able to visualise the movement of data from one location to another i.e. Allocation of L3.C to G5.A & G5.B; or Sales…
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How to calculate Percent of Total in hierarchy and Put on a chart
I'd like to do two things here and would appreciate your help. I think I could do it with 15 steps but there has to be a better way. I've got a hierarchy called Workstreams with Products, Projects, and Unallocated that accumulates employees hours worked by month. In this module, W2 Workstream detail is the rows and then…
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Recording now available! January 28 platform release event
If you missed our January 28, 2025 platform release event, the recording is now available! In this webinar, we highlight the most recent feature releases and how to take advantage of these in your environment. Our expert-led session demonstrated new features and innovations, provided a technical deep-dive and “how-to”,…
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Workflow : Skip on Blank Assignees
Half a question and half a thought on the below toggle that I noticed has appeared recently Does this mean that you could setup a flow which was Task A - Task B - Task C where you could go directly into Task B if you weren't part of Task A? Or does Task A still need to be fully completed before going to Task B? And…
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Delete Dormant Users from the Anaplan Tenant Admin Tool
The ability not only to disable but also delete dormant users directly from The Anaplan Tenant Admin tool. The assumption is that the Anaplan Tenant Admin tool can also offer a feature to enable the Tenant Admin to identify how long a specific user or group of users have not logged on to Anaplan models facilitating the…
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Interpolation
How can we do interpolation in Anaplan? I need to interpolate scores from the following criterias: a. Min number with equivalent score b. Max number with equivalent score Thank you!
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Timeline Chart improvement - Event Calendar
As a User I want to navigate my Events from a Calendar view on top of the current Grid view. This to leverage the insights which a Calender view provides for visualizing the time relationship of an event and between events. To establish this the current Timeline Chart is to be enhanced by functionality such as: Actions The…
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Optimizer OR
Dear Community, is there a possibilitly to use the logical OR in a constraint for the optimizer? I am trying to compare a variable to a constant. The constraint should default to TRUE if the varible equals zero or is the variable equals the constant. I came up with a non-linar equation (x * (x-y) = 0), but I do not know…
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How can we retrieve Module IDs & Line item IDs?
Hello, Is there a way we can retrieve the module IDs & line item IDs? It'd be really helpful in understanding the MAPS report instead of having to copy paste & check the id for each line item. Thanks!
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Browse new file when running import action.
Hi everyone. i created an import from CSV. now i want to publish this using page. my only concern is everytime i click the action/import. it wont let me browse to a new file. it only import to the old csv the i used to import when i created the action.
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RANDOM() Function
Excel Having two functions RAND RANDBETWEEN both function generates random numbers, it will be very useful for model builders and end users to use same function in anaplan. please suggest can we get same function in anaplan.
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UX Grid Filters: After initial filter is applied, how do I get subsequent filters to reduce options?
I am working with a grid with a large amount of data. After an initial filter is selected and the end user moves to further filter the data with a second filter, all available options are still shown. I was expecting to see the options in the second filter truncated to just the options possible after the first filter. For…
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CloudWorks—This is how we use it, Part 3: The CloudWorks API
In Part 3 of our CloudWorks - This is how we use it series, we will introduce you to the CloudWorks API. This is typically for an audience comfortable with REST APIs concepts and programming. If you need a refresher on What CloudWorks is, see Part 1 or, for how to set it up, see Part 2. CloudWorks API will allow you to…
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Filtering a Custom Report Based on User Selection
Hello, We have a series of reports that we want users to have the option to select a Year over Year comparison (such as 'FY25B vs FY25A' in the dark blue) and the corresponding light blue to be filtered. Below is an end result of one selection: If a user were to select 'FY25A vs FY24A' the result would look like this: This…
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To access Level 1 Model building course (Talent Builder Program)
Hello everyone, @AnaplanAcademy I have been completed the Anaplan way, and I’m interested to complete Level 1 Model Building certification but could not be able to access in the academy, could anyone please assist or provide suggestion for this.
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Export module data specific to a page selected using an action
Hi Team, I want to create an action event through which I want to export specific page data to a CSV file. I have a page selector which has 3 pages. (version 1, version 2, and version 3) I want to export specific version data by passing the version number as input. Refer to the attached screens. How can I achieve it Any…