Recent Discussions

When we are designing boards for clients we often have a trade-off between: Too many pages Too much information on the page A really powerful feature would be to have the ability to show hide elements of the page (example: fields, cards, grids, charts or even entire rows) based on a line item that can be a user selection /…

If I have an Anaplan page open and leave for an hour and get logged out, logging back in takes me to the home page of Anaplan now instead of to the page I was already on and to fix it I need to right click my back button and click on the page I was already on and that takes me where I wanted to go. I generally keep about…

Hello, Former Anaplan Support member here. I was just about to create a Support Ticket for this intermittent error message, I wanted to see if there were others who have run into this message before? 1) I am checking to see if other users are facing this issue. 2) This is not model or workspace specific. I have already…

I applied for PSA back in November 2025. did L3 and the exam and all and i have been a model builder since 2022. is everyone the same or there's something wrong with my application? i tried reaching to Academy but they say they have no update in my case.

Idea: It would be very helpful if Anaplan Data Orchestrator could send a notification or display a message indicating the number of rows that were updated, inserted, or exported when running an outbound workflow. Why this matters: Currently, after running an outbound workflow, there is no immediate feedback on how many…

Author: Alexandru Pavel is a Certified Master Anaplanner and Solution Architect at Keyrus. In manufacturing, supply chain planning, and production management, it is often necessary to determine the quantities of raw materials required to produce a finished good. This process, commonly referred to as BOM (Bill of Materials)…

Author: Vamshidhar Reddy Peesari is an Anaplan Solution Architect in the BI Planning Center of Excellence, specializing in large-scale Polaris models and model governance. If you build on Polaris, you live with the number 64. The Dimension Index Total — the sum of the index scores of every dimension on a line item — is the…

Hello everyone, I encounter a problem concerning the formula of "Offset Volumes for 1st Forecast Year" . I wrote the formula that seems logical to me but it doesn't work. Can someone help me correcting it ? Thanks in advance. N.B : The first image represents hints for the formula and the second image is the formula that i…

Hello, I recently had an export issue with grid cards on the UX. A user Click the ellipsis (…) on the top of the grid card, wanting to export the grid as a CSV, but the only option was PDF. It didn't even show the export this view button, it was just export as PDF. I could go to the same page, and I was given the option of…

Financial planning models are constantly evolving throughout Forecast and Budget cycles. New requirements, model enhancements and business changes are essential to support better decision making. However, these ongoing developments can create a challenge when approved numbers used for management reporting remain directly…

It would be great to have a function to get current date and time. Timezone settings could be common for all users and maintained in the settings section

Author: Daniel Badura is a Certified Master Anaplanner and Solution Architect at Dr. Oetker. A consistent, transparent planning approach offers many benefits, but applying it across an international organization is no small task. Markets differ in priorities and business practices: customer preferences and buying habits,…

Hi, I currently trouble importing data into the DAT01 Beginning Inventory module. Kindly advise.

Since Anaplan inexplicably refuses to put process ID as a backend field (like on the actions panel where it would make perfect sense) + has now deprecated the way you used to be able to get it in the browser, how are folks getting this information now? My company has limited postman licenses and does not want to be…

Author: Ryan Rist is an Anaplan Solution Architect at General Atlantic. Hello Anaplanners! I’m happy to share my ‘How I Built It’ tutorial today; a fun football game/tool. Football Survivor is a competition where people select one team per week. If that team wins, they move on. If that team loses, they are knocked out.…

Hi Everyone, Greetings! I'm looking for recommendations on further optimizing a performance-intensive line item in Polaris. Background I have a module (Expense) containing a Boolean line item (X) with the following dimensions: Time L5 Flat Product L3 Flat Channel L5 Flat Expense Expense Actions Note: All flat lists are…

My model is displaying the incorrect Beginning Inventory starting Week 5 and I can't figure out why. This is my work: This is the provided "Check your work" This is my Time Module: Why isn't week 5 showing ending inventory of previous month/Week 4? It's pulling data from the DAT01 module instead.

Hi everyone, Has anyone run into this issue before? I am trying to import data into a Marketing model list using a saved view (Update B3 Product Dist in Mktg) from a source model (FinancialPlanning_Dev_Polaris). However, when I try to set up the import action, I get the following error: Select SourceFailed to retrieve…

If we go down lowest descendants for 2 hierarchies something like this {Descendants([Planning Org].[Planning Org].[ALL].[AllMember],255,LEAVES)} then the queries timeout what is the best way to use lowest decendants so it doesnt scan the whole hierarchy

I have users taking the L1 Model Building Training, but I am not sure what roles to give them in Anaplan so they can complete all activities

Unable to select hide functionality on right click on ux page .

I am facing the above issue while loading my models. Can anyone help?

Hi ! I have a list of obsolete products received in our DataHub that need to be removed from the DataHub and downstream models. How can I perform the impact analysis to identify where these products are being used, and what is the recommended way to delete only these specific products, considering that the product list…

Unable to select hide functionality on right click on ux page .

Stuck on writing the DEV_View? formula that would help me to check all these 3 at the same time? : Beginning Inventory <> 0 Distribution Center is in the Location DEV list SKU is in the SKU DEV list Any suggestions or similar formula I can look and try is highly appreciated. Steve

Hello - I am in the training certification level 1 and I am new to Anaplan. I will ask the community if I have any questions. Thank you!

Hi, I received an error msg regarding the workspace exceeding the size limit when I wanted to add more lists into “Applies to” as I added an additional context/page selector and needed to add up the figures with an additional criteria in the formula bar using the sum function Is there a way to resolve this issue? Kindly…

The Integration Admin role needs to be assigned differently to a user than other roles. It would be great to harmonize these settings as I did not find it myself. Maybe other roles are affected as well Administration → User → Roles vs Access Control → Assignments

Hi all, I'm working through exercise 11.3.4 in the L1 Model Building course and running into an issue with the Forecast vs. Actual logic. I've set up the Forecast line item with a formula referencing the Current Period (using CURRENTPERIODSTART/time settings as instructed), so that it should pull Actuals up to the current…

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: New Maintain \ Consolidation \ Clear tool Great improvement on the old solution thx BUT ..... If there is one place where having…