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Level 3. QUO06 Tenure Calculation
Hello, Can you please review my formulas here: i am not sure why I see 5+ years here for everyone: Thanks,
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Anaplan Level 3 Assign accounts to territory
Hi, when I am assigning the account to the territory I am always facing error as below and account never get assigned to the territory , what could be the reason ? When I use same method for unassign it works .
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YTD Should Exclude Current Month and Include Actuals Only
Currently, Anaplan’s native YTD (Year-to-Date) calculation includes the Current Period, even when that period contains forecast values. Issue From a financial planning and FP&A perspective, YTD is expected to represent Actuals only. However, Anaplan calculates YTD including the Current Month, which can contain forecast…
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Anaplan ⇄ Google Sheets pivot tool — feedback welcome
We've been building a tool called aplan4sheets and we'd genuinely like input from this community — both on what we've built so far and on what we should prioritize next. The problem we set out to solve: Anaplan's Excel add-in is Windows-centric, and there's no real native way to pivot Anaplan data in Google Sheets. We…
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Show List Name in Blueprint Format Column (or as an additional column at the end)
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: When working in Blueprint view or exporting module blueprints, list-formatted line items do not clearly display the list name. In…
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Activity: Prepare Data Exports
Hello, i had a trouble to understanding to fill the formula on "Code" line item, if the purpose was to get the code on G3 Location, why don't just make the line item format List and refrence G3? well i try that, and i got another question, why you cannot refrence straight to G3 grid Code? and what the downstream mean in…
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User story 3.3 To derive Monthly Commission Forecast
Hi, My values of monthly commission forecast is not matching the Check your build values. Please help to identify where I am wrong. As I have attached screenshots of the blueprint and module grid view. Thanks, Sre Varshaa S
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I need to flow data from a model DAT01a in PBF Dev to PBF Consol
I need to flow data from a model DAT01a in PBF Dev to PBF Consol, we use connectors to do this OUT3A and OUT3B Any instructions or tips on how to build or test the data can be flowed through to PBF Consol?
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1.8.5.1 Import Data into G1 Region List
Hi Everyone, I am unable to import G1 Region List code from Data hub to Supply chain. Could anyone help with this please? The GI region meant to pick up from SYS05 Region Details 2 code but it didnt. I tried to import it through general list. I dont know what went wrong
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Question for 4.8.2 Employee Mapping
I am having issues with mapping. The upload is successful but in the code, some of the employees have names instead of the country code. Can someone assist and let me know what I am doing wrong? I went back to previous lessons to make sure I am doing the right mapping as well.
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PlanIQ algorithm properties
Review the table below for information on each algorithm and its specific properties. Question? Leave a comment!
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Ability to change Pivot in Google Sheets Add-on
The Google Sheets add-on doesn't let us change the dimensions in the Pivot when setting up the connection, unlike the Excel add-in. We need to create custom views in the model to be able to pull the data in the format we want. This is a big deterrent towards adoption of the Google Sheets add-in and restricts the…
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Pivot feature for Google add-ons
The information toolbar suggests that we pivot in Anaplan using filters and pivot feature. This is an inconvenience from the user experience perspective. If that were to be the case then we are better off creating views for everyone. Moreover, this feature that's been mentioned as information does not work as intended.…
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3.3.5.2A Beginning Inventory, Forecast Demand, and Suggested Order Line Items
What is the correct formula to display Beginning Inventory?
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L3 Model Building Sprint 2 - User Story 3.3
Hi Community, I was able to match my Target with the screenshot provided in the training. But after applying the commission and attainment % to Quarterly Target and then using Quarter Apportionment to divide quater values into monthly interval. My screenshot doesnt match the check your build. Commission% for Janell is 10%…
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Save user specific adjustments to column widths in a grid on a UX page
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: Users need the ability to save adjustments to column widths that they make within their module views of a UX page and have those…
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Hi everyone, I’m trying to confirm whether our workspace/model is actually running on Polaris or Cl
Polaris or Classic Engine.
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Level 2 Model Building: Sprint 3: 3.3.5.2B Shipping Line Items
Hello, I hope you’re doing well. I would like your help with the Shipping Time Weeks formula because whenever I try the formulas, they don’t work.
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【2026年4月】プラットフォームアップデート
Polaris機能のアップデート ・三角関数セットの追加 ・MOVINGSUM式 ・ラインアイテムの上限 セキュリティとテナント管理 ・ベーシック認証におけるCAPTCHA Anaplan XL (バージョン 2604) ・オフラインライトバック ・Anaplanのサイレントサインイン ・機密性の高いデータの自動消去
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Enable Export of New UX Pages and Module Metadata from New Model Experience
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 export and document Anaplan New UX pages and model metadata for governance, audit, impact analysis, and knowledge…
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Avoid the roll back every time the formula is wrong
Every time we create a wrong formula the system runs a roll back that takes about 8 minutes!! We would like to avoid this roll back... it takes so much time during the development phase! They could just send a warning message!
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Uploaded Date data in other formats
I am trying upload data from a CSV with date. For size reasons, I don't want to dimension the module by date but bring it in as a line item formatted as date. The problem is that person that will be doing the upload is in Italy, and their date format is different. When she does the upload, the date gets messed up…
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Allow workflow schedules to be set to run on certain business days of the month
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: When we create a workflow, we really need the schedule to occur on certain days to align with the planning calendar (business days…
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Is formula for "Confirmed Purchase Order Receipt" correct ? Sprint 3 Level 2
IF Confirmed PO Delivery > 0 THEN POST(Final Shipment Amount, -Final Shipping Time Weeks) ELSE 0 I'm not sure if its correct or not ? Any leads would be helpful, I tried putting in exam but it shows wrong. Should I use SETOFF instead ? like " IF Confirmed PO Delivery > 0 THEN SETOFF(Final Shipment Amount, Final Shipping…
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Job Aids During Discovery Phase?
Hi Everyone, Are there any documents/job aids that summarize the key questions to ask clients during the Discovery Phase? I'm referring to more specific questions than the broad overview in the Anaplan Way. For example, there are great posts here with questions you could ask a client when figuring out what dashboards they…
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Board Insights Panel - Drag and Drop
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: The newly released Board Insights Panel is a great addition to the platform. It would be nice if as a page builder we could take…
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Event recording available: CoModeler for Clear, Correct, Continuously Improved Models
If you missed our spotlight event on Anaplan Community Experience: CoModeler for Clear, Correct, Continuously Improved Models , a recording is now available. Our partners at Polestar Analytics, Steven Gnatovich and Vijay Vyakaranam shared with us how they are utilizing CoModeler in their implementations. The session…
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How I Built It: Refreshing current date in an Anaplan model using Cloudworks
Author: Sai Bandaru is a Certified Master Anaplanner with six years of experience architecting Anaplan models. Hello Anaplanners! In today's fast-paced business environment, having accurate and up-to-date information is crucial for making informed decisions. In this ‘How I Built It’ tutorial, I'll explore a practical and…
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3.4.4 Activity: Create Stock Exceptions Review UX Page
Hi All, I would like to ensure I am following the right path in building the Stock Exceptions Review UX page. My INV02 module is ready with the stock exception count at product family and country level. Here is my formula for Safety Stock Flag Count - 'INV01 Inventory Ordering'.Safety Stock Exception Count[SUM: 'SYS08 SKU…
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How to remove old records from a list
I have a large number of records which are old and we do not need in the model. How do I remove them from the model?