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3 Improvements for Comments in the New UX
Hi, I'm missing 3 basic capabilities on the current comments' fucntionality to be able to use it for my clients: 1- Comments are not flagged to end user 2- Not recorded in full context (in all dimensions I'm looking at) 3-No option to publish or export from Anaplan This custom fucntionality I built allows me to overcome…
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How to dedupe txn assignments on owners that appears in multiple assignment columns?
Hi all, I have a module, which is dimensioned by Txn, and within this module, I have a few columns where I can assign owners. Txn Assignment Module: Parent Account Name Oppy ID TXN Name SOL Terr SOL Terr 2 SOL Terr 3 BMO 111 1 Loner's Territory BMO 111 2 Loner's Territory BMO 112 3 Loner's Territory I want to create a…
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Dependent Context Selectors
Add the ability to filter context selectors based on a selection in another context selector (like in already existing dependent drop-downs)
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Dynamic Workflow Design
Hey builders! I'm tasked with designing an approval process through Workflow and doing this for the first time. This is a CapEx Request approval flow in which CapEx Projects roll up to Profit Centers. Approvers are assigned at the Profit Center level and go through several sequential stages of approvals. Below is my 2 step…
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How to Enable Multi-Selection on Page Selectors for Role-Based Access in Anaplan?
Hi Anaplan Community, I'm currently working on setting up role-based access controls in one of our models, and I’m looking to enable multi-selection on a page selector (e.g., for cost centers or functions etc.) so that users assigned to a role can select and view multiple items simultaneously. Here’s the specific scenario:…
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Input Values using UX Format
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 using the new UX functionality that allows us to alter the number formatting display for different list items - e.g. the line…
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Saving any data against parent members in a flat hierarchy or derive their levels.
Hi, As part of our use case, we need to publish org charts. After careful consideration, a flat hierarchy works best (not as per best practices, I understand), but when it comes to publishing KPIs on Pages, it seems almost impossible to calculate something at parent level. e.g. Here is the list. It's a flat Hierarchy How…
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Compare/Sync new module that is working properly from Dev to PROD model _no amounts in PROD
I have created a Module "report" in DEV and it is working properly there, then I used Compare/Synce to bring into PROD, but for some reason it is not working properly in PROD. I have not amounts in PROD. I did check for any missing constants. Can anyone help with this issue or any advise?
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Set text encoding format for anaplan connect script upload
Hi, I would like to specify in an Anaplan Connect script that UTF-8 text encoding should be used for the file I am uploading. Does anyone know the command for this, or another way to make this happen? Thanks!
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Fp&A case study access
Hi, I am not able to access 299 FP&A case study. Please provide the access for the same. Thanks Nitin
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2.3.8.2 Import into DEM01 Module
Hello, I'm attempting to import Volume Growth Rates.csv. When mapping the time (column headers) on the file, I select Periods, but there is no Y-M or M-Y option. I assume something is messed up that I'm unaware of. Any feedback would be appreciated. Sean O
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Exactly which models are used for Level 3 training?
In 1.1 Level 3 starter model, it mentions downloading "Level 3 Model Building Start" and "Level 2 Data Hub Start". When I get to 4.2 Connect the Dimensions, it mentions a FP&A model. I went back thru the previous lessons for level 3 and I'm not finding anything about downloading an FP&A model. Not sure if it matters or not…
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Count Unique Items Function
Hi, I have 2 lists, 1 is products and 2 is numbering - see screenshot. I have a module where it is dimensioned by product and the numbering and I want to count the number of unique values. Based on my screenshot, it should be 15. I saw there was a formula - isfirstoccurrence, but I'm not completely sure how to use this.…
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Anaplan Center of Excellence Charter
The charter template and general information guide are cornerstones to standing up the CoE team. — By Josh Baker, CoE Leader @ PJT Partners, and Asslam Umar Ali, CoE Leader @ Fortescue Metal Group(@Asslam). Hundreds of customers have established an Anaplan Center of Excellence (CoE), recognizing it as a foundational…
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An 'Overall Total' label on top of a stacked column or chart
Description: I would like to add an "overall total" data label to the top of a stacked column or bar chart. Example: We are looking at whether our new Agreements come from Existing Customers, Previous Customers, or Brand New Customers. But I also want the overall total represented on the graph as a data label.…
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Ability to Post Images Behind Firewall
Just curious if the Anaplan "images" card has the ability to post images behind a firewall? Or do all images within Anaplan interfaces need to be publicly available? I saw in a thread someone mentioned an "internal server", but what I'm not clear on is how to configure that, or if the "images" feature has any way to…
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Changing source file name
Hello Community! I´ve been working with Anaplan for several years now and whenever I´ve needed to change the import file for an import action I´ve just created the action again using the new file. This usually isn´t a problem so I haven´t given it a second thought but what if you had 15 actions that are included in several…
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July 2025 platform releases and what’s next
Check out the latest Anaplan feature updates and enhancements in our July 2025 official release notes. The information below offers supplemental information to that post. Planning experience External URL navigation button Page builders can configure navigation action buttons to link to external URLs, including non-Anaplan…
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Anaplan Polaris – Getting Started
Are you a seasoned Anaplanner ready to harness the power of Polaris? You’re in the right place. Polaris, Anaplan’s next-generation calculation engine, is designed for fast, highly dimensioned calculation at scale. While the model building experience remains fundamentally similar to Classic, Polaris introduces key…
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Dynamic External URL Navigation Based on Page Context
The external URL navigation button would be significantly more powerful if its destination could be driven by a line item. This enhancement would allow URLs to dynamically reflect the context of the page, enabling more tailored and relevant navigation experiences. For example: SharePoint Integration: Link directly to…
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Constant Disaggregation for Breakback
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: CONSTANT disaggregation for breakback line items. Currently, only summable line items can utilize breakback. So, editable line items…
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Common Reasons you cant add a dimension?
Hi all, I have a very complex model. It won't let me add a Product dimension to it. The processing time is so long (25 min) that it just times out and never gives me a reason. I was wondering, what are common reasons you can't add a dimension to a module? thanks in advance
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Design standards for a superior user experience — Part 1: Effective dashboarding
Author: Aaron Overfors is a Certified Master Anaplanner and Principal Architect at Spaulding Ridge. A strong user experience is the key to almost every Anaplan solution’s success. A well-designed Anaplan model that scales, performs well, and is easy to maintain will become shelf-ware without a thoughtful, purposeful user…
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Lookup error : invalid lookup list X is unused
Hi guys, I am facing an error for the first time and I was wondering if anyone had an idea on how to get throught it For some context I have : LI1 reference dimensionned by "Dimension A" format number LI2 target dimensionned by "Dimension B" format number LI3 dimensionned by "Dimension A" format "dimension B" (a basic…
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Join Southwest Airlines FP&A Tech Team!
At Southwest Airlines, we're not just about getting people from point A to point B; we're about connecting hearts and creating memorable journeys. As we navigate the skies of innovation, we seek an Anaplan Deployment Expert to be a pivotal part of our mission. 🚀 Why This Role? Strategic Impact: Lead the design and…
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Send dynamic notification to multiple users
The dynamic notification is an excellent tool to increase collaboration between users. However, you can only send a dynamic notification to one user per action. To make the tool more powerful, you should be able to send a dynamic notification to an "user group" or to be able to bundle notifications, in order to notify all…
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How can I change my email id
Hi, Please help me here as I have changed my organization and for new organization I will be using different mail id. How can I change my email id from old organization to new organization in Anaplan community. Thanks, Vicky
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Introducing New Resources for Anaplan Polaris: Benchmarking Performance
I'm very excited to share two new comprehensive technical resources that showcase the exceptional performance capabilities of Anaplan’s Polaris calculation engine. These documents provide detailed benchmarks and real-world performance metrics that demonstrate how Polaris delivers the scale, speed, and interactivity…
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Reverse BOM recommendation based on Attributes
Hi, Consider this scenario for a Diamond Industry supply chain Demand for Diamond from customer comes with various attributes [cut, carat, clarity, etc etc] Prospect has made over the years diamonds with various attributes. This historical data is available [both BOM and Recipe]. There is a unique Stage 1 BOM and Stage 1…
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Propagate data from branches/parent lists to leaf lists
This one is not for the faint hearted lol. Functionality is to have ability to capture business policies at different levels of the hierarchy. Business policies have customer and product as dimensions. The customer/product list levels is configurable. Customer list has the following hierarchy: Country ⇒ Channel ⇒ Customer…