Recent Discussions
Discussion List
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Custom Version Implementation
Hello everyone, Working with a client on a model which (due to workspace constraints) is utilizing primarily snapshot versions. After a recent increase in space (pending finalization), we’re looking to incorporate custom versions to all of the modules feeding the P&L for the upcoming budget cycle. Today all inputs, calcs…
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BETA View - Search Module option and the Export Modules functionality
Enabling the Search Module option and the Export Modules functionality in the Beta View version would be extremely helpful for model builders. While optimization it will help to find where module published on UX and referenced.
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Making the most of Anaplan Data Orchestrator
Author: Sanja Boll is a Certified Master Anaplanner and Sr. Solution Architect at GlobalFoundries. Anaplan’s Data Orchestrator (ADO) is very effective tool to import, transform, and load data into your Anaplan models. When used correctly, it can cut your data integration and transformation efforts by 50%, however…
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FCR Freeze panes at different zoom, other that 100%
Dear All, With freeze panes, when using the zoom in the browser at other rate than 100%, lines are not correctly aligned if on a schedule we use some fixed columns. See below, with 100% zoom : and when using at 75% zoom : This a real problem for users who need to enter data in large templates. Every users are facing this…
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Workflow Templates Organization
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: In our company, we work a lot with Workflow templates for different models and different time periods. It doesn´t make sense to have…
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Add an Option to Change the Module Name “Style” for Better Visibility
It would be helpful if we could change the Module Name “Style” setting to improve visibility, similar to the Line Item “Style” setting.
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Add Time Scale Selection When Creating a New Module
It would be helpful if users could select the time scale (e.g., Year, Quarter, Month, Day) when creating a new module.
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Dynamic Time Filters and Dynamic Line-Item Filters
Author: Hanwen Chen: Certified Master Anaplanner and Professional Services Sr. Manager at Anaplan. Dynamic Time Filters and Dynamic Line-Item Filters are common features in Anaplan models that provide users with greater flexibility when viewing reports. Dynamic Time Filter A Dynamic Time Filter allows users to select the…
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Account not activating
I registered for the Talent Builder program and gained access to it on Anaplan Academy. I also received an email from Anaplan to activate my account (I am assuming it was for workspace practice). But I am not able to set a password and activate my account using this link, as it returns an "Invalid Link" error after…
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Case Study: Anaplan model performance and size optimization
Author: Pranjal Agrawal is a Certified Master Anaplanner and a Senior Anaplan Consultant at Hinduja Global Solutions Limited (HGS). The challenge I was working for a client who at the start of their fiscal year introduced some new functionalities in Anaplan. They initially estimated that the additional data flowing in for…
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Test and Validate Anaplan Formulas Before Applying Them to a Model
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: Model builders often need to test formulas before adding them to a live calculation module. Today, testing typically requires…
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【2026年7月】プラットフォームアップデート
User Experience の機能強化 Board Layout 機能強化(背景削除・色付け機能、1行当たりのカード最大数の拡大、カード複製、カード間のスペース設定) UX Page 操作の機能追加(階層化されたデータの折り畳み機能) CoModelerの機能強化 会話形式のような自然な言語で操作可能な範囲の拡張 Workflowの機能強化 タスク監視能力の向上 ADOの機能強化 連携先・共有先の拡張 データ品質向上のためのチェック機能・データ変換の機能の強化 Anaplan XLの機能強化 Excel連携における処理性能強化 操作性・運用管理の改善
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Access to workspace- Talent Builder Program Enrollment (Independent Learner)
Hello Everyone, Does anyone know how I can confirm the status of my application for the Talent Builder Program? I’ve been following up via email, as I haven’t yet received confirmation of my acceptance or information about the next steps, approximately three weeks after submitting my application and completing the required…
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Work Space Access
I have got Level 1 module course access. Can any one guide me when do i need work space access or do i need to raise any request to get work space access ?
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How I Built It: Classic vs. Polaris — a dimensions-first approach to module design
Author: Valeria Sicuro is a Certified Master Anaplanner and Professional Service Consultant at Bedford Consulting. In this ‘How I Built It’ video, I demonstrate how dimensionality decisions impact model design in Anaplan, and how the same business requirement can lead to different implementations depending on whether you…
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Summing over time period and list item
Hi, I am struggling to return any values and wondering whether this is even possible? I have created a fake Period End list and can determine according to the day in the time module (ACC04) what the Period End should be. I then created another module dimensioned by Period End and summed Day in Office but its coming up as…
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Change row height for Summary levels.
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 having pictures shown in a line item in the new UX, the summaries levels all take the same height as the lowest list item, even…
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Conditional Formatting on Booleans
As a model Builder I would like to use Booleans as a Basis for Conditional formatting. For example. I have a Boolean/ Checkbox which indicates that not all fields in a new Item/ setting has been filled. I would like to be able to use that boolean directly instead of reverting to a number. The advantage would be to save on…
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Support for Custom Dimensions in CYNI and Retained Earnings Roll-Forward Without Data Loss
Dear Anaplan Product Team, I would like to suggest an enhancement regarding the consolidation process when a model requires "double consolidation" (e.g., consolidating by the standard 'Entity' dimension alongside a custom dimension, such as 'Business Unit'). Currently, we face a structural limitation regarding how the…
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AnaplanXL Difficulties
Has anyone found success using Anaplan XL with Polaris models in a shared drive with or without concurrent users? My team has experienced a variety of errors, login failures, etc. sometimes it works, sometimes it doesn't. We've been recommended to save and edit files locally, which helps but certainly with its limitations…
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Building a User-Filtered Export from a Module with Multiple Selectors
Good morning everyone. I need to build a module export with some specific requirements: users can select a currency type (USD/Local), Salary Type (1 or 2), Nomina Type (1 or 2), and Version (Forecast, TS, Plan). Currently, each of these filters is driven by an independent system module published in the NUX, each…
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Mismatch on common dimensions
Hello, Would anyone be able to advise why (in very simple terms) when we add CC7 (a mapping list) to the applies to of the value row, we get the error "Mismatch on common dimensions". The LIS used by this module picks up line items from FS1-Regional which in its-self has CC7 as an applies to dimension. Kind Regards,
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API for Model Builder
Hello, Since Anaplan is missing a MCP server to interact with an agent, I would like to know if there are official APIs available for model creation and modification, or for Model import where the Model definition, as lists, modules, line items, formulas, etc can be adjust all together at once (different from Model sync).…
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Event recording available: Building Smarter Models with Polaris and Planual
If you missed our event on Anaplan Community Experience: Building Smarter Models with Polaris and Planual, a recording is now available! Anaplan experts Jason Blinn (@jasonblinn) Architecture and Performance Director, Theresa Reid (@TheresaR) Architecture and Performance Director, and Mark Warren (@MarkWarren) Architecture…
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Workspace Access
Hi All, I need anaplan workspace access. Kindly help me as I am new to here, to learn something new. Thanks, Swagat
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🚀 Built a Wordle Game in Anaplan!
I wanted to experiment with how far I could take Anaplan beyond traditional planning use cases, so I built a fully functional Wordle-style game in Anaplan 🎯 The game currently has 2,000 different games, with each game having its own word. The Context Selector determines which game you're playing. Some of the Anaplan…
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🚀 Stop Writing Nested IFs in Anaplan - Use LIS Instead
If you’ve built complex Anaplan models, you’ve probably written formulas like this: IF A THEN IF B THEN IF C THEN Value1 ELSE Value2 ELSE Value3 ELSE Value4 It works. But it’s slow. It’s hard to debug. And six months later… even you won’t understand it. Let’s talk about why nested IFs hurt performance and how Line Item…
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Stable User Access Export
Hi all, Has anyone found a way of exporting User Access from a saved view rather than directly from the Users tab? We're feeding the export into Azure Blob Storage and have had a couple of issues recently where changes to the standard Users export altered the filename/structure, impacting downstream processes. Ideally,…
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Level 3 technical examination
Hi everyone, I was undergoing my level 3 examinations of which I have completed my model building Knowledge exam successfully. However, on the technical examination, I am not getting any answer correct, despite some of the questions being straight forward and can even be picked up from the excel dump provided. (Not that…
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Management Reports - Automating PDFs
Hi, we need to bulk export approximately 150 customer Management Reports as PDFs each month from Anaplan. It involves selecting each customer from the context selector, exporting to pdf and then renaming the file. Currently this is a manual process. Has anyone implemented an automated solution to bulk export Management…
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Upcoming Events
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Streamlining business processes with Workflow
Join Anaplan experts for a practical deep dive into how Anaplan Workflow helps organizations streamline business processes, eliminate operational bottlenecks, and automate planning approvals at scale. This session will explore how structured workflows direct stakeholders to the right task at the right time, helping…
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Community Challenge Recap: Enhanced board layouts
Join us for our Community Challenge Recap where we'll dive into the creative and innovative ways members are using the enhanced board layout features. Our guest host, Anaplan's Platform Adoption Specialist, Seb McMillan, will showcase the best submissions from September’s Community UX Challenge. This is your opportunity to…
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User Experience Design Thinking
The quality of the User Experience is crucial for the successful deployment of your Anaplan applications Whether designing a new application or re-imagining an existing one, the approach you take can make the difference between an OK experience for your users and a great one. Join Anaplan experts for a deep dive into how…
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Anaplan Quarterly Customer Platform Release
Anaplan's next quarterly platform release webinar will be held October 28, 2026 at 8:00 a.m. Pacific Time. During this session, we will explore the latest features so you can optimize your Anaplan experience! Our expert-led session will equip you with live demonstrations to help you get the most out of new features and…