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Anaplan DocuSign Integration
Hi Team, Could anyone please share their experience in integrating Anaplan With DocuSign? Our use case is below - Users should be able to create Purchase orders in anaplan, Route for approval and track the approval statuses. Our Approver Business users are not Anaplan users. So, we need to create a PDF file using the PO…
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Field selector should also select parent
I have a list Parent = Fruit Child = Mango, orange and apple. When i set up my field selection i can only select at child level. How can i select for parent level as well. I want my field to be dynamic. Means it can select at both child and parent level.
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Model Building Activity 5
Good day If anyone could assist it would be great - I've been stuck on Q5 of the L1 Exam for hours and failed one attempt already as a result of being logged out. I tried to look on the community and seems like many have had the same issue but answers seem deleted of unclear. The above seems relatively straightforward. The…
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Level 3 Sprint 1 9.3 % differences
Hi, When comparing the values in my model with the example given in build 9.3 Level 3 sprint 1 I'm getting slightly different splits for Quarters. Mine: Example: The FY20 numbers align so it is only the QTR split that is the issue. I have verified my data set at every stage and it aligns to the examples all but here. I…
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Sales rep monthly Commission not matching with Anaplan 'Check Your Build' numbers?
Hi All Community Members, Despite putting a lot of thought and efforts, I am not able to figure out where am I going wrong. I have set all the Modules and formulae in place but still the numbers for the sales rep monthly commission is not matching with the Check Your Build numbers. Please find below details of my modules I…
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Level 3 - Commission Forecast
Can you please tell me which of these amounts is off, or a hint on where i am going wrong because the final amount is not matching the screen shot in the training? I am not sure where to go from here. Any insight?
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7.3 Check Your Build _ User Story 3.3
So far, all my numbers have been verified using ‘Check Your Build,’ and everything looks fine. However, for this US, I’m not sure why there’s a slight difference. Do you have any suggestions on what I should check or what might be causing this?
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Accessible by design: Our new accommodations for certification exams
Taking a proctored exam can be intimidating, even for the most seasoned professionals. While certification validates a learner’s skills and expertise, the exam environment itself can sometimes pose unnecessary barriers. Our goal is to test your ability, not your endurance. That’s why we’ve made significant updates to make…
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[Polaris] Allow for the use of Suppress 0's functionality on saved views for Model to Model exports
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: While understanding there are potential updates in the works, an alternative solution for Model to Model import challenges within…
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Cooking the P&L like a Blanquette: Robust Models in Anaplan
When you start modeling a P&L in Anaplan, there’s a universal temptation: “Let’s just add one more line item, it’ll be faster!” OH NO ! And yes, in the short term, it often is. But after a few iterations, you end up with a model that works… but looks like a stew that’s been cooking too long: too many layers, hard to…
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TABULAR_MULTI_COLUMN returns multiple header rows?
I'm trying to export data from my Anaplan view(s) in a way that it basically represents a "fact table" (dimensions and line items as columns, and the corresponding values as rows) for easy processing. GRID_CURRENT_PAGE/GRID_ALL_PAGES seems out of the question since the exported data is the same as in the UI and needs way…
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Management Report allows for dynamic filtering, but columns don't dynamically change
It's now possible to use the additional insights to have dynamic filters, however the columns in the table are fixed widths. It's quite unfortunate that the ability is added, but the layout isn't dynamic. I understand that a report is more fixed, but adding dynamic columns would really help make the management report…
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New UX: Filters in Saved View getting overridden by selection made in Context Selector
Observed an interesting anomaly in the New UX. I have a Time Range for 4 years which I've used as a dimension in Module M. I have displayed this Time Range as a Page Selector and applied a filter to show only 1 year and saved this in a Saved View SV. Now, when I publish this SV in Classic UX, no matter what year is…
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Register for our January 29 platform release webinar!
Anaplan's next quarterly platform release webinar will be held January 29, 2026 at 8 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 a practical guide and live demonstrations to help you get the most out of…
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Average wait time for Workspace Access - January 2026
Hello, I submitted my application for the Talent Builder Program after completing "The Anaplan Way," but I haven't received my workspace credentials yet. Has anyone who applied in the last two weeks received their access yet?
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Forecasting tuition revenue with confidence: A finance leader’s playbook
Author: Lucas Proa Filippi, Senior Consultant and Certified Master Anaplanner. Forecasting tuition revenue is one of the most consequential planning exercises in higher education. For many institutions, it represents the single largest source of operating revenue. Even small forecasting errors can ripple across…
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SUM and LOOKUP | Model Optimization Team series
Hi! Welcome to the Model Optimization team's monthly blog post. This is an eight-part series, following the topics we see occurring most frequently in slow customer models. Our aim is to inform and guide how to build with best practice intentions for these model building topics. Each month, two of our analysts will take…
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I am trying to create a dependant filter for a line item formatted by Lease Type
Create a Relationship between Lease In/Out and Lease Type Create a Dependency link. If Lease In No option to select. Selection will be blank If Lease out have option to select Operating Finance Any idea how i can create this?
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FCR - ConsolidationRoundingDecimal to 10
We store our rates with 10 decimal. FCR stores the result after conversion with rounding to 3 decimal. This gives mismatches in certain validation controls where we revert the currency conversion and check the used rate. Can you please allow the engine to round on 10 decimal?
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’Twas the sprint before go-live
Author: Brent Orr is a Certified Master Anaplanner and Global Data Architect at Accenture. Set to the tune of 'Twas the night before Christmas'. ’Twas the sprint before go-live ’Twas the sprint before go-live, when all through the model, Not a calc was circular, not even a toddle. The blue cells were sparse, all formatted…
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Filtering non-numeric line items
Hello, I have read the below articles on how to filter line items using a Line Item Subset. This currently works great for my use case, except I also need to filter and include non-numeric line items like booleans. The below article runs into the limitation of only being able to filter numeric line items via Line Item…
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Add Notes/Comments on Management Reports
Users(Stakeholders/CEO etc) must have access to add Notes/Comments on the Management Reports they view for better understanding, similar way we have in powerpoint
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Anaplan Data Orchestrator (ADO) outbound connectivity
Author: Reena Sethy is a Principal Product Manager at Anaplan. In Anaplan Data Orchestrator, you can manage data integrations, prepare and transform data before you load it into Anaplan models. It automates data loads into Anaplan, and transforms raw source data into a format that matches Anaplan’s import requirements…
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Access to Anaplan workspace as an Independent Learner
Hello, Please recommend how can I get access to Anaplan workspace for hands-on practice in order to complete the basic trainings like Introduction to Level 1 model building Level 2 Model Building
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Inspired by the best: Master Anaplanner insights to close out the year
Hello, Anaplan Community! What an amazing year it’s been! As we look back on 2025, I am absolutely blown away by the spirit of collaboration and support that defines our community. Every single day, you all show up for each other, sharing knowledge, solving complex challenges, and pushing the boundaries of what’s possible.…
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Process log is archived (deleted) too soon
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: Workflow process logs are archived (i.e. deleted) after 6 months. This delay is too short because it occurs before the internal audit…
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Limit Time selection
I have a switchover module which is dimensioned by custom version and Line item custom switchover. Called SYS105. I have a Switchover selector module called FUX104. I want the selection to be limited by SYS105. Currently it shows all months. The end output is i just want to see May 25 and Sep 25 as the selection instead of…
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Line Item Subset Formatting
This post is a bit of getting ideas to work around but also see if people are experiencing similar issues. I think it would be a good idea if Line Item Subsets could inherit the formatting and time settings from the source modules that they come from. In the situation where you had a KPI which was a %, a number and a…
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Import any month value into the rest of the months
Hi everyone! Been working on a import module where the import is set to have the base (salary) for a selected month. Then I need to use that number and import it into the rest of the month of that year. For example: Import → $1500 USD on January Then need to import o add that value for each month from February till…
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How to represent in Anaplan an organizational structure
Hi, is it possible to use a Network Card in order to show an organizational structure which cannot be managed through Hierarchy Lists, cause there are branches that don't have the same hierarchy levels associated? Example: In a L1 COMPANY > L2 AREA > L3 SERVICE > L4 OFFICE There is a case like this: COMPANY A AREA A…