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Inquiry About Connecting SFTP Server to Anaplan Data Orchestrator
Hi Everyone, I am reaching out to inquire about the possibility of connecting an SFTP server to Anaplan Data Orchestrator (ADO).Could you please let me know if such a connection is supported? If so, I would greatly appreciate it if you could provide detailed guidance or documentation on the process involved. Any specific…
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Setup your ADO Demo using an AWS S3 Connection
Author: Noel Rocher, Partner Success Manager at Anaplan The problem statement "I would like to Demo the ADO S3 Connector with a CSV file hosted on AWS S3 as an ADO Data Source." The solution Use a free AWS Account to host the example CSV file. Steps to take We will walk through how to setup an AWS environment using a free…
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L2 Sprint 3 INV01 module All Products level Summary Method Settings
In Level 2 Sprint 3, at the end of Activity 3.3.5.3 you compare your module's summary settings to an example given. I have the correct summary settings for SKU Level Nutzo Bar_EN. This is the example given for summary methds for All Products: This is mine: I'm not sure why theirs has Safety Stock Target line item…
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How to optimize the Deletion Logic in Polaris?
Hi Anaplan Experts: I am looking for advice on optimizing a process to delete obsolete product data by comparing our model data with the Datahub. My current workflow involves the following steps: 1. Clear all data from a temporary list (List A). 2. Import the latest product data from the Datahub into List A. 3. Compare…
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How to be frugal when building inventory rollover
Author: Vinay Varadaraj Mirajkar is a Certified Master Anaplanner and Senior Solution Architect at Anaplan. Imagine you are modeling inventory projection in the classic engine with below assumptions: Large number of products and locations Planning horizon with daily buckets (let’s say 60 days) This is very common in use…
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L2 Create 2.3.10 Activity: Create Demand Forecast HELP!
Hi, I am completing the L2 Model Builder course and on the Sprint 2 and I am stuck on the below part of the course: 2.3.10 Activity: Create Demand Forecast My value in Week 6 is totally wrong and I can't figure out why? what am I missing? Thanks for any help in advance!
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Turn off Show Comments Summary Panel?
Is there a way to turn this off? What is the point of allowing all users who have access to a page to see all Comments? Unless I am missing something, this Show Comments Summary Panel is not security access dependent. All users who have access to the page can see the comment. This fact is even confirmed via the "Who can…
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Trying to find a way to flag matches in two line items in the same module.
So my module is dimensioned by Employee to Territory, the two line items (Shared Territory and Territory) are both dimensioned by Territory Flat and I want to flag the line where the shared territory = the territory. I've been trying a few different things but can't seem to get it to work.
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Talent Builder Success Story - Snehitha Adicherla | Professional Model Builder | OpenSoft System
TALENT BUILDER SUCCESS STORY - Meet Snehitha Adicherla Meet Snehitha Adicherla, a Talent Builder graduate who landed a role with OpenSoft Systems. Discover how she built her visibility in the Anaplan ecosystem, navigated challenges, and turned her efforts into a career opportunity. 1. What made you choose Anaplan…
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【2026年3月】プラットフォームアップデート
インテリジェンス機能のアップデート Anaplan CoModeler Anaplan Analyst Anaplan Agent Studio New UX機能のアップデート ドラッグ＆ドロップ対応のデータドリブン階層 コメントの有効化・無効化 モジュールドリブンのナビゲーションアクション Anaplan Workflow メールからの直接承認・却下 ワークフロースケジュールの一時停止と再開 Anaplan Data Orchestrator Snowflakeへの自動データ連携 Oracle Databaseからのデータインポート 全般的な機能強化 不具合の修正 Anaplan XL(version 2603) 全般的な機能強化…
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To build formula which is like PREVIOUS() but references a list item instead of time
Hi All, found out a work around for this, until Anaplan creates an in built function to fetch previous or next values in a list, without referring to Time dimension. Hope this helps Link to Anaplan Idea Exchange: https://community.anaplan.com/t5/Idea-Exchange/PREVIOUSITEM-formula-which-is-like-PREVIOUS-but-refer... Other…
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user filtering to the top of a hierarchy
I am trying to do something that must be very simple but for the life of me i cannot work it out. In this TEST MODULE i have a normal filter and i apply a logic to the sales volume stating if check? (the customer in the module = chosen customer) then sales volume else 0 and it works 100% as expected, removing the values…
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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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Convert list to text
Is there a function to change a list value to a text? I want to use the & operator with list values, but it only accepts text. When I try just using the list-formatted line items, I get the error below, so it seems that if I could convert the list selection into text then I'd be fine: The 'text1' argument for the '&'…
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Anaplan connector 3.1.0 for Mule 4 Integration
I am getting below when we use load data Anaplan component for model and workspace. Can some one help on this? details" : [ { "localMessageText" : "Import into FDL001 Data Hub - Casework module failed: The dimensions in the target module do not match the import definition.", "occurrences" : 0, "type" :…
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Reset index of Anaplan List
Hi All, I want to reset the index of a list using API, not sure how to go about it. I am very new to APIs, I went through Anaplan API docs, however, if someone can help me with the step by step process, or any resources it will be very much appreciated. Thanks
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Issue with Scenario Mapping – Line Item Not Appearing as Mappable Dimension in Import Action
Hi everyone, I’m trying to replicate a UX setup where a user selects a Source Scenario and Target Scenario in the UX, and an action transfers data from the source scenario to the target scenario. I reviewed how consultants implemented this in one of our existing modules: They created two line items: Source Scenario and…
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NUX 'Show history' to show action/process changes to cells (per classic dashboards)
Following on from the below thread, Problem: Cell history in NUX is incomplete and does not include all changes resulting from imports/processes, causing gaps in auditability and confusion amongst users when they don't know why things have changed. This works as expected when using a classic dashboard. An administrator…
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NUX 'Show history' missing changes vs classic
Hi all - was hoping to validate whether what we're experiencing is a bug or a NUX limitation vs classic. Recently had a user flag concerns around his input data disappearing randomly, but no corresponding model history (via the NUX history) indicating who/how the value had changed. Running the same cell level history as a…
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How I Built It: Dynamic driver-based planning
Author: Chris Allen is a Certified Master Anaplanner and Manager at Allitix part of Accenture. Hi Anaplan Community! This ‘How I Built It’ video shares a dynamic feature to toggle between different planning methodologies corresponding to different lines on the P&L for driver-based planning. It's a feature that can be…
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Converting Text to Date and Date to Text
Author: Julie Ziemer is a Certified Master Anaplanner, Anaplan Community Boss, and Solution Leader/Business Analyst at Akili. While Anaplan has specific functions to convert between data types, converting Text to Date and Date to Text are two commonly searched topics on Community and they require the use of several…
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Is my Anaplan Academy Workspace Account Active?
Hi, I can't access my Anaplan Academy Workspace User: berthaperez1148@hotmail.com Error: The email and password combination is incorrect I changed my password for Workspace 2 times and got the same error. Attached Screenshot with the error: The link that I used for Anaplan Academy Workspace:…
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How to assign Connected Planning - Professional Users, Limited Users, and Workflow User in Anaplan
Hi everybody, how to assign Connected Planning - Professional Users, Limited Users, and Workflow User in Anaplan I navigate to 'Administration' but didn't find the place to assign the above mentioned roles.
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Share your data integration best practices — September 2025 Community Challenge
We’re excited to launch our September 2025 Community Challenge, focusing on one of the most critical aspects of Anaplan success: data integrations. Whether you’re just getting started with CloudWorks or Anaplan Connect, or you have built advanced orchestrations using APIs and Anaplan Data Orchestrator, integrations are at…
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Issue with double counting bed types
We added new bed types to eventually move from the old "All Beds, single, double" I inputted the data into the new bed types Went to double check flow into other modules and found that they are being double counted even though I blanked the original columns out. I am not sure why it is still counting All Beds even if it is…
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Best Finding for Truly Understanding Optimizer (Conceptually & Technically)
🚀 Best Finding for Truly Understanding Optimizer (Conceptually & Technically) One of the most effective ways I’ve found to deeply understand Anaplan optimizer both conceptually and technically is by working hands‑on with Excel Solver. Why? Because Solver forces clarity. It makes you explicitly define: 🔹 Decision variables…
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How to Identify if List Has a Child?
Hello, I have a use case where a user will create a child if they want to make adjustments to an initial value entered at the parent level. The reason the "parent" list may not have children is that not all the list members will have adjustments. The users want to see all L1 items on the same grid as L1 items with L2 items…
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Align dual-axis zero & scale of Chart
Idea description: As a user creating dual-axis charts, I want to align the zero position and control axis scales, so that the chart is visually consistent and easy to interpret. Example of enhancement: I’ll know this is successful when the zero position on both left and right axes can be aligned (even with negative…
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Completed Anaplan L1 & L2 Model Building – Seeking Opportunities
Hi Anaplan Community, I’m excited to share that I’ve successfully completed both the Level 1 and Level 2 Model Building certifications in Anaplan. Throughout this journey, I’ve gained hands-on experience in model building, problem-solving, and applying Anaplan best practices. I’m now actively looking for opportunities to…
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Usage Report - List of users with the details of dashboards that they have accessed so far
I am looking for a report that can give me an idea of Which Current Users of Anaplan have accessed which of the accessible dashboards. How is it possible? Can someone please guide me.