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tenant swticher - copy models
Hi I have a partial solution but I want to : I want to copy a few models from Anaplan Employee Training tenant - to my tenant - Anaplan Employee (Ravinder Basra) - please advise: see attached Models I want to copy are : L1MB-RavinderKBasra Formulas & Functions v1.3.0 March 2018 ravinderBasraLevel1ModelB2.0(newUX)(27) thank…
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How do I create a "Dynamic Bulk Copy" Action?
I'm looking to create a bulk copy action that allows me to select the source and target list items at runtime / when the action is run. I have some vague recollection I saw this available at one point with my own eyes, but everywhere I look on Community I find old posts that refer to the feature not existing. However, I do…
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How to estimate the size of a model
Hello, I would like to find an app to estimate the size of a model I can't find it on the App Anaplan Agile THank you for your help
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Anaplan XL for Google Sheets
Hi team, Our company relies heavily on Anaplan XL for some of our reporting needs. We are transitioning from MS Office to Google Apps and we do not have a viable path to seamless transition if there is no version of Anaplan XL for Google Sheets. Please consider launching Google Apps addons with similar functionlaity as…
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Recording now available! October 29 platform release event
If you missed our October 29, 2025 platform release event, the recording is now available! In this webinar, we highlighted the most recent feature releases and how to take advantage of these in your environment. Our expert-led session demonstrated new features and innovations, provided a technical deep-dive and “how-to”,…
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Is there a way to auto-generate ID for user who entered line item?
In the UX, I want to be able to filter list members so end users can only see the list members they created/added. The users in this situation all have WSA access as this is a UX for our internal Anaplan team. These list members are currently being added by the form action in UX and I would like to avoid the user having to…
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Improve Keyboard Navigation
Similar to a post by AnaplanIdeas found here, it would be great if Anaplan had improved keyboard navigation. Specifically, if the following areas were navigable by keyboard: * Model settings pane * Lists panel * Modules panel Importantly, if users should be able enter elements using the enter key, rather than having to…
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New UX: Dependent Dropdowns on Create Forms
We are in the midst of creating a PoC for a client to update their current planning process from classic to the new user experience, and want to take advantage of the create form, where we can add a project to their projects list in a specific subset, and make line item selections for the new project added. Currently, any…
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Automate start of Workflow with Cloudworks
Currently Workflow has to be started manually. Would like to schedule a Cloudworks task that would initiate a workflow
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Register for our October 29 platform release webinar!
Anaplan's next quarterly platform release webinar will be held October 29, 2025 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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data import from module
I have source module having key (combination of location and department) as a dimension and target module has employee list as dimension. i want to pull amount from source to target that should remain same for all employee having that key (key added as line item in target module). what could be the best way to handle…
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Keep row sub totals/totals when filtering a List/text formatted column in a combined grid
Now I can combine grids in the user interface, it would be useful to be able to retain any row totals and/or sub totals when I filter on a List or Text formatted column. In the example below, if I filter on Spread=Even, I lose the sub-totals for the numeric monthly data by Entity.
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Solution for when 2 time dimensions needed
As shown in the screenshot, each monthly amount (Jan, Feb, Mar 2024) needs to be paid down in the future months (Jan–Aug 2025). The paydown must satisfy certain conditions specific to each month between Jan and Aug 2025. If the conditions are met, the paydown can occur. For example, if $20 is available to pay in Jan 2025…
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Replace a line Item in the whole model
Is there any easy way to replace a Line Item in the whole model in all formulas? right now i have to check hundreds of modules to switch out a Line Item, which is quite tedious //GP
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Anaplan Workspace Request
Hi Team, I just got the Anaplan Way Course Certificate, I fulfill all the requisites as well, but the request to join the Talent Builder Independent Program was declined. I have submitted my issue to Support. I want to develop my skill set in Anaplan, thereby want to enroll for Level 1 Training and get certified for job…
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Multi Selection
I would like to ask for a new functionality within Anaplan that could really ease our work with Anaplan. And that is multi selection. I see two ways how to apply multi selection, both very helpful: 1. Multi selection for context selector. Once the dimension is displayed as "Context/Page Selector", it would be great to have…
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Combo Grid with nested Line Items
The new Combo Grid feature in the Anaplan UX is fantastic and a long awaited enhancement, really want to thank the team for it massive effort! I've already redesigned all my dashboards to incorporate it, and the improvement in layout and flexibility and user experience has been substantial. Current Limitation One…
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Formula to return Connection details...
I couldn't find any formula to do this, but I want a way to put on the page/grid the connection details. This is so I know what connection I'm in rather than going into Connections details to see it. Is there an XL3 formula to return this value?
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Enable Summary Method Ratio & Closing Balance in Polaris
Hello, We need the ability to apply both summary methods in the same line item in the Polaris engine as we do in the Classic engine as soon as possible, please! Thanks.
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Data integration best practices — Event recording available!
Last month, we hosted a Community Challenge inviting members to share their best practices on data integrations. We provided both beginner and advanced prompts to encourage members to discuss how they move data in and out of Anaplan, share tips for smooth integrations, and inspire others in the Community. Yesterday, we…
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Combination Grid Enhancement - allow linkage of subsetted modules
Problem: Not able to combo modules within a Grid where you start with a module with a full list, then try to combo with a subsetted module of that same list. Example: When creating a Combo Grid with a Properties module (full list dimension) and a Calculation module (subset of the same list dimension), you are unable to…
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How to get live small project for learning more.
I have completed level 2 certificate still I am not confident. I want practice more, where I get small project for practice.
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Informatica Anaplan Connector: Feature Request to Disable Task Retry
To disable Task Retry. It is required to add "0" value to the list of "Max Task Retry Count". [Current Behavior] Cannot set 0 to "Max Task Retry Count" because the listed values are from 1 to 20. [Usecase] If timeout is returned due to the process taking a long time, the Connector will resend the same data. If the…
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October 2025 Spotlight: Community Boss Employees
This month, we’re highlighting the newest Community Boss Employees (CBEs) who joined the program in 2025! The Community Boss Employees program brings together top internal Anaplan experts who actively share their knowledge, support members, and elevate conversations across the Community. Our CBEs bring fresh perspectives…
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Talent Builder Job Opportunities - Greystar
Position Title: Senior Finance Analyst, FPA Systems & Applications (Anaplan COE) Company Name: Greystar Location (City, Country): Remote Job Description Evaluates, recommends, and develops business process improvements and enhancements, including developing detailed workflow diagrams, charts, and project plans from concept…
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Selective access for lists from dashboards.
I am trying to enable the user to give selective access on a list via dashboard. I published the list to the dashboard and can clearly see the "Read" and "Write" columns on the dashboards, however if I save the dashboard and close and reopen it , the columns of "Read" and "Write" are not visible. Can somebody explain what…
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FAQ around Level 3 Model Builder training
Does anyone have any facts around when the Level 3 Model Building training will be available? Has Anaplan hinted at any predictions of a release date?
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Improve Horizontal and Vertical Scroll Bar Visibility and Size for Enhanced Usability
Description: In the Anaplan UX, scroll bars—especially in grids and dashboards—can be difficult to see and interact with. The current scroll bars are thin and often blend into the background, making navigation cumbersome. Suggested Enhancement: Increase the default width of scroll bars across the platform. Improve contrast…
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Deactivating Modules
As Model Builder it would be usefull to have a switch on the module in the model view to deactivate a module We use some Modules manually rare or temporary and the rest of the time they just consume space. (of course external references from outside need to be cut before) Right now i need to switch all line items in order…
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Level 3 - Ask the Stakeholders - Designating Sales Reps to Accounts Process Questions
Level 3 - Ask the Stakeholders Designating Sales Reps to Accounts Process Questions This forum is for asking the stakeholders of the Unicorn Candy Company questions about the Designating Sales Reps to Accounts Process. The Anaplan Academy team will be monitoring this forum during US Central standard business hours. Please…