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'Summary - Formula'' on Imported Line items
In the calculation module, the line item's summary method is set to "Formula," which correctly calculates values at the summary level. However, I'm importing the same line item into another model via an action for dashboarding purposes. In the target module, since the line item is imported, I'm unable to apply a "Formula"…
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ADO - S3 incremental load vs. full replace
I want to create an S3 connection that will have monthly data stored in individual csv files that is connected to ADO. Around month end, data will be uploaded multiple times, replacing existing csvs. When this happens I want to replace the existing data for that month with the new file. I don't want to have to create a…
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New UX - Share My pages with other users
Being a Business User, I would like to be able to share My Pages with colleagues. Currently, I can only share App page via a link. However, if I prepare some modifications on My Page copy, I want to be able to share it.
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New Learner
Hi, I’m a new learner. I just created my Anaplan Academy account but cannot find the ‘Level 1 Model Building’ course in my catalog. Could you please add me to the Model Builder learning path and grant me access to Level 1 Model Building (On Demand)?
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2.3.9.3 Update Historic Volumes for Baseline Forecast
Hello everyone, I encounter a problem concerning the formula of "Offset Volumes for 1st Forecast Year" . I wrote the formula that seems logical to me but it doesn't work. Can someone help me correcting it ? Thanks in advance. N.B : The first image represents hints for the formula and the second image is the formula that i…
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Do we have workaround for management reporting context selectors filter/show-hide?
Hi all, Do we have any neat workaround for either filtering/using show-hide on the context selectors in the management report type of page? There's a list with parent members, where I want to hide the parent members from the page. Thanks for the help in advance!!
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UX - Set Default Column Widths in Edit Card/Page View
In the new UX, when you drop a grid into the Page, being able to set a 'default' column width, when using a custom view made using the UX. Setting the column width would be helpful, which would make it so you do not cut off line items or can widen columns with content that is greater then the default sizes. Edit:…
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Creat a grid spanning multiple modules
I want to merge together two modules with a shared axis to create one grid. Business reason for wanting the request: So that I don't need to put multiple grids next to each other to create the tabular view I want.
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Talent Builder Job Opportunities - QuadReal Property Group
Position Title: Business Analyst Company Name: QuadReal Property Group Location (City, Country): Vancouver, BC, Toronto, ON, Calgary, AB Role Overview: Work in close collaboration with the Executive Sponsor and team members across Financial Planning & Analysis (FP&A), Human Resources (HR), and Portfolio Management in…
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Import process ends with OK result but there is no data in the destination module (Line Item)
Hi, Please correct me if this is not the appropriate forum to share these questions; however, I will detail the import process. Source Module Dimensions: Month, Client, Product, and Channel (where Channel is an attribute of Client) Destination Module Dimensions: Month, Client, Product, Channel, and Scenario The destination…
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Event recording available: Introducing Combined Grids
If you missed our Power Hour event on Combined Grids, a recording is now available. This event covered how Anaplan’s new Combined Grids feature brings data from multiple modules into a single, unified view. We shared more about what makes this capability powerful, and heard from Anaplan customers who are already using it…
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Freeze Panes by Default on UX Pages
I would like the ability to set certain rows or columns on UX pages as "frozen" by default. As of 2023 end users can select certain columns or rows to freeze, but it would be a major improvement to be able to have those frozen panes apply to all users.
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Remove "reset" from top right corner of UX PDF board exports
When exporting a board as a PDF if a page selector has been used to drill down into a certain area, for example, the reset icon exports as well! It makes what would have been professional looking outputs look amateur. Please can this be fixed?
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Sorting in Combined Grids
Hi Team, I have been trying to apply a sort based on a column in one of the combined grids and seems like the option is disabled. Does anyone has any idea on this? Regards, Aakash Sachdeva
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ANAPLAN XL View
Hi, I need help in pulling a specific view in Anaplan XL. The first grid should display attributes of various projects, while the second grid should present the monthly financial data for these projects. Thanks in advance.
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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…