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Actions Editing - Not Syncing to Prod
I have a Dev and Prod environment. I have an action where I am importing data from another workspace. I am needing to map some new line items in the action so that it pulls correctly. I am updating the mapping in the Dev environment, but after I sync to Prod those changes are not flowing through. So they show updated in…
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HOW TO CONTACT TENANT ADMINSTRATOR FOR REQUESTING ACCESS TO PAGE BUILDER
Hi All, I taking level 2 training for model building and need access for my apps. Could someone direct me how to contact the tenant administrator for requesting access to page builder role. Is there any email ID through which i can do this ? Thank you, Sandeep Reddy
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Anaplan Connect Migration v1.4. SQL Server Connection (check sql server driver for jdbc)
When migrating some Anaplan connect scripts from v1.3. to v1.4. I encountered an error with my sql connection. The error I received when running my script was something like 'check sql server driver for jdbc'. I wanted to share the solution for reference as it was not that obvious. In my original script (v1.3) my…
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Dynamic Summary Method
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: Ability to enable/disable summary method for each individual dimensions in a module. As of today, summary methods can be set/unset…
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Anaplan workspace with Workspace Administrator permissions
Hello, I enrolled in the Anaplan Talent Builder Program and would like to begin the Level 1 Model Building course. I have not yet received access to an Anaplan workspace with Workspace Administrator permissions. Could you please check the status of my workspace access? Thank you.
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Multi-factor authentication (MFA) for basic authentication
We’ve added multi-factor authentication (MFA) to basic authentication to further protect against automated and malicious login attempts. Customers with this feature turned on and using basic authentication will be required to authenticate with an authenticator application in addition to their password to access their…
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Making YTG column '0' for a particular line item.
Hello Anaplanners, I need formula to below. I have a module which I am using in management report. Module has values for FY24, YTD, and YTG. But for one line item, 'Opening Cash', we do not need YTG column. Currently the line item just points to the other module to pull the data. May be I need something that makes YTG…
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Anaplan Integration API Error - API path not found
Hi , I am encountering the following error: { "status": { "code": 404, "message": "Not Found" }, "path": "/2/0/workspaces/<workspace ID>/models/<Model ID>/exports", "timestamp": "2025-05-26T16:09:29.716228003Z" } Using CURL: curl -X GET "https://api.anaplan.com/2/0/workspaces/<workspace id>/models/<model id>/exports" ^ -H…
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Level 1 model building certification exam
Hi members, I am new to Anaplan, still learning. Learning Videos are quite helpful on Anaplan Academy. I am on level 1 model building. I see certification at the end, am I eligible to give it? I know it will ask me questions based on exercises which can only be answered if I have workspace access. But just curious, can I…
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Level 2 Polaris Sprint 3 Exam Question 7 — all answer options marked incorrect
Hi everyone, I am taking the Level 2 Model Building (Polaris) – Sprint 3 Exam and need help with Question 7. Question: “Using the Distribution Center Summary UX page, in March 2025, which Distribution Centers have Stock Exceptions (All Products)?” The answer options are: San Francisco, Dusseldorf, Melbourne, Marseille, and…
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Event recording available: Managing Hierarchies with Anaplan Data Orchestrator (ADO)
If you missed our spotlight event on Anaplan Community Experience: Managing Hierarchies with Anaplan Data Orchestrator (ADO), a recording is now available! Anaplan experts Stephen Day (Product Manager for ADO) and Jon Ferneau @JonFerneau (Data Integrations Expert, Operational Excellence Group) shared how organizations are…
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How to approach a user story?
Author: Devrath Ahuja is a Certified Master Anaplanner with over six years of experience in implementing and delivering global Anaplan solutions. As someone starting out on their Anaplan journey, sometimes user stories and the build can feel overwhelming. Have you ever looked at a user story and wondered, “Where should I…
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Revision tag naming: How a small change today can save time and hassle later
Author: Riley Rafko is a Certified Master Anaplanner and Principal at Slalom. The context Recently, a Center of Excellence (CoE) group that I was working with came upon a common, yet anxiety-inducing, issue: a production issue needed to be fixed urgently but many pending changes in the development model weren’t yet tested…
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Rename Line item in Production model
I have created a mechanism by which Line Item name can be changed using a Process/Import. It works perfectly fine in Standard mode. But, in deployed mode it shows an error "Deployed mode is enabled and you cannot change the structural data of this model. Change to standard mode if a structural change is required." Could…
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Change the model source for all pages in an application in one go
Hello every year I use to copy a PROD model of a given period (Bud 2026 for example) and keep it open but "Locked" for users, in order for them to still be able to access it if they want to remind what has been done during the previous process. All the pages in the app are sourced on this model (the PROD one not the copy),…
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How to filter a module line item based on another modules page selector
i have two modules 1: dimensions B (subClass), C (version), D (D = Entity) 2: dimensions, A Policy No, (hierarchy where B is parent to A) , C module 2. includes a line item formatted to D - Entity module 2 on a UX will Sync to page selectors B and C from module A but i need to filter mod 2 also where line item Entity is…
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Avoiding CSV import errors: Three practical tips for Excel uploads across regions
Author: Ayesha Zoha, Certified Master Anaplanner and Manager at Kearney. One of the most common issues I have found during end user training or UAT is the difficulty in uploading data from an Excel csv. This usually arises because users need to upload small but detailed datasets from existing systems. Even with multiple…
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Setting formula summary method on a ragged hierarchy to display on org charts
Authors: Upali Wickramasinghe, Certified Master Anaplanner and Principal Solution Architect at Zooss Consulting in Australia; co-authored by Andrew Petersen, Senior Consultant at Deloitte Australia. We were presented with a use-case to utilize the Anaplan Hierarchy Charts to display an organizational structure with some…
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9.2.5 Activity - Adding the 5%
Hi All, I have gone through the forum and the replies given to answer this question have not been helpful. Can someone please advise on how to do this as the FY24 cell is greyed out in my view it is not blue. Thank you
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10.2.6 Activity: Add Formulas to Employee Expenses Module
Hi All, I am getting the result below: When the result should be: This is my EMP01 Module AND the blueprint below: Can you please assist in how to get the desired result ? Thank you
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Anaplan XL Feature Enhancement Request: Custom calculation columns/rows
Current Behavior In the Excel Add-in, users can add Custom calculation columns/rows, but the column/row name can only be entered as a fixed value. User Feedback By using custom calculation columns/rows, we can add calculation results such as monthly averages to reports, so we use this feature in many reports. However,…
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Forecaster Data Collection fails during initialization
Hi everyone, I'm currently testing Anaplan Forecaster, but I'm unable to initialize the Data Collection. It immediately fails with a generic "Failed" status and no detailed error message. My history module contains: A unique Forecast ID (Item ID) Native Time dimension (Month) A numeric Quantity line item with historical…
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9.2.5 Activity: Add Formulas to Price Growth Rates Staging Module
This is the error message i get: Format of mapping used for lookup doesn't match any dimension of the source I am new to anaplan so i am learning whilst also trying fix errors. This the formula i enter 'REV04 Price Growth Rates'.Unit Cost %[LOOKUP: 'SYS04 Location Details'.Country, LOOKUP: 'SYS06 Product Details'.Product…
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Simple but useful UX wins in 2026
Author: Manoj Upadhyay is a Certified Master Anaplanner and Anaplan Lead Consultant at Relanto. Hello Community! The true advantage for our end users is frictionless planning. When the UX is intuitive, users spend less time on figuring out the tool and more time driving business value. These enhancements are about creating…
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Level 2 Polaris Sprint 3 Exam – Question 1 (Need Help)
Hi everyone, I'm stuck on the first question of the Level 2 Polaris – Sprint 3 Exam and would appreciate some guidance. Question: In the INV01 Inventory Ordering module, which of the following are used to guard the Final Shipment Amount line item? (Select all that apply.) I've already tried multiple combinations of the…
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Need clarification on DCA and guarding line items in Polaris Sprint 3
Hi everyone, I'm currently working through Level 2 Model Building (Polaris) – Sprint 3 and I'm having trouble understanding how the Final Shipment Amount line item in the INV01 Inventory Ordering module is protected. I'm confused about the different mechanisms involved, such as: IF THEN ELSE logic Dynamic Cell Access…
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FCR Feature Enhancement: Support Captions in the Open Period Configuration
Current Behavior In the Open Period Configuration screen, both member names and captions are displayed in the member selection dialog when selecting Scenario and Date members. However, once the selection is completed and the member selection dialog is closed, only the member names are displayed on the main configuration…
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FCR - Folder Security Report
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: Ability to list of all the various roles' security on each folder in our explorer file system. A report with the information for…
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Add commas and rounding control to page auto sums
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: Right now, when someone highlights a column with values on a page, the values don't show commas and don't round decimals. How often…
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CloudWorks to expose ignored values
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: CloudWorks does not currently show if there have been "ignored" values in the process. This causes: Data has been dropped. Totals may…