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How can I use the RANK function with composite hierarchies where parent items can't be concatenated?
I am working on a use case where I need to display the top 5 lines of a module as individual lines, while grouping all remaining lines under an "Others" category. The module is dimensioned by multiple composite hierarchy lists, along with Time and Version. To achieve this, I need to use the RANK function with the Ranking…
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after adding new line item what we have to do to show it in eyeball filter line item
I have added a new line item in my source module for a ux page that displays data through custom view. After adding this line item i went to ux page then eyeball and then line item and searched for new line it did not exist there . how do I update it so that it shows there to check or uncheck.
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Mark list items as subsets with import process.
How can we create an import action for production lists where we can import data and mark it as a subset while importing so that only selected list items get added as production data, and we dont have to mark each item seperately, so that we're able to use these list subsets as dimensions instead of the whole list in…
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Bulk Copy Failure
The Bulk copy at my org has failed for some reason, The bulk copy was run from the versions tab, and a specific list was used (which is production data ticked). What sort of trouble shooting can one do for this issue? I cant run the bulk copy from the actions tab as it wont show the list (being production data ticked). And…
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"Model is busy" context
All End Users and Executives experience this issue. When the model locks up (from integrations, inputs, etc) in the UX, all users see is a "Model is busy" without any context. It would be great if: They can see who is making the update They can get an estimated time of the model being busy This is key - When they see…
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Integration Process Execution Access - Which Access Takes Precedence?
We have an Integration Process in Anaplan CloudWorks created by User X - No WSA (originally Full Access with top-level Selective Access, now changed to Planner Read Only with Selective Access unchanged) and scheduled by User Y - with WSA , who also created the Integration Flow. Internal (Full Access) is enabled within the…
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Recording now available! July 29 platform release event
If you missed our July 29, 2026 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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Inquiry Regarding Anaplan Requirements Gathering Questionnaire / Templates
Hello Everyone, Our team is currently preparing for the requirements gathering phase of our 1st upcoming Anaplan implementation. To ensure that our design aligns perfectly with our business processes and effectively addresses our users' needs, we want to conduct a thorough discovery process. Could you please let us know if…
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Generate Unique Codes for List Imports with Long Text Values
Hi ALL, I'm using Product Category, Product Line, and Budget Type to generate a unique Code for a list. The display string is generated as: Product Category & "_" & Budget Type & "_" & Product Line. The Code is currently generated using: LEFT(Display String, 60) The issue is that Product Category and Product Line contains…
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Single workflow supporting multiple Models
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: We have a singular workflow for budget monitoring that is identical across 20 models. Currently, we need to create a new workflow for…
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Default today's date on UX with ADO
Hi everyone, I am trying to make a UX Page with today's date as default. That means, everyday when I enter in my UX page, I will see today's date (so the date will change everyday) and the figures related to the date, will change accordingly. Any ideas or tips&tricks? I need to men tion that I need to use ADO and not…
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Reporting - UX Page
Hi Anaplaners, Can you give me an input on is it possible to achieve color based text similar to conditional formatting using the text card in the report dashboard of UX page.
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Today's date
Hi everyone, I'm looking for a way to retrieve the current date (today's date) directly within an Anaplan model, without importing it from another model or module. We're facing an issue because our application is used by teams across multiple regions and time zones. For example, users in one region may have already moved…
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Event recording available: Driving Security, Compliance, and Governance with the Anaplan Audit Log
If you missed our recent Anaplan Community Experience event on Driving Security, Compliance, and Governance with the Anaplan Audit Log, a recording is now available! Anaplanners from across the globe joined our panel of experts, Chris Stauffer, Bill Dowling, and Jon Ferneau, for a deep dive into how you can build a robust…
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Enhancement Request: Improve Drill Down Visibility for Complex Formulas
One challenge I run into frequently when troubleshooting complex formulas is that the Drill Down feature shows all contributing line items, but it doesn't clearly indicate which parts of the formula actually evaluated to TRUE/FALSE or where the logic path was executed. For example, in a formula with multiple nested IF…
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Anaplan workspace
Can someone kindly provide me with assistance. I have completed the talent builder application and was approved access to the workspace. However, i was emailed a link to set up, but the link expired. I have emailed the support team (over 3 days ago) but I havent received a response. Can someone please advice me on what to…
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FCR Security profile access based on dimension property
In order to optimise the way profile acess is granted, especially on huge groups with several reportings based on different reponsability scopes, having the possibility to grant acess dynamically to a group of entity based on a property would be a significant gain. As an example on entities, if you want to grant acess to…
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Anaplan DM - Missing template for "reject approved document 2 and 3"
In Anaplan DM for template mail triger by workflow : We have the option for the action reject approved document But not for reject approved document 2 and reject approved document 3
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FCR - Entity alternated hierarchy use
Currently the entity alternate hierachies are not used as they should. Several issues are encountered when using those : Validation reports and Intercompanymatching report can not be filtered using this alternate hierarchy. Whereas it is only a matter of what members you want to see. When using the alternate hierarchy on…
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explainability results is blank into model
Why in my model output is blank, after send explainability data.
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Deleted
Sorry need to delete
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Anaplan DM - option "send just one mail for bulk action"
On Anaplan DM This option exist only for the action "open document" This option could be very usufull for other action like submit or approved. From parent we can approved child with a bulk action. Since we don't have this option, user receive one mail by child document.
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Failed to retrieve field list from the selected data source. Please check your import settings and
Hi I'm received this error and it took a while to work out what it was. In the "Source Models" it was pointing to the wrong environment, this is confusing because I could still see the "Saved Views" to click on, it would bail out straight after that with the error. The complete error is: "Failed to retrieve field list from…
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Anaplan Workflow - Failed Action when Triggering Workflow from UX
Hi, I'm trying to trigger a workflow template from UX as an end user and it fails See below The context: I've got my hands on Anaplan Workflow and testing some stuffs and it's suitability on our existing business processes. We already have a Price approval process configured as a custom workflow driven by booleans and…
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new module experience
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: It is not possible to export the modules view from the new modules experience. It is possible, but fiddly, to highlight and copy,…
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Anaplan History Extraction based on Specific Criteria
Hi Anaplan Team, We now only have one option for extracting history: selecting a date range. It will benefit all model builders and Anaplan workspace admin users who truly take part in model development if we can offer more options, filters, or criteria. History Extraction Options along with Data Range: based on a specific…
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Line items
Hi Anaplan Team, Model builders could work more quickly and efficiently if we could display the list of filters and import actions. When we attempt to delete a line item, Anaplan shows the referenced line items, but it does not indicate which line items that specific line item is using in filters and import actions.
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Guidance Required on Converting Visitor User to Internal User
Hello everyone, We are encountering an issue with user access. Specifically, we need to convert a visitor user into an internal user. Could you please confirm whether this change can be performed by the Tenant Admin, or if support from the Anaplan team is required? Please advise. Thanks, Dileep
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1.5.8 Activity: Create Saved View for Import
I am trying to create the exact replicate of the screenshot; however, it is not going well. For DAT03 Historic Volumes, I have the following Blueprint view, where the Summary = None, and Time Scale = Week: I also have only this filter setting: These give me the following table: Meanwhile, my only Time range is And the…
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Introduce Native Negative Binomial function
Describe the problem or experience related to your idea: In inventory planning models, Target Stock Levels are commonly calculated using a Negative Binomial distribution to model demand variability and set safety stock/service level targets. This is standard practice because demand is typically overdispersed (variance…