-
Blueprint View - "Is Summary" and "Parent" - Impact of Clearing These Values
Hello and thanks in advance for any assistance! I am hoping to better understand what the "Is Summary" and "Parent" in the Blueprint View impact in the model? My end goal is that I would like to set all of the "Is Summary" to FALSE and clear out the "Parent" in the Blueprint view. I do not fully understand what the impact…
-
DCA and Internal (Full Access) user Issue
Hi Anaplaners, I have a scheduled job run by an integration [Internal (Full Access)], in the target module some data/values (text or numbers format) are imported correctly however, in some line items with DCA the values imported are zero and this is not the value in the source module. Internal (Full Access) has WRITE…
-
Best practices for adding a list dimension without modifying the existing structure.
The target module has an additional list dimension compared to the source module. Is there a way to automatically aggregate the source data into a specific dimension of the target? Due to legacy reasons, the current module lacks a specific dimension. However, to enable budget vs. actual comparisons, we have to add a new…
-
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
-
Automate pdf Export
Hi, The new UX looks great and I know it has the ability to export a dashboard in pdf format. Is there a way to automate this process? I want to schedule some reports to be exported as pdf files to a cloud location or send as attachments to an email distro list. Thanks for your help.
-
Activity 2.3.8.2 Import into DEM01 Module
I am stuck at Activity 2.3.8.2 Import into DEM01 Module I don't know how to map Time. Could anyone please help with this: I thought it should be "Patterns with Separators" Y-M but it failed "Expected month name or number in date/period" I tried all "Match Names" (could not choose Language), "Periods" with "Custom…
-
Expand and collapse items in a grid
As an mobile builder and as an end-user I want to expand and collapse hierarchy rollups and line item summaries So that I can more easily consume grid data.
-
Group/ungroup columns/rows in New UX
Please, add a possibility to group columns / rows, like in Excel.
-
"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…
-
Allow for line item subset to be more than just number formatted
Description of the enhancement required: Line Item Subsets are often used to build filter modules, as an alternative to using the Show/Hide functionality. Using a Boolean against a Line Item Subset on a filter module makes it very easy to select which columns should be shown or hidden on a dashboard. An example of the…
-
Synchronize History visibility with Grid Card filters (Restrict History for hidden rows)
【Current Behavior & Challenge】 In the Anaplan UX, the History feature does not currently respect the filter settings applied to a Grid Card.When a user maximizes a Grid Card or selects the entire grid to view History, the results include the audit trail for rows that are filtered out (hidden) on the screen. 【Business…
-
Granular IAM Policy Requirements for CloudWorks Amazon S3 Connection (Import vs. Export)
Currently, the official documentation for connecting CloudWorks to Amazon S3 provides a broad IAM policy example that includes s3:DeleteObject. Connect to Amazon S3 | Anapedia However, from a security governance and "Principle of Least Privilege" perspective, many organizations require more granular control over these…
-
Post man API services to trigger Export is failing when i try to export the file , any idea
I am getting the API error when i try to trigger export jobs through Anaplan API
-
Integrating your Oracle data: The Anaplan connector
Author: Kira Wagner is a Product Owner at Anaplan. The Oracle connector further expands Anaplan’s integration capabilities by bridging your Oracle database with the Anaplan Data Orchestrator (ADO). This connection makes your data readily available for downstream processing in your Anaplan models, supporting accurate,…
-
Dynamic naming line action matching names in Actions
Hello. Quick question. I've implemented Dynamic renaming line items similar to this. The question I have is that I use both modules where I dynamically rename line items (Source and Target) in an action to copy calculated information into a snapshot (e.g.: REP9 into REP09b). Would I need to remap line items in the action…
-
Best Practices for Ingesting REST API Marketing Data (JSON) into Planning Models
Hi everyone, I am currently working on architecting a comprehensive marketing budget and forecasting model. To get an accurate picture of our digital marketing supply chain and engagement ROI, I need to pull real-time pricing and delivery metrics from our external backend providers. Specifically, we utilize an smm panel…
-
CloudWorks Job Dependency Timing
If I schedule two CloudWorks jobs, one that loads data into Module A from different Model and a second that runs the actions to move that data into Module B from Module A, will the second job wait until the first job finishes before starting, or will it start at its scheduled time even if the first job is still running.
-
4.6.7 Activity: Import Data into P2 Products List
Let me know what am I doing wrong here. getting different result while importing.
-
4.8.2 Activity: Import Data into E2 Employees# List NUX
In the NUX everytime I try to import the employee list it doesn't display the name. I am correctly importing but it continues to show the employee names as numbers. Please advise
-
Best Practice - Moving to New Chart of Accounts
We are currently looking at migrating ledger providers and as part of this, there will be a full remapping of our existing chart of accounts to a new chart of accounts. This will likely break large parts of the model where we do lookups of specific account codes and the structure of our overall P&L and Balance Sheet will…
-
April 2026 platform releases and what’s next
Check out the latest Anaplan feature updates and enhancements in our April 2026 official release notes. There you'll find information on: Polaris Trigonometry functions MOVINGSUM on general lists Line item limit Security and tenant administration CAPTCHA on basic authentication Anaplan XL (version 2604) Offline writeback…
-
Do scheduled CloudWorks actions run in parallel or sequentially?
If we schedule two CloudWorks actions to start at the same time, using the same source model but different saved views, and updates two different target models, will they run in parallel or sequentially (with one finishing before the other starts)?
-
Aligned by Design - A proportional cascade framework for multi-level forecast reconciliation
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: In enterprise planning and forecasting, we aim to produce statistically sound forecasts at multiple organisational levels (e.g.…
-
Aggregate planner commentary together with financials as insight rolls up across the organisation
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: In planning and forecasting processes, large volumes of textual commentary are captured at detailed levels (e.g., line items,…
-
Leveraging Corporate Knowledge in Forecasting via Text‑Based Analytics
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: Enhance forecasting accuracy and responsiveness by incorporating corporate knowledge captured in unstructured text (e.g., management…
-
Export for every list item in a context selector for a management 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: A client wants the functionality to run an export on a management report that will export a page for every context within the context…
-
8.2.2 Activity: Add Volume Inputs Module
I am having a challenge creating the volume input module properly as the location is showing Region. How can I change from the Region format?
-
UX Formatting for List Items in Rows
For ease of reading tiles in a UX page would be great to be able to format levels of a hierarchy as different colors. For example L1 might be grey, L2 might be blue, L3 might be yellow, etc. Allow user to choose the colors for each level of the hierarchy
-
Time Period Formatted line items dependency on Time Range
Currently dropdown for time period formatted line items shows all time periods for Model Calendar. There should be an option to make them dependent on Time range applicable to that particular Module/Line Item. For Example: If Model has 5 years, a Month formatted line item will show all 60 months in dropdown even if that…
-
NUX Show/Hide for line items as selectors under the grid
Hello, the request concerns Line Items as Page Selectors in NUX. It is great that we can use show/hide functionality when Line Item is displayed as Context Selector on top of the page. If I have 5 line items, but 3 of them are technical and I want to let users toggle only between two, I can do that. This also limits my…