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Share your boards, reports, and worksheets best practices — May 2025 Community Challenge
We’re kicking off a new Best Practices Challenge this month! Each Challenge highlights a specific topic where Community members can share their expertise, exchange ideas, and learn from one another. This time, we're focusing on the topic around boards, reports, and worksheets. Below are some prompts to spark your…
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Accesing Anaplan XL
Hi Team Anaplan XL is real dark horse and its amazing strength for Anaplan. Further the vision is to include it as part of app for new sales and existing new implementations. Keeping this in mind its ideal to follow this experience: Under "Home" Menu in Anaplan give the option to access Anaplan XL First time user would get…
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Does S/MIME Certificate Renewal Impact Anaplan Connect Functionality?
Hi Community, We are currently using Anaplan Connect to run scheduled batch scripts on a daily basis for data integration. A query came up regarding the renewal of an S/MIME certificate (used primarily for email encryption and signing). I wanted to confirm: 👉 Does the renewal or expiry of an S/MIME certificate have any…
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Issues in creating workflow
I am trying to create a workflow for below scenario - Module - dimension is number list rolling to division . Three line items - user ,approve ,reject 3. I want to create WF ,so that approver can either approve or reject individual row item . 4. Below is screen shot of workflow . My requirement - user click on Line item…
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Introducing the Optimizer Toolbox
What is the Optimizer Toolbox? The Optimizer Toolbox is a Model Builder’s reference guide that details common linear program constructions for themes such as allocation, scheduling, and time-phasing. Each theme is dissected in a sequence of modules that progress from simple to complex. For example, the “drawer” on…
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May 2025 Community Member Spotlight: Marina Ketelslegers
Meet @Marina Ketelslegers — our May 2025 Community Member Spotlight! As a Certified Master Anaplanner with five years in the Anaplan Community, Marina has shared valuable insights and ideas that have helped other members along the way. Check out her spotlight to learn more about her path, her favorite Anaplan tips and…
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April 2025 Community Member Spotlight: Alexandru Pavel
We’re celebrating @alexpavel in our latest Community Member Spotlight! For the past eight years, Alexandru has been a steady, helpful presence in the Community — with over 500 comments, and a role as a Certified Master Anaplanner and a Community Boss. He consistently shows up with thoughtful insights and a genuine desire…
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Calculate no. of days in each month
Hello Anaplanners, There is a requirement to calculate no. of days in each month based on start date. Suppose if start date is 5/15/25, then may should have 15 days, and going forward will have 30/31 days depending upon month and before start date it should be zero. My target module is at weekly level and I am pulling…
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Level 3 Model Schema Diagram
Hi All, I'm currently going through my L3 and was asked to upload a model schema design diagram. For this assignment, should I create a schema diagram only for the three Regional Sales Executive user stories discussed in this course or for the entire model. The instructions seem a bit unclear. I also want to answer this…
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Check combination in same list
How can I identify if the same record exists in my list? Below is example of same Region Country Month List Item 1 APAC India 25-Jan List Item 2 APAC India 25-Jan List Item 3 EU Germany 25-Feb Here I am expecting to highlight list item 2 because it's region, country and month are same and wanted to notify user. Can someone…
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Dynamic Waterfall Charts
Has anyone managed to build a dynamic waterfall chart on a list where the totals are parents and the variances children. In the example below the current forecast and budget are total company and then the variances are shown at regional level, ie one level below total company. I need the graph below to be dynamic for new…
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UX source model auto updater
Author: Abhishek Roy is a Certified Solution Architect , Sr. Platform Architect at Equinix and a member of their Anaplan CoE team. This article primarily covers a less explored API functionality that the Anaplan UX is based on and adds an element of automation and easy configuration to the otherwise manual time-taking and…
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True ALM for Anaplan Data Orchestrator
Currently ADO only has a single tenant level environment to all store source data, transformations, and links. This can make managing ALM challenging. Being able to have separate (and sync-able) ADO Dev/Test/Prod environment(s) would be more manageable than housing everything in a single tenant wide space. Having true ALM…
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How to set up cloudworks process job biweekly ?
Hi team, I am using cloud works to schedule a job to run, but I need you help to set up the process integration biweekly. How to schedule a job biweekly?
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Can Connection Strings Be Used Instead of SAS Tokens for Azure Connections in Cloudworks?
Hi Anaplan Community, I'm currently using Cloudworks to integrate with Azure Blob Storage. In my setup, I see the option to enter a SAS token for authentication, but there is no field to enter a connection string. I have reviewed this Anapedia documentation, and it only references SAS tokens. Is there a way to use…
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Erase Backups to fulfill the Law
Last week at Sonum International we received a ticket from a client requiring to delete all the backups prior to 2019 to fulfill the law on data protection. We have been doing backups on a weekly basis since the project started. It means that there are more than 4000 Backups that need to be reviewed and cleaned one by one…
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Reorder Flag INV01
Hello, A question on the line item Reorder Flag? Do we need to end Future Ending Inventory line item to calculate Reorder Flag? I used the formula below but doesn't pull up the correct result, can anyone please suggest? IF Ending Inventory < 0 THEN OFFSET(Shipping Time Weeks, 2, 0) ELSE 0 Thanks,
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Anaplan Polaris – Understanding Blueprint Insights and Optimizing for Populated Space
This article is part of a series on Polaris best practices. Click here for more Community content or visit Anapedia for detailed technical guidance. In this article, we’ll focus on understanding the blueprint columns in Polaris in more detail, and how we can use them to optimize formulas. Polaris Blueprint Insights When…
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Date into Time Period Month
I have a situation where i have a line item formatted as a date(lets name it dateLine), and another line item formatted as time period month(monthLine). Currently monthLine=Period(dateLine) which gives me result like :- jan 21, feb 21, etc. However because of Period function limitation of model calendar, for values going…
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April 2025 platform releases and what’s next
Check out the latest Anaplan feature updates and enhancements in our April 2025 official release notes. The information below offers supplemental information to that post. UX New UX for Models section in Administration The Models section in Administration has been redesigned with a more intuitive interface. Tenant…
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Clarification on Updating Model Calendar for New Financial Year
Hi Team, Could you please let me know the impact on model data when updating the time setting (model calendar) at the start of a new financial year? Additionally, I would appreciate it if you could share the precautions I should take before updating the "Current Fiscal Period" field to reflect the new financial year.…
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How to DYNAMICALLY Copy Data from One LIST ITEM to Another?
Hi Anaplan Community, I’m working on a use case where we have to work with templates (List: L_Template#), data pertaining to the template stored in a module (IM01 Input Data). We have given the end-user privilege to create N number of templates, now the ask is if we could Copy data in IM01 Input data of Template 1 to…
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When to import alphanumeric data as numbers
Author: Andrew Barnett is a Certified Master Anaplanner and Vice President at PJT Partners. Today, we will be discussing a scenario that we often run into in Anaplan. Numeric data comes in with units of measure, whether explicitly stated or implied in the data. The data might be a currency, like US Dollars or Mexican…
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Exporting and distributing management reports
Hi, We have created some really great looking customer reports in Anaplan but it is very time consuming exporting each individual customer report and then renaming the file to the customer name. We have over a hundred customers to issue reports to. Has anyone in the community come up with a way to expediate this process? I…
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Management reporting commentary boxes - size by version
In management reporting is it possible to link commentary boxes to versions? e.g. Version A may have lots of commentary about revenue and very little on COGS, Version B has little on Rev and lots on COGS - this will make our report spacing look awkward.
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Mmt Reporting - defining card position
In management reporting can we define the position of cards e.g. option to enter x mm from top left / top right, similar to PPT positioning?
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Mmt Reporting - notes commentary boxes
In management reporting it would be really useful for end users to have the ability to make notes for presentation - similar to the notes function at the bottom of PPT slides that allows users to add a commentary that doesn't appear in the presentation/pdf version.
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Last Non Zero function in the Time Summary
We often need to pick up the last non-zero in the Time Summary. There is a function "Last Non Blank" for text but we don't have the same functionality for Numbers.
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Hide Background on Grid Cards
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: Turning off the background on text/action cards has allowed us to create clean/smooth dashboards, but the backgrounds around Grid…
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Ability to set card widths with more precision than just the 12 pre-set columns
Hi, It would be great to have the ability to adjust card width/height with more precision instead of limiting the widths to the 12 pre-set bars: Without this feature it can be difficult to have pages look neat and organized while also displaying all the information that our users require.