Recent Discussions

Hello everyone, Is there a way to format within a UX page so that a user selection (boolean based) will make a chart and/or grid visible to the end user? I would like certain grids and charts to be visible to the end user for their planning based on their boolean selection of planning method, and other grids and charts to…

Hi, My model calendar is currently using FY time with start period being Jul-June. For another module I need a time range that uses Calendar Year, Jan-Dec. I am not sure if it's possible. I tried the Time range function, but it defaults to Jul as a start period. Is there a way to accomplish this?

Hi - I know this is a frequently asked question but I believe there's something missing in all of this that I can't spot. I've been dwelling on this for days and this is due tomorrow. Can anyone help spot the issue(s) I'm encountering? All Modules: INV01 Table View: INV01 Blueprint View: INV05 Line Formula: TRA01 Grid…

Excel opens CSVs and changes CSV's date formats depending on users' PC regional setting whereas Anaplan only accepts single date format in importing CSVs. When users import CSV files to Anaplan, they edit source CSVs in Excel. However, in case of apps for multinational users, depending on regions of users date formats vary…

There's only 1 practical architectural use case I can think of at the moment why you would consider setting actions as production data but would like to check in with others if there are other use cases I have not considered. The one use case I have considered is if you are splitting the same model in to regional models,…

Hi Community - I'm having a hard time trying to figure out a formula for a boolean filter that marks the first week of every month as TRUE. This filter will be used to isolate the first week of a month and sum values across a couple modules. And before anyone asks, I haven't been able to try much because I'm unsure of…

I would like the ability to add a dynamic subtotal to a grid, so when rows are filtered out the total is updated on the fly

It would be great if text formatted line items that are user inputs could be restricted to only allow certain characters. When users are allowed to input an escape character or newline, it can create problems for exports.

I have a Report module that uses native versions (Actual & Budget). I need to pull data from two separate source modules: One module contains Actuals data (not versioned). Another module contains Budget data (also not versioned). Since the source modules do not have versions, how can I pull their data into my versioned…

Author: Laiza Tagumpay is a Certified Master Anaplanner, former Customer Success Business Partner at Anaplan in the Philippines, and is now a Solution Architect at an implementation partner in Canada. When developing effective plans, companies often rely on multiple layers of prioritization criteria. In this blog, we’ll…

It would be super helpful to have the timestamp as part of the export file name in Anaplan, especially when clients run reports every day during the budget season. Is it possible to do? And do automatically?

Author: Ekaterina Garina is a Certified Master Anaplanner and EPM Consultant at Keyrus. Does your Anaplan model feel cluttered with too many line items and modules, making it difficult to find anything? Are you dealing with redundant calculations? Need a little optimization? Or perhaps you have a large model that needs…

As a COE, we would like a better way to manage applications across a large organization. It seems the only ways to do this is prefixes, access and deleting/ restoring (which has an expiration I believe). Would love to organize training applications, POC apps, etc. in specific folders or groupings to ease general…

Hi All, Looking for a bit of guidance here, around YTD / YTG functionality, do people tend to use the elements that are shown in the model calendar, or do they do in a different manner and if so how? I would appreciate any guidance and pro's / cons that people could advise. For reference, we don't use native versions,…

Ability to add notes / comment out formula parts in the formula editor similar to '- -' in SQL or ' in Microsoft Visual Basic

You may have heard about a model called a Data Hub, but perhaps you aren’t confident that you understand the fundamentals, primary functions, or considerations when architecting one. There are three main advantages to incorporating a Data Hub: Single source of truth : Stores all transactional data from the source system.…

Hello All - I am still having a frustrating time figuring out the final formulas for the above mentioned modules. And this is after reading and re-reading the directions provided and getting hints or even answers provided by the community, I'm still not getting the results provided by the instructions. Is there anything…

When using the excel add-in to pull data from Anaplan, a seeming random number of cells are formatted with strikethrough though they are not formatted this way in Anaplan and the formatting is not on in Excel?

Hi, I'm trying to build all reports by using only NUX functionality and discovered that the items of lists / line item subsets change order when you hide / show some. The parent / sum is shown at the top instead of at the bottom. In classic, I'm able to lock the order with show / hide. Can this be fixed without building a…

what is the step for changing my mail-id?

My Org, will be undergoing a rebranding soon and as a part of it the domain name of the email addresses will change user@oldco.com → user@newco.com We use Anaplan SSO for Login and Authentication, Once the SSO is reconfigured expect change reflect in Anaplan user base. How will Anaplan treat this change? Will the new…

As a model builder, some of the native version functionality is great. However, there are limitations that prevent it from being preferable in several cases. For this community idea, I am requesting the ability to have both of the below functionalities for the native versions in Anaplan: 1 . The ability to set a line item…

Would be great to be able to have a line item format of time - not this isn't knowing what the current time is but users being able to put in 12:00, 12:30 etc or imported via datasets As we look towards having operational planning models being able to capture time as a pre-defined dataset rather than creating a list would…

I have a page where we control data between the different models when they need to be run as needed. As such the page itself is connected to multiple models. Data Hub, and FP&A. I've noticed somethings strange and i'm wondering why this is happening. Usually when I change the model at the top of the page, all the process…

Does Anaplan have a global setting that requires a user re-authenticate/log back in if their role or permissions change while logged in? Is there documentation I could reference?

1.4.6.1 Rename Actions Using the recommended naming conventions for Actions: * Rename the Actions used to load the P3 SKU list and SYS12 SKU Details system module:* Organize the Actions in the correct sequence. * These Actions will be included in the Process: 1 Load Products. * Rename the Action used to Build the P3 SKU…

share some exmample

In the realm of contemporary application development, achieving seamless authentication is paramount for delivering an exceptional user experience. Anaplan, a prominent player in the realm of planning and performance management, presents a flexible and robust solution for enabling resource authorization between Anaplan and…

I need to pull data from one module into another. Here's a breakdown of my setup: Module1(G4 Metro Module): This module is dimensioned by G4 Metro list and includes a line item that maps 'Node classifications' to the G4 Metro items. Module 2 (Import Module): This module is dimensioned by a numbered list (UID) and has a…

Anaplan has the potential for good internal documentation with Notes on most Model objects. It would be great to be able surface this in UX: Module Notes, Line Item Notes.