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Format QoL feature
When changing format options for a row/column on a grid card, instead of selecting the item from a dropdown list, a nice QoL feature would be to auto-select the item directly on the grid, clicking it.
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Export Hierarchy even we don't have child's assigned to parent
Hello @community members, I am encountering an issue while attempting to export hierarchical data to downstream systems and would appreciate any assistance. Current Scenario: I have a hierarchy consisting of 6 levels(A0, A1, A2, A3, A4, A5, A6). Upto the A3 level hierarchy is well defined. However for A3 level I have 100…
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Alternative of Rankcumulate
Is there an alternative to using RANKCUMULATE in Anaplan for cumulative ranking by group? The model's performance is impacted due to the use of rankcumulate. I'm looking for a more efficient approach or best practice to achieve cumulative ranking within groups without degrading performance.
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Reset index of Anaplan List using API
Hi, I want to reset the index of a list using API, not sure how to go about it. I am very new to APIs, I went through Anaplan API docs, however, if someone can help me with the step by step process, or any resources it will be very much appreciated. Thanks
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Optimizer Hands on experience guide is missing
I have found this great Optimizer: Hands-on exercises page, which supposedly contains a sample model and a step-by-step guide on how to set up Optimizer. The model is available for download, but the guide is missing. There is a mention: Download from the attachments the 'Territory Assignment Step-by-Step' guide.…
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How to build a Polaris reporting model in less than two weeks
Author: Hanwen Chen is a Certified Master Anaplanner and Professional Services Sr. Manager at Anaplan. Over the past nine months, I have been involved in multiple Classic-to-Polaris conversion projects. One consistent requirement across these engagements is the need for scalable reporting solutions that support multiple…
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Posting Action/Process Details to UX Pages or Dashboards
Some background info: my tenant has around 30 model builders and over 100+ end users who are not model builders. We employ a hub - spoke model structure and often times the non-model builder end users will need to run actions from the dashboards or UX pages and are unable to see the most recent run details since those are…
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Anaplan XL: About “XL3dowriteback ” formula
We have a question regarding the behavior of the XL3dowriteback formula. Our understanding is that this formula allows writeback to be controlled on a cell-by-cell basis. In our operation, when we need to clear a previously written-back value due to an input error or similar reason, we do so by entering 0. However, when…
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Anaplan Excel Add-In SSO
Hello, I am working for an implementation partner where both my current client and my company use SSO to log-in. When accessing models via the browser, my workaround to ensure that I'm not redirected to my company's SSO is by using incognito / private browsing. However, I'm unable to do this when signing into the Excel…
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How to get subtotals for a filtered view instead of Grand totals
Facing challange to get the exact totals for Q1 Q2 line items(it should be 21250), Can somebody please suggest a way to get subtotals intead of grand totals. My Summary should be dynamic.
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Additional Insight Card Open Link not working in Dashboard
Cannot click on the title to open the Card, but in a normal worksheet, I can click on the title to open the card in the bottom window. In Dashboard, additional insight user has to click on the box icon on the left of the title, which is different from a normal worksheet. Please standardize the user experience if possible.
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Workspace size
Monitoring the size of the workspace is crucial in Anaplan, since you must not exceed the allocated size. In general, what advice do you have? Thank you Julien
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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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Level 2 Sprint 2 2.3.10
Hi, as a result for the first question (2.3.10) I have the answer 71.34 but it should be 73.48. I don't seem to understand where I made a mistake. Could anyone help me out please? - DEM01 screenshot 1 (DEM01) - DEM02 screenshot 2 (DEM02) - DAT03 screenshot 3 (DAT03) - Formula: IF 'SYS01 Time Settings By Week'.'1st Forecast…
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Chart Signage
In some cases, we want to reverse the signage of the chart so that if we have costs increasing in P&L, we want the chart to go up rather than down. Creating additional modules for this with the signage flipped creates additional overhead and space for these one off dashboards. It would be good if we could either change the…
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Anaplan Polaris - ITEMLEVEL Question
Hello, I am trying to understand how the ITEMLEVEL function works. I am reviewing the example shown in Anapedia (https://help.anaplan.com/itemlevel-756d1428-5f1d-4d79-8274-d075a1bd312f) but I do not understand how Result 1 is calculated. For example, why does California returns 0 but Texas 4? Also, Spain returns 3 but UK…
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Performace of using LOOKUP and SUM in the same formula
I've heard many times not to use LOOKUP and SUM in the same formula because it negatively impacts performace. However, I'm looking at the "calculation effort" cell and it doesn't appear to be negatively impacting performance much at all. I have the option of using some if statements instead of the SUM formula in my…
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Sort on multiple line items like Excel
To enhance the usability of UX grids, it would be nice if users had the option to sort on multiple line items at once. This would mimic Excel functionality that allows for multiple fields and sorting logic in one sort:
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Talent Builder Success Story - Cristian Pineda | Professional Model Builder | Keyrus
TALENT BUILDER SUCCESS STORY - Meet Cristian Pineda Meet Cristian Pineda, a Talent Builder graduate who landed a role with Keyrus. Read through his story as he answers key questions about how he navigated his certification journey, shaped his career path, and ultimately secured his role. 1. What made you choose Anaplan…
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Share your favorite 2025 Anaplan features — November Community Challenge
As 2025 comes to a close, we're wrapping up the year with our final Community Challenge — and we want your input! Share your experiences with the Anaplan features that made a real difference in your work this year, and hear other Community member perspectives. Question for the Community Challenge: What were your favorite…
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Share your annual rollover best practices — Community Q&A Challenge
The first Community Challenge of 2026 is officially here, and it's all about preparing your models for the future with seamless annual rollovers! A well-built Anaplan model anticipates the future. One of the most critical, yet often overlooked, aspects of model design is preparing for the annual rollover. Models are often…
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Cloudworks Status "Auto_Deactivated"
Have noticed that in the last couple of days a couple of Cloudworks integrations have got a status of "Auto_Deactivated". Couldn't find anything in Anapedia and wondered if anyone knew what this was about? Seems to be something about the schedule as deleted the existing one, added it back and is now running fine but is…
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Anaplan Export (Tabular Multiple Column): Saved View Line Items
When exporting from Anaplan using "Tabular Multiple Column", will the export include only the line items saved in the saved view, or will it also export line items that are excluded from the saved view?
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Full Refresh with option to do a structural refresh
Currently a full refresh only refreshes the data. Structural changes should also be able to be fully refreshed into an existing source data object.
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Is it possible to present different color by Hierarchy?
Hi, anaplan expert, our end users want to populate the report like my screen shot in below, there 2 hierarchy here, for example, P2 (Chocolates) and P3 (all items above Chocolates), now they want present P2 in gray color instead of white, so they can recognize different hierarchy in this report, is it possible to make it…
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Mapping LOOKUP
I have a Combined String list and a Combined String Properties module. I also have a Mapped Flat List and a Mapping module. I want to bring the mapping from the Mapping module to the Combined String Properties. How do I do that? I know I should use a lookup, but I need help with the setup?
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Is there a way to turn off the Show Comments Summary panel in UX pages with Comments?
This shows all comments across all data to all users with access to the UX page. This is not appropriate for any UX which might contain security access sensitive data. Comments on grids and cards ARE security dependent. That works fine. But anyone with access to the page can open this Summary Panel and see ALL comments…
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Level 1 Training - Estimated Time to Complete General question
Good day all, I've recently started the level 1 training and have a general question on the time it takes to complete a module. Each module list a an estimated completion time, however it does not appear to be accurate. Example, I'm currently on module 6 with an estimated completion time of 30 mins, however I've already…
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Add Syntax Highlighting
As a Model Builder, I would like to have "syntax highlighting" when I create my formulas in order to improve readability.
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How to use a different 'Current period' for different versions
I'm working on a model with three versions: Actual (Actual version), Scenario: Prognose lopend jaar (current version), and Scenario: Budget volgend jaar. For one of the calculations, the Scenario: Prognose lopend jaar version needs to use a different current period than the Scenario: Budget volgend jaar. For this, I…