Recent Discussions

Author: Dave Waller, Principal Product Manager at Anaplan. As organizations grow, so does the volume of planning decisions. Re-forecasting headcount, adjusting regional sales promotional budgets, or approving operational expenses can quickly scale from a handful of decisions to hundreds or thousands of individual requests.…

Hello All, Is possible to Data label colours based on Legend? By default the Axis in ANPALAN steps up by 2.5K, how to manually adjust? Data labels for all legends is not displayed, possibly due to size, how to move the labels TIA

I have encountered a gap in ADO's filtering capabilities for transformation views that I believe many integration professionals share. When working with source data, it is common to receive files that contain codes — currency codes, cost center codes, product codes — that are not relevant to the current Anaplan setup.…

Hi everyone, Could someone please help me understand whether it's possible to allow users to add roles directly from the UX? If so, what would be the recommended approach to implement this? I would really appreciate your guidance. Thanks!

Author: Steve Prendergast is the Director, Product Management at Anaplan. In the world of enterprise planning, clarity is everything. When you're reviewing high-level data and making critical business decisions, the last thing you want is a cluttered dashboard that distracts from the core metrics. That's why we're thrilled…

Author: Avirup Sen is a Certified Master Anaplanner and a senior consultant and solution architect at EyeOn. A key reason for Anaplan’s global success story is how it is adopted easily across organizations for its ease of business adoption. Users globally love the platform, not only for the performance and scale of…

Author: Sripriya Rao is a Tech Lead at Prudential Financial and an Anaplan Solution Architect. How to choose safe, predictable behavior for file and model-to-model imports Quick takeaway Use “Only update imported cells” for delta/partial sources and most automated runs. Use “Clear target prior to import” only when the…

Hello everyone, I hope you're doing well. I'm posting because two of my coworkers are trying to use the Anaplan Excel Add-In Series 4, but they're running into an issue during the connection setup process. When they go to New → New Read-Only Connection (or New Connection) and reach the "Select a Customer" step, no…

I have created the PROD model and I am trying to upload the PRDO data and the update the users profiles. However I can't upload the data and upload the users in the model as it says it's the structural change, can I turn the model to Standard mode to upload and then change it back to deployed mode?

Hi, Even after being approved by internal administartor, I still cannot access CSM and getting 403 error

Need 90 days trial access for model building and practice

I recently completed The Anaplan Way course and also received access to the Anaplan workspace also. However, I haven’t yet received access to the Level 1 Model Building course. Could anyone please help me understand the next steps or let me know how I can get access to the Level 1 course? Thanks in advance for your support!

Anaplan's next quarterly platform release webinar will be held July 29, 2026 at 8 a.m. Pacific Time. During this session, we will explore the latest features so you can optimize your Anaplan experience. Our expert-led session will equip you with a practical guide and live demonstrations to help you get the most out of new…

With the recent release of the Board background customization feature, it would be a fantastic addition to also have the ability to define a specific background color for individual published cards. Currently, cards blend into the main background or rely on default styling. Allowing a dedicated background color for cards…

Hi, When I download the L3 Sales Planning Model, the 'SYS02 Account Details' module is pre-filled with data, but it doesn't match with the data in the Accounts csv file/Hub/A2 List*. [NB : *the csv file is not necessary in Level 3 as data can be imported from the Data Hub built in level 2. However, the data in the data Hub…

Level 3 Model Building is Now Available The Anaplan Academy is proud to launch the Level 3 Model Building training program! This course is designed to advance experienced model builders’ skills on their path to becoming a Solution Architect. COURSE OVERVIEW: This training program consists of a project simulation that…

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…

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.

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…

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…

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…

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…

Author: Steve Prendergast is the Director, Product Management at Anaplan. In modern business, change is constant. Departments restructure, sales territories split, and product lines evolve. Yet for most planning teams, reflecting these changes in a traditional planning tool has historically been a slow, rigid, and highly…

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”,…

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…

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…

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…

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…

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.

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…