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IS Summary
Hi All, I just wanted to understand the importance of Is summary in Anaplan. I have a module created with Is Summary switched on for a line item in my module which is preventing that line item from coming in the export view taken out by omitting summary items. When I remove the checkbox from is summary for that line item I…
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FCR Feature Enhancement: Support Captions for Model, Dimension Names
Current Behavior Currently, captions can be assigned to members within dimensions. However, captions cannot be assigned to: Model names Dimension names Enhancement Request We would like to request the ability to define captions for model names, dimension names, similar to the existing caption functionality available for…
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Top 10 Anaplan Functions Every Model Builder Should Know
Hi, Anaplan functions are the building blocks that help model builders create smarter, faster, and more efficient planning solutions. 1. SUM: Used for aggregating data across dimensions. Example: Summing sales by region, product, or department. 2. LOOKUP Retrieves values from another module using mapping. Useful for…
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how to add Export Qlik Extract into an existing report
Hello guys. Can anybody help me to go through this? I need to add * Export Qlik Extract into an existing report thank you.
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Anaplan Export using JDBC properties files
Hi All I have an issue when trying to execute an insert query using jdbc. # JDBC Connection string (Oracle, Mysql, H2, etc.) jdbc.connect.url=******* # JDBC login username jdbc.username=****** jdbc.password=****** jdbc.fetch.size=10 jdbc.isStoredProcedure=false jdbc.query=Insert into flash_rw (Period) Values (?);…
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Anaplan Platform Practice
May I know how long does the Anaplan Platform access will be provided for Practice ?
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Integrate NetSuite Consolidated Balance Sheet
I'm trying to set up an integration to get our consolidated balance sheet ending balances from NetSuite into Anaplan. Initially I was able to load transaction data using a saved search, which works for our income statement, but for the balance sheet it doesn't allow me to get the right values for foreign accounts that have…
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Workspace Login Issue
Hi Everyone, I need help with Workspace Access. I am accepted in Talent Builder Program. I have received email stating that I have been added to 'Talent Builder ###' workspace. Unfortunately, I am unable to access it. When I try to log in, I get following message 'The email and password combination is incorrect. After 5…
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Make Workflow Draft Templates saveable
We set up our Workflow Environment. Some of our builds are not done or not deployed yet. I cannot prepare a Workflow as DRAFT and save it if the actions does not exist in the productive environment. i want to create placeholder actions in it - but workflow prevents me to save unfinished steps. What is the purpose of a…
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12.4.6 Activity: Create Saved Views for Employee Expenses
For this activity for the task of Create Grid UX Saved View The guide shoes for no filter for the sample screenshot the filter for year has been applied.
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Assistance with 7.2.3 Employee Details Upload
Hi I was having trouble with the mapping and played around the system to attempt to figure it out but now I'm totally lost. When I tried uploading I get this mapping page, can someone provide me with directions on how to course correct?
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Slicer Display
When you create a slicer, the displayed characteristic defaults to Caption with no way to change it. Our user community is accustomed to using Name for slicers so this has been a tough adjustment. As for now, we've been connecting an XL3 formula to the slicer output to give us the relevant information and just changing…
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REP02 Size Margin Report Module in Lesson 8 Activity 8.8.3
Hello everyone, I am going through the L1 model builder course, and I am stuck at the activity 8.8.3 "Add Size Margin Report Module". I think I am doing the right things, but in certain combinations, I don't see values in my module. I am attaching all of the screenshots in this docx file. In fact, after creating this…
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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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REP02 SIZE MARGIN REPORT VALUES NOT APPEARING
Hello Everyone, The values for 'Revenue and Cost of sales' are not appearing in the REP02 Size Margin Report Module. Please find attached screenshots for your reference. Please help me.
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UX: Format numbers in charts
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: It would be great if we could format numbers (e.g. %, $, decimal places) within the charts card configuration. This is available in…
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Anaplan Polaris — The power of SUMs
This article is part of a series on Polaris best practices. Click here for more Community content or visit Anapedia for detailed technical guidance. The Polaris engine was built specifically to unlock the ability to build at natural dimensionality, which in many cases results in very high cell counts. One of the fastest…
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Add Versions as a native option for a line item/property format.
Description of the enhancement required: Version as a format An example of the enhancement: When uploading a planning file (budget, Q1 forecast, Q2 forecast) from excel, a number of identifiers for my transactions are uploaded as text and later on in the transactions module turned into line items based on a list so I can…
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Make Integration admin role available for visitors & partners
It's currently not possible to assign an integration admin role to visitors and respectively also not to Anaplan Partners. This makes it a challenge when helping customers with Cloudworks or when just setting up a scheduled model-to-model import. It requires always someone at the customer capable to set-up the connections.…
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Access to workspace as an independent learner
I am struggling to find access to workspace as an independent learner, any advice?
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Scheduled Cloudworks integrations that fail Should have RE-ACTIVATE option
Scheduled Cloudworks integration that fail move to AUTO_DEACTIVATED status. When this happens there's no other option that re-creating the integration from scratch, which results in unnecessary work. Depending on the user, this could have a wider application impact while the Admin integration will need to re-create the…
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Getting to Know You
Welcome to the learning cohort! We're so excited to have you here! As it's day 1 and there are a LOT of us, let's take a moment to get to know one another. The assignment is simple: Tell us about you. Who are you? Do you have a photo? Where do you live? What do you like? Are you in school? Do you have any pets? Can we see…
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Level 2 Sprint 2 Exam
I passed my Level 2 Sprint 2 exam but I got 2 questions wrong that I really would like to know why I got them wrong. I went back and looked at the videos and articles suggested but I still got the questions wrong. Who do I go to in order to get clarification?
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Talent Builder Graduate Mini Resume - Sarthak Kajle
Name: Sarthak Kajle Location: Navi Mumbai, Maharashtra, India Certification: Anaplan Certified Model Builder (Level 1 & Level 2) Educational Background: MMS (Finance) BAF (Accounting & Finance) Profile Summary: Business Analyst with 4 years of experience in financial reporting and analytics using SQL, Tableau, and Excel.…
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May 2026 platform releases and what’s next
Check out the latest Anaplan feature updates and enhancements in our May 2026 official release notes. There you'll find information on: User Experience New chart palette and grid theme Hierarchy chart filter Polaris Optimizer Use current solution option Security and tenant administration Enhancements to new user activation…
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CloudWorks—This is how we use it, Part 4: Using CloudWorks APIs with AWS Lambda
In Part 3, we described the procedure for using CloudWorks APIs. But the main question would be, how can we use them? Indeed, we can find that having a dedicated screen in Anaplan itself is already a major step forward. And it surely addresses most of the future needs. Nevertheless, in our strive to open our platform as…
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From access control to governance: Turning UAM into a strategic platform
Author: Artem Shchaulov is a Senior Anaplan Consultant and Certified Master Anaplanner with 8+ years' experience implementing global EPM solutions. In the first two articles, we covered why access management breaks at enterprise scale and how to build a User Access Management (UAM) model that reliably assigns permissions…
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Loss of Functionality in UX
The newest UX update took away the ability to toggle straight to "Open this in another tab" out of the left window menu. I used to be able to right click "Journals" for example and choose open in another tab and that is now gone. I'm hoping that there is a plan to restore this functionality.
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【2026年5月】プラットフォームアップデート
User Experienceの機能強化 ・新しいチャート パレットとグリッド テーマ階層チャート フィルター Polarisにおける集計関数の追加 ・新たに4つの集計関数を追加 Optimizerの機能追加 ・Use current solution オプション Forecaster ・新機能パネル ・ユーザー フィードバック コレクター 一括削除 ・Anaplan への未加工の係数とインターセプトの送信 ・バックテスト データ書き込みスイッチ セキュリティとテナント管理 ・新規ユーザー アクティベーション メールの強化
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Polaris Modeling and Optimization — Community Q&A Challenge
Think you’ve mastered the Polaris calculation engine? It's time to put your skills to the test! For our next Community Challenge, we're moving into hands-on problem-solving. We have put together several real-world modeling and optimization problems that will require you to apply your Anaplan expertise. This is your chance…