Recent Discussions
Discussion List
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Event recording available: Driving Security, Compliance, and Governance with the Anaplan Audit Log
If you missed our recent Anaplan Community Experience event on Driving Security, Compliance, and Governance with the Anaplan Audit Log, a recording is now available! Anaplanners from across the globe joined our panel of experts, Chris Stauffer, Bill Dowling, and Jon Ferneau, for a deep dive into how you can build a robust…
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Enhancement Request: Improve Drill Down Visibility for Complex Formulas
One challenge I run into frequently when troubleshooting complex formulas is that the Drill Down feature shows all contributing line items, but it doesn't clearly indicate which parts of the formula actually evaluated to TRUE/FALSE or where the logic path was executed. For example, in a formula with multiple nested IF…
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Anaplan workspace
Can someone kindly provide me with assistance. I have completed the talent builder application and was approved access to the workspace. However, i was emailed a link to set up, but the link expired. I have emailed the support team (over 3 days ago) but I havent received a response. Can someone please advice me on what to…
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FCR Security profile access based on dimension property
In order to optimise the way profile acess is granted, especially on huge groups with several reportings based on different reponsability scopes, having the possibility to grant acess dynamically to a group of entity based on a property would be a significant gain. As an example on entities, if you want to grant acess to…
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Anaplan DM - Missing template for "reject approved document 2 and 3"
In Anaplan DM for template mail triger by workflow : We have the option for the action reject approved document But not for reject approved document 2 and reject approved document 3
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FCR - Entity alternated hierarchy use
Currently the entity alternate hierachies are not used as they should. Several issues are encountered when using those : Validation reports and Intercompanymatching report can not be filtered using this alternate hierarchy. Whereas it is only a matter of what members you want to see. When using the alternate hierarchy on…
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How I Built It: Process logging
Author: Karim Bhaidani is a Certified Master Anaplanner & Transformation Director at Spaulding Ridge. In this 'How I Built It' video, I demonstrate how to build Process Logging in Anaplan to enable non-workspace admins to view a summary of the most recent hour and date any process ran within the model on a front end…
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explainability results is blank into model
Why in my model output is blank, after send explainability data.
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How I Built It: Anaplan accessibility — Navigating the Anaplan UX using hands-free tools
Author: Mitch Aist is a Certified Master Anaplanner and Senior Solution Architect at Anaplan. In this episode of ‘How I Built It’, Master Anaplanner Mitch Aist shows us how to use the Anaplan UX hands-free using voice dictation and command software, Dragon Naturally Speaking. ‘How I Built It’ video Timestamps 0:00 – Intro…
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Anaplan DM - option "send just one mail for bulk action"
On Anaplan DM This option exist only for the action "open document" This option could be very usufull for other action like submit or approved. From parent we can approved child with a bulk action. Since we don't have this option, user receive one mail by child document.
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Failed to retrieve field list from the selected data source. Please check your import settings and
Hi I'm received this error and it took a while to work out what it was. In the "Source Models" it was pointing to the wrong environment, this is confusing because I could still see the "Saved Views" to click on, it would bail out straight after that with the error. The complete error is: "Failed to retrieve field list from…
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Anaplan Workflow - Failed Action when Triggering Workflow from UX
Hi, I'm trying to trigger a workflow template from UX as an end user and it fails See below The context: I've got my hands on Anaplan Workflow and testing some stuffs and it's suitability on our existing business processes. We already have a Price approval process configured as a custom workflow driven by booleans and…
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new module experience
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 is not possible to export the modules view from the new modules experience. It is possible, but fiddly, to highlight and copy,…
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Anaplan History Extraction based on Specific Criteria
Hi Anaplan Team, We now only have one option for extracting history: selecting a date range. It will benefit all model builders and Anaplan workspace admin users who truly take part in model development if we can offer more options, filters, or criteria. History Extraction Options along with Data Range: based on a specific…
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Line items
Hi Anaplan Team, Model builders could work more quickly and efficiently if we could display the list of filters and import actions. When we attempt to delete a line item, Anaplan shows the referenced line items, but it does not indicate which line items that specific line item is using in filters and import actions.
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Guidance Required on Converting Visitor User to Internal User
Hello everyone, We are encountering an issue with user access. Specifically, we need to convert a visitor user into an internal user. Could you please confirm whether this change can be performed by the Tenant Admin, or if support from the Anaplan team is required? Please advise. Thanks, Dileep
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Sleek reports on small screens: how to configure management reporting on mobile
Author: Amrita Gopalakrishnan is a Product Manager at Anaplan. With the February 2026 release of Management Reporting on mobile, Anaplan page builders can now deliver beautiful, structured report pages directly to smartphones and tablets. Crucially, this requires zero additional mobile-specific page configurations. Any…
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1.5.8 Activity: Create Saved View for Import
I am trying to create the exact replicate of the screenshot; however, it is not going well. For DAT03 Historic Volumes, I have the following Blueprint view, where the Summary = None, and Time Scale = Week: I also have only this filter setting: These give me the following table: Meanwhile, my only Time range is And the…
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Using Workflow to schedule Optimizer actions
After building your shiny new module and Optimizer action, you might be thinking, “Now do I really have to remember to press the button every single time?” Many clients want the flexibility to schedule their actions, whether it’s running an optimization with each new demand update or setting up jobs to run automatically…
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Introduce Native Negative Binomial function
Describe the problem or experience related to your idea: In inventory planning models, Target Stock Levels are commonly calculated using a Negative Binomial distribution to model demand variability and set safety stock/service level targets. This is standard practice because demand is typically overdispersed (variance…
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Workflow error requires (unnecessary) confirmation
When i setup my Workflow with "Allow next occurence to run if previous is not complete" then it comes to errors from time to time without a reason, and it continues as it shoult. BUT why do i have to confirm that? These "Action required" annoys me. And then i have to find in somewhere a hidden menu to agree that there was…
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Management report should support more dynamic layouts (e.g. filtering on columns to display)
Below is an issue which is stopping me from using Management Report (UX Page type = Report). The issue is that once a card is published to the page: * Dynamic columns are not respected if based on a filter there should be more columns than initially published, it won’t show * Dynamic columns are not respected if based on a…
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Make Page Builder Workspace Scoped (Limit Delete in Prod)
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: Our developers need Page Builder access to create and manage Apps/Boards for model building and enhancements. This is primarily a…
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Anaplan Data Orchestrator (ADO) outbound connectivity
Author: Reena Sethy is a Principal Product Manager at Anaplan. In Anaplan Data Orchestrator, you can manage data integrations, prepare and transform data before you load it into Anaplan models. It automates data loads into Anaplan, and transforms raw source data into a format that matches Anaplan’s import requirements…
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Polaris Training in Classic Workspace.
Hi, I currently don't have access to the Anaplan Polaris workspace. Is it acceptable to proceed with the training in the classic workspace, or will this create issues later and prevent me from obtaining Polaris certification? Let me know if you have any insight on this.
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Number format default settings
We use several languages and currencies in our environment. It would be usefull to switch the default number format of number line Items depending on what country the user come from how the user have set it (LI) driver based //GP
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Configuring batch approvals: a step-by-step guide for Workflow administrators
Author: Dave Waller, Principal Product Manager at Anaplan. Managing high-volume operational plans often introduces administrative friction. When an organization scales its planning cycles to handle hundreds or thousands of individual budget, headcount, or promotional requests, processing them one by one is highly…
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Copy an Optimizer action trick
You've built your Optimizer model with an objective and many constraints and variables, and now you want to test some changes to it. Where is the copying button? Many users ask for copying capability, and we're actively working to improve the user experience. However, you can already copy an action using the modeling…
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Introducing Data Validations in ADO Pipelines
Author: Reena Sethy is a Director, Product Management at Anaplan. Quality data is the backbone of modern decision-making, but it’s often compromised because of "all-or-nothing" approach to data loading. With a single invalid record, it can invalidate the entire batch, and a domino effect of processing delays, data…
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User Time Selection - Missing FY27 on some pages
Hi, on my model i have FY27 included in the User Time Selection and it's visible as per below. however on some Modules it's only FY & FY26 despite FY27 being available as a dropdown. any suggestions? thanks
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Upcoming Events
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Streamlining business processes with Workflow
Join Anaplan experts for a practical deep dive into how Anaplan Workflow helps organizations streamline business processes, eliminate operational bottlenecks, and automate planning approvals at scale. This session will explore how structured workflows direct stakeholders to the right task at the right time, helping…
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Community Challenge Recap: Enhanced board layouts
Join us for our Community Challenge Recap where we'll dive into the creative and innovative ways members are using the enhanced board layout features. Our guest host, Anaplan's Platform Adoption Specialist, Seb McMillan, will showcase the best submissions from September’s Community UX Challenge. This is your opportunity to…
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User Experience Design Thinking
The quality of the User Experience is crucial for the successful deployment of your Anaplan applications Whether designing a new application or re-imagining an existing one, the approach you take can make the difference between an OK experience for your users and a great one. Join Anaplan experts for a deep dive into how…
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Anaplan Quarterly Customer Platform Release
Anaplan's next quarterly platform release webinar will be held October 28, 2026 at 8:00 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 live demonstrations to help you get the most out of new features and…