-
Streamline hierarchy management with Polaris's new ITEMLEVEL and HIERARCHYLEVEL functions
Author: Dave Smith is a Senior Product Manager at Anaplan. In the world of enterprise planning, working with hierarchical data is fundamental—whether you're dealing with product categories, organizational structures, or geographic regions, the ability to roll up and see your plans at a macro-level is essential. Until now,…
-
FCR Feature Enhancement: Expand the Limitation of Contributor Roles in Workflow
We would like to request an enhancement to allow adding more than 10 Contributor roles per task in workflow. Currently, the number of Contributor roles that can be added to a workflow task is limited to 10. Use Case: Most of our clients are large enterprises, one of our client has contracted nearly 200 user accounts. Under…
-
Usage Overview of ADO Links/Extracts in Workflow
It would be great to have visibility into which workflow templates a particular extract or link is used in.
-
Missing Column Headers in Anaplan Export When Using API
Hi Community, I’m encountering an issue where an export created in Anaplan is missing column headers when retrieved via the API. However, when I manually run the same export from the Actions tab, the downloaded file includes the headers. Has anyone experienced this behavior before? I’d appreciate any insights into the root…
-
How do I get the lowest value of all the years?
Hello, I need help in getting the lowest value of all the years. see screenshot below : I need to get the value -1,249,884 since that is the lowest Thanks
-
Anaplan XL Fluence
Hi there, We are working with the XL fluence plug-in, but have questions on the following: How to write back information to Anaplan from the plug in How to remove the automatic refresh in a workbook How to create a dashboard from fluency and publish in the web How to use the extra page that pop up every time we connect in…
-
Can we enlarge some of node / level in hierarchy charts to accommodate more words?
Both name or title of the node in hierarchy chart is limited to certain characters, is there any ways to accommodate more text such as for certain nodes or specific/final level of nodes? Attached with an example of not showing full wordings. Thanks.
-
Delete Dormant Users from the Anaplan Tenant Admin Tool
The ability not only to disable but also delete dormant users directly from The Anaplan Tenant Admin tool. The assumption is that the Anaplan Tenant Admin tool can also offer a feature to enable the Tenant Admin to identify how long a specific user or group of users have not logged on to Anaplan models facilitating the…
-
🧩Mixing Numeric & Percentage Line items in Line-Item Subsets (LIS) - Use Ratio summary
When working with Line-Item Subsets (LIS) in Anaplan, you might’ve noticed something tricky - LIS works beautifully when your report mixes numeric values like Revenue and Cost, but the moment you introduce a percentage-based line item (like Margin %), things start breaking at the summary level. Recently, while building a…
-
Automate actions that run the Anaplan Optimizer with Anaplan Connect, Cloudwork and the Anaplan API.
Until today, actions that run the Anaplan Optimizer are not supported by Anaplan Connect, CloudWorks and the Anaplan API. Because of that, it is not possible to put any processes that include the optimizer on schedule. This is blocking a number of use cases that could add value to our client.
-
Process-Specific '... Model is Busy' Text
In Anaplan's new UX, when running an extended process, any user active may be greeted my a banner informing them that the '… Model is Busy'. However, this message can be ambiguous, and it may be beneficial for certain processes to more clearly articulate what is happening. My suggestion would be the ability to add a new…
-
Ability to input text commentary with text formatting options in Management Reporting - New UX
While working on a project, a useful implementation emerged. Currently in Anaplan, via Management Reporting, it is possible to create documentation that cannot be customised by the user. In fact, the end user using the system can only look at the data and comments previously entered by the Page Builder. We tried creating a…
-
Multi-Dimensional Sorting for Hierarchical Lists
We need a way to sort hierarchical lists by multiple dimensions. Currently, Anaplan's 'Sort Order Action' for hierarchical lists only allows sorting by parent or by child, which limits our flexibility. Problem Statement:Currently, when working with hierarchical lists, the sorting functionality is limited to a single…
-
Model Builder training Level 2 -
Good Afternoon I am currently processing the Model builder training level 2 In chapter 1.3.6.3 Create Build Location Saved View It says that we must create a saved view for importing: Module Name: SYS07 Location Details Saved View Name: Build Location But in chapter 1.3.8 Model-to-Model Importsit says that we must import…
-
New UX: Syncronise all cards on a page without having to hit the refresh button!
Hi I have a Page within the NUX which displays a specific week based selecting a date line item in a time filter module. When I change the date the correct Week is displayed based on the day selected and the Weekly Variances change to show the variances for that selected week, however the daily view of the selected week…
-
Postman/Anaplan - message "404, Not found"
Hi all, I, as an Anaplan workspace administrator, am working together with a Fabric team to export data from Anaplan to Fabric via Anaplan API and Postman. We have a problem where all Anaplan exports are visible in Postman but when trying to connect to SOME of them, we get message "404, Not found". Below screenshot showing…
-
Need 90 days trial access
hi，all I have applied for a 90-day trial, and it has already been 10 working days without any response. How long does the process usually take?
-
Dimensionality Issue
Hi ALL, In my model, I have Need stored at a 'D3' RS Group level. I need to use this Need in another module at the G5 Location level. I currently have a mapping module where each G5 Location maps to a D3 RS Group. This Module uses D2 Role as dimension. but the line item I've to find the RS Group (Find D3 RS Group = 'FIND…
-
Securing your planning process: best practices for Anaplan cybersecurity
Author: Tristan Colgate is a Certified Master Anaplanner and Managing Director at Fidenda. This month is Cybersecurity Awareness Month and cybersecurity is an important topic for anyone involved in developing and maintaining Anaplan solutions. We are often storing sensitive information such as financial, employee,…
-
Cloud works on UX page
I am unable to see the cloudworks integration on the UX page. Can you advise what I am doing wrong
-
Anaplan 90 days free trial
Hi Anaplan Community, I’ve completed The Anaplan Way and Level 1 Model Building courses and would like to continue my learning with the 90-day free trial workspace. However, I'm currently unable to apply for the trial — either due to a technical issue or the application link not working. Could someone please guide me on…
-
Efficient Data Exchange: Integrating Anaplan with SFTP Servers
In the dynamic landscape of modern business, data integration plays a pivotal role in decision-making processes. Many enterprises rely on Anaplan as a comprehensive planning and performance management platform. When it comes to data exchange, integrating Anaplan with SFTP (Secure File Transfer Protocol) servers offers a…
-
Importing from Data Hub: Incorrect or Missing Mappings in Target Model
When importing data from a Data Hub to another model, I'm seeing values in the target model that don't exist in the source. For example, seller assignments are being tagged with subregions that aren't present in the source data - some assignments are missing expected tags, while others are mapped to seemingly random…
-
Anaplan Polaris: A deeper dive into the Polaris Engine and model building techniques
This article is part of a series on Polaris best practices. Click here for more Community content or visit Anapedia for detailed technical guidance. Polaris is Anaplan's next-generation calculation engine, designed for highly dimensioned calculation at scale. It represents a paradigm shift in the ability to model business…
-
Tenant Administrator - Ability to Export Tenant Level Roles Information
As an Anaplan Tenant Administrator, I need the Export functionality to be able to export all the existing Tenant Level Roles information as well as the role details, into a CSV file. I also need to be able to Export the information via API. So that I have the accessibility to document and report to my security team, and…
-
September 2025 platform releases and what’s next
Check out the latest Anaplan feature updates and enhancements in our September 2025 official release notes. The information below offers supplemental information to that post. Planning experience Improved Keyboard navigation across cards Across Boards, Insights, and Worksheets, tab navigation through toolbars in cards and…
-
Forecaster – Considerations before starting
Before starting with Forecaster, there are a few topics we recommend considering around the data, properties of the forecast, and forecast evaluation. While it is important to define clear goals for each forecasting scenario, Forecaster's forecast accuracy will mostly be determined by the quality of the available data.…
-
how to count how many times an action has run?
I want to create a line item which will increment by 1 every time an action is run manually. This action is an import which doesn't involve any file upload to anaplan. The module where I want this line item has users list & SKU list dimension. No time. So basically, I want to track how many users have selected an SKU and…
-
Apply a different background color depending on the workspace
My users have access to a pre-production environment to carry out their tests. This is very practical, but it regularly happens that they don't pay attention to the version being used and enter production data in pre-production or vice versa. To help them find their way around, I apply conditional formatting to certain…
-
Change Model There Colour
It would be useful to be able to set Production Models header or background colour to something different to Test or other non-production Models. During development activities switching between models in different browser tabs and windows can lead to changing a formula in the wrong model. I've seen in other Finance Systems…