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Export Action Notes
Export Action Notes 1. Purpose of the Export Action What it does: Describe why this export action exists. For example: "This export action allows users to extract specific data from the Anaplan model into an external file for further analysis or reporting purposes." Who uses it: Identify the intended audience. Example:…
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Result from ISNOTBLANK() is not aligned to LENGTH()
Hi Anaplanners, I have encountered this super weird situation where I am using ISNOTBLANK() formula to identify if there's any characters in my Parent Reporting Sub-Segment (PRSS) column, but some rows (see ss below) is showing ISNOTBLANK() = TRUE even when there's no inputs. When I tried to troubleshoot this with LENGTH()…
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Set Default & Page-Level Toggles for Card Comments/Maximize
Hi all, Just discovered we can turn off comments and maximize on cards other than text. As I was using it, an idea came to mind. Since I'm usually turning comments and maximize off for cards like images and text, it would be a huge time-saver if they were off by default. Another idea could be a "apply to all cards" button…
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How I Built It: Replacing list items
Author: Chris Allen is a Certified Master Anaplanner and Manager at Allitix Part of Accenture. Hello, and thank you for checking out my ‘How I Built It’ video tutorial on replacing list items! The video will walk you through the process of replacing list items. The key feature leveraged here is importing a new code into a…
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Anaplan XL Enhancements
There are few things which I thought would make sense with respect to user using Anaplan XL: Creating Anaplan Connection: Currently creating Anaplan Connection gets active the moment we select module from a model, but still we can build reports from Any module of that Model. So its ideal to have ability to create…
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Context Selector Expand and Collapse: Set Children Default: Opened or Closed
Background: The first click of a context selector on a NUX board the entire hierarchy opens out all levels right down to the lowest level. This means the user (all users, but focused on business/end users, executive-level) has to manually collapse each level they are not interested in seeing to navigate to the area they…
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Can't move on past first Lesson.
I am currently taking the Anaplan course, I completed the first lesson but whenever I try to move on to the next one it won't let me. When I try to move on it tells me that the prerequisites weren't met but I've already went through the whole first lesson in full, if there's something I'm missing please let me know.
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Anaplan Excel Add-In | Connect to New Model
Hi - I recently created a new Anaplan model that serves as a 'reporting' model for some past versions. We have Excel workbooks that retrieve data from ~20 modules that I would like to connect to the new model. The new model is identical to the old model just with different versions (fake version list). is there a way to…
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Show Line Item Format in New Model Building Experience
The new model building experience is far better than the classic and needing to click into every module if syntax is unknown. A big incremental enhancement would be to add some sort of icon or naming to show you the Line Item type. Adding this naming would allow the builder to better understand what they are referencing…
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A reminder of Bulk Copy - Current year to Prior year version for YoY analysis
A quick reminder of the Bulk Copy functionality. Bulk Copy allows you copy large volumes of data from one slice of a model to another in a single, optimised operation, instead of using formulas or imports. Use case: copy a version (RF1) into a prior year version (PY RF1) using a versions list to allow for year-on-year…
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Actions Editing - Not Syncing to Prod
I have a Dev and Prod environment. I have an action where I am importing data from another workspace. I am needing to map some new line items in the action so that it pulls correctly. I am updating the mapping in the Dev environment, but after I sync to Prod those changes are not flowing through. So they show updated in…
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Native Time Formats with Hours and Minutes
Problem Statement: There is a business need to allow users to filter and analyze data based on specific times (e.g., 14:30). The current 'Date' format in Anaplan does not provide this level of granularity. This functionality is essential for time-sensitive planning and analysis use cases where differentiating between…
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Auto-update on UX Cards when Template is Updated
The core idea is to have UX Cards automatically update when the Card UX has changed: new line items into a grid or Field Card, conditional formatting rules change, etc when the same card is displayed multiple times. Example: User Filter Cards I have the same User Filter card on 90% of my Pages - let's call it 16 Pages. I…
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Configurable default selection for context selector
I recently had a question from a client who asked if it was possible to set a default list member (or the top level of a list, eg. all products) as the default for the context selector at the top of a page. They wanted to be able to select a particular layer, list member or top level of a list and always have it revert…
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AnaplanXL & VBA Macros
Hello, I have two questions related to building a VBA macro that uses AnaplanXL. Above is a picture of what I'm building toward, a data grid with several header rows. The color-coded headers are our list dimensions in Anaplan. In this example the yellow cell's value should be the intersection of Dept_1, Line_Item_1,…
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400 error when using From Action
hi, I'm receiving this error when trying to create item in numbered list item. My list has a display name property (used only to display name, never in modules) In form Action I ask user to give display name and other informations about the item (informations are line items in associated modules). It seems that when I ask…
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Change the model source for all pages in an application in one go
Hello every year I use to copy a PROD model of a given period (Bud 2026 for example) and keep it open but "Locked" for users, in order for them to still be able to access it if they want to remind what has been done during the previous process. All the pages in the app are sourced on this model (the PROD one not the copy),…
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How I Built It: User Access Management
Author: Kevin Dale Bandelaria is a Certified Master Anaplanner and Solutions Delivery Head at OmniQuest, Inc. Solution overview The User Management process in Anaplan was developed to simplify how administrators set up and maintain model roles and selective access settings for users. Traditionally, configuring access in…
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SSO Admin Screen - Remove the ‘Load from XML file’ option given that its not reliable
We have had issues updating our SSO cert and have been advised by support not to use the above option. Given that it is not reliable, it would be better to have it removed so that users are forced to use the manual option which works consistently.
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CERTIFICATION BADGES - ANNOUNCEMENT
Anaplan Champions! The Community team just posted this announcement that certification badges may not be showing up on your profile probably until next year. Rest assured, you will get credit once you complete and pass the exams. https://community.anaplan.com/t5/Blog/Badges-Back-Soon/ba-p/123385
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Workarounds for coercing timescales in Polaris?
Hi, all. Polaris formulas don't coerce timescales like classic does and I'm looking for a workaround. I want to build a UX time selector like I have in my classic models: The way it works in classic is like this: The "Filter" line item looks at the month formatted, quarter formatted, and year formatted boolean line items…
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New UX Idea - Apply one more model source to all pages of the app at once
One of our model a dev and multiple prod models linked to a single dev via ALM. We have developed New UX App based on dev with a lot of pages in it. My aim now is to apply all prod models we have to this app, but the existing procedure is not effective for this idea. I want to have ability to add new source to the excising…
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Training & certification for non-model builder
Hi, I would like to ask the training and certification available for non-model builders. I would like to learn about Anaplan from user end trouble shoot purpose and guide on UAT, deployment and Dashboard creation but not directly involved in model building.
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Update Anaplan IRR Function to calculate running IRR
We have a business requirement of calculating running IRR to calculate the performance fee. Currently, Anaplan IRR function gives 1 final output basis entire cashflow We need running IRR to start calculating the performance fee from the period if the IRR exceeds Hurdle rate This is a highest priority item and needs to get…
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Talent Builder Job Opportunities - Bluecrux
Job posting template Position Title: Anaplan Solution Architect Company Name: Bluecrux Location (City, Country): Hybrid Northern New Jersey (Metro NYC) Role Overview: We’re seeking an experienced Anaplan Solution Architect to work closely with our clients, helping them navigate supply chain transformations and implement…
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Workflow does not display detailed error messages and marks success despite partial failures
Summary: Workflow does not display detailed error messages and marks success despite partial failures. Impact: Developers and workflow users will be receiving false-positives due to the “Completed Message” despite partial failures, that are present when manually triggering processes and through cloudworks. The expectation…
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Discover how Anaplan turns complex workforce simulations into real-time insight
Author: Judee Dimapilis is a Certified Master Anaplanner and co-founder at Malaya Tech Consulting. Preparing for a major business launch is always complex, especially in the gaming and leisure industry where coordinating different departments, opening phases, and staffing requirements add another layer of operational…
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Quick sum bar not supported in Saved View
I wanted to check if others are facing this specification difference between Grid Card in Additional Insight. When created using a Saved View, the Quick Sum bar feature does not work, but when created using the module directly, the Quick Sum bar works.
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model building activity 6 add formulas to REP04 module line items
hello. is there anybody, who can help with the LEVEL 1 Model Building Exam? I do not know what formulas to write in the model building activity 6
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Optimization - Line Items References in saved view
To maintain efficiency and performance, model builders must periodically remove unused or irrelevant line items. At present, the [Referenced By] column in the blueprint provides visibility into dependencies between line items. However, for line items that are not referenced by other calculations, builders must manually…