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Level 1 - 7.2.3 - Date format settings
Hi All, I have imported the data into Employee Details as per the instructions. However, I am unable to find the options to update the date formats for Start Date and Leave Date. Please find the attached screen shot and could someone please help me to resolve it.
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resetting filters
What is the cleanest way of resetting filters on in a page in Anaplan? Is there a way of defaulting the filters to show the total level? Thanks.
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Cell Wrap Feature in Decks
Currently, when using tables in Anaplan Decks, the space is very limited, and comments or notes attached to cells often exceed the visible area. This makes it difficult for users to see the full context or explanations tied to the data. The challenge is that: Row height cannot dynamically increase based on the amount of…
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Level 2 2.3.9.3 Offset
Hello, I am currently using the formula: IF 'SYS01 Time Settings By Week'.'1st Forecast Year?' THEN OFFSET(Volumes, -52, 0) ELSE 0 To calculate the offset volumes. My grid shows Volume information through FY19, but my Offset Volumes are totally blank, even in FY20. Not sure where I am going wrong, but I have attached some…
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Numbered list display name
Hello, i have this issue: the first picture is what im trying to achieve, the second picture is what i have now. i dont understand why the numbered list doesnt take the display name property as its display value, instead whenever im adding a new item (through a form) im having this #.... Any idea? Thanks a lot 🙂
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How can I understand which columns are needed in an upload file?
I am looking at uploading a flat file and getting the error of "property-based import has one of they key properties unmapped - cannot proceed". So I was thinking, how can I understand exactly what the headers should be in an excel for flat file? is there a way of finding this in modules? e.g the columns should be…
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Share your best practices on guiding users through the UX — July 2025 Community Challenge
Our latest Best Practices Community Challenge is here, and we’re diving into guiding your users through the user experience! Each Challenge highlights a specific topic where Community members can share their expertise, exchange ideas, and learn from one another. Are you an expert in crafting intuitive and impactful user…
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500 Internal Server Error occurs with requests made with API V2.
To export data from the View, a request is made with an API call to download all pages. The View has a lot of data, so the number of pages will be about 100~3000. I am using Azure pipeline to download one page at a time, but when I finished downloading about 120 pages in 50 minutes, I got a 500 HTTP Internal Server Error.…
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Notification Button: Multi selection on Notification action created from UX Page
While configuring Notification button, from UX Page, either we can pre-select all the person need to be notified, or notified based on line item/role configuration. Idea: It would be good if we can let Users choose people who need to be notified, from UI. Like a checkbox based on User list. The user will then check the…
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INV02 - Safety Stock Flag Count line item formula - Level2
I need some pointers to tell me what went wrong. 1) i created SYS08 SKU Details a column Country made in-----PARENT(Supplied By) 2) In INV02 i used the formula---- 'INV01 Inventory Ordering'.Safety Stock Exception Count[SUM:'SYS08 SKU Details'.Country Made In] but i came out the error below. I have P3 aggregated to P1 in…
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Level 2 3.4.3 Activity: Create Country Summary Module
Hi, I completed this activity, however I have many doubts about the figures and that makes me think I could have done something wrong in the setup despite I thought my formulas should be correct.. I have doubts on these figures in the module INV02, the same figures over months. I think my SYS08 SKU details module looks…
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Enable Sorting by Columns or Rows in UX Worksheets and Boards
Description: Currently, Anaplan UX allows limited sorting capabilities, primarily focused on rows in grid views. However, users often need to sort data by columns or rows, depending on the layout and analysis requirements. This limitation affects usability in both Board and Worksheet pages, especially when working with…
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Enable Right-Click Functionality on Any Cell Within a Row to Add/Delete List Members in Worksheets
Description: Currently, the ability to add or delete list members in Anaplan UX worksheets is limited to specific interactions, often requiring users to click on the row header or use action buttons. This can be unintuitive, especially when working with hierarchical lists or when users are focused on cell-level data entry.…
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Ability to Default Close the Additional Insight Panel in Worksheet
Description: Currently, the Additional Insight panel in Anaplan worksheets is set to open if there are cards in the additional insight pane. Proposed Enhancement: Introduce a setting or toggle that allows page builders to default the Additional Insight panel as closed for a worksheet. This could be implemented as: A toggle…
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Enable Native Reporting from Model History Logs
Description: Currently, model history in Anaplan is only accessible via manual export and review, which limits its usability for ongoing audit, compliance, and operational reporting. Users must download the history file and process it externally to gain insights into model changes, user activity, and data updates.…
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Enable Case-Insensitive Filtering in UX Pages
Description: Currently, filters applied in Anaplan UX pages are case-sensitive, which can lead to inconsistent behavior and confusion for end users. For example, filtering for "North" will not match "north" or "NORTH", even if they refer to the same logical value. Proposed Enhancement: Introduce an option to make…
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Enable Moving or Copying MyPages Between Models
Description: Currently, MyPages are tied to a specific model, and there is no native functionality to move or copy them to another model. This limitation creates friction for users who: Build personal pages in a development or sandbox model and want to migrate them to production. Need to replicate similar MyPages across…
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Ability to perform "Insert Multiple Items" function on Board Pages
Today, you can add more than one list member on a worksheet via a "right-click" > Insert multiple items. However, you cannot do this same action on a board without creating an Import action that temporarily locks up the model. This impacts model builders and architects when designing UX pages and all end users needing to…
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Allow CloudWorks to Update User Access
Today, one can only update User Access (adding users, removing users, changing access) via an API and/or via the Administration pane. In the future, we would like CloudWorks to be able to update user access. This is necessary for us because our Anaplan ecosystem is large, with frequent turnover, so managing user access is…
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List Help
Hi, I have a list of bank loans. In this list, there are some bank loans which are no longer current, but my total of all bank loans includes this in the total. As there will be new loans, loans repaid throughout the period, what is the best way so I can see a subtotal of only current loans? Thanks,
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Polaris Training
Hi Team, I am looking for some training on Polaris Calculation Engine. Someone told me there are couple of videos under the category Polaris Primer Series 1 and 2. Could someone point them to where I can find those? Thank you
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Shaping the future of reporting: How Anaplan empowers every decision-maker
Author: Miki Sato is a Product Manager, Product Management Team (Data Management) at Anaplan. Where insights meet action — right inside the planning platform. A new chapter in reporting Today’s decision-makers need more than static dashboards. They need fast, clear, and trusted insights — without relying on experts or…
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How to add coulmn to show % from overall total??
I want to add another coloumn to show percentage for example level 2 % will be equal to 34/total no of inc and so on? how to do that
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Numbered list
After Importing into a numbered list, the list contains Number, how to show the Name instead.
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Clarifying Anaplan’s SSO X.509 Certificate Rotation Process
🔐 Understanding the Anaplan X.509 Certificate Rotation Email (Note: This email is sent to Tenant Security Administrators or Tenant Administrators within your Anaplan Tenant) When you receive an email from Anaplan like this: Email Sample: Hi, Your Anaplan Certificate for SSO needs to be rotated by July 16, 2025 (IST) for…
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Import into new User subsets
Super excited about User Subsets. However, we will need the ability to import into the user subset to make it useful. Another potential workaround would be the ability to use roles to auto populate the subset.
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Access to Modify Hierarchy for Geo Mapping Functionality
Hi, I am setting up Geo Mapping functionality for the first time at my company and having an issue where regular (non full access) users can view the Geo Map; however, they are not able to re-assign a country to another sub-region. Does anyone know what access requirements are for this type of action? TIA!
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Anaplan Polaris – Calculation Effort
This article is part of a series on Polaris best practices. Click here for more Community content or visit Anapedia for detailed technical guidance. What is the Calculation Effort column? The Calculation Effort column is one of the Blueprint Insights contained within the blueprint view of a module (or the line items tab)…
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Update on Anaplan Workspace Availability?
Hey all, I had finished my Talent Builder application about 1 week ago (5 business days). I am looking forward to complete the Lv 1 training prior to October and was wondering if there is anything out there regarding workspace availability/ waitlist? Thanks
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Multiple Sheet Add in Connection
Hi everyone, I have 2 questions about excel add in Refresh Multiple Connections function: Does the refresh multiple connections functionality refresh only the dimension selected on the selector (for example July 23) of the module/excel sheet or all the data present in the module? 2. In case of many sheets connected to…