Model Builder
Discussion List
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Anaplan Estate - turning model exports into practical improvements
Greetings, fellow Anaplanners. I’ve always wanted something that could take thousands of line items and help me work out where to start improving a model. So I built it. It’s called Anaplan Estate. Give it your Line Items and Actions exports, and it brings optimisation findings into an action plan, with evidence and…
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Level 2| Sprint 1| 1.4.3.2 Import Data & Add Formula; Error: Item Not Located in P2 Products Family
The blueprint view screen shot for SYS12 SKU Details is shown below: The P2 Product Flat screenshot is: The P3 SKU Flat screen Shot is: The error detail message is: And the SYS12 SKU Details screenshot is: Any suggestion/advise what I am doing wrong. Thank you.
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Introducing Anaplan Toolkit: side panel for model details, exports and model lock tracking
Hi everyone 👋 If you build or maintain Anaplan models, you've probably hit the same walls I kept hitting. Some basic questions about a model's structure have no single screen to answer them. You end up clicking through modules and pages one by one, or writing API scripts just to get a list. These were the gaps that…
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Ran into two issues this morning with selective access, and no items available for selecting
Hello, One of my models is generating this issue: "PLANNED Position # has selective access enabled and you may not have been granted access to any items." When I try to adjust the selective access, it then says "no items to select". I'm unsure what caused this issue and how to correct it. Any help sincerely appreciated.…
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Polaris: Line Item Subsets cause severe size leakage
We have discovered that Line Item Subsets cause unexpected behaviour in Polaris: their mere existence adds significantly to model size and calculation demand. This overhead is undocumented (it appears in neither Anapedia nor the Planual) and is not visible to the model builder during building. The only way to detect it is…
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Talent builder program - Formulas and functions model
Hello everyone, Has anyone (from talent builder program) been able to be granted page builder role and download the formulas and functions app ? Cannot and I would love too. Thanks a lot
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What's the #1 bottleneck in your Anaplan build cycle?
What's the #1 bottleneck in your Anaplan build cycle right now? A. Model documentation B. Onboarding new builders C. Optimizing slow formulas Curious which one takes the most time for your team and how you're currently addressing it.
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Anaplan Offset Formula is looking for value outside timeranges
Hi, I'm using the OFFSET formula, where a calculated and number-formatted field determines how many previous weeks the formula should look back. Based on this value, it retrieves the corresponding week's data into the output line item. The formula works correctly for some products; however, it fails for others. The issue…
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"Failed to retrieve field list" error when importing saved view across models
Hi everyone, Has anyone run into this issue before? I am trying to import data into a Marketing model list using a saved view (Update B3 Product Dist in Mktg) from a source model (FinancialPlanning_Dev_Polaris). However, when I try to set up the import action, I get the following error: Select SourceFailed to retrieve…
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L1 Model Building 11.3.4 — Forecast and Actual showing identical values, no changes occurring
Hi all, I'm working through exercise 11.3.4 in the L1 Model Building course and running into an issue with the Forecast vs. Actual logic. I've set up the Forecast line item with a formula referencing the Current Period (using CURRENTPERIODSTART/time settings as instructed), so that it should pull Actuals up to the current…
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Building a User-Filtered Export from a Module with Multiple Selectors
Good morning everyone. I need to build a module export with some specific requirements: users can select a currency type (USD/Local), Salary Type (1 or 2), Nomina Type (1 or 2), and Version (Forecast, TS, Plan). Currently, each of these filters is driven by an independent system module published in the NUX, each…
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🚀 Stop Writing Nested IFs in Anaplan - Use LIS Instead
If you’ve built complex Anaplan models, you’ve probably written formulas like this: IF A THEN IF B THEN IF C THEN Value1 ELSE Value2 ELSE Value3 ELSE Value4 It works. But it’s slow. It’s hard to debug. And six months later… even you won’t understand it. Let’s talk about why nested IFs hurt performance and how Line Item…
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Talent Builder Graduate Mini Resume - Arshaan Durrani
Name: Arshaan Durrani Location: Oakville ON, Canada Certification: Anaplan Certified Professional Model Builder (L1,L2, Anaplan Way) SAP Certified S/4HANA Financial Accounting Associate Tableau Desktop Certification SQL Developer Educational Background: Wilfrid Laurier University- Bachelor of Economics Profile Summary:…
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Mark list items as subsets with import process.
How can we create an import action for production lists where we can import data and mark it as a subset while importing so that only selected list items get added as production data, and we dont have to mark each item seperately, so that we're able to use these list subsets as dimensions instead of the whole list in…
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Bulk Copy Failure
The Bulk copy at my org has failed for some reason, The bulk copy was run from the versions tab, and a specific list was used (which is production data ticked). What sort of trouble shooting can one do for this issue? I cant run the bulk copy from the actions tab as it wont show the list (being production data ticked). And…
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Redesign your organization in seconds: A leader's and builder's guide to the new hierarchy chart
Author: Steve Prendergast is the Director, Product Management at Anaplan. In modern business, change is constant. Departments restructure, sales territories split, and product lines evolve. Yet for most planning teams, reflecting these changes in a traditional planning tool has historically been a slow, rigid, and highly…
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Default today's date on UX with ADO
Hi everyone, I am trying to make a UX Page with today's date as default. That means, everyday when I enter in my UX page, I will see today's date (so the date will change everyday) and the figures related to the date, will change accordingly. Any ideas or tips&tricks? I need to men tion that I need to use ADO and not…
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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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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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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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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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Native function for Date & TimeStamp
Hi, is there in Anaplan the possibility to retrieve current time (date and time)? I know that now this is possibile only via integrations, but I will need to know if there is a native function.
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Level 2 Polaris Sprint 3 Exam Question 7 — all answer options marked incorrect
Hi everyone, I am taking the Level 2 Model Building (Polaris) – Sprint 3 Exam and need help with Question 7. Question: “Using the Distribution Center Summary UX page, in March 2025, which Distribution Centers have Stock Exceptions (All Products)?” The answer options are: San Francisco, Dusseldorf, Melbourne, Marseille, and…
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Talent Builder Graduate Mini Resume - Andrés Avilés
Name: Andrés Avilés Location: Mexico City, Mexico Certification: Anaplan Professional Model Builder Certification | Anaplan Talent Builder Program | Jun 2026 – Jun 2028 Educational Background: Bachelor’s Degree in Finance, Universidad de Sonora. Business Intelligence Diploma, ITAM. Academic exchange experience at The…
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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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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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Talent Builder Graduate Mini Resume - Anoop Chhabra
Name: Anoop Chhabra Location: Bangalore, KN, India Certification: Anaplan Certified Professional Model Builder Educational Background: Anaplan Academy, IIT-D (B.Tech), IIM-B(MBA) Profile Summary: I have a vast experience across various domains & technologies for clients from different industries - Aero, Agro Chemicals,…
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Display Item Deletion Count in UX
When deleting items from a list via the UX, there is no indication of how many items are being removed. The model backend provides this count during deletion, but the same visibility is absent in the UX experience. It would be helpful to surface this count to users when performing deletions through the front end.
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Talent Builder Graduate Mini Resume - Monica Drake
Name: Mónica Drake Location: Los Angeles, CA Certification: Certified Anaplan Model Builder (Level 1 &2) Educational Background: Anaplan Academy, George Washington University (Digital Marketing), Universidad San Marcos (Public Accounting) Profile Summary: As a Certified Anaplan Model Builder and Business Operator, I…
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"Saved Views" on Actions & other Model Objects like Time, Versions, Users, Source Models, etc
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: in Actions - the only way to get the information is to manually export or to have an export action. It would be great if I could make…
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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
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Anaplan Quarterly Customer Platform Release
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