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Automated license and size management
Author: Anish There has 2.5 years of experience in Anaplan and is an Analyst at Deloitte. Managing user licenses and keeping track of model sizes in Anaplan can be daunting for teams juggling multiple models across DEV, QA, and PROD environments. Traditionally, consolidating user information means manually exporting from…
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Time hierarchy filter new ux when brought forward option is turned on?
Hello, Does anyone know any workaround or a solution to be able to enable the hierarchy filter in new ux when the brought forward option is selected in backend? I do not see the above hierarchy filter option if I enable the brought forward for a line item-
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Migrating a model from Classic to Polaris
Author: Mike Henderson is a Principal Solution Architect at Anaplan. There is growing interest in taking existing models that operate in the classic (Hyperblock) engine to Polaris. There are a variety of reasons motivating the move such as workspace optimization, accommodating natural model growth over time, and…
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How to be frugal when building inventory rollover
Author: Vinay Varadaraj Mirajkar is a Certified Master Anaplanner and Senior Solution Architect at Anaplan. Imagine you are modeling inventory projection in the classic engine with below assumptions: Large number of products and locations Planning horizon with daily buckets (let’s say 60 days) This is very common in use…
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Avoiding Unnecessary Hierarchies in Anaplan: Escaping the “Top Level” Trap
In multiple Anaplan implementations across FP&A, S&OP, and operational planning use cases, a recurring design challenge is the overuse of hierarchical lists with Top Levels, especially on large transactional or operational lists. In many projects, hierarchies are introduced early with the intention of providing “future…
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Selective Access on Flat List Subsets
Currently, selective access write permissions must be granted to a parent item for end users to modify an item's subset membership. In the case of a flat list, the items do not have a parent, which means users cannot modify the inclusion of these items in the subset. This has created challenges within my organization, as…
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Previous list item in formula
Hello, Is there a way to assign a value depending on the previous list item? In my case, I need to assign the value 1 to the week 5, value 2 to the week 6 and so on until week 9. The values always go from 1 to 5, however the week number might change (for instance, choosing RFC24/01, value 1 is to be assigned to week1 ecc)…
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Additional Week Formatting Options
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: The "w/e" prefix is quite bothersome, especially when it appears on our graph axis labels. My business and executive users often…
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How I Built It: Chess in Anaplan
Author: Waleed Hakim is a Sr. Anaplan consultant. Hi everyone! I’m Waleed — a Senior Consultant working with enterprise clients to transform their planning processes through Anaplan. I've been in the Anaplan ecosystem for just under four years now, and while most of my time is spent solving complex business problems, I’ve…
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Moving Sum for Formula driven number format line items
I am trying to create a Net Debt / EBITDA formula at the bottom of one of our P&L income statements where, i have tried the MOVINGSUM function. However this does not work for summary line items which EBITDA is. What i would like is to be able to sum the previous 12 months EBITDA (Including the current period) numbers in a…
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How I Built It: Fast, efficient model build of scenario planning with P&L impact analysis
Author: Marina Ketelslegers is a Certified Master Anaplanner and FP&A expert and independent Anaplan Solution Architect. In this 'How I Built It' tutorial, you'll learn how to create a dynamic and flexible impact analysis and allocation framework tailored to your needs. Whether you're evaluating P&L scenarios with business…
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Time Period Formatted line items dependency on Time Range
Currently dropdown for time period formatted line items shows all time periods for Model Calendar. There should be an option to make them dependent on Time range applicable to that particular Module/Line Item. For Example: If Model has 5 years, a Month formatted line item will show all 60 months in dropdown even if that…
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Copy a Process
I am frequently encountering cases where i need to copy and existing Process then edit it slightly. Current example is a DEV model is being rolled out to many regions. I need to have a suite of Processes per Region as they are slightly different in the way they update from Data Hub. Right now i have to create a record of…
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Iterative Development in Polaris
This article is part of a series on Polaris best practices. Click here for more Community content or visit Anapedia for detailed technical guidance. As Anaplan solution architects and model builders begin to develop in Polaris, it's important to consider how you approach the development workflow. In Polaris the upper limit…
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Formula for Subsets
Add in a formula functionality to conditionally add items to a list subset, rather than having to manually check a boolean.
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Show Parent when no child + selection
Good morning, My lists are as follow. Parent: Mission --> Programm --> Activity --> Expense (lowest level) My objective is to put in place a filter that allows me to see the Activity items even though I have no existing Depense under the acitvity, combined with a filter where the user can select to narrow the view on one…
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Anaplan DocuSign Integration
Hi Team, Could anyone please share their experience in integrating Anaplan With DocuSign? Our use case is below - Users should be able to create Purchase orders in anaplan, Route for approval and track the approval statuses. Our Approver Business users are not Anaplan users. So, we need to create a PDF file using the PO…
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Sales rep monthly Commission not matching with Anaplan 'Check Your Build' numbers?
Hi All Community Members, Despite putting a lot of thought and efforts, I am not able to figure out where am I going wrong. I have set all the Modules and formulae in place but still the numbers for the sales rep monthly commission is not matching with the Check Your Build numbers. Please find below details of my modules I…
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[Polaris] Allow for the use of Suppress 0's functionality on saved views for Model to Model exports
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: While understanding there are potential updates in the works, an alternative solution for Model to Model import challenges within…
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Cooking the P&L like a Blanquette: Robust Models in Anaplan
When you start modeling a P&L in Anaplan, there’s a universal temptation: “Let’s just add one more line item, it’ll be faster!” OH NO ! And yes, in the short term, it often is. But after a few iterations, you end up with a model that works… but looks like a stew that’s been cooking too long: too many layers, hard to…
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Register for our January 29 platform release webinar!
Anaplan's next quarterly platform release webinar will be held January 29, 2026 at 8 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 a practical guide and live demonstrations to help you get the most out of…
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SUM and LOOKUP | Model Optimization Team series
Hi! Welcome to the Model Optimization team's monthly blog post. This is an eight-part series, following the topics we see occurring most frequently in slow customer models. Our aim is to inform and guide how to build with best practice intentions for these model building topics. Each month, two of our analysts will take…
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Filtering non-numeric line items
Hello, I have read the below articles on how to filter line items using a Line Item Subset. This currently works great for my use case, except I also need to filter and include non-numeric line items like booleans. The below article runs into the limitation of only being able to filter numeric line items via Line Item…
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Line Item Subset Formatting
This post is a bit of getting ideas to work around but also see if people are experiencing similar issues. I think it would be a good idea if Line Item Subsets could inherit the formatting and time settings from the source modules that they come from. In the situation where you had a KPI which was a %, a number and a…
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Error on Copying Model
Hello Community, I had to create a PROD model from existing Dev and UAT models. I created a model using a Revision Tag, and everything worked just fine. However, if I tried copying the model directly, I got an error that I did not understand. It creates a copy, but the copy does not open. Could you help me understand why…
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Daily Date Format
Hi, I have a module with a time range as a dimension. I've set it with a daily time scale, but Anaplan's way of showing daily dates is for example "1 Jan 37" and I need it to be in numbers because when I export it excel doesn't recognize it as the date format that I've set in Windows (OS) (when a date as two digits it's…
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Limit on No.of Users
Is there any limit on addition of users to the workspace?
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Custom Version Implementation
Hello everyone, Working with a client on a model which (due to workspace constraints) is utilizing primarily snapshot versions. After a recent increase in space (pending finalization), we’re looking to incorporate custom versions to all of the modules feeding the P&L for the upcoming budget cycle. Today all inputs, calcs…
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Commission calculation
Hi, Can anyone tell me whether the below calculation is correct or not? If yes, then can someone please clarify why the quarterly balances are different Thanks AB
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LOOKUP on Time | Model Optimization Team series
Hello Anaplan Community! Welcome to the Model Optimization team's monthly blog post. This is our last post in an eight-part series, on the topics we see occurring most frequently in slow customer models. Our aim is to inform and guide how to build with best practice intentions for these model building topics. Each month,…