Modeling

Calculation Effort column for Classic Engine
In the world of Anaplan modeling, performance is key. Slow model calculations can be a major bottleneck, impacting productivity and decision-making. But what if you could pinpoint exactly what’s causing the slowdown? Enter the Calculation Effort column — a powerful new feature designed to help you identify and address…
Level 3 - Ask the Stakeholders - Establishing Sales Targets
Level 3 - Ask the Stakeholders Establishing Sales Targets Process Questions This forum is for asking the stakeholders of the Unicorn Candy Company questions about the Establishing Sales Targets Process. The Anaplan Academy team will be monitoring this forum during US Central standard business hours. Please allow up to 3…
Streamlining travel data: A comprehensive approach to trip parsing and expense linking
Author: Steven Kraplin is a Certified Master Anaplanner and Senior Financial Analyst at The MathWorks. In a recent project, I was faced with the task of designing a model that could efficiently consolidate travel data from various systems. The goal was to organize the data into trips and link all related expenses incurred…
Improve Keyboard Navigation
Similar to a post by AnaplanIdeas found here, it would be great if Anaplan had improved keyboard navigation. Specifically, if the following areas were navigable by keyboard: * Model settings pane * Lists panel * Modules panel Importantly, if users should be able enter elements using the enter key, rather than having to…
Pages with 2 models as a source has issues with Actions. A major problem
We have a new page with 2 model sources, and an action button from each source. When we select the first model 'CyT - DATA HUB', we see the 'UPDATE SUPPLY CHAIN' action greyed out as expected, as it is from another Model, and cannot be pressed. The action info is correct (highlighted) for the DATA HUB 'IMPORT ORDER'…
Enhancement Request for the ability to assign list items to a subset using a formula
I would like the ability to populate a subset based on a line item attribute in another import module that contains the full list.
Unlocking the power of Polaris: A guide to efficient model building
This article is part of a series on Polaris best practices. Click here to learn more. 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 planning challenges without compromise. This deck and the…
Saved views
We have a number of saved views across various modules in our model, does the number of saved views impact model performance at all?
April 2025 platform releases and what’s next
Check out the latest Anaplan feature updates and enhancements in our April 2025 official release notes. The information below offers supplemental information to that post. UX New UX for Models section in Administration The Models section in Administration has been redesigned with a more intuitive interface. Tenant…
Formatting time: Period instead of month
Would be great if a customer could choose how to format the months not just Jan 21 but P01 21 or P1 21 or P1 FY21. Now the period notation is only possible when selecting "13 4-week periods", but not if a customer selects any of the other option, like a month model or a week model with 4-4-5.
Level 3 - Ask the Stakeholders - Designating Sales Reps to Accounts Process Questions
Level 3 - Ask the Stakeholders Designating Sales Reps to Accounts Process Questions This forum is for asking the stakeholders of the Unicorn Candy Company questions about the Designating Sales Reps to Accounts Process. The Anaplan Academy team will be monitoring this forum during US Central standard business hours. Please…
Alternate Hierarchies - Use Cases
Hi All The topic of Alternate Hierarchies is very interesting for me, as we are exploring this topic as a future development for the product We are looking to build functionality that will allow multiple parents off a single child member and specify which hierarchies should be used in which part of the model This will…
The beauty of simplicity: any level of selection in a hierarchy
Author: Hanwen Chen is a Certified Master Anaplanner and Professional Services Sr. Manager at Anaplan. Use case This is an interesting use case. One of our customers wanted to be able to include/exclude any list item/member in any level of a hierarchy to/from a group. The customer calls the group “Domain”. Domains are used…
Architectural Use Cases for setting Action Imports / Import Data Sources to Production Data
There's only 1 practical architectural use case I can think of at the moment why you would consider setting actions as production data but would like to check in with others if there are other use cases I have not considered. The one use case I have considered is if you are splitting the same model in to regional models,…
The ability to add a dynamic sub total to a grid
I would like the ability to add a dynamic subtotal to a grid, so when rows are filtered out the total is updated on the fly
How to Pull Data from Non-native Versioned Source Modules into a versioned module?
I have a Report module that uses native versions (Actual & Budget). I need to pull data from two separate source modules: One module contains Actuals data (not versioned). Another module contains Budget data (also not versioned). Since the source modules do not have versions, how can I pull their data into my versioned…
Creating a two-layer ranking system in Anaplan
Author: Laiza Tagumpay is a Certified Master Anaplanner, former Customer Success Business Partner at Anaplan in the Philippines, and is now a Solution Architect at an implementation partner in Canada. When developing effective plans, companies often rely on multiple layers of prioritization criteria. In this blog, we’ll…
Is there a way to get a timestamp automatically added to an export file name
It would be super helpful to have the timestamp as part of the export file name in Anaplan, especially when clients run reports every day during the budget season. Is it possible to do? And do automatically?
Spring cleaning: A step-by-step guide to optimizing your model
Author: Ekaterina Garina is a Certified Master Anaplanner and EPM Consultant at Keyrus. Does your Anaplan model feel cluttered with too many line items and modules, making it difficult to find anything? Are you dealing with redundant calculations? Need a little optimization? Or perhaps you have a large model that needs…
OEG Best Practice: Data Hubs: Purpose and peak performance
You may have heard about a model called a Data Hub, but perhaps you aren’t confident that you understand the fundamentals, primary functions, or considerations when architecting one. There are three main advantages to incorporating a Data Hub: Single source of truth : Stores all transactional data from the source system.…
Change of E-mail Domain - User History and information
My Org, will be undergoing a rebranding soon and as a part of it the domain name of the email addresses will change user@oldco.com → user@newco.com We use Anaplan SSO for Login and Authentication, Once the SSO is reconfigured expect change reflect in Anaplan user base. How will Anaplan treat this change? Will the new…
Change to a Saved View should not break exports
When model builders modify a saved view, this breaks existing export actions that use that saved view. The reference to the view is not dynamic. For example, if a model builder adds a new line item to that saved view, then existing Export Actions do not recognise the change. Then the model builder needs to create a new…
Native Versions: Add as a Line Item Format Option & Allow Subsetting
As a model builder, some of the native version functionality is great. However, there are limitations that prevent it from being preferable in several cases. For this community idea, I am requesting the ability to have both of the below functionalities for the native versions in Anaplan: 1 . The ability to set a line item…
Have time as line item format (12:00, 12:30 etc)
Would be great to be able to have a line item format of time - not this isn't knowing what the current time is but users being able to put in 12:00, 12:30 etc or imported via datasets As we look towards having operational planning models being able to capture time as a pre-defined dataset rather than creating a list would…
Display timestamp on your Anaplan dashboard
Author: Hannah Shan is a Certified Master Anaplanner and Senior Consultant at Lionpoint Group. I've come across discussions about whether there's a way to display the action timestamp on the UX for the end user — and there have been some great suggestions to bring in the date by leveraging CloudWorks. But what if the end…
Level - Sprint 1 - 1.4.6.1
1.4.6.1 Rename Actions Using the recommended naming conventions for Actions: * Rename the Actions used to load the P3 SKU list and SYS12 SKU Details system module:* Organize the Actions in the correct sequence. * These Actions will be included in the Process: 1 Load Products. * Rename the Action used to Build the P3 SKU…
1.4.3.2 Import Data & Add Formula
Can someone help me figure out what formula I need here? All the columns are filled. What am I missing?
Recording now available! April 30 platform release event
If you missed our April 30, 2025 platform release event, the recording is now available! In this webinar, we highlight the most recent feature releases and how to take advantage of these in your environment. Our expert-led session demonstrated new features and innovations, provided a technical deep-dive and “how-to”,…
Configure Default Number Format for Entire Model
It would be nice to be able to set a default number format for an entire model. We use the same number format across all modules and models so we're spending a significant amount of time modifying this setting from the current default. It would be very beneficial to set this format upfront. I saw this idea labeled as "Not…

Modeling

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