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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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Register for our July 29 platform release webinar!
Anaplan's next quarterly platform release webinar will be held July 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 new…
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Conditional Formatting on Booleans
As a model Builder I would like to use Booleans as a Basis for Conditional formatting. For example. I have a Boolean/ Checkbox which indicates that not all fields in a new Item/ setting has been filled. I would like to be able to use that boolean directly instead of reverting to a number. The advantage would be to save on…
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Recommended Design for Determining Whether a Source Combination Exists in a Target List
Hello Anaplanners, I'm looking for advice on the best modeling approach for a DCA use case. Scenario I have an input module called "CC-Account Activation". It is dimensioned by: Cost Center (CC) Account Users can select an Activate? boolean to indicate that a Cost Center / Account combination should be activated. I have a…
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Dependent Dropdowns
Hi I have set up a Property on a list so that I can filter the list for only certain items in a user filter. I have successfully done this on another list but for the one I am currently working on, the dependent box is unable to be selected. Can anyone guide me as to why this checkbox could be greyed out? Thanks in advance.
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Combined grids with the same module
I would like a combined grid with Customer-Products, Sales history up top the current week and and Forecast data for the future weeks. The Sales History and the Forecast are in the same module, dimensioned by Customer-Product and weeks. I can filter the columns in grid2 and grid3 to show past and future weeks as required,…
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Modules - Beta Version
I have a question regarding the new Beta module creation experience. In the current UX, when creating a new module, we have the option to create a new Functional Area directly from the module creation screen. However, in the Beta version of module creation, I no longer see the option to create a new Functional Area. I do…
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1.6.3 Activity: Create Distribution Center Parameters Module issue
Hi While importing the data into the module the data is getting ignored instead of updating. I cannot clear this issue can u help regarding this. it is getting as ignoredmy mapping result no data
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How to replace YEARVALUE() in Polaris?
I' am migrating data from Classic to Polaris. I have a metric at the intersection of Market, Item, and Division that is calculated as Current Amount / Annual Amount. I obtain the annual amount using YEARVALUE(Current Amount). In Polaris, I cannot use this formula as a summary, so when data rolls up to higher hierarchy…
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Dynamic Summary Method
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: Ability to enable/disable summary method for each individual dimensions in a module. As of today, summary methods can be set/unset…
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How to approach a user story?
Author: Devrath Ahuja is a Certified Master Anaplanner with over six years of experience in implementing and delivering global Anaplan solutions. As someone starting out on their Anaplan journey, sometimes user stories and the build can feel overwhelming. Have you ever looked at a user story and wondered, “Where should I…
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Setting formula summary method on a ragged hierarchy to display on org charts
Authors: Upali Wickramasinghe, Certified Master Anaplanner and Principal Solution Architect at Zooss Consulting in Australia; co-authored by Andrew Petersen, Senior Consultant at Deloitte Australia. We were presented with a use-case to utilize the Anaplan Hierarchy Charts to display an organizational structure with some…
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Need clarification on DCA and guarding line items in Polaris Sprint 3
Hi everyone, I'm currently working through Level 2 Model Building (Polaris) – Sprint 3 and I'm having trouble understanding how the Final Shipment Amount line item in the INV01 Inventory Ordering module is protected. I'm confused about the different mechanisms involved, such as: IF THEN ELSE logic Dynamic Cell Access…
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Techniques for Anaplan model optimization (performance + sizing)
Author: Bhanu Chalotra is a Certified Master Anaplanner working with Anaplan community and designing different solutions around FP&A, headcount planning, and ICM. Anaplan is not just about how a model is built — it’s also about how efficiently it runs. This article shares proven optimization techniques to improve model…
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Level 1 Model Exam Activity 5
In Activity 5 of the model building exam, it asks to adjust formulas for EMP02 Employee Expenses module for the Bonus, Car Costs, and medical expenses to reference driver data in EMP03 Employee Drivers by Role module. I have no idea what that means, can you help me?
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REP02 SIZE MARGIN REPORT VALUES NOT APPEARING
Hello Everyone, The values for 'Revenue and Cost of sales' are not appearing in the REP02 Size Margin Report Module. Please find attached screenshots for your reference. Please help me.
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Add Versions as a native option for a line item/property format.
Description of the enhancement required: Version as a format An example of the enhancement: When uploading a planning file (budget, Q1 forecast, Q2 forecast) from excel, a number of identifiers for my transactions are uploaded as text and later on in the transactions module turned into line items based on a list so I can…
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Collapse / Expand Hierarchy Functionality in Modules and UX Grids
In current standard grid modules and UX Grids you can't Collapse & Expand hierarchies of Lists/Line Items/Sublist like you can do in Excel (see below). Considering that sometimes hierarchies can be huge or you want to Collapse one part but Expand another - it would be good to have such functionality
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Scheduled Cloudworks integrations that fail Should have RE-ACTIVATE option
Scheduled Cloudworks integration that fail move to AUTO_DEACTIVATED status. When this happens there's no other option that re-creating the integration from scratch, which results in unnecessary work. Depending on the user, this could have a wider application impact while the Admin integration will need to re-create the…
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From access control to governance: Turning UAM into a strategic platform
Author: Artem Shchaulov is a Senior Anaplan Consultant and Certified Master Anaplanner with 8+ years' experience implementing global EPM solutions. In the first two articles, we covered why access management breaks at enterprise scale and how to build a User Access Management (UAM) model that reliably assigns permissions…
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When will this "Coming Soon!" functionality be coming?
Greetings, Product Management People! This support article from nearly a year ago alluded to Dynamic Bulk Copy coming soon! https://product.anaplan.com/supercharge-your-model-building-efficiency-with-anaplans-upcoming-modeling-features-53955fd1-9330-4aaa-b145-484ad733afc3 The screenshot shows the option to select the…
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Referenced by for filters
I would like to see details of whether a module or line item is actively in use as a filter. When a line item is referenced by a formula elsewhere the target line item is displayed in the reference by column. Can this be replicated for line items which are used in all types of filter? This will help significant when…
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How to use Anaplan Data Orchestrator to push out data from modules as in Exports from Anaplan?
I need help to design an export from a Module having multiple dimensions in the form of a .csv file either to my local system or any cloud storing tool like AWS S3 bucket.
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NUX or Old - Add Jump to Section (Text Object) Functionality
As a user, it would be nice to add a jump to section functionality on either the pages in the NUX or the dashboards of the old UX. Some dashboards can be quite lengthy and scrolling becomes difficult when you have to navigate your mouse into the white space (as you scroll down) to avoid any published module views that…
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List Hierarchy building error
I want to build the Anaplan list hierarchy for my own development model . I have built three lists : Budget Heads L1, 2. Primary Function L2 (Numbered List) 3. Function L3 (Numbered List) Parent list: Budget Heads for Primary function. and Primary Function L2 will be the parent for List Function L3. But in my L2 Primary…
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Need a way to identify line Items being used as Filters.
There needs to be a way to identify line items that are being used as Filter in same module or any other module, This would be totally helpful while deleting line items that are no longer required.
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Level 1 Model Building Exam Activity 5 - Stuck!
I have been stuck on this activity for the past 2 days and do not know what I am doing wrong: This is the formula I tried for Bonus: For bonus: IF Employed? THEN Salary * 'EMP03 Employee Drivers by Role’.Bonus % [LOOKUP: 'EMP03 Employee Drivers by Role’.Department, LOOKUP: 'EMP03 Employee Drivers by Role’.Role] ELSE 0 And…
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Configure the four-digit year at the line-item level
Hi, Four digit year setting should be enabled at more granular level. Option to choose the four-digit year at the line-item or format level, rather than at the global Time settings, in order to avoid changing the entire app.
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How to, plus an evaluation of ways, to do version comparison
Author: Kevin Beltz is a Certified Master Anaplanner and Principal Platform Adoption Specialist at Anaplan. Budget vs. Actuals. Last Year vs. This Year. What-if Scenario A vs. What-if Scenario B. As an Anaplan model builder, solution architect, or end-user, you know that comparing versions is a foundation of insightful…
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Avoid the roll back every time the formula is wrong
Every time we create a wrong formula the system runs a roll back that takes about 8 minutes!! We would like to avoid this roll back... it takes so much time during the development phase! They could just send a warning message!