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Workaround for Formula & Closing Balance summary methods together in Polaris
Hello folks, Does anyone know how to work around the Polaris limitation of using the Formula or Ratio summary method alongside the Closing Balance within the same line item? I have a Business Unit list where the total (All BUs) must display the Corporate (1 of 20 leaf items under All BUs total) number of Unique Customers.…
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Enable Summary Method Ratio & Closing Balance in Polaris
Hello, We need the ability to apply both summary methods in the same line item in the Polaris engine as we do in the Classic engine as soon as possible, please! Thanks.
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Improve Horizontal and Vertical Scroll Bar Visibility and Size for Enhanced Usability
Description: In the Anaplan UX, scroll bars—especially in grids and dashboards—can be difficult to see and interact with. The current scroll bars are thin and often blend into the background, making navigation cumbersome. Suggested Enhancement: Increase the default width of scroll bars across the platform. Improve contrast…
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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…
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Level 3 - Ask the Stakeholders - Assigning Accounts to Territories Process Questions
Level 3 - Ask the Stakeholders Assigning Accounts to Territories Process Questions This forum is for asking the stakeholders of the Unicorn Candy Company questions about the Assigning Accounts to Territories Process. The Anaplan Academy team will be monitoring this forum during US Central standard business hours. Please…
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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…
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LOOKUP and FIRSTNONBLANK used in the same formula
I have two modules in Anaplan: Module 1: Name: dat_Fund Composite Dimension (List): ad_Fund Composite ID Module 2: Name: dat_Segment Dimension (List): ad_Segment ID There is no direct relationship or mapping between the two list dimensions. I'm trying to understand how the following formula works: Line Item: L0 Segment ID…
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Ability to save views with Zeros Suppressed in Polaris
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: Within Polaris there is the ability to suppress cells with zeros values within the module or grid of the UX but currently there is a…
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Best Practices for FINDITEM on blanks [PLANUAL]
I was going through the PLANUAL and noticed this error. I think the formula is wrong. If majority items in a list are blank then it should be: * IF ISBLANK(Line Item) THEN BLANK ELSE FINDITEM(List, line item) Also, is it efficient to use ISBLANK() in conjunction with FINDITEM() OR a better approach could be using a…
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Five new Anaplan features you may not be using
Author: Misbah Ansari is a Certified Master Anaplanner, Anaplan Community Moderator & Community Boss, and CEO/Founder at Miz Logix. Anaplan has come a long way as part of its product development. We have seen so many features being released over the past few years which has not only helped Anaplan carve a place for itself…
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August 2025 platform releases and what’s next
Check out the latest Anaplan feature updates and enhancements in our August 2025 official release notes. The information below offers supplemental information to that post. Planning experience Multi-browser tab syncing When changing context or data on a UX page, you can now view real-time data updates across up to five…
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Streamlining your Anaplan models: A guide to effective cleanup
Author: Junqi Xue is a Certified Master Anaplanner and consultant at valantic. Keeping Anaplan models organized and auditable is crucial for efficient operations. Over time, these models tend to grow organically, often resulting in clutter. There are some good articles in the community about cleaning up; I’m going to…
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Do we have workaround for management reporting context selectors filter/show-hide?
Hi all, Do we have any neat workaround for either filtering/using show-hide on the context selectors in the management report type of page? There's a list with parent members, where I want to hide the parent members from the page. Thanks for the help in advance!!
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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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Change Model There Colour
It would be useful to be able to set Production Models header or background colour to something different to Test or other non-production Models. During development activities switching between models in different browser tabs and windows can lead to changing a formula in the wrong model. I've seen in other Finance Systems…
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How do I show only those line items which have non zero values for list and time dimension?
I want to see only those line items which are not equal to zero from a hierarchy list subset in a module dimensioned by time as well. I am looking forward to create a line item which I will apply as a filter to the module. I have 15+ line items but the filter should only show those line items from the list subset for every…
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3.2.11.1 Create Planning Period Filters
Confused on which Line Item I'm building a formula for, I'm assuming both. Also this is the formula I used to so that the weeks in that month are selected as well when you select the month are as follows. Please advise. MONTHVALUE('SYS00 Time Settings by Month'.Planning Period Filter), Kind of confused why would not want…
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Add list members to a selective access list
Hi, I am working on a solution where the User should only have access to write/edit the list members that they add from an Action on the frontend. This action adds another list member to a selective access list. The problem is, in order to run the action, you need access to the entire list, so you would see all list…
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Line Item Subset Filter not working in New UX?
Hi All: I am attempting to filter in the NewUX by way of a line item subset. Goal is to hide line items based upon the selection of the user. In the traditional UX I can apply the filter without issue. When I go to apply the filter to my grid in the worksheet (NewUX), it does not allow me to select the line item I wish to…
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How to estimate the size of a model
Hello, I would like to find an app to estimate the size of a model I can't find it on the App Anaplan Agile THank you for your help
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Fiscal Year 2025 and 2026
I am trying to configure Week 52 for the year 2025 to span from December 20th to December 31st and Week 01 for the year 2026 to cover January 1st to January 9th. Despite my best efforts, I haven't been able to find any articles or resources that provide guidance on setting up a customized fiscal calendar in this manner. I…
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not a recognized line item
We are repeatedly getting the not recognized line item error when building out simple formulas sing line items all contained within the same module. In the screenshot below A-3 references A-1 + A-2 and all are clearly line items, this is happening when selecting the lines items with the formula editor and typing out the…
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UX Enhancement: Red Font Toggle for Negative Numbers
In most cases, especially when adhering to accounting principles, it's preferred to display negative numbers in red font, similar to how Excel handles them. Currently, achieving this in Anaplan requires setting up conditional formatting for each line item, which can be time-consuming and inefficient. To streamline this…
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UX Enhancement: Red Font Toggle for Negative Numbers
In most cases, especially when adhering to accounting principles, it's preferred to display negative numbers in red font, similar to how Excel handles them. Currently, achieving this in Anaplan requires setting up conditional formatting for each line item, which can be time-consuming and inefficient. To streamline this…
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Call Center Functions: Agents must return whole number?
Is there any equivalent or trick to returning 'fractionalagents'? AGENTS(w, t, y, z) will always return a whole number. My stakeholders are interested in both whole/fractional agent calculations.
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Alternative of Rankcumulate
Is there an alternative to using RANKCUMULATE in Anaplan for cumulative ranking by group? The model's performance is impacted due to the use of rankcumulate. I'm looking for a more efficient approach or best practice to achieve cumulative ranking within groups without degrading performance.
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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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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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Data Hub Download for Level 2 Model Building Sprint 1
Hi Anaplan Gurus, I working on Level 2 Model building Sprint 1 training. There is process step where Solution Architect asks for downloading Data Hub Model in your anaplan workspace. There is link provided in the activity to download the data hub for sprint 1. On clicking the link, System lands me on the Anaplan Frontdoor…
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New Module Experience - Modules Search Bar
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: It is not possible to search for modules in the new modules (Beta) experience. This is something that exists in the current one. How…