Modeling
Discussion List
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Intermittent Anaplan Interface Error Message
Hello, Former Anaplan Support member here. I was just about to create a Support Ticket for this intermittent error message, I wanted to see if there were others who have run into this message before? 1) I am checking to see if other users are facing this issue. 2) This is not model or workspace specific. I have already…
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Multi-level bill of materials explosion or breakdown
Author: Alexandru Pavel is a Certified Master Anaplanner and Solution Architect at Keyrus. In manufacturing, supply chain planning, and production management, it is often necessary to determine the quantities of raw materials required to produce a finished good. This process, commonly referred to as BOM (Bill of Materials)…
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2.3.9.3 Update Historic Volumes for Baseline Forecast
Hello everyone, I encounter a problem concerning the formula of "Offset Volumes for 1st Forecast Year" . I wrote the formula that seems logical to me but it doesn't work. Can someone help me correcting it ? Thanks in advance. N.B : The first image represents hints for the formula and the second image is the formula that i…
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Current Date and Time
It would be great to have a function to get current date and time. Timezone settings could be common for all users and maintained in the settings section
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One model, many countries: The template and the reality
Author: Daniel Badura is a Certified Master Anaplanner and Solution Architect at Dr. Oetker. A consistent, transparent planning approach offers many benefits, but applying it across an international organization is no small task. Markets differ in priorities and business practices: customer preferences and buying habits,…
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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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Workspace model oversize
Hi, I received an error msg regarding the workspace exceeding the size limit when I wanted to add more lists into “Applies to” as I added an additional context/page selector and needed to add up the figures with an additional criteria in the formula bar using the sum function Is there a way to resolve this issue? Kindly…
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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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Add an Option to Change the Module Name “Style” for Better Visibility
It would be helpful if we could change the Module Name “Style” setting to improve visibility, similar to the Line Item “Style” setting.
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Add Time Scale Selection When Creating a New Module
It would be helpful if users could select the time scale (e.g., Year, Quarter, Month, Day) when creating a new module.
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Dynamic Time Filters and Dynamic Line-Item Filters
Author: Hanwen Chen: Certified Master Anaplanner and Professional Services Sr. Manager at Anaplan. Dynamic Time Filters and Dynamic Line-Item Filters are common features in Anaplan models that provide users with greater flexibility when viewing reports. Dynamic Time Filter A Dynamic Time Filter allows users to select the…
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Case Study: Anaplan model performance and size optimization
Author: Pranjal Agrawal is a Certified Master Anaplanner and a Senior Anaplan Consultant at Hinduja Global Solutions Limited (HGS). The challenge I was working for a client who at the start of their fiscal year introduced some new functionalities in Anaplan. They initially estimated that the additional data flowing in for…
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How I Built It: Classic vs. Polaris — a dimensions-first approach to module design
Author: Valeria Sicuro is a Certified Master Anaplanner and Professional Service Consultant at Bedford Consulting. In this ‘How I Built It’ video, I demonstrate how dimensionality decisions impact model design in Anaplan, and how the same business requirement can lead to different implementations depending on whether you…
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Summing over time period and list item
Hi, I am struggling to return any values and wondering whether this is even possible? I have created a fake Period End list and can determine according to the day in the time module (ACC04) what the Period End should be. I then created another module dimensioned by Period End and summed Day in Office but its coming up as…
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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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Allow the end-user to set their own language preference for a model within their settings.
Description of the enhancement required: Allow for Workspace Admins to configure the Platform in English but support alias tables that allow end-users to switch between different languages (i.e. English to French, etc.) An example of the enhancement: Allow the end-user to set their own language preference within their…
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Model to Model Import Issue
I have two actions one that pulls a list, using code, from model A to model B and then a second that pulls data associated with that list. The first one works perfectly - every item with it's associated parent is there but on the 2nd action some of the data points don't get pulled across. I've cleared the list a couple of…
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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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The hidden valley: Auditing Anaplan solutions for adoption and value
Author: Avirup Sen is a Certified Master Anaplanner and a senior consultant and solution architect at EyeOn. A key reason for Anaplan’s global success story is how it is adopted easily across organizations for its ease of business adoption. Users globally love the platform, not only for the performance and scale of…
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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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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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Failed to retrieve field list from the selected data source. Please check your import settings and
Hi I'm received this error and it took a while to work out what it was. In the "Source Models" it was pointing to the wrong environment, this is confusing because I could still see the "Saved Views" to click on, it would bail out straight after that with the error. The complete error is: "Failed to retrieve field list from…
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new module experience
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 export the modules view from the new modules experience. It is possible, but fiddly, to highlight and copy,…
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Anaplan History Extraction based on Specific Criteria
Hi Anaplan Team, We now only have one option for extracting history: selecting a date range. It will benefit all model builders and Anaplan workspace admin users who truly take part in model development if we can offer more options, filters, or criteria. History Extraction Options along with Data Range: based on a specific…
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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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1.5.8 Activity: Create Saved View for Import
I am trying to create the exact replicate of the screenshot; however, it is not going well. For DAT03 Historic Volumes, I have the following Blueprint view, where the Summary = None, and Time Scale = Week: I also have only this filter setting: These give me the following table: Meanwhile, my only Time range is And the…
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allow users in model view to see where other users are in the model
when multiple users open a sharepoint file, sharepoint has avatars at the top right showing: who's in the file/location where in the file they are and whether they are making changes, or just have it open it looks something like this: anaplan should also have this function. when multiple model builders are working thru the…
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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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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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