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New Idea - Tenant Log - Workflow Deletion Records are not captured
We have recently identified a potential issue in the Anaplan platform related to workflow deletion not being captured in the Tenant Audit Logs. While the creation and modification of workflows are being appropriately logged, we have observed that deletion events are missing from the audit trail entirely. This gap poses a…
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How to create Anaplan formula MTD with Input Date
Hi, I'm trying to create a month to date line that is based on a specific input date, not the actual date. Is this possible?
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Ability to input text commentary with text formatting options in Management Reporting - New UX
While working on a project, a useful implementation emerged. Currently in Anaplan, via Management Reporting, it is possible to create documentation that cannot be customised by the user. In fact, the end user using the system can only look at the data and comments previously entered by the Page Builder. We tried creating a…
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Reverse BOM recommendation based on Attributes
Hi, Consider this scenario for a Diamond Industry supply chain Demand for Diamond from customer comes with various attributes [cut, carat, clarity, etc etc] Prospect has made over the years diamonds with various attributes. This historical data is available [both BOM and Recipe]. There is a unique Stage 1 BOM and Stage 1…
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Stuck in L2 sprint 1 exam
Here's an analysis of the provided image, which shows a question from an Anaplan Level 2 Model Building - Sprint 1 Exam: Question: When importing into a list, you get an Invalid Parent error. Assuming the file has correctly identified the parent, which of the following could be a valid reason for that error? Select all…
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Selection of multiple option from list on UX pages
Hello Anaplaner, Please find the attached Excel sheet along with the use case description below. We have a use case where the end user requires a selection option on the UX page from a list (Product & Company). As you may be aware, there is currently no option available on the UX page to select multiple list members from a…
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Anaplan ANZ newsletter - July 2025
Welcome to the July edition of your Anaplan ANZ Customer Newsletter! This is the Australia and New Zealand specific content that will help keep you apprised of the latest in our collaboration, inform you of product updates and industry news, and connect you with our broader Anaplan community and resources to stay at the…
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Bring info from another module
Hi everyone, i´m having some issues here trying to bring information from a module with different dimensions. Data should flow from a line item called Style function plan to the target, any suggestion here? Here are the dimensions: Source: P4 Department (rolls up to p4), Checkpoint meetings, Combined Climate, Sub C3: LY,…
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level3 sprint1 4.6.5 Sale Planning Model: DAT02 module
Hi, I am now struck in below excercise 4.6.5. As As per the ask i have done the below steps -Created a DAT05 module in datahub with Historic sales revenue for 2019 -In Sales model i have created DAT01 for Historic revenue and imported it from Datahub model -Created DAT02 PY revenue to CY. And used the below formula for…
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What's the impact of using SA for a child list for getting filtered list items in dropdown?
I have a 3-level hierarchy, where the parent top 2 parent list is selective access enabled. I want the bottom-most list to also have filtered dropdown based on its parent's selective accesses. One way I was able to do it is by enabling selective access for the child list and enable Selective Access Boolean in the Line-Item…
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Assistance Required for Understanding User License Roles at Tenant Level - Anaplan
Team - As per my understanding, user roles should work as described in the table below, but it is not working as expected. Our expectation is to assign users to a read-only role to restrict their access to a specific model, instead of creating user roles within the model. Any insights would be greatly appreciated. Thank…
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Assistance Needed for Exporting Line Item Codes in Polaris Models
I am reaching out to seek your assistance with a specific requirement we have encountered in our Anaplan implementation. We need to export line item codes instead of just the line item names from a Polaris model to integrate with an external system. However, we are facing challenges due to the current limitations and…
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Text input on total level
Dears, We would like you to enable text input on text summaries. Could you please consider adding “text input” button for text type summary method? This will help a lot for better navigation, for example when commenting data on total level like P&L total figures.
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How to show longer texts in columns under reports in anaplan.
The width and size have already been adjusted but it doesn't give the slide visually appealing view. Any alternate solution for the same?
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How to change the order for LIS list items which is already used in a module??
I have earlier made an Lis from a module and used the same LIS in another module, and the LIS is also used as selector on the dashboard. Now, I want to reorder LIS items, I have changed the order in module from which the LIS was made but still the order in the list is not changing. How to resolve this ??
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Impact of model archival on Cloudworks
Hi all, I had to archive the production model, and when I restored it to deployed mode, I've noticed that the connection to Azure scheduled for last night didn't work (I had it rescheduled but it failed). The status is set to "auto deactivated", however if I manually run the processes, they are successful. I have…
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Problem with 2.3.9 Activity: Historic Volumes to Baseline Forecast
Here they say that the module DATA03 Historic Volumes , the Historic Volumes data is already loaded in the Data Hub model .But I think that there is a problem here because I don't have the same format as they show in tthis activity? Can someone help me with that please ?
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Any opportunities in NYC?
Hey all, Not sure if this belongs here, but I figure I'd give this a shot anyway. I just obtained my L1 and L2 certifications and am looking for entry-level job leads in the FP&A industry in New York City. Does anybody know anyone who is hiring? Any sort of lead/newbie advice would be appreciated! Best, JR
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Clarification on License Management Reporting and Access Restrictions
With the new License Management Reporting feature, I have a few questions: If a user is not assigned any license, will they lose access to the Anaplan platform completely, or is there any limited access available? What happens if we exceed our total license count? Will existing users be impacted or blocked from logging in?…
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Is there a shortcut to go to the module referenced in a formula?
Some of my time is spent working through models to see how everything is connected and im just wondering if there were any shortcuts to access modules referenced in formula more quickly? Currently i'm looking at the formula and then manually locating the module from my modules list to then open it. If no shortcut exists I…
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Display images in Excel directly exporting Anaplan NUX grid
I have published a grid in NUX with images visible for each of the items by using URL. Now, there is ask in which users would like to export the grid In Excel with images visible. Is there a way to export the grid with the images visible in Excel?
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Level 3 Model Schema Diagram
Hi All, I'm currently going through my L3 and was asked to upload a model schema design diagram. For this assignment, should I create a schema diagram only for the three Regional Sales Executive user stories discussed in this course or for the entire model. The instructions seem a bit unclear. I also want to answer this…
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Leveraging Anaplan for Org Charts
Did anyone of you used Anaplan 'Hierarchy card' for below needs i.e., to define, design, maintain org data and chart (this is not really modelling of workforce): Base-lining org data and org chart. Org design with collaboration. Ability to extract an org chart, at all levels, with specific formatting and legends to support…
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Error on importing data onto employee details module
Hi, I am trying to import data onto employee details module. It is a numbered module. I have attached three screen shots, 1. How it should be. 2. How it is and 3. the mapping which I have done. Please can anyone help?
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Excel Add-In Showing Cells with Strikethrough
When using the excel add-in to pull data from Anaplan, a seeming random number of cells are formatted with strikethrough though they are not formatted this way in Anaplan and the formatting is not on in Excel?
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Save the current state of view while using Anaplan as a Tab in Salesforce.
Hi Team, We have noticed that while using Anaplan as Tab in salesforce, if we move from Anaplan Tab to any other tabs within salesforce and then go back to the Anaplan Tab again. The View resets to Home Screen of Anaplan, It doesn't stay in the page or the model we were working on. It would be of great use it it doesn't…
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Quick 5 minute Test : ADO Navigation - Share your insights !!
We are looking to capture your feedback on the new navigation system compared to the old one. With a quick 5 minutes un-moderated navigation test. You don't have to currently use ADO to participate — if you have experience with ETL Tools, Data Warehouse Tools, or similar systems, we’d love to hear from you! We currently…
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How to convert month to text?
I am needing to convert month to text as we have a specific nomenclature we use for our company (i.e, if the current month/pay period is May but the pay accrual month is April I am needing to have a text display for May 25 as AprilPayMay25). I've done a lookup table in the past but was hoping for a formula that could do…
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How to ask great questions in the Anaplan Community
Author: Seyma Tas is a Certified Master Anaplanner and product owner at Caliber Collision. A guide to help you get the answers you need The Anaplan Community is an incredible resource to share knowledge and get help. To get the best answers quickly, make sure you ask clear, well-crafted questions. Here are some tips on how…
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Anaplan ANZ newsletter - March 2025
Welcome to the March edition of your Anaplan ANZ Customer Newsletter! This is the Australia and New Zealand specific content that will help keep you apprised of the latest in our collaboration, inform you of product updates and industry news, and connect you with our broader Anaplan community and resources to stay at the…