Anaplan Community

Hi everyone 👋 If you build or maintain Anaplan models, you've probably hit the same walls I kept hitting. Some basic questions about a model's structure have no single screen to answer them. You end up clicking through modules and pages one by one, or writing API scripts just to get a list. These were the gaps that…

Hello, One of my models is generating this issue: "PLANNED Position # has selective access enabled and you may not have been granted access to any items." When I try to adjust the selective access, it then says "no items to select". I'm unsure what caused this issue and how to correct it. Any help sincerely appreciated.…

Hi team, I’m interested in exploring Anaplan XL and would like to know whether a free trial or trial version is available for users to evaluate its features and functionality. If available, could you please share the process or requirements to access the trial? Thanks in advance!

If you missed our Anaplan Community Experience event on Scaling accuracy and automation with Anaplan Forecaster, a recording is now available! Anaplan experts Yaniv Dassa, Principle Product Manager @YanivD, Bill Dowling, Principle Platform Adoption Specialist @billdowling, and Shane Betlinski, Principle Architect at…

Hello, I haven't used Anaplan XL in a while so now, I can't find a way to remove the prefixed quote for text data when using Anaplan XL. Can anyone show me how they figured out how to do that, please?

AXL Reporting has suppression options to suppress rows and columns but the problem is that these settings are AFTER query rendering. In example below there are only 15 rows of filled data but the query indicates a huge number of cells are needed. The enhancement needed here is to first check user suppression settings on…

From my perspective, the Anaplan community has three purposes: Customers/Partners to share feedback with Anaplan so the roadmap can be designed with those who actually use—and pay for— the product(s) in mind. Status - Mixed success leaning towards failure— as of about 4 years ago, Anaplan stopped interacting with and…

Hi Anaplan Community, I am an Anaplan Certified Professional Model Builder and Talent Builder Graduate actively seeking an entry-level opportunity in Anaplan. HR PROJECT: HR Analytics Dashboard & Workforce Insights Tools: Python | SQL | Power BI | Excel Analyzed employee and workforce data using Python and SQL to identify…

Please Help I am not able to understand what we have to do in this particular section Here are my queries 1)The formula hint shows IF/THEN condition and then it says The next condition is override suggested amount? line item, so do I have to nest both the conditions ?? Please let me know 2)Also it says Update another line…

I applied for PSA back in November 2025. did L3 and the exam and all and i have been a model builder since 2022. is everyone the same or there's something wrong with my application? i tried reaching to Academy but they say they have no update in my case.

Financial planning models are constantly evolving throughout Forecast and Budget cycles. New requirements, model enhancements and business changes are essential to support better decision making. However, these ongoing developments can create a challenge when approved numbers used for management reporting remain directly…

If you’ve built complex Anaplan models, you’ve probably written formulas like this: IF A THEN IF B THEN IF C THEN Value1 ELSE Value2 ELSE Value3 ELSE Value4 It works. But it’s slow. It’s hard to debug. And six months later… even you won’t understand it. Let’s talk about why nested IFs hurt performance and how Line Item…

Hi everyone, Could someone please help me understand whether it's possible to allow users to add roles directly from the UX? If so, what would be the recommended approach to implement this? I would really appreciate your guidance. Thanks!

I have added a new line item in my source module for a ux page that displays data through custom view. After adding this line item i went to ux page then eyeball and then line item and searched for new line it did not exist there . how do I update it so that it shows there to check or uncheck.

How can we create an import action for production lists where we can import data and mark it as a subset while importing so that only selected list items get added as production data, and we dont have to mark each item seperately, so that we're able to use these list subsets as dimensions instead of the whole list in…

We have an Integration Process in Anaplan CloudWorks created by User X - No WSA (originally Full Access with top-level Selective Access, now changed to Planner Read Only with Selective Access unchanged) and scheduled by User Y - with WSA , who also created the Integration Flow. Internal (Full Access) is enabled within the…

Hi everyone, I am taking the Level 2 Model Building (Polaris) – Sprint 3 Exam and need help with Question 7. Question: “Using the Distribution Center Summary UX page, in March 2025, which Distribution Centers have Stock Exceptions (All Products)?” The answer options are: San Francisco, Dusseldorf, Melbourne, Marseille, and…

Hi everyone, I'm stuck on the first question of the Level 2 Polaris – Sprint 3 Exam and would appreciate some guidance. Question: In the INV01 Inventory Ordering module, which of the following are used to guard the Final Shipment Amount line item? (Select all that apply.) I've already tried multiple combinations of the…

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…

Name: Sarthak Kajle Location: Navi Mumbai, Maharashtra, India Certification: Anaplan Certified Model Builder (Level 1 & Level 2) Educational Background: MMS (Finance) BAF (Accounting & Finance) Profile Summary: Business Analyst with 4 years of experience in financial reporting and analytics using SQL, Tableau, and Excel.…

Hi Anaplaners, I have a question related to Integrating Anaplan to Google cloud(GCP) through ADO. Currently we can integrate GCP and ADO via a GCP service account with JSON key authentication which is a static authentication method (Fixed JSON key file), Here in-seated of static authentication, can we use another dynamic…

When deleting items from a list via the UX, there is no indication of how many items are being removed. The model backend provides this count during deletion, but the same visibility is absent in the UX experience. It would be helpful to surface this count to users when performing deletions through the front end.

Hi All, I would like to ensure I am following the right path in building the Stock Exceptions Review UX page. My INV02 module is ready with the stock exception count at product family and country level. Here is my formula for Safety Stock Flag Count - 'INV01 Inventory Ordering'.Safety Stock Exception Count[SUM: 'SYS08 SKU…

Hello Anaplan Community: When reviewing a comparison report for a new revision tag today, my team and I noticed two changes to a bulk copy action. The changes in the comparison report for this action are "Allow Writing To Current Period" and "Allow Writing To Periods Prior To Switchover" The previous values were "-" and…

Hi, I have a doubt in level 2 sprint 3.4.3 Activity: Create Country Summary Module I did the following :- Step 1 → Created a new column "Country Made in" in SYS08 SKU details Step 2 → Wrote a formula Parent(Supplied By) to bring parent of the location i.e. country in "Country Made in" column Step 3 → I have written the…

Step by step actions explained below. Created a dev model and synced some changes to PROD (ALM sync) Next Sync - Set Production List to Non production list (To simulate a data loss scenario in PROD and to get explore a ways to retrieve lost data) Data loss occurred as expected in PROD env. Tried restoring a model to ID one…

When exporting from Anaplan using "Tabular Multiple Column", will the export include only the line items saved in the saved view, or will it also export line items that are excluded from the saved view?

As Anaplan continues to evolve with advanced capabilities especially with recent AI driven innovations like CoModeler, Agent Studio and planning agents there is a strong opportunity to further enhance the learner ecosystem alongside the platform's innovations. One idea would be to introduce sandbox environment, along with…

The new model building experience is far better than the classic and needing to click into every module if syntax is unknown. A big incremental enhancement would be to add some sort of icon or naming to show you the Line Item type. Adding this naming would allow the builder to better understand what they are referencing…

Hi Community, In L3 User Story 2.4 requires the comments to be seen by others. Who should see the comments? That Country Sales Manager's ? and do we have to create a link or add an line item for comments associating with all accounts and then publish it do UX so end user can add comments along side of the accounts…