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Integration Process Execution Access - Which Access Takes Precedence?
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…
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Does everyone who applied with the last PSA program Changes haven't received their PSA Certificate?
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.
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Level 2 Polaris Sprint 3 Exam Question 7 — all answer options marked incorrect
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…
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Level 2 Polaris Sprint 3 Exam – Question 1 (Need Help)
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…
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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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Talent Builder Graduate Mini Resume - Sarthak Kajle
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.…
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Anaplan ADO and Google Cloud Integration
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…
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Display Item Deletion Count in UX
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.
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🚀 Stop Writing Nested IFs in Anaplan - Use LIS Instead
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…
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3.4.4 Activity: Create Stock Exceptions Review UX Page
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…
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Action Change on comparison report: "Allow Writing To Current Period"
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…
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3.4.3 Activity: Create Country Summary Module
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…
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It is not permitted to restore because it is inside of sync
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…
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Anaplan Export (Tabular Multiple Column): Saved View Line Items
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?
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Sandbox & Extended Learning Resources for learners
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…
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Show Line Item Format in New Model Building Experience
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…
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L3 User Story 2.4
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…
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Remove Aggregation of period but not amount
Hi there, I am trying to upload a flat file into anaplan. There are multiple records that are duplicate. I know when I load the data it removed the same records and aggregate the values. I am okay for it to aggregate the amount, but not the periods. Is there a way to stop it from aggregating the period. My summary is set…
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Avoiding Unnecessary Hierarchies in Anaplan: Escaping the “Top Level” Trap
In multiple Anaplan implementations across FP&A, S&OP, and operational planning use cases, a recurring design challenge is the overuse of hierarchical lists with Top Levels, especially on large transactional or operational lists. In many projects, hierarchies are introduced early with the intention of providing “future…
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Selective Access on Flat List Subsets
Currently, selective access write permissions must be granted to a parent item for end users to modify an item's subset membership. In the case of a flat list, the items do not have a parent, which means users cannot modify the inclusion of these items in the subset. This has created challenges within my organization, as…
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’Twas the sprint before go-live
Author: Brent Orr is a Certified Master Anaplanner and Global Data Architect at Accenture. Set to the tune of 'Twas the night before Christmas'. ’Twas the sprint before go-live ’Twas the sprint before go-live, when all through the model, Not a calc was circular, not even a toddle. The blue cells were sparse, all formatted…
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Inspired by the best: Master Anaplanner insights to close out the year
Hello, Anaplan Community! What an amazing year it’s been! As we look back on 2025, I am absolutely blown away by the spirit of collaboration and support that defines our community. Every single day, you all show up for each other, sharing knowledge, solving complex challenges, and pushing the boundaries of what’s possible.…
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2.3.9.1 Import data into DAT03 Historic Volumes module - import error
Hello, I'm getting an import error "Invalid date or timescale identifier" when importing from the data hub DAT03 export saved view into the Supply Chain module DAT03 Historic volumes. This is also causing errors in the next step of running process 9. Screenshots attached below, any tips on fixes?
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Model Building 7.2.3 Mapping Issue
Hi All, I have poked around through the forum looking for an answer on this issue, and most of the threads end with no solution. I have had no problems mapping the other stuff so far, no idea what is going on here. Yes I am mapping by code, instead of Employee name. Yes I have edited the start and end date, tried yyyymmdd…
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Boolean filters not showing up in Product Replenishment UX Page for L2 Sprint 3
I'm attaching the screenshots of the INV01 module and the Product Replenishment UX page. The boolean time filters are visible and working for the time filter modules in the UX page. But the boolean filters for INV01 modules (like Submit Purchase Order Request?) isn't showing up in the UX page. Please share your suggestions.
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Planning, pie, and people: What I’m thankful for in the Anaplan Community
Author: Mikhil Agarwal, Certified Master Anaplanner and Delivery Manager at VISEO USA Inc. As we dive into the holiday season, a time for family, reflection, and maybe just one more slice of pie, I’ve found myself thinking about a different kind of table I sit at throughout the year. Not the one in the dining room, but the…
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Conditional formatting for multiple line items
We should be able to apply conditional on multiple line items at once. This will save page builders time in applying conditional formatting on multiples line items.
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Flag levels in Simple List
Before we start, here's a quick description of what are simple lists. Then, I will share how each level in a simple list can be flagged. Simple lists contain list items in a single list with a parent/child hierarchy. For example: It's often tricky to apply logics to this list because you can only add data to child list…
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Talent Builder Graduate Mini Resume - Snehitha Adicherla
Name: Snehitha Adicherla Location: Ohio, United States Certification: Professional Model Builder, Certified Anaplan Level 2 Model Building Educational Background: M.S. in Computer Science, Wright State University (2023-2025) B. Tech in Computer Science, VBIT (2018-2022) Profile Summary: Analytics professional with…
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Export Function in Anaplan Beta Version – Feedback / Observation
While working in the Beta version of Anaplan, we’ve noticed that the Export button is unavailable when switching to the Beta environment. This limits our ability to export required data directly from modules. When the Export button is available, it works as expected — allowing us to export necessary data such as items used…