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Solution for when 2 time dimensions needed
As shown in the screenshot, each monthly amount (Jan, Feb, Mar 2024) needs to be paid down in the future months (Jan–Aug 2025). The paydown must satisfy certain conditions specific to each month between Jan and Aug 2025. If the conditions are met, the paydown can occur. For example, if $20 is available to pay in Jan 2025…
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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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how to SUM by native users, sku & time dimension all together?
I want to do a SUM from the source module which has native users, SKU list and time dimension to a target module line item by all users by SKUs. Target module only has a subset of the SKU list and nothing else. Need some inputs on how to build the mapping for the SUM. Is it also possible with the Anaplan native users list…
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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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how to count how many times an action has run?
I want to create a line item which will increment by 1 every time an action is run manually. This action is an import which doesn't involve any file upload to anaplan. The module where I want this line item has users list & SKU list dimension. No time. So basically, I want to track how many users have selected an SKU and…
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Rearrange list items
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: Rearrange list items in pages hides new items, new items should be visible on pages. Who is this impacting? (ex. model builders,…
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Export PDF for board
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: In Board PDF Export (whole page) – Only the visible content is getting exported not the scrolled content. How often is this impacting…
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Export Data source
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: As of now exact source of export data is not shown in source object for the action. Who is this impacting? (ex. model builders,…
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Download report from admin Consol
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: Right there is no download report option to export from admin consol. Who is this impacting? (ex. model builders, solution…
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Line Item filtering
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: Right we need to create filter with the line item subset to show lines according to dimensions. Who is this impacting? (ex. model…
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Color Pallet in module
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: Color Pallet should be provided in module for conditional formatting to create saved view or in module grid like we have in Dashboard…
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Export file name basis on date
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: As of now when we run an export action it will always export file with the name we have created the export action. How often is this…
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Line Item Name change from UX page
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: Right now we are only able to change name of a line item from module only. Who is this impacting? (ex. model builders, solution…
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Bulk change source model in app
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: Option to change models in an App. Currently we have to change for individual page for same model, it should be so that we can change…
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Module & List wise Size in GB/MB
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: To be able to see size of module & list in GB/MB. Who is this impacting? (ex. model builders, solution architects, partners, admins,…
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Comma separator to include Indian format
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: Comma separator in Anaplan same as excel. (Indian format of lakhs and crores to be included) How often is this impacting your users?…
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Wrap text feature in anaplan
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: Wrap text in row or column to be helpful for better visualisation.This should be possible in dimensions. Who is this impacting? (ex.…
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Landing Dashboard for non-workspace adminstrator
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: Users who are non-workspace adminstrator should not able to see models in landing dashboard. How often is this impacting your users?…
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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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Functionality to import archived models in another workspace
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: We should be able to copy an archived model from one workspace to another workspace. How often is this impacting your users?…
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Search option for filters when selecting filters
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: Right now there is no ability to search filter by name when applying filter for a view. How often is this impacting your users? We…
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Formatting and Variance Analysis from Management Reporting on UX
- It would be amazing to format/color the grid cards on boards similar to Management Reporting. Especially if the colors on row and column headers can be controlled via hex codes similar to regular CF, it will allow end users to implement company color schemas to page. this will definitely increase user adoption and allow…
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Process Ignores one of the Action in it
We have one automated process which has five actions in it which clears the list and reload the new items in the hierarchy. When the automated process runs it ignores the last action which reloads the list. Upon checking we found that the Server has the necessary access to run the action and also the source system(i.e.…
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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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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,…