Anaplan Community

Excluding Ticked Booleans
Within a list, is it possible to create a list subset based out of formula to exclude ticked booleans from other list subset of the same list?
Inquiry Regarding Anaplan Integration Process and Schedule
I have created an 3 Integration Process and added it to the Integration Flow and Schedule using my ID. I have a couple of questions regarding this setup: If the update schedule is modified using a different ID, will the process continue to run under my name, or will it reflect the name associated with the new ID? In the…
Text format validation
I would like validation functionality for text formats in Anaplan. When entering names of products or items in Anaplan and importing them into external systems, import errors occur if the input contains strings that the external system cannot import. Having text input validation functionality in Anaplan would facilitate…
Level 2 Spring 2 2.3.10 Baseline Forecast
I believe the problem has to do with my time range, but my 2nd year forecast isn't populating anything. This is my baseline Forecast formula: IF 'SYS01 Time Settings By Week'.'1st Forecast Year?' THEN OFFSET('DAT03 Historic Volumes'.Volumes, -52, 0) ELSE OFFSET(Baseline Forecast, -52, 0) The time range is fy19-fy20 to…
Import is zeroing out a field that it shouldn't be
Hi team, Got one that for the life of me I cannot solve. I import the below file and the numbers load as intended. You can see the imported numbers below and the mapping from the import The trouble I run into is when I run a second import. looking at the data im importing, there is no line going to CC 3602 and GL 65566,…
Excel Add-in for Anaplan
Hello, We have been planning to incorporate excel add-in for a finance use case, and would like to take experiences of others using excel add-in. More specifically, we would like to hear and learn how excel add-in is beneficial for your team (does excel add-in facilitated collaboration or improvements in managing Anaplan…
How to enable Override? button for end users and allow them to enter the Override Forecast Value?
I am not able to enable the Override? button for selection and neither I am able to enable the manually enter the Override forecast value for the end user, hence please help me get both of them enabled for the end user.
Graph time selection?
Hello, I have a table and a graph based on a table. The selection that I have in Years, Quarters and Month. The Table should move on every selection of Year, Quarter or Month but the Graph I just want to stay only on the year selection. So my graph should show all the month of the year regardless of the selection of the…
How to create in a module a quarter option?
Hello, I have a forecast module, with monthly TimeScale and I want to create, in this module, an option for a quarterly view. So basicly, if the client wants to see the data quarterly, he should be able. I also have a MOD02 Quarter Time Settings and also a filter module for the quarter part. At this moment, my data is…
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…
Workflow Notifications
Hello! I'm currently building out a workflow template using the new workflow feature. However, when I kickoff the workflow I receive about 10-15 emails. Is there a way to control the notifications that are sent to the end users? Thanks!
Snapshot Challenge with #list
My scenario today, Integration runs everyday and clear the below numbered list with data. Since the build has been done without the code i'm struggling to create the code with unique combination. My objective is : I want to copy the current data before the delete process will execute. and compare it against the data that…
Conditional Formatting Help
Hi All, Checking the possibility of conditional formatting for FY 24 -GAP as shown below. I don't want the BP or Fcst to be formatted. 2. Is it possible to extend the Color formatting to only certain line items label (like net revenue, GM and GM %) needs color formatting 3. Is it possible to have spacing between Forecast…
Including Text within a Number Formatted Line Item?
Our client requests to see "no MTA" when MTA= 0 and Warehouse <> 0. However, instead of 'no MTA', I'm getting 'NaN'. Is it possible to include text within a number formatted line item? Formula - Final MTA = IF MTA = 0 AND Warehouse <> 0 THEN VALUE("No MTA") ELSE MTA
Anaplan Model Back Up Automation -[Copy and Archive] process
Considering that the Copy & Archive feature under Manage Models in Anaplan can copy and archive a model without impacting storage size limits. How can I implement an automated daily backup solution for Anaplan model data, given that there is currently no in-built scheduling feature for the Copy & Archive ? My clients…
2.4.7.1 conditional formatting add new rule option is not avaliable
Hello Can i know why I cant able to apply conditional formatting? why there is no new rule icon available when i select conditional formatting icon ? I have selected even a line item row or column and selected conditional formarting icon but still i there is no New rule option avaliable
Current Date Update
Is there any other way that we can update the current date with out using cloud works, Anaplan connect, or any middle ware ETL tools. Through the anaplan system i need to update it not manually and not by uploading the excel file
Can I add in Cloudworks a Delete Process using Selection?
Hello, I want to do the dete function automaticly with Cloudworks. Can I do it with slelection? if Not, what options do I have? thanks
Filter / Drop Down Selection
Hey I´m trying to add a drop down selection to use as a filter on a grid I´m working on. The grid has data by client and each client has a zone as a atribiute, I wan to add the posibility to select a zone in the drop down selection and filter the clients based on the selected zone. Is this posible? I appriciate any help,…
Percentage Format issue on UX page
Description: I have a module with PV(dimension) Filters as dimension and I am displaying the Value line item on UX which is same as the Module dimension. But the Value line item is getting the data from other line item Actual vs Scenario 1 % which has ss_Actual vs Scenario 1% (dimension) - Which is a subset of PV filters…
Text to quarter ?
Hello Everyone, what is the best formula that we can use to go from this to this: Txt Period "Format Text" (Example: Q1 FY24) ===> Quarter "Format Quarter" (Example: Q1 FY24)
Show the code instead of the display name in dropdown list
Hello My client does not want to have any display name, just the # generated by anaplan. In the same time, it is very complicated to choose an item in a dropdown list seeing only #s. Is there a method for me to show code of the numbered list ( which is existant ) instead of the #? Thanks
Searching for community members-- functionality removed?
There used to be the ability to search for a name and find community members. Was this moved to another area? If it was removed, why? This helped to facilitate hiring, validations of certifications and more. You can still see someone's profile if you know their username or click through a link on an idea exchange. Please…
Tableau to Anaplan integration
Hi team, Could you please help me with best possible way to export data from Tableau and load it in Anaplan by writing script or something. Regards, Venkatesh
Conditional Formatting on User Access (Roles -> Modules)
The current interface for setting role access to module is difficult to read visually - if a model has many modules it can be difficult to spot if read and write access for roles has or hasn't been set up, or varies between modules/roles: Would it be possible to add default conditional formatting to the system that…
Report/Board: Table Row and Column Height
There are four options for row height in a table output in the Report Designer/Board Designer. Even with the "default/standard" option, there is significant white space between rows. It would be helpful to have a "narrow" height option for table rows, or similar to my request around fonts, and adjustable row height based…
Do you feel it will be good to have Supply Chain related functions ?
Since Supply chain use cases are picking up, do you feel it will be good to have supply chain specific functions in Anaplan. If yes, then kindly promote the new idea I posted.
Facing error in line item name referring in formula
Hi Community, We have been working on copied model and trying to replicate the same line items and formulas as well wherein we are facing an error wherein it is reflecting Line item is not identified line item or list member. Example line item name: Historic range? when we refer this name in formula we are facing error…
Idea for a session: Anaplan Support
Hi all, I have got an idea. What if we organize a meeting with Anaplan Support team representatives so they can share their experience of dealing with Anaplan users and modelers and we could share our feedback? Please share your thoughts. I can help to lead this @becky.leung
For a beginner, need guidance, and a Anaplan workspace
Dear All, I am new to Anaplan, and want to learn it, self paced. As I was venturing more into it, I realized that I need a Anaplan workspace. And then, I reached out to Talent Builder Program, which I now see is on hold. Can anyone please guide me?

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