Unanswered Questions

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…

Hi Everyone, We have a requirement in Anaplan Consolidation & Reporting (Fluence) where the Entity Structure needs to change effective January 2026. The key requirement is that the existing entity structure should continue to be applicable for all reporting and consolidation periods through December 2025, while the new…

Hello, I'm submitting a question, or an enhancement request if this doesn't already exist. In Anaplan FCR, the Workflow module currently supports two separate task types: creating files via an export task, and sending emails to non-Anaplan users. My request, which would be very valuable for day-to-day FP&A use, is the…

We've been building a tool called aplan4sheets and we'd genuinely like input from this community — both on what we've built so far and on what we should prioritize next. The problem we set out to solve: Anaplan's Excel add-in is Windows-centric, and there's no real native way to pivot Anaplan data in Google Sheets. We…

We are looking for Anaplan end-users to provide feedback on their experiences with the Excel add-in. Interested individuals will respond to this 5-minute survey to help us understand personal needs and behavior when using the add-in. The feedback provided by survey takers is essential to the roadmap of Anaplan's products.…

How the scenario for New Territories and New Sales representatives are handled? when there is no previous year data , when the New territories is planned not starting from First month. What if new sales representatives are planned?

Estimated Level of Effort:4-8 Hours of Model Building Level of Difficulty: Beginner Recommended Training: L2 Model Builder Training Persona: Casual Model Builder Potential ROI: Decreased planning time Increased accuracy of targets/spreads You Might Also Like: * Historical Snapshotting Top-Down Allocations Whether it's…

Retail Knowledge | Detecting Trend INTRODUCTION Using machine learning to detect a sales trend is a science and an art. Obviously no computer program or set of calculations could ever know everything that’s going on with your business. The creative side of detecting a trend is built upon your familiarity with the way your…

I have designed a simple new UX Page (Page:A) so it can be viewed on a regular laptop / monitor size screen. This Page (Page A) is also viewable on the Anapaln mobile App (with no loading issues), but involves lots of scrolling to see the whole Page content I have been trying to design a simple mobile App friendly size…

Please read out my latest article on Imports featured under best practices. https://community.anaplan.com/t5/Best-Practices/Importing-With-Varied-Dimensions/ta-p/89698 Misbah

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Hi, My current client has selected MuleSoft Connector to orchestrate the integrations between Anaplan and their legacy systems and they are asking what is the protocol and port(s) it uses to connect to Anaplan. I've searched through Anapedia and the Community and I was not able to find the answer, however I assume it uses…

Hi, question please. Would like to ask on why I cannot see the numbers when I open the phone app view while in web I can see the values? I publish KPI and used line item view. PHONE APP VIEW: WEB VIEW:

I have a question for Model Building Level2, sprint 3, Lesson 3.5.5 and the product SKU by Distribution Center panel on the Distribution Center Summary UX page (in My Pages). I got it working, but I want to know if there is a better solution as my screen layouts are slightly different to the prototype. I used a grid and…

"Rule 1.06-03": Article 1, Chapter 6, and Rule 3” Avoid single item subsets If possible, try and avoid single item subsets, if there is a top level in the list, a single item subset will always have two members Here is how it was done in Pre Planual Era. We used to create a subset which includes/houses just a single list…

"Rule 1.05-11": Article 1, Chapter 5, and Rule 11” Do not embed Numeric values or Dates within the Code of a list Dates and values are "data" and should not be part of a code Here is how it was done in Pre Planual Era. What is wrong with this method? Dates and Values are data points and should never go to the list as part…

Hi All, I'm fetching data into Anaplan model using the BATCH file, which is connecting to Oracle Database and fetches into Anaplan model. And i'm writting the bach execution into a log file i.e; example: Load_Fact_PR.bat > runlog.log. After the run finishes while looking at the log there is a GENERAL Information of Anaplan…

One chart that I would like to be able to more easily create in Anaplan NUX is the stacking resource usage chart that is common in capacity planning. Usually looking something like this: With each stacking bar representing the usage of my capacity by a product or group of products. I have had a workaround for making these…

“Rule 4.01-08": Article 4, Chapter 1, and Rule 8 – “Avoid Refresh Buttons”. Educate the users to use the Refresh option in the toolbar rather than action "refresh" buttons to open dashboards Here is how it was done in Pre Planual Era: We used to create Refresh buttons and publish these buttons on to the dashboards. Refresh…

“Rule 4.01-07": Article 4, Chapter 1, and Rule 7 – “Avoid buttons for Navigation”. Use the contents page for navigation rather than clutter the dashboards with buttons Here is how it was done in Pre Planual Era: How often have we seen this kind of layout on our dashboards. That is exactly what should not be done What is…

"Rule 4.01-04": Article 4, Chapter 1, and Rule 4 – “Turn off module page selectors”. Show the page selector is appropriate but try and drive the selection from a general page selector. Here is how it was done in Pre Planual Era: We used to have page selectors enabled for each grid of the dashboard What is wrong with this…

Hi! After we integrate Anaplan to AWS servers (https://community.anaplan.com/t5/Anaplan-Platform/How-to-integrate-Anaplan-to-AWS/m-p/63302) we starting to get analitics data conflicts. We grab data from Google Storadge which work with site(here link), grab with Python on AWS. Our bisness analitics have Flask microservice…

June 2020 Release Updates Did you check out the latest features released in June 2020? Here is the link for full updates and a sneak peek at July June Release and Sneak Peek at July Some of the features that look amazing are 1. KPI Card Sparklines: You can add Sparklines to your KPI cards to spot patterns or peaks/troughs…

Hello, I have just done the Optimizer exercises Optimizer: Exercise Walkthrough created by @mark_godfrey , and have an error in the Production Optimization Exercises example. While its possible I messed with the base data, I'm getting exactly the same answer as a colleague. I compared my answer to Optimizer: Use Case…

"Rule 1.04-02": Article 1, Chapter 4, and Rule 2 – “Utilize Show Content On/Off for Different Functional Areas”. “To reduce maintenance, create separate Functional Areas for dashboards and modules (e.g. Reports and Report Modules). In the Contents tab, turn Show New Content "On" for all dashboard Functional Areas and "Off"…

“Rule 2.02-19": Article 2, Chapter 2, and Rule 19 – “Don’t daisy chain”. “Always refer back to the ultimate source if possible, to avoid creating more dependencies than necessary. This allows more parallel calculations to be run increasing efficiency and speeding up calculations. It goes against PERFORMANCE elements of…

“Rule 2.02-17": Article 2, Chapter 2, and Rule 17 – “Put the most common condition first”. “For formula efficiency, put the conditional with the most common occurrence first in the formula. It goes against PERFORMANCE elements of PLANS if you wish to go against this rule Here is how it was done in Pre Planual Era: What is…

"Rule 2.02-15": Article 2, Chapter 2, and Rule 15 – “FINDITEM on blanks”. “If the list being referenced does not contain blanks, there is no need to check for blanks with IF ISNOTBLANK(List) THEN FINDITEM(List, Text) ELSE BLANK. It goes against PERFORMANCE, NECESSARY elements of PLANS if you wish to go against this rule…

May 2020 Release Updates Did you check out the latest features released in May 2020. Here is the link for full updates and a sneak peak at June May 2020 Releases and Sneak Peek at June - Anaplan Community There are a lot of features that are released but here are the details about some of the amazing features released in…

"Rule 2.02-08": Article 2, Chapter 2, and Rule 8 – “Never use SUM and LOOKUP together”. “SUM and LOOKUP used in the same expression generally cause large formula calculations and may cause intermediate relationship calculations especially if Time is a dimension or when the source and target structures are very different.…