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Author: Chris Stauffer is the Director, Platform Adoption Specialists at Anaplan. My kids and I enjoy code-breaking games, and so I wondered if I could build one in Anaplan. Over the years, there have been many versions of code breaker games: Cows & Bulls, Mastermind, etc. The object of this two-player game is to solve…
Author: Steven Kraplin is a Certified Master Anaplanner and Senior Financial Analyst at The MathWorks. Anaplan Connect is an Anaplan native tool designed to facilitate automation leveraging Anaplan’s API. Combined with a scheduling tool, this allows for bulk processing of data with limited to no touch points. Recently,…
To give everyone more flexibility during the busy holiday season, the recertification exam deadline has been extended to January 31st. The details Exams must be passed, not just scheduled, by January 31st. The promotion for Professional Solution Architects to take a free attempt at the Certified Master Anaplanners exam…
Check out the latest Anaplan feature updates and enhancements in our November 2025 official release notes. The information below offers supplemental information to that post. Intelligence Anaplan Forecaster: General enhancements Anaplan Forecaster now supports list subsets for the item ID list and custom time, list format…
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Author: Hillary Sich is a Certified Master Anaplanner and Senior Manager at Accenture. Do you actually enjoy creating end user documentation for the models we build? Are you creating end user documentation as a Word document with multiple screen shots per page? If so, then this article is NOT for you! Why not leverage…
Taking a proctored exam can be intimidating, even for the most seasoned professionals. While certification validates a learner’s skills and expertise, the exam environment itself can sometimes pose unnecessary barriers. Our goal is to test your ability, not your endurance. That’s why we’ve made significant updates to make…
Author: Miki Sato is a Product Manager, Product Management Team (Data Management) at Anaplan. In my previous post, I outlined the different ways Salesforce and Anaplan integrate — from the Embedded UX experience (Anaplan Tab) to data-level integrations such as the Anaplan Data Orchestrator (ADO) Salesforce Connector. Since…
Author: Mitch Aist is a Certified Master Anaplanner and Principal Consultant at Tru Consulting. In this How I Built It video, I share a unique method for creating custom logic for Summary Methods. Learn how to create line items that can identify the hierarchy level of list items. You can even use this technique to utilize…
Author: Kira Wagner is a Product Owner at Anaplan. We're thrilled to announce that Anaplan is planning to expand our integration capabilities with the launch of our new Amazon Redshift connector. This addition will empower your organization to seamlessly bridge your cloud data warehouse with Anaplan's powerful planning…
Author: Kevin Dale Bandelaria is a Certified Master Anaplanner and Solutions Delivery Head at OmniQuest, Inc. Solution overview The User Management process in Anaplan was developed to simplify how administrators set up and maintain model roles and selective access settings for users. Traditionally, configuring access in…
Author: Dave Smith is a Senior Product Manager at Anaplan. We are thrilled to announce the rollout of On-Demand Calculation in Polaris, a feature that significantly enhances performance and efficiency for our users. On-Demand Calculation is designed to compute values only when they are needed, leading to a more optimized…
Author: Calvin Magondo is the Product Manager, Enterprise Experience at Anaplan. Combined Grids and multi-module reporting We are excited to announce the much anticipated enhancement to the Anaplan User Experience (UX): Combined Grids. This powerful new feature and platform capability will address one of the most common…
Thank you to those who attended our recent event. If you missed it or would like to re-watch, here is the recording and a few resources to help with your recertifications! Don't wait to get the process started — you'll be glad you took the time to do it now before the holidays. Recording…
Author: Jeffrey Glazner is a Manager, FP&A Systems at ResMed. Hello folks! I’m happy to share my ‘How I Built It’ tutorial with you all. This video shows a simple way to set up timestamps in Anaplan leveraging Anaplan Data Orchestrator (ADO) and Workflow, without the need for any additional scripting. While not…
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: When building modules, I find it frustrating that I need to manually change data format for line items which are meant to be…
Description Currently, scroll bars in Anaplan UX grids and cards only appear when content exceeds the visible area and when you hover over a card and the scroll bars appear. While this behavior is standard, it can create usability challenges for end users, especially when: Users are unsure if additional data exists beyond…
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: I have a small improvement request for assigning security rights to different security groups in AnaplanXL - it makes sense having…
I would like to pre setup input Booleans by default to true in the blueprint view //GP
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: When the data transfer step fails, it generates the following errors in the Workflow log: Unable to execute Staging table import.…
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: Applying things like bps is great but would be great to not have the space between number and item. For pre-defined ones such as %…
Fluence consolidation is missing a security log that would enable to track changes made to application security. With this log missing, we have internal controls deficiencies. Please add a system log similar to the journal entry log that would track who made what changes to the security and when.
Currently Templates can only be run on a certain day of the week or selected date of the month. It would be great if it can have more options to trigger workflows
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…
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: Current options for Network charts are limited - no resizing (only zoom in/out) is allowed, background is always white, and you can't…
In my recent recertification, there was a question, that asked about one of five phases, and the choices were - Data, Deployment, Model. Are these not the cornerstone and not one of the 5 phases?
A quick reminder of the Bulk Copy functionality. Bulk Copy allows you copy large volumes of data from one slice of a model to another in a single, optimised operation, instead of using formulas or imports. Use case: copy a version (RF1) into a prior year version (PY RF1) using a versions list to allow for year-on-year…
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.…
Anaplan Champions! The Community team just posted this announcement that certification badges may not be showing up on your profile probably until next year. Rest assured, you will get credit once you complete and pass the exams. https://community.anaplan.com/t5/Blog/Badges-Back-Soon/ba-p/123385
Users may encounter error and warning messages in PlanIQ. The table below includes descriptions of the messages and details what should be done in order to address them, where applicable. Message types: * Errors will fail the relevant PlanIQ step. Users will have to follow the instructions in order to avoid the errors. *…
This item has been identified as an outstanding known issue. Issue Setting a current page filter or sort and then exporting this data to file, will apply the current page filter/sort to all pages of the data. Workaround Remove all filters/sorts, export the data, and apply the filters/sorts in Excel --- Internal Reference:…
Hi Sorry for the repost if somebody already realized this issue. A client implemented to new ALM feature for the standard UX. She realized that the selector can randomely switch form one source to the other while switching the page. Of course it's very dangerous. She is performing some UAT on the DEV and suddently she…
Do read it please. New UX ALM - Anaplan Community Misbah
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…
Estimated Level of Effort: <4 Hours of Model Building Level of Difficulty: Beginner Recommended Training: L1 Model Builder Training Persona: Casual Model Builder Potential ROI: Decreased response time to address risks Increased forecast accuracy You Might Also Like: * Tops-Down Allocations Historical Snapshotting One of…
These resources delve into best practices for modeling in Polaris to help you build more efficiently and effectively.
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Join us for Anaplan Academy Open Office Hours, an open, interactive space designed to support your learning journey. Whether you’re just getting started with Anaplan training, working through course content, or preparing for certification exams, this session is your chance to get direct answers to your questions. Our…
We’re continuing the conversation! Following the success of our first Anaplan Workflow event, we’re bringing you a deeper look at what’s next. Join us in February as we expand on the insights shared in the previous session and explore how Workflow continues to evolve to support planning collaboration and process…
