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Securing your planning process: best practices for Anaplan cybersecurity
Author: Tristan Colgate is a Certified Master Anaplanner and Managing Director at Fidenda. This month is Cybersecurity Awareness Month and cybersecurity is an important topic for anyone involved in developing and maintaining Anaplan solutions. We are often storing sensitive information such as financial, employee,…
Acing the Professional Solution Architect recertification
When the Anaplan Academy team first read Maryna Dunets' article on the new recertification process, we were thrilled to learn about her positive experience with the updated exams. Our goal has always been to design an exam that accurately measures a candidate’s ability to use the platform while minimizing unnecessary…
What is an Anaplan Center of Excellence – and why it matters
What is an Anaplan Center of Excellence — and why it matters Author: Stacey Borne is a Certified Master Anaplanner, former Anaplan Center of Excellence Leader, and runs the Certified Master Anaplanner Program and Anaplan Center of Excellence Programs at Anaplan. Defining what an Anaplan Center of Excellence is — and how…
Smarter forecasts, stronger decisions through Integrated Finance Planning
Shruti Mahato is a Certified Master Anaplanner and Senior Manager in Accenture with 8 years of Anaplan experience. She has recently participated in IFP Partner training. Her thoughts are reigned from hands-on experience on the application which she wants to enthusiastically wants to apply within her organization and for…

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Anaplan Polaris: A deeper dive into the Polaris Engine and model building techniques
This article is part of a series on Polaris best practices. Click here for more Community content or visit Anapedia for detailed technical guidance. Polaris is Anaplan's next-generation calculation engine, designed for highly dimensioned calculation at scale. It represents a paradigm shift in the ability to model business…
September 2025 platform releases and what’s next
Check out the latest Anaplan feature updates and enhancements in our September 2025 official release notes. The information below offers supplemental information to that post. Planning experience Improved Keyboard navigation across cards Across Boards, Insights, and Worksheets, tab navigation through toolbars in cards and…
Getting data integration right: Best practices for building robust, scalable connections
Author: Dmitri Tverdomed is a Data Architect and Director at Zooss Consulting. Data integration isn’t just a technical exercise anymore — it’s foundational to a business’ ability to move quickly, make informed decisions, and scale sustainably. Whether you’re integrating Anaplan with upstream data platforms or pushing model…
September 2025 CoE Exchange Event Recap
September 2025 CoE Exchange Event Recap Our latest CoE Program event brought CoE Program members together for networking and learning. We started with a virtual networking session, giving members a chance to connect and share experiences with peers across the program. From there, we moved into two featured sessions focused…
Five new Anaplan features you may not be using
Author: Misbah Ansari is a Certified Master Anaplanner, Anaplan Community Moderator & Community Boss, and CEO/Founder at Miz Logix. Anaplan has come a long way as part of its product development. We have seen so many features being released over the past few years which has not only helped Anaplan carve a place for itself…
Workflow Advanced: Coordinating parallel approvals
Author: Dave Waller, Principal Product Manager at Anaplan. With the introduction of parallel tasks, Anaplan Workflow Advanced can bring additional efficiencies by parallelizing process steps that would ordinarily have to run in sequence. This functionality can help when using Anaplan Data Orchestrator to dramatically…
Event recording available: Introducing Combined Grids
If you missed our Power Hour event on Combined Grids, a recording is now available. This event covered how Anaplan’s new Combined Grids feature brings data from multiple modules into a single, unified view. We shared more about what makes this capability powerful, and heard from Anaplan customers who are already using it…
Streamline hierarchy management with Polaris's new ITEMLEVEL and HIERARCHYLEVEL functions
Author: Dave Smith is a Senior Product Manager at Anaplan. In the world of enterprise planning, working with hierarchical data is fundamental—whether you're dealing with product categories, organizational structures, or geographic regions, the ability to roll up and see your plans at a macro-level is essential. Until now,…
How I Built It: Method for branched development within ALM
Author: Noah Jackson is a Certified Master Anaplanner and Principal Data and Insights Architect at Anaplan. Hello Anaplan Community! Since the release of the “unlink revisions” feature, it is possible to do branched development within Anaplan ALM. This is most useful when you are beginning work on a larger change or new…
Experience expanded functionality and flexibility with Workflow Advanced
Authors: Dave Waller, Principal Product Manager, and Abby Schutt Beckman (@AbbySB), Technical Training Program Lead at Anaplan. Workflow Advanced is an additional capability in the platform that empowers businesses to visualize and automate processes with greater speed and confidence. At the time of this article, Workflow…

💡 Newest ideas

Read-Only Access to Production Workspace Panel Without Admin Rights
Currently, only Workspace Admins in Anaplan can access certain model metadata and deployment validation panels (such as Revision Tags, Data Tags, etc.) in the Production workspace. For security and compliance reasons, we want to avoid granting admin-level access to users who only need to view this information. There is no…
Data Validation Enhancement
Currently, Anaplan does not natively restrict number inputs to specific ranges. Users can input any numeric value, which may result in data integrity problems, especially in collaborative or decentralised planning environments. Introducing a validation capability—where model builders set upper and lower bounds for number…
Multiple approvers in workflow when using, "select user from a line item in a module”
Currently we can assign only 1 approver when assigning using "select user from a line item in a module”. There is no option assign the task to multiple approvers and have one of them approve the task. Even if we create 2 line items each for an approver, since it is a drop down, it is currently giving an option to select…
UX Enhancement: Red Font Toggle for Negative Numbers
In most cases, especially when adhering to accounting principles, it's preferred to display negative numbers in red font, similar to how Excel handles them. Currently, achieving this in Anaplan requires setting up conditional formatting for each line item, which can be time-consuming and inefficient. To streamline this…
UX Enhancement: Red Font Toggle for Negative Numbers
In most cases, especially when adhering to accounting principles, it's preferred to display negative numbers in red font, similar to how Excel handles them. Currently, achieving this in Anaplan requires setting up conditional formatting for each line item, which can be time-consuming and inefficient. To streamline this…
Enable MFA for External Exception Users & Allow Multiple SSO Configurations per Workspace
As an Anaplan tenant admin, I want to enhance security for external users who are added as SSO exceptions by enabling Multi-Factor Authentication (MFA) for their accounts. Currently, these users authenticate with only a username and password, which poses a security risk. Additionally, I request the ability to assign a…
Limited Cross-Workspace Access to Archived Models
In Workspace A developed a model called XYZ2025, which was archived after the fiscal year ended. Months later, a regional team in Workspace B wants to use that model as a foundation for their XYZ2026. Here’s what happens: Workspace B cannot directly access or import the archived model. Workspace A must unarchive the model,…
UX Customization (negative sign): bracket or - (sign)
Hi All, Recently I have seen great customization to UX (numbers to percentage), it was really good when it comes to line item subset (combination of numbers/% value). It would be good if we are able to customize the negative sign in UX, as management would prefer to view numbers (if negative used bracket), % value (if…
Dynamic notifications in Workflows
Idea to have an ability to make the notifications dynamic. So lets say, particular workflow is supposed to send out notification that Person X has completed the task, the notification should dynamically mention that 'Person X has completed the task'. X should be dynamic for names X, Y etc.
Color and Style Options for Action Buttons in UX
Currently, the styling of action buttons in Anaplan UX is limited to a predefined set of colors and formats. While functional, this constraint can hinder the ability to create visually engaging and intuitive dashboards—especially when tailoring experiences for diverse user groups. We propose expanding the customization…

❓ Unanswered questions

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…
Missing Column Headers in Anaplan Export When Using API
Hi Community, I’m encountering an issue where an export created in Anaplan is missing column headers when retrieved via the API. However, when I manually run the same export from the Actions tab, the downloaded file includes the headers. Has anyone experienced this behavior before? I’d appreciate any insights into the root…
Importing from Data Hub: Incorrect or Missing Mappings in Target Model
When importing data from a Data Hub to another model, I'm seeing values in the target model that don't exist in the source. For example, seller assignments are being tagged with subregions that aren't present in the source data - some assignments are missing expected tags, while others are mapped to seemingly random…
Can we enlarge some of node / level in hierarchy charts to accommodate more words?
Both name or title of the node in hierarchy chart is limited to certain characters, is there any ways to accommodate more text such as for certain nodes or specific/final level of nodes? Attached with an example of not showing full wordings. Thanks.
Postman/Anaplan - message "404, Not found"
Hi all, I, as an Anaplan workspace administrator, am working together with a Fabric team to export data from Anaplan to Fabric via Anaplan API and Postman. We have a problem where all Anaplan exports are visible in Postman but when trying to connect to SOME of them, we get message "404, Not found". Below screenshot showing…
Level 3 - Designating Sales Reps to Accounts
What is the frequency of designating sales reps to accounts? Is it during Yearly/Quarterly Accounts Review?
Looking for Anaplan End-Users to take a short survey!
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.…
CERTIFICATION BADGES - ANNOUNCEMENT
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
PlanIQ Error Messages and Warnings
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. *…
Current page filters and sorts are applied to all pages of multi-page exports
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:…

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Upcoming events

Experience the Future of Anaplan Support
Get ready to experience the future of Anaplan Support! On October 14 at 11:00 AM EDT, our Customer Support team will share what’s changing and how it will benefit you. Learn why the Customer Support Portal is becoming your go-to place for case management, explore its key features, and confirm the steps you’ll need to take…
Experience the Future of Anaplan Support (APAC)
Get ready to experience the future of Anaplan Support! On October 16 at 4:00 PM GMT +08, our Customer Support team will share what’s changing and how it will benefit you. Learn why the Customer Support Portal is becoming your go-to place for case management, explore its key features, and confirm the steps you’ll need to…
ACE Community Challenge Recap: Data Integrations
Join us for a special session spotlighting the creativity and expertise shared during our September 2025 Community Challenge on data integrations. Throughout the Challenge, Community members demonstrated how they connect Anaplan to their ecosystems, whether through CloudWorks, Anaplan Connect, or advanced orchestrations…

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