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Author: Taichi Amaya, Certified Master Anaplanner, and Financial Planning and Analysis Specialist at Pasona Group, Inc. Reading time: approximately 5-6 minutes. "We need more detail in our forecasts. Let's have each sales rep submit their numbers individually — that way, we'll be more accurate." Sounds reasonable, right?…
As 2025 comes to a close, we're wrapping up the year with our final Community Challenge — and we want your input! Share your experiences with the Anaplan features that made a real difference in your work this year, and hear other Community member perspectives. Question for the Community Challenge: What were your favorite…
Author: Evan Groetch is a Certified Master Anaplanner and Business Intelligence Manager at Fresenius Medical Care. Seeing that your list import has failed due to the index hitting its maximum value can be a frustrating experience. Cursory research on Anapedia will show you there is a “Reset” button at the bottom of the…
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…
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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…
Author: Vinzenz Klass is a Senior Data Engineer at valantic. Hey everyone, I wanted to share the Anaplan Python SDK with you. It's a Python Library that wraps all Anaplan APIs and makes it easier to interact with Anaplan programmatically. It is mostly designed with Data Integration Scenarios in mind, but it does support…
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…
Check out the latest Anaplan feature updates and enhancements in our October 2025 official release notes. The information below offers supplemental information to that post. Planning experience Combined Grids This new capability gives page builders the ability to combine multiple modules into a single, unified grid on a UX…
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…
If you missed our October 29, 2025 platform release event, the recording is now available! In this webinar, we highlighted the most recent feature releases and how to take advantage of these in your environment. Our expert-led session demonstrated new features and innovations, provided a technical deep-dive and “how-to”,…
This month, we’re highlighting the newest Community Boss Employees (CBEs) who joined the program in 2025! The Community Boss Employees program brings together top internal Anaplan experts who actively share their knowledge, support members, and elevate conversations across the Community. Our CBEs bring fresh perspectives…
As part of the Anaplan Eastern Europe & Middle Asia User Group, Certified Master Anaplanners Anton Mineev (@AntonMineev), Anton Suslov (@AntonS_*9173), and Dmitrii Mamaev (@dmitrii.mamaev) shared hands-on experience in creating and maturing Centers of Excellence (CoEs). This article summarizes their key insights from the…
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,…
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,…
It would be really useful to be able to have a separate filter for each section of a combined grid. I have a grid where we want to see year 1 by month (Grid 1) and year 2 and 3 by year (Grid 2) and then a total for all three years. I can set up a set of time filters that gives me this result so no issue there. The…
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've pre-configured a Notification Action to allow specific end-users to be able to send an email to an Admin. That Notification is…
Description of use case It happens, when importing csv files, that the import fails and a red box appears stating "An unexpected error occured". See attached screen shot. It happens for a workflow with the "file import' task. When does this message appear? So far, we are aware that this message appears in case: no amount…
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 are trying to visualize the various categories of our supply and demand across time in one combination chart through stacked…
We got several hundred of modules. I think it could be usefull if modules can get sorted/filtered by (dynamic) groups or even in folders in the modules overview. Maybe the Data Tags could used with this. //GP
Selective Access for list used as a format of line item works properly when given line item is published on dashboard or page. Unfotunatly if user wants to filter data manually, he/she is able to see all items from the list. This behaviour was observed on dashboards and in NUX as well. This issue is most troublesome for a…
While working in the Beta version of Anaplan, we’ve noticed that the Export button is unavailable when switching to the Beta environment. This limits our ability to export required data directly from modules. When the Export button is available, it works as expected — allowing us to export necessary data such as items used…
Problem or Experience Related to Your Idea: The issue revolves around replicating a filtered page selector capability from a scoring model board page to a reporting page. While the filter functionality works seamlessly on the board page, it is missing from the reporting page, limiting the ease of filtering the content.…
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 have product attributes that are specific to each division and allow each division to categorize the same products in different…
The practice exam should be a bank of questions so that when you take the practice exam(s) you are not getting the same 10 questions. Writing more practice exam questions would not be difficult considering the amount of content that could be tested in each of the exams. This is also a feature that most professional…
I am really struck in this lession and while doing this lession im having problem for giving the access to the particular user in the users , ,y doubt is am i the only one who cant see the users in users tab or else i dont know, because of this one step i am unable to complete the " L2 Model Building - Conclusion "…
Hi, I want to reset the index of a list using API, not sure how to go about it. I am very new to APIs, I went through Anaplan API docs, however, if someone can help me with the step by step process, or any resources it will be very much appreciated. Thanks
Hello everyone, We are trying to use Anaplan Connect in order to push data from a dwh to Anaplan Data Hub. To do so, we need an authentication by token. We can't make it work, we receive the following error: ERROR 16020 |-- Anaplan API: Invalid key path Any suggestions? Thank you all in advance for the help! Michele
Hi Anaplan Community, I'm exploring integration options between Anaplan and SAP, and came across the Anaplan Adapter for SAP Integration Suite. I have a couple of questions regarding the same: 1) Which SAP systems are currently supported by the Anaplan Adapter? 2) Can the Anaplan Adapter be used to send data from Anaplan…
What is the frequency of designating sales reps to accounts? Is it during Yearly/Quarterly Accounts Review?
Has anyone found success using Anaplan XL with Polaris models in a shared drive with or without concurrent users? My team has experienced a variety of errors, login failures, etc. sometimes it works, sometimes it doesn't. We've been recommended to save and edit files locally, which helps but certainly with its limitations…
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:…
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 a focused, interactive session where we unpack the topics most frequently missed on certification exams. We will review real examples, clarify tricky concepts, and share practical tips to strengthen your understanding and boost your exam readiness. Whether you are a Certified Master Anaplanner or a Professional…
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…
