Find answers, share solutions, and connect with Anaplan users
Read recent thought-leadership and technical guidance.
When Hierarchy Charts were introduced to the Anaplan UX, their popularity grew very quickly. The power of the intuitive visual representation of business hierarchies, and the simplicity of setup, combined to fuel substantial adoption by hundreds of our customers. At its’ simplest, the structure of a hierarchy can be…
Author: James Sharrett is a Certified Master Anaplanner and Sr. Principal Architect at Anaplan. Hi Anaplan Community, In this ‘How I Built It’ tutorial, I dive into a common problem people run into with Polaris, and a general approach to designing efficient exports in both Polaris and Classic. There are limits on applying…
My Dearest Anaplan, On today the day of love, I must confess deep and fervent feelings. I love you, I love you, I love you! From the early days of our courtship where you filled me with visions of possibility, to the late nights where I dreamed of solutions we may create together, I have loved you dearly. Past lovers be…
Author: Arun Thakar, Certified Master Anaplanner and Vice President in the banking industry. Somewhere in the cloud lies Anaplanopolis, the city of planning. The airports and train stations are Data Hubs. Downtown is where financial planning models reside, and in midtown are sales and revenue models. The streets are paved…
From thought leadership to detailed instructions, we've got you covered.
We're listening! Submit your ideas to influence the Anaplan experience.
Here you'll find our most helpful resources and searched for topics, best practices and more!
Need practical solutions quickly? You've come to the right place.
Join. Interact. Thrive!
We launched our new brand, including updates to modernize our product UX/UI and deliver a more streamlined, content-focused experience that supports best-in-class usability.
Author: Misbah Ansari is a Certified Master Anaplanner, Anaplan Community Boss, and CEO/Founder at Miz Logix. Anaplan has released hundreds of features in 2024 to enrich its platform with more flexible planning, dynamic reporting, and scalable offerings. These features have been released throughout the year across all the…
If you missed our event today, Understanding the Customer Care Portal, a recording is now available. In this event, I provide a demo highlighting the value of the new comprehensive case visibility, self-service tools, and dynamic case submission form to reduce resolution times. Topics covered include: Seamless access to…
Check out the latest Anaplan feature updates and enhancements in our January 2025 official release notes. The information below offers supplemental information to that post. Integrations & Extensibility Metering improvements in ADO The metering lozenge on the Overview page now includes consumption of storage and datasets,…
Author: Stacey Gibbens is a Certified Master Anaplanner and Solution Architect, Financial Planning & Analysis at Globe Life. Greetings, Anaplanners! Today I’m excited to share my ‘How I Built It’ tutorial on minimizing import/export toaster time by utilizing time and version filters on source data saved views. In my video,…
Author: Audrey Neet is a Certified Master Anaplanner and Director at Tru Consulting. Data validation is the process in which business users ensure that the data in Anaplan ties to their source system. It's an important step in preparing a model for go-live as it ensures the data in the model is accurate and the end users…
Author: Austin van der Linden is a Certified Master Anaplanner and Senior Model Builder at Hubspot. Hello Anaplan Community! In this 'How I Built It' Tutorial, I show how you can build functional P&Ls using line item subsets as a mapping tool. One of the cool functionalities provided with line item subsets is that you can…
Author: Taylor Giesler is a Certified Master Anaplanner and Director, Enterprise Performance Management at Alpha Alternatives. I have been a consultant for nearly four years now, and I have seen a lot of models, some easier to follow than others. The person building the model isn’t always the same person maintaining it…
Author: Allison Slaught is a Certified Master Anaplanner, Anaplan Community Boss, and Senior Principal Solution Architect at Anaplan. Hello Anaplan Community! The objective of this ‘Did You Know’ tutorial is to provide a brief recap of multi-dimensionality in Anaplan and provide a framework for identifying how formulas…
Announcing the updated Certified Master Anaplanner Exam study guide: Essential Anaplan Topics Achieving Certified Master Anaplanner status is a significant milestone in your Anaplan journey, demonstrating a mastery of the platform and a deep commitment to excellence in Connected Planning. To help you prepare for this…
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 think that it would be beneficial for admin users to have the ability to color-code headers for different models. This would reduce…
Anaplan's rebrand / new UX design has just been released, and it’s blindingly white. Brighter than a supernova. Meanwhile, the brilliant idea of Dark Mode has been marked as "not planned." Under this new design, Dark Mode is needed now more than ever. Please reconsider before we all develop permanent squint lines.
I would like the function to lock specific Models at "Model Management" so that they can't be easily deleted.
Overview A HAR (HTTP Archive) file captures network requests and responses, helping diagnose connectivity and performance issues. Follow the steps below to generate a HAR file in Google Chrome. Procedure 1. Open an Incognito Window Close all existing Incognito tabs and windows in Google Chrome. Open a new Incognito window…
Overview SAML tracing helps diagnose authentication issues by capturing the SAML assertion details exchanged during the login process. Follow the steps below to perform a SAML trace in your browser and share the necessary details with Anaplan Support. Procedure 1. Install the SAML Tracer Plug-in Use the links below to…
Currently ADO only has a single tenant level environment to all store source data, transformations, and links. This can make managing ALM challenging. Being able to have separate (and sync-able) ADO Dev/Test/Prod environment(s) would be more manageable than housing everything in a single tenant wide space. Having true ALM…
Make tenant audit logs more readable, showing when a user is added and what role has been assigned. Currently, the logs appear encoded with user IDs and lack details on what role changed. Can we have a history log for tenants like the individual model history logs?
As a part of security, Shell would like to see Tenant Admins notified via email about their access level. This will be key feature that will help keep people notified internally and to ensure logs can be reviewed for security purposes.
Planners and managers contribute to the planning in multiple ways in Anaplan solutions, entering numerical values, text entries, boolean business decisions like yes/no/approved… etc. Such users have contribution licenses to have the right to use Anaplan and contribute accordingly. Some other users are intended to be…
Some customers have raised a request about being able to highlight/select/copy the contents of a grid row's label. For instance, in the screen shot below, the grid's row labels include Bookings, Pitch Rate, Revenue, Payroll, etc. If a user clicks one one of these row labels, it doesn't select that particular label, rather…
Can AnaplanXL (FluenceXL) reference an Excel cell's value to determine a list member needing to be referenced within a Custom Calculation? I need a Custom Calculation that dynamically calculates the difference between two versions, where one version is determined by an Excel cell's value. I cannot use fixed position…
Hi Anaplan Community, I'm currently using Cloudworks to integrate with Azure Blob Storage. In my setup, I see the option to enter a SAS token for authentication, but there is no field to enter a connection string. I have reviewed this Anapedia documentation, and it only references SAS tokens. Is there a way to use…
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. *…
Hello, I'm hoping someone has had this error and was able to resolve this. Would like your help on it. I currently have a Dev and Prod model setup and I'm using a simple import to a date-formatted line item action to refresh the current date. I was able to set it up on my Dev model and it works perfectly. But when I…
I am at the point where I am comparing my INV01 data to the Anaplan lesson example and my numbers aren't matching. I have a couple of questions about INV01. For Beginning Inventory: My numbers are good until week 4. Then I realized that when triggered the PO Submitted boolean, it showed up in the confirmed PO line for the…
Join the next Anaplan Live! Spotlight on April 28 at 11:00 a.m. (SGT) to hear from Metro North Hospital and Health Service, an Anaplan customer, about why it's critical to start with the business process when designing a new application. See a demo of their app and model and hear how their very intentional approach in…
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…
