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Author: Jonathan Cushing is a Certified Master Anaplanner and Senior Consultant at Vuealta Consulting. The video gives the details of a little-known function in Anaplan whereby you can add codes to line item subsets (LiSS). The video shows: Where to input the LiSS code How it can be used to map a line item subset to a list…
Author: Mikhil Agarwal, Certified Master Anaplanner and Delivery Manager at VISEO USA Inc. “They say a strong foundation doesn’t just support growth; it sparks curiosity.” That could not have been more fitting during our Anaplan onboarding workshop in Singapore last year. What began as a technical Level 1 Model Building…
Author: Miki Sato is a Product Manager, Product Management Team (Data Management) at Anaplan. Inconsistent KPIs, scattered data exports, and disconnected BI tools slow down business decisions. This blog highlights how Anaplan’s data and modeling capabilities — especially through Data Orchestrator (ADO) and Polaris…
If you missed our spotlight event today on Anaplan Data Orchestrator, a recording is now available. This session — ideal for architects, model builders, integration developers, and enterprise planning teams — will help you better understand how Data Orchestrator fits into your broader integration and automation strategy.…
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In the world of Anaplan modeling, performance is key. Slow model calculations can be a major bottleneck, impacting productivity and decision-making. But what if you could pinpoint exactly what’s causing the slowdown? Enter the Calculation Effort column — a powerful new feature designed to help you identify and address…
Chapter 8: Anaplan Data Orchestrator is now live! Learn best practice rules for connecting and transforming source data, organizing and cataloging Data Orchestrator objects, and integrating Data Orchestrator into Anaplan models. There are four sections that make up Chapter 8: Connect: review important rules pertaining to…
Author: Miki Sato is a Product Manager, Product Management Team (Data Management) at Anaplan. Legacy approaches to data integration — manual scripts, standalone hub models, or general-purpose ETL tools — often introduce complexity, delay, and governance risk in Anaplan environments. Anaplan Data Orchestrator (ADO) offers a…
Author: Junqi Xue is a Certified Master Anaplanner and consultant at valantic. Keeping Anaplan models organized and auditable is crucial for efficient operations. Over time, these models tend to grow organically, often resulting in clutter. There are some good articles in the community about cleaning up; I’m going to…
Check out the latest Anaplan feature updates and enhancements in our May 2025 official release notes. The information below offers supplemental information to that post. Integrations and extensibility Preview dataset when mapping to model or selecting for transformation view in ADO When selecting a dataset to map to a…
Author: Reena Sethy is a Principal Product Manager at Anaplan. In today’s rapidly changing business scenario, organizations need the ability to make faster, accurate decisions to stay relevant. As organizations grow, their data landscape often becomes quite complex and disparate. This makes it more difficult to derive…
This article is part of a series on Polaris best practices. Click here for more Community content or visit Anapedia for detailed technical guidance. As Anaplan solution architects and model builders begin to develop in Polaris, it's important to consider how you approach the development workflow. In Polaris the upper limit…
Author: Taylor Giesler is a Certified Master Anaplanner and Director, Enterprise Performance Management at Alpha Alternatives. The digital transformation of valuations is driven by several key trends that are reshaping the financial industry. Firms are increasingly adopting digital solutions to solve these problems, and…
Meet @Marina Ketelslegers — our May 2025 Community Member Spotlight! As a Certified Master Anaplanner with five years in the Anaplan Community, Marina has shared valuable insights and ideas that have helped other members along the way. Check out her spotlight to learn more about her path, her favorite Anaplan tips and…
This article is part of a series on Polaris best practices. Click here for more Community content or visit Anapedia for detailed technical guidance. In this article, we’ll focus on understanding the blueprint columns in Polaris in more detail, and how we can use them to optimize formulas. Polaris Blueprint Insights When…
🔐 Understanding the Anaplan X.509 Certificate Rotation Email (Note: This email is sent to Tenant Security Administrators or Tenant Administrators within your Anaplan Tenant) When you receive an email from Anaplan like this: Email Sample: Hi, Your Anaplan Certificate for SSO needs to be rotated by July 16, 2025 (IST) for…
It is great to know how old is the Last Login, but: 1.It would be great to keep the old Date format as well, to be able to make more easily some ad hoc analysis (older than X days, months etc…, as shown in example further below). The filter on new format is not possible and would not be meaningfull. 2.It would be great to…
It would be incredibly helpful to have the ability to group the main worksheet grid with an expanded card for synchronized horizontal scrolling. Use Case: In my worksheet, I have the Time dimension on columns and a list on rows in the main grid. I also use an expanded grid card to show a different breakdown—still by Time,…
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: Option to adjust line spacing within a text box. Who is this impacting? (ex. model builders, solution architects, partners, admins,…
I am trying to ensure comprehensive logging and auditing within the Anaplan Data Orchestrator (ADO). Currently, ADO activities are not being logged in the audit log. This includes crucial details such as: Users who logged in Login timestamps Objects created or changed Data integration processes executed While Cloudworks…
Hey all, Not sure if this belongs here, but I figure I'd give this a shot anyway. I just obtained my L1 and L2 certifications and am looking for entry-level job leads in the FP&A industry in New York City. Does anybody know anyone who is hiring? Any sort of lead/newbie advice would be appreciated! Best, JR
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: In the UX, when formatting a grid and changing the 'data' formatting this also changes the headers. It is not possible to set a style…
Hi Anaplan Community, I’m excited to share that I’ve successfully completed both the Level 1 and Level 2 Model Building certifications in Anaplan. Throughout this journey, I’ve gained hands-on experience in model building, problem-solving, and applying Anaplan best practices. I’m now actively looking for opportunities to…
Would be helpful to have a more automated way to input line items/changing numbers in a text box inside Additional Insights, currently all the text must be manually inputted.
Adding new midpoints in conditional formatting is unintuitive, as new midpoint must be between the previous and the next one, requiring for all the midpoints to be changed to accommodate the new one. New midpoints should be automatically put in the right position based on its value.
Hi all, i have some issue related to import csv file into the module DAT01 using the following combination of source vs Target every single value will be ignored but i don't know why i hope you can help me Thanks! Andrea
Hi everyone, I'm looking to design a workflow and would appreciate your input or guidance on how to set this up effectively in Anaplan. So, the goal is: Once end users complete their data input, they should be able to trigger a process that: Notifies stakeholders via email with a link to a report. The report includes: A…
Hi, My org is looking to explore leveraging Google Apps script to extract data out of Anaplan and update already built templates in Google Sheets. We use the Anaplan Extension currently but find it crashes often with the amount of tabs, data, etc. Has anyone used both Anaplan OAUTH 2.0 API and Goolge Apps Script to write…
I'm trying to execute an Action to export data with the use of a Mapping in Informatica. But it gives us null rows .If we export directly from Anaplan , the export file has all the rows filled. Both exports have same number of rows but in the informatica export the values appear as blank. This issue is with only some…
Hi, Does anyone know how to get an outbound OData Rest API, (OAuth2) to establish a connection between SAP and Anaplan. Thanks Khaled
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…
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…
These resources delve into best practices for modeling in Polaris to help you build more efficiently and effectively.
