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Anaplan Community

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Read recent thought-leadership and technical guidance.

Polaris Modeling and Optimization — Community Q&A Challenge
Think you’ve mastered the Polaris calculation engine? It's time to put your skills to the test! For our next Community Challenge, we're moving into hands-on problem-solving. We have put together several real-world modeling and optimization problems that will require you to apply your Anaplan expertise. This is your chance…
Polaris Building and Debugging Tactics
Author: Dana Evernden is a Principal Solution Architect at Anaplan, pioneering the Anaplan Delivery Assurance Program. Polaris Building and Debugging Tactics Tired of sluggish models and performance bottlenecks in Polaris? Ever feel like you're just one tweak away from unlocking lightning-fast speed? You've found the…
How I Built It: Sensitivity analysis
Author: Casey Pham is a Certified Master Anaplanner and Director of FP&A Systems at Yext. In this ‘How I Built It’ video I'll show how I built a model and process to run a sensitivity analysis. Tens or hundreds of scenarios without overloading the model with too many scenario list items and manually updating driver inputs…
Use cases for Anaplan XL
Author: Audrey Neet is a Certified Master Anaplanner and Director at Tru Consulting. Anaplan XL (AXL) is one of the many products Anaplan offers. It extends how users can interact with Anaplan data beyond the UX, providing additional flexibility for targeted analysis and reporting. With AXL, users can design reports and…
April 2026 platform releases and what’s next
Check out the latest Anaplan feature updates and enhancements in our April 2026 official release notes. There you'll find information on: Polaris Trigonometry functions MOVINGSUM on general lists Line item limit Security and tenant administration CAPTCHA on basic authentication Anaplan XL (version 2604) Offline writeback…

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🚀 Announced discussions

Integrating your Oracle data: The Anaplan connector
Author: Kira Wagner is a Product Owner at Anaplan. The Oracle connector further expands Anaplan’s integration capabilities by bridging your Oracle database with the Anaplan Data Orchestrator (ADO). This connection makes your data readily available for downstream processing in your Anaplan models, supporting accurate,…
Building scalable Anaplan models — Part 1: Master data management in the Data Hub
Author: Hanwen Chen, Certified Master Anaplanner. If you read my previous article — “How to build a Polaris reporting model in less than 2 weeks” — you already know how to rapidly stand up an Anaplan Polaris reporting model by leveraging existing Data Hubs and Classic models. That article focused on speed of delivery. This…
Recording now available! April 29 platform release event
If you missed our April 29, 2026 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”,…
A CoE becomes essential when you own Anaplan
A CoE becomes essential when you own Anaplan 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. You don’t need a large team to have a Center of Excellence, but you do need…
Reset list index: Prevent silent import failures from flat list internal indexing
Author: Sripriya Rao is a Tech Lead at Prudential Financial and an Anaplan Solution Architect. Anaplan flat lists maintain an internal index that can keep increasing over time, even if list items are deleted. When that index reaches the platform limit, imports into the flat list can fail at the platform level — sometimes…
A practical guide: Customer tenant split
Author: Marc Weinzimmer, Certified Master Anaplanner and Senior Project Manager at Alpha. A tenant split can happen when a company splits into two separate companies. This consists of migrating workspaces (including all models in it) and users from source tenants into a target tenant. Let’s quickly walk through a helpful…
How to build a User Access Management Model (UAM) that scales
Author: Artem Shchaulov is a Senior Anaplan Consultant and Certified Master Anaplanner with 8+ years' experience implementing global EPM solutions. In my first article, we established why access management breaks at enterprise scale and why a dedicated User Access Management (UAM) model is the only architecture that works…
How to maintain complex Anaplan environments — Part 2: Technical foundations for scale
Author: Piotr Weremczuk is a Certified Master Anaplanner and FinSys Application Specialist at EQT. In the first part of this two-part article, I explored the non-technical foundations of maintaining complex Anaplan environments: leadership, governance, accountability, and the importance of building the right team. All of…
Anaplan Polaris — Tips & Tricks
This article is part of a series on Polaris best practices. Click here for more Community content or visit Anapedia for detailed technical guidance. Here at Anaplan, we're always looking for ways to help you get the most out of our platform. We know that sometimes the smallest adjustments can make the biggest difference in…
CoE guide: Workflow governance in multi-team Anaplan tenants
Author: Laiza Tagumpay is a Certified Master Anaplanner with a background in Customer Success and Solution Architecture, now happily building and scaling Anaplan as a CoE Principal Engineer in a biotech company. As more organizations adopt Anaplan Workflow across multiple teams, it’s helpful to step back and align on how…

💡 Newest ideas

Aligned by Design - A proportional cascade framework for multi-level forecast reconciliation
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 enterprise planning and forecasting, we aim to produce statistically sound forecasts at multiple organisational levels (e.g.…
Aggregate planner commentary together with financials as insight rolls up across the organisation
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 planning and forecasting processes, large volumes of textual commentary are captured at detailed levels (e.g., line items,…
Leveraging Corporate Knowledge in Forecasting via Text‑Based Analytics
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: Enhance forecasting accuracy and responsiveness by incorporating corporate knowledge captured in unstructured text (e.g., management…
Export for every list item in a context selector for a management report
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: A client wants the functionality to run an export on a management report that will export a page for every context within the context…
Model History Management Capabilities
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 our company, we operate with models that are significantly large, both in terms of data volume and the number of users interacting…
Creation of a Dedicated Administrator Role in Anaplan (separation from WA admin)
Hi! I would like to propose the creation of a new Administrator role within Anaplan. Currently, the only way to manage users within a model (outside of the Administration tab) is by assigning the Workspace Administrator (WA) role. However, the WA role requires a Model Builder license, which is significantly more expensive…
Cloudworks Error Message Handling
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 was working on a CloudWorks integration from Anaplan to BigQuery. The goal was to load data from Anaplan into existing BigQuery…
Combined Export Action similar to Combined Grid
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: Similar to Combined Grids where we can combine attributes and values together, if we can have a functionality to create an export…
functionality to rearrange apps
Introducing app rearrangement functionality in Anaplan would greatly enhance usability and organization
Easier Way to View References in Anaplan
Hi everyone, I’ve been working as a Solution Architect for a few years, and one recurring challenge in Anaplan is understanding what a line item is referenced by. While the “Referenced By” column is useful, I often end up copying it into a Word doc and t just to make it readable and easier to follow. Then begins the…

❓ Unanswered questions

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.…
Top-Down Allocations
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…
How to Detect Retail Sales Trends in Anaplan
Retail Knowledge | Detecting Trend INTRODUCTION Using machine learning to detect a sales trend is a science and an art. Obviously no computer program or set of calculations could ever know everything that’s going on with your business. The creative side of detecting a trend is built upon your familiarity with the way your…
New UX - Mobile App
I have designed a simple new UX Page (Page:A) so it can be viewed on a regular laptop / monitor size screen. This Page (Page A) is also viewable on the Anapaln mobile App (with no loading issues), but involves lots of scrolling to see the whole Page content I have been trying to design a simple mobile App friendly size…
Latest Article: Importing with Varied Dimensions
Please read out my latest article on Imports featured under best practices. https://community.anaplan.com/t5/Best-Practices/Importing-With-Varied-Dimensions/ta-p/89698 Misbah
Stacked Column Graph
I would like to reproduce the above stacked column graph in Anaplan, but can't get the labels on the bottom axis to appear in the same way. The best I have achieved is this (I have limited the data selection to make the issue more obvious). I have two columns for each month, but it doesn't show which is forecast and which…
Anaplan Live!—Your Opinion Matters
We're getting ready for our next Anaplan Live! event. As active Community members and model builders, your input is extremely valuable. Our mission is to bring you content to boost your model-building skills, no matter what level you're at today. Take this brief survey, and let us know what you want to learn more about.
Job Aids During Discovery Phase?
Hi Everyone, Are there any documents/job aids that summarize the key questions to ask clients during the Discovery Phase? I'm referring to more specific questions than the broad overview in the Anaplan Way. For example, there are great posts here with questions you could ask a client when figuring out what dashboards they…
Anaplan Connect Migration v1.4. SQL Server Connection (check sql server driver for jdbc)
When migrating some Anaplan connect scripts from v1.3. to v1.4. I encountered an error with my sql connection. The error I received when running my script was something like 'check sql server driver for jdbc'. I wanted to share the solution for reference as it was not that obvious. In my original script (v1.3) my…
What protocol and port(s) does MuleSoft Connector use?
Hi, My current client has selected MuleSoft Connector to orchestrate the integrations between Anaplan and their legacy systems and they are asking what is the protocol and port(s) it uses to connect to Anaplan. I've searched through Anapedia and the Community and I was not able to find the answer, however I assume it uses…

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Upcoming events

CoModeler for Clear, Correct, Continuously Improved Models
This session focuses on making the model building process more efficient, structured, and less reactive. It covers how to turn business requests into clear updates faster, improve visibility into model structure and documentation, catch issues earlier, and make changes to live models with more confidence. Designed for…
Community Challenge Recap: Polaris Modeling and Optimization
In this Community recap event, we will cover the most effective techniques for module rebuilding and optimization with the Polaris calculation engine, based on the top solutions from our participants in the latest Polaris Community Challenge.
Analyst Agents for Clear, Contextual, Connected Insights
This session focuses on simplifying how users get insights from their data by reducing reliance on manual reporting and back-and-forth analysis. It covers how Analyst Agents can be used to quickly surface contextual answers, connect insights across models, and streamline how questions are asked and answered. Designed for…

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