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Anaplan Community

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Read recent thought-leadership and technical guidance.

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…
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…
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…
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…
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…

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🚀 Announced discussions

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…
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 guidance: A practical Polaris migration strategy by project phase
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. Migrating from Classic to Polaris is not a lift-and-shift exercise. It requires a mindset shift in how models…
March 2026 platform releases and what’s next
Check out the latest Anaplan feature updates and enhancements in our March 2026 official release notes. There you'll find information on: Intelligence Anaplan CoModeler Anaplan Analyst Anaplan Agent Studio User Experience Data driven hierarchies with drag-and-drop Enable or disable comments Module-driven navigation actions…
Anaplan Optimizer Guidelines
OverviewThis guide provides clear rules for building Anaplan modules to work with the Optimizer. Follow these steps for reliable models and organized sections, guided by seven essential rules. The 7 Core RulesRule 1: Naming Conventions (recommendation) We recommend assigning specific naming patterns with descriptive…
Interviewing and onboarding Anaplanners
Author: Andrew Barnett is a Certified Master Anaplanner and Vice President at PJT Partners. Having worked at several firms in the Anaplan ecosystem, both on the partner side and as a customer, I’ve seen firsthand how critical it is to hire and develop the right Anaplan talent. Bringing an experienced Anaplanner onto your…
Event recording available: Anaplan Workflow expanded
If you missed our spotlight event on Anaplan Community Experience: Workflow Expanded, a recording is now available. Anaplan's Elizabeth Schera and Chris Stauffer share insights and strategies to optimize your processes. Presenters highlighted how to thoughtfully design workflows around real business processes rather than…
How I Built It: User filters with variable hierarchy properties
Author: Erik Svensson is a Certified Master Anaplanner and a Principal Solution Architect at Anaplan. Hello Anaplan Community! Thank you for checking out my ‘How I Built It’ tutorial. In this video, I demonstrate a powerful technique for creating dynamic user filters. This solution gives your end-users the flexibility to…
Modulation in Anaplan
Author: Arun Thakar, Vice President in the banking industry. In cases where you have a single DEV model and multiple TEST and PROD models, the situation may arise where one user group asks for a feature that is not required for other users in different models. All too often the answer is to build modules, lists, and logic…

💡 Newest ideas

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…
Allow Page Selectors to reference 'Current Context' when filtering against other dimensions
In as much detail as possible, describe the problem or experience related to your idea. When designing an App page, there is a need to have page selectors be filterable based on the current context in other page selectors. This is especially true with the adoption of Polaris, where natural dimensionality is more prevalent.…
Summary behavior W.r.t Selective Access
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 current state, when Selective Access is enabled on hierarchical lists, users are restricted to viewing only the list members…
Selective Access Administration - from UX
Currently, we are administering selective access for lists through the model users pane. This process is not very convenient, and it would be extremely helpful for model builders if this functionality could be made available directly on UX Pages by default. At present, we can manage role-based access for pages, but there…
FCR - Ability to export client.staging table data for analysis
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: During data loads, specifically integrations (APIs, ADO, 3rd party) to have the ability to export or view the data that was loaded…
Custom Sort Logic
I have a client who wants to apply a custom sort logic, i.e. the same module to have two layers of logic embedded such that they have a logic to sort at the parent group level [Level 1 sort] (qualitative data point), and once the group is sorted (say, alphabetically), then within each group there is a quantitative data…

❓ 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…
PowerPoint Add-in: Installation requires elevated privileges
This item has been identified as an outstanding known issue. A workaround is provided until the issue is officially fixed. Issue For versions 1.6, 1.7 and 1.8 of the PowerPoint Add-in elevated privileges are required to install the add-in through command line and for the "all users" option. Workaround * Installing through…
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…
Building a Cash Flow Model (Need Advice)
Hi, So I'm playing around with trying to build a Cash Flow Model in Anaplan that is on a Daily Time Scale [WeekDay Function I plan to use] and has Line Items of different Accounts in the company that must stay at a min/max balance daily. I want to try and make this an Model that will automatically allocate the money around…
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…

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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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