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Hello, Anaplan Community! What an amazing year it’s been! As we look back on 2025, I am absolutely blown away by the spirit of collaboration and support that defines our community. Every single day, you all show up for each other, sharing knowledge, solving complex challenges, and pushing the boundaries of what’s possible.…
Author: Tristan Colgate is a Certified Master Anaplanner and Managing Director at Fidenda. It’s early January and, after a well-needed break over the holiday season, many of us will be returning to work with renewed energy and a desire to level-up our careers over the coming year. I hope this article gives some ideas for…
Author: Lucas Proa Filippi, Senior Consultant and Certified Master Anaplanner. Forecasting tuition revenue is one of the most consequential planning exercises in higher education. For many institutions, it represents the single largest source of operating revenue. Even small forecasting errors can ripple across…
Anaplan's next quarterly platform release webinar will be held January 29, 2026 at 8 a.m. Pacific Time. During this session, we will explore the latest features so you can optimize your Anaplan experience. Our expert-led session will equip you with a practical guide and live demonstrations to help you get the most out of…
Author: Misbah Ansari is a Certified Master Anaplanner, Anaplan Community Moderator, Leader India User Group, and Founder at Miz Logix. Anaplan has consistently released several features monthly to stay ahead of the competition and enjoy being a leader in the Connected Planning world. 2025 was no different and there were…
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Author: Waleed Hakim is a Sr. Anaplan consultant. Hi everyone! I’m Waleed — a Senior Consultant working with enterprise clients to transform their planning processes through Anaplan. I've been in the Anaplan ecosystem for just under four years now, and while most of my time is spent solving complex business problems, I’ve…
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…
Author: Reena Sethy is a Principal Product Manager at Anaplan. In Anaplan Data Orchestrator, you can manage data integrations, prepare and transform data before you load it into Anaplan models. It automates data loads into Anaplan, and transforms raw source data into a format that matches Anaplan’s import requirements…
Author: Artem Shchaulov is a Senior Anaplan Consultant and Solution Architect with 8+ years' experience implementing global EPM solutions. In my experience, User Access Management (UAM) inside Anaplan works perfectly as long as the model footprint is small. The built-in UI allows administrators to add users, assign roles,…
Author: Chris Stauffer is the Director, Platform Adoption Specialists at Anaplan. My kids and I enjoy code-breaking games, and so I wondered if I could build one in Anaplan. Over the years, there have been many versions of code breaker games: Cows & Bulls, Mastermind, etc. The object of this two-player game is to solve…
Author: Steven Kraplin is a Certified Master Anaplanner and Senior Financial Analyst at The MathWorks. Anaplan Connect is an Anaplan native tool designed to facilitate automation leveraging Anaplan’s API. Combined with a scheduling tool, this allows for bulk processing of data with limited to no touch points. Recently,…
Author: Hillary Sich is a Certified Master Anaplanner and Senior Manager at Accenture. Do you actually enjoy creating end user documentation for the models we build? Are you creating end user documentation as a Word document with multiple screen shots per page? If so, then this article is NOT for you! Why not leverage…
Author: Mitch Aist is a Certified Master Anaplanner and Principal Consultant at Tru Consulting. In this How I Built It video, I share a unique method for creating custom logic for Summary Methods. Learn how to create line items that can identify the hierarchy level of list items. You can even use this technique to utilize…
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…
Author: Dave Smith is a Senior Product Manager at Anaplan. We are thrilled to announce the rollout of On-Demand Calculation in Polaris, a feature that significantly enhances performance and efficiency for our users. On-Demand Calculation is designed to compute values only when they are needed, leading to a more optimized…
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: While understanding there are potential updates in the works, an alternative solution for Model to Model import challenges within…
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: Workflow process logs are archived (i.e. deleted) after 6 months. This delay is too short because it occurs before the internal audit…
Hi everyone! Been working on a import module where the import is set to have the base (salary) for a selected month. Then I need to use that number and import it into the rest of the month of that year. For example: Import → $1500 USD on January Then need to import o add that value for each month from February till…
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: On an Anaplan New UX page, I would like to be able to group charts together. I would then like to be able to activate a setting that…
Current Limitation: Anaplan restricts sorting functionality on line items or dimensions in columns when rows have nested dimensions. Sorting is only allowed when there is a single dimension in the row axis. Impact: Limits the usability of reports that require multiple dimensions in row axes. Reduces the value of recently…
We store our rates with 10 decimal. FCR stores the result after conversion with rounding to 3 decimal. This gives mismatches in certain validation controls where we revert the currency conversion and check the used rate. Can you please allow the engine to round on 10 decimal?
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: When customer is searching items from context selector which has two levels in the hierarchy, the system shows results where it finds…
Idea Description: As an Anaplan UX user, I want to assign fixed colors to roles in chart cards, so that colors remain consistent across associates and months for better visual clarity and comparison. I have Months in Line items and Associate/Role combo list in rows and based on associate/role combo list selector the card…
In the FCR Journal module, the Search menu always pops up when you first enter the module. This makes no sense when it is likely that the user will want to create a new journal more often than not. Remove the pop up and make create new journal the first option / page and allow the user to select search as an option
Anaplan currently provides the ability to create versions via an Import action, and update Version settings via an Import action. Ability to use an action (of any type, Import or otherwise) to do the following: - Rename Versions - Delete Versions Business Need: As we seek to continuously improve our planning process…
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Hi everyone, I was trying to Retrieve a Line Item (Boolean) using TIMESUM as formula to another module by using ANY. This Boolean LI has A,B,C as dimensions. My target module has only A as dimension. In order to use a reference module for mapping, does this reference module had to have A,B and C as dimension or just A…
I have complated my Anaplan Level 2 Certification. Can anybody assist me to get a employment opportunity to get access for Level 3.
I have a list call lease ID that has a top level called All Lease ID. I do not want the top level to be seen in my selection. What can i do ?
i have three version YEP 1, YEP 2 and Budget. Only YEP 1 and YEP 2 have the option to select mapping. Budget is fixed mapping. How do i restrict the selection to only show YEP 1 and YEP 2
Hi I'm looking to speak to people who have used/are using the Docusign integration in their business. We are exploring the possibility, but we find the current setup quite limiting in terms of how an end user would interact with the integration, but also issues with concurrency and number field formats. Would appreciate…
Hello everyone, Working with a client on a model which (due to workspace constraints) is utilizing primarily snapshot versions. After a recent increase in space (pending finalization), we’re looking to incorporate custom versions to all of the modules feeding the P&L for the upcoming budget cycle. Today all inputs, calcs…
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A quick reminder of the Bulk Copy functionality. Bulk Copy allows you copy large volumes of data from one slice of a model to another in a single, optimised operation, instead of using formulas or imports. Use case: copy a version (RF1) into a prior year version (PY RF1) using a versions list to allow for year-on-year…
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.…
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 Anaplan Academy Open Office Hours, an open, interactive space designed to support your learning journey. Whether you’re just getting started with Anaplan training, working through course content, or preparing for certification exams, this session is your chance to get direct answers to your questions. Our…
Anaplan's next quarterly platform release webinar will be held Thursday, January 29, 2026 at 8 a.m. Pacific Time. During this session, we will explore new features across the Anaplan platform and show how they can be applied in planning and modeling workflows. Our expert-led session will equip you with live demonstrations…
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 March as we expand on the insights shared in the previous session and explore how Workflow continues to evolve to support planning collaboration and process efficiency.…
