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Author: Michael Moore is a Certified Master Anaplanner and Director, Enterprise Planning at HP. Overview of what this article covers: Prepare Begin authentication Complete authentication using code to fetch token Load API client code Move to Production Generate list of PRODUCTION MODELS to update Find the SOURCE MODEL for…
Author: Dave Waller, Principal Product Manager at Anaplan. With the release of action button workflow triggers, customers have been able to apply Workflow to a raft of new use cases and business processes. End users are now able to instigate processes directly from their dashboards and UX pages, opening up the possibility…
Author: Korey Cheung, Certified Master Anaplanner and Senior Associate at Spaulding Ridge. The challenge A leading consumer goods company faced challenges in aligning their statistical forecast model with their disaggregation and demand planning models. The statistical forecast and disaggregation models were primarily…
Our latest Best Practices Community Challenge is here, and we’re diving into guiding your users through the user experience! Each Challenge highlights a specific topic where Community members can share their expertise, exchange ideas, and learn from one another. Are you an expert in crafting intuitive and impactful user…
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Author: Dave Waller, Principal Product Manager at Anaplan. Using certain modeling and page build techniques, it is possible to embed images across your UX apps in a way that provides alternate text for users who may be visually impaired or who may be using assistive technologies to announce on-screen elements. This article…
In May, we hosted a challenge inviting Community members to share their insights on boards, reports, and worksheets best practices. We received insightful responses from Community members on these UX topics. In the follow-up event from the Challenge, Anaplan's Seb McMillan (@seb_mcmillan) and Russ Goza (@R_Goza), both…
This article lists the videos available within the Anaplan XL tutorial series. Anaplan XL Reporting simplifies report creation, reduces manual effort, enhances security, and ensures reporting accuracy and efficiency. These videos delve into different aspects of Anaplan XL to help you get started with how to use the…
Author: Hanwen Chen is a Certified Master Anaplanner and Professional Services Sr. Manager at Anaplan. Over the years, working closely with Anaplan customers across industries, I've been called in to diagnose and fix struggling models — often in crisis mode. Time and again, one particular design pattern surfaces as a major…
Check out the latest Anaplan feature updates and enhancements in our June 2025 official release notes. The information below offers supplemental information to that post. Security and administration New 'Application Owner' security role Tenant administrations can assign the Application Owner role to users in their tenant.…
Author: Miki Sato is a Product Manager, Product Management Team (Data Management) at Anaplan. If your Salesforce data isn't driving real-time planning decisions, you're missing a critical link. This blog shows how connecting Salesforce and Anaplan — via no-code tools, embedded dashboards, or APIs — helps you turn frontline…
Author: Stacey Gibbens is a Certified Master Anaplanner and Solution Architect, Financial Planning & Analysis at Globe Life. Hello, Anaplan people! Today, I would like to share with you a solution to a model-building question that pops up on Community from time-to-time: controlling the behavior of user-facing Booleans so…
Anaplan's next quarterly platform release webinar will be held July 30, 2025 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 new…
We’re excited to share that the customer-centric Anaplan Center of Excellence (CoE) Program is back — with a refreshed experience designed to help you grow, connect, and lead more strategically with Anaplan. Whether you're building your CoE from the ground up or scaling an established team, this opt-in program offers…
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.…
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: How often is this impacting your users? Who is this impacting? (ex. model builders, solution architects, partners, admins,…
Could you please allow me to see a log of the processing status of the workspace and model? Once this is achieved, it will be possible to identify the cause of the failure to some extent by checking the logs when it occurs, and the speed of response to the failure will increase.
Could you please allow me to change the color and text information of the page title? If you can set the page title options according to the settings of the page's source model, you can easily determine which environment (e.g., production or development) you are now accessing.
Could you please add type:integer as the format of the line item?
When searching for a model, the name of the model may be cut off in the search results grid and cannot be confirmed. Could you please improve it so that we can see all the names of the models?
Could you please make it possible to edit data in a pop-up instead of editing data like Excel? When you try to edit the data by selecting any row from the grid, a screen pops up, and various functions can be selected so that the data can be registered in the pop-up. In addition, it would be very nice to have some of the…
Could you please increase the number of items to be displayed in the "Referenced by" of the line item? For example, you might want to check the following: ・Is it a line item used in the filter? ・Is it in the data source of the Import Action and is it mapped? ・Is it a line item used in DCA? By expanding the "Referenced by"…
Could you please show me the physical size of the model? In the past, when there was a failure to access the production model, Anaplan explained that there was a gap between the logical size and the physical size, and in fact, it was due to a lack of free space in the physical size. If we can check the physical size, we…
Could you please allow me to check the execution log of the page? When you enter data on a page, you want to check the logs of who executed the actions and processes on the page when, and what the processing results were. By checking the execution log, it becomes easy to narrow down the functions that are really used by…
Could you please allow developers to customize the error message? When the user enters data and presses a button, it will be easier for the user to understand the input constraint problem.
Just curious :)…
Hello fellow Anaplaners, I have a question about the UX for Anaplan for hierarchical list. If I have a list with multiple layers, say P1, P2, P3, and P4, and the workpage had 2 axis, list and line items, in its vertical axis and time in its horizontal axis (see figure below) The list is shown without indentations, and may…
I have seen two methods used to build financial statements and I am wondering what others have experienced in scalability/maintenance between the two or if there is a better approach. Assume that we have a flat data source for our general ledger within Anaplan. Our line item we are focused on within the source data is the…
I've been experimenting with some forecast modeling techniques in Anaplan recently and decided to test them on a few quirky, offbeat product categories just for fun. One of the categories I played around with was love dolls—yes, you read that right. It actually turned out to be more interesting than expected. Unlike…
We’ve recently started using Anaplan to model and manage our supply chain and production planning for a niche ecommerce business that sells custom-designed dolls — each made-to-order with specific features, materials, and delivery lead times. A few interesting challenges we faced: SKU Explosion: Each doll can be customized…
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. *…
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.
