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Author: Jonathan Cushing is a Certified Master Anaplanner and Senior Consultant at Vuealta Consulting. As a Chartered Accountant and someone who has experience in both in-house consulting roles for housebuilding and construction companies, I was excited by the release of Combined Grids in Anaplan. For years, when end-users…
Author: Kndia Davis is a Certified Master Anaplanner with five years architecting scalable Anaplan models. Dynamic allocation order is a foundational requirement across many industries, whether you’re distributing inventory, assigning capacity, or prioritizing financial allocations. In most Anaplan models, this allocation…
Author: Judee Dimapilis is a Certified Master Anaplanner and co-founder at Malaya Tech Consulting. Preparing for a major business launch is always complex, especially in the gaming and leisure industry where coordinating different departments, opening phases, and staffing requirements add another layer of operational…
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…
Inspired by the incredible engagement and collaboration we see in our Community every day, we want to better celebrate your contributions. We’re thrilled to introduce our updated Community ranks to clearly map out your engagement journey with us! Recognizing your Community contributions We've updated our Community ranks to…
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Author: Hanwen Chen is a Certified Master Anaplanner and Professional Services Sr. Manager at Anaplan. Over the past nine months, I have been involved in multiple Classic-to-Polaris conversion projects. One consistent requirement across these engagements is the need for scalable reporting solutions that support multiple…
Check out the latest Anaplan feature updates and enhancements in our February 2026 official release notes. There you'll find information on: User Experience Board Insights Panel Management Reporting on mobile Custom action buttons on mobile Modeling experience Four digit calendar Forecaster Holiday calendars UX pages…
Author: Marina Ketelslegers is a Certified Master Anaplanner and FP&A voice for Anaplan and AI passionate about CoE support, solution architecture, and training. Hello Anaplan Community! I’m sharing a short walkthrough of my Anaplan Center of Excellence (CoE) App designed to help new CoE leads set up their CoE with clarity…
The first Community Challenge of 2026 is officially here, and it's all about preparing your models for the future with seamless annual rollovers! A well-built Anaplan model anticipates the future. One of the most critical, yet often overlooked, aspects of model design is preparing for the annual rollover. Models are often…
Author: Lis de Geus is a Certified Master Anaplanner and Customer Success Consultant at Bedford Consulting. Setting the details of a user’s access is usually a job for the workspace admin: decide their role and selective access to lists members. However, the Users tab is not always the friendliest, especially when thinking…
Author: David Edwards is a Certified Master Anaplanner and Associate Partner at Columbus Consulting. For retail and consumer goods companies, a common issue occurs when different departments (typically supply chain and finance) utilize different calendar structures. Supply Chain teams often rely on a fiscal calendar (such…
Author: Parmod Kumar, Certified Solution Architect, and Financial Planning & Supply Chain Specialist at TCS. Reading time: approximately 8-10 minutes. Why the Polaris engine Is powerful and beautiful Polaris is Anaplan’s next‐generation calculation engine, built from the ground up to handle high dimensionality, sparse…
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…
Author: Arun Thakar is a Certified Master Anaplanner and Vice President in the banking industry. Lists and hierarchies are a key foundational aspect to model building. In Anaplan, lists are a critical building block of the model and depending on which structure one uses can greatly impact user experiences, model…
Author: Alejandro Gomez Sanchez, Certified Master Anaplanner, and Principal Consultant. Data orchestration is a remarkable capability. When done well, it is genuinely transformative: comprehensive, accurate and dependable data for decision-making is available instantly. Beyond the satisfaction of well-orchestrated data, my…
Bringing this up again as the previous post from "5 years ago" is gettling lost. We need drill to transaction on the New UX, it is stopping us transitioning to the New UX Dashboards, as we use it daily, even hourly in our Supply chain function. Are there any plans to add Drill to Transaction to the new UX Please?
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 dropdown menu / fold option as a UX element would be extremely beneficial for users who want to extract important information or…
Today we can select within our Date dimension Total Year or Quarter. We would expect that the system with apply the calculation on the related months underneath. But this seems not to be the case. Only when we specify a single month the calculation will be applied. During year-end close we have to adjust certain movements…
When we have to run calculation for a specific entity, it can we very time consuming to select that entity, because we have a rather deep hierarchy for entities. It would be so much more convenient if we can also enter the the name manually. Next, please show the parameters from the prior run. When the prior parameters are…
I have a question, is this a filter bug? The initially setup for this slides is based on Store A (with 5 years data), but then after i tried change to 4 years, 3, years, 6 years, the filters doesnt apply even after refresh. It only reflect when i go to the card configuration > filter > apply. Store A with 5 years data…
Enabling the Search Module option and the Export Modules functionality in the Beta View version would be extremely helpful for model builders. These features would greatly improve productivity and streamline the model‑building experience.
Currently a full refresh only refreshes the data. Structural changes should also be able to be fully refreshed into an existing source data object.
In case an object is deleted by error, it should be retrievable back from a trash bin.
Backgrounds We have a question regarding Logs > Session Log. Currently, system activity logs are only available for a limited number of functions, such as Journal operations and metadata updates. As a result, some system administrators on the customer side have found the current audit capabilities insufficient and have…
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: Currently it is possible to delete a completed workflow. Unfortunately this does not meet internal requirements for auditability. Who…
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.…
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
This item has been identified as an outstanding known issue. Issue Setting a current page filter or sort and then exporting this data to file, will apply the current page filter/sort to all pages of the data. Workaround Remove all filters/sorts, export the data, and apply the filters/sorts in Excel --- Internal Reference:…
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…
Estimated Level of Effort: <4 Hours of Model Building Level of Difficulty: Beginner Recommended Training: L1 Model Builder Training Persona: Casual Model Builder Potential ROI: Decreased response time to address risks Increased forecast accuracy You Might Also Like: * Tops-Down Allocations Historical Snapshotting One of…
I am getting below when we use load data Anaplan component for model and workspace. Can some one help on this? details" : [ { "localMessageText" : "Import into FDL001 Data Hub - Casework module failed: The dimensions in the target module do not match the import definition.", "occurrences" : 0, "type" :…
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…
Hi All, I got Anaplan Access (Beta) then downloaded New UX Training Model v2 (I found link at Build Guide for Page Builders). But I can't find create an app button on the app page, if I'm doing something wrong or beta access do not include page builder access? Thanks, Sergey.
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…
These resources delve into best practices for modeling in Polaris to help you build more efficiently and effectively.
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In this ACE Spotlight event, we will cover the most effective techniques for making your annual rollovers seamless and repeatable, based on the solutions from our latest Community Q&A Challenge.
Join us for an upcoming Anaplan Community Experiences session focused on continuing your learning with Anaplan Workflow. In this event, we will explore best practices for designing and implementing workflow processes that support structured planning, approvals, and collaboration across teams. The session will provide…
Registration will open soon for this event. Join us for our Quarterly Platform Release webinar where we highlight the latest enhancements and updates to the Anaplan platform. In this session, members of the Anaplan team will walk through key capabilities released this quarter, explain how they support better planning and…
