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Event recording available: Building Valuable Anaplan Workflows
If you missed our event on Anaplan Community Experience: Building Valuable Anaplan Workflows, a recording is now available!
Anaplan experts Chris Stauffer (Director of Platform Adoption), David Elston (Director of Product Management Applications), and Elizabeth Schera (Architecture and Adoption Director, Operational Excellence Group) shared how organizations are utilizing advanced Workflow capabilities to streamline planning processes and manage enterprise scale.
The session covered:
* The new Advanced "Batching" suite: How Batch Submit, Batch Notifications (summarized daily at midnight UK time), and Batch Approvals work together to save massive amounts of time for planners and approvers alike.
* Standard workflow enhancements: A look at new platform capabilities including Decision Task Commentary writeback, a 20-action Canvas Undo/Redo session history, and running Anaplan Optimizer actions directly inside workflow steps.
* UX-driven workflow design: A practical demonstration from David Elston on how the Operational Workforce Planning (OWP) app leverages background Data Write tasks to automate cell confirmation and eliminate confusing front-end filters for a seamless user experience.
* Scale and performance safeguards: Essential architectural considerations from Elizabeth Schera, including managing model density with flat modules, leveraging native user dimensionality, and using machine tasks to offload commentary audit trails.
* Testing for concurrency: Best practices for simulating real-world production environments in UAT, testing user-journey bottlenecks, and mitigating core model queuing limitations.
ACE-Building Valueable Anaplan Workflows.pdf
Check out the recording below.
https://play.vidyard.com/12yS7eETKR1Z333qboxqSv.html?
Chapters
0:00
Webinar Overview
3:32
New Workflow Features
7:40
Batch Approvals Demo
14:30
Implementation Considerations
23:08
Commentary and Writeback
26:10
Operational Workforce Planning
41:14
Tips and Best Practices
49:55
Q&A and Wrap-Up
Additional resources
Configuring batch approvals
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Recording now available! July 29 platform release event
If you missed our July 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”, followed by a question and answer session with the audience.
Topics covered include:
* Planning Experience: Check out multiple UX features, such as a new chart palette and grid theme, hierarchy chart filters, and on-the-fly chart creation, that enhance the experience for your Anaplan users
* Security & Admin: Learn about key administrative enhancements, such as multi-factor authentication (MFA) and new user activation emails, that keep your Anaplan environment secure and streamlined
* Modeling: Explore core modeling updates, such as new Polaris functions and the latest Planual version, that optimize and guide your model-building process
* Workflow: Discover advanced workflow enhancements, such as builder undo/redo, decision task feedback, and batch submission and approvals, that streamline your collaborative processes
* Attendee Q&A
Anaplan Q2 Quarterly Product Webinar.pdf
Recording
https://play.vidyard.com/6g3b7wn6YbZzwuHNuvxQrK.html?
Chapters
0:00
Platform Feature Demo
9:17
MFA and Security Updates
14:22
Polaris Feature Highlights
27:16
Workflow New Features
41:55
Wrap-Up and Announcements
Catch up on recent releases:
* April 2026* Release notes
* Supplemental blog
* May 2026* Release notes
* Supplemental blog
* June 2026* Release notes
* Supplemental blog
Follow along for future events!
Stay up to date with all platform release announcements by subscribing to the platform release page on the Anaplan Community, and all platform events by subscribing to the events page. Look for the “bell” icon on the page to subscribe.
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Event recording available: Driving Security, Compliance, and Governance with the Anaplan Audit Log
If you missed our recent Anaplan Community Experience event on Driving Security, Compliance, and Governance with the Anaplan Audit Log, a recording is now available!
Anaplanners from across the globe joined our panel of experts, Chris Stauffer, Bill Dowling, and Jon Ferneau, for a deep dive into how you can build a robust framework for security, compliance, and governance. The session focused on a new, community-driven reporting solution designed to transform raw log data into actionable insights within your Anaplan models.
Key topics covered in the session include:
* Anaplan Audit vs. Model History: Clarifying the critical differences between the tenant-level Audit Log (for user access and integration events) and model-level History (for granular data and structural changes).
* Automated Data Extraction: Showcasing a new Python script to automate the extraction and transformation of log data, solving common reporting challenges like dynamic data structures.
* Actionable Reporting in Anaplan: Loading processed log data directly into an Anaplan model to create powerful UX dashboards for security, compliance, and adoption analysis.
* The Technology Behind the Solution: Outlining the technical architecture, which uses Anaplan APIs and DuckDB for high-performance data processing before loading to the platform.
Check out the recording below:
https://play.vidyard.com/e3DB5Y3zR3mp7R4df3cBij.html?
Chapters
0:00
Anaplan Audit Webinar Introduction
8:37
Anaplan Audit Feature Demonstration
22:30
Anaplan Model History Reporting
27:27
Anaplan Model History Reporting
31:46
Model History Export Best Practices
42:49
Q&A
Additional Resources
https://help.anaplan.com/audit-034cf52f-8ccf-49e0-a545-96861b12a645
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Event recording available: Managing Hierarchies with Anaplan Data Orchestrator (ADO)
If you missed our spotlight event on Anaplan Community Experience: Managing Hierarchies with Anaplan Data Orchestrator (ADO), a recording is now available!
Anaplan experts Stephen Day (Product Manager for ADO) and Jon Ferneau @JonFerneau (Data Integrations Expert, Operational Excellence Group) shared how organizations are utilizing ADO to streamline hierarchy management and support planning at scale.
The session covered:
* Centralizing data preparation: How ADO acts as a purpose-built data foundation to reduce manual data prep and ensure trusted, governed data is always planning-ready.
* Complex hierarchy building: A practical demonstration of building a four-level cost center hierarchy from two separate and disparate source systems (HR and Finance).
* Advanced transformation & direct dissemination: How to apply anti-join deduplication and dynamic list pruning, and use a single ADO link to populate all hierarchy levels without individual import actions.
* Lineage & traceability: Visualizing end-to-end data lineage from source data to the final planning model using ADO's visual data map.
Webinar - June 2026 - ADO Hierarchy Management - Copy.pdf
Check out the recording below to learn how ADO can modernize your hierarchy management.
https://play.vidyard.com/oUJiHh1iGN4UHFNTm8VR1k.html?
Chapters
0:00 - Intro and Qonto Customer Story
3:29 - What Is Anaplan?
5:57 - Why ADO Matters
9:38 - ADO Capabilities
12:20 - Meet the Demo
13:33 - Hierarchy Demo
15:56 - Source Data Setup
19:12 - Transformation Views
22:37 - Merging Hierarchies
25:57 - Leaf and Level Walk
29:42 - Linking to Anaplan
32:25 - Model Map and Push
34:41 - Workflow and Refresh
37:15 - Q&A Begins
54:43 - Closing Remark
Frequently Asked Questions
* Connectivity & Integration: Attendees were very interested in how ADO connects with other systems. This includes questions about integration with various data sources like Azure, Snowflake, Google Cloud, and on-premise solutions like Oracle.* ADO has pre-built connectors to many different systems. Each connector has it's own protocol for how it connects to the source system, for example: SQL connectors typically use JDBC as the connection protocol.
* Hierarchy Management: Many questions centered on the management of hierarchies and lists within Anaplan, a core data structure. This suggests a common challenge for users is maintaining complex and dynamic hierarchies.* ADO is very capable of assisting with hierarchy management, as demonstrated in the demo. Another powerful feature of ADO is the ability to "Balance" a ragged hierarchy. Complex hierarchy remapping that requires complex formula logic and the use of SUMS/LOOKUPS would still be best done in an Anaplan model until ADO gains new functionality to close the parity gap on what Data Hubs are doing today.
* Security & Access Control: Questions around security indicate that ensuring data governance is a key concern. This theme covers topics like user restrictions, workspace permissions, and secure data handling.* ADO utilizes "Dataspaces" to separate out different data sources or types of data based on your use case and how you choose to segregate your data. Access to ADO itself is restricted to the "Integration Admin" tenant level role. Each Integration Admin can be granted access to specific Dataspaces through Anaplan Administration. Integration Admin A might only have access to DEV and Finance dataspaces, while Integration Admin B might have access to all dataspaces.
Additional resources
Anaplan introduces Snowflake Writeback in Pipelines
Integrating your Oracle data: The Anaplan connector
Speeding up ADO data syncs with Workflow
Hybrid approach to planning and execution: Anaplan for Salesforce and ADO
For all articles on the Anaplan Community about Anaplan Data Orchestrator (ADO), click here.
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Polaris Modeling and Optimization Challenge recap — event recording available!
We recently hosted a Community Q&A Challenge inviting members to test their skills in Polaris modeling and optimization. Our internal experts developed a series of challenges, featuring a module rebuild alongside optimization challenges focused on the optimization of high calculation effort and high calculation complexity.
Theresa Reid ( @TheresaR), Architecture and Performance Director, and Seb McMillan (@seb_mcmillan), Principal Platform Adoption Specialist shared their expert perspectives as they walked through the challenges, providing insights on effective problem-solving strategies. They also shared their go-to optimization techniques and answered Polaris questions from the audience.
Watch the recording
https://play.vidyard.com/bKYZDhwscEyTkW7PTWxCw7
Timestamps
* Welcome and introductions — 00:00
* Guest hosts introduction — 1:50
* Module challenge — 2:38
* Optimization challenge: high calculation effort — 8:13
* Optimization challenge: high calculation complexity — 23:41
* Bonus questions: optimization techniques — 35:17
* Q&A — 43:13
You can check out a PDF of the event presentation below.
ACE Community Challenge Recap Polaris Modeling and Optimization.pdf
Links and resources
Below are links to articles we references in the presentation.
* Anaplan Polaris – Getting Started
* On-Demand Calculation in Polaris
* Anaplan Polaris – Optimizing Calculation Performance Using Inline Conditions
* Iterative Development in Polaris
To keep building your skills, check out our collection of Polaris articles here.
We highly recommend taking the Level 2 Model Building in Polaris course. In the words of our host, @TheresaR, it is the best way to "shift your mindset and instill the model building methods that will help you succeed in Polaris."
*In order to gain access to this training, you must have completed Level 1.
Questions? Leave a comment!
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Event recording available: CoModeler for Clear, Correct, Continuously Improved Models
If you missed our spotlight event on Anaplan Community Experience: CoModeler for Clear, Correct, Continuously Improved Models , a recording is now available. Our partners at Polestar Analytics, Steven Gnatovich and Vijay Vyakaranam shared with us how they are utilizing CoModeler in their implementations.
The session focused on exploring CoModeler and how it can be used to support model building and planning workflows within the Anaplan ecosystem. The discussion provided a practical look at how partners are leveraging the tool, including demonstrations of workflows, implementation approaches, and opportunities to improve efficiency and scalability for model builders. The event also highlighted emerging capabilities and gave attendees insight into how AI-assisted tooling may support future planning and development processes.
A recording of the event is below.
Recording
https://play.vidyard.com/34tnYngsAyNeEfUCjg1TeC.html?
Chapters
0:00 - Welcome
1:28 - Polestar Introductions
3:01 - Who is Polestar Analytics?
4:59 - CoModeler Overview
8:59 - CoModerler Demo
44:21 - Panelist Q&A
51:32 - Closing
Additional resources
CoModeler Overview | Anaplan Academy
CoModeler: Model Building Workshop | Anaplan Academy
The Future of Planning: Anaplan Co-Modeler in Action | Polestar Analytics
Request a Demo of CoModeler
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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”, followed by a question and answer session with the audience.
Topics covered include:
* Planning Experience: Check out multiple UX features, such as hierarchy chart pagination, that enhance the experience for your Anaplan users
* Workflow: See how approve and reject buttons can be included inside emails sent to approvers, creating a quick and effortless experience, as well as the greater control offered with functionality to pause and resume workflow schedules
* Anaplan Data Orchestrator: Explore Dataspaces, areas within Anaplan Data Orchestrator where you can organize data and objects into separate, access-controlled partitions
* Attendee Q&A
Recording
https://play.vidyard.com/iQcpN3eCp3h5Pz1cDL2BGC
Catch up on recent releases:
* January* Release notes
* Supplemental blog
* February* Release notes
* Supplemental blog
* March* Release notes
* Supplemental blog
Follow along for future events!
Stay up to date with all platform release announcements by subscribing to the platform release page on the Anaplan Community, and all platform events by subscribing to the events page. Look for the “bell” icon on the page to subscribe.
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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 forcing process into the tool, including when to use Workflow versus traditional model logic, how to avoid overcomplication, and how to ensure scalability. They also showed how Workflow can support cross-functional collaboration by aligning tasks with business roles and timelines, ultimately helping organizations close gaps between planning and execution. The session reinforced that strong Workflow design leads directly to better adoption, cleaner processes, and more reliable outcomes within Anaplan.
A recording of the event is below, and a PDF of the presentation can be found here:
ACE Workflow Event - 2026.04 - Copy.pdf
Recording
https://play.vidyard.com/jNik8duQnRgsEWfyXJLWgJ.html?
0:00 - Welcome
1:37 - Opening and introductions
2:29 - Agenda
4:54 - Recap from Previous Event
7:19 - Workflow Feature Update
23:31 - Workflow in Action
31:18 - Anaplan Workflow Demo
47:59 - Hierarchy Tasks Demo
51:46 - Q&A
Additional resources
Latest Platform Releases
September Release Page
Speeding up ADO data syncs with Workflow
Workflow Advanced on Anapedia
Previous Workflow in Anaplan Event
