-
Integrating your Oracle data: The Anaplan connector
Author: Kira Wagner is a Product Owner at Anaplan. The Oracle connector further expands Anaplan’s integration capabilities by bridging your Oracle database with the Anaplan Data Orchestrator (ADO). This connection makes your data readily available for downstream processing in your Anaplan models, supporting accurate,…
-
Building scalable Anaplan models — Part 1: Master data management in the Data Hub
Author: Hanwen Chen, Certified Master Anaplanner. If you read my previous article — “How to build a Polaris reporting model in less than 2 weeks” — you already know how to rapidly stand up an Anaplan Polaris reporting model by leveraging existing Data Hubs and Classic models. That article focused on speed of delivery. This…
-
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”,…
-
A CoE becomes essential when you own Anaplan
A CoE becomes essential when you own Anaplan Author: Stacey Borne is a Certified Master Anaplanner, former Anaplan Center of Excellence Leader, and runs the Certified Master Anaplanner Program and Anaplan Center of Excellence Programs at Anaplan. You don’t need a large team to have a Center of Excellence, but you do need…
-
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…
-
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…
-
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…
-
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 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…
-
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…
-
Annual rollover best practices — event recording available!
Last month, we hosted a Community Challenge inviting members to share their annual rollover best practices. We provided prompts to encourage members to share how they prepare for this critical time-of-year activity, their strategies for a smooth and successful rollover, and to inspire others in the Community with their…
-
Five tips for managing remote projects
Author: Paola Malafaia is a Certified Master Anaplanner and Associate Consultant at Cornerstone Performance Management. Most of my early career was working physically allocated on a client with a specific project goal in mind. Those were the days of whiteboard sessions, impromptu desk conversations, and the constant,…
-
Recognizing your impact: new points, badges, and ranks!
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…
-
How to maintain complex Anaplan environments — Part 1: Leadership, governance & the human foundation
Author: Piotr Weremczuk is a Certified Master Anaplanner and FinSys Application Specialist at EQT. February 2026 marked my tenth anniversary of logging into Anaplan. A full decade. When I realized this, I decided it was finally time to write down some of the things I’ve learned about setting up and maintaining complex…
-
On-Demand Calculation in Polaris
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…
-
Using territory maps with Anaplan
Author: Paola Malafaia is a Certified Master Anaplanner and Associate Consultant at Cornerstone Performance Management. After setting up Territory Maps, I had a few learnings and I thought it would be helpful for other developers to put some notes about the basic settings of this mapping feature for dummies. The goal here…
-
How I Built It: Center of Excellence App
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…
-
How I Built It: Dynamic Allocation Order
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…
-
Combined Grids: examples in accounting and construction
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…
-
Fiscal to Gregorian calendar conversion in Polaris
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…
-
Polaris: The science behind better business planning
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…
-
A quick reference guide to hierarchical structures in Anaplan
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…
-
A four-lens metrics system for Anaplan CoEs
Author: Marina Ketelslegers is a Certified Master Anaplanner and FP&A voice for Anaplan and AI passionate about CoE support, solution architecture, and training. I’ve seen how Anaplan Centers of Excellence (CoEs) start with strong momentum. There’s enthusiasm, executive support, and a clear ambition to make connected…
-
Dynamic naming line action matching names in Actions
Hello. Quick question. I've implemented Dynamic renaming line items similar to this. The question I have is that I use both modules where I dynamically rename line items (Source and Target) in an action to copy calculated information into a snapshot (e.g.: REP9 into REP09b). Would I need to remap line items in the action…
-
Best Practices for Ingesting REST API Marketing Data (JSON) into Planning Models
Hi everyone, I am currently working on architecting a comprehensive marketing budget and forecasting model. To get an accurate picture of our digital marketing supply chain and engagement ROI, I need to pull real-time pricing and delivery metrics from our external backend providers. Specifically, we utilize an smm panel…
-
CloudWorks Job Dependency Timing
If I schedule two CloudWorks jobs, one that loads data into Module A from different Model and a second that runs the actions to move that data into Module B from Module A, will the second job wait until the first job finishes before starting, or will it start at its scheduled time even if the first job is still running.
-
Use cases for Anaplan XL
Author: Audrey Neet is a Certified Master Anaplanner and Director at Tru Consulting. Anaplan XL (AXL) is one of the many products Anaplan offers. It extends how users can interact with Anaplan data beyond the UX, providing additional flexibility for targeted analysis and reporting. With AXL, users can design reports and…
-
I am working on Level 3 V1 section 6.3, I would like to know if the Example is what given is right
I have tried a few different ways and have not come up with these numbers.
-
4.6.7 Activity: Import Data into P2 Products List
Let me know what am I doing wrong here. getting different result while importing.
-
4.8.2 Activity: Import Data into E2 Employees# List NUX
In the NUX everytime I try to import the employee list it doesn't display the name. I am correctly importing but it continues to show the employee names as numbers. Please advise
-
Best Practice - Moving to New Chart of Accounts
We are currently looking at migrating ledger providers and as part of this, there will be a full remapping of our existing chart of accounts to a new chart of accounts. This will likely break large parts of the model where we do lookups of specific account codes and the structure of our overall P&L and Balance Sheet will…
-
April 2026 platform releases and what’s next
Check out the latest Anaplan feature updates and enhancements in our April 2026 official release notes. There you'll find information on: Polaris Trigonometry functions MOVINGSUM on general lists Line item limit Security and tenant administration CAPTCHA on basic authentication Anaplan XL (version 2604) Offline writeback…
-
Do scheduled CloudWorks actions run in parallel or sequentially?
If we schedule two CloudWorks actions to start at the same time, using the same source model but different saved views, and updates two different target models, will they run in parallel or sequentially (with one finishing before the other starts)?
-
Aligned by Design - A proportional cascade framework for multi-level forecast reconciliation
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 enterprise planning and forecasting, we aim to produce statistically sound forecasts at multiple organisational levels (e.g.…
-
Aggregate planner commentary together with financials as insight rolls up across the organisation
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 planning and forecasting processes, large volumes of textual commentary are captured at detailed levels (e.g., line items,…
-
Leveraging Corporate Knowledge in Forecasting via Text‑Based Analytics
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: Enhance forecasting accuracy and responsiveness by incorporating corporate knowledge captured in unstructured text (e.g., management…
-
Export for every list item in a context selector for a management report
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 client wants the functionality to run an export on a management report that will export a page for every context within the context…
-
8.2.2 Activity: Add Volume Inputs Module
I am having a challenge creating the volume input module properly as the location is showing Region. How can I change from the Region format?
-
UX Formatting for List Items in Rows
For ease of reading tiles in a UX page would be great to be able to format levels of a hierarchy as different colors. For example L1 might be grey, L2 might be blue, L3 might be yellow, etc. Allow user to choose the colors for each level of the hierarchy
-
Time Period Formatted line items dependency on Time Range
Currently dropdown for time period formatted line items shows all time periods for Model Calendar. There should be an option to make them dependent on Time range applicable to that particular Module/Line Item. For Example: If Model has 5 years, a Month formatted line item will show all 60 months in dropdown even if that…
-
API for Model Builder
Hello, Since Anaplan is missing a MCP server to interact with an agent, I would like to know if there are official APIs available for model creation and modification, or for Model import where the Model definition, as lists, modules, line items, formulas, etc can be adjust all together at once (different from Model sync).…
-
NUX Show/Hide for line items as selectors under the grid
Hello, the request concerns Line Items as Page Selectors in NUX. It is great that we can use show/hide functionality when Line Item is displayed as Context Selector on top of the page. If I have 5 line items, but 3 of them are technical and I want to let users toggle only between two, I can do that. This also limits my…
-
Performance Issue with Master Switch for Dynamic Product Selection in Polaris
Hi All, We are facing a scenario where users must dynamically select specific list items for different planning scenarios. Example: We have 5 products in total Scenario A: User plans for 3 products Scenario B: User plans for 4 products Because this selection is dynamic, we are not using subsets. Instead, we: Use Boolean…
-
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…
-
Talent Builder Graduate Mini Resume - Dinesh Ghongate
Name: Dinesh Dattatray Ghongate Location: Pune, Maharashtra, India. Certification: Anaplan Professional Model Builder, Anaplan Level 1 Model Building ,Anaplan Level 2 Model Building, Anaplan Talent Builder Graduate Educational Background: Master's in commerce Profile Summary: I am an Anaplan Talent Builder Graduate with…
-
1.8.5.1 Import Data into G1 Region List
Hi Everyone, I am unable to import G1 Region List code from Data hub to Supply chain. Could anyone help with this please? The GI region meant to pick up from SYS05 Region Details 2 code but it didnt. I tried to import it through general list. I dont know what went wrong
-
Talent Builder Graduate Mini Resume - Caleb Bourgeois
Name: Caleb Bourgeois Location: Greenville, South Carolina, United States Certification: Anaplan Professional Model Builder Anaplan Level 1 Model Building Anaplan Level 2 Model Building Anaplan Talent Builder Graduate Educational Background: 15+ years of professional experience in client-facing design, communications,…
-
FCR: Request to enhance the audit functionality
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…
-
feature enhancement: Bulk delete multiple values in Web Reports (Web input form)
Current behavior: When users make a mistake in the Web input form(e.g., AnaplanXL Web reports, foreign exchange global rate form ), they cannot select multiple cells and press Delete (like Excel). They must clear values one cell at a time, which is time-consuming. Request: Enable users to select multiple cells and…
-
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…
-
Anaplan Data Orchestrator - Numbered Lists with Display Names
Previously, we have used display names in system modules for our numbered lists and then referencing that from the list property for the display name. When using ADO though, that means creating links for each of the parts of the hierarchy as well as links to the system modules that contain the inputs for the display names.…
-
L3 5.5.3 Sales Planning Model- Lists How can i import into G3S Sales Reps# list?
In the Sales Planning model, create two lists to import data from the Data Hub model. The first list should include the data that will identify the relationship between Sales Reps and the country where they are located. Q: Employees list keeps showing as a unique id instead of the employee name when importing from data hub…
-
4.8.2 Activity: Import Data into E2 Employees# List
Hi All, Has anyone completed exercise # 4.8.2 Activity: Import Data into E2 Employees# List? I am not able to procced with this, can anyone j