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Share your annual rollover best practices — Community Q&A Challenge
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…
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January 2026 platform releases and what’s next
Check out the latest Anaplan feature updates and enhancements in our January 2026 official release notes. The information below offers supplemental information to that post. Dataspaces in Anaplan Data Orchestrator Dataspaces are partitioned areas of a tenant-wide Anaplan Data Orchestrator instance. Integration…
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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…
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Clay before carbon fibre, flat files before data full blown orchestration
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…
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Cracking the Mystery of Infeasible Models 🕵️♂️
You've spent days carefully crafting your model, eagerly awaiting that satisfying moment when the optimal solution appears, only to be met with the dreaded message: infeasible 😱 The excitement turns into a classic plot twist worthy of a detective novel. But don't worry! Here we have 3 practical tips to help you figure out…
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How I Built It: Rethinking scenario planning with Polaris
Author: Philipp Erkinger, Certified Master Anaplanner and Principal Solution Architect at Bedford Consulting. Dear Anaplan Community, The Anaplan Polaris Engine has brought a significant transformation in the way I construct and design Anaplan models. Over the past three years, I have had the privilege of working on…
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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…
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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…
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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…
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Anaplan API user reporting with Python
Author: Michael Moore is a Certified Master Anaplanner and Director, Enterprise Planning at HP. In this article I will cover: Why use Python for user administration? Prepare Begin OAuth2 login Finish OAuth2 login using redirect URL to fetch authentication token Import useful Python modules Fetch data about yourself Sort…
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How to Combine AI Technology with Anaplan
Any idea —- How can an AI‑driven monitoring layer be built for Anaplan integrations to analyze logs, schedules, and execution results, and generate contextual alerts for support teams when failures occur ?
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How I Built It: Number format converter (thousands and millions)
Hello Anaplanner Community! I’m excited to participate in another ‘How I Built It’ video with a Number Format Converter (thousands and millions) tutorial. This video walks you through how to dynamically update UX grid number formats on all tables and charts. This enables users to have different number formats enabled for…
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New UX : Source model selector unsable from page to page
Hi Sorry for the repost if somebody already realized this issue. A client implemented to new ALM feature for the standard UX. She realized that the selector can randomely switch form one source to the other while switching the page. Of course it's very dangerous. She is performing some UAT on the DEV and suddently she…
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User Access Management in the UX
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…
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How I can enroll for Level1 training
I am interested to learn Anaplan as part of my new role. How I can enroll for self instructor training?
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Clear user access rights to selective access list using import - best practice request
Hi I manage user access to modules with selective access enabled lists from admin dashboard with processes importing data user access and roles data. It worked pretty well, but recently I noticed an issue. To apply new access rights for a particular user, I first clear all his current access and import new one. To clear…
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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…
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Import Shipping Expenses into OTH01 Module :
Import is showing Successful, but i didn't see the shipping cost updated on OTH01. I doubt may be because of Year is different in both the modules. OTH01 Shows 2019 and INV05 Shows 2020. Would like to have your suggestions, please. Thank you
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Issues with AnaplanXL background Functions
I am having issues with Anaplan XL messing with some of the standard Excel functions such as: 1. The "marching ants" around copied cells don't show up when I copy cells 2. I get a "could not copy to clipboard" message where you can't copy things out of Excel into say ppt or an email 3. When two workbooks (or even multiple…
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Is there any module-level setting that affects date display format?
I'm currently preparing for Anaplan Level 1 certification independently and came across something I'd like clarification on. In the same model (Classic view), I have two modules where a line item formatted as Date is displaying differently: One module shows dates in dd-mm-yy The other shows mm-dd-yy Both modules: Are in…
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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…
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Workflow historization for auditability
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…
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"Azure blob http error" when establish connection between Cloudworks and Blob Storage
I have this error message " Azure blob http error " when i save cloudworks connection to Blob Storage. I follow this link: Connect to Azure Blob | Anapedia Can someone help to identify the root cause and how to resolve? is it related to permission or security?
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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…
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Sort User List / Group Users by Model Role
Would be great to have the option to sort the User List in Anaplan. We have multiple models in the same workspace, and therefore, each model has a long list of users who aren't relevant - they are assigned the "No Access" role designation. Would be great to be able to visually manage this in Anaplan, rather than have to…
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Level 2 Conclusion 4.3.5.5
Hello, I’m experiencing an issue in my currency conversion. The values are displaying with too many number. I’ve already tried changing the format to Decimal and adjusting the minimum significant digits, but the numbers still show a lot of decimals. Could this be related to the formula or another setting? Nevermind, i…
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Anaplan XL Enhancements
There are few things which I thought would make sense with respect to user using Anaplan XL: Creating Anaplan Connection: Currently creating Anaplan Connection gets active the moment we select module from a model, but still we can build reports from Any module of that Model. So its ideal to have ability to create…
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Regular records in industry digitalized in the place of physical records
I am working in dairy milk packing industry. my thinking about ISO related documents and regular momonitoring reccords with digital model. Give me susuggestions.
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Import Final Demand Forecast into DATA02 Module - Would like to have your suggestions on this.
Not sure the way i handled this scenario right or wrong, would like to have your thoughts on this .. Since the Supply chain model, dem03 final demand forecast dimensioned by Accounts, Product SKU's. However, my assumption is FP&A, No way related to accounts(we didn't added any lists for account during the FP&A model…
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Role based security filters for Anaplan XL reports
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: We have multiple legal entities, and each entity contains the same set of functional departments (HR, Finance, IT, Administration,…
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Feature Enhancement Request: Audit Trail for Anaplan XL
Current Behavior We understand that Anaplan XL currently does not provide an audit trail functionality. When using Anaplan XL to write back data to the data model, we encountered a situation where data that previously existed at a certain point in time was unexpectedly deleted or overwritten. At present, there is no…
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Different Aggregations for Different Dimensions
I have a REP01 module with Account 2 (R1, R2, L1, L2, E1, E2) and City(City 1, City 2, …) dimensions and an Amount line item. City rolls up to Region (Region 1, Region 2) Account 2 rolls up to Account 1 (Revenue, Labor, Expense). In REP01 module's Amount line item, I want to sum in City dimension but use a formula of…
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Visual Separation of Markets Using Automatic Bold Borders
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: Add the ability to apply bold borders for each market section to clearly differentiate data in grids. As users drill down, the number…
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Anaplan XL reporting support for Mac OS systems.
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: The current Anaplan XL add in is not available on Mac OS systems which hinders few users from leveraging its benefits. How often is…
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ANAPLANXL WRITEBACK
When I am enabling the writeback in AnaplanXL and trying to format the written cell to some colour, it is not showing me in the main sheet where I am trying to input some value and the cell colour is not changing. What could be possible reason for this?
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Optimization - Line Items References in saved view
To maintain efficiency and performance, model builders must periodically remove unused or irrelevant line items. At present, the [Referenced By] column in the blueprint provides visibility into dependencies between line items. However, for line items that are not referenced by other calculations, builders must manually…
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CUMULATE optimum use
Hi All, I'm trying to replace the use of CUMULATE to produce a running total in a module Dimensioned by 'fake time' - so I can't use PREVIOS, for example. I am trying to establish if this is a worthwhile exercise - the relevant MAPS report shows 00.00% calculation effort against the CUMULATE formula and a relatively low…
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Collect then Cumulate or Cumulate then Collect?
We are thinking of an addition to a key model in the business process. Unfortunately, we do not have access to BPI numbers for either of these Cases. Am I correct in thinking Cse B, below, is the better option. If not why not? Both cases A and B are described below. All Line Items (‘Refs) are constant across both Cases…
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Add feature to “Use Account Style Drilling” in AnaplanXL Grids
This feature to display children above the parent when drilling in is available in AnaplanXL freeform but not grids. This would be a useful feature in Grids as well. As a user, I would expect to have same/similar functionality between Grids and Freeform.
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Anaplan XL Freeform - ability to multi-select in filters
In Anaplan XL Freeform, we would like to specify multiple members on dimensions that apply to the whole report (filters, not rows or columns). This is possible in grids but not yet in freeform.