-
Five new Anaplan features you may not be using
Author: Misbah Ansari is a Certified Master Anaplanner, Anaplan Community Moderator & Community Boss, and CEO/Founder at Miz Logix. Anaplan has come a long way as part of its product development. We have seen so many features being released over the past few years which has not only helped Anaplan carve a place for itself…
-
Event recording available: Introducing Combined Grids
If you missed our Power Hour event on Combined Grids, a recording is now available. This event covered how Anaplan’s new Combined Grids feature brings data from multiple modules into a single, unified view. We shared more about what makes this capability powerful, and heard from Anaplan customers who are already using it…
-
Event recording available: Experience the future of Anaplan Support
If you missed our event demoing the new Customer Support Case Portal, a recording is now available. We covered why we are removing email, the benefits of the portal, using the dynamic case form, and a number of other relevant topics. We went through managing users, working with partners, and how to most effectively use the…
-
Streamline hierarchy management with Polaris's new ITEMLEVEL and HIERARCHYLEVEL functions
Author: Dave Smith is a Senior Product Manager at Anaplan. In the world of enterprise planning, working with hierarchical data is fundamental—whether you're dealing with product categories, organizational structures, or geographic regions, the ability to roll up and see your plans at a macro-level is essential. Until now,…
-
Securing your planning process: best practices for Anaplan cybersecurity
Author: Tristan Colgate is a Certified Master Anaplanner and Managing Director at Fidenda. This month is Cybersecurity Awareness Month and cybersecurity is an important topic for anyone involved in developing and maintaining Anaplan solutions. We are often storing sensitive information such as financial, employee,…
-
Anaplan Polaris: A deeper dive into the Polaris Engine and model building techniques
This article is part of a series on Polaris best practices. Click here for more Community content or visit Anapedia for detailed technical guidance. Polaris is Anaplan's next-generation calculation engine, designed for highly dimensioned calculation at scale. It represents a paradigm shift in the ability to model business…
-
September 2025 platform releases and what’s next
Check out the latest Anaplan feature updates and enhancements in our September 2025 official release notes. The information below offers supplemental information to that post. Planning experience Improved Keyboard navigation across cards Across Boards, Insights, and Worksheets, tab navigation through toolbars in cards and…
-
Smarter forecasts, stronger decisions through Integrated Finance Planning
Shruti Mahato is a Certified Master Anaplanner and Senior Manager in Accenture with 8 years of Anaplan experience. She has recently participated in IFP Partner training. Her thoughts are reigned from hands-on experience on the application which she wants to enthusiastically wants to apply within her organization and for…
-
Acing the Professional Solution Architect recertification
When the Anaplan Academy team first read Maryna Dunets' article on the new recertification process, we were thrilled to learn about her positive experience with the updated exams. Our goal has always been to design an exam that accurately measures a candidate’s ability to use the platform while minimizing unnecessary…
-
What is an Anaplan Center of Excellence – and why it matters
What is an Anaplan Center of Excellence — and why it matters 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. Defining what an Anaplan Center of Excellence is — and how…
-
Getting data integration right: Best practices for building robust, scalable connections
Author: Dmitri Tverdomed is a Data Architect and Director at Zooss Consulting. Data integration isn’t just a technical exercise anymore — it’s foundational to a business’ ability to move quickly, make informed decisions, and scale sustainably. Whether you’re integrating Anaplan with upstream data platforms or pushing model…
-
September 2025 CoE Exchange Event Recap
September 2025 CoE Exchange Event Recap Our latest CoE Program event brought CoE Program members together for networking and learning. We started with a virtual networking session, giving members a chance to connect and share experiences with peers across the program. From there, we moved into two featured sessions focused…
-
Workflow Advanced: Coordinating parallel approvals
Author: Dave Waller, Principal Product Manager at Anaplan. With the introduction of parallel tasks, Anaplan Workflow Advanced can bring additional efficiencies by parallelizing process steps that would ordinarily have to run in sequence. This functionality can help when using Anaplan Data Orchestrator to dramatically…
-
How I Built It: Method for branched development within ALM
Author: Noah Jackson is a Certified Master Anaplanner and Principal Data and Insights Architect at Anaplan. Hello Anaplan Community! Since the release of the “unlink revisions” feature, it is possible to do branched development within Anaplan ALM. This is most useful when you are beginning work on a larger change or new…
-
Experience expanded functionality and flexibility with Workflow Advanced
Authors: Dave Waller, Principal Product Manager, and Abby Schutt Beckman (@AbbySB), Technical Training Program Lead at Anaplan. Workflow Advanced is an additional capability in the platform that empowers businesses to visualize and automate processes with greater speed and confidence. At the time of this article, Workflow…
-
How I Built It: Chess in Anaplan
Author: Waleed Hakim is a Sr. Anaplan consultant. Hi everyone! I’m Waleed — a Senior Consultant working with enterprise clients to transform their planning processes through Anaplan. I've been in the Anaplan ecosystem for just under four years now, and while most of my time is spent solving complex business problems, I’ve…
-
Ready for departure? What to do if your only Anaplanner is leaving!
Author: Clarissa Hassfurder is a Certified Master Anaplanner and CEO at Double10 Consulting. In many cases, when a team member departs a company, there is an ability to complete hand off with one or multiple team members. But what if your Center of Excellence (CoE) is a team of one? What if there are no other people with…
-
Mastering Anaplan Workflow: Tips and learnings from real-world experience
Author: Shivankur Sharma is a Certified Master Anaplanner and Principal Architect at PM Square. Anaplan has long been a leader in the connected planning space, and with the introduction of Workflow functionality, it’s taken a major step toward streamlining collaboration and task accountability. If you’re a model builder,…
-
Tips for onboarding junior model builders
Author: Evgeny Seledkov is a Certified Master Anaplanner and Sr. Consultant at Keyrus. Hello, I’m Evgeny, and I’ve been part of the Anaplan community for nearly ten years. Over the years, I’ve taken quite a journey — seeing this world from both sides: as part of a customer Center of Excellence, where I helped stakeholders…
-
Anaplan Workflow in action: Focused demo series
Author: Dave Waller, Principal Product Manager at Anaplan. Discover how Anaplan Workflow streamlines and simplifies complex approval processes with our set of short demo videos. Each video highlights a real-world use case — budget submission, capex submission, headcount allocation, and compensation plans — showing how…
-
UX best practices for building impactful dashboards in Anaplan: Part 1
Author: Arjun Gandhi, Certified Master Anaplanner with over a decade of experience leading enterprise Anaplan implementations across industries. ———- “If your dashboard doesn’t tell users what to do within 10 seconds, it’s already failed.” 🧭 Introduction: Why UX design in Anaplan matters Anaplan’s UX is more than just the…
-
Introducing Anaplan API Python SDK
Author: Vinzenz Klass is a Senior Data Engineer at valantic. Hey everyone, I wanted to share the Anaplan Python SDK with you. It's a Python Library that wraps all Anaplan APIs and makes it easier to interact with Anaplan programmatically. It is mostly designed with Data Integration Scenarios in mind, but it does support…
-
Managing Anaplan maintenance windows: A comprehensive guide for enterprise planning teams
Author: James Cannon is a Certified Master Anaplaner, Solution Architect, and Senior Manager at Ernst & Young. In any enterprise Anaplan implementation, regular maintenance windows are essential for model stability, performance optimization, and ongoing business value. However, without proper structure, communication, and…
-
How I Built It: Set up timestamps leveraging ADO & Workflow
Author: Jeffrey Glazner is a Manager, FP&A Systems at ResMed. Hello folks! I’m happy to share my ‘How I Built It’ tutorial with you all. This video shows a simple way to set up timestamps in Anaplan leveraging Anaplan Data Orchestrator (ADO) and Workflow, without the need for any additional scripting. While not…
-
Anaplan Polaris – Getting Started
Are you a seasoned Anaplanner ready to harness the power of Polaris? You’re in the right place. Polaris, Anaplan’s next-generation calculation engine, is designed for fast, highly dimensioned calculation at scale. While the model building experience remains fundamentally similar to Classic, Polaris introduces key…
-
LOOKUP and FIRSTNONBLANK used in the same formula
I have two modules in Anaplan: Module 1: Name: dat_Fund Composite Dimension (List): ad_Fund Composite ID Module 2: Name: dat_Segment Dimension (List): ad_Segment ID There is no direct relationship or mapping between the two list dimensions. I'm trying to understand how the following formula works: Line Item: L0 Segment ID…
-
Ability to save views with Zeros Suppressed in Polaris
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: Within Polaris there is the ability to suppress cells with zeros values within the module or grid of the UX but currently there is a…
-
Accessible by design: Our new accommodations for certification exams
Taking a proctored exam can be intimidating, even for the most seasoned professionals. While certification validates a learner’s skills and expertise, the exam environment itself can sometimes pose unnecessary barriers. Our goal is to test your ability, not your endurance. That’s why we’ve made significant updates to make…
-
Getting started with Anaplan APIs: What you need to know
Author: Dmitri Tverdomed is a Data Architect and Director at Zooss Consulting. Following on from my recent article on best practices in data integration, today I take a closer look at Anaplan’s APIs: What they are, why do they matter, and how should you get started to unlock efficiencies for business? In this article:…
-
Combined Grids is now live!
Author: Calvin Magondo is the Product Manager, Enterprise Experience at Anaplan. Combined Grids and multi-module reporting We are excited to announce the much anticipated enhancement to the Anaplan User Experience (UX): Combined Grids. This powerful new feature and platform capability will address one of the most common…
-
how to SUM by native users, sku & time dimension all together?
I want to do a SUM from the source module which has native users, SKU list and time dimension to a target module line item by all users by SKUs. Target module only has a subset of the SKU list and nothing else. Need some inputs on how to build the mapping for the SUM. Is it also possible with the Anaplan native users list…
-
Chart Axis Data Scale
Hello, Is there a way to adjust the axis number scale for charts on a board? I have column/waterfall charts side by side with 3 different scales. Would love to make them all in the million format. The Axis options seem quite limited:
-
Conditional navigation - April 30 Platform Release
Hi, I am struggling to understand in the Aprili 30 Platform release how Annika built her page with the contents to the side where she clicked on a contents item and the picture changed. I undertand how the conditional navigation works but not the initial setup with the table of contents. Could anyone help out how she did…
-
time mapping while importing the exported module
Hi all, I am trying to import data using the export file of the module which has weekly time scale. Every other dimension mapping is ok instead of the time mapping as the exported file has week as time dimension but the target has format of ddmmyyyy to ddmmyyyy. I am attaching the screenshot of the exported file and the…
-
Best Practices for FINDITEM on blanks [PLANUAL]
I was going through the PLANUAL and noticed this error. I think the formula is wrong. If majority items in a list are blank then it should be: * IF ISBLANK(Line Item) THEN BLANK ELSE FINDITEM(List, line item) Also, is it efficient to use ISBLANK() in conjunction with FINDITEM() OR a better approach could be using a…
-
Deploy mode
Hi All, I have deployed a model from development to Production and try to run a script for batch run from other source in production environment, the script was run successfully but data is showing blank? And when i tried to upload the same file manually in production, i am getting error as "Deployed ode is enable for this…
-
Azure blob connection Cloudworks vs ADO
I am trying to connect to Azure blob, the credentials work on cloudworks, but do not work on ADO. Has anyone else experienced this issue?
-
Anaplan to show warning sign for numbered list
When Ancestor List code and Grand Child Code in a numbered list hierarchy are same, Anaplan not throwing any warning error in the import (stating the code conflicts) instead it pass are success.
-
Better communication regarding platform changes
I'd like to request implementing a formal notification system for upcoming platform changes and updates. This would be incredibly valuable for the Anaplan community for several reasons: Real Impact Example:Recently (Sept 2025), an unannounced Cloudworks change restricted .csv000 file imports. This resulted in: Failed…
-
Enable User Input in Subsidiary Views
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: Let's assume I have a module with Customers & Products dimension and line items Volume (Input), Price (Input) and Revenue (Volume x…
-
Lease accounting software
I understand AnaPlan offers lease accounting software. There is IFRS vs. USGAAP difference on lease accounting, does AnaPlan offer solution to IFRS 16 only, or USGAAP ASC842 as well?
-
Change UX Page : Model Associations in Bulk?
I have a TEST model that is frequently re-created based on updates to the associated PROD model. Every time we create a new TEST model I need to go add it as a source model to each relevant UX page. Is there a way to select multiple UX pages and add the new TEST model as a source to all of them at once rather than adding…
-
Capacity Model
Hi I am fairly new to anaplan and this is most likely the most basic question but I have created a model that indicates the number of "working days" within a calender period - my aim is to get the number of Days in a particular month that we have available to work. I have created the below model to get number of working…
-
Sorting Composite Hierarchies in Anaplan – Including Parent Items
I'm working with a composite hierarchy list in Anaplan for P&L reporting. The structure includes parent items like "Total Revenue" and "Total Purchases", each with their respective child items (e.g., "Revenue from Sales", "Revenue from Miscellaneous", etc.). I've implemented a Sort Order property to sort the list, but it…
-
Anaplan XL replicate report to tabs
Can you please help me find the feature of Anaplan XL where I can replicate the finished grid to different tabs following a dimension(for example entity)? I was able to do this before but I am now having difficulty locating this function. Appreciate your help. Thanks, Elaine
-
Model Map - Exporting Functionality
While the Model Map functionality already exists in Anaplan, it becomes difficult to navigate when working with large models. I would like to see enhanced support for full export capabilities of the model schema (DISCO). This would greatly streamline documentation efforts and save time when capturing model status across…
-
Meet the Distinguished Talent Builder Graduates
We’re thrilled to recognize five standout individuals from the Anaplan Talent Builder Program—our Distinguished Graduates of Q1 FY26! These standout graduates were selected based on a point system that recognized achievements across multiple dimensions: certification milestones, workshop engagement, community…
-
Apply to Be Recognized as a Distinguished Talent Builder Graduate!
We’re celebrating graduates who’ve gone above and beyond in their Talent Builder journey! If you’ve shown strong commitment to learning, growth, and community engagement, we invite you to apply for Distinguished Talent Builder recognition. This recognition highlights individuals who exemplify excellence and community…
-
Why You Should Join the Talent Builder Graduate Network
By completing the Talent Builder Graduate Network form, you’ll help us capture your journey and inspire others in the program. Your story showcases the impact of your Talent Builder experience and helps fellow graduates see what’s possible. Celebrate Impact – Show how your new skills are making a difference in the real…
-
How has the Talent Builder Community helped you on your certification journey?
We’d love to hear how the community played a part in your success! Whether it was through peer support, mentor guidance, shared resources, or inspiring discussions, your experience can encourage others who are still working toward certification. Share how the Talent Builder Community helped you stay motivated and reach…
-
What’s something you’re proud of after completing the Talent Builder Program?
We’d love to hear your story! Whether you landed a new role, built your first model, gained confidence in your skills, or achieved a personal milestone, every win matters. Share what you’re most proud of after completing the Talent Builder Program and inspire others in the community who are on the same journey.
-
Dynamic Display by Language Selection
Problem Statement Ever wonder how to display your data in a different language format in Anaplan or simply just want to cater to language display options based on user selection? Step-by-step guide We need all the lists that require translation to be defined and it is best to have modules with definitions of each language…
-
Building a Center of Excellence
Overview Standing up a Center of Excellence is complex. There are many decisions to be made. Here are some of the materials to help get a basic understanding of building a CoE that are part of our CoE Success Accelerator Workshop. What is a Success Accelerator Workshop? Anaplan offers targeted workshops, Success…
-
Passwordless SOS Authentication
We recently noticed that users that have enabled passwordless authentication through Microsoft are no longer able to login to Anaplan via single sign on. After entering a ticket via Anaplan, it seems that this is a hardcoded platform parameter which specifies that authentication must occur through a password-based feature…
-
Error on Excel Add-In
Hi All, do you know why I receive this error when connecting a view through Excel Add-in? Thank you, Joana