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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…
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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…
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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…
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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…
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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…
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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…
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How I Built It: Dynamic driver-based planning
Author: Chris Allen is a Certified Master Anaplanner and Manager at Allitix part of Accenture. Hi Anaplan Community! This ‘How I Built It’ video shares a dynamic feature to toggle between different planning methodologies corresponding to different lines on the P&L for driver-based planning. It's a feature that can be…
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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…
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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…
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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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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…
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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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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…
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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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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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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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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…
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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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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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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…
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Import into new User subsets
Super excited about User Subsets. However, we will need the ability to import into the user subset to make it useful. Another potential workaround would be the ability to use roles to auto populate the subset.
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Under the hood: A deep dive into the Anaplan FCR Consolidation Engine
Author: Grégory Ponce is a Senior Principal Product Manager at Anaplan. Ever wondered what really happens when you click "Run ALL" in Anaplan's Financial Consolidation and Reporting (FCR) solution? It’s more than just a single action; it’s a precisely orchestrated sequence of procedures that work together to transform raw…
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Level 3 - Ask the Stakeholders - Establishing Sales Targets
Level 3 - Ask the Stakeholders Establishing Sales Targets Process Questions This forum is for asking the stakeholders of the Unicorn Candy Company questions about the Establishing Sales Targets Process. The Anaplan Academy team will be monitoring this forum during US Central standard business hours. Please allow up to 3…
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Enable Excel-like Date Filtering in Anaplan
1. Idea description Enable Excel-like filtering for Date fields in Anaplan.Currently, Date filters only support conditions (e.g. equal, between), requiring manual input.It would be helpful to have a value-based filter where users can select specific dates from a list using checkboxes. 2．Example of enhancement In Excel,…
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Anaplan 101
I'm currently working on optimizing our business planning processes using Anaplan. Given its robust real-time data integration capabilities, I'm looking for practical solutions to efficiently manage complex planning models across various functions such as finance, sales, and supply chain. What are some best practices for…
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Configure the four-digit year at the line-item level
Hi, Four digit year setting should be enabled at more granular level. Option to choose the four-digit year at the line-item or format level, rather than at the global Time settings, in order to avoid changing the entire app.
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Source Model Bulk Changes for New-UX Apps
It would be very useful to have an option to change the model at the App level. Currently, we need to switch models individually for each page, even when they all belong to the same model. Instead, there should be a way to change the model once, and have that update applied across all applicable pages within the App
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Chatbot - For community Users
It would be very helpful to Adding a chatbot to the Anaplan Community could make it much easier for members to get quick answers to common questions, clarify doubts, and even be guided toward the right resources without waiting for human moderators.
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FCR: run calculations over multiple months
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…
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Anaplan Access (Beta). Build Guide for Page Builders.
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.
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3.4.3 Activity: Create Country Summary Module
Hi, I have a doubt in level 2 sprint 3.4.3 Activity: Create Country Summary Module I did the following :- Step 1 → Created a new column "Country Made in" in SYS08 SKU details Step 2 → Wrote a formula Parent(Supplied By) to bring parent of the location i.e. country in "Country Made in" column Step 3 → I have written the…
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"Clear target prior to import" feature has been changed?
Hello folks! We are facing a problem with our existing imports. It's set up to clear target prior to importing the data, and in the past, accidentally, the line item mapping tab has been set to clear All Items. Until last week, the import was cleaning only the mapped line items, but now it's cleaning literally all line…
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Anaplan Level 3 User Story 1.11
"Regarding User Story 1.11: Should the module dimensionality be restricted to the Account level, or is it a requirement to include the Product grain as well?"
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Clarification on Lesson 7 Screenshot Submission
The instructions mention uploading three screenshots, but I mistakenly understood that there would be three separate submissions. As a result, I only uploaded one screenshot Could you please advise on what I should do in this situation? Should I send the remaining screenshots via email to Anaplan, or should I wait for the…
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export and filter button
Hello, I have a table displayed on a UX page, and I would like to add an export button that allows users to export the data exactly as shown in the table. Ideally, the export should reflect: applied filters sorting any user selections or context Is there a way to export data dynamically from a UX table so that it matches…
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Export Model Map to PDF/Excel
Capability to Export Model Map from Contents page to PDF/Excel.
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FCR: Intercompany Matching Report Not Reflecting Results
We would like to ask about an issue with the Intercompany Matching Report. We have executed intercompany matching; however, the results are not being reflected correctly in the report. We have outlined the steps we implemented below and would appreciate it if you could advise whether anything is missing or incorrect in our…
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FCR:Questions about Workflow Process Log Specifications (Retention / Display Limits)
I would like to ask about the specifications for the Workflow Process Log. Background We have confirmed that the Process Log, which can be viewed via Explorer > Workflow > Process Log, is no longer visible after a certain period (approximately 3 months). However, we have received feedback from users that this retention…
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Anaplan Level 2 Sprint 3 lesson 3.3.5.3 Check you work at All Products level in INV01 module.
Hi All, In the Anaplan Level 2 Sprint 3, lesson 3.3.5.3 Check your work , in INV01 Inventory Ordering module I am getting the individual product values for all line items correct like beginning and ending inventory whereas at All Products Level I am getting Beginning inventory and Ending inventory wrong. Please help. Have…
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ADO writeback functionality to Google BigQuery
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: I currently have a CloudWorks integration that exports data from my model to a Google BigQuery table daily. Due to an issue in…
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Time Filter on Custom view in My Pages
I have difficulty with “Custom views” in Activities 13.6.5 and 13.9.3 where I select Custom View but cannot Filter Time Dimension. The instruction is "Filter: Time - show only Forecast Months" Could anyone please help on this issue.
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Search function for support portal
To have a list of solved issues & requests is great, because we can learn from it. But to find a ticket of an issue that has occurred before, I need to perform a search with keywords over the list of tickets (on the support page of portal.anaplan.com). There is a Search field on top of the page of my case logs, but that is…
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L1MB lesson 8.5.3 Activity: Import Data into Volume Inputs Module; How to set time on months only
I am trying to set the model in Time to be only months and remove Quarters and FY. For example the course structure example is the following: Although my results include Q and FY: I already tried changing the summary and leaving none for time Time Summary, all it does is to leave it blank, but still showing.
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UX: Wrap Text to accompany long list item names/display names on Standard Row Size
I would like the ability to wrap text in list member name or display name, especially when its pivoted into rows. On my views, I pivot multiple dimensions into my rows. I would like to keep the "row columns" small, since they aren't a huge value add. The problem here is that the list name gets cut off. There is so much…
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Additional Sections on Worksheets
The open and close cards from the insights panel is great functionality. My ask is the ability to have more cards expanded. For example, I would want the main grid, and 2+ secondary grids expanded at once. This impacts all end-users.
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Dynamic Card Sizing - Boards & Reports
There should be more resizing options in the UX. It would be nice if Page Builders could control the default, and end-users can dynamically adjust. Idea 1 The ability to resize the grids/graphs/sections on the fly. I imagine this similar to when a second card is expanded on a worksheet, the user gets the ability to change…
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3.4.4 Activity: Create Stock Exceptions Review UX Page
Hello Everyone, * Stock Exception count by product SKU and total for the parent Product at monthly, half-year, and year time periods. Can anyone please help on this? I am not able to upload data on SKU level in UX page. Thanks
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How I Built It: Flagging hierarchy list levels
Author: Timothy Peterson is a Certified Master Anaplanner and Senior Delivery Associate at Spaulding Ridge. Greetings Anaplan Community! Hello and thank you for checking out my ‘How I Built It’ tutorial. In this video, I will showcase how you can leverage ratio and formula summary methods to flag different hierarchy list…
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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…