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2025 Certificate Maintenance for Certified Master Anaplanners
The 2025 Certified Master Anaplanner Program has begun and there's incredible opportunity for 2025 Certified Master Anaplanners (CMAs) to demonstrate their thought leadership, technical expertise, evangelism, and mentorship capabilities across the entire Anaplan Ecosystem! At their core, a Certified Master Anaplanner is…
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Calculation Effort column for Classic Engine
In the world of Anaplan modeling, performance is key. Slow model calculations can be a major bottleneck, impacting productivity and decision-making. But what if you could pinpoint exactly what’s causing the slowdown? Enter the Calculation Effort column — a powerful new feature designed to help you identify and address…
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Share your ALM best practices — March 2025 Community Challenge
Today, we’re kicking off our first Best Practices Challenge of 2025! This challenge series is an opportunity for Community members to share their expertise on a specific topic, exchange ideas, and learn from one another. This time, we’re focusing on Application Lifecycle Management (ALM). What is your overall approach to…
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Recording available: Understanding the new Customer Care Portal
If you missed our event today, Understanding the Customer Care Portal, a recording is now available. In this event, I provide a demo highlighting the value of the new comprehensive case visibility, self-service tools, and dynamic case submission form to reduce resolution times. Topics covered include: Seamless access to…
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Survey invitation: BPM Pulse 2025
Advocates, we invite you to influence the research behind BPM’s Vendor Landscape Matrix for business performance management by contributing to the 2025 BPM Pulse. Survey is open to current Anaplan customers for completion by April 30, 2025. Respondents opting for the shorter, 5-min vendor ranking will receive an Amazon…
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Adjusting CloudWorks Integration Schedules for Daylight Saving Time (DST) Using Postman
Intended Audience Level of Difficulty: Intermediate Requires familiarity with APIs and Postman Resources Required: Internal Expertise: IT Developer / API User Tools Needed: Postman, CloudWorks Access Requirements: CloudWorks, Postman, Anaplan Integration Admin Estimated Level of Effort (LoE): Low Approximately 1-2 hours…
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Adjusting CloudWorks Integration Schedules for Daylight Saving Time (DST) Using Python
Intended Audience Level of Difficulty: Intermediate Requires familiarity with APIs and python scripting Resources Required: Internal Expertise: Python Developer / API Expert Tools Needed: Python, CloudWorks, Code Editor Access Requirements: CloudWorks, Anaplan Integration Admin Estimated Level of Effort (LoE): Low A few…
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February 2025 platform releases and what’s next
Check out the latest Anaplan feature updates and enhancements in our February 2025 official release notes. The information below offers supplemental information to that post. Integrations and Extensibility Create a transformation view directly from a source dataset in Anaplan Data Orchestrator On the Source data page, a…
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Connecting Anaplan Connect to Snowflake Using JDBC Driver with Java 16 or Higher
Addressing JDBC Driver Compatibility Issues Intended Audience Level of Difficulty: Intermediate Requires some familiarity with APIs, scripting, or database concepts Resources Required: Internal Expertise: Data Engineer/IT Admin/Integration Admin Tools Needed: Anaplan Connect, Snowflake, Notepad Editor Access Requirements:…
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Start small to achieve larger implementation goals
Author: David Edwards is a Certified Master Anaplanner and Associate Partner at Columbus Consulting. Whether you are an Anaplan customer or implementation partner, it can sometimes be difficult to convince business stakeholders to invest in large digital transformation initiatives. This is often the case when positioning…
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How I Built It: Effective project-based planning
Author: Soumya Bhattacharya is a Certified Master Anaplanner and technology consultant at Accenture. In this ‘How I Built It’ tutorial, I show how Anaplan can be used to demonstrate effective project-based planning. Also, how integrating a custom workday calendar can enhance the flexibility and accuracy of your planning…
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Aggregation of text and images in Hierarchy Charts
When Hierarchy Charts were introduced to the Anaplan UX, their popularity grew very quickly. The power of the intuitive visual representation of business hierarchies, and the simplicity of setup, combined to fuel substantial adoption by hundreds of our customers. At its’ simplest, the structure of a hierarchy can be…
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How I Built It: Time and Version filters
Author: Stacey Gibbens is a Certified Master Anaplanner and Solution Architect, Financial Planning & Analysis at Globe Life. Greetings, Anaplanners! Today I’m excited to share my ‘How I Built It’ tutorial on minimizing import/export toaster time by utilizing time and version filters on source data saved views. In my video,…
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Share your insights: model archiving and deleting in Anaplan
The product and UX team at Anaplan is seeking your feedback on your current experience archiving and deleting models in Anaplan. We are looking to capture your feedback on how and why you archive and/or delete models, and understand where the opportunities for improvement are. Please complete this survey by COP Friday 17th…
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Share your feedback: modeling experience (deadline extended!!)
The product and UX team at Anaplan is looking for your feedback on your current modeling experience, specifically focused on building an appreciation for the challenges you face as a model builder in Anaplan. This survey is designed to capture this detail, so that we can explore how to simplify and accelerate the modeling…
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December 2024 AnaplaNation Group Meeting Recap on Model Optimization Best Practices Part 5
Hi Group Members, We hosted our December group event on December 17, featuring a presentation on Model Optimization Best Practices Part 5: Calculating with the Fewest Cells for Optimized Model Performance. The presentation materials are available below: Guest Speaker: Mark Lawrence Del Mundo Model Performance Specialist,…
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I was working on Profit and loss module in Level-1 Model building course.
Hi All, Can anyone please help me with this issue, I was working on Profit and loss module in Level-1 Model building course. The results i am getting after adding the formulae are different from the screenshot shown in course. Can anyone help me with this. I have spent quite some time trying to solve but yeah no use. This…
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Microsoft Edge - Bad Message 431
MS Edge is our preferred Chromium browser. Over the last couple of weeks we have started to receive a Bad Message 431 error when we try to relog in to expired sessions. Has anyone else experienced this change? Has anyone identified a fix?
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Limits
I need to reproduce a table of limits like in Excel. Where the limits are input fields that can change over year. How do I build this image of Excel in Anaplan? One of my problems is that the real limit is an input field but I also need to put a color between my limits. Help?
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Save a custom palette of colors for use in UX pages
Most companies have brand-specific colors they use for fonts, icons, logos etc. When implementing building pages in Anaplan I attempt to use their colors where possible (and reasonable). UX page builders can currently pick from a set of colors for body text fonts, or even specify the hex value for a specific one (which is…
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The beauty of simplicity: any level of selection in a hierarchy
Author: Hanwen Chen is a Certified Master Anaplanner and Professional Services Sr. Manager at Anaplan. Use case This is an interesting use case. One of our customers wanted to be able to include/exclude any list item/member in any level of a hierarchy to/from a group. The customer calls the group “Domain”. Domains are used…
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Creation of sub-categories within Categories in New UX
There are some scenarios where there is a need of contextual grouping of pages at more detailed level. Currently, we can different categories and group the pages together as per the functional areas. There is also a need of an option where we can create sub categories within a category for grouping of some pages in a more…
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What are good books to read for a customer about to install/use Anaplan for forecasting.
I am taking all the free online courses I can find. There is a book "Anaplan A Complete Guide 2021", is a newer version available, soon? Is it worth buying? What about Anaplan - "Complete Self Assessment Guide"…or will this be covered in our kick off meetings with Anaplan staff? Any other recommended Books/Resources, other…
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LOOKUP Problem!!!
Hello community, I am going through something with Lookup formula as below. I have a module (say module1) dimensionalised by Account list with Account code column. I also have a List (say list1) with account code, employee code and names. In the module 1, I have created line items for employee code and name. For which I am…
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Email Notifications
Hi, I'm tenant admin for our organisation. Our users run a lot of PDFs out of Anaplan and we decided to turn off email notifications by default to save each person having to go into their notification settings to amend the export to PDF toggle. However, there are some users, who need email notifications on, for example…
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Data integration and scalability: A framework for model assessment and optimization
Author: Avnish Goel is a Certified Master Anaplanner and Founder at ScriptStory. Recently, I led a model assessment initiative to identify suboptimal design elements in the data architecture for a leading investment banking firm. The project involved analyzing source systems and Anaplan models, leveraging both Anaplan best…
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YTD / YTG Functions
Hi All, Looking for a bit of guidance here, around YTD / YTG functionality, do people tend to use the elements that are shown in the model calendar, or do they do in a different manner and if so how? I would appreciate any guidance and pro's / cons that people could advise. For reference, we don't use native versions,…
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Native User Filter on Module
Hi Anaplan Community, Good Day! Can you help me solving the user filter saved view on module. My goal is to have an import process where the user will use and the only data that will transfer is their account entry. I will be using the native user as line item on this report: I created an additional module to use as a…
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Module line item formula = another module line item value. But failed
When I use the following as formula of a line item in order to assign the value of another module line item to it: 'CAL01 KISO Prelim Summary - v3'.Direct Fixed Cost or MONTHVALUE('CAL01 KISO Prelim Summary - v3'.Direct Fixed Cost) It gave me a value equal to 52 times of that month's Direct Fixed Cost value. Is it…
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Level 2: Sprint 2: Error while running the 9 Import data from HUB for Importing Import Opening Stock
I may not be clear because I'm using a translation tool to convert Japanese to English. I'm in a lot of trouble and need your help. The problematic area: level 2 sprint 2.3.9.2 When I try to execute Process 9. Import Data from the Hub according to the instructions, I get an error as shown in the third image. Please tell me…
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I would like to know the maximum amount of data that can be imported into a module from a CSV file.
What is the maximum number of rows and columns a CSV file can be imported into the module when viewed as an Excel file?
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Retain the column sizes for 'My Pages'
Issue: When building dashboards for users, we ensure column widths are consistent across all columns. However, users often filter data and adjust column widths based on their specific needs. They can save these adjustments in a Personal Copy, but upon re-login, the column widths are reset, requiring them to manually resize…
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Balanced vs. unbalanced hierarchies
One of the foundational elements of any Anaplan model is hierarchical lists. When creating hierarchies there are two basic choices: balanced or unbalanced. In this article, we'll look at the differences between balanced and unbalanced hierarchies, areas where they behave differently in Anaplan, and some questions to…
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How to ask great questions in the Anaplan Community
Author: Seyma Tas is a Certified Master Anaplanner and product owner at Caliber Collision. A guide to help you get the answers you need The Anaplan Community is an incredible resource to share knowledge and get help. To get the best answers quickly, make sure you ask clear, well-crafted questions. Here are some tips on how…
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2025 Recertification update
We're working on enhancements to the certification program, focused on further elevating the quality and credibility of our certified professionals. These improvements will highlight the expertise of our super users to provide a distinct advantage in the competitive market. We expect to share more details in the spring of…
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ADO Navigation - Share your insights !!
We are looking to capture your feedback on the usability and find-ability of the new navigation system compared to the old one. The goal is to evaluate how the new system performs in comparison to the previous one, especially as the ADO architecture evolves with new features and options. You don't have to currently use ADO…
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Modify API data limitation for Excel Extensions
Some customers have dimensions/lists with more than 1,000,000 list items. When leveraging Anaplan's options for connecting Excel to an Anaplan Module, the user will usually filter the selection (and the user may be limited to a subset based on Selective Access), so the user will not need the full data set. Unfortunately…
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"Level Mismatch on Common Dimension" Error when Changing Parent of List
Originally we had A1 Expense Group, A2 Expense Category, and A3 Expense Account. We added A3 Subcategory and changed the naming of A3 Expense Account to A4 Expense Account. We have been unable to change the Parent of A4 Expense Account to be A3 Expense Subcategory. Attempting to change this gives the error "Level Mismatch…
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Conditional Formatting in Graphs/Charts
Hello, I am working on a project that requires conditional formatting for a graph, such as orange for bottom 10 products and blue for the top 10 selling products. Is it possible in Anaplan or is there any workaround for this? Please see the attached picture for a sample graph I want to create. Thanks
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how to add workspace to user in Admin in Access Control - Assignments
Hi everyone i have encounter today as an admin in Anaplan. one of the user has no access in one of our workspace. this is the users access under Users-Internal-Workspace. but upon checking in Access Control - Assignments, FP&A is not selected.
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Bulk copy
Can you set up a bulk copy between models? I have two models. One is a stand alone Financial Forecast with numbers adjusted in various modules and saved views. The version in that model is named the working forecast. The other model is our main Financial Forecast and I have created a version specifically for the data to be…
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filter time periods in list drop down
I'm attempting to show the 'remaining' months eg everything after the current period in the time settings - is this possible ? or would I need to create a fake period list?
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How does this new fluence/Anaplan disclosure management work?
I want to understand on how I can get access to new fluence/Anaplan disclosure management Is it part of the license? Also can multiple users work on a single report at the same time using this tool?
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I need to build a Slope and intercept formula where my X values are dates.
I need to build a Slope and intercept formula where my X values are dates. Like in the screenshot. Since in Anaplan (the normal build) way we calculate by using the formula as mentioned. How to convert dates into number format or otherwise how can we achieve the same Example :
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11.3.4 Activity: Add Formulas to Profit & Loss Report Module
Hello everyone, on my activity, the totals for the other expenses are not populated as the same with the should be result in the activity. Here are some screenshots. This is my model: This is the should be: Any solutions to this? Thank you
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Multi Selection
I would like to ask for a new functionality within Anaplan that could really ease our work with Anaplan. And that is multi selection. I see two ways how to apply multi selection, both very helpful: 1. Multi selection for context selector. Once the dimension is displayed as "Context/Page Selector", it would be great to have…