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August 2025 platform releases and what’s next
Check out the latest Anaplan feature updates and enhancements in our August 2025 official release notes. The information below offers supplemental information to that post. Planning experience Multi-browser tab syncing When changing context or data on a UX page, you can now view real-time data updates across up to five…
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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…
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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…
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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…
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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…
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Guiding users through the UX best practices — Event recording available!
In July, we hosted a challenge inviting Community members to share their best practices on guiding users through the UX. We shared prompts with the Community to get members thinking about how they how craft the user journey through the app. Yesterday, we held an event highlighting the responses we received from the July…
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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…
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Design standards for a superior user experience — Part 2: UX page standards
Author: Aaron Overfors is a Certified Master Anaplanner and Principal Architect at Spaulding Ridge. In my first article, we detailed how to create a robust design for the user experience; now comes pulling it all together and building the actual pages! We will examine the concepts and ingredients of a strong page to focus…
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Event recording available: Workflow In Anaplan
If you missed our spotlight event on Workflow, a recording is now available. Anaplan's Elizabeth Schera, Allison Slaught, and Chris Stauffer share insights and strategies to optimize your processes. The session explores how Workflow can support more scalable and intelligent process automation by comparing two different…
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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…
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Design standards for a superior user experience — Part 1: Effective dashboarding
Author: Aaron Overfors is a Certified Master Anaplanner and Principal Architect at Spaulding Ridge. A strong user experience is the key to almost every Anaplan solution’s success. A well-designed Anaplan model that scales, performs well, and is easy to maintain will become shelf-ware without a thoughtful, purposeful user…
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Excel date format for February 2030, 2031 and so forth don't align with Anaplan format
Hello, I’m running into a recurring issue when importing CSV files into Anaplan, specifically with dates in February for the years 2028, 2029, and beyond. Here’s what’s happening: In Excel, the date format is set to Custom (e.g., 2/26/2025). When imported into Anaplan, the date is interpreted as 26-Feb, where: Month = Feb…
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Export Hierarchy even we don't have child's assigned to parent
Hello @community members, I am encountering an issue while attempting to export hierarchical data to downstream systems and would appreciate any assistance. Current Scenario: I have a hierarchy consisting of 6 levels(A0, A1, A2, A3, A4, A5, A6). Upto the A3 level hierarchy is well defined. However for A3 level I have 100…
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How do I read CreatedDate in Audit export?
In Audit export I see createdDate=1757597543000 . How do I interpret this number? What date / time is it?
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L1 Model Building 8.5.3 Activity: Import Data into Volume Inputs Module
Hi Everyone, Could someone please advise how to map this data in L1 MB activity 8.5.3. Please see the screenshot, I have tried time with Column header and then mapping time values manually in the time tab but it fails to map all values ( 36 values failed) Many thanks in advance.
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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…
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Share your data integration best practices — September 2025 Community Challenge
We’re excited to launch our September 2025 Community Challenge, focusing on one of the most critical aspects of Anaplan success: data integrations. Whether you’re just getting started with CloudWorks or Anaplan Connect, or you have built advanced orchestrations using APIs and Anaplan Data Orchestrator, integrations are at…
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Ability to Show Dimension Headers
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: Below table is an example from a fictional Position Planning application. The left column shows items of a dimension called Position.…
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Error "No current transaction manager" during data import
Hi Community, I ran into an error while manually importing a CSV file into a module in Anaplan. The error message displayed is: "No current transaction manager" Has anyone experienced this issue before? Thanks in advance for your help!
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Level 2 Sprint 2 2.3.10
Hi, as a result for the first question (2.3.10) I have the answer 71.34 but it should be 73.48. I don't seem to understand where I made a mistake. Could anyone help me out please? - DEM01 screenshot 1 (DEM01) - DEM02 screenshot 2 (DEM02) - DAT03 screenshot 3 (DAT03) - Formula: IF 'SYS01 Time Settings By Week'.'1st Forecast…
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Need Help: Import Updates Only Specific Combinations Without Erasing Others
Hi Anaplan Community, I'm facing an issue while importing data (text details) into a module that has two dimensions: "Unique Line ID" and "Organization x Site". The source file is based on a numbered list. It includes text-formatted columns (line items) that contain the names of the "Unique Line ID" and "Organization x…
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API request exceeds limit
Hi, Since last one month we are facing a lot of Integration failures mostly a wake up job is failing (which is a dummy blank action to keep the model alive). We are getting the Error HTTP:429- API request exceeds maximum limit of 600 request per minute. From the process prospective it should not 600 Actions running in a…
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Disclosure Management Issue
Hi Team i'm facing the challenge with table format and data formats altering in Disclosure management word after refresh. Can someone help on this formats issues
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GL Mapping Update Without Impacting Historical Periods
Hi Everyone, I have a module that is dimensioned by GL Account and a P&L Line Item subset, which is mapped to the GL Account. I’m looking for a way to ensure that when changes are made to the mapping, they only affect the current and future period numbers—without impacting historical data. Ideally, this should be done…
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New Idea - Tenant Log - Workflow Deletion Records are not captured
We have recently identified a potential issue in the Anaplan platform related to workflow deletion not being captured in the Tenant Audit Logs. While the creation and modification of workflows are being appropriately logged, we have observed that deletion events are missing from the audit trail entirely. This gap poses a…
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New UX: Ability to Hide Parents for Fields Drop-Downs
Hi Team, Being a page builder it would be great to get ability to hide parents for list formatted Field card items and reflect the lowest level of the hierarchy only. See an example, here we have 6 levels of hierarchy, for some cases, I would prefer to show the lowest level (L6) only to make it more readable and convenient…
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When deleting a formula from a module I would like the data in the module to also be deleted.
When deleting a formula from a module I would like the data to also be deleted/removed from the module. I realise the data can be removed manually by selecting the data in the module and pressing delete, but in a module with many thousands this is a time consuming process, particularly as Anaplan only allows deletion of…
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Prevent end users deleting a list item when using Worksheet in UX.
Hi, I have a worksheet for end users to enter new hires into, for which the list item which persist across versions. I am having an issue where the end user can delete a list item using the grid functionality because the Current Version value is blank, but I want to prevent them deleting them (as data will be lost from…
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RANKCUMULATE not working when adding additional dimensions to module
I have an issue where I am getting the expected result from RANKCUMULATE when using one dimension, but when I add an additional scenario dimension to the module, it doesn't calculate the way I'd expect. Here are some screenshots to explain the case: Module 1 - calculates cumulative total for list items in list "Age"…
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Importing error (date formatting)
The following is because I have been having issues completing the Anaplan Training Level 1, considering that when I try importing into a module I am receiving errors when the dates are presented as YYYYMM. Even when I select the custom format for the dates in the column headers when mapping the data, I receive the same…
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import monthly data with months in columns
is there a way to import data with months in columns (usual excel table view)? I have to transform the data so there are rows to cover each period in the upload data form, but I am wondering if there is a better way to just import the data as is with the months in the columns. please let me know what you think. thank you,
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Multiple Roles to a single User
Hi, of what I know, it's not yet possible in Anaplan to set multiple Roles to a single User within a model. This would be a very useful enhancement, since it's very often asked from customers. User A —> Role 1 User B —> Role 2 User C —> Role 1 and Role 2 In this moment the workaround is to create a different Role for User…
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2.3.9.2 Update Historic Volumes for Baseline Forecast
Hi I am having trouble with the formula creation ,Please help I am using the below formula : IF 'SYS01 Time Settings By Week'.'1st Forecast Year?' THEN OFFSET(Volumes,-52,0) ELSE IF ('SYS01 Time Settings By Week'.'2nd Forecast Year?' THEN OFFSET('Offset Volumes for 1st Forecast Year',-52,0) ELSE 0 I am getting an error as…
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Can we disable Create page button from the UX page
I want to disable the [create page] button for the end user from the dashboard. The end user can create a page or worksheet to link to the module to edit the data. can anyone please give some suggestion? Thx…
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Select Edit Cell data at Line item level on UX Settings
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 Anaplan UX, when building grids or cards for end users, the current "Edit cell data" setting applies to the entire card. This…
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New UX: Restrict Editing on Field Cards
Can't find this as an existing idea! It appears that Field cards are always editable. I find that Field cards sometime make more sense when added in a bunch (compared to KPIs) and also look better to show some System Mapping fields. However, it is not ideal that the users are able to change these mappings. Can we have the…
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Anaplan XL Reporting
Hi all, Is there any way I can replicate this in Anaplan XL Reporting? I have 2 modules, the first one contains the numerical data on projects and region dimensions. The second one has the project property, which is the area each project is applied to. In the module view, I can nest the region, project, and filter to only…
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L2 Model Building - Sprint 1 1.4.3.2 Import Data & Add Formula
I cant for the life of me figure out how to map this part. I think i have tried every combination without luck. can someone please explain to me how to map this import?
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Remove Disabled Users from Consideration under LMR
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: It has come to my attention that disabled users continue to count against a license under LMR. This has been confirmed by support. As…
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Show or hide item from LIS is possible?
Hi, Is it possible to show only override items from line-item subset on NUX context selector? In backend we are using all the P&L items for the calculation but need to show only override items on NUX. Is it possible? Any help much appreciated!
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Batch Script
Hello team, I am logging into Anaplan through SSO. I would like to create a batch script to import a file into Anaplan. For the Spoke model, I would like to run an process via a batch script to import data from the Data Hub. Can anyone provide me script for both the condition.