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February 2026 platform releases and what’s next
Check out the latest Anaplan feature updates and enhancements in our February 2026 official release notes. There you'll find information on: User Experience Board Insights Panel Management Reporting on mobile Custom action buttons on mobile Modeling experience Four digit calendar Forecaster Holiday calendars UX pages…
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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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How to build a Polaris reporting model in less than two weeks
Author: Hanwen Chen is a Certified Master Anaplanner and Professional Services Sr. Manager at Anaplan. Over the past nine months, I have been involved in multiple Classic-to-Polaris conversion projects. One consistent requirement across these engagements is the need for scalable reporting solutions that support multiple…
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Discover how Anaplan turns complex workforce simulations into real-time insight
Author: Judee Dimapilis is a Certified Master Anaplanner and co-founder at Malaya Tech Consulting. Preparing for a major business launch is always complex, especially in the gaming and leisure industry where coordinating different departments, opening phases, and staffing requirements add another layer of operational…
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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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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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Issue with Scenario Mapping – Line Item Not Appearing as Mappable Dimension in Import Action
Hi everyone, I’m trying to replicate a UX setup where a user selects a Source Scenario and Target Scenario in the UX, and an action transfers data from the source scenario to the target scenario. I reviewed how consultants implemented this in one of our existing modules: They created two line items: Source Scenario and…
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Building a Cash Flow Model
Hi, I have started Building a Cash Flow Model for my Excel Spread Sheet and I need advice on how to decide the structure of my Model. So far I have made Module's made after the Yellow Tabs in my Excel Model and made the Line Items of my Modules the First Columns in my Excel Sheets (The things that I need to calculate and…
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Best Practice for Formatting Export Headers - Removing List Name Prefix
Hi Community, I'm looking for the standard best practice for formatting column headers in a module export. When I export a list and use one of its properties as a column label (e.g., the property Code), the exported header defaults to the "List Name.Code" format. To create a cleaner and more integration-friendly file, I…
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Provide a Native Anaplan Connector for Microsoft Power Automate
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: Anaplan currently does not provide a native connector for Microsoft Power Automate.In our enterprise environment, this is a critical…
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Time summary setting for a line item with "Formula" summary setting.
Hi All, I am currently working on a requirement to cumulate the value of a line item. For this line item I have opted for the Summary method - "Formula" but I dont want the overall total sum for this column; I tried to change the "Time summary" for this line item , but it is throwing me error - Invalid combination of…
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Export Metadata Response Insufficient to Perform Schema Validation
BACKGROUND For my outgoing data integration, I've configured export actions to not include the default list columns so that the csv doesn't contain columns which may be incompatible with BigQuery e.g. `G1 Market# - Display Name`. Instead in the export module, i've replaced these with a dedicated column which has a custom…
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Structure is what makes AI work: Next-generation decision-making in Anaplan
Author: Miki Sato is a Product Manager, Product Management Team (Data Management) at Anaplan. Earlier this week, our CPTO Adam Thier announced a set of AI-driven innovations designed to advance enterprise decision-making. Three products — Custom Analyst, Agent Studio, and CoModeler — are now generally available, and…
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New UX Filtering for Hierarchy sibling
I have A6 as the parent list and two sibling lists: A6.5 and A7. The A7 list includes an attribute that maps to A6.5. In the UX, the user will select A6.5 using a content selector, and the grid (dimensioned by A7) should display only the A7 items associated with that selected A6.5. Since the selector is a page context and…
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How to create a dynamic time list using a numbered list
Author: Tyler Beck is a Certified Master Anaplanner at TBLB LLC, and is currently a Team Lead at CVS Health. Use case A client requests a flat list for time that will change year over year and does not want to manually update the list, and does not want to use native time. Instead of creating a production list to update…
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When loading YTD data in import do not automatically clear the periodic data
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: When importing Amount data, the periodic_Amount field is automatically cleared. This should be optional so user has control over…
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Workflow tab
Why I don't have access to the Workflow tab ?
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Data Hub: Will multiple imports and loads at the same time slow it down or lock it?
If two spoke models pull data from the same Data Hub at the same time, will it slow down the Data Hub or cause any locking? Also, if the Data Hub is being loaded/updated with a different set of data while it’s sending data to two spoke models, will that slow down the Data Hub or cause any locking/issues?
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LDAPS Configuration
Hello, I need a way to route authentication credentials through LDAPS instead of LDAP. Customers have made changes in their security departments and now require all communication to go through LDAPS. Initially, we tried blocking the LDAP port, but unfortunately that caused ANAPLAN XL to fail. However, this is such a…
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Running IRR (IRR Calculation by Period)
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 IRR function in Anaplan is calculating the final IRR based on the entire cashflow over the timescale. We need it to calculate it…
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running irr
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: How often is this impacting your users? Who is this impacting? (ex. model builders, solution architects, partners, admins,…
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User Access Management: Part 3 - Practice makes perfect!
If you missed the first two articles in this series, read Part 1 here and Part 2 here. This is a detailed walk-through (and a downloadable link to a practice model!) that you can follow to get started on your UAM journey. Note that the examples here leverage the Bulk API for adding new users to models. If you have enabled…
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Filters on UX Page
Could not enable filters on UX page. Created Planning period Filter and apply filter on column is disabled. Any help on this
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Not seeing DATA02 SKU Volumes module in L2 Model Building Conclusion
I am being asked to import data into a module that does not appear in the model that I downloaded in the training, so unsure how to proceed.
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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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Workflow Template Groupings
It would be great if workflow templates can be grouped by admin, so I can filter on workflows that are related to the overall high-level process.
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Ability to Export Role Access by Page
For access reviews, it would very helpful to have the ability to export a view like below for all roles. The below screenshot shows page access for one particular role. For models with many pages and roles, there is currently no easy way to show access summaries to business owners.
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Anaplan XL Calculations
I am still now to the calculation of Anaplan XL, i would like to get the proportion in terms of value between child vs parent (within the hierarchy) For instance, i want to get the % of each 08S( child) vs the parent value (BL TS), i would like IN general a formula that give the proportion of child vs parent dynamically,…
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Board Insights Panel - Drag and Drop
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 newly released Board Insights Panel is a great addition to the platform. It would be nice if as a page builder we could take…
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FCR Feature Enhancement: Copy data form when using same as source option
User Feedback: We use the copy data form to delete those unnecessary data in the model. However, we observed that when “Same as source” is selected, the target slicer values do not become blank; instead, they remain displayed in the form. Although the calculation correctly ignores the target slicer values, this behavior…
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Current page filters and sorts are applied to all pages of multi-page exports
This item has been identified as an outstanding known issue. Issue Setting a current page filter or sort and then exporting this data to file, will apply the current page filter/sort to all pages of the data. Workaround Remove all filters/sorts, export the data, and apply the filters/sorts in Excel --- Internal Reference:…
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Enable Direct Integration Between DocuSign PowerForms and Anaplan
Currently, Anaplan supports integration with DocuSign templates to send documents via email and track signed responses back into the model. However, it would be highly valuable to extend this capability to DocuSign PowerForms as well. The proposed enhancement would allow administrators to publish a PowerForm link directly…
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Create export template for Anaplan users to import using months
Author: Tyler Beck is a Certified Master Anaplanner at TBLB LLC, and is currently a Team Lead at CVS Health. Use case An end user needs to export a template from Anaplan using Months as the time period in columns, and qualitative data in rows. When the template is exported as a CSV file the years in the dates turn to days…
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Export Action Notes
Export Action Notes 1. Purpose of the Export Action What it does: Describe why this export action exists. For example: "This export action allows users to extract specific data from the Anaplan model into an external file for further analysis or reporting purposes." Who uses it: Identify the intended audience. Example:…
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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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Result from ISNOTBLANK() is not aligned to LENGTH()
Hi Anaplanners, I have encountered this super weird situation where I am using ISNOTBLANK() formula to identify if there's any characters in my Parent Reporting Sub-Segment (PRSS) column, but some rows (see ss below) is showing ISNOTBLANK() = TRUE even when there's no inputs. When I tried to troubleshoot this with LENGTH()…