-
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…
-
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…
-
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…
-
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…
-
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,…
-
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…
-
Fiscal Year 2025 and 2026
I am trying to configure Week 52 for the year 2025 to span from December 20th to December 31st and Week 01 for the year 2026 to cover January 1st to January 9th. Despite my best efforts, I haven't been able to find any articles or resources that provide guidance on setting up a customized fiscal calendar in this manner. I…
-
Create a Mekko chart in Anaplan
Hello Anaplan Community, I’m interested in creating a Mekko chart within Anaplan, but I’m unsure if it’s possible. I’ve read several articles but haven’t found any examples or guidance. Has anyone here created something similar? Thank you!
-
Time filter settings
i have a time settings module dimensioned by time and version. I need to check for months and years in one line item. Is there a formula i can use that will only allow me to tick for months and year and exclude Quarter?
-
Certified Master Anaplanner Exam Study Guide: Essential Anaplan Topics
Certified Master Anaplanner Exam Study Guide: Essential Anaplan Topics The best way to hone your expertise is practical experience. Being a certified solution architect is the first step, but we recommend one or more years of hands-on experience using Anaplan to uncover all you can do with the platform. Training can also…
-
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…
-
User-Access reminder, Modules,List,Action
In our COE, we've frequently observed that model builders unintentionally overlook assigning access to modules, lists, and actions after completing development. This often leads to delays and confusion during UAT and post-deployment phases. To mitigate this, we propose implementing a notification functionality that serves…
-
i want to know different business use case in banking and payments for anaplan .
I want to know and understand different business use cases in banking industry for anaplan . How can we use it in banking and payments ? If financial planning , what kind of financial planning and how the end to end business use case can be broken down . Please suggest also rough idea for modelling required for the use…
-
Configurable default selection for context selector
I recently had a question from a client who asked if it was possible to set a default list member (or the top level of a list, eg. all products) as the default for the context selector at the top of a page. They wanted to be able to select a particular layer, list member or top level of a list and always have it revert…
-
Macroeconomic Variables
Hello Community, Is there a way to source into Anaplan for modeling purposes forecasted/consensus macroeconomic variables such as GDP, benchmark rates (Fed Funds, SOFR), Unemployment, etc? Thanks! Daniel
-
filter only one or more parent
Hi, I need help. I have a hierarchical Line Item Subset (LISS) in my model. Sometimes, I want to select a parent item directly in a filter, so that only the parent is displayed — not its children. The challenge is that on a LISS, I cannot tick a parent in a module (since Anaplan only allows selecting child items). I tried…
-
Convert anaplan date format
The default date format in Anaplan is mm/dd/yyyy. How do i change the date format as dd/mm/yyyy. For example, In my source file the date is 7/12/2020 which is dd/mm/yyyy. I would like to maintain this format in anaplan. If i reference the date 7/12/2020 in my period formula the output should be Dec-20 and not Jul-20.
-
Native version Limitations
I have created a time settings filter with native version as a dimension. I am suppose to tick true for all the actual months. In Actual version the actual months will be until Aug 20 (because my current period in model calender is Aug 20). A switchover is applied for budget and forecast which is at Feb 20 and Sep 20.…
-
Register for our October 29 platform release webinar!
Anaplan's next quarterly platform release webinar will be held October 29, 2025 at 8 a.m. Pacific Time. During this session, we will explore the latest features so you can optimize your Anaplan experience. Our expert-led session will equip you with a practical guide and live demonstrations to help you get the most out of…
-
Enable MFA for External Exception Users & Allow Multiple SSO Configurations per Workspace
As an Anaplan tenant admin, I want to enhance security for external users who are added as SSO exceptions by enabling Multi-Factor Authentication (MFA) for their accounts. Currently, these users authenticate with only a username and password, which poses a security risk. Additionally, I request the ability to assign a…
-
Is there not a way to disable or not show Source Module on a Card?
Seems like the New UX is still missing the functionality to toggle on or off the ability for an end user to open up the "Source Module" from a card on a page. This was easy to control in classic dashboards but seems to not be possible to configure now in the New UX.
-
Formula to return Connection details...
I couldn't find any formula to do this, but I want a way to put on the page/grid the connection details. This is so I know what connection I'm in rather than going into Connections details to see it. Is there an XL3 formula to return this value?
-
Managing the Buckets Whiteboard
I am doing anaplan way and I got stuck on the 5th Lesson where its asking for Upload a photo of your completed Managing the Buckets Whiteboard activity. Can anyone please help me how to do this
-
I am getting error while submitting the assignment,please give me suggestion.
Please suggest why it is not taking submit.
-
Alternative of Rankcumulate
Is there an alternative to using RANKCUMULATE in Anaplan for cumulative ranking by group? The model's performance is impacted due to the use of rankcumulate. I'm looking for a more efficient approach or best practice to achieve cumulative ranking within groups without degrading performance.
-
Resolve Workflow Capacity/Performance Issues
We have been excited for the workflow process to be released. Now that it has been released, we were excited to implement it in tandem with a new model that would use the notification feature quite heavily for our approval process and to get a feel for how to best implement it in our existing models. During the development…
-
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…
-
Excel Add-In OLE Action
Hi All, I wanted to see if anyone has been encountering this issue with the Excel Add-In. Oftentimes members of my team will go into Excel, log into the add-in, and then the whole Excel Application feezes. It freezes for a few minutes and then comes up with a message box saying "Microsoft excel is waiting for another…
-
Anaplan Workflow Advanced: Intelligent Routing
Workflow Advanced extends Anaplan's workflow capabilities with sophisticated features that enable automatic decisions and intelligent routing. Workflow Advanced contains all the Workflow Basic functionality with the additional capabilities of branch and reconnect, send-back loops, value-based decisions, and parallel steps.…
-
Termination of Formula Processing on Error
Currently in Anaplan, when a formula contains an error, the platform proceeds to process the entire model before surfacing the issue. This behavior can lead to unnecessary delays, confusion, and performance strain—especially in large models with complex dependencies. We recommend introducing a formula validation checkpoint…
-
How can I add more than one assignee to a Offline task when creating a Workflow task?
I not being able to add 2 assignees when creating an Offline Task when crating a Workflow template. Do I need to crate 2 separate offline tasks, one for each user? Thanks.
-
How to start L1 model building course and where do I found the couse in academy.
I have completed the prerequisites like anaplan way. Can anybody tell me the route map of how to complete Level1 and Level2 Model building?
-
SUM QUESTION
Dear all, I need some help to create a target module. Currently, I have the following modules: Source module with the following dimensions: products (list) and Time (Month). 1 line item : Quantity Mapping module with the following dimensions: products (list). There are 2 lines items : Site and Molecule I have created the…
-
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…
-
Limited Cross-Workspace Access to Archived Models
In Workspace A developed a model called XYZ2025, which was archived after the fiscal year ended. Months later, a regional team in Workspace B wants to use that model as a foundation for their XYZ2026. Here’s what happens: Workspace B cannot directly access or import the archived model. Workspace A must unarchive the model,…