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UX: Format numbers in charts
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 would be great if we could format numbers (e.g. %, $, decimal places) within the charts card configuration. This is available in…
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Anaplan Polaris — The power of SUMs
This article is part of a series on Polaris best practices. Click here for more Community content or visit Anapedia for detailed technical guidance. The Polaris engine was built specifically to unlock the ability to build at natural dimensionality, which in many cases results in very high cell counts. One of the fastest…
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Add Versions as a native option for a line item/property format.
Description of the enhancement required: Version as a format An example of the enhancement: When uploading a planning file (budget, Q1 forecast, Q2 forecast) from excel, a number of identifiers for my transactions are uploaded as text and later on in the transactions module turned into line items based on a list so I can…
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Make Integration admin role available for visitors & partners
It's currently not possible to assign an integration admin role to visitors and respectively also not to Anaplan Partners. This makes it a challenge when helping customers with Cloudworks or when just setting up a scheduled model-to-model import. It requires always someone at the customer capable to set-up the connections.…
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Access to workspace as an independent learner
I am struggling to find access to workspace as an independent learner, any advice?
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Scheduled Cloudworks integrations that fail Should have RE-ACTIVATE option
Scheduled Cloudworks integration that fail move to AUTO_DEACTIVATED status. When this happens there's no other option that re-creating the integration from scratch, which results in unnecessary work. Depending on the user, this could have a wider application impact while the Admin integration will need to re-create the…
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Getting to Know You
Welcome to the learning cohort! We're so excited to have you here! As it's day 1 and there are a LOT of us, let's take a moment to get to know one another. The assignment is simple: Tell us about you. Who are you? Do you have a photo? Where do you live? What do you like? Are you in school? Do you have any pets? Can we see…
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Level 2 Sprint 2 Exam
I passed my Level 2 Sprint 2 exam but I got 2 questions wrong that I really would like to know why I got them wrong. I went back and looked at the videos and articles suggested but I still got the questions wrong. Who do I go to in order to get clarification?
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Talent Builder Graduate Mini Resume - Sarthak Kajle
Name: Sarthak Kajle Location: Navi Mumbai, Maharashtra, India Certification: Anaplan Certified Model Builder (Level 1 & Level 2) Educational Background: MMS (Finance) BAF (Accounting & Finance) Profile Summary: Business Analyst with 4 years of experience in financial reporting and analytics using SQL, Tableau, and Excel.…
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May 2026 platform releases and what’s next
Check out the latest Anaplan feature updates and enhancements in our May 2026 official release notes. There you'll find information on: User Experience New chart palette and grid theme Hierarchy chart filter Polaris Optimizer Use current solution option Security and tenant administration Enhancements to new user activation…
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CloudWorks—This is how we use it, Part 4: Using CloudWorks APIs with AWS Lambda
In Part 3, we described the procedure for using CloudWorks APIs. But the main question would be, how can we use them? Indeed, we can find that having a dedicated screen in Anaplan itself is already a major step forward. And it surely addresses most of the future needs. Nevertheless, in our strive to open our platform as…
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From access control to governance: Turning UAM into a strategic platform
Author: Artem Shchaulov is a Senior Anaplan Consultant and Certified Master Anaplanner with 8+ years' experience implementing global EPM solutions. In the first two articles, we covered why access management breaks at enterprise scale and how to build a User Access Management (UAM) model that reliably assigns permissions…
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Loss of Functionality in UX
The newest UX update took away the ability to toggle straight to "Open this in another tab" out of the left window menu. I used to be able to right click "Journals" for example and choose open in another tab and that is now gone. I'm hoping that there is a plan to restore this functionality.
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【2026年5月】プラットフォームアップデート
User Experienceの機能強化 ・新しいチャート パレットとグリッド テーマ階層チャート フィルター Polarisにおける集計関数の追加 ・新たに4つの集計関数を追加 Optimizerの機能追加 ・Use current solution オプション Forecaster ・新機能パネル ・ユーザー フィードバック コレクター 一括削除 ・Anaplan への未加工の係数とインターセプトの送信 ・バックテスト データ書き込みスイッチ セキュリティとテナント管理 ・新規ユーザー アクティベーション メールの強化
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Polaris Modeling and Optimization — Community Q&A Challenge
Think you’ve mastered the Polaris calculation engine? It's time to put your skills to the test! For our next Community Challenge, we're moving into hands-on problem-solving. We have put together several real-world modeling and optimization problems that will require you to apply your Anaplan expertise. This is your chance…
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Anaplan Level 3 Segment Module Value doesn't tie to Anaplan Official Training segment Module Values.
here in my Segment module my values don't match with the training modules, my TAR02 looks good though, Can anyone help me review and tell me what am i missing
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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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Anaplan ADO and Google Cloud Integration
Hi Anaplaners, I have a question related to Integrating Anaplan to Google cloud(GCP) through ADO. Currently we can integrate GCP and ADO via a GCP service account with JSON key authentication which is a static authentication method (Fixed JSON key file), Here in-seated of static authentication, can we use another dynamic…
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Report Book Index
The created XLSX file contains an index of template report names that quick link to the related report tab. Since templates may be used to create multiple different reports based on passthrough parameters, I believe it makes more sense for the index to reference the Description given in the report book rather than the Name.
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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
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When will this "Coming Soon!" functionality be coming?
Greetings, Product Management People! This support article from nearly a year ago alluded to Dynamic Bulk Copy coming soon! https://product.anaplan.com/supercharge-your-model-building-efficiency-with-anaplans-upcoming-modeling-features-53955fd1-9330-4aaa-b145-484ad733afc3 The screenshot shows the option to select the…
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I am working on Level 3 V1 section 6.3, I would like to know if the Example is what given is right
I have tried a few different ways and have not come up with these numbers.
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Export of Revision Tags
Need a way to periodically export all revision tags within an Anaplan model into a excel file to simplify audit and documentation process, but Anaplan currently has no native option to do this. The existing workarounds are all imperfect: the revision tags page can't be copied directly (the "Compare" pop-up only captures…
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New UX: Can Context Selectors Drive Parent Choices in Form Created List Members
Hi everyone, I have a very specific new UX question around context selectors and their impacts on the UX. I've created a list hierarchy with a numbered list at the bottom. This numbered list represents something not unlike transactions. I've created a form in the new UX to allow for creation of these new transactions, with…
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An Update on Anaplan Audit Log Reporting: A No-Code Approach
A while back, I shared a pattern for extracting and reporting on Anaplan audit data using a Python project hosted on GitHub. I wrote that during my time on the Operational Excellence Group (OEG) at Anaplan. The Python solution still works, and plenty of teams are running it today. The problem it solves hasn't changed:…
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Referenced by for filters
I would like to see details of whether a module or line item is actively in use as a filter. When a line item is referenced by a formula elsewhere the target line item is displayed in the reference by column. Can this be replicated for line items which are used in all types of filter? This will help significant when…
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Remove space/indentation from list items when parent levels are hidden on UX worksheet
When parent levels are hidden on worksheet, there are a lot of white space for list items which is a big waste and also not good visualization. See screenshot below. It'd be great if the space will be shortened or removed when one or more parent levels are hidden/deselected.
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Grid cell navigation lost after switching between Anaplan and Excel
Has anyone seen this before? (1) Click a cell in an Anaplan Grid (2) Check something in Excel (3) Go back to the Anaplan page (4) Press the arrow keys After step (4), the arrow keys no longer move between cells. Instead, the Grid/page scrolls. The only way to get cell navigation back is to click a cell in the Grid again…
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Unable to open a model
Hello! We’ve been experiencing a critical issue for the past 2 days with one of the development models within a workspace that contains multiple models (both production and development). When trying to open this development model, an error appears and we are unable to access or work in it. All other models in the workspace…
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L2 3.3.11 - Planning Period Filter UX checkboxes disabled
So I'm banging my head on this one, my booleans for the Planning Period Filter for UX view created as part of Level 2 3.3.10 are disabled when I add the view as a source. The same is true if I try to create a custom view based on the same module I figured that meant there was something wrong with SYS00 but its pretty…