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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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Certificate expired
We didnt rotate certificate and now we cannot login , what the approach we need to take to rotate ce
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Level 2 Model Building: Sprint 3 V1 :3.3.5 Activity: Create Inventory Ordering
Hi everyone, I’m currently working on the TRA01 Shipping Metrics by Week task. My import action completes successfully but all records are ignored (0 updated, 424 ignored). Before troubleshooting further, could someone confirm whether this sprint expects the module to be populated via import or by using formulas? I want to…
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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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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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L3 Sprint 2, User Story 3.3 Q1 Quarter Allocation
Hi Community, It appears that values shown here for Q1 are assuming 29 days in Feb 25, when there are actually only 28. My values tie out for all Quarter values and all months shown from Apr 25 forward, and it's not possible for only a single quarter/finite range of months to differ with formula-driven values: Please…
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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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Retrieving Anaplan’s Optimizer logs step-by-step
Community manager note: This post and/or comments below reference a workaround for getting API details from your browser window. Anaplan will be retiring the https://us1a.app.anaplan.com/2/0 legacy API on July 31, 2026, to enhance platform security and performance. API requests sent to this URL after July 31st will receive…
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FCR: Regarding the availability of the text color change feature in Workflow
When configuring an action task, such as a ToDo task, users can enter freeform text and specify the text color in the Info Text and Description fields. We understand that this feature is intended to allow users to change the text color. However, when the workflow is executed, all text is displayed in black. The situation…
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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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Polaris Training in Classic Workspace.
Hi, I currently don't have access to the Anaplan Polaris workspace. Is it acceptable to proceed with the training in the classic workspace, or will this create issues later and prevent me from obtaining Polaris certification? Let me know if you have any insight on this.
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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…
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Adobe PDF in Workflow
Our report books are currently being run in a workflow. The only available outputs of report books are excel, however, we present to management in PDF format. This creates a lot of manual lift as each report book has to be exported (or emailed) and converted to PDF before sending to the end user and we have upwards of 32…
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How to Implement Selective Access with Flat Lists
Hi Anaplanners I need assistance on achieving this. I have: Flat Region list (e.g., Region A, Region B…) Flat Retailer list (e.g., Retailer 1, Retailer 2…) In the spoke model, these become a composite hierarchy (Region → Retailer), which makes selective access easy. But in the Data Hub, the lists are flat, and I want users…
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Context Selector Expand and Collapse: Set Children Default: Opened or Closed
Background: The first click of a context selector on a NUX board the entire hierarchy opens out all levels right down to the lowest level. This means the user (all users, but focused on business/end users, executive-level) has to manually collapse each level they are not interested in seeing to navigate to the area they…
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Level 1 course order
Hi, i 'm new and i can't know the order of the courses for the Level 1 course.