Recent Discussions
Discussion List
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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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Issue with double counting bed types
We added new bed types to eventually move from the old "All Beds, single, double" I inputted the data into the new bed types Went to double check flow into other modules and found that they are being double counted even though I blanked the original columns out. I am not sure why it is still counting All Beds even if it is…
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Best Finding for Truly Understanding Optimizer (Conceptually & Technically)
🚀 Best Finding for Truly Understanding Optimizer (Conceptually & Technically) One of the most effective ways I’ve found to deeply understand Anaplan optimizer both conceptually and technically is by working hands‑on with Excel Solver. Why? Because Solver forces clarity. It makes you explicitly define: 🔹 Decision variables…
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How to Identify if List Has a Child?
Hello, I have a use case where a user will create a child if they want to make adjustments to an initial value entered at the parent level. The reason the "parent" list may not have children is that not all the list members will have adjustments. The users want to see all L1 items on the same grid as L1 items with L2 items…
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Align dual-axis zero & scale of Chart
Idea description: As a user creating dual-axis charts, I want to align the zero position and control axis scales, so that the chart is visually consistent and easy to interpret. Example of enhancement: I’ll know this is successful when the zero position on both left and right axes can be aligned (even with negative…
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Completed Anaplan L1 & L2 Model Building – Seeking Opportunities
Hi Anaplan Community, I’m excited to share that I’ve successfully completed both the Level 1 and Level 2 Model Building certifications in Anaplan. Throughout this journey, I’ve gained hands-on experience in model building, problem-solving, and applying Anaplan best practices. I’m now actively looking for opportunities to…
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Usage Report - List of users with the details of dashboards that they have accessed so far
I am looking for a report that can give me an idea of Which Current Users of Anaplan have accessed which of the accessible dashboards. How is it possible? Can someone please guide me.
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Format QoL feature
When changing format options for a row/column on a grid card, instead of selecting the item from a dropdown list, a nice QoL feature would be to auto-select the item directly on the grid, clicking it.
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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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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.
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Optimizer Hands on experience guide is missing
I have found this great Optimizer: Hands-on exercises page, which supposedly contains a sample model and a step-by-step guide on how to set up Optimizer. The model is available for download, but the guide is missing. There is a mention: Download from the attachments the 'Territory Assignment Step-by-Step' guide.…
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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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Posting Action/Process Details to UX Pages or Dashboards
Some background info: my tenant has around 30 model builders and over 100+ end users who are not model builders. We employ a hub - spoke model structure and often times the non-model builder end users will need to run actions from the dashboards or UX pages and are unable to see the most recent run details since those are…
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Anaplan XL: About “XL3dowriteback ” formula
We have a question regarding the behavior of the XL3dowriteback formula. Our understanding is that this formula allows writeback to be controlled on a cell-by-cell basis. In our operation, when we need to clear a previously written-back value due to an input error or similar reason, we do so by entering 0. However, when…
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Anaplan Excel Add-In SSO
Hello, I am working for an implementation partner where both my current client and my company use SSO to log-in. When accessing models via the browser, my workaround to ensure that I'm not redirected to my company's SSO is by using incognito / private browsing. However, I'm unable to do this when signing into the Excel…
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How to get subtotals for a filtered view instead of Grand totals
Facing challange to get the exact totals for Q1 Q2 line items(it should be 21250), Can somebody please suggest a way to get subtotals intead of grand totals. My Summary should be dynamic.
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Additional Insight Card Open Link not working in Dashboard
Cannot click on the title to open the Card, but in a normal worksheet, I can click on the title to open the card in the bottom window. In Dashboard, additional insight user has to click on the box icon on the left of the title, which is different from a normal worksheet. Please standardize the user experience if possible.
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Workspace size
Monitoring the size of the workspace is crucial in Anaplan, since you must not exceed the allocated size. In general, what advice do you have? Thank you Julien
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How to maintain complex Anaplan environments — Part 1: Leadership, governance & the human foundation
Author: Piotr Weremczuk is a Certified Master Anaplanner and FinSys Application Specialist at EQT. February 2026 marked my tenth anniversary of logging into Anaplan. A full decade. When I realized this, I decided it was finally time to write down some of the things I’ve learned about setting up and maintaining complex…
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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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Chart Signage
In some cases, we want to reverse the signage of the chart so that if we have costs increasing in P&L, we want the chart to go up rather than down. Creating additional modules for this with the signage flipped creates additional overhead and space for these one off dashboards. It would be good if we could either change the…
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Anaplan Polaris - ITEMLEVEL Question
Hello, I am trying to understand how the ITEMLEVEL function works. I am reviewing the example shown in Anapedia (https://help.anaplan.com/itemlevel-756d1428-5f1d-4d79-8274-d075a1bd312f) but I do not understand how Result 1 is calculated. For example, why does California returns 0 but Texas 4? Also, Spain returns 3 but UK…
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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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Performace of using LOOKUP and SUM in the same formula
I've heard many times not to use LOOKUP and SUM in the same formula because it negatively impacts performace. However, I'm looking at the "calculation effort" cell and it doesn't appear to be negatively impacting performance much at all. I have the option of using some if statements instead of the SUM formula in my…
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Sort on multiple line items like Excel
To enhance the usability of UX grids, it would be nice if users had the option to sort on multiple line items at once. This would mimic Excel functionality that allows for multiple fields and sorting logic in one sort:
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Talent Builder Success Story - Cristian Pineda | Professional Model Builder | Keyrus
TALENT BUILDER SUCCESS STORY - Meet Cristian Pineda Meet Cristian Pineda, a Talent Builder graduate who landed a role with Keyrus. Read through his story as he answers key questions about how he navigated his certification journey, shaped his career path, and ultimately secured his role. 1. What made you choose Anaplan…
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Share your favorite 2025 Anaplan features — November Community Challenge
As 2025 comes to a close, we're wrapping up the year with our final Community Challenge — and we want your input! Share your experiences with the Anaplan features that made a real difference in your work this year, and hear other Community member perspectives. Question for the Community Challenge: What were your favorite…
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Share your annual rollover best practices — Community Q&A Challenge
The first Community Challenge of 2026 is officially here, and it's all about preparing your models for the future with seamless annual rollovers! A well-built Anaplan model anticipates the future. One of the most critical, yet often overlooked, aspects of model design is preparing for the annual rollover. Models are often…
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Anaplan Export (Tabular Multiple Column): Saved View Line Items
When exporting from Anaplan using "Tabular Multiple Column", will the export include only the line items saved in the saved view, or will it also export line items that are excluded from the saved view?
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Full Refresh with option to do a structural refresh
Currently a full refresh only refreshes the data. Structural changes should also be able to be fully refreshed into an existing source data object.
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Upcoming Events
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Streamlining business processes with Workflow
Join Anaplan experts for a practical deep dive into how Anaplan Workflow helps organizations streamline business processes, eliminate operational bottlenecks, and automate planning approvals at scale. This session will explore how structured workflows direct stakeholders to the right task at the right time, helping…
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Community Challenge Recap: Enhanced board layouts
Join us for our Community Challenge Recap where we'll dive into the creative and innovative ways members are using the enhanced board layout features. Our guest host, Anaplan's Platform Adoption Specialist, Seb McMillan, will showcase the best submissions from September’s Community UX Challenge. This is your opportunity to…
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User Experience Design Thinking
The quality of the User Experience is crucial for the successful deployment of your Anaplan applications Whether designing a new application or re-imagining an existing one, the approach you take can make the difference between an OK experience for your users and a great one. Join Anaplan experts for a deep dive into how…
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Anaplan Quarterly Customer Platform Release
Anaplan's next quarterly platform release webinar will be held October 28, 2026 at 8:00 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 live demonstrations to help you get the most out of new features and…