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How I Built It: Period-driven variance reporting
Author: Nizar Cherkaoui is a Certified Master Anaplanner and EPM Manager and Solution Architect at VISEO. In this How I Built It video, I demonstrate how to design period-driven variance reporting in Anaplan when comparison logic is unknown upfront and flexibility is required. Instead of embedding period choices directly…
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Mastering dual accounting: A guide to managing IFRS & US GAAP in Anaplan FCR
Author: Grégory Ponce is a Senior Principal Product Manager at Anaplan. Managing two distinct accounting frameworks within a single model might sound like a headache, but with Anaplan Financial Consolidation and Reporting (FCR), it’s actually a smooth, streamlined process. By optimizing your audit dimensions, allocation…
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How to, plus an evaluation of ways, to do version comparison
Author: Kevin Beltz is a Certified Master Anaplanner and Principal Platform Adoption Specialist at Anaplan. Budget vs. Actuals. Last Year vs. This Year. What-if Scenario A vs. What-if Scenario B. As an Anaplan model builder, solution architect, or end-user, you know that comparing versions is a foundation of insightful…
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Cooking up a prototype — A recipe for success
Author: Tiffany Rice is a Certified Master Anaplanner and Senior Supply Chain Applications Builder/Developer at Anaplan. There are many different scenarios where leaders or project sponsors may request some “proof” before we make the “pudding”. This is common in instances where teams are exploring new functionality,…
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Use cases for Anaplan XL
Author: Audrey Neet is a Certified Master Anaplanner and Director at Tru Consulting. Anaplan XL (AXL) is one of the many products Anaplan offers. It extends how users can interact with Anaplan data beyond the UX, providing additional flexibility for targeted analysis and reporting. With AXL, users can design reports and…
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Anaplan introduces Snowflake Writeback in Pipelines
Author: Kira Wagner is a Product Owner at Anaplan. Snowflake Writeback is now available as a new addition to our integration capabilities. As the first of several planned writeback connectors, this feature is part of the Pipelines functionality in Anaplan Data Orchestrator. It allows you to move transformed and validated…
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Evolving business requirements over time: Retroactive changes and effective dating
Author: Marc Weinzimmer, Certified Master Anaplanner and Senior Project Manager at Alpha. The day a new Anaplan model goes live is always exciting. The model is clean, fast, and aligned with current business needs; admins are trained, users are engaged, and everything appears to be running smoothly. However, as time…
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How I Built It: Supply Chain Transport Optimizer in Anaplan
Author: Author: Soumya Bhattacharya is a Certified Master Anaplanner and Advisory Manager at Accenture. In this ‘How I Built It', I’ll show how Anaplan’s Optimizer can be used to demonstrate effective transportation and supply planning across a network of suppliers and distribution centers. By leveraging Anaplan’s modeling…
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How I Built It: Sensitivity analysis
Author: Casey Pham is a Certified Master Anaplanner and Director of FP&A Systems at Yext. In this ‘How I Built It’ video I'll show how I built a model and process to run a sensitivity analysis. Tens or hundreds of scenarios without overloading the model with too many scenario list items and manually updating driver inputs…
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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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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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Retrieving Anaplan’s Optimizer logs step-by-step
[alert callout] 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…
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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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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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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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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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Slicer Display
When you create a slicer, the displayed characteristic defaults to Caption with no way to change it. Our user community is accustomed to using Name for slicers so this has been a tough adjustment. As for now, we've been connecting an XL3 formula to the slicer output to give us the relevant information and just changing…
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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.
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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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Support Vertical Stacking of Modules in Combined Grids (Beyond Horizontal Layout)
Summary Enhance the Combined Grids UX capability to allow vertical stacking of modules (grid sections) in addition to the current horizontal (side-by-side) configuration. This would enable builders to present multiple modules in a single continuous grid view, improving usability, reporting clarity, and reducing the need…
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Importing error (date formatting)
The following is because I have been having issues completing the Anaplan Training Level 1, considering that when I try importing into a module I am receiving errors when the dates are presented as YYYYMM. Even when I select the custom format for the dates in the column headers when mapping the data, I receive the same…
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Optimizer Process in Workflow Template
Hi All, I've tried to include an Optimizer Process as a machine task in a workflow template. However, when running the workflow template, the Optimizer process parts consistently fails. I could not find anything on including an Optimizer in a Workflow, but is there a limitation in Workflow that Optimizer processes can't be…
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How to use Anaplan Data Orchestrator to push out data from modules as in Exports from Anaplan?
I need help to design an export from a Module having multiple dimensions in the form of a .csv file either to my local system or any cloud storing tool like AWS S3 bucket.
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NUX or Old - Add Jump to Section (Text Object) Functionality
As a user, it would be nice to add a jump to section functionality on either the pages in the NUX or the dashboards of the old UX. Some dashboards can be quite lengthy and scrolling becomes difficult when you have to navigate your mouse into the white space (as you scroll down) to avoid any published module views that…
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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…
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Techniques for Anaplan model optimization (performance + sizing)
Author: Bhanu Chalotra is a Certified Master Anaplanner working with Anaplan community and designing different solutions around FP&A, headcount planning, and ICM. Anaplan is not just about how a model is built — it’s also about how efficiently it runs. This article shares proven optimization techniques to improve model…
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List Hierarchy building error
I want to build the Anaplan list hierarchy for my own development model . I have built three lists : Budget Heads L1, 2. Primary Function L2 (Numbered List) 3. Function L3 (Numbered List) Parent list: Budget Heads for Primary function. and Primary Function L2 will be the parent for List Function L3. But in my L2 Primary…
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Shared Pages Across Multiple Apps
The Idea Allow a single page to be surfaced in multiple apps simultaneously — appearing natively in each app's home screen and dropdown navigation — without needing to duplicate the page itself. The Problem Many organisations structure Anaplan around multiple business unit-specific apps, but have pages that are truly…
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Talent Builder Graduate Mini Resume - Anoop Chhabra
Name: Anoop Chhabra Location: Bangalore, KN, India Certification: Anaplan Certified Professional Model Builder Educational Background: Anaplan Academy, IIT-D (B.Tech), IIM-B(MBA) Profile Summary: I have a vast experience across various domains & technologies for clients from different industries - Aero, Agro Chemicals,…
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Need a way to identify line Items being used as Filters.
There needs to be a way to identify line items that are being used as Filter in same module or any other module, This would be totally helpful while deleting line items that are no longer required.
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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…