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Combined Grids is now live!
Author: Calvin Magondo is the Product Manager, Enterprise Experience at Anaplan. Combined Grids and multi-module reporting We are excited to announce the much anticipated enhancement to the Anaplan User Experience (UX): Combined Grids. This powerful new feature and platform capability will address one of the most common…
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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…
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Accessible by design: Our new accommodations for certification exams
Taking a proctored exam can be intimidating, even for the most seasoned professionals. While certification validates a learner’s skills and expertise, the exam environment itself can sometimes pose unnecessary barriers. Our goal is to test your ability, not your endurance. That’s why we’ve made significant updates to make…
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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…
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Recording now available! October 29 platform release event
If you missed our October 29, 2025 platform release event, the recording is now available! In this webinar, we highlighted the most recent feature releases and how to take advantage of these in your environment. Our expert-led session demonstrated new features and innovations, provided a technical deep-dive and “how-to”,…
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Getting started with Anaplan APIs: What you need to know
Author: Dmitri Tverdomed is a Data Architect and Director at Zooss Consulting. Following on from my recent article on best practices in data integration, today I take a closer look at Anaplan’s APIs: What they are, why do they matter, and how should you get started to unlock efficiencies for business? In this article:…
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Event recording available: Experience the future of Anaplan Support
If you missed our event demoing the new Customer Support Case Portal, a recording is now available. We covered why we are removing email, the benefits of the portal, using the dynamic case form, and a number of other relevant topics. We went through managing users, working with partners, and how to most effectively use the…
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Practical lessons from building Anaplan Centers of Excellence
As part of the Anaplan Eastern Europe & Middle Asia User Group, Certified Master Anaplanners Anton Mineev (@AntonMineev), Anton Suslov (@AntonS_*9173), and Dmitrii Mamaev (@dmitrii.mamaev) shared hands-on experience in creating and maturing Centers of Excellence (CoEs). This article summarizes their key insights from the…
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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,…
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Securing your planning process: best practices for Anaplan cybersecurity
Author: Tristan Colgate is a Certified Master Anaplanner and Managing Director at Fidenda. This month is Cybersecurity Awareness Month and cybersecurity is an important topic for anyone involved in developing and maintaining Anaplan solutions. We are often storing sensitive information such as financial, employee,…
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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…
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Acing the Professional Solution Architect recertification
When the Anaplan Academy team first read Maryna Dunets' article on the new recertification process, we were thrilled to learn about her positive experience with the updated exams. Our goal has always been to design an exam that accurately measures a candidate’s ability to use the platform while minimizing unnecessary…
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What is an Anaplan Center of Excellence – and why it matters
What is an Anaplan Center of Excellence — and why it matters Author: Stacey Borne is a Certified Master Anaplanner, former Anaplan Center of Excellence Leader, and runs the Certified Master Anaplanner Program and Anaplan Center of Excellence Programs at Anaplan. Defining what an Anaplan Center of Excellence is — and how…
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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…
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September 2025 CoE Exchange Event Recap
September 2025 CoE Exchange Event Recap Our latest CoE Program event brought CoE Program members together for networking and learning. We started with a virtual networking session, giving members a chance to connect and share experiences with peers across the program. From there, we moved into two featured sessions focused…
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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…
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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…
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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…
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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…
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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…
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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,…
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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…
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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…
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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…
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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…
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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…
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Show the current/logged in user in a single line item
Hi Community, I'm looking for a solution to show the current/logged in user in a single line item that has no dimensionality. The use case for which I'm looking for a solution is a dynamic filter based on the logged in user + to calculate totals based on this filter. More specifically, I have a mapping table dimensioned as…
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ERROR 16020 |-- Anaplan API: Invalid key path
Hello everyone, We are trying to use Anaplan Connect in order to push data from a dwh to Anaplan Data Hub. To do so, we need an authentication by token. We can't make it work, we receive the following error: ERROR 16020 |-- Anaplan API: Invalid key path Any suggestions? Thank you all in advance for the help! Michele
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Workaround for Formula & Closing Balance summary methods together in Polaris
Hello folks, Does anyone know how to work around the Polaris limitation of using the Formula or Ratio summary method alongside the Closing Balance within the same line item? I have a Business Unit list where the total (All BUs) must display the Corporate (1 of 20 leaf items under All BUs total) number of Unique Customers.…
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Less granular, more accurate: The "granularity = responsibility" principle in FP&A
Author: Taichi Amaya, Certified Master Anaplanner, and Financial Planning and Analysis Specialist at Pasona Group, Inc. Reading time: approximately 5-6 minutes. "We need more detail in our forecasts. Let's have each sales rep submit their numbers individually — that way, we'll be more accurate." Sounds reasonable, right?…
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Allow for line item subset to be more than just number formatted
Description of the enhancement required: Line Item Subsets are often used to build filter modules, as an alternative to using the Show/Hide functionality. Using a Boolean against a Line Item Subset on a filter module makes it very easy to select which columns should be shown or hidden on a dashboard. An example of the…
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【2025年10月】プラットフォームアップデート
2025年10月のAnaplanプラットフォームアップデート内容をお知らせします。 今回のリリースでは、UXの操作性向上、レポーティング機能の強化、 および外部システム連携・セキュリティ面での拡張が行われています。 New UXの機能 統合グリッド（Combined Grids） 複数モジュールを1つのグリッドに統合し、より効率的にデータを表示・分析可能に。 カスタムボタンのスタイリング ボタンにカスタム画像を設定できるようになり、デザインの自由度が向上。 セキュリティとテナント管理 IP許可リストの強化 IPアドレスポリシーをCSV形式でインポート／エクスポート可能に。 インテリジェンス Anaplan Forecaster…
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All of my DATA01 is cleared after 2019, is there any way I can fix this?
All of my DATA01 is cleared after 2019, is there any way I can fix this?
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Anaplan Report page issue in the UX
Hello community, I have an issue with anaplan report (functionality). The issue I have is within couple of slides. The data in that report is scrolling into a new page. There is a hierarchy in the rows and line items and time in the columns. My problem is, the hierarchy is getting broken in the second page. One of the node…
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DCA on Fields Cards
Hi All, We have one situation, where we want to put DCA on field card published on NEW UX. In Backend, we have read & write access on the line item but when we published as field card , DCA is not workings. Do anyone knows, how to tackle this situation? Thanks Ashutosh @SeymaTas @seymatas1 , If you have any point to view.…
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Export Function in Anaplan Beta Version – Feedback / Observation
While working in the Beta version of Anaplan, we’ve noticed that the Export button is unavailable when switching to the Beta environment. This limits our ability to export required data directly from modules. When the Export button is available, it works as expected — allowing us to export necessary data such as items used…
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How I Built It: How to open the Optimizer's black box
Author: Author: Damien Bouquier has been a Certified Master Anaplanner for 5+ years and has developed solutions across a wide range of industries for FP&A, supply chain, and sales operations planning use cases. In this ‘How I Built It’ tutorial, I show how Anaplan’s Optimizer can provide more transparency and user…
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IS Summary
Hi All, I just wanted to understand the importance of Is summary in Anaplan. I have a module created with Is Summary switched on for a line item in my module which is preventing that line item from coming in the export view taken out by omitting summary items. When I remove the checkbox from is summary for that line item I…
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Is there any way to block the writeback functionality for some users?
I have this problem: I'm creating an AXL report, which will be distributed across members of a department. I need to know if is possible to block the writeback functionality for all members except the owner of the file to avoid accidental updates of data in Anaplan's modules. Thanks!
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Enable Filtered Page Selectors on Reporting Pages
Problem or Experience Related to Your Idea: The issue revolves around replicating a filtered page selector capability from a scoring model board page to a reporting page. While the filter functionality works seamlessly on the board page, it is missing from the reporting page, limiting the ease of filtering the content.…
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Multi tab in NUX
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: As in Classic dashboard, we can open multiple Dashboards and seemlessly switch over dashboards without going back. This should be the…
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12.4.1 Activity: Create Saved View for Non Employee Expenses
Hi, for some reason my shipping costs are the same over every month and I don't know what to do to fix it.
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Moving a model from Classic to Polaris
Author: Mike Henderson is a Principal Solution Architect at Anaplan. There is growing interest in taking existing models that operate in the classic (Hyperblock) engine to Polaris. There are a variety of reasons motivating the move such as workspace optimization, accommodating natural model growth over time, and…
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Dependent Dropdown allowed selections should carry over to column filters in the UX
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: We have product attributes that are specific to each division and allow each division to categorize the same products in different…
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Ability to leave notes on Users within Administration
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: I would like the ability to add "notes" to a users profile within Anaplan. This would allow cross-admin management of the…
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Certification practice exams to be dynamic with more questions
The practice exam should be a bank of questions so that when you take the practice exam(s) you are not getting the same 10 questions. Writing more practice exam questions would not be difficult considering the amount of content that could be tested in each of the exams. This is also a feature that most professional…
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Include Calculation Effort in the line items API
In as much detail as possible, describe the problem or experience related to your idea. Recentyl Anaplan released Calculation Effort column, also in classic enginge (https://community.anaplan.com/discussion/160124/calculation-effort-column-for-classic-engine). However, currenlty it's only accessible from web GUI via…
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Community Perspective: Introducing PlanaPY - A Python library for simplified Anaplan API integration
Author: Erik Schau, Senior Business Analyst, The Duckhorn Portfolio. Introduction As data-driven decision-making becomes increasingly essential for businesses, the demand for seamless integration with enterprise planning platforms is on the rise. Anaplan offers powerful APIs for developers to interact with its platform,…
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Using the Anaplan Certificate with the Anaplan REST API: A Comprehensive Guide
If you're diving into integrating with the Anaplan REST API using an Anaplan Certificate, you'll need to know certain requirements. This post is a step-by-step guide to ensure a seamless connection using Python. If you'd prefer to avoid a programmatic approach to using your certificate, then please check out the CA…
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Sample Python code to perform EPB move to production activities
Author: Michael Moore is a Certified Master Anaplanner and Director, Enterprise Planning at HP. Overview of what this article covers: Prepare Begin authentication Complete authentication using code to fetch token Load API client code Move to Production Generate list of PRODUCTION MODELS to update Find the SOURCE MODEL for…
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'Summary - Formula'' on Imported Line items
In the calculation module, the line item's summary method is set to "Formula," which correctly calculates values at the summary level. However, I'm importing the same line item into another model via an action for dashboarding purposes. In the target module, since the line item is imported, I'm unable to apply a "Formula"…
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ADO - S3 incremental load vs. full replace
I want to create an S3 connection that will have monthly data stored in individual csv files that is connected to ADO. Around month end, data will be uploaded multiple times, replacing existing csvs. When this happens I want to replace the existing data for that month with the new file. I don't want to have to create a…
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Azure SQL Connection, database name with Hyphens in Data Orchestrator
I am attempting to connect to an azure SQL database vis at the MSSQL connector in data orchestrator but am having issues and I believe it is due to hyphens in database name (which is a fairly standard naming convention I will note!) Example below (fake credentials) - has anyone else encountered similar and is there a way…
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New UX - Share My pages with other users
Being a Business User, I would like to be able to share My Pages with colleagues. Currently, I can only share App page via a link. However, if I prepare some modifications on My Page copy, I want to be able to share it.
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New Learner
Hi, I’m a new learner. I just created my Anaplan Academy account but cannot find the ‘Level 1 Model Building’ course in my catalog. Could you please add me to the Model Builder learning path and grant me access to Level 1 Model Building (On Demand)?
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2.3.9.3 Update Historic Volumes for Baseline Forecast
Hello everyone, I encounter a problem concerning the formula of "Offset Volumes for 1st Forecast Year" . I wrote the formula that seems logical to me but it doesn't work. Can someone help me correcting it ? Thanks in advance. N.B : The first image represents hints for the formula and the second image is the formula that i…