-
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…
-
January 2026 platform releases and what’s next
Check out the latest Anaplan feature updates and enhancements in our January 2026 official release notes. The information below offers supplemental information to that post. Dataspaces in Anaplan Data Orchestrator Dataspaces are partitioned areas of a tenant-wide Anaplan Data Orchestrator instance. Integration…
-
Polaris: The science behind better business planning
Author: Parmod Kumar, Certified Solution Architect, and Financial Planning & Supply Chain Specialist at TCS. Reading time: approximately 8-10 minutes. Why the Polaris engine Is powerful and beautiful Polaris is Anaplan’s next‐generation calculation engine, built from the ground up to handle high dimensionality, sparse…
-
A quick reference guide to hierarchical structures in Anaplan
Author: Arun Thakar is a Certified Master Anaplanner and Vice President in the banking industry. Lists and hierarchies are a key foundational aspect to model building. In Anaplan, lists are a critical building block of the model and depending on which structure one uses can greatly impact user experiences, model…
-
Clay before carbon fibre, flat files before data full blown orchestration
Author: Alejandro Gomez Sanchez, Certified Master Anaplanner, and Principal Consultant. Data orchestration is a remarkable capability. When done well, it is genuinely transformative: comprehensive, accurate and dependable data for decision-making is available instantly. Beyond the satisfaction of well-orchestrated data, my…
-
Cracking the Mystery of Infeasible Models 🕵️♂️
You've spent days carefully crafting your model, eagerly awaiting that satisfying moment when the optimal solution appears, only to be met with the dreaded message: infeasible 😱 The excitement turns into a classic plot twist worthy of a detective novel. But don't worry! Here we have 3 practical tips to help you figure out…
-
How I Built It: Rethinking scenario planning with Polaris
Author: Philipp Erkinger, Certified Master Anaplanner and Principal Solution Architect at Bedford Consulting. Dear Anaplan Community, The Anaplan Polaris Engine has brought a significant transformation in the way I construct and design Anaplan models. Over the past three years, I have had the privilege of working on…
-
How I Built It: Center of Excellence App
Author: Marina Ketelslegers is a Certified Master Anaplanner and FP&A voice for Anaplan and AI passionate about CoE support, solution architecture, and training. Hello Anaplan Community! I’m sharing a short walkthrough of my Anaplan Center of Excellence (CoE) App designed to help new CoE leads set up their CoE with clarity…
-
A four-lens metrics system for Anaplan CoEs
Author: Marina Ketelslegers is a Certified Master Anaplanner and FP&A voice for Anaplan and AI passionate about CoE support, solution architecture, and training. I’ve seen how Anaplan Centers of Excellence (CoEs) start with strong momentum. There’s enthusiasm, executive support, and a clear ambition to make connected…
-
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…
-
Anaplan API user reporting with Python
Author: Michael Moore is a Certified Master Anaplanner and Director, Enterprise Planning at HP. In this article I will cover: Why use Python for user administration? Prepare Begin OAuth2 login Finish OAuth2 login using redirect URL to fetch authentication token Import useful Python modules Fetch data about yourself Sort…
-
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…
-
New User Experience (Report) Filter by user bug?
I have a question, is this a filter bug? The initially setup for this slides is based on Store A (with 5 years data), but then after i tried change to 4 years, 3, years, 6 years, the filters doesnt apply even after refresh. It only reflect when i go to the card configuration > filter > apply. Store A with 5 years data…
-
How connect ADO TO FCR
Hello, I want to connect a data set or a transformation view of ADO to FCR. I already have the staging tables and data imports ready in FCR, but I don't know what steps I need to follow to make the connection... Is there any documentation or a guide?
-
Forecaster Explainability Results Clarification
We transitioned from PlanIQ to Forecaster and started importing explainability results into the model. But I’m struggling to interpret some of the since there is no information in Anapedia. Here are examples from the sales explainability results list: Historical: trend (ETS, ENSEMBLE) Historical: linear_trend (ENSEMBLE,…
-
How I Built It: Dynamic Allocation Order
Author: Kndia Davis is a Certified Master Anaplanner with five years architecting scalable Anaplan models. Dynamic allocation order is a foundational requirement across many industries, whether you’re distributing inventory, assigning capacity, or prioritizing financial allocations. In most Anaplan models, this allocation…
-
Combined Grids: examples in accounting and construction
Author: Jonathan Cushing is a Certified Master Anaplanner and Senior Consultant at Vuealta Consulting. As a Chartered Accountant and someone who has experience in both in-house consulting roles for housebuilding and construction companies, I was excited by the release of Combined Grids in Anaplan. For years, when end-users…
-
Module Information Visibility Restricted for Non‑Admin Users on Anaplan page
Why are non‑admin users unable to view Module information on the Anaplan page, while workspace administrators can? (After click the three dots on the grids right up corner) Are there any configuration options that allow non‑admin users to view module details without granting full workspace administrator access?
-
Do scheduled CloudWorks actions run in parallel or sequentially?
If we schedule two CloudWorks actions to start at the same time, using the same source model but different saved views, and updates two different target models, will they run in parallel or sequentially (with one finishing before the other starts)?
-
BETA View - Search Module option and the Export Modules functionality
Enabling the Search Module option and the Export Modules functionality in the Beta View version would be extremely helpful for model builders. These features would greatly improve productivity and streamline the model‑building experience.
-
How to synchronize scroll a card/s from the main board and another card/s in the insights panel?
Just like the main question above, I wanted to try out the new feature on the board where you can you the insights panel to put additional cards. However, I wanted to synchronize scroll a card on the main board with the card on the insights panel but I can't find where it might be.
-
Level 1 model building - Numbered emp
Required import My import Can someone help with this? How to get the name of the employees in above e.g. instead of #1039 get Shala Engle.. Thank you,
-
Online Access to Fluence Training
I know its a bit early (and a bit cheeky) but wondering whether the usual/fab/free online training is in the pipeline? 🤞 Thanks M
-
Fluence Learning path and login?
Hi Anaplan Community, I want to learn Fluence and the related functionalities, in that regard, I found the below courses on searching Fluence on Anaplan Academy. 1. Can anybody please help me the right order in which I should take up these courses? 2. How do I login to Fluence? Is it something that can accessed via Anaplan…
-
Dividing (not formating) all the results by 1000
Hello, Is there a quick way, in Anaplan XL to divide all the results by 1000 without creating a measure for every row or every column?
-
Subset Update on Selective Access Enabled list - Workaround Suggestions?
Hi All, I'm Currently Optimising some of our Cell-Count Intensive Reporting Modules, I've an almost working solution except for this limitation I'm facing. We've around 5-6 Reporting modules in our model which is Dimensioned by Levels of Promo Hierarchy X Users, promo Customer Hierarchy X users. Since the promo customer…
-
Role based security filters for Anaplan XL reports
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 multiple legal entities, and each entity contains the same set of functional departments (HR, Finance, IT, Administration,…
-
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.
-
Trash Bin in ADO
In case an object is deleted by error, it should be retrievable back from a trash bin.
-
How to Combine AI Technology with Anaplan
Any idea —- How can an AI‑driven monitoring layer be built for Anaplan integrations to analyze logs, schedules, and execution results, and generate contextual alerts for support teams when failures occur ?
-
How I Built It: Number format converter (thousands and millions)
Hello Anaplanner Community! I’m excited to participate in another ‘How I Built It’ video with a Number Format Converter (thousands and millions) tutorial. This video walks you through how to dynamically update UX grid number formats on all tables and charts. This enables users to have different number formats enabled for…
-
New UX : Source model selector unsable from page to page
Hi Sorry for the repost if somebody already realized this issue. A client implemented to new ALM feature for the standard UX. She realized that the selector can randomely switch form one source to the other while switching the page. Of course it's very dangerous. She is performing some UAT on the DEV and suddently she…
-
User Access Management in the UX
Author: Lis de Geus is a Certified Master Anaplanner and Customer Success Consultant at Bedford Consulting. Setting the details of a user’s access is usually a job for the workspace admin: decide their role and selective access to lists members. However, the Users tab is not always the friendliest, especially when thinking…
-
How I can enroll for Level1 training
I am interested to learn Anaplan as part of my new role. How I can enroll for self instructor training?
-
Clear user access rights to selective access list using import - best practice request
Hi I manage user access to modules with selective access enabled lists from admin dashboard with processes importing data user access and roles data. It worked pretty well, but recently I noticed an issue. To apply new access rights for a particular user, I first clear all his current access and import new one. To clear…
-
Import Shipping Expenses into OTH01 Module :
Import is showing Successful, but i didn't see the shipping cost updated on OTH01. I doubt may be because of Year is different in both the modules. OTH01 Shows 2019 and INV05 Shows 2020. Would like to have your suggestions, please. Thank you
-
Issues with AnaplanXL background Functions
I am having issues with Anaplan XL messing with some of the standard Excel functions such as: 1. The "marching ants" around copied cells don't show up when I copy cells 2. I get a "could not copy to clipboard" message where you can't copy things out of Excel into say ppt or an email 3. When two workbooks (or even multiple…
-
Is there any module-level setting that affects date display format?
I'm currently preparing for Anaplan Level 1 certification independently and came across something I'd like clarification on. In the same model (Classic view), I have two modules where a line item formatted as Date is displaying differently: One module shows dates in dd-mm-yy The other shows mm-dd-yy Both modules: Are in…
-
FCR: Request to enhance the audit functionality
Backgrounds We have a question regarding Logs > Session Log. Currently, system activity logs are only available for a limited number of functions, such as Journal operations and metadata updates. As a result, some system administrators on the customer side have found the current audit capabilities insufficient and have…
-
Workflow historization for auditability
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: Currently it is possible to delete a completed workflow. Unfortunately this does not meet internal requirements for auditability. Who…
-
"Azure blob http error" when establish connection between Cloudworks and Blob Storage
I have this error message " Azure blob http error " when i save cloudworks connection to Blob Storage. I follow this link: Connect to Azure Blob | Anapedia Can someone help to identify the root cause and how to resolve? is it related to permission or security?