-
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…
-
September 2025 platform releases and what’s next
Check out the latest Anaplan feature updates and enhancements in our September 2025 official release notes. The information below offers supplemental information to that post. Planning experience Improved Keyboard navigation across cards Across Boards, Insights, and Worksheets, tab navigation through toolbars in cards and…
-
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…
-
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…
-
Five new Anaplan features you may not be using
Author: Misbah Ansari is a Certified Master Anaplanner, Anaplan Community Moderator & Community Boss, and CEO/Founder at Miz Logix. Anaplan has come a long way as part of its product development. We have seen so many features being released over the past few years which has not only helped Anaplan carve a place for itself…
-
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…
-
Event recording available: Introducing Combined Grids
If you missed our Power Hour event on Combined Grids, a recording is now available. This event covered how Anaplan’s new Combined Grids feature brings data from multiple modules into a single, unified view. We shared more about what makes this capability powerful, and heard from Anaplan customers who are already using it…
-
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,…
-
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…
-
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…
-
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…
-
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…
-
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,…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
🧩Mixing Numeric & Percentage Line items in Line-Item Subsets (LIS) - Use Ratio summary
When working with Line-Item Subsets (LIS) in Anaplan, you might’ve noticed something tricky - LIS works beautifully when your report mixes numeric values like Revenue and Cost, but the moment you introduce a percentage-based line item (like Margin %), things start breaking at the summary level. Recently, while building a…
-
Certified Master Anaplanner Exam Study Guide: Essential Anaplan Topics
Certified Master Anaplanner Exam Study Guide: Essential Anaplan Topics The best way to hone your expertise is practical experience. Being a certified solution architect is the first step, but we recommend one or more years of hands-on experience using Anaplan to uncover all you can do with the platform. Training can also…
-
Missing Column Headers in Anaplan Export When Using API
Hi Community, I’m encountering an issue where an export created in Anaplan is missing column headers when retrieved via the API. However, when I manually run the same export from the Actions tab, the downloaded file includes the headers. Has anyone experienced this behavior before? I’d appreciate any insights into the root…
-
how to SUM by native users, sku & time dimension all together?
I want to do a SUM from the source module which has native users, SKU list and time dimension to a target module line item by all users by SKUs. Target module only has a subset of the SKU list and nothing else. Need some inputs on how to build the mapping for the SUM. Is it also possible with the Anaplan native users list…
-
How do I get the lowest value of all the years?
Hello, I need help in getting the lowest value of all the years. see screenshot below : I need to get the value -1,249,884 since that is the lowest Thanks
-
Automate actions that run the Anaplan Optimizer with Anaplan Connect, Cloudwork and the Anaplan API.
Until today, actions that run the Anaplan Optimizer are not supported by Anaplan Connect, CloudWorks and the Anaplan API. Because of that, it is not possible to put any processes that include the optimizer on schedule. This is blocking a number of use cases that could add value to our client.
-
Anaplan XL Fluence
Hi there, We are working with the XL fluence plug-in, but have questions on the following: How to write back information to Anaplan from the plug in How to remove the automatic refresh in a workbook How to create a dashboard from fluency and publish in the web How to use the extra page that pop up every time we connect in…
-
Process-Specific '... Model is Busy' Text
In Anaplan's new UX, when running an extended process, any user active may be greeted my a banner informing them that the '… Model is Busy'. However, this message can be ambiguous, and it may be beneficial for certain processes to more clearly articulate what is happening. My suggestion would be the ability to add a new…
-
Ability to input text commentary with text formatting options in Management Reporting - New UX
While working on a project, a useful implementation emerged. Currently in Anaplan, via Management Reporting, it is possible to create documentation that cannot be customised by the user. In fact, the end user using the system can only look at the data and comments previously entered by the Page Builder. We tried creating a…
-
Multi-Dimensional Sorting for Hierarchical Lists
We need a way to sort hierarchical lists by multiple dimensions. Currently, Anaplan's 'Sort Order Action' for hierarchical lists only allows sorting by parent or by child, which limits our flexibility. Problem Statement:Currently, when working with hierarchical lists, the sorting functionality is limited to a single…
-
Model Builder training Level 2 -
Good Afternoon I am currently processing the Model builder training level 2 In chapter 1.3.6.3 Create Build Location Saved View It says that we must create a saved view for importing: Module Name: SYS07 Location Details Saved View Name: Build Location But in chapter 1.3.8 Model-to-Model Importsit says that we must import…
-
New UX: Syncronise all cards on a page without having to hit the refresh button!
Hi I have a Page within the NUX which displays a specific week based selecting a date line item in a time filter module. When I change the date the correct Week is displayed based on the day selected and the Weekly Variances change to show the variances for that selected week, however the daily view of the selected week…
-
Postman/Anaplan - message "404, Not found"
Hi all, I, as an Anaplan workspace administrator, am working together with a Fabric team to export data from Anaplan to Fabric via Anaplan API and Postman. We have a problem where all Anaplan exports are visible in Postman but when trying to connect to SOME of them, we get message "404, Not found". Below screenshot showing…
-
Time Period Formatted line items dependency on Time Range
Currently dropdown for time period formatted line items shows all time periods for Model Calendar. There should be an option to make them dependent on Time range applicable to that particular Module/Line Item. For Example: If Model has 5 years, a Month formatted line item will show all 60 months in dropdown even if that…
-
Need 90 days trial access
hi，all I have applied for a 90-day trial, and it has already been 10 working days without any response. How long does the process usually take?
-
Dimensionality Issue
Hi ALL, In my model, I have Need stored at a 'D3' RS Group level. I need to use this Need in another module at the G5 Location level. I currently have a mapping module where each G5 Location maps to a D3 RS Group. This Module uses D2 Role as dimension. but the line item I've to find the RS Group (Find D3 RS Group = 'FIND…
-
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,…
-
Cloud works on UX page
I am unable to see the cloudworks integration on the UX page. Can you advise what I am doing wrong
-
Anaplan 90 days free trial
Hi Anaplan Community, I’ve completed The Anaplan Way and Level 1 Model Building courses and would like to continue my learning with the 90-day free trial workspace. However, I'm currently unable to apply for the trial — either due to a technical issue or the application link not working. Could someone please guide me on…
-
Efficient Data Exchange: Integrating Anaplan with SFTP Servers
In the dynamic landscape of modern business, data integration plays a pivotal role in decision-making processes. Many enterprises rely on Anaplan as a comprehensive planning and performance management platform. When it comes to data exchange, integrating Anaplan with SFTP (Secure File Transfer Protocol) servers offers a…
-
Importing from Data Hub: Incorrect or Missing Mappings in Target Model
When importing data from a Data Hub to another model, I'm seeing values in the target model that don't exist in the source. For example, seller assignments are being tagged with subregions that aren't present in the source data - some assignments are missing expected tags, while others are mapped to seemingly random…
-
Tenant Administrator - Ability to Export Tenant Level Roles Information
As an Anaplan Tenant Administrator, I need the Export functionality to be able to export all the existing Tenant Level Roles information as well as the role details, into a CSV file, So that I have the accessibility to document and report to my security team. I know this feature is successfully implemented when I can see…
-
Forecaster – Considerations before starting
Before starting with Forecaster, there are a few topics we recommend considering around the data, properties of the forecast, and forecast evaluation. While it is important to define clear goals for each forecasting scenario, Forecaster's forecast accuracy will mostly be determined by the quality of the available data.…
-
how to count how many times an action has run?
I want to create a line item which will increment by 1 every time an action is run manually. This action is an import which doesn't involve any file upload to anaplan. The module where I want this line item has users list & SKU list dimension. No time. So basically, I want to track how many users have selected an SKU and…
-
Clarification on SAP Systems Supported by Anaplan Adapter & Data Export Capabilities
Hi Anaplan Community, I'm exploring integration options between Anaplan and SAP, and came across the Anaplan Adapter for SAP Integration Suite. I have a couple of questions regarding the same: 1) Which SAP systems are currently supported by the Anaplan Adapter? 2) Can the Anaplan Adapter be used to send data from Anaplan…
-
Apply a different background color depending on the workspace
My users have access to a pre-production environment to carry out their tests. This is very practical, but it regularly happens that they don't pay attention to the version being used and enter production data in pre-production or vice versa. To help them find their way around, I apply conditional formatting to certain…
-
Change Model There Colour
It would be useful to be able to set Production Models header or background colour to something different to Test or other non-production Models. During development activities switching between models in different browser tabs and windows can lead to changing a formula in the wrong model. I've seen in other Finance Systems…
-
【2025年9月】プラットフォームアップデート
https://us.v-cdn.net/6037036/uploads/CUBTUW43TDN4/anaplan-platform-update-september-2025.pdf New UXの機能のアップデート ・キーボードナビゲーションの改善 ・複数セル操作（貼付・削除）のundo機能 ・カード設定の追加 ・ワークフロー通知メールの改善 Workflow Advancedのリリース ・Workflowを機能強化したAdvancedバージョンをリリース ADO機能のアップデート ・Secure File Transfer Protocol (SFTP) コネクタの導入 Anaplan XLのアップデート (version 2509)…
-
Anaplan Center of Excellence Charter
The charter template and general information guide are cornerstones to standing up the CoE team. — By Josh Baker, CoE Leader @ PJT Partners, and Asslam Umar Ali, CoE Leader @ Fortescue Metal Group(@Asslam). Hundreds of customers have established an Anaplan Center of Excellence (CoE), recognizing it as a foundational…
-
ANAPLAN XL View
Hi, I need help in pulling a specific view in Anaplan XL. The first grid should display attributes of various projects, while the second grid should present the monthly financial data for these projects. Thanks in advance.