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Polaris Modeling and Optimization — Community Q&A Challenge
Think you’ve mastered the Polaris calculation engine? It's time to put your skills to the test! For our next Community Challenge, we're moving into hands-on problem-solving. We have put together several real-world modeling and optimization problems that will require you to apply your Anaplan expertise. This is your chance…
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Integrating your Oracle data: The Anaplan connector
Author: Kira Wagner is a Product Owner at Anaplan. The Oracle connector further expands Anaplan’s integration capabilities by bridging your Oracle database with the Anaplan Data Orchestrator (ADO). This connection makes your data readily available for downstream processing in your Anaplan models, supporting accurate,…
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Building scalable Anaplan models — Part 1: Master data management in the Data Hub
Author: Hanwen Chen, Certified Master Anaplanner. If you read my previous article — “How to build a Polaris reporting model in less than 2 weeks” — you already know how to rapidly stand up an Anaplan Polaris reporting model by leveraging existing Data Hubs and Classic models. That article focused on speed of delivery. This…
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Recording now available! April 29 platform release event
If you missed our April 29, 2026 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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A CoE becomes essential when you own Anaplan
A CoE becomes essential when you own Anaplan 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. You don’t need a large team to have a Center of Excellence, but you do need…
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A practical guide: Customer tenant split
Author: Marc Weinzimmer, Certified Master Anaplanner and Senior Project Manager at Alpha. A tenant split can happen when a company splits into two separate companies. This consists of migrating workspaces (including all models in it) and users from source tenants into a target tenant. Let’s quickly walk through a helpful…
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How to build a User Access Management Model (UAM) that scales
Author: Artem Shchaulov is a Senior Anaplan Consultant and Certified Master Anaplanner with 8+ years' experience implementing global EPM solutions. In my first article, we established why access management breaks at enterprise scale and why a dedicated User Access Management (UAM) model is the only architecture that works…
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Anaplan Polaris — Tips & Tricks
This article is part of a series on Polaris best practices. Click here for more Community content or visit Anapedia for detailed technical guidance. Here at Anaplan, we're always looking for ways to help you get the most out of our platform. We know that sometimes the smallest adjustments can make the biggest difference in…
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CoE guide: Workflow governance in multi-team Anaplan tenants
Author: Laiza Tagumpay is a Certified Master Anaplanner with a background in Customer Success and Solution Architecture, now happily building and scaling Anaplan as a CoE Principal Engineer in a biotech company. As more organizations adopt Anaplan Workflow across multiple teams, it’s helpful to step back and align on how…
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March 2026 platform releases and what’s next
Check out the latest Anaplan feature updates and enhancements in our March 2026 official release notes. There you'll find information on: Intelligence Anaplan CoModeler Anaplan Analyst Anaplan Agent Studio User Experience Data driven hierarchies with drag-and-drop Enable or disable comments Module-driven navigation actions…
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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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Using territory maps with Anaplan
Author: Paola Malafaia is a Certified Master Anaplanner and Associate Consultant at Cornerstone Performance Management. After setting up Territory Maps, I had a few learnings and I thought it would be helpful for other developers to put some notes about the basic settings of this mapping feature for dummies. The goal here…
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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…
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Activity 2.3.8.2 Import into DEM01 Module
I am stuck at Activity 2.3.8.2 Import into DEM01 Module I don't know how to map Time. Could anyone please help with this: I thought it should be "Patterns with Separators" Y-M but it failed "Expected month name or number in date/period" I tried all "Match Names" (could not choose Language), "Periods" with "Custom…
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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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Synchronize History visibility with Grid Card filters (Restrict History for hidden rows)
【Current Behavior & Challenge】 In the Anaplan UX, the History feature does not currently respect the filter settings applied to a Grid Card.When a user maximizes a Grid Card or selects the entire grid to view History, the results include the audit trail for rows that are filtered out (hidden) on the screen. 【Business…
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Granular IAM Policy Requirements for CloudWorks Amazon S3 Connection (Import vs. Export)
Currently, the official documentation for connecting CloudWorks to Amazon S3 provides a broad IAM policy example that includes s3:DeleteObject. Connect to Amazon S3 | Anapedia However, from a security governance and "Principle of Least Privilege" perspective, many organizations require more granular control over these…
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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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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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Post man API services to trigger Export is failing when i try to export the file , any idea
I am getting the API error when i try to trigger export jobs through Anaplan API
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Dynamic naming line action matching names in Actions
Hello. Quick question. I've implemented Dynamic renaming line items similar to this. The question I have is that I use both modules where I dynamically rename line items (Source and Target) in an action to copy calculated information into a snapshot (e.g.: REP9 into REP09b). Would I need to remap line items in the action…
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Best Practices for Ingesting REST API Marketing Data (JSON) into Planning Models
Hi everyone, I am currently working on architecting a comprehensive marketing budget and forecasting model. To get an accurate picture of our digital marketing supply chain and engagement ROI, I need to pull real-time pricing and delivery metrics from our external backend providers. Specifically, we utilize an smm panel…
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CloudWorks Job Dependency Timing
If I schedule two CloudWorks jobs, one that loads data into Module A from different Model and a second that runs the actions to move that data into Module B from Module A, will the second job wait until the first job finishes before starting, or will it start at its scheduled time even if the first job is still running.
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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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I am working on Level 3 V1 section 6.3, I would like to know if the Example is what given is right
I have tried a few different ways and have not come up with these numbers.
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4.6.7 Activity: Import Data into P2 Products List
Let me know what am I doing wrong here. getting different result while importing.
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4.8.2 Activity: Import Data into E2 Employees# List NUX
In the NUX everytime I try to import the employee list it doesn't display the name. I am correctly importing but it continues to show the employee names as numbers. Please advise
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Best Practice - Moving to New Chart of Accounts
We are currently looking at migrating ledger providers and as part of this, there will be a full remapping of our existing chart of accounts to a new chart of accounts. This will likely break large parts of the model where we do lookups of specific account codes and the structure of our overall P&L and Balance Sheet will…
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April 2026 platform releases and what’s next
Check out the latest Anaplan feature updates and enhancements in our April 2026 official release notes. There you'll find information on: Polaris Trigonometry functions MOVINGSUM on general lists Line item limit Security and tenant administration CAPTCHA on basic authentication Anaplan XL (version 2604) Offline writeback…
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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)?
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Aligned by Design - A proportional cascade framework for multi-level forecast reconciliation
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: In enterprise planning and forecasting, we aim to produce statistically sound forecasts at multiple organisational levels (e.g.…
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Aggregate planner commentary together with financials as insight rolls up across the organisation
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: In planning and forecasting processes, large volumes of textual commentary are captured at detailed levels (e.g., line items,…
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Leveraging Corporate Knowledge in Forecasting via Text‑Based Analytics
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: Enhance forecasting accuracy and responsiveness by incorporating corporate knowledge captured in unstructured text (e.g., management…
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Export for every list item in a context selector for a management report
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: A client wants the functionality to run an export on a management report that will export a page for every context within the context…
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8.2.2 Activity: Add Volume Inputs Module
I am having a challenge creating the volume input module properly as the location is showing Region. How can I change from the Region format?
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UX Formatting for List Items in Rows
For ease of reading tiles in a UX page would be great to be able to format levels of a hierarchy as different colors. For example L1 might be grey, L2 might be blue, L3 might be yellow, etc. Allow user to choose the colors for each level of the hierarchy
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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…
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API for Model Builder
Hello, Since Anaplan is missing a MCP server to interact with an agent, I would like to know if there are official APIs available for model creation and modification, or for Model import where the Model definition, as lists, modules, line items, formulas, etc can be adjust all together at once (different from Model sync).…
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NUX Show/Hide for line items as selectors under the grid
Hello, the request concerns Line Items as Page Selectors in NUX. It is great that we can use show/hide functionality when Line Item is displayed as Context Selector on top of the page. If I have 5 line items, but 3 of them are technical and I want to let users toggle only between two, I can do that. This also limits my…
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Performance Issue with Master Switch for Dynamic Product Selection in Polaris
Hi All, We are facing a scenario where users must dynamically select specific list items for different planning scenarios. Example: We have 5 products in total Scenario A: User plans for 3 products Scenario B: User plans for 4 products Because this selection is dynamic, we are not using subsets. Instead, we: Use Boolean…
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PowerPoint Add-in: Installation requires elevated privileges
This item has been identified as an outstanding known issue. A workaround is provided until the issue is officially fixed. Issue For versions 1.6, 1.7 and 1.8 of the PowerPoint Add-in elevated privileges are required to install the add-in through command line and for the "all users" option. Workaround * Installing through…
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Talent Builder Graduate Mini Resume - Dinesh Ghongate
Name: Dinesh Dattatray Ghongate Location: Pune, Maharashtra, India. Certification: Anaplan Professional Model Builder, Anaplan Level 1 Model Building ,Anaplan Level 2 Model Building, Anaplan Talent Builder Graduate Educational Background: Master's in commerce Profile Summary: I am an Anaplan Talent Builder Graduate with…
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1.8.5.1 Import Data into G1 Region List
Hi Everyone, I am unable to import G1 Region List code from Data hub to Supply chain. Could anyone help with this please? The GI region meant to pick up from SYS05 Region Details 2 code but it didnt. I tried to import it through general list. I dont know what went wrong