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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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Share your favorite 2025 Anaplan features — November Community Challenge
As 2025 comes to a close, we're wrapping up the year with our final Community Challenge — and we want your input! Share your experiences with the Anaplan features that made a real difference in your work this year, and hear other Community member perspectives. Question for the Community Challenge: What were your favorite…
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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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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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Exciting news: Anaplan will soon connect to Amazon Redshift
Author: Kira Wagner is a Product Owner at Anaplan. We're thrilled to announce that Anaplan is planning to expand our integration capabilities with the launch of our new Amazon Redshift connector. This addition will empower your organization to seamlessly bridge your cloud data warehouse with Anaplan's powerful planning…
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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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Unlocking AI's potential: How Anaplan's new data layer ends planning chaos
Author: Miki Sato is a Product Manager, Product Management Team (Data Management) at Anaplan. Your data is now harmonized, normalized, and ready for the AI era. 1. The scale AI needs Are you ready to truly leverage AI, but constantly hit a wall because of data chaos? In today's fast-paced environment, planning needs to be…
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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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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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October 2025 platform releases and what’s next
Check out the latest Anaplan feature updates and enhancements in our October 2025 official release notes. The information below offers supplemental information to that post. Planning experience Combined Grids This new capability gives page builders the ability to combine multiple modules into a single, unified grid on a UX…
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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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Custom Calendar Scheduling for Workflow
Currently Templates can only be run on a certain day of the week or selected date of the month. It would be great if it can have more options to trigger workflows
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2025 Professional Model Builder Re-certification
Is the Professional Model Builder certification valid through 31st December 2027 or only 2 years from the date of issue of 2025?
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ADO - Another Key Has Already Been Processed With This Key
Hi All, So I am getting an interesting set of errors when pushing to a hierarchy in a model from ADO: This is a 10 level hierarchy, and there are no errors for level 10. I have tried pushing data to a hierarchy with the first 9 levels only with no issues at all, so it seems to be an issue with the 10th level. I have…
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Anaplan NUX Waterfall Chart - Ending Totals from 0
Is there any way to have the last item of the waterfall be a running total that starts from 0 and shows the net of the previous waterfall components? I'm using line items here, would just want the Ending NAV to always start at 0
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How I Built It: User Access Management
Author: Kevin Dale Bandelaria is a Certified Master Anaplanner and Solutions Delivery Head at OmniQuest, Inc. Solution overview The User Management process in Anaplan was developed to simplify how administrators set up and maintain model roles and selective access settings for users. Traditionally, configuring access in…
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Ability to Add Data Write Action to Existing Process
1. It would be really a game changer if we are able to add Data Write Actions to the existing processes, It would not only scale up the usage of the Data Write Action but also would save a lot of time and effort and would save us from creating multiple saved views and actions. 2. Currently, Data Write actions can only…
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FCR Feature Enhancement: Improve error message for import data
Description of use case It happens, when importing csv files, that the import fails and a red box appears stating "An unexpected error occured". See attached screen shot. It happens for a workflow with the "file import' task. When does this message appear? So far, we are aware that this message appears in case: no amount…
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Anaplan add-in for Power Point security issue
Hello everyone I am going through an issue with security when logging into Anaplan via power point add-in. I am a workspace administrator and SSO user. But once I installed add-in for power point, I am not able to login. I am using Universal Login (default) connection and it asks for user name and then a password (not…
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Send Email without having to push a button.
Hi All, I was working on a support ticketing project. I had the project scrapped because the end user didn't want to hit a button manually to send an email to notify other parties. It would be nice to have Anaplan automatically send emails without having to hit a link with MAILTO(). For example when "ticket status" is…
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Dynamic List filter not syncing on Pages
Dear Community, I try to make something work in a Page on the New UX : I have the following : - An input module "Forecast collection" dimensioned by Time / Version / Entity / Cost Center and Project for users ton enter amounts - An Input module identifying which CC can access to which Projects to input costs on it "Cost…
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Quarter to Monthly
I have 3 modules. First module has list with yearly values. second module has line items that convert the yearly data to quarterly. I want to convert quarterly data monthly in third module. The quarterly module has override capabilities so if user select set annual to 0, then the total for that year will be 0. If user…
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Flag levels in Simple List
Before we start, here's a quick description of what are simple lists. Then, I will share how each level in a simple list can be flagged. Simple lists contain list items in a single list with a parent/child hierarchy. For example: It's often tricky to apply logics to this list because you can only add data to child list…
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Can't assign All Roles as a Top Level Item
I don't understand why I can't assign All Roles as a Top Level.
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Turn off Show Comments Summary Panel?
Is there a way to turn this off? What is the point of allowing all users who have access to a page to see all Comments? Unless I am missing something, this Show Comments Summary Panel is not security access dependent. All users who have access to the page can see the comment. This fact is even confirmed via the "Who can…
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Importing SKU File
I can't figure out why my SKU file won't import. Where do I go from here?
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Can Anaplan models be accessed via tabs in salesforce?
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More customization options for Network Charts
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: Current options for Network charts are limited - no resizing (only zoom in/out) is allowed, background is always white, and you can't…
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Issue with Anaplan tab in Salesforce
I have installed the Anaplan app in Salesforce, but have been receiving an error. In the Anaplan part it asks for you to contact support, but does not provide any details into how to do this, just raising a ticket in the portal? WOuld be great to have more information.…
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NUX - Expand / Collapse Page dropdown selector
Similar to old UX, Hierarchical List of items within the page selector should be able to expand and collapse. This feature in old UX is very handy when you have a lot of list items with multiple hierarchies. In the NUX, it gets pretty difficult to select items when there are a significant number of list items you need to…
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Feature Enhancement Request: Display Name Adjustment for Tooltips in Security Profile Access
We would like to request a feature enhancement regarding the name displayed in the tooltip within the Security tab. Current Behavior At present, both the tooltip and the Manage Members section display only the member name. Difficulties ( feedback from our end users) Many of our clients use large member hierarchies—ranging…
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Workflow: Continue Workflow after Decision Task Rejection
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 a workflow ends if a decision task is rejected and it is not possible to add workflow steps after the rejection. I want to…
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Planning, pie, and people: What I’m thankful for in the Anaplan Community
Author: Mikhil Agarwal, Certified Master Anaplanner and Delivery Manager at VISEO USA Inc. As we dive into the holiday season, a time for family, reflection, and maybe just one more slice of pie, I’ve found myself thinking about a different kind of table I sit at throughout the year. Not the one in the dining room, but the…
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Publish AnaplanXL grid to Anaplan UX (with new UX screen type?)
It seems sensible that it should be possible to publish Anaplan(Fluence)XL grids direct to the Anaplan UX. This might best be enabled alongside a new type of UX screen.
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Recording available: Tackling frequently missed certification exam topics
Thank you to those who attended our recent event. If you missed it or would like to re-watch, here is the recording and a few resources to help with your recertifications! Don't wait to get the process started — you'll be glad you took the time to do it now before the holidays. Recording…
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Talent Builder Graduate Mini Resume - Snehitha Adicherla
Name: Snehitha Adicherla Location: Ohio, United States Certification: Professional Model Builder, Certified Anaplan Level 2 Model Building Educational Background: M.S. in Computer Science, Wright State University (2023-2025) B. Tech in Computer Science, VBIT (2018-2022) Profile Summary: Analytics professional with…
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Data Integration to Fluence workspace
Hello Everyone, I am seeking guidance on how I could create a workflow process in Fluence consolidation workspace, using the ADO import task. Does anybody know what kind of information I need to fill in these fields? I have watched the ADO training but only explains the data transformation and integration within Anaplan…
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L3 Sprint 1 : Sales Planning
Hello everyone, I created a new model to display the Sales Planning using the PY Revenue from DAT02 Revenue and the PY Actual Revenue from TAR02 Account Review, applying the appropriate LOOKUPs and using SYS99 to retrieve the % of Account Sales Target. However, when I compare the results of my build with the results shown…
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Working with Opening / Closing Balances and 'fake time'
We have an Anaplan model that uses "Fake Time" - that is a time dimension specifically constructed for the application and not one found native to Anaplan. For this reason the Opening / Closing Balance summaries don't work. We would like to be able to show the opening and closing balance at the beginning end of each weekly…
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Macroeconomic Variables
Hello Community, Is there a way to source into Anaplan for modeling purposes forecasted/consensus macroeconomic variables such as GDP, benchmark rates (Fed Funds, SOFR), Unemployment, etc? Thanks! Daniel
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Export Action to Power BI
Hello! I´ve created an export button to export a table from Anaplan to Power BI using Anaplan Connector. I can see the table in a list of export action in Anaplan, as shown below: However, I´m not able to find this export in Anaplan Conector in my Power BI. I search the right way to get to the table but this export name…