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Embedding accessible images
Author: Dave Waller, Principal Product Manager at Anaplan. Using certain modeling and page build techniques, it is possible to embed images across your UX apps in a way that provides alternate text for users who may be visually impaired or who may be using assistive technologies to announce on-screen elements. This article…
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Boards, reports, and worksheets best practices — Event recording available!
In May, we hosted a challenge inviting Community members to share their insights on boards, reports, and worksheets best practices. We received insightful responses from Community members on these UX topics. In the follow-up event from the Challenge, Anaplan's Seb McMillan (@seb_mcmillan) and Russ Goza (@R_Goza), both…
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Unlocking the power of Anaplan XL reporting: A guide to using Anaplan XL
This article lists the videos available within the Anaplan XL tutorial series. Anaplan XL Reporting simplifies report creation, reduces manual effort, enhances security, and ensures reporting accuracy and efficiency. These videos delve into different aspects of Anaplan XL to help you get started with how to use the…
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The power of the ‘No’ version approach in Anaplan
Author: Hanwen Chen is a Certified Master Anaplanner and Professional Services Sr. Manager at Anaplan. Over the years, working closely with Anaplan customers across industries, I've been called in to diagnose and fix struggling models — often in crisis mode. Time and again, one particular design pattern surfaces as a major…
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June 2025 platform releases and what’s next
Check out the latest Anaplan feature updates and enhancements in our June 2025 official release notes. The information below offers supplemental information to that post. Security and administration New 'Application Owner' security role Tenant administrations can assign the Application Owner role to users in their tenant.…
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Connected Planning with Salesforce x Anaplan
Author: Miki Sato is a Product Manager, Product Management Team (Data Management) at Anaplan. If your Salesforce data isn't driving real-time planning decisions, you're missing a critical link. This blog shows how connecting Salesforce and Anaplan — via no-code tools, embedded dashboards, or APIs — helps you turn frontline…
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Did you know? Boolean read write
Author: Stacey Gibbens is a Certified Master Anaplanner and Solution Architect, Financial Planning & Analysis at Globe Life. Hello, Anaplan people! Today, I would like to share with you a solution to a model-building question that pops up on Community from time-to-time: controlling the behavior of user-facing Booleans so…
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Register for our July 30 platform release webinar!
Anaplan's next quarterly platform release webinar will be held July 30, 2025 at 8 a.m. Pacific Time. During this session, we will explore the latest features so you can optimize your Anaplan experience. Our expert-led session will equip you with a practical guide and live demonstrations to help you get the most out of new…
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Relaunch of the Anaplan Center of Excellence (CoE) Program!
We’re excited to share that the customer-centric Anaplan Center of Excellence (CoE) Program is back — with a refreshed experience designed to help you grow, connect, and lead more strategically with Anaplan. Whether you're building your CoE from the ground up or scaling an established team, this opt-in program offers…
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Event recording available: Anaplan Data Orchestrator
If you missed our spotlight event today on Anaplan Data Orchestrator, a recording is now available. This session — ideal for architects, model builders, integration developers, and enterprise planning teams — will help you better understand how Data Orchestrator fits into your broader integration and automation strategy.…
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When to import alphanumeric data as numbers
Author: Andrew Barnett is a Certified Master Anaplanner and Vice President at PJT Partners. Today, we will be discussing a scenario that we often run into in Anaplan. Numeric data comes in with units of measure, whether explicitly stated or implied in the data. The data might be a currency, like US Dollars or Mexican…
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Alternative for the default export chunking
Author: Anya Skvortsova is a Certified Master Anaplanner and CoE Lead at Asana. Problem statement When exporting the data from Anaplan module, Anaplan’s default chunk size is 10MB. The common challenge is that the chunks produced may have the rows split not just into the separate files but also split the row in the middle…
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How I Built It: Dynamic cell hardcoding
Author: Casey Pham is a Certified Master Anaplanner and Director of FP&A Systems at Yext. Hello Anaplan Community! In this ‘How I Built It’ demo, I'm going to show how we dynamically hardcode data in cells in order to preserve values that were previously derived from calculations. An issue I've seen in past implementations…
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Solution for indent diabled for hierarchical list when the page has more than two axis
Hello fellow Anaplaners, I have a question about the UX for Anaplan for hierarchical list. If I have a list with multiple layers, say P1, P2, P3, and P4, and the workpage had 2 axis, list and line items, in its vertical axis and time in its horizontal axis (see figure below) The list is shown without indentations, and may…
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Deleted Model
Yesterday we made a backup of our most important model. Today, anaplan tells us this model has been deleted. We do not know how this could be done. Nobody would delete this model. Luckily we have the backup but when I put it in "standard" mode again, all the pages do not recognize this backup as the source model. I thought…
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【2025年6月】プラットフォームアップデート
UX: ネットワークチャート機能の追加 ・接続名の表示/接続順序のドラッグ＆ドロップ UX: グリッド表示昨日の拡張 ・行/列の固定が永続化 UX: ワークフロー機能の拡張 ・グループ承認/バルク通知/コンテキストフィルタと自動書込 セキュリティおよびテナント管理 ・アプリケーションオーナー役割の導入/Bring Your Own Key の強化/グローバルナビゲーションの見直し
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Does the "Anaplan Formulas & Function" app still works?
Hello, Does the "Anaplan Formulas & Function" app still works? When clicking on "Download this app" I'm directed to a page "HTTP Status 400 - bad request". Thanks, Evrard
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How to remove a dismission
I've set up the dismission as below, and now I'd like to move away time, I found i can't move away a dismission in pivot function in the header, i can only move from columns to rows or to pages for a dismission, then how can i delete this dismission for this module?
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Bring info from another module
Hi everyone, i´m having some issues here trying to bring information from a module with different dimensions. Data should flow from a line item called Style function plan to the target, any suggestion here? Here are the dimensions: Source: P4 Department (rolls up to p4), Checkpoint meetings, Combined Climate, Sub C3: LY,…
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9.2.5 Activity: Add Formulas to Price Growth Rates Staging Module
In this activity, 1st step is Add Formulas to REV05 Price Growth Rates Staging Module, I did it in REV05, and then based on the instruction, I need to enter 5% for the FY19 Unit Cost% in REV04, but i didn't find way to input the 5%
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Has anyone taken a stab at Master Anaplanner Recertification exam yet?
Just curious :)…
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Share your best practices on guiding users through the UX — July 2025 Community Challenge
Our latest Best Practices Community Challenge is here, and we’re diving into guiding your users through the user experience! Each Challenge highlights a specific topic where Community members can share their expertise, exchange ideas, and learn from one another. Are you an expert in crafting intuitive and impactful user…
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I have mistakenly deleted my Level 2 Supply Chain Model
I have (in a lapse of thought) deleted my supply chain level 2 model. I cannot go back to my Sprint 1 resources to download this again. Is this resource available anywhere for me to re-add to my workspace? I am unfortunately stuck with my training until I can start this portion again.
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UX chart not looking good
Hello , do you have a better idea to better represent the below chart , as you can see there is zeros that I want to hide and want to add some kind of slicer and want to make it look a little bit like the UX design below that we previously had in excel , let me know your thoughts,,,thanks….. let us not focus if the numbers…
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Invalid Name
Hello Experts, Greetings for the day!! I am trying to import data from data hub into spoke model. While I am importing I am facing one error "Invalid Name". I have checked both data hub and spoke model same list item is present in both models and there is no mapping issue. Could you please help me with this issue..…
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Lock Freeze Panes ability for View Designers as a card setting
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: With the new release of the ability for end-users to lock freeze panes - I feel it would actually be materially more helpful if page…
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Polaris Training
Hi Team, I am looking for some training on Polaris Calculation Engine. Someone told me there are couple of videos under the category Polaris Primer Series 1 and 2. Could someone point them to where I can find those? Thank you
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Ability to Expand/Collapse horizontal sections or rows full of field cards (like filters).
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: For UX with large grid data, Users wanted to have filters to narrow down results, issue here was they had more than 15 filters for…
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How to extract Previous Column Ending Balance as Current Opening Balance (without time dimension)
I want to track the Opening balance, drawdown, and ending balance for the following specific dates. I created the following dates in General List. Then I created the following module to track the balance, which there is a line item called Beginning balance which is the previous value of the Ending Balance. Draw/Repayment…
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Status Log
Could you please allow me to see a log of the processing status of the workspace and model? Once this is achieved, it will be possible to identify the cause of the failure to some extent by checking the logs when it occurs, and the speed of response to the failure will increase.
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Page Title Options
Could you please allow me to change the color and text information of the page title? If you can set the page title options according to the settings of the page's source model, you can easily determine which environment (e.g., production or development) you are now accessing.
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Format Type: Integer
Could you please add type:integer as the format of the line item?
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Display the Name of the Model
When searching for a model, the name of the model may be cut off in the search results grid and cannot be confirmed. Could you please improve it so that we can see all the names of the models?
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Pop-up for Data Entry
Could you please make it possible to edit data in a pop-up instead of editing data like Excel? When you try to edit the data by selecting any row from the grid, a screen pops up, and various functions can be selected so that the data can be registered in the pop-up. In addition, it would be very nice to have some of the…
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Expansion of "Referenced by"
Could you please increase the number of items to be displayed in the "Referenced by" of the line item? For example, you might want to check the following: ・Is it a line item used in the filter? ・Is it in the data source of the Import Action and is it mapped? ・Is it a line item used in DCA? By expanding the "Referenced by"…
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View the physical size of the model
Could you please show me the physical size of the model? In the past, when there was a failure to access the production model, Anaplan explained that there was a gap between the logical size and the physical size, and in fact, it was due to a lack of free space in the physical size. If we can check the physical size, we…
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Talent builder program content - UX pages? My pages?
Hi All, My name is Dhanesh, I recently completed the level 1,2, Anaplan way & model builder exam. In the talent builder program(level 2), in some exercises we have to create UX pages but with the default access it is not possible so you have to create my pages instead. So the question was to make this program better can we…
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Action Execution Logs
Could you please allow me to check the execution log of the page? When you enter data on a page, you want to check the logs of who executed the actions and processes on the page when, and what the processing results were. By checking the execution log, it becomes easy to narrow down the functions that are really used by…
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Custom Developing Error Messages
Could you please allow developers to customize the error message? When the user enters data and presses a button, it will be easier for the user to understand the input constraint problem.
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Add Slack App to the Slack App Store
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: The Anaplan Slack app is not on the Slack store, and does not pass all Corporate security IT requirements to be installed (depending…
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Regex Formula
It would be very helpful to include a regex style formula in Anaplan so we can pre-process text fields ahead of an integration, or even help to cleanse messy inbound text. Currently if we want to remove special characters, or parse strings into cleaner formats we have to specify one by one the characters we wish to remove…
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In-Cell Calculations for Numerical Input
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: For fields/cells where a user need to input a number, it would be nice if the user could enter a simple calculation. If a user enters…
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Selection of multiple option from list on UX pages
Hello Anaplaner, Please find the attached Excel sheet along with the use case description below. We have a use case where the end user requires a selection option on the UX page from a list (Product & Company). As you may be aware, there is currently no option available on the UX page to select multiple list members from a…