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Anaplan introduces Snowflake Writeback in Pipelines
Author: Kira Wagner is a Product Owner at Anaplan. Snowflake Writeback is now available as a new addition to our integration capabilities. As the first of several planned writeback connectors, this feature is part of the Pipelines functionality in Anaplan Data Orchestrator. It allows you to move transformed and validated…
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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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Polaris Building and Debugging Tactics
Author: Dana Evernden is a Principal Solution Architect at Anaplan, pioneering the Anaplan Delivery Assurance Program. Polaris Building and Debugging Tactics Tired of sluggish models and performance bottlenecks in Polaris? Ever feel like you're just one tweak away from unlocking lightning-fast speed? You've found the…
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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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How I Built It: Sensitivity analysis
Author: Casey Pham is a Certified Master Anaplanner and Director of FP&A Systems at Yext. In this ‘How I Built It’ video I'll show how I built a model and process to run a sensitivity analysis. Tens or hundreds of scenarios without overloading the model with too many scenario list items and manually updating driver inputs…
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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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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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Level 2 Model Building: Sprint 3: 3.3.5.2B Shipping Line Items
Hello, I hope you’re doing well. I would like your help with the Shipping Time Weeks formula because whenever I try the formulas, they don’t work.
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Hi everyone, I’m trying to confirm whether our workspace/model is actually running on Polaris or Cl
Polaris or Classic Engine.
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【2026年4月】プラットフォームアップデート
Polaris機能のアップデート ・三角関数セットの追加 ・MOVINGSUM式 ・ラインアイテムの上限 セキュリティとテナント管理 ・ベーシック認証におけるCAPTCHA Anaplan XL (バージョン 2604) ・オフラインライトバック ・Anaplanのサイレントサインイン ・機密性の高いデータの自動消去
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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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Enable Export of New UX Pages and Module Metadata from New Model Experience
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 are trying to export and document Anaplan New UX pages and model metadata for governance, audit, impact analysis, and knowledge…
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Avoid the roll back every time the formula is wrong
Every time we create a wrong formula the system runs a roll back that takes about 8 minutes!! We would like to avoid this roll back... it takes so much time during the development phase! They could just send a warning message!
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Uploaded Date data in other formats
I am trying upload data from a CSV with date. For size reasons, I don't want to dimension the module by date but bring it in as a line item formatted as date. The problem is that person that will be doing the upload is in Italy, and their date format is different. When she does the upload, the date gets messed up…
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Anaplan Level 3 Assign accounts to territory
Hi, when I am assigning the account to the territory I am always facing error as below and account never get assigned to the territory , what could be the reason ? When I use same method for unassign it works .
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Allow workflow schedules to be set to run on certain business days of the month
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: When we create a workflow, we really need the schedule to occur on certain days to align with the planning calendar (business days…
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Is formula for "Confirmed Purchase Order Receipt" correct ? Sprint 3 Level 2
IF Confirmed PO Delivery > 0 THEN POST(Final Shipment Amount, -Final Shipping Time Weeks) ELSE 0 I'm not sure if its correct or not ? Any leads would be helpful, I tried putting in exam but it shows wrong. Should I use SETOFF instead ? like " IF Confirmed PO Delivery > 0 THEN SETOFF(Final Shipment Amount, Final Shipping…
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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…
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Job Aids During Discovery Phase?
Hi Everyone, Are there any documents/job aids that summarize the key questions to ask clients during the Discovery Phase? I'm referring to more specific questions than the broad overview in the Anaplan Way. For example, there are great posts here with questions you could ask a client when figuring out what dashboards they…
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Board Insights Panel - Drag and Drop
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 newly released Board Insights Panel is a great addition to the platform. It would be nice if as a page builder we could take…
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Event recording available: CoModeler for Clear, Correct, Continuously Improved Models
If you missed our spotlight event on Anaplan Community Experience: CoModeler for Clear, Correct, Continuously Improved Models , a recording is now available. Our partners at Polestar Analytics, Steven Gnatovich and Vijay Vyakaranam shared with us how they are utilizing CoModeler in their implementations. The session…
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How I Built It: Refreshing current date in an Anaplan model using Cloudworks
Author: Sai Bandaru is a Certified Master Anaplanner with six years of experience architecting Anaplan models. Hello Anaplanners! In today's fast-paced business environment, having accurate and up-to-date information is crucial for making informed decisions. In this ‘How I Built It’ tutorial, I'll explore a practical and…
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3.4.4 Activity: Create Stock Exceptions Review UX Page
Hi All, I would like to ensure I am following the right path in building the Stock Exceptions Review UX page. My INV02 module is ready with the stock exception count at product family and country level. Here is my formula for Safety Stock Flag Count - 'INV01 Inventory Ordering'.Safety Stock Exception Count[SUM: 'SYS08 SKU…
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Did you know about Anaplan FCR's Drillthrough feature?
Author: Werner Priels is Product Manager at Anaplan, focusing on Financial Consolidation. When managing multiple data interactions in Anaplan FCR, having a clear and transparent audit trail is not just a nice-to-have; it's a necessity. The out-of-the-box drillthrough feature is a powerful tool that provides deep insight…
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How to remove old records from a list
I have a large number of records which are old and we do not need in the model. How do I remove them from the model?
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Blueprint View - "Is Summary" and "Parent" - Impact of Clearing These Values
Hello and thanks in advance for any assistance! I am hoping to better understand what the "Is Summary" and "Parent" in the Blueprint View impact in the model? My end goal is that I would like to set all of the "Is Summary" to FALSE and clear out the "Parent" in the Blueprint view. I do not fully understand what the impact…
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Evolving business requirements over time: Retroactive changes and effective dating
Author: Marc Weinzimmer, Certified Master Anaplanner and Senior Project Manager at Alpha. The day a new Anaplan model goes live is always exciting. The model is clean, fast, and aligned with current business needs; admins are trained, users are engaged, and everything appears to be running smoothly. However, as time…
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DCA and Internal (Full Access) user Issue
Hi Anaplaners, I have a scheduled job run by an integration [Internal (Full Access)], in the target module some data/values (text or numbers format) are imported correctly however, in some line items with DCA the values imported are zero and this is not the value in the source module. Internal (Full Access) has WRITE…
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Best practices for adding a list dimension without modifying the existing structure.
The target module has an additional list dimension compared to the source module. Is there a way to automatically aggregate the source data into a specific dimension of the target? Due to legacy reasons, the current module lacks a specific dimension. However, to enable budget vs. actual comparisons, we have to add a new…
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HOW TO CONTACT TENANT ADMINSTRATOR FOR REQUESTING ACCESS TO PAGE BUILDER
Hi All, I taking level 2 training for model building and need access for my apps. Could someone direct me how to contact the tenant administrator for requesting access to page builder role. Is there any email ID through which i can do this ? Thank you, Sandeep Reddy
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Automate pdf Export
Hi, The new UX looks great and I know it has the ability to export a dashboard in pdf format. Is there a way to automate this process? I want to schedule some reports to be exported as pdf files to a cloud location or send as attachments to an email distro list. Thanks for your help.
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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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Expand and collapse items in a grid
As an mobile builder and as an end-user I want to expand and collapse hierarchy rollups and line item summaries So that I can more easily consume grid data.
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Collapse / Expand Hierarchy Functionality in Modules and UX Grids
In current standard grid modules and UX Grids you can't Collapse & Expand hierarchies of Lists/Line Items/Sublist like you can do in Excel (see below). Considering that sometimes hierarchies can be huge or you want to Collapse one part but Expand another - it would be good to have such functionality
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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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Group/ungroup columns/rows in New UX
Please, add a possibility to group columns / rows, like in Excel.
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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…