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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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Share your data integration best practices — September 2025 Community Challenge
We’re excited to launch our September 2025 Community Challenge, focusing on one of the most critical aspects of Anaplan success: data integrations. Whether you’re just getting started with CloudWorks or Anaplan Connect, or you have built advanced orchestrations using APIs and Anaplan Data Orchestrator, integrations are at…
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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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August 2025 platform releases and what’s next
Check out the latest Anaplan feature updates and enhancements in our August 2025 official release notes. The information below offers supplemental information to that post. Planning experience Multi-browser tab syncing When changing context or data on a UX page, you can now view real-time data updates across up to five…
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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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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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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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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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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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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…
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Data Hub Download for Level 2 Model Building Sprint 1
Hi Anaplan Gurus, I working on Level 2 Model building Sprint 1 training. There is process step where Solution Architect asks for downloading Data Hub Model in your anaplan workspace. There is link provided in the activity to download the data hub for sprint 1. On clicking the link, System lands me on the Anaplan Frontdoor…
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Alternative of Rankcumulate
Is there an alternative to using RANKCUMULATE in Anaplan for cumulative ranking by group? The model's performance is impacted due to the use of rankcumulate. I'm looking for a more efficient approach or best practice to achieve cumulative ranking within groups without degrading performance.
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New Module Experience - Modules Search Bar
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: It is not possible to search for modules in the new modules (Beta) experience. This is something that exists in the current one. How…
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Prevent end users deleting a list item when using Worksheet in UX.
Hi, I have a worksheet for end users to enter new hires into, for which the list item which persist across versions. I am having an issue where the end user can delete a list item using the grid functionality because the Current Version value is blank, but I want to prevent them deleting them (as data will be lost from…
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3.3.7.2 Add DCA to INV01 Inventory Ordering -> Shipping cost question
Hi all, i'm checking the value for the shipping cost but i found something strange The formula looks correct to me, and I also reviewed the module behind the lookup function, which seems fine. For example, for WEEK 2 2020 / NUTZO BAR EN, the final shipment amount is 8,192, but the shipping cost for ROAD should actually be…
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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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Anaplan XL Reporting
Hi all, Is there any way I can replicate this in Anaplan XL Reporting? I have 2 modules, the first one contains the numerical data on projects and region dimensions. The second one has the project property, which is the area each project is applied to. In the module view, I can nest the region, project, and filter to only…
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Level 3 - Designating Sales Reps to Accounts
What is the frequency of designating sales reps to accounts? Is it during Yearly/Quarterly Accounts Review?
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Stuck in Activity 2 of L1 exaam
Not able toidentify error. And what is this builtin. Kindly guide
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'Delete task' Action on UX page
We have a 'Delete Task' action button on an UX page. The Action button is driven by a 'Run Action' line item which is TRUE if the Confirm Delete Boolean is checked. This setup works, but only if the user selects the full record (row) where Confirm Delete is TRUE. Currently, If a user checks Confirm Delete Boolean on the UX…
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Anaplan Workflow Advanced: Intelligent Routing
Workflow Advanced extends Anaplan's workflow capabilities with sophisticated features that enable automatic decisions and intelligent routing. Workflow Advanced contains all the Workflow Basic functionality with the additional capabilities of branch and reconnect, send-back loops, value-based decisions, and parallel steps.…
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Need Help: Import Updates Only Specific Combinations Without Erasing Others
Hi Anaplan Community, I'm facing an issue while importing data (text details) into a module that has two dimensions: "Unique Line ID" and "Organization x Site". The source file is based on a numbered list. It includes text-formatted columns (line items) that contain the names of the "Unique Line ID" and "Organization x…
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Can a Work flow only be opened by a Work Space Admin?
In this instance changed from Complete to in Process in Classic Work Flow? thanks for your help.
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Error "No current transaction manager" during data import
Hi Community, I ran into an error while manually importing a CSV file into a module in Anaplan. The error message displayed is: "No current transaction manager" Has anyone experienced this issue before? Thanks in advance for your help!
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Virtual Data Warehouse using Anaplan metadata
We are writing from Centrify Solutions, an Enterprise Data Integration +AI company. We have developed a solution that integrates metadata from Anaplan and external sources like NetSuite into a virtual data warehouse. This creates a dynamic large language model that can be deployed internally to any data source or securely…
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API request exceeds limit
Hi, Since last one month we are facing a lot of Integration failures mostly a wake up job is failing (which is a dummy blank action to keep the model alive). We are getting the Error HTTP:429- API request exceeds maximum limit of 600 request per minute. From the process prospective it should not 600 Actions running in a…
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Cloudworks Big Query Integration Fail
Hello, I am receiving an 'Anaplan Upload Failed' Status Description when testing my integration with a Big Query dataset. The integration imports data from BQ to our Anaplan model. No other details given in the error log. I suspect that Cloudworks is not even picking up the file but am not sure what we did wrong on the set…
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Azure blob connection Cloudworks vs ADO
I am trying to connect to Azure blob, the credentials work on cloudworks, but do not work on ADO. Has anyone else experienced this issue?
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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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How CloudWorks Changed My Day-to-Day Work
Hello Everyone, I’ve been using Anaplan CloudWorks, and honestly, it has completely transformed the way I handle daily integrations. What I love most is how simple it is — you don’t need deep technical knowledge to get started. It’s simple, user-friendly, and has become an essential part of my daily workflow. If you are…
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Is there not a way to disable or not show Source Module on a Card?
Seems like the New UX is still missing the functionality to toggle on or off the ability for an end user to open up the "Source Module" from a card on a page. This was easy to control in classic dashboards but seems to not be possible to configure now in the New UX.
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Allow non-WSAs to view source module name in UX.
When a user clicks the ellipsis in a grid card they should be able to see the name of the source module. This empowers end users with the ability to connect to the source data they see in the UX to the module in the backend. It also enables end users to pull the data into Google Sheets or Excel.
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Ability to exclude zero values from AVERAGE calculation
A common requirement we see on customer implementations is to be able to calculate the average of a set of values but exclude zero values. For example if we have the following set of values (10,0,0,8,0), the average excluding zeros would be (10+8)/2 = 9. The current AVERAGE function cannot exclude zeroes and so gives an…
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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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LMB1 - REP03 forecast US heat count Dec 19
In Dec 19 the headcount in the training displays 9. I have 8 in my version because Eveline Nicholls who started on the 1 Dec 2019 in not present. She is present in Jan 20. Does anyone know what has caused this discrepancy? It looks like 12/01/2019 = 1 Dec 2019 the import into SYS08 was DD/MM/YYYY It does seem 12/01/2019 is…
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Is there any way to re-request access to the Workspace?
Hey Community Members, I enrolled in the Talent Builder Program, but due to certain academic and professional constraints, I was unable to make full use of the 90 days, so I ended up starting very late, because of which, I could only complete a few lessons from Level 1. Is there any way to extend or request again for the…
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RANKCUMULATE not working when adding additional dimensions to module
I have an issue where I am getting the expected result from RANKCUMULATE when using one dimension, but when I add an additional scenario dimension to the module, it doesn't calculate the way I'd expect. Here are some screenshots to explain the case: Module 1 - calculates cumulative total for list items in list "Age"…
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GL Mapping Update Without Impacting Historical Periods
Hi Everyone, I have a module that is dimensioned by GL Account and a P&L Line Item subset, which is mapped to the GL Account. I’m looking for a way to ensure that when changes are made to the mapping, they only affect the current and future period numbers—without impacting historical data. Ideally, this should be done…
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Which of the conditions require the use of a numbered list
This seems to be a tricked question, I can not figured how this is not correct [Image Removed by Moderator] This is the reference from Planual: [Image removed by Moderator]