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How to, plus an evaluation of ways, to do version comparison
Author: Kevin Beltz is a Certified Master Anaplanner and Principal Platform Adoption Specialist at Anaplan. Budget vs. Actuals. Last Year vs. This Year. What-if Scenario A vs. What-if Scenario B. As an Anaplan model builder, solution architect, or end-user, you know that comparing versions is a foundation of insightful…
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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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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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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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Activity: Prepare Data Exports
Hello, i had a trouble to understanding to fill the formula on "Code" line item, if the purpose was to get the code on G3 Location, why don't just make the line item format List and refrence G3? well i try that, and i got another question, why you cannot refrence straight to G3 grid Code? and what the downstream mean in…
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User story 3.3 To derive Monthly Commission Forecast
Hi, My values of monthly commission forecast is not matching the Check your build values. Please help to identify where I am wrong. As I have attached screenshots of the blueprint and module grid view. Thanks, Sre Varshaa S
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I need to flow data from a model DAT01a in PBF Dev to PBF Consol
I need to flow data from a model DAT01a in PBF Dev to PBF Consol, we use connectors to do this OUT3A and OUT3B Any instructions or tips on how to build or test the data can be flowed through to PBF Consol?
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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
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Polaris Training in Classic Workspace.
Hi, I currently don't have access to the Anaplan Polaris workspace. Is it acceptable to proceed with the training in the classic workspace, or will this create issues later and prevent me from obtaining Polaris certification? Let me know if you have any insight on this.
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Question for 4.8.2 Employee Mapping
I am having issues with mapping. The upload is successful but in the code, some of the employees have names instead of the country code. Can someone assist and let me know what I am doing wrong? I went back to previous lessons to make sure I am doing the right mapping as well.
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PlanIQ algorithm properties
Review the table below for information on each algorithm and its specific properties. Question? Leave a comment!
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Handling Month–Year vs Year–Month format issues in Anaplan imports?
In our current setup on a Global Engagement, most regions use a Month–Year format (e.g., Jan-26) for the time range in the forecast upload template. However, the US region follows a Year–Month format (e.g., 26-Jan) in their local Excel files. This mismatch creates a challenge: When US users download the template, it is…
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Ability to change Pivot in Google Sheets Add-on
The Google Sheets add-on doesn't let us change the dimensions in the Pivot when setting up the connection, unlike the Excel add-in. We need to create custom views in the model to be able to pull the data in the format we want. This is a big deterrent towards adoption of the Google Sheets add-in and restricts the…
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Pivot feature for Google add-ons
The information toolbar suggests that we pivot in Anaplan using filters and pivot feature. This is an inconvenience from the user experience perspective. If that were to be the case then we are better off creating views for everyone. Moreover, this feature that's been mentioned as information does not work as intended.…
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3.3.5.2A Beginning Inventory, Forecast Demand, and Suggested Order Line Items
What is the correct formula to display Beginning Inventory?
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Shared Pages Across Multiple Apps
The Idea Allow a single page to be surfaced in multiple apps simultaneously — appearing natively in each app's home screen and dropdown navigation — without needing to duplicate the page itself. The Problem Many organisations structure Anaplan around multiple business unit-specific apps, but have pages that are truly…
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Cooking up a prototype — A recipe for success
Author: Tiffany Rice is a Certified Master Anaplanner and Senior Supply Chain Applications Builder/Developer at Anaplan. There are many different scenarios where leaders or project sponsors may request some “proof” before we make the “pudding”. This is common in instances where teams are exploring new functionality,…
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L3 Model Building Sprint 2 - User Story 3.3
Hi Community, I was able to match my Target with the screenshot provided in the training. But after applying the commission and attainment % to Quarterly Target and then using Quarter Apportionment to divide quater values into monthly interval. My screenshot doesnt match the check your build. Commission% for Janell is 10%…
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Save user specific adjustments to column widths in a grid on a UX page
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: Users need the ability to save adjustments to column widths that they make within their module views of a UX page and have those…
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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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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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【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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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…