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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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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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Anaplan Data Orchestrator (ADO) outbound connectivity
Author: Reena Sethy is a Principal Product Manager at Anaplan. In Anaplan Data Orchestrator, you can manage data integrations, prepare and transform data before you load it into Anaplan models. It automates data loads into Anaplan, and transforms raw source data into a format that matches Anaplan’s import requirements…
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Inspired by the best: Master Anaplanner insights to close out the year
Hello, Anaplan Community! What an amazing year it’s been! As we look back on 2025, I am absolutely blown away by the spirit of collaboration and support that defines our community. Every single day, you all show up for each other, sharing knowledge, solving complex challenges, and pushing the boundaries of what’s possible.…
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User Access Models (UAM): Why managing access is hard and how to make it work
Author: Artem Shchaulov is a Senior Anaplan Consultant and Solution Architect with 8+ years' experience implementing global EPM solutions. In my experience, User Access Management (UAM) inside Anaplan works perfectly as long as the model footprint is small. The built-in UI allows administrators to add users, assign roles,…
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How I Built It: Codebreaker game in Anaplan
Author: Chris Stauffer is the Director, Platform Adoption Specialists at Anaplan. My kids and I enjoy code-breaking games, and so I wondered if I could build one in Anaplan. Over the years, there have been many versions of code breaker games: Cows & Bulls, Mastermind, etc. The object of this two-player game is to solve…
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Anaplan Connect, automation, and AI
Author: Steven Kraplin is a Certified Master Anaplanner and Senior Financial Analyst at The MathWorks. Anaplan Connect is an Anaplan native tool designed to facilitate automation leveraging Anaplan’s API. Combined with a scheduling tool, this allows for bulk processing of data with limited to no touch points. Recently,…
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End user documentation made easy with Anaplan
Author: Hillary Sich is a Certified Master Anaplanner and Senior Manager at Accenture. Do you actually enjoy creating end user documentation for the models we build? Are you creating end user documentation as a Word document with multiple screen shots per page? If so, then this article is NOT for you! Why not leverage…
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How I Built It: Customizing Summary Methods
Author: Mitch Aist is a Certified Master Anaplanner and Principal Consultant at Tru Consulting. In this How I Built It video, I share a unique method for creating custom logic for Summary Methods. Learn how to create line items that can identify the hierarchy level of list items. You can even use this technique to utilize…
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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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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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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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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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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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UX Pages - Guidance on Cataloging
Hi, I'm working across 5 models with the follwing profile of UX pages - model A. 69, model B. 132, M C. 31, M D. 49, and M E. 33. Total of 314 New UX Pages. This strikes me as quite a number of pages to keep track of, and I think building a 'catalogue' with some relevant data would improve the User Experience, and the…
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How can i export accuracy metrics from Anaplan Forecaster to Model.
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Moving Sum for Formula driven number format line items
I am trying to create a Net Debt / EBITDA formula at the bottom of one of our P&L income statements where, i have tried the MOVINGSUM function. However this does not work for summary line items which EBITDA is. What i would like is to be able to sum the previous 12 months EBITDA (Including the current period) numbers in a…
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From alternative to essential: The expansion of private markets
Author: Daniel Dunleavy, Certified Master Anaplanner and Manager at Alpha FMC. Private markets — once the domain of large institutions and specialized investors — are now playing a central role in how businesses grow and how capital flows through the economy. As the global economy moves into 2026, private investment in…
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Import error due to incorrect time mapping
I have this template to import back to my module By right it should match the module because the time format is the same as the module the only difference is that in the excel file there is a seperator. M-Y. Thus logically to me it should be But when i run the action using M-Y and match names both result in an import error…
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Design Grid - "simple" Find Member does not exist anymore - only Advanced Search
Hello, I used to find Members in the Design Grid Dialog by typing in a text into the search field and pressing the "Find Member" button. The cursor jumped to the first result within the dimension tree. This does not work anymore. I always get the same dialog as the "Advanced Search" Button. I am using Version…
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Delete Action in NUX
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: there is ability to create this in actions tab but not to expose in NUX. NUX has been out for long time and this i bucket with…
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Excel Plugin asks me to log in
Hi, I am trying to create a new Anaplan Connection using the excel plugin. It asks me for an environment and I chose the default one (https://us1a.app.anaplan.com). It then asks me to connect with my Anaplan account but it just says : ———— The Anaplan server returned an error: Authentication Failure. If you're unsuccessful…
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Field Selection (Not give the option to select Top level)
I have a list call lease ID that has a top level called All Lease ID. I do not want the top level to be seen in my selection. What can i do ?
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User Selective Access
I have a selective access cost center list in a flat format that contains multiple hierarchy levels. I need to assign more than one cost center parent to a single user. While this can be done manually, I would like to know if there is a way to import this through a CSV file instead. Could you please confirm if this is…
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Talent Builder Job Opportunities - ANP Consulting
Position Title: 𝗔𝗻𝗮𝗽𝗹𝗮𝗻 𝗠𝗼𝗱𝗲𝗹 𝗕𝘂𝗶𝗹𝗱𝗲𝗿 Company Name: ANP Consulting Role Overview: 𝗔𝗡𝗣 𝗖𝗼𝗻𝘀𝘂𝗹𝘁𝗶𝗻𝗴 is currently hiring Anaplan Model Builders for one of the consulting clients. We are seeking 𝗖𝗔-𝗾𝘂𝗮𝗹𝗶𝗳𝗶𝗲𝗱 𝗽𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹𝘀, including freshers, who possess a strong foundation in finance and are looking to build a career in the…
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Enable Sort Functionality with Nested dimensions
Current Limitation: Anaplan restricts sorting functionality on line items or dimensions in columns when rows have nested dimensions. Sorting is only allowed when there is a single dimension in the row axis. Impact: Limits the usability of reports that require multiple dimensions in row axes. Reduces the value of recently…
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RetrieveTIMESUM using ANY
Hi everyone, I was trying to Retrieve a Line Item (Boolean) using TIMESUM as formula to another module by using ANY. This Boolean LI has A,B,C as dimensions. My target module has only A as dimension. In order to use a reference module for mapping, does this reference module had to have A,B and C as dimension or just A…
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Regarding to gain employment with a customer or partner of Anaplan
I have complated my Anaplan Level 2 Certification. Can anybody assist me to get a employment opportunity to get access for Level 3.
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Level 3, model building
Hello, I created INPUT1 module to add stretch goal % per country by all products. However, even I select specific products the percentage works fine (I can adjust the percentage) but upon selecting to all products it grays out and won't let to change the percentage. please advise. Thanks, Farhad G.
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I want to apply conditional formatting to summary
If all periods exceed 100% i want it to flag red like below. How do i apply the condition at summary level?
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Top 25 Anaplan features released in 2025
Author: Misbah Ansari is a Certified Master Anaplanner, Anaplan Community Moderator, Leader India User Group, and Founder at Miz Logix. Anaplan has consistently released several features monthly to stay ahead of the competition and enjoy being a leader in the Connected Planning world. 2025 was no different and there were…
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Ask each time import version
i have three version YEP 1, YEP 2 and Budget. Only YEP 1 and YEP 2 have the option to select mapping. Budget is fixed mapping. How do i restrict the selection to only show YEP 1 and YEP 2
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How do we convert these column time into time dimension in anaplan
basically this is a transactional list wherein attributes are from A to E column. Need to create a hierarchy from A to E then convert these column to time .
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Docusign Integration
Hi I'm looking to speak to people who have used/are using the Docusign integration in their business. We are exploring the possibility, but we find the current setup quite limiting in terms of how an end user would interact with the integration, but also issues with concurrency and number field formats. Would appreciate…
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Anaplan DocuSign Integration
Hi Team, Could anyone please share their experience in integrating Anaplan With DocuSign? Our use case is below - Users should be able to create Purchase orders in anaplan, Route for approval and track the approval statuses. Our Approver Business users are not Anaplan users. So, we need to create a PDF file using the PO…
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Field selector should also select parent
I have a list Parent = Fruit Child = Mango, orange and apple. When i set up my field selection i can only select at child level. How can i select for parent level as well. I want my field to be dynamic. Means it can select at both child and parent level.
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Model Building Activity 5
Good day If anyone could assist it would be great - I've been stuck on Q5 of the L1 Exam for hours and failed one attempt already as a result of being logged out. I tried to look on the community and seems like many have had the same issue but answers seem deleted of unclear. The above seems relatively straightforward. The…
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Level 3 Sprint 1 9.3 % differences
Hi, When comparing the values in my model with the example given in build 9.3 Level 3 sprint 1 I'm getting slightly different splits for Quarters. Mine: Example: The FY20 numbers align so it is only the QTR split that is the issue. I have verified my data set at every stage and it aligns to the examples all but here. I…
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Sales rep monthly Commission not matching with Anaplan 'Check Your Build' numbers?
Hi All Community Members, Despite putting a lot of thought and efforts, I am not able to figure out where am I going wrong. I have set all the Modules and formulae in place but still the numbers for the sales rep monthly commission is not matching with the Check Your Build numbers. Please find below details of my modules I…
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Level 3 - Commission Forecast
Can you please tell me which of these amounts is off, or a hint on where i am going wrong because the final amount is not matching the screen shot in the training? I am not sure where to go from here. Any insight?
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7.3 Check Your Build _ User Story 3.3
So far, all my numbers have been verified using ‘Check Your Build,’ and everything looks fine. However, for this US, I’m not sure why there’s a slight difference. Do you have any suggestions on what I should check or what might be causing this?
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[Polaris] Allow for the use of Suppress 0's functionality on saved views for Model to Model exports
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: While understanding there are potential updates in the works, an alternative solution for Model to Model import challenges within…
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Cooking the P&L like a Blanquette: Robust Models in Anaplan
When you start modeling a P&L in Anaplan, there’s a universal temptation: “Let’s just add one more line item, it’ll be faster!” OH NO ! And yes, in the short term, it often is. But after a few iterations, you end up with a model that works… but looks like a stew that’s been cooking too long: too many layers, hard to…
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TABULAR_MULTI_COLUMN returns multiple header rows?
I'm trying to export data from my Anaplan view(s) in a way that it basically represents a "fact table" (dimensions and line items as columns, and the corresponding values as rows) for easy processing. GRID_CURRENT_PAGE/GRID_ALL_PAGES seems out of the question since the exported data is the same as in the UI and needs way…