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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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Interviewing and onboarding Anaplanners
Author: Andrew Barnett is a Certified Master Anaplanner and Vice President at PJT Partners. Having worked at several firms in the Anaplan ecosystem, both on the partner side and as a customer, I’ve seen firsthand how critical it is to hire and develop the right Anaplan talent. Bringing an experienced Anaplanner onto your…
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February 2026 platform releases and what’s next
Check out the latest Anaplan feature updates and enhancements in our February 2026 official release notes. There you'll find information on: User Experience Board Insights Panel Management Reporting on mobile Custom action buttons on mobile Modeling experience Four digit calendar Forecaster Holiday calendars UX pages…
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How I Built It: User filters with variable hierarchy properties
Author: Erik Svensson is a Certified Master Anaplanner and a Principal Solution Architect at Anaplan. Hello Anaplan Community! Thank you for checking out my ‘How I Built It’ tutorial. In this video, I demonstrate a powerful technique for creating dynamic user filters. This solution gives your end-users the flexibility to…
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How to build a Polaris reporting model in less than two weeks
Author: Hanwen Chen is a Certified Master Anaplanner and Professional Services Sr. Manager at Anaplan. Over the past nine months, I have been involved in multiple Classic-to-Polaris conversion projects. One consistent requirement across these engagements is the need for scalable reporting solutions that support multiple…
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Recognizing your impact: new points, badges, and ranks!
Inspired by the incredible engagement and collaboration we see in our Community every day, we want to better celebrate your contributions. We’re thrilled to introduce our updated Community ranks to clearly map out your engagement journey with us! Recognizing your Community contributions We've updated our Community ranks to…
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Discover how Anaplan turns complex workforce simulations into real-time insight
Author: Judee Dimapilis is a Certified Master Anaplanner and co-founder at Malaya Tech Consulting. Preparing for a major business launch is always complex, especially in the gaming and leisure industry where coordinating different departments, opening phases, and staffing requirements add another layer of operational…
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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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How I Built It: Dynamic Allocation Order
Author: Kndia Davis is a Certified Master Anaplanner with five years architecting scalable Anaplan models. Dynamic allocation order is a foundational requirement across many industries, whether you’re distributing inventory, assigning capacity, or prioritizing financial allocations. In most Anaplan models, this allocation…
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Combined Grids: examples in accounting and construction
Author: Jonathan Cushing is a Certified Master Anaplanner and Senior Consultant at Vuealta Consulting. As a Chartered Accountant and someone who has experience in both in-house consulting roles for housebuilding and construction companies, I was excited by the release of Combined Grids in Anaplan. For years, when end-users…
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Fiscal to Gregorian calendar conversion in Polaris
Author: David Edwards is a Certified Master Anaplanner and Associate Partner at Columbus Consulting. For retail and consumer goods companies, a common issue occurs when different departments (typically supply chain and finance) utilize different calendar structures. Supply Chain teams often rely on a fiscal calendar (such…
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Polaris: The science behind better business planning
Author: Parmod Kumar, Certified Solution Architect, and Financial Planning & Supply Chain Specialist at TCS. Reading time: approximately 8-10 minutes. Why the Polaris engine Is powerful and beautiful Polaris is Anaplan’s next‐generation calculation engine, built from the ground up to handle high dimensionality, sparse…
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A quick reference guide to hierarchical structures in Anaplan
Author: Arun Thakar is a Certified Master Anaplanner and Vice President in the banking industry. Lists and hierarchies are a key foundational aspect to model building. In Anaplan, lists are a critical building block of the model and depending on which structure one uses can greatly impact user experiences, model…
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A four-lens metrics system for Anaplan CoEs
Author: Marina Ketelslegers is a Certified Master Anaplanner and FP&A voice for Anaplan and AI passionate about CoE support, solution architecture, and training. I’ve seen how Anaplan Centers of Excellence (CoEs) start with strong momentum. There’s enthusiasm, executive support, and a clear ambition to make connected…
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Anaplan API user reporting with Python
Author: Michael Moore is a Certified Master Anaplanner and Director, Enterprise Planning at HP. In this article I will cover: Why use Python for user administration? Prepare Begin OAuth2 login Finish OAuth2 login using redirect URL to fetch authentication token Import useful Python modules Fetch data about yourself Sort…
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Sort on multiple line items like Excel
To enhance the usability of UX grids, it would be nice if users had the option to sort on multiple line items at once. This would mimic Excel functionality that allows for multiple fields and sorting logic in one sort:
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Talent Builder Success Story - Cristian Pineda | Professional Model Builder | Keyrus
TALENT BUILDER SUCCESS STORY - Meet Cristian Pineda Meet Cristian Pineda, a Talent Builder graduate who landed a role with Keyrus. Read through his story as he answers key questions about how he navigated his certification journey, shaped his career path, and ultimately secured his role. 1. What made you choose Anaplan…
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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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Share your favorite 2025 Anaplan features — November Community Challenge
As 2025 comes to a close, we're wrapping up the year with our final Community Challenge — and we want your input! Share your experiences with the Anaplan features that made a real difference in your work this year, and hear other Community member perspectives. Question for the Community Challenge: What were your favorite…
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Share your annual rollover best practices — Community Q&A Challenge
The first Community Challenge of 2026 is officially here, and it's all about preparing your models for the future with seamless annual rollovers! A well-built Anaplan model anticipates the future. One of the most critical, yet often overlooked, aspects of model design is preparing for the annual rollover. Models are often…
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Cloudworks Status "Auto_Deactivated"
Have noticed that in the last couple of days a couple of Cloudworks integrations have got a status of "Auto_Deactivated". Couldn't find anything in Anapedia and wondered if anyone knew what this was about? Seems to be something about the schedule as deleted the existing one, added it back and is now running fine but is…
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Anaplan Export (Tabular Multiple Column): Saved View Line Items
When exporting from Anaplan using "Tabular Multiple Column", will the export include only the line items saved in the saved view, or will it also export line items that are excluded from the saved view?
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Anaplan Polaris - ITEMLEVEL Question
Hello, I am trying to understand how the ITEMLEVEL function works. I am reviewing the example shown in Anapedia (https://help.anaplan.com/itemlevel-756d1428-5f1d-4d79-8274-d075a1bd312f) but I do not understand how Result 1 is calculated. For example, why does California returns 0 but Texas 4? Also, Spain returns 3 but UK…
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Full Refresh with option to do a structural refresh
Currently a full refresh only refreshes the data. Structural changes should also be able to be fully refreshed into an existing source data object.
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Modulation in Anaplan
Author: Arun Thakar, Vice President in the banking industry. In cases where you have a single DEV model and multiple TEST and PROD models, the situation may arise where one user group asks for a feature that is not required for other users in different models. All too often the answer is to build modules, lists, and logic…
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Is it possible to present different color by Hierarchy?
Hi, anaplan expert, our end users want to populate the report like my screen shot in below, there 2 hierarchy here, for example, P2 (Chocolates) and P3 (all items above Chocolates), now they want present P2 in gray color instead of white, so they can recognize different hierarchy in this report, is it possible to make it…
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Mapping LOOKUP
I have a Combined String list and a Combined String Properties module. I also have a Mapped Flat List and a Mapping module. I want to bring the mapping from the Mapping module to the Combined String Properties. How do I do that? I know I should use a lookup, but I need help with the setup?
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How I Built It: Dynamic driver-based planning
Author: Chris Allen is a Certified Master Anaplanner and Manager at Allitix part of Accenture. Hi Anaplan Community! This ‘How I Built It’ video shares a dynamic feature to toggle between different planning methodologies corresponding to different lines on the P&L for driver-based planning. It's a feature that can be…
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Is there a way to turn off the Show Comments Summary panel in UX pages with Comments?
This shows all comments across all data to all users with access to the UX page. This is not appropriate for any UX which might contain security access sensitive data. Comments on grids and cards ARE security dependent. That works fine. But anyone with access to the page can open this Summary Panel and see ALL comments…
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Anaplan XL Reporting: Effective use cases and practical recommendations
Anaplan XL Reporting (AXL) is a powerful solution bridging the robust planning capabilities of the Anaplan platform with the familiar flexibility of Microsoft Excel. It allows you to interact with your Anaplan data dynamically, right from your desktop. To use its power effectively, it's important to understand how to use…
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Level 1 Training - Estimated Time to Complete General question
Good day all, I've recently started the level 1 training and have a general question on the time it takes to complete a module. Each module list a an estimated completion time, however it does not appear to be accurate. Example, I'm currently on module 6 with an estimated completion time of 30 mins, however I've already…
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Add Syntax Highlighting
As a Model Builder, I would like to have "syntax highlighting" when I create my formulas in order to improve readability.
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How to use a different 'Current period' for different versions
I'm working on a model with three versions: Actual (Actual version), Scenario: Prognose lopend jaar (current version), and Scenario: Budget volgend jaar. For one of the calculations, the Scenario: Prognose lopend jaar version needs to use a different current period than the Scenario: Budget volgend jaar. For this, I…
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On Polaris' Sparsity and Memory Efficiency
According to the Polaris website, it states that the higher the sparsity of the data, the better the memory efficiency. What exactly does this “memory efficiency” refer to? Does it simply refer to the model size?
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Anaplan Excel Add-In SSO
Hello, I am working for an implementation partner where both my current client and my company use SSO to log-in. When accessing models via the browser, my workaround to ensure that I'm not redirected to my company's SSO is by using incognito / private browsing. However, I'm unable to do this when signing into the Excel…
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Sandbox & Extended Learning Resources for learners
As Anaplan continues to evolve with advanced capabilities especially with recent AI driven innovations like CoModeler, Agent Studio and planning agents there is a strong opportunity to further enhance the learner ecosystem alongside the platform's innovations. One idea would be to introduce sandbox environment, along with…
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Issue with Scenario Mapping – Line Item Not Appearing as Mappable Dimension in Import Action
Hi everyone, I’m trying to replicate a UX setup where a user selects a Source Scenario and Target Scenario in the UX, and an action transfers data from the source scenario to the target scenario. I reviewed how consultants implemented this in one of our existing modules: They created two line items: Source Scenario and…
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Optimizer Hands on experience guide is missing
I have found this great Optimizer: Hands-on exercises page, which supposedly contains a sample model and a step-by-step guide on how to set up Optimizer. The model is available for download, but the guide is missing. There is a mention: Download from the attachments the 'Territory Assignment Step-by-Step' guide.…
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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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Notification Button: Multi selection on Notification action created from UX Page
While configuring Notification button, from UX Page, either we can pre-select all the person need to be notified, or notified based on line item/role configuration. Idea: It would be good if we can let Users choose people who need to be notified, from UI. Like a checkbox based on User list. The user will then check the…
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Best Practice for Formatting Export Headers - Removing List Name Prefix
Hi Community, I'm looking for the standard best practice for formatting column headers in a module export. When I export a list and use one of its properties as a column label (e.g., the property Code), the exported header defaults to the "List Name.Code" format. To create a cleaner and more integration-friendly file, I…
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mapping actual data from its module only occur but cannot mapping forecast &bud in different module
Hi everyone, I’m facing an issue in Anaplan when combining Actual, Forecast, and Budget data into a single line item using IF logic to get P&l I want one calculated line item (revenue) that returns: Actual values in Actual periods Forecast values in Forecast periods Budget values in Budget periods the actual data in single…
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FCR: Remove the Search Pop-Up in the Journal module
In the FCR Journal module, the Search menu always pops up when you first enter the module. This makes no sense when it is likely that the user will want to create a new journal more often than not. Remove the pop up and make create new journal the first option / page and allow the user to select search as an option
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FCR Feature Enhancement: Copy data form when using same as source option
User Feedback: We use the copy data form to delete those unnecessary data in the model. However, we observed that when “Same as source” is selected, the target slicer values do not become blank; instead, they remain displayed in the form. Although the calculation correctly ignores the target slicer values, this behavior…
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Model Bulder Mini Resume - Thiago Liberman Trajano
Mini Resume Name: Thiago Liberman Trajano Location: São Paulo, SP, Brazil Certification: Anaplan Certified Model Builder (Level 1 & Level 2) SCRUM Master Oracle Cloud - Data Science Educational Background: Degree in Economics from PUC-SP Master Degree in Economic Development UNIFESP Professional Master Degree in Data…