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The new Anaplan IFP Apps: What you need to know
Author: Hardeep Dhuffar is a Certified Master Anaplanner at H8 Consulting. A real-life look at the pros, cons, and what it means for finance teams Finance teams are under more pressure than ever — faster forecasts, tighter budgets, endless scenario planning, and still somehow finding time to be “strategic partners.” Sound…
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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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【2025年12月】プラットフォームアップデート
New UX機能アップデート ・Polaris ：軸のディメンションが最大8階層までネスト可能に ・Anaplan モバイル：グリッドにおけるリッチ テキスト形式編集機能 Anaplan Data Orchestratorアップデート ・データプレビュー機能の強化 Anaplan XL (バージョン2512)アップデート ・グリッド リボン: [Explore] グループに新しい分割ボタン/メニューが追加 ・エイリアスのテンプレート化 ・基本機能の強化 ・Anaplanデータを扱う機能の改善…
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2026 certificate maintenance for Certified Master Anaplanners
The 2026 Certified Master Anaplanner Program has begun, and there is incredible opportunity for 2026 Certified Master Anaplanners (CMAs) to demonstrate their thought leadership, technical expertise, Anaplan championship, and mentorship capabilities across the entire Anaplan ecosystem. At their core, a Certified Master…
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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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Register for our January 29 platform release webinar!
Anaplan's next quarterly platform release webinar will be held January 29, 2026 at 8 a.m. Pacific Time. During this session, we will explore the latest features so you can optimize your Anaplan experience. Our expert-led session will equip you with a practical guide and live demonstrations to help you get the most out of…
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Forecasting tuition revenue with confidence: A finance leader’s playbook
Author: Lucas Proa Filippi, Senior Consultant and Certified Master Anaplanner. Forecasting tuition revenue is one of the most consequential planning exercises in higher education. For many institutions, it represents the single largest source of operating revenue. Even small forecasting errors can ripple across…
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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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A reading list to broaden your abilities beyond Anaplan technical skills
Author: Tristan Colgate is a Certified Master Anaplanner and Managing Director at Fidenda. It’s early January and, after a well-needed break over the holiday season, many of us will be returning to work with renewed energy and a desire to level-up our careers over the coming year. I hope this article gives some ideas for…
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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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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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Avoiding Unnecessary Hierarchies in Anaplan: Escaping the “Top Level” Trap
In multiple Anaplan implementations across FP&A, S&OP, and operational planning use cases, a recurring design challenge is the overuse of hierarchical lists with Top Levels, especially on large transactional or operational lists. In many projects, hierarchies are introduced early with the intention of providing “future…
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SUM vs LOOKUP performance considerations
Is there any performance cost difference between a) SUM on a list line item in your data module, and b) dimensioning your data module by the list, then LOOKUP on a dimension? I am asking because I have a data module that is dimensioned by several large lists, creating sparsity. I can reduce sparsity by removing some of…
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How to Combine AI Technology with Anaplan
Any idea —- How can an AI‑driven monitoring layer be built for Anaplan integrations to analyze logs, schedules, and execution results, and generate contextual alerts for support teams when failures occur ?
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FCR Feature Enhancement Request: Foreign Exchange Override rates
Current Behavior For the currency conversion (FX) calculation process, only dimensions from the default consolidation model are supported. However, the system currently displays (or allows selection/entry for) dimensions that belong to non-default consolidation models, even though they are not used for FX calculations.…
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The year selected in the selector is not displayed when the page is opened.
Phenomenon: When the page is opened after launching the browser, FY25 is selected in the selector, but the year displayed in the grid is FY24. Current Workaround and Impact: The grid will display FY25 if the user first changes the selector in the page header to FY24, and then changes it back to FY25. Currently, end-users…
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Did You Know? Anaplan Extensions
Author: Ahmed Brahim is a Certified Master Anaplanner and Senior Consultant at Atkan. Hello Anaplan Community! In this ‘Did You Know’ video, I’ll be going over the various Anaplan Extensions and covering: What Anaplan Extensions are The different add-ons available (Excel, Google Sheets, PowerPoint, etc.), Relevant use…
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Anaplan level 1 activity 6
I believe i have the correct formulas here for the level 1 activity 6 question, however when i exit blueprint nothing is populated, i originally ran into the issue of having region and role not as lists but the formulas now all work and are able to be applied, scratching my head as to why nothing populates
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ADO data types - need definitions/explanations
what are these? when do you use them? why one over another? thanks Data types string long float bool date datetime datetimetz
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Anaplan Workflows in ADO combo to execute a FOR loop
Haven't used the new workflows yet so don't know it's full capability or limitations but does anyone know if I can use it to execute a FOR loop? E.g. traverse one list item at a time and then execute logic against it? I mean the bulk formula calculations is awesome but there are just some specific scenarios it best runs in…
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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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2025 Certificate Maintenance for Certified Master Anaplanners
The 2025 Certified Master Anaplanner Program has begun and there's incredible opportunity for 2025 Certified Master Anaplanners (CMAs) to demonstrate their thought leadership, technical expertise, evangelism, and mentorship capabilities across the entire Anaplan Ecosystem! At their core, a Certified Master Anaplanner is…
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End User unable to run action to update a subset
Hi All Have a super-user who is Full Access as model role but not a Workspace Admin and so therefore should be able to run updates to list subsets. Is there something in the depths of Anapedia that says that this isn't possible? I'm almost sure that we're doing this elsewhere in other models. Thanks Andrew
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Selective Access on Flat List Subsets
Currently, selective access write permissions must be granted to a parent item for end users to modify an item's subset membership. In the case of a flat list, the items do not have a parent, which means users cannot modify the inclusion of these items in the subset. This has created challenges within my organization, as…
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How to Pull data from different dimensionality?
Source module: Dimension Name Retire code Line Item: Start date, End Date, Retire code Target Module: Dimension : XYZ Line item: Launch Date(Populated Field) , Retire code( Pull from Retire code module based on launch date) and the condition of logic should be if launch date is in between start date and end date of retire…
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Previous list item in formula
Hello, Is there a way to assign a value depending on the previous list item? In my case, I need to assign the value 1 to the week 5, value 2 to the week 6 and so on until week 9. The values always go from 1 to 5, however the week number might change (for instance, choosing RFC24/01, value 1 is to be assigned to week1 ecc)…
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API certificats renewal
Hello Anaplan Community, We are currently facing an issue related to certificate validation and would appreciate your help or guidance. We are getting the following error: Unable to build certificate chain for Cert [subject DN = EMAILADDRESS=********, CN=service account email address, cert serial number = XXXXX; issuer DN…
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Additional Week Formatting Options
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 "w/e" prefix is quite bothersome, especially when it appears on our graph axis labels. My business and executive users often…
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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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1.4.3.2 Import Data & Add Formula
Unable to see the Product details in SYS12 SKU Details. Someone help me on this? would be much appericate
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Time hierarchy filter new ux when brought forward option is turned on?
Hello, Does anyone know any workaround or a solution to be able to enable the hierarchy filter in new ux when the brought forward option is selected in backend? I do not see the above hierarchy filter option if I enable the brought forward for a line item-
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feature enhancement: Bulk delete multiple values in Web Reports (Web input form)
Current behavior: When users make a mistake in the Web input form(e.g., AnaplanXL Web reports, foreign exchange global rate form ), they cannot select multiple cells and press Delete (like Excel). They must clear values one cell at a time, which is time-consuming. Request: Enable users to select multiple cells and…
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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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API Call for Imports and Import Data Sources Metadata
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 would be helpful to be able to pull the information from the Imports and Import Data Sources tabs within actions via API. It would…
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Adding Subcategories for App Categories
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 would be helpful to be able to create subcategories within an App in addition to the categories we are already able to create. The…
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Implementation of Custom Versions
Hello everyone, Working with a client on a model which (due to workspace constraints) is utilizing primarily snapshot versions. After a recent increase in space (pending finalization), we’re looking to incorporate custom versions to all of the modules feeding the P&L for the upcoming budget cycle. Today all inputs, calcs…
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L1MB Exam Activity 4/5
Hi All! I seem to be stuck on activity number five, presumably due to something I missed during activity four. Here is everything I entered for SYS08 and EMP03 so far. I read some previous threads and made sure to update the new line items and make sure that "role" was set to "list." When I try to change the formulas in…
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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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Improve filter icon visibility in NUX grids (color contrast issue)/ change filter icon color
I would like to raise a UX improvement request regarding filter icon visibility in NUX grids. Currently, when a column or row is filtered, Anaplan displays a blue filter icon in the grid header. The issue appears when the header background is also blue (or a similar color) — in such cases, the filter icon becomes almost…
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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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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…