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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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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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Guiding users through the UX best practices — Event recording available!
In July, we hosted a challenge inviting Community members to share their best practices on guiding users through the UX. We shared prompts with the Community to get members thinking about how they how craft the user journey through the app. Yesterday, we held an event highlighting the responses we received from the July…
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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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Design standards for a superior user experience — Part 2: UX page standards
Author: Aaron Overfors is a Certified Master Anaplanner and Principal Architect at Spaulding Ridge. In my first article, we detailed how to create a robust design for the user experience; now comes pulling it all together and building the actual pages! We will examine the concepts and ingredients of a strong page to focus…
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Event recording available: Workflow In Anaplan
If you missed our spotlight event on Workflow, a recording is now available. Anaplan's Elizabeth Schera, Allison Slaught, and Chris Stauffer share insights and strategies to optimize your processes. The session explores how Workflow can support more scalable and intelligent process automation by comparing two different…
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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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Design standards for a superior user experience — Part 1: Effective dashboarding
Author: Aaron Overfors is a Certified Master Anaplanner and Principal Architect at Spaulding Ridge. A strong user experience is the key to almost every Anaplan solution’s success. A well-designed Anaplan model that scales, performs well, and is easy to maintain will become shelf-ware without a thoughtful, purposeful user…
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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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import monthly data with months in columns
is there a way to import data with months in columns (usual excel table view)? I have to transform the data so there are rows to cover each period in the upload data form, but I am wondering if there is a better way to just import the data as is with the months in the columns. please let me know what you think. thank you,
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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 2
Author: Arjun Gandhi, Certified Master Anaplanner with over a decade of experience leading enterprise Anaplan implementations across industries. Anaplan’s UX is more than just the surface layer of your model — it’s the gateway to planning adoption, collaboration, and decision-making. Whether it’s a CFO reviewing revenue…
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Creating a model - L1
Hi guys, I'm doing my level 1 cert right now. I dont have access to a company workspace to create a model as part of the learning. Any idea how I can get access to a workspace to complete this please ?
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Error downloading "Data Hub" model MB Level 2
A customer of mine is trying to download the Data Hub model in sprint 1 of MB Level 2, but he can't download it (he already tried with a browser change). Error below: Has anyone encountered or is encountering the same problem?
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Error on Level 2 Sprint 1 1.3.4.2 Update SYS06 Country Details Module
not sure what I'm doing wrong here. Region List is a flat list as well. Any help would be appreciated
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Please can explain this i am not able to mapping correct way
Please can explain this i am not able to mapping correct way.
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Ability to select versions as a list formatted line item for use in lookup statements
Versions are useful as they allow switchover functionality enabling a user to both enter a forecast on a line and see actuals in the same line item. However, comparing versions to eachother (any version to any other version dynamically) requires a "Versions List" and logic to engage that list with the Version you want to…
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Rolling Forecast
Hi, can someone help me with modelling a 3month rolling forecast as per the attached picture? I can use a moving sum of the first 3 months for april but then for may, the formula needs to take the output of the movingsum of april and the actuals of feb and march and it is giving me a circular reference. Any ideas to solve…
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Module used in Pages.
we have option on pages section to check which module is used on what pages but its time consuming if we have more than 100 pages. It will be great if we can have options in module itself to check on which pages its used so that we can easily check and correct in pages.
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The Anaplan Way Guide
I've completed the Anaplan Way Guide course, still every time it shows that I didn't. Once I complete that, I should be receiving the badge that I completed that, right? but that's not the case with my profile. Can someone help me regarding this?
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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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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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Using Left for Different Number of Characters
I have account strings that are separated by a different number of characters for each string. I need to pull everything left of a colon ":" to get the first piece of the account strings. Some of the accounts are 3 characters and some are 4. Ex. AAA:BBB:CCC; AAAA:BBB:CCC. I need to pull all the A's for everything left of…
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Can Please explain the difference between a general list,a module,and action in Anaplan.
Can please explain why we create a general list ,a module,and Action ,and what purpose each one serves.🙂
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Predefaulting A Feild in ANAPLAN
Hello Anaplan Community, I have a special requirement from a customer and would appreciate your input. Let me explain the situation: We have a hierarchy with three levels: Level 1, Level 2, and Level 3. Screen 1: Creation of Level 1 Items On this screen, the user selects a team. Based on their selection, an action runs to…
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Sorting General List
Hi, I wonder if there's a way I can sort my general list alphabetically. The list is used as a drop down menu in a line item module and I want the drop down menu to be easy to navigate. I've already tried the Order List action. I already have a module with a text-formatted line item based on that list. But when I try to…
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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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Mapping
Hi all, I’m having trouble grasping how “mapping” works in Anaplan when importing data and aligning dimensions. I keep getting confused about when to map to lists vs. line items vs. time, and how to handle mismatched names and hierarchies. Could someone explain, in simple terms.
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Update email id
Can anyone please explain how to update my registered email ID jn Anaplan.
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How to create identical child items for multiple parents
The data I'm trying to import is as follows Parent-Code A B A C B D C D D E I want to generate the following list from this data: L1 L2 L3 L4 A A-B A-B-D A-B-D-E A A-C A-C-D A-C-D-E You can create up to L3.However, L4 has multiple parents for one row of data When I try to create L4 from D-E, only one list row is generated…
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Anaplan Color Pallet
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 Anaplan Color pallet should be consistent across all forms. Text Pallet is different Action Icon Default Colors, and different…
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New UX Input cell colour
Hi community, I want to give a colour background for my input cells in new UX. Just wondering if there is a straight forward option. Any advises will be appreciated. Thanks Kal
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Anaplan Matillion Integration
I have a requirement to extract last 90 days data from an Anaplan model through Matillion. I wanted to know is there any API which I can use to achieve the same? I have taken a look at the (Integration APIs) Bulk API as well as Transactional API and none of them has a relevant query parameter which I can use to apply the…
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I attempted the Anaplan Level 2 Model Building - On Demand Sprint 1 exam many times due to system i
I attempted the Anaplan Level 2 Model Building - On Demand Sprint 1 exam many times due to system issues and Sprint 1 exam got locked. Can you please support to resolve this issue soon as I need to resume doing my Sprint 1 exam and next lessons.
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How to create Anaplan formula MTD with Input Date
Hi, I'm trying to create a month to date line that is based on a specific input date, not the actual date. Is this possible?
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My Anaplan exam is lock...............
My Anaplan exam is locked due to maximum attempts . please tell how to unlock it
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How to set a unique code based on Store/date information ?
Hi everyone, Does anyone know how I can generate a unique code by Store/date combination, knowing that the date is a current date that will be changing every day, it's going to be the order ID and and it going to have to start by a #: Thank you for the help :)
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Workflow - Add Machine task on Reject
As a workflow builder, I want to have the possibility to add a machine task after a reject, so that I can run a process or write data. For example: A Decision task can end on Reject. Afterwards, it should run a process/task, specifically designed for rejection (Import Item, write task, run Anaplan Process). This…