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Anaplan Workflow in action: Focused demo series
Author: Dave Waller, Principal Product Manager at Anaplan. Discover how Anaplan Workflow streamlines and simplifies complex approval processes with our set of short demo videos. Each video highlights a real-world use case — budget submission, capex submission, headcount allocation, and compensation plans — showing how…
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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 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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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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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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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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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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L2MB Conclusion - SYS09 Account Details
Hi. I'm having some trouble with one of the L2MB conclusion activities (Import Final Demand Forecast into DATA02 Module ). I think this might be because I have no "Location" data in my SYS09 Account Details module. Does anyone know if I should have Location data here? I've looked everywhere and can't see any reference to…
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INV01 Inventory Ordering
I completed Module 'INV01 Inventory Ordering', but it looks the result may not be correct, please help
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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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Excel date format for February 2030, 2031 and so forth don't align with Anaplan format
Hello, I’m running into a recurring issue when importing CSV files into Anaplan, specifically with dates in February for the years 2028, 2029, and beyond. Here’s what’s happening: In Excel, the date format is set to Custom (e.g., 2/26/2025). When imported into Anaplan, the date is interpreted as 26-Feb, where: Month = Feb…
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Set up Anaplan Workflow Approval process at higher level
I need to create an Anaplan workflow where a task is completed at the subregion level, but the approval happens at the higher region level. The current Anaplan workflow functionality seems to require that the approval task is on the same page and at the same hierarchical level as the completed task. My specific question…
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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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Display fiscal year label as FYXX/XX for cross year configuration
Hi, My company is using a fiscal year that is not aligned to the conventional Jan-Dec period hence it will cross over the calendar year. In the Time settings, we can choose to align the fiscal year label to start or end month but the format is still FYXX. However it will be clearer if we can use a format like FY22/23…
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【2025年8月】プラットフォームアップデート
New UXの機能のアップデート ・複数ブラウザタブ間の同期 モデリング機能のアップデート ・ページリストの強化 ・UXページ依存関係データ ・Polarisの新しい関数 ADO機能のアップデート ・CSVへのエクスポート
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Identifying Line Items Used as Filters or in Actions
I have always difficulty identifying line items that are NOT referenced by any other line items/modules but used in actions or dashboard filters. During model cleanup, we often encounter line items that appear unreferenced but may still be actively used as filters in dashboards or within actions. These usages are not…
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1.3.15.1 Rename Actions
HI, I am lost for this part. I have creat a new process "5 Load Geographies". But then I don't understand want to do and why. Can I have some help please.
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How I Built It: Method for branched development within ALM
Author: Noah Jackson is a Certified Master Anaplanner and Principal Data and Insights Architect at Anaplan. Hello Anaplan Community! Since the release of the “unlink revisions” feature, it is possible to do branched development within Anaplan ALM. This is most useful when you are beginning work on a larger change or new…
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Improve Horizontal and Vertical Scroll Bar Visibility and Size for Enhanced Usability
Description: In the Anaplan UX, scroll bars—especially in grids and dashboards—can be difficult to see and interact with. The current scroll bars are thin and often blend into the background, making navigation cumbersome. Suggested Enhancement: Increase the default width of scroll bars across the platform. Improve contrast…
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Poll: Should I have a single model or two separate models?
Hi Anaplanners, I am hoping to collect some feedbacks from you on an ongoing discussion I've been having with my stakeholders. My organization currently have 1 TQP model, which is focused on keep the model small and agile, and quick enough for about 200 managers to use to plan out their territories within a 5 weeks…
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Unlock Your Next Level Model Building Potential with Improved Anaplan DX
Hi Anaplan Community! I’m excited to present you Improved Anaplan DX by valantic, a Chrome extension, that also works seamlessly on Edge. This tool is designed to make your Anaplan model building experience smoother, more efficient and supercharge your productivity. Download the Improved Anaplan DX today to bring your…
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LMB1 - REP03 forecast US heat count Dec 19
In Dec 19 the headcount in the training displays 9. I have 8 in my version because Eveline Nicholls who started on the 1 Dec 2019 in not present. She is present in Jan 20. Does anyone know what has caused this discrepancy? It looks like 12/01/2019 = 1 Dec 2019 the import into SYS08 was DD/MM/YYYY It does seem 12/01/2019 is…
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Disclosure Management Issue
Hi Team i'm facing the challenge with table format and data formats altering in Disclosure management word after refresh. Can someone help on this formats issues
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Error "No current transaction manager" during data import
Hi Community, I ran into an error while manually importing a CSV file into a module in Anaplan. The error message displayed is: "No current transaction manager" Has anyone experienced this issue before? Thanks in advance for your help!
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Prevent end users deleting a list item when using Worksheet in UX.
Hi, I have a worksheet for end users to enter new hires into, for which the list item which persist across versions. I am having an issue where the end user can delete a list item using the grid functionality because the Current Version value is blank, but I want to prevent them deleting them (as data will be lost from…
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API request exceeds limit
Hi, Since last one month we are facing a lot of Integration failures mostly a wake up job is failing (which is a dummy blank action to keep the model alive). We are getting the Error HTTP:429- API request exceeds maximum limit of 600 request per minute. From the process prospective it should not 600 Actions running in a…
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Level 2- Sprint 3- INV01 Question
Could anyone help me with the questions below? 1. My Beginning Inventory is not showing correctly with the effect of ending inventory, it shows the same number, please see the attached screenshot. My formula is IF NOT 'SYS01 Time Settings By Week'.'1st Forecast Year?' THEN PREVIOUS(Ending Inventory) ELSE 'DAT01 Beginning…
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3.3.4 Activity:Shipping Time (Weeks) Convert yearly shipping times value to weekly value
What am I doing wrong? Check Your Work: In the INV01 Inventory Ordering module, what is the Shipping Time Weeks for Cookie Crumbs_EN in Week 1 FY20? The correct answer is 4 but I am getting 2. The Data Hub DAT02 Shipping Metrics has the following values: Air =1, Rail = 4, Road = 2, and Ship = 8 I have run the import…
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Level 3 and 2025 Recertification
I just completed Level 3. Based on reading (Below), I want to clarify that I do not need to take the 2025 Recertification example What if I'm in the middle of Level 3? How should I proceed? If you’re currently working through Level 3 or have already completed the model build, you should continue and complete it. Your…
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L2 Model Building Sprint 1 Activity 1.5.6: Facing issue in importing data
Hello, When importing data in DAT03 Historic Volumes Module, which contains week wise volume data of the previous year (time ranges was created, and included as line item in the module), I am facing the following error: Import into DAT03 Historic Volumes module unsuccessful: Ensure the column headers in the import file map…
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Export Hierarchy even we don't have child's assigned to parent
Hello @community members, I am encountering an issue while attempting to export hierarchical data to downstream systems and would appreciate any assistance. Current Scenario: I have a hierarchy consisting of 6 levels(A0, A1, A2, A3, A4, A5, A6). Upto the A3 level hierarchy is well defined. However for A3 level I have 100…
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How do I read CreatedDate in Audit export?
In Audit export I see createdDate=1757597543000 . How do I interpret this number? What date / time is it?
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L1 Model Building 8.5.3 Activity: Import Data into Volume Inputs Module
Hi Everyone, Could someone please advise how to map this data in L1 MB activity 8.5.3. Please see the screenshot, I have tried time with Column header and then mapping time values manually in the time tab but it fails to map all values ( 36 values failed) Many thanks in advance.
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Ability to Show Dimension Headers
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: Below table is an example from a fictional Position Planning application. The left column shows items of a dimension called Position.…
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Level 2 Sprint 2 2.3.10
Hi, as a result for the first question (2.3.10) I have the answer 71.34 but it should be 73.48. I don't seem to understand where I made a mistake. Could anyone help me out please? - DEM01 screenshot 1 (DEM01) - DEM02 screenshot 2 (DEM02) - DAT03 screenshot 3 (DAT03) - Formula: IF 'SYS01 Time Settings By Week'.'1st Forecast…
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Need Help: Import Updates Only Specific Combinations Without Erasing Others
Hi Anaplan Community, I'm facing an issue while importing data (text details) into a module that has two dimensions: "Unique Line ID" and "Organization x Site". The source file is based on a numbered list. It includes text-formatted columns (line items) that contain the names of the "Unique Line ID" and "Organization x…
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GL Mapping Update Without Impacting Historical Periods
Hi Everyone, I have a module that is dimensioned by GL Account and a P&L Line Item subset, which is mapped to the GL Account. I’m looking for a way to ensure that when changes are made to the mapping, they only affect the current and future period numbers—without impacting historical data. Ideally, this should be done…