-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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.…
-
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,…
-
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…
-
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,…
-
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…
-
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…
-
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…
-
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…
-
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?…
-
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…
-
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…
-
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…
-
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,…
-
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…
-
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…
-
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…
-
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
-
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…
-
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-
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
Concatenated List for to store Archiving data
Hi Anaplanners, I’m working with a calculation module (Module A) that is dimensioned by a concatenated list, Time, and Native Versions. In this module, I am performing a subtraction using values from another module (Module B), which is dimensioned by Native Versions and a different concatenated list. The two concatenated…
-
How I Built It: Fast, efficient model build of scenario planning with P&L impact analysis
Author: Marina Ketelslegers is a Certified Master Anaplanner and FP&A expert and independent Anaplan Solution Architect. In this 'How I Built It' tutorial, you'll learn how to create a dynamic and flexible impact analysis and allocation framework tailored to your needs. Whether you're evaluating P&L scenarios with business…
-
Time Period Formatted line items dependency on Time Range
Currently dropdown for time period formatted line items shows all time periods for Model Calendar. There should be an option to make them dependent on Time range applicable to that particular Module/Line Item. For Example: If Model has 5 years, a Month formatted line item will show all 60 months in dropdown even if that…
-
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…
-
Level 1: Lesson 8: REV02 Volume Inputs Error while importing
Can someone please confirm if my mapping looks correct for REV02 Volume Inputs and what should the value be in the Time Tab and Line Items Tab
-
Feature Enhancement Request: Record Duplication
Current Behavior When a record is duplicated, the system automatically assigns the name: “[Duplicate] (Original record’s name)”. User Feedback The duplication feature is widely used by many users. Overall, users find the duplication function very helpful for efficiently creating similar records. In addition, automatically…
-
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 ?
-
Copy a Process
I am frequently encountering cases where i need to copy and existing Process then edit it slightly. Current example is a DEV model is being rolled out to many regions. I need to have a suite of Processes per Region as they are slightly different in the way they update from Data Hub. Right now i have to create a record of…
-
Iterative Development in Polaris
This article is part of a series on Polaris best practices. Click here for more Community content or visit Anapedia for detailed technical guidance. As Anaplan solution architects and model builders begin to develop in Polaris, it's important to consider how you approach the development workflow. In Polaris the upper limit…
-
Anaplan XL Clone
Is there a clone feature? I am looking to duplicate a connection and its data into a new Excel worksheet. The Anaplan Excel Addin allowed this, but I am not seeing it in the new Anaplan XL Clone. Is this feature available in the Anaplan XL? Please help.
-
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…
-
Harnessing the power of Combined Grids: A unified experience for developers and end users
Author: Saikrishna Bandaru is a Certified Master Anaplanner and Sr. Anaplan consultant. Introduction: Why Combined Grids matter With the October 2025 Anaplan release, one of the most impactful enhancements in the UX is the Combined Grids capability. Combined Grids allow page builders to bring together data from up to five…
-
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
-
Formula for Subsets
Add in a formula functionality to conditionally add items to a list subset, rather than having to manually check a boolean.
-
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…