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Polaris Modeling and Optimization — Community Q&A Challenge
Think you’ve mastered the Polaris calculation engine? It's time to put your skills to the test! For our next Community Challenge, we're moving into hands-on problem-solving. We have put together several real-world modeling and optimization problems that will require you to apply your Anaplan expertise. This is your chance…
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Integrating your Oracle data: The Anaplan connector
Author: Kira Wagner is a Product Owner at Anaplan. The Oracle connector further expands Anaplan’s integration capabilities by bridging your Oracle database with the Anaplan Data Orchestrator (ADO). This connection makes your data readily available for downstream processing in your Anaplan models, supporting accurate,…
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Building scalable Anaplan models — Part 1: Master data management in the Data Hub
Author: Hanwen Chen, Certified Master Anaplanner. If you read my previous article — “How to build a Polaris reporting model in less than 2 weeks” — you already know how to rapidly stand up an Anaplan Polaris reporting model by leveraging existing Data Hubs and Classic models. That article focused on speed of delivery. This…
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Recording now available! April 29 platform release event
If you missed our April 29, 2026 platform release event, the recording is now available! In this webinar, we highlighted the most recent feature releases and how to take advantage of these in your environment. Our expert-led session demonstrated new features and innovations, provided a technical deep-dive and “how-to”,…
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Polaris Building and Debugging Tactics
Author: Dana Evernden is a Principal Solution Architect at Anaplan, pioneering the Anaplan Delivery Assurance Program. Polaris Building and Debugging Tactics Tired of sluggish models and performance bottlenecks in Polaris? Ever feel like you're just one tweak away from unlocking lightning-fast speed? You've found the…
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A CoE becomes essential when you own Anaplan
A CoE becomes essential when you own Anaplan Author: Stacey Borne is a Certified Master Anaplanner, former Anaplan Center of Excellence Leader, and runs the Certified Master Anaplanner Program and Anaplan Center of Excellence Programs at Anaplan. You don’t need a large team to have a Center of Excellence, but you do need…
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A practical guide: Customer tenant split
Author: Marc Weinzimmer, Certified Master Anaplanner and Senior Project Manager at Alpha. A tenant split can happen when a company splits into two separate companies. This consists of migrating workspaces (including all models in it) and users from source tenants into a target tenant. Let’s quickly walk through a helpful…
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How to build a User Access Management Model (UAM) that scales
Author: Artem Shchaulov is a Senior Anaplan Consultant and Certified Master Anaplanner with 8+ years' experience implementing global EPM solutions. In my first article, we established why access management breaks at enterprise scale and why a dedicated User Access Management (UAM) model is the only architecture that works…
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CoE guide: Workflow governance in multi-team Anaplan tenants
Author: Laiza Tagumpay is a Certified Master Anaplanner with a background in Customer Success and Solution Architecture, now happily building and scaling Anaplan as a CoE Principal Engineer in a biotech company. As more organizations adopt Anaplan Workflow across multiple teams, it’s helpful to step back and align on how…
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March 2026 platform releases and what’s next
Check out the latest Anaplan feature updates and enhancements in our March 2026 official release notes. There you'll find information on: Intelligence Anaplan CoModeler Anaplan Analyst Anaplan Agent Studio User Experience Data driven hierarchies with drag-and-drop Enable or disable comments Module-driven navigation actions…
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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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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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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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Did you know about Anaplan FCR's Drillthrough feature?
Author: Werner Priels is Product Manager at Anaplan, focusing on Financial Consolidation. When managing multiple data interactions in Anaplan FCR, having a clear and transparent audit trail is not just a nice-to-have; it's a necessity. The out-of-the-box drillthrough feature is a powerful tool that provides deep insight…
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3.4.4 Activity: Create Stock Exceptions Review UX Page
Hi All, I would like to ensure I am following the right path in building the Stock Exceptions Review UX page. My INV02 module is ready with the stock exception count at product family and country level. Here is my formula for Safety Stock Flag Count - 'INV01 Inventory Ordering'.Safety Stock Exception Count[SUM: 'SYS08 SKU…
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How to remove old records from a list
I have a large number of records which are old and we do not need in the model. How do I remove them from the model?
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Blueprint View - "Is Summary" and "Parent" - Impact of Clearing These Values
Hello and thanks in advance for any assistance! I am hoping to better understand what the "Is Summary" and "Parent" in the Blueprint View impact in the model? My end goal is that I would like to set all of the "Is Summary" to FALSE and clear out the "Parent" in the Blueprint view. I do not fully understand what the impact…
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Evolving business requirements over time: Retroactive changes and effective dating
Author: Marc Weinzimmer, Certified Master Anaplanner and Senior Project Manager at Alpha. The day a new Anaplan model goes live is always exciting. The model is clean, fast, and aligned with current business needs; admins are trained, users are engaged, and everything appears to be running smoothly. However, as time…
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DCA and Internal (Full Access) user Issue
Hi Anaplaners, I have a scheduled job run by an integration [Internal (Full Access)], in the target module some data/values (text or numbers format) are imported correctly however, in some line items with DCA the values imported are zero and this is not the value in the source module. Internal (Full Access) has WRITE…
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Best practices for adding a list dimension without modifying the existing structure.
The target module has an additional list dimension compared to the source module. Is there a way to automatically aggregate the source data into a specific dimension of the target? Due to legacy reasons, the current module lacks a specific dimension. However, to enable budget vs. actual comparisons, we have to add a new…
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HOW TO CONTACT TENANT ADMINSTRATOR FOR REQUESTING ACCESS TO PAGE BUILDER
Hi All, I taking level 2 training for model building and need access for my apps. Could someone direct me how to contact the tenant administrator for requesting access to page builder role. Is there any email ID through which i can do this ? Thank you, Sandeep Reddy
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Automate pdf Export
Hi, The new UX looks great and I know it has the ability to export a dashboard in pdf format. Is there a way to automate this process? I want to schedule some reports to be exported as pdf files to a cloud location or send as attachments to an email distro list. Thanks for your help.
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Activity 2.3.8.2 Import into DEM01 Module
I am stuck at Activity 2.3.8.2 Import into DEM01 Module I don't know how to map Time. Could anyone please help with this: I thought it should be "Patterns with Separators" Y-M but it failed "Expected month name or number in date/period" I tried all "Match Names" (could not choose Language), "Periods" with "Custom…
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Expand and collapse items in a grid
As an mobile builder and as an end-user I want to expand and collapse hierarchy rollups and line item summaries So that I can more easily consume grid data.
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Collapse / Expand Hierarchy Functionality in Modules and UX Grids
In current standard grid modules and UX Grids you can't Collapse & Expand hierarchies of Lists/Line Items/Sublist like you can do in Excel (see below). Considering that sometimes hierarchies can be huge or you want to Collapse one part but Expand another - it would be good to have such functionality
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API for Model Builder
Hello, Since Anaplan is missing a MCP server to interact with an agent, I would like to know if there are official APIs available for model creation and modification, or for Model import where the Model definition, as lists, modules, line items, formulas, etc can be adjust all together at once (different from Model sync).…
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Group/ungroup columns/rows in New UX
Please, add a possibility to group columns / rows, like in Excel.
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"Model is busy" context
All End Users and Executives experience this issue. When the model locks up (from integrations, inputs, etc) in the UX, all users see is a "Model is busy" without any context. It would be great if: They can see who is making the update They can get an estimated time of the model being busy This is key - When they see…
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Powerbi Issues
Hello - I've had perfectly working powerbi extract from Anaplan until this Monday. We havent introduced any changes in the model. The query fails in the navigation step right after source. I get the error "The column: Column1 not found in the table". Experimenting with a clean file i get the same error before i do any…
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Allow for line item subset to be more than just number formatted
Description of the enhancement required: Line Item Subsets are often used to build filter modules, as an alternative to using the Show/Hide functionality. Using a Boolean against a Line Item Subset on a filter module makes it very easy to select which columns should be shown or hidden on a dashboard. An example of the…
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Synchronize History visibility with Grid Card filters (Restrict History for hidden rows)
【Current Behavior & Challenge】 In the Anaplan UX, the History feature does not currently respect the filter settings applied to a Grid Card.When a user maximizes a Grid Card or selects the entire grid to view History, the results include the audit trail for rows that are filtered out (hidden) on the screen. 【Business…
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Granular IAM Policy Requirements for CloudWorks Amazon S3 Connection (Import vs. Export)
Currently, the official documentation for connecting CloudWorks to Amazon S3 provides a broad IAM policy example that includes s3:DeleteObject. Connect to Amazon S3 | Anapedia However, from a security governance and "Principle of Least Privilege" perspective, many organizations require more granular control over these…
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An Update on Anaplan Audit Log Reporting: A No-Code Approach
A while back, I shared a pattern for extracting and reporting on Anaplan audit data using a Python project hosted on GitHub. I wrote that during my time on the Operational Excellence Group (OEG) at Anaplan. The Python solution still works, and plenty of teams are running it today. The problem it solves hasn't changed:…
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How I Built It: Supply Chain Transport Optimizer in Anaplan
Author: Author: Soumya Bhattacharya is a Certified Master Anaplanner and Advisory Manager at Accenture. In this ‘How I Built It', I’ll show how Anaplan’s Optimizer can be used to demonstrate effective transportation and supply planning across a network of suppliers and distribution centers. By leveraging Anaplan’s modeling…
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Post man API services to trigger Export is failing when i try to export the file , any idea
I am getting the API error when i try to trigger export jobs through Anaplan API
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Dynamic naming line action matching names in Actions
Hello. Quick question. I've implemented Dynamic renaming line items similar to this. The question I have is that I use both modules where I dynamically rename line items (Source and Target) in an action to copy calculated information into a snapshot (e.g.: REP9 into REP09b). Would I need to remap line items in the action…
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Best Practices for Ingesting REST API Marketing Data (JSON) into Planning Models
Hi everyone, I am currently working on architecting a comprehensive marketing budget and forecasting model. To get an accurate picture of our digital marketing supply chain and engagement ROI, I need to pull real-time pricing and delivery metrics from our external backend providers. Specifically, we utilize an smm panel…
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CloudWorks Job Dependency Timing
If I schedule two CloudWorks jobs, one that loads data into Module A from different Model and a second that runs the actions to move that data into Module B from Module A, will the second job wait until the first job finishes before starting, or will it start at its scheduled time even if the first job is still running.
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Use cases for Anaplan XL
Author: Audrey Neet is a Certified Master Anaplanner and Director at Tru Consulting. Anaplan XL (AXL) is one of the many products Anaplan offers. It extends how users can interact with Anaplan data beyond the UX, providing additional flexibility for targeted analysis and reporting. With AXL, users can design reports and…
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I am working on Level 3 V1 section 6.3, I would like to know if the Example is what given is right
I have tried a few different ways and have not come up with these numbers.
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4.6.7 Activity: Import Data into P2 Products List
Let me know what am I doing wrong here. getting different result while importing.
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4.8.2 Activity: Import Data into E2 Employees# List NUX
In the NUX everytime I try to import the employee list it doesn't display the name. I am correctly importing but it continues to show the employee names as numbers. Please advise
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Best Practice - Moving to New Chart of Accounts
We are currently looking at migrating ledger providers and as part of this, there will be a full remapping of our existing chart of accounts to a new chart of accounts. This will likely break large parts of the model where we do lookups of specific account codes and the structure of our overall P&L and Balance Sheet will…