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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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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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Getting started with Anaplan APIs: What you need to know
Author: Dmitri Tverdomed is a Data Architect and Director at Zooss Consulting. Following on from my recent article on best practices in data integration, today I take a closer look at Anaplan’s APIs: What they are, why do they matter, and how should you get started to unlock efficiencies for business? In this article:…
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Event recording available: Experience the future of Anaplan Support
If you missed our event demoing the new Customer Support Case Portal, a recording is now available. We covered why we are removing email, the benefits of the portal, using the dynamic case form, and a number of other relevant topics. We went through managing users, working with partners, and how to most effectively use the…
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Practical lessons from building Anaplan Centers of Excellence
As part of the Anaplan Eastern Europe & Middle Asia User Group, Certified Master Anaplanners Anton Mineev (@AntonMineev), Anton Suslov (@AntonS_*9173), and Dmitrii Mamaev (@dmitrii.mamaev) shared hands-on experience in creating and maturing Centers of Excellence (CoEs). This article summarizes their key insights from the…
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Streamline hierarchy management with Polaris's new ITEMLEVEL and HIERARCHYLEVEL functions
Author: Dave Smith is a Senior Product Manager at Anaplan. In the world of enterprise planning, working with hierarchical data is fundamental—whether you're dealing with product categories, organizational structures, or geographic regions, the ability to roll up and see your plans at a macro-level is essential. Until now,…
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Securing your planning process: best practices for Anaplan cybersecurity
Author: Tristan Colgate is a Certified Master Anaplanner and Managing Director at Fidenda. This month is Cybersecurity Awareness Month and cybersecurity is an important topic for anyone involved in developing and maintaining Anaplan solutions. We are often storing sensitive information such as financial, employee,…
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Anaplan Polaris: A deeper dive into the Polaris Engine and model building techniques
This article is part of a series on Polaris best practices. Click here for more Community content or visit Anapedia for detailed technical guidance. Polaris is Anaplan's next-generation calculation engine, designed for highly dimensioned calculation at scale. It represents a paradigm shift in the ability to model business…
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Acing the Professional Solution Architect recertification
When the Anaplan Academy team first read Maryna Dunets' article on the new recertification process, we were thrilled to learn about her positive experience with the updated exams. Our goal has always been to design an exam that accurately measures a candidate’s ability to use the platform while minimizing unnecessary…
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What is an Anaplan Center of Excellence – and why it matters
What is an Anaplan Center of Excellence — and why it matters 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. Defining what an Anaplan Center of Excellence is — and how…
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Getting data integration right: Best practices for building robust, scalable connections
Author: Dmitri Tverdomed is a Data Architect and Director at Zooss Consulting. Data integration isn’t just a technical exercise anymore — it’s foundational to a business’ ability to move quickly, make informed decisions, and scale sustainably. Whether you’re integrating Anaplan with upstream data platforms or pushing model…
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September 2025 CoE Exchange Event Recap
September 2025 CoE Exchange Event Recap Our latest CoE Program event brought CoE Program members together for networking and learning. We started with a virtual networking session, giving members a chance to connect and share experiences with peers across the program. From there, we moved into two featured sessions focused…
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Workflow Advanced: Coordinating parallel approvals
Author: Dave Waller, Principal Product Manager at Anaplan. With the introduction of parallel tasks, Anaplan Workflow Advanced can bring additional efficiencies by parallelizing process steps that would ordinarily have to run in sequence. This functionality can help when using Anaplan Data Orchestrator to dramatically…
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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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Experience expanded functionality and flexibility with Workflow Advanced
Authors: Dave Waller, Principal Product Manager, and Abby Schutt Beckman (@AbbySB), Technical Training Program Lead at Anaplan. Workflow Advanced is an additional capability in the platform that empowers businesses to visualize and automate processes with greater speed and confidence. At the time of this article, Workflow…
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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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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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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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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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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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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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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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test - Please Ignore
Test - Please Ignore
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UX - Set Default Column Widths in Edit Card/Page View
In the new UX, when you drop a grid into the Page, being able to set a 'default' column width, when using a custom view made using the UX. Setting the column width would be helpful, which would make it so you do not cut off line items or can widen columns with content that is greater then the default sizes. Edit:…
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Creat a grid spanning multiple modules
I want to merge together two modules with a shared axis to create one grid. Business reason for wanting the request: So that I don't need to put multiple grids next to each other to create the tabular view I want.
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Ability to leave notes on Users within Administration
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: I would like the ability to add "notes" to a users profile within Anaplan. This would allow cross-admin management of the…
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Talent Builder Job Opportunities - QuadReal Property Group
Position Title: Business Analyst Company Name: QuadReal Property Group Location (City, Country): Vancouver, BC, Toronto, ON, Calgary, AB Role Overview: Work in close collaboration with the Executive Sponsor and team members across Financial Planning & Analysis (FP&A), Human Resources (HR), and Portfolio Management in…
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Talent Builder Graduate Mini Resume Test 2
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Talent Builder Graduate Mini Resume Test 1
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Anaplan Report page issue in the UX
Hello community, I have an issue with anaplan report (functionality). The issue I have is within couple of slides. The data in that report is scrolling into a new page. There is a hierarchy in the rows and line items and time in the columns. My problem is, the hierarchy is getting broken in the second page. One of the node…
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Import process ends with OK result but there is no data in the destination module (Line Item)
Hi, Please correct me if this is not the appropriate forum to share these questions; however, I will detail the import process. Source Module Dimensions: Month, Client, Product, and Channel (where Channel is an attribute of Client) Destination Module Dimensions: Month, Client, Product, Channel, and Scenario The destination…
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Event recording available: Introducing Combined Grids
If you missed our Power Hour event on Combined Grids, a recording is now available. This event covered how Anaplan’s new Combined Grids feature brings data from multiple modules into a single, unified view. We shared more about what makes this capability powerful, and heard from Anaplan customers who are already using it…
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Freeze Panes by Default on UX Pages
I would like the ability to set certain rows or columns on UX pages as "frozen" by default. As of 2023 end users can select certain columns or rows to freeze, but it would be a major improvement to be able to have those frozen panes apply to all users.
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Remove "reset" from top right corner of UX PDF board exports
When exporting a board as a PDF if a page selector has been used to drill down into a certain area, for example, the reset icon exports as well! It makes what would have been professional looking outputs look amateur. Please can this be fixed?
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Sorting in Combined Grids
Hi Team, I have been trying to apply a sort based on a column in one of the combined grids and seems like the option is disabled. Does anyone has any idea on this? Regards, Aakash Sachdeva
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ANAPLAN XL View
Hi, I need help in pulling a specific view in Anaplan XL. The first grid should display attributes of various projects, while the second grid should present the monthly financial data for these projects. Thanks in advance.
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tenant swticher - copy models
Hi I have a partial solution but I want to : I want to copy a few models from Anaplan Employee Training tenant - to my tenant - Anaplan Employee (Ravinder Basra) - please advise: see attached Models I want to copy are : L1MB-RavinderKBasra Formulas & Functions v1.3.0 March 2018 ravinderBasraLevel1ModelB2.0(newUX)(27) thank…
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How do I create a "Dynamic Bulk Copy" Action?
I'm looking to create a bulk copy action that allows me to select the source and target list items at runtime / when the action is run. I have some vague recollection I saw this available at one point with my own eyes, but everywhere I look on Community I find old posts that refer to the feature not existing. However, I do…
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How to estimate the size of a model
Hello, I would like to find an app to estimate the size of a model I can't find it on the App Anaplan Agile THank you for your help
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Anaplan XL for Google Sheets
Hi team, Our company relies heavily on Anaplan XL for some of our reporting needs. We are transitioning from MS Office to Google Apps and we do not have a viable path to seamless transition if there is no version of Anaplan XL for Google Sheets. Please consider launching Google Apps addons with similar functionlaity as…
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ADO - S3 incremental load vs. full replace
I want to create an S3 connection that will have monthly data stored in individual csv files that is connected to ADO. Around month end, data will be uploaded multiple times, replacing existing csvs. When this happens I want to replace the existing data for that month with the new file. I don't want to have to create a…
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Recording now available! October 29 platform release event
If you missed our October 29, 2025 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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Is there a way to auto-generate ID for user who entered line item?
In the UX, I want to be able to filter list members so end users can only see the list members they created/added. The users in this situation all have WSA access as this is a UX for our internal Anaplan team. These list members are currently being added by the form action in UX and I would like to avoid the user having to…
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Improve Keyboard Navigation
Similar to a post by AnaplanIdeas found here, it would be great if Anaplan had improved keyboard navigation. Specifically, if the following areas were navigable by keyboard: * Model settings pane * Lists panel * Modules panel Importantly, if users should be able enter elements using the enter key, rather than having to…
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New UX: Dependent Dropdowns on Create Forms
We are in the midst of creating a PoC for a client to update their current planning process from classic to the new user experience, and want to take advantage of the create form, where we can add a project to their projects list in a specific subset, and make line item selections for the new project added. Currently, any…
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Automate start of Workflow with Cloudworks
Currently Workflow has to be started manually. Would like to schedule a Cloudworks task that would initiate a workflow
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Register for our October 29 platform release webinar!
Anaplan's next quarterly platform release webinar will be held October 29, 2025 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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data import from module
I have source module having key (combination of location and department) as a dimension and target module has employee list as dimension. i want to pull amount from source to target that should remain same for all employee having that key (key added as line item in target module). what could be the best way to handle…
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Selective Access Challenge: Summarizing L3 Inputs at L1 Level Without Losing Granular Access
Hi Community, I’m working with a hierarchical list structure in Anaplan: L1 Region (e.g., Asia, Europe) L2 Country (e.g., India, Pakistan) L3 Local Input (e.g., Mumbai, Lahore, Islamabad) Users are given selective access only at the L3 level (specific cities like Mumbai, Lahore, etc.) so they can input data at those…
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Combined Grids is now live!
Author: Calvin Magondo is the Product Manager, Enterprise Experience at Anaplan. Combined Grids and multi-module reporting We are excited to announce the much anticipated enhancement to the Anaplan User Experience (UX): Combined Grids. This powerful new feature and platform capability will address one of the most common…
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Keep row sub totals/totals when filtering a List/text formatted column in a combined grid
Now I can combine grids in the user interface, it would be useful to be able to retain any row totals and/or sub totals when I filter on a List or Text formatted column. In the example below, if I filter on Spread=Even, I lose the sub-totals for the numeric monthly data by Entity.
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Solution for when 2 time dimensions needed
As shown in the screenshot, each monthly amount (Jan, Feb, Mar 2024) needs to be paid down in the future months (Jan–Aug 2025). The paydown must satisfy certain conditions specific to each month between Jan and Aug 2025. If the conditions are met, the paydown can occur. For example, if $20 is available to pay in Jan 2025…