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How to build a Polaris reporting model in less than two weeks
Author: Hanwen Chen is a Certified Master Anaplanner and Professional Services Sr. Manager at Anaplan. Over the past nine months, I have been involved in multiple Classic-to-Polaris conversion projects. One consistent requirement across these engagements is the need for scalable reporting solutions that support multiple…
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February 2026 platform releases and what’s next
Check out the latest Anaplan feature updates and enhancements in our February 2026 official release notes. There you'll find information on: User Experience Board Insights Panel Management Reporting on mobile Custom action buttons on mobile Modeling experience Four digit calendar Forecaster Holiday calendars UX pages…
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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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Share your annual rollover best practices — Community Q&A Challenge
The first Community Challenge of 2026 is officially here, and it's all about preparing your models for the future with seamless annual rollovers! A well-built Anaplan model anticipates the future. One of the most critical, yet often overlooked, aspects of model design is preparing for the annual rollover. Models are often…
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User Access Management in the UX
Author: Lis de Geus is a Certified Master Anaplanner and Customer Success Consultant at Bedford Consulting. Setting the details of a user’s access is usually a job for the workspace admin: decide their role and selective access to lists members. However, the Users tab is not always the friendliest, especially when thinking…
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Fiscal to Gregorian calendar conversion in Polaris
Author: David Edwards is a Certified Master Anaplanner and Associate Partner at Columbus Consulting. For retail and consumer goods companies, a common issue occurs when different departments (typically supply chain and finance) utilize different calendar structures. Supply Chain teams often rely on a fiscal calendar (such…
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Polaris: The science behind better business planning
Author: Parmod Kumar, Certified Solution Architect, and Financial Planning & Supply Chain Specialist at TCS. Reading time: approximately 8-10 minutes. Why the Polaris engine Is powerful and beautiful Polaris is Anaplan’s next‐generation calculation engine, built from the ground up to handle high dimensionality, sparse…
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How I Built It: User filters with variable hierarchy properties
Author: Erik Svensson is a Certified Master Anaplanner and a Principal Solution Architect at Anaplan. Hello Anaplan Community! Thank you for checking out my ‘How I Built It’ tutorial. In this video, I demonstrate a powerful technique for creating dynamic user filters. This solution gives your end-users the flexibility to…
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A quick reference guide to hierarchical structures in Anaplan
Author: Arun Thakar is a Certified Master Anaplanner and Vice President in the banking industry. Lists and hierarchies are a key foundational aspect to model building. In Anaplan, lists are a critical building block of the model and depending on which structure one uses can greatly impact user experiences, model…
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Clay before carbon fibre, flat files before data full blown orchestration
Author: Alejandro Gomez Sanchez, Certified Master Anaplanner, and Principal Consultant. Data orchestration is a remarkable capability. When done well, it is genuinely transformative: comprehensive, accurate and dependable data for decision-making is available instantly. Beyond the satisfaction of well-orchestrated data, my…
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Cracking the Mystery of Infeasible Models 🕵️♂️
You've spent days carefully crafting your model, eagerly awaiting that satisfying moment when the optimal solution appears, only to be met with the dreaded message: infeasible 😱 The excitement turns into a classic plot twist worthy of a detective novel. But don't worry! Here we have 3 practical tips to help you figure out…
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How I Built It: Rethinking scenario planning with Polaris
Author: Philipp Erkinger, Certified Master Anaplanner and Principal Solution Architect at Bedford Consulting. Dear Anaplan Community, The Anaplan Polaris Engine has brought a significant transformation in the way I construct and design Anaplan models. Over the past three years, I have had the privilege of working on…
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A four-lens metrics system for Anaplan CoEs
Author: Marina Ketelslegers is a Certified Master Anaplanner and FP&A voice for Anaplan and AI passionate about CoE support, solution architecture, and training. I’ve seen how Anaplan Centers of Excellence (CoEs) start with strong momentum. There’s enthusiasm, executive support, and a clear ambition to make connected…
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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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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…
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Workflow does not display detailed error messages and marks success despite partial failures
Summary: Workflow does not display detailed error messages and marks success despite partial failures. Impact: Developers and workflow users will be receiving false-positives due to the “Completed Message” despite partial failures, that are present when manually triggering processes and through cloudworks. The expectation…
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Update Anaplan IRR Function to calculate running IRR
We have a business requirement of calculating running IRR to calculate the performance fee. Currently, Anaplan IRR function gives 1 final output basis entire cashflow We need running IRR to start calculating the performance fee from the period if the IRR exceeds Hurdle rate This is a highest priority item and needs to get…
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Quick sum bar not supported in Saved View
I wanted to check if others are facing this specification difference between Grid Card in Additional Insight. When created using a Saved View, the Quick Sum bar feature does not work, but when created using the module directly, the Quick Sum bar works.
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model building activity 6 add formulas to REP04 module line items
hello. is there anybody, who can help with the LEVEL 1 Model Building Exam? I do not know what formulas to write in the model building activity 6
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Recognizing your impact: new points, badges, and ranks!
Inspired by the incredible engagement and collaboration we see in our Community every day, we want to better celebrate your contributions. We’re thrilled to introduce our updated Community ranks to clearly map out your engagement journey with us! Recognizing your Community contributions We've updated our Community ranks to…
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AnaplanXL & VBA Macros
Hello, I have two questions related to building a VBA macro that uses AnaplanXL. Above is a picture of what I'm building toward, a data grid with several header rows. The color-coded headers are our list dimensions in Anaplan. In this example the yellow cell's value should be the intersection of Dept_1, Line_Item_1,…
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Optimization - Line Items References in saved view
To maintain efficiency and performance, model builders must periodically remove unused or irrelevant line items. At present, the [Referenced By] column in the blueprint provides visibility into dependencies between line items. However, for line items that are not referenced by other calculations, builders must manually…
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Single Thread and Cumulate
Hi, I'm reviewing a model MAPS report. the model includes 5 instances of 'Single Thread' cases all involving the Cumulate function. I can't figure how to resolve these. Does anyone have any pointers or ideas?
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PlanIQ Error Messages and Warnings
Users may encounter error and warning messages in PlanIQ. The table below includes descriptions of the messages and details what should be done in order to address them, where applicable. Message types: * Errors will fail the relevant PlanIQ step. Users will have to follow the instructions in order to avoid the errors. *…
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Regarding Experience to get SA certificate & can we complete L3 in personal workspace.
Can we give exam of SA with 3 months experience certificate . Also want to confirm that can we do Anaplan L3 in our personal workspace instead of client/official workspace as i can able to download L3 model in my personal workspace. Thanks in advance.
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Ability to import archived model to a different workspace
We would like the ability to import a copy of a model that is archived in one workspace to another one of our workspaces. Right now, to get at an archived copy of one of our production models, we have to archive the current live model, bring back the copy, import over to another workspace, re-archive the copy, and bring…
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one or multiple models
Does anyone have any documentation on the trade-offs of having 1 model for all components of planning (service revenue, product revenue, labour planning), vs multiple models 1 for each and a consolidation model to tie it all together?
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Cannot access Talent Builder Registration Form after completing The Anaplan Way
Hello, I recently completed "The Anaplan Way" course on Anaplan Academy using my account and the status is marked as Completed in My Learning. However, when I try to access the Talent Builder Registration Form from the Talent Builder Center, I receive the following message: "Course not available – You cannot access this…
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I need clear guidance on how to complete Anaplan’s Level 1, Level 2, and Level 3 Model Builder
I’m looking for a complete guide that will help me gain full knowledge of Anaplan, including how to progress through Level 1, Level 2, and Level 3 Model Builder courses and achieve certification.
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How to synchronize scroll a card/s from the main board and another card/s in the insights panel?
Just like the main question above, I wanted to try out the new feature on the board where you can you the insights panel to put additional cards. However, I wanted to synchronize scroll a card on the main board with the card on the insights panel but I can't find where it might be.
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Interviewing and onboarding Anaplanners
Author: Andrew Barnett is a Certified Master Anaplanner and Vice President at PJT Partners. Having worked at several firms in the Anaplan ecosystem, both on the partner side and as a customer, I’ve seen firsthand how critical it is to hire and develop the right Anaplan talent. Bringing an experienced Anaplanner onto your…
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Ability to export the list of pages
As a workspace administrator I want the ability to export the list of pages, as it can be listed from the model, using an Export button, same as what's available elsewhere within Anaplan. This is needed to monitor the complexity. Anaplan are to support not only ease of adding build but also to manage the complexity of…
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Lvl 2 1.6.2.1 Import Data into DAT02 Shipping Metrics - unable to import file
Hey everyone, I'm unable to import Shipping_Metrics.csv into my DAT02 Shipping Metrics module due to the following error message: Ensure the column headers in the import file map to the correct dimensions in your module, then run the import again. In the pre-created module, the time in the columns are FY20 and FY21 but in…
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How to use a different 'Current period' for different versions
I'm working on a model with three versions: Actual (Actual version), Scenario: Prognose lopend jaar (current version), and Scenario: Budget volgend jaar. For one of the calculations, the Scenario: Prognose lopend jaar version needs to use a different current period than the Scenario: Budget volgend jaar. For this, I…
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【2026年2月】プラットフォームアップデート
New UX機能アップデート ・ボードインサイトパネル モバイル機能アップデート ・モバイル版マネジメントレポーティング ・モバイル版カスタムアクションボタン モデリング機能アップデート ・4桁表示のカレンダー対応 Forecasterアップデート ・祝日カレンダー ・UXページからのアクション実行 ・AWSデータレジデンシーの拡大 Anaplan XL(バージョン2602)アップデート ・接続の更新とユーザー名の保持 ・お気に入りメニューの階層化 ・Excel標準数式のサポート ・メンバー選択画面からのフリーフォームレポート更新制御 ・接続更新の柔軟性向上 ・セル更新による既存書き込みの上書き ・グリッドから数式への変換を最適化…
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Enable cards from multiple models within the new UX app
Enable cards from multiple models within the new UX app. Currently you can add multiple models to a page, but when you add cards sourced from different models you have to toggle to that model at the selector. After creating the cards, you have to toggle to this modal at the top otherwise the data is killed as per the…
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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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Open source module link in NUX
Suggest to add the "Open Source module" ability to the NUX, incl. the current analysis options available in the old UX. Right now our users can use the open source module function in the old UX whenever they want to dig into the details, see all the underlying formulas/comments, and do ad hoc analysis. Especially, the…
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getting the error: "Dimension of mapping used for lookup doesn't match any dimension of the result"
I am doing level 1 model building(Activity-9.2.5 Activity: Add Formulas to Price Growth Rates Staging Module) When i try to enter the formula for the lineitem 'Unit Price %' i get the following error- "Dimension of mapping used for lookup doesn't match any dimension of the result" . My Formula- 'REV04 Price Growth…
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Filtering line items or lists by another list
I have a module of multiple different input line items, but those inputs vary by the elements in a list. For example the North region (list item) has 2 of the 5 inputs, and the south region may have all of the inputs. I want to be able to use a filter to only show those applicable input line items for its respective list…
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FCR: run calculations over multiple months
Today we can select within our Date dimension Total Year or Quarter. We would expect that the system with apply the calculation on the related months underneath. But this seems not to be the case. Only when we specify a single month the calculation will be applied. During year-end close we have to adjust certain movements…
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Drill to Transaction Functionality in the New UX
Bringing this up again as the previous post from "5 years ago" is gettling lost. We need drill to transaction on the New UX, it is stopping us transitioning to the New UX Dashboards, as we use it daily, even hourly in our Supply chain function. Are there any plans to add Drill to Transaction to the new UX Please?
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Drill to Transaction Functionality in the New UX
Drill to Transaction Functionality is considered critical for some partners/clients as it's functionality that has no alternate solution. I have heard specifically from FP&A implementations regarding allocations, as well as ICM use cases, but would love anyone giving kudos to leave comments with additional examples of it's…
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Is there a plan for further release of Anaplan to add Module labels instead of using dummy modules?
I am completing the Anaplan Level 1 Model Builders, and surprised the training recommends dummy data. Using dummy data is a red flag with auditors and should be added as an additional attribute in the system.
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Anaplan XL Calculations
I am still now to the calculation of Anaplan XL, i would like to get the proportion in terms of value between child vs parent (within the hierarchy) For instance, i want to get the % of each 08S( child) vs the parent value (BL TS), i would like IN general a formula that give the proportion of child vs parent dynamically,…