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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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Five new Anaplan features you may not be using
Author: Misbah Ansari is a Certified Master Anaplanner, Anaplan Community Moderator & Community Boss, and CEO/Founder at Miz Logix. Anaplan has come a long way as part of its product development. We have seen so many features being released over the past few years which has not only helped Anaplan carve a place for itself…
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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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September 2025 platform releases and what’s next
Check out the latest Anaplan feature updates and enhancements in our September 2025 official release notes. The information below offers supplemental information to that post. Planning experience Improved Keyboard navigation across cards Across Boards, Insights, and Worksheets, tab navigation through toolbars in cards and…
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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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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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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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Sorting Composite Hierarchies in Anaplan – Including Parent Items
I'm working with a composite hierarchy list in Anaplan for P&L reporting. The structure includes parent items like "Total Revenue" and "Total Purchases", each with their respective child items (e.g., "Revenue from Sales", "Revenue from Miscellaneous", etc.). I've implemented a Sort Order property to sort the list, but it…
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Passwordless SOS Authentication
We recently noticed that users that have enabled passwordless authentication through Microsoft are no longer able to login to Anaplan via single sign on. After entering a ticket via Anaplan, it seems that this is a hardcoded platform parameter which specifies that authentication must occur through a password-based feature…
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Enable User Input in Subsidiary Views
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: Let's assume I have a module with Customers & Products dimension and line items Volume (Input), Price (Input) and Revenue (Volume x…
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Error on Excel Add-In
Hi All, do you know why I receive this error when connecting a view through Excel Add-in? Thank you, Joana
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How to bring Historical forecasts and actuals from the old SKU to new SKU
Hi Team , I am looking for the ideas to bring historical forecasts and actuals from the old SKU to new SKU . The Idea is we have NPI product which is actually a successor of the Old SKU with difference in some aspects such as packaging size. I want bring all the Historical data associated with old SKU to new SKU by some…
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Allow CloudWorks to Update User Access
Today, one can only update User Access (adding users, removing users, changing access) via an API and/or via the Administration pane. In the future, we would like CloudWorks to be able to update user access. This is necessary for us because our Anaplan ecosystem is large, with frequent turnover, so managing user access is…
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Ability to save views with Zeros Suppressed in Polaris
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: Within Polaris there is the ability to suppress cells with zeros values within the module or grid of the UX but currently there is a…
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13.11.2 Activity: Create Price and Cost Growth Assumptions Page
I have two questions regarding this topic: I don't know why the region context selector can't sync even I've set up the 'selector sync' 2. for the bottom card, this page requires that if i click on a product family row on the left-upper car, then grid card and the margin summary chard will update accordingly, but when i…
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Polaris workaround for FIRSTNONBLANK
Polaris doesn't support FIRSTNONBLANK as a function parameter. I have a solution workaround for this already but not too happy with it. So wanted to know what solution workaround people have done to get around this limitation
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Level 2 Sprint 2 Supply Chain Model Download Link?
Hi, I took a break and was gonna start up my training again today. I'm to be working off the supply-chain model, but when I click back through previous sprint 2 lessons I'm not seeing any instructions on where to get this supply chain model needed to work off of? Thanks!
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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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Azure blob connection Cloudworks vs ADO
I am trying to connect to Azure blob, the credentials work on cloudworks, but do not work on ADO. Has anyone else experienced this issue?
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how to SUM by native users, sku & time dimension all together?
I want to do a SUM from the source module which has native users, SKU list and time dimension to a target module line item by all users by SKUs. Target module only has a subset of the SKU list and nothing else. Need some inputs on how to build the mapping for the SUM. Is it also possible with the Anaplan native users list…
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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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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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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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Dynamic Display by Language Selection
Problem Statement Ever wonder how to display your data in a different language format in Anaplan or simply just want to cater to language display options based on user selection? Step-by-step guide We need all the lists that require translation to be defined and it is best to have modules with definitions of each language…
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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 FROM A MODULE (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…
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Is it possible to release single breakback cell in UX?
Hi, I have a question. When working in the module, there are three breakback-related options available, but in UX I can only perform 'Release all'. Is there any way to enable 'Release' for a single cell in UX as well?
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2 lists
I have a list with 5000 items. But If I want to add this list as a dimension in a module, the module is too big. Now, I don't need all 5000 items so I created a second list that has the 50 items I need. Then I can make a module CAL06 with all the dimensions I need. It's not too big anymore. So far so good In this module…
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Streamlining your Anaplan models: A guide to effective cleanup
Author: Junqi Xue is a Certified Master Anaplanner and consultant at valantic. Keeping Anaplan models organized and auditable is crucial for efficient operations. Over time, these models tend to grow organically, often resulting in clutter. There are some good articles in the community about cleaning up; I’m going to…
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FCR Feature Enhancement: Expand the Limitation of Contributor Roles in Workflow
We would like to request an enhancement to allow adding more than 10 Contributor roles per task in workflow. Currently, the number of Contributor roles that can be added to a workflow task is limited to 10. Use Case: Most of our clients are large enterprises, one of our client has contracted nearly 200 user accounts. Under…
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Usage Overview of ADO Links/Extracts in Workflow
It would be great to have visibility into which workflow templates a particular extract or link is used in.
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Missing Column Headers in Anaplan Export When Using API
Hi Community, I’m encountering an issue where an export created in Anaplan is missing column headers when retrieved via the API. However, when I manually run the same export from the Actions tab, the downloaded file includes the headers. Has anyone experienced this behavior before? I’d appreciate any insights into the root…
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How do I get the lowest value of all the years?
Hello, I need help in getting the lowest value of all the years. see screenshot below : I need to get the value -1,249,884 since that is the lowest Thanks
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Anaplan XL Fluence
Hi there, We are working with the XL fluence plug-in, but have questions on the following: How to write back information to Anaplan from the plug in How to remove the automatic refresh in a workbook How to create a dashboard from fluency and publish in the web How to use the extra page that pop up every time we connect in…
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Do we have workaround for management reporting context selectors filter/show-hide?
Hi all, Do we have any neat workaround for either filtering/using show-hide on the context selectors in the management report type of page? There's a list with parent members, where I want to hide the parent members from the page. Thanks for the help in advance!!
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Can we enlarge some of node / level in hierarchy charts to accommodate more words?
Both name or title of the node in hierarchy chart is limited to certain characters, is there any ways to accommodate more text such as for certain nodes or specific/final level of nodes? Attached with an example of not showing full wordings. Thanks.
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Delete Dormant Users from the Anaplan Tenant Admin Tool
The ability not only to disable but also delete dormant users directly from The Anaplan Tenant Admin tool. The assumption is that the Anaplan Tenant Admin tool can also offer a feature to enable the Tenant Admin to identify how long a specific user or group of users have not logged on to Anaplan models facilitating the…
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🧩Mixing Numeric & Percentage Line items in Line-Item Subsets (LIS) - Use Ratio summary
When working with Line-Item Subsets (LIS) in Anaplan, you might’ve noticed something tricky - LIS works beautifully when your report mixes numeric values like Revenue and Cost, but the moment you introduce a percentage-based line item (like Margin %), things start breaking at the summary level. Recently, while building a…