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Boards, reports, and worksheets best practices — Event recording available!
In May, we hosted a challenge inviting Community members to share their insights on boards, reports, and worksheets best practices. We received insightful responses from Community members on these UX topics. In the follow-up event from the Challenge, Anaplan's Seb McMillan (@seb_mcmillan) and Russ Goza (@R_Goza), both…
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Unlocking the power of Anaplan XL reporting: A guide to using Anaplan XL
This article lists the videos available within the Anaplan XL tutorial series. Anaplan XL Reporting simplifies report creation, reduces manual effort, enhances security, and ensures reporting accuracy and efficiency. These videos delve into different aspects of Anaplan XL to help you get started with how to use the…
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The power of the ‘No’ version approach in Anaplan
Author: Hanwen Chen is a Certified Master Anaplanner and Professional Services Sr. Manager at Anaplan. Over the years, working closely with Anaplan customers across industries, I've been called in to diagnose and fix struggling models — often in crisis mode. Time and again, one particular design pattern surfaces as a major…
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June 2025 platform releases and what’s next
Check out the latest Anaplan feature updates and enhancements in our June 2025 official release notes. The information below offers supplemental information to that post. Security and administration New 'Application Owner' security role Tenant administrations can assign the Application Owner role to users in their tenant.…
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Connected Planning with Salesforce x Anaplan
Author: Miki Sato is a Product Manager, Product Management Team (Data Management) at Anaplan. If your Salesforce data isn't driving real-time planning decisions, you're missing a critical link. This blog shows how connecting Salesforce and Anaplan — via no-code tools, embedded dashboards, or APIs — helps you turn frontline…
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Register for our July 30 platform release webinar!
Anaplan's next quarterly platform release webinar will be held July 30, 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 new…
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Relaunch of the Anaplan Center of Excellence (CoE) Program!
We’re excited to share that the customer-centric Anaplan Center of Excellence (CoE) Program is back — with a refreshed experience designed to help you grow, connect, and lead more strategically with Anaplan. Whether you're building your CoE from the ground up or scaling an established team, this opt-in program offers…
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Event recording available: Anaplan Data Orchestrator
If you missed our spotlight event today on Anaplan Data Orchestrator, a recording is now available. This session — ideal for architects, model builders, integration developers, and enterprise planning teams — will help you better understand how Data Orchestrator fits into your broader integration and automation strategy.…
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When to import alphanumeric data as numbers
Author: Andrew Barnett is a Certified Master Anaplanner and Vice President at PJT Partners. Today, we will be discussing a scenario that we often run into in Anaplan. Numeric data comes in with units of measure, whether explicitly stated or implied in the data. The data might be a currency, like US Dollars or Mexican…
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Alternative for the default export chunking
Author: Anya Skvortsova is a Certified Master Anaplanner and CoE Lead at Asana. Problem statement When exporting the data from Anaplan module, Anaplan’s default chunk size is 10MB. The common challenge is that the chunks produced may have the rows split not just into the separate files but also split the row in the middle…
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How I Built It: Dynamic cell hardcoding
Author: Casey Pham is a Certified Master Anaplanner and Director of FP&A Systems at Yext. Hello Anaplan Community! In this ‘How I Built It’ demo, I'm going to show how we dynamically hardcode data in cells in order to preserve values that were previously derived from calculations. An issue I've seen in past implementations…
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Case study: Streamlining demand forecasting with Anaplan
Author: Korey Cheung, Certified Master Anaplanner and Senior Associate at Spaulding Ridge. The challenge A leading consumer goods company faced challenges in aligning their statistical forecast model with their disaggregation and demand planning models. The statistical forecast and disaggregation models were primarily…
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Add alignment to bar charts (funnel charts)
As a Page Builder, I need an option to choose alignment of bar charts. I should be able to pick alignment to left, right or center. Currently, bar charts are aligned to the left side of the card. However, in some use cases, typical business layout is centered (funnel) bars, or aligned to right. Obviously, this would mean…
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3.5.4.2 Create Distribution Center Capacity Module - Percentage Full
Hii All, Can anyone help me, what summary method I need to use and why? Thanks in advance!
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Trigger a process after sa form
It would be nice to be able when a user complete a form and click on the "submit" button to be able to launch another action/process. Could be very useful to implement other dependent lists automatically for example.
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How do I create a dynamic picklist upon Boolean selection?
I want to create a dynamic picklist, where I will check boolean from a line item, only true values will allow me to select list items else on default it wont show anything. For example: Assume a scenario where I want to assign at least 1 employee who is present in my office to become the pantry inspector & review the…
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Is there a way to create a navigation link from App builder to UX Dashboard?
I wanted to create a navigation button from the App directly to a specific UX Dashboard.
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AnaplanXL Difficulties
Has anyone found success using Anaplan XL with Polaris models in a shared drive with or without concurrent users? My team has experienced a variety of errors, login failures, etc. sometimes it works, sometimes it doesn't. We've been recommended to save and edit files locally, which helps but certainly with its limitations…
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Importing Ragged Hierarchies
Hello - I have a 2 level ragged hierarchy (yes, it's a chart of accounts), that for reporting purposes is used in 4 different models (yes, it's a P&L). What is the best way set this to allow one to be the "source of truth" and then import between the four models without creating actions that include ignores? It seems like…
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How to Design Simulation Planning in Anaplan with Multi-Level User Input and Step-by-Step Logging?
Hi Anaplan Community, I'm working on a simulation planning model where users need the flexibility to input pricing adjustments at any level of the product hierarchy, and I’d love your guidance on best practices. 📌 Scenario Overview: We have a 4-level product hierarchy: Brand Category Sub Category SKU (lowest level) The…
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Can we apply DCA on one line item for the different accounts?
To be more specific, I have only one Boolean line item called "submit?" with a different accounts. At a time, I need to check only one account Boolean and other accounts boolean needs to be disabled. Can we achieve this with DCA? Any help much appreciated!
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Action to copy data from one version to another version only for a specific module
Ideally, I would like to setup an action that can copy data from one version to another only for a specific module. For every new version I create, I import new data into certain modules and then I manually copy data over for a specific module. I am wondering if I can just setup an action to select an origin version,…
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Distribution Center Summary UX Page
Hi all, I have a few questions on the UX expereince dashboard How do i replicate the filter exactly like the example? I think there are no SKUs in the exception summary module (first table - New York/San Francisco / US). How does the filter broadcasted to there How do i have a summary value like it shows there for US? it's…
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実際の生産日の割り当て
必要数データに、実際の生産日が割当たるようにしたいんです。累計とかをうまく使いたいのですが、、 必要数モジュール No 品目 日付 数量 生産日付 #1 A 10月1日 100 9月2日 #2 A 10月2日 200 9月2日 #3 A 10月3日 300 9月3日 #4 A 10月4日 200 9月4日 #5 A 10月5日 100 9月5日 ↓ ↑ ↓ ↑ 生産モジュール 9月2日 9月3日 9月4日 9月5日 A 500 100 200 100
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How I Built It: Number format converter (thousands and millions)
Hello Anaplanner Community! I’m excited to participate in another ‘How I Built It’ video with a Number Format Converter (thousands and millions) tutorial. This video walks you through how to dynamically update UX grid number formats on all tables and charts. This enables users to have different number formats enabled for…
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End user triggering of workflow processes
Author: Dave Waller, Principal Product Manager at Anaplan. With the release of action button workflow triggers, customers have been able to apply Workflow to a raft of new use cases and business processes. End users are now able to instigate processes directly from their dashboards and UX pages, opening up the possibility…
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Anaplan 90 days free environment,don't have permission to create appli...
i try to create a board details but failed,just like the following Screenshot,i need help
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How to Become a Certified Master Anaplanner
A new overview for the Certified Master Anaplanner (CMA) certification is now live in the Anaplan Certification Center. It includes the latest requirements, process updates, and key resources to support your journey. Visit the updated certification overview page»»
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Show "Used in Page" reference in Modules Settings
As a model builder, it would be extremely helpful to have a "Used in Page" reference in the Module Settings to show where a module is used in a page, similar to the Used in Dashboard feature. This would allow for much more efficient auditing and help tremendously with model cleanup. This is especially important since we an…
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Cloud works - Additional Details on Failures/ Error Logs in the Automated Email Alerts
Cloud Works has definitely made it easy to setup routine scheduled refreshes from model to model or simply updating daily dates in the Models, but I had a query regarding the notifications sent out and the level of detail they hold and if anyone has explored this further. Success Scenario - Scheduled Integration completes…
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On demand Model building courses - check my work
Good afternoon, Is there any place in anapedia where I could check my work? If it does not exist yet, may I suggest to create this area somewhere in the plat-form? With all my respect, it is a non-sense not being able to check if the line items written are correct or not and stay stucked in the middle of a course. About to…
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Using Anaplan for Managing Custom Product Configurations (Example: Designer Dolls)
We’ve recently started using Anaplan to model and manage our supply chain and production planning for a niche ecommerce business that sells custom-designed dolls — each made-to-order with specific features, materials, and delivery lead times. A few interesting challenges we faced: SKU Explosion: Each doll can be customized…
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Where can I find export file after running export process using machine task in a workflow?
I am testing export actions using workflow but its not generating any file when I am running the workflow, but the same process is generating export file when ran from the Actions→Process section. Is their any issue with the workflow functionality? Also, If I want to generate a file after completion of workflow and pull…
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Sample Python code to perform EPB move to production activities
Author: Michael Moore is a Certified Master Anaplanner and Director, Enterprise Planning at HP. Overview of what this article covers: Prepare Begin authentication Complete authentication using code to fetch token Load API client code Move to Production Generate list of PRODUCTION MODELS to update Find the SOURCE MODEL for…
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Automating Flat File Uploads to Anaplan Data Orchestrator (ADO) – Best Practices and Methods
Hello Anaplan Community, I am seeking guidance on the most effective ways to automatically upload flat files to Anaplan Data Orchestrator (ADO). Currently, our process involves loading flat files to an Anaplan Datahub using Anaplan APIs and custom Python scripting. With Anaplan Data Orchestrator's capabilities for data…
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What's the impact of using SA for a child list for getting filtered list items in dropdown?
I have a 3-level hierarchy, where the parent top 2 parent list is selective access enabled. I want the bottom-most list to also have filtered dropdown based on its parent's selective accesses. One way I was able to do it is by enabling selective access for the child list and enable Selective Access Boolean in the Line-Item…
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OEG Best Practice: PLANS: This is how we model
PLANS PLANS is the new standard for Anaplan modeling—“the way we model.” This covers more than just the formulas and includes and evolves existing best practices around user experience and Data Hubs. It is a set of rules on the structure and detailed design of Anaplan models. This set of rules will provide both a clear…
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Can we use filters in 2 tables?
Using filters can we show resluts in 2 tables? eg: Grid table and chart table? If yes, then Grid table has list employees in geo level with status of approvals. But in chart I want to show geo level total % and total count in geo level for all employees.
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Create a Data Hub from scratch.
I'm new to Anaplan and would like to understand how to create a Data Hub from scratch. What are the best practices I should follow, and what are the key steps involved in building a Data Hub model? If there are any official documents, learning materials, or links that can guide me through the process, I would really…
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Dimensions that don't exist yet
I need to dimensionalize a report in Anaplan by Regions we currently don't use. They aren't in Anaplan at all. We have the accounts we need but the Regions in Anaplan are different that the Regions needed for this report. I know I can create the Regions but the only issue is that I do not have the data needed to input the…
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Multiple Roles to a single User
Hi, of what I know, it's not yet possible in Anaplan to set multiple Roles to a single User within a model. This would be a very useful enhancement, since it's very often asked from customers. User A —> Role 1 User B —> Role 2 User C —> Role 1 and Role 2 In this moment the workaround is to create a different Role for User…