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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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Anaplan Optimizer Guidelines
OverviewThis guide provides clear rules for building Anaplan modules to work with the Optimizer. Follow these steps for reliable models and organized sections, guided by seven essential rules. The 7 Core RulesRule 1: Naming Conventions (recommendation) We recommend assigning specific naming patterns with descriptive…
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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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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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Modulation in Anaplan
Author: Arun Thakar, Vice President in the banking industry. In cases where you have a single DEV model and multiple TEST and PROD models, the situation may arise where one user group asks for a feature that is not required for other users in different models. All too often the answer is to build modules, lists, and logic…
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Annual rollover best practices — event recording available!
Last month, we hosted a Community Challenge inviting members to share their annual rollover best practices. We provided prompts to encourage members to share how they prepare for this critical time-of-year activity, their strategies for a smooth and successful rollover, and to inspire others in the Community with their…
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How to maintain complex Anaplan environments — Part 2: Technical foundations for scale
Author: Piotr Weremczuk is a Certified Master Anaplanner and FinSys Application Specialist at EQT. In the first part of this two-part article, I explored the non-technical foundations of maintaining complex Anaplan environments: leadership, governance, accountability, and the importance of building the right team. All of…
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How I Built It: Dynamic driver-based planning
Author: Chris Allen is a Certified Master Anaplanner and Manager at Allitix part of Accenture. Hi Anaplan Community! This ‘How I Built It’ video shares a dynamic feature to toggle between different planning methodologies corresponding to different lines on the P&L for driver-based planning. It's a feature that can be…
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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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How to maintain complex Anaplan environments — Part 1: Leadership, governance & the human foundation
Author: Piotr Weremczuk is a Certified Master Anaplanner and FinSys Application Specialist at EQT. February 2026 marked my tenth anniversary of logging into Anaplan. A full decade. When I realized this, I decided it was finally time to write down some of the things I’ve learned about setting up and maintaining complex…
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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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How I Built It: Dynamic Allocation Order
Author: Kndia Davis is a Certified Master Anaplanner with five years architecting scalable Anaplan models. Dynamic allocation order is a foundational requirement across many industries, whether you’re distributing inventory, assigning capacity, or prioritizing financial allocations. In most Anaplan models, this allocation…
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Combined Grids: examples in accounting and construction
Author: Jonathan Cushing is a Certified Master Anaplanner and Senior Consultant at Vuealta Consulting. As a Chartered Accountant and someone who has experience in both in-house consulting roles for housebuilding and construction companies, I was excited by the release of Combined Grids in Anaplan. For years, when end-users…
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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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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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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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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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Show all data labels in graph
In the NUX, line chart will not show data labels that are within 0.5% of each other or bar graphs that are within 3% of each other. This is a big issue for reporting purposes in the apps as it's hard to compare various KPIs and metrics to each other in the same period. This primary affects business/end users. We need a…
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L3 - TAR01 - PY Country and Product Family Sales
Hi, I'm not getting the intended results for my initial account sales target (based on the "check your results"), and I can't figure out why. Below the intended results: I'm getting the below however. Where 1 is the result you can compare with the above, and 2 is the "PY Country and Product Family Sales" numbers that I…
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1.4.3.1 Create SYS12 SKU Details Module
Can anyone help me please? :( The product and distribution centre do not appear in SYS12 SKU Detail. What have I done wrongly? this is the pivot for SYS12 This is the location flat. SKU flat
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Anaplan Level 3 Sprint 2 Missing File for G4T Territory Account CSV File
Hi I am stuck at a point in Anaplan Level 3 certification where I am not able to find a file to load G4t Territory to Account List in the spoke model. From the community chats and questions surrounding it, I came to an understanding that the file is to provided by Anaplan. After this step: Download: Territory Data.csv I…
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CloudWorks Integration with BigQuery: Understanding the Error Message Table
Hi Team, In the official documentation under "Google BigQuery Permissions" https://help.anaplan.com/set-your-google-bigquery-permissions-5bb8f011-3fad-452a-8765-b5a7b52405a7 I found details about creating an optional error message table with the following structure: integration_id run_id run_date error_code error_message…
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Cannot sort concatenated list – line item not available in Action
Hi ALL, I have a concatenated list made of Product> Country>Vendor, where the same product appears multiple times with different countries. To make it readable, I used Product as the Display Name in the list. Then I created a module dimensioned by this concatenated list and added a text-formatted line item using the…
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Anaplan Platform Multi-Factor Authentication (MFA)
Multi-factor authentication (MFA) is a method of confirming a user's claimed identity in which a computer user is granted access only after successfully presenting two or more pieces of evidence (or factors) to an authentication mechanism: * Knowledge (something the user and only the user knows) * Possession (something the…
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Source-side lineage view
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 was trying to identify which models consume our Data Hub as a source in a model-to-model setup. Anaplan supports using one model as…
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Netsuite & Successfactors integration
Hi, Does anybody have experience of integrating Netsuite & Successfactors with Anaplan. Would be keen to understand the best practices. Regards Sanjeev
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Anaplan Access (Beta). Build Guide for Page Builders.
Hi All, I got Anaplan Access (Beta) then downloaded New UX Training Model v2 (I found link at Build Guide for Page Builders). But I can't find create an app button on the app page, if I'm doing something wrong or beta access do not include page builder access? Thanks, Sergey.
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Source Model Bulk Changes for New-UX Apps
It would be very useful to have an option to change the model at the App level. Currently, we need to switch models individually for each page, even when they all belong to the same model. Instead, there should be a way to change the model once, and have that update applied across all applicable pages within the App
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Talent Builder Job Opportunities - Quadreal Property Group
Position Title: Business Analyst, Anaplan Company Name: Quadreal Property Group Location (City, Country): Vancouver, BC, Canada Role Overview: QuadReal is looking for a Business Analyst to join the Enterprise Applications team to support Anaplan across the organization. This role will play an important part in helping to…
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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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Update Subsets dynamically - Formula driven Boolean
It would be nice to have the subsets updated dynamically using a formula driven boolean linking to the subsets as a formula, just like how we have the option to link Display Name to a formula in a module. This would certainly eliminate much needed efforts of running the action every time when we have to update the subset.…
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Export Model Map to PDF/Excel
Capability to Export Model Map from Contents page to PDF/Excel.
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Checklist for Year End Rollover
Communicate & Prepare Communicate to End Users Run Version Snapshots Archive Copy Export Key Reports and Balances for Validation Take Model offline Snapshot beginning balances Structural Changes Structural changes that have to be synced include model calendar, time ranges, etc. Production Steps Change current period Adjust…
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Anaplan Level 3 Sprint 1
Hi, My question is Do I need to Build the Separate Application to Link with Model I build in Sprint 1 to fulfill the Sprint 1 Requirement as below:
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Anaplan Level 3 Sprint 1 - Classic Dashboard inside Model
Hi, How to put user filters (Context selectors ) on Classic Dashboard inside Model. I wants to put user filters that I build for Account review :
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Enable Moving or Copying MyPages Between Models
Description: Currently, MyPages are tied to a specific model, and there is no native functionality to move or copy them to another model. This limitation creates friction for users who: Build personal pages in a development or sandbox model and want to migrate them to production. Need to replicate similar MyPages across…
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Anaplan Level 3 User Story 1.11
"Regarding User Story 1.11: Should the module dimensionality be restricted to the Account level, or is it a requirement to include the Product grain as well?"
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Unable to fetch the data from the file
Hi everyone, I’m a new learner in Anaplan. I’ve imported data into my model, and all the steps seem to be correct. The source file contains the required data, and I’ve followed the process carefully, but the data is not getting created/updated in the model as expected. Could someone please help me understand what might be…
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Level2 sprint 3
My figures in Inv 01 ordering is not matching with one given in training module I have attached both figures and formulas used please guide whta I am doing wrong
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Cloudworks Integration run vs Schedule
Now using the cloudworks integrations and have come across an annoying situation. Once I set a schedule for an integration the option to run it now disappears. Only way I can find to run it now is to cancel the schedule (deactivating not sufficient) and then rebuild the schedule after I have run it and made any changes.…
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Reorder flag
In module 2 sprint 3 it says keep the reorder flag referencing to Suggested order amount. WHile my formula for reorder flag is OFFSET(Ending Inventory, Shipping Time Weeks, 0) < 0 I cant get it Pls clarify
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Historical Snapshotting
Estimated Level of Effort: <4 Hours of Model Building Level of Difficulty: Beginner Recommended Training: L1 Model Builder Training Persona: Casual Model Builder Potential ROI: Decreased response time to address risks Increased forecast accuracy You Might Also Like: * Tops-Down Allocations Historical Snapshotting One of…
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CoE guidance: A practical Polaris migration strategy by project phase
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. Migrating from Classic to Polaris is not a lift-and-shift exercise. It requires a mindset shift in how models…
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Import into new User subsets
Super excited about User Subsets. However, we will need the ability to import into the user subset to make it useful. Another potential workaround would be the ability to use roles to auto populate the subset.
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Under the hood: A deep dive into the Anaplan FCR Consolidation Engine
Author: Grégory Ponce is a Senior Principal Product Manager at Anaplan. Ever wondered what really happens when you click "Run ALL" in Anaplan's Financial Consolidation and Reporting (FCR) solution? It’s more than just a single action; it’s a precisely orchestrated sequence of procedures that work together to transform raw…
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Level 3 - Ask the Stakeholders - Establishing Sales Targets
Level 3 - Ask the Stakeholders Establishing Sales Targets Process Questions This forum is for asking the stakeholders of the Unicorn Candy Company questions about the Establishing Sales Targets Process. The Anaplan Academy team will be monitoring this forum during US Central standard business hours. Please allow up to 3…
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Enable Excel-like Date Filtering in Anaplan
1. Idea description Enable Excel-like filtering for Date fields in Anaplan.Currently, Date filters only support conditions (e.g. equal, between), requiring manual input.It would be helpful to have a value-based filter where users can select specific dates from a list using checkboxes. 2．Example of enhancement In Excel,…