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How to, plus an evaluation of ways, to do version comparison
Author: Kevin Beltz is a Certified Master Anaplanner and Principal Platform Adoption Specialist at Anaplan. Budget vs. Actuals. Last Year vs. This Year. What-if Scenario A vs. What-if Scenario B. As an Anaplan model builder, solution architect, or end-user, you know that comparing versions is a foundation of insightful…
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Use cases for Anaplan XL
Author: Audrey Neet is a Certified Master Anaplanner and Director at Tru Consulting. Anaplan XL (AXL) is one of the many products Anaplan offers. It extends how users can interact with Anaplan data beyond the UX, providing additional flexibility for targeted analysis and reporting. With AXL, users can design reports and…
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Anaplan introduces Snowflake Writeback in Pipelines
Author: Kira Wagner is a Product Owner at Anaplan. Snowflake Writeback is now available as a new addition to our integration capabilities. As the first of several planned writeback connectors, this feature is part of the Pipelines functionality in Anaplan Data Orchestrator. It allows you to move transformed and validated…
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Event recording available: CoModeler for Clear, Correct, Continuously Improved Models
If you missed our spotlight event on Anaplan Community Experience: CoModeler for Clear, Correct, Continuously Improved Models , a recording is now available. Our partners at Polestar Analytics, Steven Gnatovich and Vijay Vyakaranam shared with us how they are utilizing CoModeler in their implementations. The session…
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April 2026 platform releases and what’s next
Check out the latest Anaplan feature updates and enhancements in our April 2026 official release notes. There you'll find information on: Polaris Trigonometry functions MOVINGSUM on general lists Line item limit Security and tenant administration CAPTCHA on basic authentication Anaplan XL (version 2604) Offline writeback…
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Recording now available! April 29 platform release event
If you missed our April 29, 2026 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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Polaris Building and Debugging Tactics
Author: Dana Evernden is a Principal Solution Architect at Anaplan, pioneering the Anaplan Delivery Assurance Program. Polaris Building and Debugging Tactics Tired of sluggish models and performance bottlenecks in Polaris? Ever feel like you're just one tweak away from unlocking lightning-fast speed? You've found the…
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A CoE becomes essential when you own Anaplan
A CoE becomes essential when you own Anaplan 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. You don’t need a large team to have a Center of Excellence, but you do need…
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How I Built It: Sensitivity analysis
Author: Casey Pham is a Certified Master Anaplanner and Director of FP&A Systems at Yext. In this ‘How I Built It’ video I'll show how I built a model and process to run a sensitivity analysis. Tens or hundreds of scenarios without overloading the model with too many scenario list items and manually updating driver inputs…
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A practical guide: Customer tenant split
Author: Marc Weinzimmer, Certified Master Anaplanner and Senior Project Manager at Alpha. A tenant split can happen when a company splits into two separate companies. This consists of migrating workspaces (including all models in it) and users from source tenants into a target tenant. Let’s quickly walk through a helpful…
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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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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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Powerbi Issues
Hello - I've had perfectly working powerbi extract from Anaplan until this Monday. We havent introduced any changes in the model. The query fails in the navigation step right after source. I get the error "The column: Column1 not found in the table". Experimenting with a clean file i get the same error before i do any…
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L2 1.7.4.6 Load Employee Details
In L2 Training when i am trying to complete 1.7.4.6 Load Employeee Details, in the actions tab, i am unable to Edit the file. It say file not avaible. I am unable to complete the activity, any help?
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Anaplan XL - Setting a Report Property: Which Sheet Is Displayed Upon Opening?
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: Setting a Report Property to Determine Which Sheet Is Displayed Upon Opening When a file is saved, the report currently opens to the…
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Workflow historization for auditability
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: Currently it is possible to delete a completed workflow. Unfortunately this does not meet internal requirements for auditability. Who…
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Action to reset Index
Hello, It would be beneficial if we could add an Anaplan action to reset the index of production data, so we can use it in our processes right after cleaning the lists. At present, we use the API for this, but it's done outside our main processes. Regards, Roba Sajadian Improvement Manager
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"Select All Search Results" option for filtering the list line item in Grid Card
Hello, As a representative of people working with Anaplan on a daily basis, I would like to add an option to select all search options for List Line item in the grid card. Our users often search for items based on a specific phase in the product description or product name etc. These items are added to the lists line item…
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How to approach a user story?
Author: Devrath Ahuja is a Certified Master Anaplanner with over six years of experience in implementing and delivering global Anaplan solutions. As someone starting out on their Anaplan journey, sometimes user stories and the build can feel overwhelming. Have you ever looked at a user story and wondered, “Where should I…
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3.3.5.2A Beginning Inventory, Forecast Demand, and Suggested Order Line Items
I inserted the formula, but there was no change. Could you please send me a screenshot of your DAT01? Maybe the issue is there.
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Level 3. QUO06 Tenure Calculation
Hello, Can you please review my formulas here: i am not sure why I see 5+ years here for everyone: Thanks,
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Anaplan Level 3 Assign accounts to territory
Hi, when I am assigning the account to the territory I am always facing error as below and account never get assigned to the territory , what could be the reason ? When I use same method for unassign it works .
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How I Built It: Period-driven variance reporting
Author: Nizar Cherkaoui is a Certified Master Anaplanner and EPM Manager and Solution Architect at VISEO. In this How I Built It video, I demonstrate how to design period-driven variance reporting in Anaplan when comparison logic is unknown upfront and flexibility is required. Instead of embedding period choices directly…
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YTD Should Exclude Current Month and Include Actuals Only
Currently, Anaplan’s native YTD (Year-to-Date) calculation includes the Current Period, even when that period contains forecast values. Issue From a financial planning and FP&A perspective, YTD is expected to represent Actuals only. However, Anaplan calculates YTD including the Current Month, which can contain forecast…
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Anaplan ⇄ Google Sheets pivot tool — feedback welcome
We've been building a tool called aplan4sheets and we'd genuinely like input from this community — both on what we've built so far and on what we should prioritize next. The problem we set out to solve: Anaplan's Excel add-in is Windows-centric, and there's no real native way to pivot Anaplan data in Google Sheets. We…
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Show List Name in Blueprint Format Column (or as an additional column at the end)
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: When working in Blueprint view or exporting module blueprints, list-formatted line items do not clearly display the list name. In…
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Activity: Prepare Data Exports
Hello, i had a trouble to understanding to fill the formula on "Code" line item, if the purpose was to get the code on G3 Location, why don't just make the line item format List and refrence G3? well i try that, and i got another question, why you cannot refrence straight to G3 grid Code? and what the downstream mean in…
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User story 3.3 To derive Monthly Commission Forecast
Hi, My values of monthly commission forecast is not matching the Check your build values. Please help to identify where I am wrong. As I have attached screenshots of the blueprint and module grid view. Thanks, Sre Varshaa S
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I need to flow data from a model DAT01a in PBF Dev to PBF Consol
I need to flow data from a model DAT01a in PBF Dev to PBF Consol, we use connectors to do this OUT3A and OUT3B Any instructions or tips on how to build or test the data can be flowed through to PBF Consol?
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1.8.5.1 Import Data into G1 Region List
Hi Everyone, I am unable to import G1 Region List code from Data hub to Supply chain. Could anyone help with this please? The GI region meant to pick up from SYS05 Region Details 2 code but it didnt. I tried to import it through general list. I dont know what went wrong
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Polaris Training in Classic Workspace.
Hi, I currently don't have access to the Anaplan Polaris workspace. Is it acceptable to proceed with the training in the classic workspace, or will this create issues later and prevent me from obtaining Polaris certification? Let me know if you have any insight on this.
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Question for 4.8.2 Employee Mapping
I am having issues with mapping. The upload is successful but in the code, some of the employees have names instead of the country code. Can someone assist and let me know what I am doing wrong? I went back to previous lessons to make sure I am doing the right mapping as well.
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PlanIQ algorithm properties
Review the table below for information on each algorithm and its specific properties. Question? Leave a comment!
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Handling Month–Year vs Year–Month format issues in Anaplan imports?
In our current setup on a Global Engagement, most regions use a Month–Year format (e.g., Jan-26) for the time range in the forecast upload template. However, the US region follows a Year–Month format (e.g., 26-Jan) in their local Excel files. This mismatch creates a challenge: When US users download the template, it is…
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Ability to change Pivot in Google Sheets Add-on
The Google Sheets add-on doesn't let us change the dimensions in the Pivot when setting up the connection, unlike the Excel add-in. We need to create custom views in the model to be able to pull the data in the format we want. This is a big deterrent towards adoption of the Google Sheets add-in and restricts the…
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Pivot feature for Google add-ons
The information toolbar suggests that we pivot in Anaplan using filters and pivot feature. This is an inconvenience from the user experience perspective. If that were to be the case then we are better off creating views for everyone. Moreover, this feature that's been mentioned as information does not work as intended.…
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3.3.5.2A Beginning Inventory, Forecast Demand, and Suggested Order Line Items
What is the correct formula to display Beginning Inventory?
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Shared Pages Across Multiple Apps
The Idea Allow a single page to be surfaced in multiple apps simultaneously — appearing natively in each app's home screen and dropdown navigation — without needing to duplicate the page itself. The Problem Many organisations structure Anaplan around multiple business unit-specific apps, but have pages that are truly…
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Cooking up a prototype — A recipe for success
Author: Tiffany Rice is a Certified Master Anaplanner and Senior Supply Chain Applications Builder/Developer at Anaplan. There are many different scenarios where leaders or project sponsors may request some “proof” before we make the “pudding”. This is common in instances where teams are exploring new functionality,…
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L3 Model Building Sprint 2 - User Story 3.3
Hi Community, I was able to match my Target with the screenshot provided in the training. But after applying the commission and attainment % to Quarterly Target and then using Quarter Apportionment to divide quater values into monthly interval. My screenshot doesnt match the check your build. Commission% for Janell is 10%…
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Save user specific adjustments to column widths in a grid on a UX page
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: Users need the ability to save adjustments to column widths that they make within their module views of a UX page and have those…
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Hi everyone, I’m trying to confirm whether our workspace/model is actually running on Polaris or Cl
Polaris or Classic Engine.