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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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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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Design standards for a superior user experience — Part 2: UX page standards
Author: Aaron Overfors is a Certified Master Anaplanner and Principal Architect at Spaulding Ridge. In my first article, we detailed how to create a robust design for the user experience; now comes pulling it all together and building the actual pages! We will examine the concepts and ingredients of a strong page to focus…
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Why planning needs a different kind of MDM — and how ADO delivers
Author: Miki Sato is a Product Manager, Product Management Team (Data Management) at Anaplan. Many companies are investing in Enterprise Planning, AI, and BI to improve forecasting and decision-making. Yet across industries, business users still ask the same question: “If we have trusted data, why can’t we use it in…
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Anaplan Polaris – Applying Formula Guards to Optimize Calculations
This article is part of a series on Polaris best practices. Click here for more Community content or visit Anapedia for detailed technical guidance. This is a deeper dive on the concept outlined in the Anaplan Polaris – Understanding Blueprint Insights and Optimizing for Populated Space article. A “guard” refers to an IF…
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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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Design standards for a superior user experience — Part 1: Effective dashboarding
Author: Aaron Overfors is a Certified Master Anaplanner and Principal Architect at Spaulding Ridge. A strong user experience is the key to almost every Anaplan solution’s success. A well-designed Anaplan model that scales, performs well, and is easy to maintain will become shelf-ware without a thoughtful, purposeful user…
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Introducing New Resources for Anaplan Polaris: Benchmarking Performance
I'm very excited to share two new comprehensive technical resources that showcase the exceptional performance capabilities of Anaplan’s Polaris calculation engine. These documents provide detailed benchmarks and real-world performance metrics that demonstrate how Polaris delivers the scale, speed, and interactivity…
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Anaplan security automation
Author: Steve Meekins is a Certified Master Anaplanner and has worked in the Anaplan ecosystem for over 8 years. Steve has worked in both industry and consulting and has successfully architected over 50 end-to-end EPM implementations. The challenge Security management is no simple task for organizations that have several…
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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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Embedding accessible images
Author: Dave Waller, Principal Product Manager at Anaplan. Using certain modeling and page build techniques, it is possible to embed images across your UX apps in a way that provides alternate text for users who may be visually impaired or who may be using assistive technologies to announce on-screen elements. This article…
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[Start Here] Anaplan XL Reporting
In this article, we will teach you what Anaplan XL Reporting is and what resources are available to support you as you get started with it. This article is intended as a self-service guide, but the best source of information will be your Account Executive or Customer Success Business Partner. Reach out to them or request a…
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Did you know? Boolean read write
Author: Stacey Gibbens is a Certified Master Anaplanner and Solution Architect, Financial Planning & Analysis at Globe Life. Hello, Anaplan people! Today, I would like to share with you a solution to a model-building question that pops up on Community from time-to-time: controlling the behavior of user-facing Booleans so…
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Update email id
Can anyone please explain how to update my registered email ID jn Anaplan.
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Integration SAP with ANAPLAN
Hello to everybody, We are facing some problems extracting information from SAP to ANAPLAN. We are trying to connect SAP with ANAPLAN just to export data from SAP to ANAPLAN. We need to extract information from tables of SAP (master data tables and transactional data tables like A DOCS). But we also need to extract…
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Mapping
Hi all, I’m having trouble grasping how “mapping” works in Anaplan when importing data and aligning dimensions. I keep getting confused about when to map to lists vs. line items vs. time, and how to handle mismatched names and hierarchies. Could someone explain, in simple terms.
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Creating a model - L1
Hi guys, I'm doing my level 1 cert right now. I dont have access to a company workspace to create a model as part of the learning. Any idea how I can get access to a workspace to complete this please ?
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Anaplan XL reporting support for Mac OS systems.
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: The current Anaplan XL add in is not available on Mac OS systems which hinders few users from leveraging its benefits. How often is…
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Lesson 13.3.1 - Level 1
Hi All, Am unable to find the option to Create an App. Also, the Click Let's get designing is not showing as per the 13.6.3 Activity. How to move ahead when both options are not showing ? I have referred to few posts on same topic but couldn't find the options to complete the activity. Could someone please help on this ??
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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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Guiding users through the UX best practices — Event recording available!
In July, we hosted a challenge inviting Community members to share their best practices on guiding users through the UX. We shared prompts with the Community to get members thinking about how they how craft the user journey through the app. Yesterday, we held an event highlighting the responses we received from the July…
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View the physical size of the model
Could you please show me the physical size of the model? In the past, when there was a failure to access the production model, Anaplan explained that there was a gap between the logical size and the physical size, and in fact, it was due to a lack of free space in the physical size. If we can check the physical size, we…
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Format Type: Integer
Could you please add type:integer as the format of the line item?
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Has anyone taken a stab at Master Anaplanner Recertification exam yet?
Just curious :)…
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Allow non-WSAs to view source module name in UX.
When a user clicks the ellipsis in a grid card they should be able to see the name of the source module. This empowers end users with the ability to connect to the source data they see in the UX to the module in the backend. It also enables end users to pull the data into Google Sheets or Excel.
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NUX-Open Source Module
Hey, In the classic dashboard, we were able to turn off the ability for the end user to open source module, can the same be done on the New UX, if so can someone tell me how ? I dont want the end user (without workspace admin) to have that feature Thanks
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Is there not a way to disable or not show Source Module on a Card?
Seems like the New UX is still missing the functionality to toggle on or off the ability for an end user to open up the "Source Module" from a card on a page. This was easy to control in classic dashboards but seems to not be possible to configure now in the New UX.
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What after Level-2
Hello I just finished my Level-2 Model building , as of now I cannot land a job or do freelance work until I master model building , but for that I need some guidance 1)How to practice model building , resources or sample models I can work on 2)How to build a good profile around model building I am very eager to practice…
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Is anyone else having problems with the management reporting page?
While working these last few days I've encountered these problems: layout/conditional formatting not saving after a pivot mix going back and seeing blank columns the "apply" button not clicking after any settings Has this happened to you too? Do you have any suggestions? These problems slow me down a lot and require me to…
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ABC Demo Optimizer Lesson in Academy
I followed the directions in the lesson Anaplan Optimizer where the quantity and the total cost should be results from running the optimizer as set up in the course. When I fun the process "Find Solution" I get a Process failed error Additionally, there are no values in my quantity module not in the shipping cost module. I…
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Summary Methods on a Parent Hierarchy
Hello fellow Anaplanners, I'm currently working on a model, where I'm encountering some issues with Summary Methods. I have one report Module, which is a simple connection to another module with the same dimensionality, the summary function in a Organization Hierarchy isn't working. this is the behavior I get in PROD…
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circular reference: Volumes
I am trying to write this formula DATA02 SKU Volumes.Volumes in REV02 Volumes Inputs to pull Data from DATA02 SKU Volumes Model. When I do I get an error message Circular reference: Volumes. I checked and there are no other formulas in either Model. I even tried turning SUM to None in Summary field. Could someone tell me…
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How to map 3 columns(line items) of data to one line item based off time
I have a data set with multiple columns of data (2023 inforce premium, 2024 inforce premium, and 2025 inforce premium) that I want to map to a module and sum based off the corresponding year in the title. What would be the best way to map these line items in the data while avoiding a lengthy if statement that would need to…
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Level 3 - 12.2 Sprint 1 User Check List
Hello, I wanted to get some clarification on the following: "Can the end user see the cumulative total of Final Account Sales Targets for the whole country and by account segment?" I know by default when you filter on a module the sum would still show the full filtered/unfiltered values. Is the quota above wanting to only…
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Activity 2.3.10 - Calendar mismatch
Hi All, I am having an issue with calendar mismatches on this activity. My FY21 values won't populate: The formula's I think are fine for what I want: However, Baseline and Demand Forecasts are stuck at FY19-FY20. It makes sense the FY21 values are not populating as they are greater than the Time Range. But when I try to…
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A function that identifies all saved views which filters are broken
I would like the function to identify all saved views which filters are broken(error).
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Ability to rename a line item without breaking the import mapping
Description of the enhancement: If a line item which is used as the source of an import is renamed, its mapping is removed and the action must be re-mapped. To re-create: * Setup an import from "LineItemA" in ModuleOne to LineItemB in ModuleTwo. The line items will need manually mapping since they have different names. *…
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Various grid view layouts based on controller selection / Dynamic Select Levels
Hi, I have the following questions. Here's the full hierarchy of the company structure along with the data that aggregates to higher levels. However, I’d like users to have the ability to dynamically manage this view. For example, ZC&C - XYZ might want to see the entire hierarchy expanded, while FBL - ABC would prefer only…
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【2025年7月】プラットフォームアップデート
New UXの機能のアップデート ・外部リンクの設定 ・画像およびフィールドカードの設定 ・グリッドの行・列の固定維持 ワークフロー機能のアップデート ・複数テナント利用時の表示制御 ・ワークフロー設定画面のデザイン変更 モデリング機能のアップデート ・Polaris 計算エンジンの機能追加 セキュリティ機能のアップデート ・IPアドレス許可リストの拡張 ADO機能のアップデート ・Google Cloud Storage（GCS）対応 Anaplan CoPlanner機能のアップデート ・関連リンクの提案表示 Anaplan XL機能のアップデート ・新機能と改善点 ・Writeback 機能の強化
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Create an App Button Missing
I am trying to Create an App for L1 Lesson 13.3.1 and the Create an App button is missing on my App home page. I searched in other Community posts and this may be because I don't have Page Builder security access? Would someone please assign me the Page Builder role / security access in the "Elevate (Default)" tenant? I…
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level 1
Hi everyone, I am new beginner on this platform can anyone please advise me how to register for certification for Model builder one
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Level2 Conclusion Sprint: Import Shipping Expenses into OTH01 Module
Hello, I'm struggling with the Import Shipping Expenses into OTH01 Module: apparently the import went fine, I did not get any error, however the figures are not matching the same as in the source module. My Saved view in the source module is the following Then I created a new line item in the OTH01 Non Employee Expenses to…
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New UX Form
I have an action to create a list and it is a form in new UX. I have an option to select the parent however I have to restrict the parent based on a filter (line item). As a user I should only see the ticked parent and not the full list. Is it possible in new UX form that I see the limited parent from the dropdown? Thanks…