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A beginner's guide to headers and footers in Anaplan Disclosure Management
Author: Veronica Pietrobon is a Product Manager at Anaplan. You can enhance your Anaplan Disclosure Management Word documents by using headers and footers, which work just as they do in Microsoft Office. To get them just right, it’s helpful to understand how both Word and Anaplan DM handle these elements. This guide will…
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Speeding up ADO data syncs with Workflow
Author: Mark Warren is the Architecture and Performance Director at Anaplan. Anaplan Data Orchestrator (ADO) is used to connect, transform, and manage data from various sources to be used in Anaplan models. It is a data management system that enhances integration, efficiency, and data governance within the Anaplan…
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Did you know about Anaplan FCR's Drillthrough feature?
Author: Werner Priels is Product Manager at Anaplan, focusing on Financial Consolidation. When managing multiple data interactions in Anaplan FCR, having a clear and transparent audit trail is not just a nice-to-have; it's a necessity. The out-of-the-box drillthrough feature is a powerful tool that provides deep insight…
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How I Built It: Rethinking scenario planning with Polaris
Author: Philipp Erkinger, Certified Master Anaplanner and Principal Solution Architect at Bedford Consulting. Dear Anaplan Community, The Anaplan Polaris Engine has brought a significant transformation in the way I construct and design Anaplan models. Over the past three years, I have had the privilege of working on…
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Automate Optimizer process using API
In the last post, we showed how to retrieve logs using our API. Today, we will also show how to automate an Optimizer process using our API. That way, you can schedule the solving of an Optimizer action using code. You can also use Anaplan Connect to automate the request, and soon you will be able to use Workflow as well.…
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Recording now available! January 29 platform release event
If you missed our January 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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Automated license and size management
Author: Anish There has 2.5 years of experience in Anaplan and is an Analyst at Deloitte. Managing user licenses and keeping track of model sizes in Anaplan can be daunting for teams juggling multiple models across DEV, QA, and PROD environments. Traditionally, consolidating user information means manually exporting from…
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2026 certificate maintenance for Certified Master Anaplanners
The 2026 Certified Master Anaplanner Program has begun, and there is incredible opportunity for 2026 Certified Master Anaplanners (CMAs) to demonstrate their thought leadership, technical expertise, Anaplan championship, and mentorship capabilities across the entire Anaplan ecosystem. At their core, a Certified Master…
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How to be frugal when building inventory rollover
Author: Vinay Varadaraj Mirajkar is a Certified Master Anaplanner and Senior Solution Architect at Anaplan. Imagine you are modeling inventory projection in the classic engine with below assumptions: Large number of products and locations Planning horizon with daily buckets (let’s say 60 days) This is very common in use…
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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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Did You Know? Anaplan Extensions
Author: Ahmed Brahim is a Certified Master Anaplanner and Senior Consultant at Atkan. Hello Anaplan Community! In this ‘Did You Know’ video, I’ll be going over the various Anaplan Extensions and covering: What Anaplan Extensions are The different add-ons available (Excel, Google Sheets, PowerPoint, etc.), Relevant use…
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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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Combined Grids is now live!
Author: Calvin Magondo is the Product Manager, Enterprise Experience at Anaplan. Combined Grids and multi-module reporting We are excited to announce the much anticipated enhancement to the Anaplan User Experience (UX): Combined Grids. This powerful new feature and platform capability will address one of the most common…
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Stop duplicating modules: Meet Combined Grids
Author: Vijay Pasumarthy is a Certified Master Anaplanner and Sr. Principal Consultant at Genpact. If you had two modules with a common dimension and wanted to show information from both on the same page, your options were limited: Build a new “combo” module and recreate all the line items or Drop two grid cards side by…
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Management Reports - Automating PDFs
Hi, we need to bulk export approximately 150 customer Management Reports as PDFs each month from Anaplan. It involves selecting each customer from the context selector, exporting to pdf and then renaming the file. Currently this is a manual process. Has anyone implemented an automated solution to bulk export Management…
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January 2026 platform releases and what’s next
Check out the latest Anaplan feature updates and enhancements in our January 2026 official release notes. The information below offers supplemental information to that post. Dataspaces in Anaplan Data Orchestrator Dataspaces are partitioned areas of a tenant-wide Anaplan Data Orchestrator instance. Integration…
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Corrupted Import Action
Hi, I'd like to know if my issue already occurred to anyone here. I created a saved view out of a module using different hierarchical lists. In the saved view, I pivoted the dimensions and restricted the view only on a specific line item. Then, I used that saved view to import data into another module however the data…
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Importing error (date formatting)
The following is because I have been having issues completing the Anaplan Training Level 1, considering that when I try importing into a module I am receiving errors when the dates are presented as YYYYMM. Even when I select the custom format for the dates in the column headers when mapping the data, I receive the same…
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Level 1: Lesson 8: REV02 Volume Inputs Error while importing
Can someone please confirm if my mapping looks correct for REV02 Volume Inputs and what should the value be in the Time Tab and Line Items Tab
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Finding the lowest element
Hi, I have the following problem to solve and I’m not sure whether it’s even possible in Anaplan. I have List A with a certain number X of elements. For selected elements from List A, based on which I create a subset, I determine the components that make up each element. There can be a maximum of 6 components. Each line…
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Dividing (not formating) all the results by 1000
Hello, Is there a quick way, in Anaplan XL to divide all the results by 1000 without creating a measure for every row or every column?
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In the L2 we were discussing about intermediary module to connect the Source and Target
How to connect the growth % which has the Product family as dimension with the P3 SKU using intermediary module..I'm stuck Can someone help?
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issue with DEM04 export
Hi Community, @Misbah @MikhailErgyun I’m currently working through Level 2 and have a question regarding module cell count and Time Ranges. In my DEM04 module, the initial cell count using the Model Calendar was 547,596. When I switched the module to use a Time Range (FY19–FY21), the cell count reduced to 395,486. However,…
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Top Level Item and Parent Hierarchy
Lists in Anaplan have two main settings related to how data is aggregated: * Top Level Item * Parent Hierarchy They may both be set on the “Configure” tab on the List settings screen. Top Level item This list has been set to have a top level item, “All Regions.” When used in a module, the top level item contains the…
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In 2.3.10 of Spring2use an intermediate module to align the source with the target
In Sprint 2, Create Demand Forecast, "Remember that Anaplan can automatically aggregate data upwards (from lower to higher levels) in the hierarchy, but in this case you will It is necessary to use an intermediate module to align the source with the target", for the second half, how to achieve it?
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Converting Fake Time to Native Time in Anaplan Polaris
In the world of Anaplan, "Fake Time" lists are often a necessity when native time doesn't offer the flexibility your specific business case requires. However, the real magic happens when you can map those custom list items back to Native Time Periods. If you are working in a Polaris-enabled model, efficiency is the name of…
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DCA is active for an ID, but data is invisible
For a line item, where DCA read and write both accesses have been provided to an ID, but that person can't see any value. The ID has full access to the model, only difference is, the ID is not WSA. Can this make any difference? To clarify more, that particular line item has four dimensions, i.e., Users, List1, SS:List2,…
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Manage Conditional Formatting Lost Progress
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 in a View and adding conditional formatting, if you click the x in the top right-hand corner while you're editing a rule you…
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ADO connection from postgreSQL
Hi everyone, I am trying to create a connection ADO from PostgreSQL, but I consistently receive the following error: Failed to establish a connection The following message was sent from the target system: The SSL certificate is either invalid or not in unencrypted PEM format. Please check your certificate and try again.…
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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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REST API V2 after 16-Feb-2026 for CA Certificate authentication
Hi Does anyone successfully find the correct way to adapt the REST API scripts according to the new API v2 CA Certificate standards: adding the new parameter "encodedDataFormat": "v2". I tried to prefix the payload used to generate the encodedData and encodedSignedData by using the timestamp (also UTC), considering 8+92 or…
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FCR: First showing "Explorer" when opening AnaplanXL Web
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: In the earlier versions (XLCubed and FluenceXL), users always started directly in the folder tree, whereas now it takes quite a few…
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ISFIRSTOCCURRENCE returns duplicates due to extra dimension
Hi ALL, As shown in the screenshot: Columns are Locations and D2 Roles. Each Location is mapped to a Final Region Set (e.g., Toronto).The module is dimensioned by Locations and D2 Roles. I want to export this mapping to another model, but in the target module, I don’t need the D2 Roles dimension. When I try to use…
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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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Filter dropdown for form action
Hi, I have a form action button that adds a L5 list item to a hierarchy. L5 does not have selective access but L4 does, but I still see all L4 list items in the dropdown when I trigger the form. How can I only view the ones I should have selective access to? L5 does not have selective access. L4 is also a selector on this…
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Finding History for List Item Creation and changes
Dear Hive Mind, Do we have a way to get the history of a particular List Item, from its creation into a model up until its removal ? I am trying to chase when / how an item has been added into a model and how / when it would have been deleted and then recreated with the same code. Is there a pattern (manual or API) to get…
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Update columns in a source
Hi, i have a source that uses a connection to Skutrak, and i selected 3 columns when i created the source, now i want to bring in a 4th column, do i have to recreate a source from scratch and then use that in a new transformation view and do all the work i did again, or can i update the source column selection, and add the…
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Level 2 3.3.5
I am having trouble with the result of the formula I have input. Can anyone help me what's the problem why is it just showing 13,000 and 0? Below is the screenshot
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Design Grid - "simple" Find Member does not exist anymore - only Advanced Search
Hello, I used to find Members in the Design Grid Dialog by typing in a text into the search field and pressing the "Find Member" button. The cursor jumped to the first result within the dimension tree. This does not work anymore. I always get the same dialog as the "Advanced Search" Button. I am using Version…
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AXL Slicer Enhancement Request: Save Preferences with Multi-Select
Current behavior: When the Multi-Select Members option is enabled in the slicer settings, the user’s previous selections are not saved when reopening the workbook. As a result, users must reselect the slicer members each time they open the workbook. However, when the Multi-Select Members option is disabled, the previously…
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Module 1 Missing Data
Good afternoon, I am working on Module 1 and I have downloaded the Example Model into my workspace. Upon completing the activity 1.4.2 where they ask to "Find the price of Fuddy Duddy in Tijuana" I am having a hard time navigating the model and actually finding the data. It seems empty.
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More Detailed Filters on Anaplan Model History
Currently, History page only allows us to filter based on date range. I think the search functionalities should be expanded further. It should be categorized at least as metadata (structural) and data changes. This will enable us to review model structural changes apart from comparing revision tags. For example, after…