-
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…
-
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…
-
How to build a Polaris reporting model in less than two weeks
Author: Hanwen Chen is a Certified Master Anaplanner and Professional Services Sr. Manager at Anaplan. Over the past nine months, I have been involved in multiple Classic-to-Polaris conversion projects. One consistent requirement across these engagements is the need for scalable reporting solutions that support multiple…
-
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…
-
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…
-
February 2026 platform releases and what’s next
Check out the latest Anaplan feature updates and enhancements in our February 2026 official release notes. There you'll find information on: User Experience Board Insights Panel Management Reporting on mobile Custom action buttons on mobile Modeling experience Four digit calendar Forecaster Holiday calendars UX pages…
-
Structure is what makes AI work: Next-generation decision-making in Anaplan
Author: Miki Sato is a Product Manager, Product Management Team (Data Management) at Anaplan. Earlier this week, our CPTO Adam Thier announced a set of AI-driven innovations designed to advance enterprise decision-making. Three products — Custom Analyst, Agent Studio, and CoModeler — are now generally available, and…
-
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…
-
Discover how Anaplan turns complex workforce simulations into real-time insight
Author: Judee Dimapilis is a Certified Master Anaplanner and co-founder at Malaya Tech Consulting. Preparing for a major business launch is always complex, especially in the gaming and leisure industry where coordinating different departments, opening phases, and staffing requirements add another layer of operational…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
Issue with Scenario Mapping – Line Item Not Appearing as Mappable Dimension in Import Action
Hi everyone, I’m trying to replicate a UX setup where a user selects a Source Scenario and Target Scenario in the UX, and an action transfers data from the source scenario to the target scenario. I reviewed how consultants implemented this in one of our existing modules: They created two line items: Source Scenario and…
-
It is not permitted to restore because it is inside of sync
Step by step actions explained below. Created a dev model and synced some changes to PROD (ALM sync) Next Sync - Set Production List to Non production list (To simulate a data loss scenario in PROD and to get explore a ways to retrieve lost data) Data loss occurred as expected in PROD env. Tried restoring a model to ID one…
-
SUM and LOOKUP | Model Optimization Team series
Hi! Welcome to the Model Optimization team's monthly blog post. This is an eight-part series, following the topics we see occurring most frequently in slow customer models. Our aim is to inform and guide how to build with best practice intentions for these model building topics. Each month, two of our analysts will take…
-
NUX 'Show history' to show action/process changes to cells (per classic dashboards)
Following on from the below thread, https://community.anaplan.com/discussion/161787/nux-show-history-missing-changes-vs-classic Problem: Cell history in NUX is incomplete and does not include all changes resulting from imports/processes, causing gaps in auditability and confusion amongst users when they don't know why…
-
NUX 'Show history' missing changes vs classic
Hi all - was hoping to validate whether what we're experiencing is a bug or a NUX limitation vs classic. Recently had a user flag concerns around his input data disappearing randomly, but no corresponding model history (via the NUX history) indicating who/how the value had changed. Running the same cell level history as a…
-
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…
-
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…
-
Converting Text to Date and Date to Text
Author: Julie Ziemer is a Certified Master Anaplanner, Anaplan Community Boss, and Solution Leader/Business Analyst at Akili. While Anaplan has specific functions to convert between data types, converting Text to Date and Date to Text are two commonly searched topics on Community and they require the use of several…
-
Is my Anaplan Academy Workspace Account Active?
Hi, I can't access my Anaplan Academy Workspace User: berthaperez1148@hotmail.com Error: The email and password combination is incorrect I changed my password for Workspace 2 times and got the same error. Attached Screenshot with the error: The link that I used for Anaplan Academy Workspace:…
-
How to assign Connected Planning - Professional Users, Limited Users, and Workflow User in Anaplan
Hi everybody, how to assign Connected Planning - Professional Users, Limited Users, and Workflow User in Anaplan I navigate to 'Administration' but didn't find the place to assign the above mentioned roles.
-
Configure the four-digit year at the line-item level
Hi, Four digit year setting should be enabled at more granular level. Option to choose the four-digit year at the line-item or format level, rather than at the global Time settings, in order to avoid changing the entire app.
-
Share your data integration best practices — September 2025 Community Challenge
We’re excited to launch our September 2025 Community Challenge, focusing on one of the most critical aspects of Anaplan success: data integrations. Whether you’re just getting started with CloudWorks or Anaplan Connect, or you have built advanced orchestrations using APIs and Anaplan Data Orchestrator, integrations are at…
-
Issue with double counting bed types
We added new bed types to eventually move from the old "All Beds, single, double" I inputted the data into the new bed types Went to double check flow into other modules and found that they are being double counted even though I blanked the original columns out. I am not sure why it is still counting All Beds even if it is…
-
Setup your ADO Demo using an AWS S3 Connection
Author: Noel Rocher, Partner Success Manager at Anaplan The problem statement "I would like to Demo the ADO S3 Connector with a CSV file hosted on AWS S3 as an ADO Data Source." The solution Use a free AWS Account to host the example CSV file. Steps to take We will walk through how to setup an AWS environment using a free…
-
Best Finding for Truly Understanding Optimizer (Conceptually & Technically)
🚀 Best Finding for Truly Understanding Optimizer (Conceptually & Technically) One of the most effective ways I’ve found to deeply understand Anaplan optimizer both conceptually and technically is by working hands‑on with Excel Solver. Why? Because Solver forces clarity. It makes you explicitly define: 🔹 Decision variables…
-
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…
-
How to Identify if List Has a Child?
Hello, I have a use case where a user will create a child if they want to make adjustments to an initial value entered at the parent level. The reason the "parent" list may not have children is that not all the list members will have adjustments. The users want to see all L1 items on the same grid as L1 items with L2 items…
-
Align dual-axis zero & scale of Chart
Idea description: As a user creating dual-axis charts, I want to align the zero position and control axis scales, so that the chart is visually consistent and easy to interpret. Example of enhancement: I’ll know this is successful when the zero position on both left and right axes can be aligned (even with negative…
-
Completed Anaplan L1 & L2 Model Building – Seeking Opportunities
Hi Anaplan Community, I’m excited to share that I’ve successfully completed both the Level 1 and Level 2 Model Building certifications in Anaplan. Throughout this journey, I’ve gained hands-on experience in model building, problem-solving, and applying Anaplan best practices. I’m now actively looking for opportunities to…
-
Usage Report - List of users with the details of dashboards that they have accessed so far
I am looking for a report that can give me an idea of Which Current Users of Anaplan have accessed which of the accessible dashboards. How is it possible? Can someone please guide me.
-
Format QoL feature
When changing format options for a row/column on a grid card, instead of selecting the item from a dropdown list, a nice QoL feature would be to auto-select the item directly on the grid, clicking it.
-
Export Hierarchy even we don't have child's assigned to parent
Hello @community members, I am encountering an issue while attempting to export hierarchical data to downstream systems and would appreciate any assistance. Current Scenario: I have a hierarchy consisting of 6 levels(A0, A1, A2, A3, A4, A5, A6). Upto the A3 level hierarchy is well defined. However for A3 level I have 100…
-
Alternative of Rankcumulate
Is there an alternative to using RANKCUMULATE in Anaplan for cumulative ranking by group? The model's performance is impacted due to the use of rankcumulate. I'm looking for a more efficient approach or best practice to achieve cumulative ranking within groups without degrading performance.
-
Reset index of Anaplan List using API
Hi, I want to reset the index of a list using API, not sure how to go about it. I am very new to APIs, I went through Anaplan API docs, however, if someone can help me with the step by step process, or any resources it will be very much appreciated. Thanks
-
Optimizer Hands on experience guide is missing
I have found this great Optimizer: Hands-on exercises page, which supposedly contains a sample model and a step-by-step guide on how to set up Optimizer. The model is available for download, but the guide is missing. There is a mention: Download from the attachments the 'Territory Assignment Step-by-Step' guide.…
-
Posting Action/Process Details to UX Pages or Dashboards
Some background info: my tenant has around 30 model builders and over 100+ end users who are not model builders. We employ a hub - spoke model structure and often times the non-model builder end users will need to run actions from the dashboards or UX pages and are unable to see the most recent run details since those are…
-
Anaplan XL: About “XL3dowriteback ” formula
We have a question regarding the behavior of the XL3dowriteback formula. Our understanding is that this formula allows writeback to be controlled on a cell-by-cell basis. In our operation, when we need to clear a previously written-back value due to an input error or similar reason, we do so by entering 0. However, when…
-
Anaplan Excel Add-In SSO
Hello, I am working for an implementation partner where both my current client and my company use SSO to log-in. When accessing models via the browser, my workaround to ensure that I'm not redirected to my company's SSO is by using incognito / private browsing. However, I'm unable to do this when signing into the Excel…
-
How to get subtotals for a filtered view instead of Grand totals
Facing challange to get the exact totals for Q1 Q2 line items(it should be 21250), Can somebody please suggest a way to get subtotals intead of grand totals. My Summary should be dynamic.