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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…
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2025 Certificate Maintenance for Certified Master Anaplanners
The 2025 Certified Master Anaplanner Program has begun and there's incredible opportunity for 2025 Certified Master Anaplanners (CMAs) to demonstrate their thought leadership, technical expertise, evangelism, and mentorship capabilities across the entire Anaplan Ecosystem! At their core, a Certified Master Anaplanner is…
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Streamline hierarchy management with Polaris's new ITEMLEVEL and HIERARCHYLEVEL functions
Author: Dave Smith is a Senior Product Manager at Anaplan. In the world of enterprise planning, working with hierarchical data is fundamental—whether you're dealing with product categories, organizational structures, or geographic regions, the ability to roll up and see your plans at a macro-level is essential. Until now,…
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How I Built It: Method for branched development within ALM
Author: Noah Jackson is a Certified Master Anaplanner and Principal Data and Insights Architect at Anaplan. Hello Anaplan Community! Since the release of the “unlink revisions” feature, it is possible to do branched development within Anaplan ALM. This is most useful when you are beginning work on a larger change or new…
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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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Mastering Anaplan Workflow: Tips and learnings from real-world experience
Author: Shivankur Sharma is a Certified Master Anaplanner and Principal Architect at PM Square. Anaplan has long been a leader in the connected planning space, and with the introduction of Workflow functionality, it’s taken a major step toward streamlining collaboration and task accountability. If you’re a model builder,…
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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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Anaplan Workflow in action: Focused demo series
Author: Dave Waller, Principal Product Manager at Anaplan. Discover how Anaplan Workflow streamlines and simplifies complex approval processes with our set of short demo videos. Each video highlights a real-world use case — budget submission, capex submission, headcount allocation, and compensation plans — showing how…
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UX best practices for building impactful dashboards in Anaplan: Part 1
Author: Arjun Gandhi, Certified Master Anaplanner with over a decade of experience leading enterprise Anaplan implementations across industries. ———- “If your dashboard doesn’t tell users what to do within 10 seconds, it’s already failed.” 🧭 Introduction: Why UX design in Anaplan matters Anaplan’s UX is more than just the…
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Introducing Anaplan API Python SDK
Author: Vinzenz Klass is a Senior Data Engineer at valantic. Hey everyone, I wanted to share the Anaplan Python SDK with you. It's a Python Library that wraps all Anaplan APIs and makes it easier to interact with Anaplan programmatically. It is mostly designed with Data Integration Scenarios in mind, but it does support…
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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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How I Built It: Set up timestamps leveraging ADO & Workflow
Author: Jeffrey Glazner is a Manager, FP&A Systems at ResMed. Hello folks! I’m happy to share my ‘How I Built It’ tutorial with you all. This video shows a simple way to set up timestamps in Anaplan leveraging Anaplan Data Orchestrator (ADO) and Workflow, without the need for any additional scripting. While not…
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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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'Delete task' Action on UX page
We have a 'Delete Task' action button on an UX page. The Action button is driven by a 'Run Action' line item which is TRUE if the Confirm Delete Boolean is checked. This setup works, but only if the user selects the full record (row) where Confirm Delete is TRUE. Currently, If a user checks Confirm Delete Boolean on the UX…
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Termination of Formula Processing on Error
Currently in Anaplan, when a formula contains an error, the platform proceeds to process the entire model before surfacing the issue. This behavior can lead to unnecessary delays, confusion, and performance strain—especially in large models with complex dependencies. We recommend introducing a formula validation checkpoint…
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Collapse / Expand Hierarchy Functionality in Modules and UX Grids
In current standard grid modules and UX Grids you can't Collapse & Expand hierarchies of Lists/Line Items/Sublist like you can do in Excel (see below). Considering that sometimes hierarchies can be huge or you want to Collapse one part but Expand another - it would be good to have such functionality
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Need Help: Import Updates Only Specific Combinations Without Erasing Others
Hi Anaplan Community, I'm facing an issue while importing data FROM A MODULE (text details) INTO A MODULE that has two dimensions: "Unique Line ID" and "Organization x Site". The source file is based on a numbered list. It includes text-formatted columns (line items) that contain the names of the "Unique Line ID" and…
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Prevent end users deleting a list item when using Worksheet in UX.
Hi, I have a worksheet for end users to enter new hires into, for which the list item which persist across versions. I am having an issue where the end user can delete a list item using the grid functionality because the Current Version value is blank, but I want to prevent them deleting them (as data will be lost from…
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Anaplan for Microsoft 365
Using the excel addin for Microsoft 365 when I try to add a card to import data I get the message 'Cannot insert data from a custom view'. I am not using a custom view. Any ideas what I am missing here?
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How can I add more than one assignee to a Offline task when creating a Workflow task?
I not being able to add 2 assignees when creating an Offline Task when crating a Workflow template. Do I need to crate 2 separate offline tasks, one for each user? Thanks.
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Efficient Data Exchange: Integrating Anaplan with SFTP Servers
In the dynamic landscape of modern business, data integration plays a pivotal role in decision-making processes. Many enterprises rely on Anaplan as a comprehensive planning and performance management platform. When it comes to data exchange, integrating Anaplan with SFTP (Secure File Transfer Protocol) servers offers a…
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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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Azure blob connection Cloudworks vs ADO
I am trying to connect to Azure blob, the credentials work on cloudworks, but do not work on ADO. Has anyone else experienced this issue?
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Enable MFA for secure login to Anaplan
Hi I would strongly like Anaplan to enable us to require MFA for login to Anaplan. Currently we have Anaplan integrated with Azure for SSO logins for internal staff but for external users it is username and password only which is a real worry. As we all know MFA is an absolute must and we would really appreciate this being…
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Data Split between Many to Many Relationship Mappings
Hello Anaplan Community, I am encountering an issue with one of my development work and would be greatly appreciated your assistance. There are 2 different modules involved in my model: 1) INP01 Percentage Input by Product (Applies To: P3 List) 2) REP01 Percentage Split by Department (Applies To: Departments List) The…
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Event recording available: Introducing Combined Grids
If you missed our Power Hour event on Combined Grids, a recording is now available. This event covered how Anaplan’s new Combined Grids feature brings data from multiple modules into a single, unified view. We shared more about what makes this capability powerful, and heard from Anaplan customers who are already using it…
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ALM syncing when multiple developments are happening
We have 2 developers working on the same model in different modules. One has completed his changes but the other is not ready to sync. Unfortunately you have to sync the whole model, and this means partial changes would then be synced. If the first developers' changes are urgent, waiting for a major change to be finished…
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Dynamic notifications in Workflows
Idea to have an ability to make the notifications dynamic. So lets say, particular workflow is supposed to send out notification that Person X has completed the task, the notification should dynamically mention that 'Person X has completed the task'. X should be dynamic for names X, Y etc.
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Color and Style Options for Action Buttons in UX
Currently, the styling of action buttons in Anaplan UX is limited to a predefined set of colors and formats. While functional, this constraint can hinder the ability to create visually engaging and intuitive dashboards—especially when tailoring experiences for diverse user groups. We propose expanding the customization…
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I am getting error while submitting the assignment,please give me suggestion.
Please suggest why it is not taking submit.
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Unable to use one page for multiple DEV models that are partially in sync
Hello, Our model builders are normally making changes to all structural changes in a DEV model. Because we are now in a Prod freeze and we don't want to move structural changes to PROD until end of year, we created a copy of the DEV model (standard mode) - 'DEV2' model, where we are only making changes to urgent issues…
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User-Access reminder, Modules,List,Action
In our COE, we've frequently observed that model builders unintentionally overlook assigning access to modules, lists, and actions after completing development. This often leads to delays and confusion during UAT and post-deployment phases. To mitigate this, we propose implementing a notification functionality that serves…
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Rearrange list items
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: Rearrange list items in pages hides new items, new items should be visible on pages. Who is this impacting? (ex. model builders,…
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Manual Grid Sizing for Board pages
Currently, board grid views in Anaplan default to automatic sizing, which often limits flexibility in how users interact with data. To enhance usability and accommodate diverse layout needs, we propose introducing a manual sizing functionality for grid views. This feature would allow users to: Adjust grid dimensions based…
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Export PDF for board
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 Board PDF Export (whole page) – Only the visible content is getting exported not the scrolled content. How often is this impacting…
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Modules (Beta Version View) Requierments
Thank You Anaplan team for implementing Beta version, Need selection base filter Need Export functionality Need cell count details Column same as MB/GB Details
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Postman/Anaplan - message "404, Not found"
Hi all, I, as an Anaplan workspace administrator, am working together with a Fabric team to export data from Anaplan to Fabric via Anaplan API and Postman. We have a problem where all Anaplan exports are visible in Postman but when trying to connect to SOME of them, we get message "404, Not found". Below screenshot showing…
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Export Data source
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: As of now exact source of export data is not shown in source object for the action. Who is this impacting? (ex. model builders,…
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Download report from admin Consol
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: Right there is no download report option to export from admin consol. Who is this impacting? (ex. model builders, solution…
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Line Item filtering
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: Right we need to create filter with the line item subset to show lines according to dimensions. Who is this impacting? (ex. model…
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Color Pallet in module
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: Color Pallet should be provided in module for conditional formatting to create saved view or in module grid like we have in Dashboard…
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Export file name basis on date
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: As of now when we run an export action it will always export file with the name we have created the export action. How often is this…
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Line Item Name change from 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: Right now we are only able to change name of a line item from module only. Who is this impacting? (ex. model builders, solution…