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Accessible by design: Our new accommodations for certification exams
Taking a proctored exam can be intimidating, even for the most seasoned professionals. While certification validates a learner’s skills and expertise, the exam environment itself can sometimes pose unnecessary barriers. Our goal is to test your ability, not your endurance. That’s why we’ve made significant updates to make…
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Hybrid approach to planning and execution: Anaplan for Salesforce and ADO
Author: Miki Sato is a Product Manager, Product Management Team (Data Management) at Anaplan. In my previous post, I outlined the different ways Salesforce and Anaplan integrate — from the Embedded UX experience (Anaplan Tab) to data-level integrations such as the Anaplan Data Orchestrator (ADO) Salesforce Connector. Since…
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Planning, pie, and people: What I’m thankful for in the Anaplan Community
Author: Mikhil Agarwal, Certified Master Anaplanner and Delivery Manager at VISEO USA Inc. As we dive into the holiday season, a time for family, reflection, and maybe just one more slice of pie, I’ve found myself thinking about a different kind of table I sit at throughout the year. Not the one in the dining room, but the…
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Exciting news: Anaplan will soon connect to Amazon Redshift
Author: Kira Wagner is a Product Owner at Anaplan. We're thrilled to announce that Anaplan is planning to expand our integration capabilities with the launch of our new Amazon Redshift connector. This addition will empower your organization to seamlessly bridge your cloud data warehouse with Anaplan's powerful planning…
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How I Built It: User Access Management
Author: Kevin Dale Bandelaria is a Certified Master Anaplanner and Solutions Delivery Head at OmniQuest, Inc. Solution overview The User Management process in Anaplan was developed to simplify how administrators set up and maintain model roles and selective access settings for users. Traditionally, configuring access in…
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Anaplan XL Reporting: Effective use cases and practical recommendations
Anaplan XL Reporting (AXL) is a powerful solution bridging the robust planning capabilities of the Anaplan platform with the familiar flexibility of Microsoft Excel. It allows you to interact with your Anaplan data dynamically, right from your desktop. To use its power effectively, it's important to understand how to 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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How to navigate a list index reset while preserving your planning data
Author: Evan Groetch is a Certified Master Anaplanner and Business Intelligence Manager at Fresenius Medical Care. Seeing that your list import has failed due to the index hitting its maximum value can be a frustrating experience. Cursory research on Anapedia will show you there is a “Reset” button at the bottom of the…
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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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Recording available: Tackling frequently missed certification exam topics
Thank you to those who attended our recent event. If you missed it or would like to re-watch, here is the recording and a few resources to help with your recertifications! Don't wait to get the process started — you'll be glad you took the time to do it now before the holidays. Recording…
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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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Less granular, more accurate: The "granularity = responsibility" principle in FP&A
Author: Taichi Amaya, Certified Master Anaplanner, and Financial Planning and Analysis Specialist at Pasona Group, Inc. Reading time: approximately 5-6 minutes. "We need more detail in our forecasts. Let's have each sales rep submit their numbers individually — that way, we'll be more accurate." Sounds reasonable, right?…
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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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October 2025 platform releases and what’s next
Check out the latest Anaplan feature updates and enhancements in our October 2025 official release notes. The information below offers supplemental information to that post. Planning experience Combined Grids This new capability gives page builders the ability to combine multiple modules into a single, unified grid on a UX…
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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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Ready for departure? What to do if your only Anaplanner is leaving!
Author: Clarissa Hassfurder is a Certified Master Anaplanner and CEO at Double10 Consulting. In many cases, when a team member departs a company, there is an ability to complete hand off with one or multiple team members. But what if your Center of Excellence (CoE) is a team of one? What if there are no other people with…
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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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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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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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403 error trying to access Support Portal
Hi - cant access support portal having already registered. Receive the following error message - is this an issue with Anaplan or our internal IT?
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Need help with 1.5.6 Activity: Create Historic Volumes Module
Hi, I am facing an import error in the 1.5.6 Activity: Create Historic Volumes Module. The system shows “Import Failed” and the data is not mapping correctly. Can someone please help me understand how to fix this issue?
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Dynamic Export Reporting
Hi All, I want to address an query related to exports, In Output model, which is read access for all users & roles.user want to have dynamic export depending on user selection of multiple regions. So for selected regions , they will be able to see the data only for selected regions. Thanks,
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Module Building 6.8.1
I can't seem to get my module to match what the learning center is showing. Any idea what I could be missing in dimensionality etc.? I've looked back through the previous lesson and can't find any clues. Learning center shows: And mine looks like this: What am I missing in the setup below? I made several back-to-back and…
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Talent Builder Graduate Mini Resume - Akshay Palimkar
Name: Akshay Palimkar Location: Ontario, Canada Certification: Professional Model Builder Educational Background: Engineering graduate, SAP Certified Development Specialist Profile Summary: Certified Anaplan Model Builder with 15 years of enterprise application development and business process experience. Strong background…
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Anaplan Way - The Four cornerstones
Hi I am in Anaplan Way and just viewed the Lesson two ( four cornerstones). I have listened to Simon Tucker, Chief Customer Officer. He talks in the order of Model, Data, Process and Deployment and explains each cornerstone. However, my concern is in the learning material the order of the four cornerstones are Process,…
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Model Building 7.2.3 Mapping Issue
Hi All, I have poked around through the forum looking for an answer on this issue, and most of the threads end with no solution. I have had no problems mapping the other stuff so far, no idea what is going on here. Yes I am mapping by code, instead of Employee name. Yes I have edited the start and end date, tried yyyymmdd…
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Daily Date Format
Hi, I have a module with a time range as a dimension. I've set it with a daily time scale, but Anaplan's way of showing daily dates is for example "1 Jan 37" and I need it to be in numbers because when I export it excel doesn't recognize it as the date format that I've set in Windows (OS) (when a date as two digits it's…
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Default Show Scroll Bars
Description Currently, scroll bars in Anaplan UX grids and cards only appear when content exceeds the visible area and when you hover over a card and the scroll bars appear. While this behavior is standard, it can create usability challenges for end users, especially when: Users are unsure if additional data exists beyond…
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1.5.2 activity: import data into beginning inventory
Kindly assist me to load data into the model.
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Support error
Hello , Facing an error in looging in support portal , can anyone assist
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Is there any way to block the writeback functionality for some users?
I have this problem: I'm creating an AXL report, which will be distributed across members of a department. I need to know if is possible to block the writeback functionality for all members except the owner of the file to avoid accidental updates of data in Anaplan's modules. Thanks!
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How I Built It: Codebreaker game in Anaplan
Author: Chris Stauffer is the Director, Platform Adoption Specialists at Anaplan. My kids and I enjoy code-breaking games, and so I wondered if I could build one in Anaplan. Over the years, there have been many versions of code breaker games: Cows & Bulls, Mastermind, etc. The object of this two-player game is to solve…
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Is there a way to turn off the Show Comments Summary panel in UX pages with Comments?
This shows all comments across all data to all users with access to the UX page. This is not appropriate for any UX which might contain security access sensitive data. Comments on grids and cards ARE security dependent. That works fine. But anyone with access to the page can open this Summary Panel and see ALL comments…
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Are there any plans to support actions to rename or delete native Versions?
If anyone is aware of idea exchange ideas that are currently being evaluated by the product team, if you don't mind linking them here, would love to give them an upvote. Thanks!
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How can I Delete Users in Administration
Now I faced below warning But I cannot find any delete action for those users I don't need anymore Can I have any action to solve this warning?
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How do I determine why Anaplan API login fails intermittently ?
Hello, My interface uses basic authentication to log in to Anaplan. The login process has been failing intermittently for about a week. How can I identify the root cause of these Anaplan API login failures? Username and password are correct. The account is not locked or expired. Thanks, Jorge Palma
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Anaplan XL license issue
Hello , I recently started Anaplan XL course , added XL however not able to add license How to ad license
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Anaplan Essentials
We are auditing training based on hearing new updates were out. On Anaplan essentials training after downloading the model, exercises 2.4-2.6 revolve around walking through existing pages from an existing app. The app does not appear to be downloaded with the model, and no separate instructions are provided on how to…
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Boolean filters not showing up in Product Replenishment UX Page for L2 Sprint 3
I'm attaching the screenshots of the INV01 module and the Product Replenishment UX page. The boolean time filters are visible and working for the time filter modules in the UX page. But the boolean filters for INV01 modules (like Submit Purchase Order Request?) isn't showing up in the UX page. Please share your suggestions.
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Error while uploading ADO screenshots
Hello Anaplan Community, I'm facing an issue while uploading ADO screenshots, crosschecked my file size and naming conventions they are correct as mentioned in the lesson. Anyone faced the same issue? Pls let me know how if any solution to this problem. Thank you.
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Management reporting table view dynamic column
I have a report page in which we are showing demand based on period selected in another page with column filtered on period selected , however the table in report page is not changing periods if value changed in selection view , can anyone explain if dynamic filtering on column is not there in a slide report
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What happens if you miss the Anaplan recertification deadline?
Maintaining your Anaplan certification is crucial for validating your expertise and staying current with the platform's latest advancements. Missing the recertification deadline means you will lose your certification status and need to start the certification process over from the beginning. This article outlines the…
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Read/write security rights simplification for AnaplanXL
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: I have a small improvement request for assigning security rights to different security groups in AnaplanXL - it makes sense having…
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End user documentation made easy with Anaplan
Author: Hillary Sich is a Certified Master Anaplanner and Senior Manager at Accenture. Do you actually enjoy creating end user documentation for the models we build? Are you creating end user documentation as a Word document with multiple screen shots per page? If so, then this article is NOT for you! Why not leverage…
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Default value for Booleans or other types
I would like to pre setup input Booleans by default to true in the blueprint view //GP
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Feature Enhancement Request: Display Name Adjustment for Tooltips in Security Profile Access
We would like to request a feature enhancement regarding the name displayed in the tooltip within the Security tab. Current Behavior At present, both the tooltip and the Manage Members section display only the member name. Difficulties ( feedback from our end users) Many of our clients use large member hierarchies—ranging…
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Hands-on
Hi All, Is there any hands on projects for level 1 ? or the course is entirely theoretical ?
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Building a Center of Excellence
Overview Standing up a Center of Excellence is complex. There are many decisions to be made. Here are some of the materials to help get a basic understanding of building a CoE that are part of our CoE Success Accelerator Workshop. What is a Success Accelerator Workshop? Anaplan offers targeted workshops, Success…
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Workarounds for coercing timescales in Polaris?
Hi, all. Polaris formulas don't coerce timescales like classic does and I'm looking for a workaround. I want to build a UX time selector like I have in my classic models: The way it works in classic is like this: The "Filter" line item looks at the month formatted, quarter formatted, and year formatted boolean line items…