-
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…
-
Five new Anaplan features you may not be using
Author: Misbah Ansari is a Certified Master Anaplanner, Anaplan Community Moderator & Community Boss, and CEO/Founder at Miz Logix. Anaplan has come a long way as part of its product development. We have seen so many features being released over the past few years which has not only helped Anaplan carve a place for itself…
-
Event recording available: Experience the future of Anaplan Support
If you missed our event demoing the new Customer Support Case Portal, a recording is now available. We covered why we are removing email, the benefits of the portal, using the dynamic case form, and a number of other relevant topics. We went through managing users, working with partners, and how to most effectively use the…
-
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,…
-
Securing your planning process: best practices for Anaplan cybersecurity
Author: Tristan Colgate is a Certified Master Anaplanner and Managing Director at Fidenda. This month is Cybersecurity Awareness Month and cybersecurity is an important topic for anyone involved in developing and maintaining Anaplan solutions. We are often storing sensitive information such as financial, employee,…
-
Anaplan Polaris: A deeper dive into the Polaris Engine and model building techniques
This article is part of a series on Polaris best practices. Click here for more Community content or visit Anapedia for detailed technical guidance. Polaris is Anaplan's next-generation calculation engine, designed for highly dimensioned calculation at scale. It represents a paradigm shift in the ability to model business…
-
September 2025 platform releases and what’s next
Check out the latest Anaplan feature updates and enhancements in our September 2025 official release notes. The information below offers supplemental information to that post. Planning experience Improved Keyboard navigation across cards Across Boards, Insights, and Worksheets, tab navigation through toolbars in cards and…
-
Smarter forecasts, stronger decisions through Integrated Finance Planning
Shruti Mahato is a Certified Master Anaplanner and Senior Manager in Accenture with 8 years of Anaplan experience. She has recently participated in IFP Partner training. Her thoughts are reigned from hands-on experience on the application which she wants to enthusiastically wants to apply within her organization and for…
-
Acing the Professional Solution Architect recertification
When the Anaplan Academy team first read Maryna Dunets' article on the new recertification process, we were thrilled to learn about her positive experience with the updated exams. Our goal has always been to design an exam that accurately measures a candidate’s ability to use the platform while minimizing unnecessary…
-
What is an Anaplan Center of Excellence – and why it matters
What is an Anaplan Center of Excellence — and why it matters Author: Stacey Borne is a Certified Master Anaplanner, former Anaplan Center of Excellence Leader, and runs the Certified Master Anaplanner Program and Anaplan Center of Excellence Programs at Anaplan. Defining what an Anaplan Center of Excellence is — and how…
-
Getting data integration right: Best practices for building robust, scalable connections
Author: Dmitri Tverdomed is a Data Architect and Director at Zooss Consulting. Data integration isn’t just a technical exercise anymore — it’s foundational to a business’ ability to move quickly, make informed decisions, and scale sustainably. Whether you’re integrating Anaplan with upstream data platforms or pushing model…
-
September 2025 CoE Exchange Event Recap
September 2025 CoE Exchange Event Recap Our latest CoE Program event brought CoE Program members together for networking and learning. We started with a virtual networking session, giving members a chance to connect and share experiences with peers across the program. From there, we moved into two featured sessions focused…
-
Workflow Advanced: Coordinating parallel approvals
Author: Dave Waller, Principal Product Manager at Anaplan. With the introduction of parallel tasks, Anaplan Workflow Advanced can bring additional efficiencies by parallelizing process steps that would ordinarily have to run in sequence. This functionality can help when using Anaplan Data Orchestrator to dramatically…
-
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…
-
Experience expanded functionality and flexibility with Workflow Advanced
Authors: Dave Waller, Principal Product Manager, and Abby Schutt Beckman (@AbbySB), Technical Training Program Lead at Anaplan. Workflow Advanced is an additional capability in the platform that empowers businesses to visualize and automate processes with greater speed and confidence. At the time of this article, Workflow…
-
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…
-
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…
-
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,…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
Job Opportunity - Greystar is looking for a Senior Finance Analyst, FPA Systems & Applications (Anap
Position Title: Senior Finance Analyst, FPA Systems & Applications (Anaplan COE) Company Name: Greystar Location (City, Country): Remote Job Description Evaluates, recommends, and develops business process improvements and enhancements, including developing detailed workflow diagrams, charts, and project plans from concept…
-
Selective access for lists from dashboards.
I am trying to enable the user to give selective access on a list via dashboard. I published the list to the dashboard and can clearly see the "Read" and "Write" columns on the dashboards, however if I save the dashboard and close and reopen it , the columns of "Read" and "Write" are not visible. Can somebody explain what…
-
Is there a way to auto-generate ID for user who entered line item?
In the UX, I want to be able to filter list members so end users can only see the list members they created/added. The users in this situation all have WSA access as this is a UX for our internal Anaplan team. These list members are currently being added by the form action in UX and I would like to avoid the user having to…
-
FAQ around Level 3 Model Builder training
Does anyone have any facts around when the Level 3 Model Building training will be available? Has Anaplan hinted at any predictions of a release date?
-
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…
-
Selective Access Challenge: Summarizing L3 Inputs at L1 Level Without Losing Granular Access
Hi Community, I’m working with a hierarchical list structure in Anaplan: L1 Region (e.g., Asia, Europe) L2 Country (e.g., India, Pakistan) L3 Local Input (e.g., Mumbai, Lahore, Islamabad) Users are given selective access only at the L3 level (specific cities like Mumbai, Lahore, etc.) so they can input data at those…
-
data import from module
I have source module having key (combination of location and department) as a dimension and target module has employee list as dimension. i want to pull amount from source to target that should remain same for all employee having that key (key added as line item in target module). what could be the best way to handle…
-
Anaplan Report page issue in the UX
Hello community, I have an issue with anaplan report (functionality). The issue I have is within couple of slides. The data in that report is scrolling into a new page. There is a hierarchy in the rows and line items and time in the columns. My problem is, the hierarchy is getting broken in the second page. One of the node…
-
Improve Horizontal and Vertical Scroll Bar Visibility and Size for Enhanced Usability
Description: In the Anaplan UX, scroll bars—especially in grids and dashboards—can be difficult to see and interact with. The current scroll bars are thin and often blend into the background, making navigation cumbersome. Suggested Enhancement: Increase the default width of scroll bars across the platform. Improve contrast…
-
Deactivating Modules
As Model Builder it would be usefull to have a switch on the module in the model view to deactivate a module We use some Modules manually rare or temporary and the rest of the time they just consume space. (of course external references from outside need to be cut before) Right now i need to switch all line items in order…
-
Level 3 - Ask the Stakeholders - Designating Sales Reps to Accounts Process Questions
Level 3 - Ask the Stakeholders Designating Sales Reps to Accounts Process Questions This forum is for asking the stakeholders of the Unicorn Candy Company questions about the Designating Sales Reps to Accounts Process. The Anaplan Academy team will be monitoring this forum during US Central standard business hours. Please…
-
Level 3 - Ask the Stakeholders - Assigning Accounts to Territories Process Questions
Level 3 - Ask the Stakeholders Assigning Accounts to Territories Process Questions This forum is for asking the stakeholders of the Unicorn Candy Company questions about the Assigning Accounts to Territories Process. The Anaplan Academy team will be monitoring this forum during US Central standard business hours. Please…
-
Level 3 - Ask the Stakeholders - Establishing Sales Targets
Level 3 - Ask the Stakeholders Establishing Sales Targets Process Questions This forum is for asking the stakeholders of the Unicorn Candy Company questions about the Establishing Sales Targets Process. The Anaplan Academy team will be monitoring this forum during US Central standard business hours. Please allow up to 3…
-
[Start Here] Forecaster overview and resources
First things first What is Forecaster? Who is it for? Use case examples Now, let's go under the hood To get started Once you get more comfortable Deep dive on algorithms Support You are interested in starting time series forecasting with Forecaster on Anaplan, but you don’t know where to start? You have come to the right…
-
Combo Grid with nested Line Items
The new Combo Grid feature in the Anaplan UX is fantastic and a long awaited enhancement, really want to thank the team for it massive effort! I've already redesigned all my dashboards to incorporate it, and the improvement in layout and flexibility and user experience has been substantial. Current Limitation One…
-
UX - Set Default Column Widths in Edit Card/Page View
In the new UX, when you drop a grid into the Page, being able to set a 'default' column width, when using a custom view made using the UX. Setting the column width would be helpful, which would make it so you do not cut off line items or can widen columns with content that is greater then the default sizes. Edit:…
-
Solution for when 2 time dimensions needed
As shown in the screenshot, each monthly amount (Jan, Feb, Mar 2024) needs to be paid down in the future months (Jan–Aug 2025). The paydown must satisfy certain conditions specific to each month between Jan and Aug 2025. If the conditions are met, the paydown can occur. For example, if $20 is available to pay in Jan 2025…
-
Change UX Page : Model Associations in Bulk?
I have a TEST model that is frequently re-created based on updates to the associated PROD model. Every time we create a new TEST model I need to go add it as a source model to each relevant UX page. Is there a way to select multiple UX pages and add the new TEST model as a source to all of them at once rather than adding…
-
Certified Master Anaplanner Exam Study Guide: Essential Anaplan Topics
Certified Master Anaplanner Exam Study Guide: Essential Anaplan Topics The best way to hone your expertise is practical experience. Being a certified solution architect is the first step, but we recommend one or more years of hands-on experience using Anaplan to uncover all you can do with the platform. Training can also…
-
How to get live small project for learning more.
I have completed level 2 certificate still I am not confident. I want practice more, where I get small project for practice.
-
[Part 3] Anaplan Audit History Data in an Anaplan Reporting Model
With Anaplan Audit, Enterprise and Professional level Customers can track audit events that occur in their Anaplan tenant. For the Anaplan Audit History project, we created a simple Anaplan reporting model and app to report on Anaplan Audit events in the Anaplan UX. Customers may download and use the Anaplan Audit Model &…
-
ADO - S3 incremental load vs. full replace
I want to create an S3 connection that will have monthly data stored in individual csv files that is connected to ADO. Around month end, data will be uploaded multiple times, replacing existing csvs. When this happens I want to replace the existing data for that month with the new file. I don't want to have to create a…
-
Extend Color Palette (Assets) Functionality to Font/Text Formatting in NUX
The Color Palette under Assets only applies to charts, but it’d be awesome if we could use it for font and text colors in NUX. It’s a bit tricky to remember or copy hex codes every time, and this would make pages so much easier to style and keep on-brand. A small change with a big visual impact!
-
Default Files - Export
Hi Team, I'm struggling to understand the concept of Default Files when Exporting. I have created a Saved Export Definition when Exporting from a Module & I am creating a Process to house this so that it can be published on a Dashboard for a User to use I have set the Default file to Private/Myself & when the User has…
-
LOOKUP and FIRSTNONBLANK used in the same formula
I have two modules in Anaplan: Module 1: Name: dat_Fund Composite Dimension (List): ad_Fund Composite ID Module 2: Name: dat_Segment Dimension (List): ad_Segment ID There is no direct relationship or mapping between the two list dimensions. I'm trying to understand how the following formula works: Line Item: L0 Segment ID…
-
Ability to save views with Zeros Suppressed in Polaris
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: Within Polaris there is the ability to suppress cells with zeros values within the module or grid of the UX but currently there is a…
-
Getting started with Anaplan APIs: What you need to know
Author: Dmitri Tverdomed is a Data Architect and Director at Zooss Consulting. Following on from my recent article on best practices in data integration, today I take a closer look at Anaplan’s APIs: What they are, why do they matter, and how should you get started to unlock efficiencies for business? In this article:…
-
how to SUM by native users, sku & time dimension all together?
I want to do a SUM from the source module which has native users, SKU list and time dimension to a target module line item by all users by SKUs. Target module only has a subset of the SKU list and nothing else. Need some inputs on how to build the mapping for the SUM. Is it also possible with the Anaplan native users list…
-
Chart Axis Data Scale
Hello, Is there a way to adjust the axis number scale for charts on a board? I have column/waterfall charts side by side with 3 different scales. Would love to make them all in the million format. The Axis options seem quite limited: