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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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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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A reading list to broaden your abilities beyond Anaplan technical skills
Author: Tristan Colgate is a Certified Master Anaplanner and Managing Director at Fidenda. It’s early January and, after a well-needed break over the holiday season, many of us will be returning to work with renewed energy and a desire to level-up our careers over the coming year. I hope this article gives some ideas for…
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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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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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The new Anaplan IFP Apps: What you need to know
Author: Hardeep Dhuffar is a Certified Master Anaplanner at H8 Consulting. A real-life look at the pros, cons, and what it means for finance teams Finance teams are under more pressure than ever — faster forecasts, tighter budgets, endless scenario planning, and still somehow finding time to be “strategic partners.” Sound…
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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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Harnessing the power of Combined Grids: A unified experience for developers and end users
Author: Saikrishna Bandaru is a Certified Master Anaplanner and Sr. Anaplan consultant. Introduction: Why Combined Grids matter With the October 2025 Anaplan release, one of the most impactful enhancements in the UX is the Combined Grids capability. Combined Grids allow page builders to bring together data from up to five…
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From alternative to essential: The expansion of private markets
Author: Daniel Dunleavy, Certified Master Anaplanner and Manager at Alpha FMC. Private markets — once the domain of large institutions and specialized investors — are now playing a central role in how businesses grow and how capital flows through the economy. As the global economy moves into 2026, private investment in…
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Forecasting tuition revenue with confidence: A finance leader’s playbook
Author: Lucas Proa Filippi, Senior Consultant and Certified Master Anaplanner. Forecasting tuition revenue is one of the most consequential planning exercises in higher education. For many institutions, it represents the single largest source of operating revenue. Even small forecasting errors can ripple across…
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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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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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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 encodedData using the timestamp (also UTC), using 8+92 or 8+100 bytes but I did not find the right combination…
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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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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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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…
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Ability to Apply Filters before downloading Model History
Currently, If I want to check history to view some activity on a specific module or list, but I am not aware of the dates when that change took place, It takes forever for me to extract the history for downloading 'ALL' change history and locate that change. I face issues especially when the changes are too many and file…
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L3 Certification
Hi All, Please help me on path to enroll for Level 3 certification. I have completed L1 & L2 long back ago.
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L2 Conclusion - REP05 Local Currency
Is there any issue with the formula for Local Currency? - Although it's fetching the correct result, want to check if there is anything else I'm missing. regards Sudhir
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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…
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FCR: Idle timeout
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 would like users that have been logged in and idle for 15 minutes to be automatically logged out as part of their security…
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How to identify if I have access to Polaris WS ?
How to identify if I have access to Polaris WS ?
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Conditional Formatting on Booleans
As a model Builder I would like to use Booleans as a Basis for Conditional formatting. For example. I have a Boolean/ Checkbox which indicates that not all fields in a new Item/ setting has been filled. I would like to be able to use that boolean directly instead of reverting to a number. The advantage would be to save on…
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Anaplan XL - "working..." on Formula Reports
In Anaplan XL, using formulas to pull data (Xl3lookup), how do I stop it calculating all the time? I'm often seeing this message of "working…" despite not having changed anything in my workbook to trigger that. Thanks, Tom
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Heatmaps in Spoke Model
In the current Anaplan UX, there is no native heatmap visualization option within pages built on spoke models. Users must rely on conditional formatting in grids, which: Is limited in visual flexibility Is not intuitive for business users Does not scale well across multiple dimensions Requires manual setup in each module…
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Sync connections without pressing sync???
I have a Data Orchestrator data source from Snowflake, and i connected to my data 3 days ago and have transformation view and a link and a workflow that successfully pushes the data to my list in my model. However when it ran overnight the data was identical to that of 3 days ago, and if i go to ADO i see the last data…
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Restore revision Tag
In ALM, revision tags aims to represent a certain version of a Model, it would be convenient to be able to restore them.
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Anaplan XL: About “Use Embedded Workbook Formatting (Preview)” option
We are currently experiencing an issue with the behavior when grid Auto Refresh is disabled. For our use case, it is important that the configured formatting is reflected before any manual refresh is performed. Therefore, we have enabled “Use Embedded Workbook Formatting (Preview)” as a workaround to have the formatting…
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Prevent Dependent Dropdown Disruption
Problem Description: When a dependent line item used to filter a dropdown is deleted or has its format changed , Anaplan's underlying dependency link for the filtered dropdown can become stale. While the UI might show a newly created line item with the same list format as the dependency, the filter itself remains…
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FCR Feature Enhancement Request: Implement validation checks during dimension hierarchy import
Current behavior: Hard validation checks have been implemented when maintaining dimensions manually. If an invalid character is found in a member name, an error message is displayed (see below). Issue: However, the same hard validation checks are not currently supported when importing hierarchies in bulk. As a result,…
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Use App Page or Dashboard Name as Default Export File Name in Anaplan Apps
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 users export data from Anaplan Apps (CSV or Excel), the default file name is derived from the underlying module name or saved…
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NUX Notification about upcoming platform maintenance, or current platform status
I would like to propose an additional notification within New UX about upcoming platform maintenance, releases, or about current platform status (from status.anaplan.com). It could look something like this The purpose is to allow users to see the upcoming outages, or current platform status especially if there is…
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CloudWorks Job Dependency Timing
If I schedule two CloudWorks jobs, one that loads data into Module A from different Model and a second that runs the actions to move that data into Module B from Module A, will the second job wait until the first job finishes before starting, or will it start at its scheduled time even if the first job is still running.
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Talent Builder Job Opportunities - Scotiabank
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Position Title: Manager, Anaplan COE (FP&A Transformation)-2 Year Contract The Manager, Anaplan COE will be a key member of our Center of Excellence (COE) in the FP&A Transformation team, responsible for building,…
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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…