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Anaplan has just launched the new statement of direction for Anaplan Calculation Engines The full statement of direction can be read here. What is a statement of direction A Statement of Direction is a public guidance designed to inform our customers & prospects about our strategic direction at product level. It provides…
March is Women’s History Month, a time to celebrate the achievements and contributions of women — including the incredible members in the Anaplan Community! Over the past year, women across the ecosystem have shared their knowledge, experiences, and insights through blogs, videos, and member spotlights. Their expertise…
Author: Marina Ketelslegers is a Certified Master Anaplanner and FP&A expert and independent Anaplan Solution Architect. In this 'How I Built It' tutorial, you'll learn how to create a dynamic and flexible impact analysis and allocation framework tailored to your needs. Whether you're evaluating P&L scenarios with business…
Check out the latest Anaplan feature updates and enhancements in our March 2025 official release notes. The information below offers supplemental information to that post. Planning and modeling Calc Effort % in Classic Calculation Effort is now available in Classic, either in Blueprint view or the Line Items section of the…
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April 15 at 11am EDT, Anaplan experts will share their thoughts and best practices related to ALM.
Author: Seyma Tas is a Certified Master Anaplanner and product owner at Caliber Collision. A guide to help you get the answers you need The Anaplan Community is an incredible resource to share knowledge and get help. To get the best answers quickly, make sure you ask clear, well-crafted questions. Here are some tips on how…
Today, we’re kicking off our first Best Practices Challenge of 2025! This challenge series is an opportunity for Community members to share their expertise on a specific topic, exchange ideas, and learn from one another. This time, we’re focusing on Application Lifecycle Management (ALM). What is your overall approach to…
Author: Ayesha Zoha, Certified Master Anaplanner and Manager at Cervello. Throughout my career, I've had the chance to connect with individuals from diverse technology and business backgrounds, as well as countless college graduates eager to start their journey in the world of Anaplan. Over the years, I’ve noticed a…
Author: Hanwen Chen is a Certified Master Anaplanner and Professional Services Sr. Manager at Anaplan. Use case This is an interesting use case. One of our customers wanted to be able to include/exclude any list item/member in any level of a hierarchy to/from a group. The customer calls the group “Domain”. Domains are used…
Author: Avnish Goel is a Certified Master Anaplanner and Founder at ScriptStory. Recently, I led a model assessment initiative to identify suboptimal design elements in the data architecture for a leading investment banking firm. The project involved analyzing source systems and Anaplan models, leveraging both Anaplan best…
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…
In the world of Anaplan modeling, performance is key. Slow model calculations can be a major bottleneck, impacting productivity and decision-making. But what if you could pinpoint exactly what’s causing the slowdown? Enter the Calculation Effort column — a powerful new feature designed to help you identify and address…
Author: Jonathan Cushing is a Certified Master Anaplanner and Senior Consultant at Vuealta Consulting. My first experience of Anaplan was building an FP&A model in the company I worked in group finance. The company operated within the construction sector all over the UK with regional offices along with a centralized group…
Intended Audience Level of Difficulty: Intermediate Requires familiarity with APIs and Postman Resources Required: Internal Expertise: IT Developer / API User Tools Needed: Postman, CloudWorks Access Requirements: CloudWorks, Postman, Anaplan Integration Admin Estimated Level of Effort (LoE): Low Approximately 1-2 hours…
Intended Audience Level of Difficulty: Intermediate Requires familiarity with APIs and python scripting Resources Required: Internal Expertise: Python Developer / API Expert Tools Needed: Python, CloudWorks, Code Editor Access Requirements: CloudWorks, Anaplan Integration Admin Estimated Level of Effort (LoE): Low A few…
When model builders modify a saved view, this breaks existing export actions that use that saved view. The reference to the view is not dynamic. For example, if a model builder adds a new line item to that saved view, then existing Export Actions do not recognise the change. Then the model builder needs to create a new…
When a solution uses a line item as a source within an import action, whether model-to-model or external source-to-model, the renaming the line item will break the action. This issue impacts the model builders who need to do a rebuild of the action every time they make a change (if the model builder forgets to rebuild the…
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: Polaris has a limitation that a line item can not have more than a dimension index of 64. Models can start off with a dimension index…
Would like to see an additional Chart setting to select a line item as a the last "Total"bar in a waterfall chart that goes from Zero to Value. For example, the EBITDA bar in the below screenshot is going ~6k to ~14k. I should be able to manually select the line item, telling Anaplan to override the bar's y-axis values…
I would like to request the ability to use formula-driven display names for Line Items, similar to how display names work for numbered lists. This feature would allow the display names to automatically update based on the model’s current period settings. For example, if I have a line item named "FY25 Budget," it would…
We sometimes use the side panel for data entry, and the title "Additional Insights" may not always align with our use case. It would be helpful to have the flexibility to change the title to something more relevant to the panel's purpose.
When I am enabling the writeback in AnaplanXL and trying to format the written cell to some colour, it is not showing me in the main sheet where I am trying to input some value and the cell colour is not changing. What could be possible reason for this?
Issue: When building dashboards for users, we ensure column widths are consistent across all columns. However, users often filter data and adjust column widths based on their specific needs. They can save these adjustments in a Personal Copy, but upon re-login, the column widths are reset, requiring them to manually resize…
Some customers have dimensions/lists with more than 1,000,000 list items. When leveraging Anaplan's options for connecting Excel to an Anaplan Module, the user will usually filter the selection (and the user may be limited to a subset based on Selective Access), so the user will not need the full data set. Unfortunately…
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: Lots of our UX pages have a summary grid at the top, then a series of grids below with the same column headings and more detail…
Have you encountered the problem during building that the Dependent dropdown does not work in Polaris the way it does in Classis? I somehow see the Dependent dropdown Check greyed out for the lists I want it on. Am I missing anything here?
workflow - in a group task of 50 people. each assignees (50 people) has complete task button on the task page. but it doesn't make wait to see all the 50 people hitting complete button, we want anyone out of the 50 assignees to hit the complete button to work for all and push the task to the next step
I have a module and it has a boolean to check for a missing field and if the field is missing I want to send a notification to multiple users, via a workflow. I have a field called 'Notify' set as 'users' list.(I can easily enter 1 user from dropdown.) However, I want to add multiple users to this field, so I can use it in…
Hello, Does anyone know why the waterfall intermediate total is showing up in blue? I'm using a ragged hierarchy. With intermediate totals turned on & colour set to black I want to see the forecast bar also as black. Is there anyway we can achieve the same? Thanks in advance!
Is there a way to use conditional formatting on and AnaplanXL grid based on another lie item value. e.g. I have a separate line in the module that flags whether a period value is actuals or forecast (boolean or number), I want to use this to dictate the format of the cell and replicate the functionality in the Anaplan App.…
Hi, We came across org charts (Hierarchy Charts) which are a great functionality. However, we want the client to be able to do scenario planning on the hierarchy and by Month. E.g. John could report to Smith in Jan, but in Feb , he report to Molly. Since Org Charts cannot refresh dynamically unless you incorporate time…
Hi Team, I have received a project that requires experience with PowerShell scripting. How does it work with Anaplan Connect? I have experience with CloudWorks, but I would appreciate any resources or insights on using PowerShell scripts with Anaplan. If anyone from the group can share guidance or useful links, it would be…
Hi, Does anyone know how to get an outbound OData Rest API, (OAuth2) to establish a connection between SAP and Anaplan. Thanks Khaled
Hello, Brain Trust! My organization uses Amazon Redshift data warehouse and some data we need for Anaplan will be stored there in the near future. The current assumption is that we will use Informatica to query, stage, and then import to Anaplan, BUT…. I really was hoping we could use ADO. In a prior life, I used Anaplan…
Can AnaplanXL (FluenceXL) reference an Excel cell's value to determine a list member needing to be referenced within a Custom Calculation? I need a Custom Calculation that dynamically calculates the difference between two versions, where one version is determined by an Excel cell's value. I cannot use fixed position…
