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Celebrating @andrewtye as our June 2025 Community Member Spotlight! With a decade of experience in the Anaplan ecosystem, Andrew is a Certified Master Anaplanner and Community Boss who has made meaningful contributions to the Community over the years. He’s shared nearly 800 comments and is a familiar presence in forums,…
This article lists the videos available within the Anaplan XL tutorial series. Click here to see the entire playlist. Anaplan XL Reporting simplifies report creation, reduces manual effort, enhances security, and ensures reporting accuracy and efficiency. These videos delve into different aspects of Anaplan XL to help you…
Author: Stacey Gibbens is a Certified Master Anaplanner and Solution Architect, Financial Planning & Analysis at Globe Life. Hello, Anaplan people! Today, I would like to share with you a solution to a model-building question that pops up on Community from time-to-time: controlling the behavior of user-facing Booleans so…
Check out the latest Anaplan feature updates and enhancements in our June 2025 official release notes. The information below offers supplemental information to that post. Security and administration New 'Application Owner' security role Tenant administrations can assign the Application Owner role to users in their tenant.…
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Author: Jonathan Cushing is a Certified Master Anaplanner and Senior Consultant at Vuealta Consulting. The video gives the details of a little-known function in Anaplan whereby you can add codes to line item subsets (LiSS). The video shows: Where to input the LiSS code How it can be used to map a line item subset to a list…
Author: Hanwen Chen is a Certified Master Anaplanner and Professional Services Sr. Manager at Anaplan. Over the years, working closely with Anaplan customers across industries, I've been called in to diagnose and fix struggling models — often in crisis mode. Time and again, one particular design pattern surfaces as a major…
Author: Miki Sato is a Product Manager, Product Management Team (Data Management) at Anaplan. If your Salesforce data isn't driving real-time planning decisions, you're missing a critical link. This blog shows how connecting Salesforce and Anaplan — via no-code tools, embedded dashboards, or APIs — helps you turn frontline…
This article is part of a series on Polaris best practices. Click here for more Community content or visit Anapedia for detailed technical guidance. This article explores how to optimize saved module views within the modeling experience, with particular attention to data import and export processes. We’ll revisit essential…
Anaplan's next quarterly platform release webinar will be held July 30, 2025 at 8 a.m. Pacific Time. During this session, we will explore the latest features so you can optimize your Anaplan experience. Our expert-led session will equip you with a practical guide and live demonstrations to help you get the most out of new…
We’re excited to share that the customer-centric Anaplan Center of Excellence (CoE) Program is back — with a refreshed experience designed to help you grow, connect, and lead more strategically with Anaplan. Whether you're building your CoE from the ground up or scaling an established team, this opt-in program offers…
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…
If you missed our spotlight event today on Anaplan Data Orchestrator, a recording is now available. This session — ideal for architects, model builders, integration developers, and enterprise planning teams — will help you better understand how Data Orchestrator fits into your broader integration and automation strategy.…
Author: Miki Sato is a Product Manager, Product Management Team (Data Management) at Anaplan. Inconsistent KPIs, scattered data exports, and disconnected BI tools slow down business decisions. This blog highlights how Anaplan’s data and modeling capabilities — especially through Data Orchestrator (ADO) and Polaris…
Chapter 8: Anaplan Data Orchestrator is now live! Learn best practice rules for connecting and transforming source data, organizing and cataloging Data Orchestrator objects, and integrating Data Orchestrator into Anaplan models. There are four sections that make up Chapter 8: Connect: review important rules pertaining to…
Team - As per my understanding, user roles should work as described in the table below, but it is not working as expected. Our expectation is to assign users to a read-only role to restrict their access to a specific model, instead of creating user roles within the model. Any insights would be greatly appreciated. Thank…
Dears, We would like you to enable text input on text summaries. Could you please consider adding “text input” button for text type summary method? This will help a lot for better navigation, for example when commenting data on total level like P&L total figures.
We currently have a requirement, working with a very large Bank on their Workforce planning use-case to view their Organisational Hierarchy in a Current and Proposed state. The UX view of the Hierarchy Chart works well, even with very large volumes of data. There is also a requirement to have a Management Report that…
My users have access to a pre-production environment to carry out their tests. This is very practical, but it regularly happens that they don't pay attention to the version being used and enter production data in pre-production or vice versa. To help them find their way around, I apply conditional formatting to certain…
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 any hierarchy there is a parent-child relationship. Intuitively, the users' (and model builders) expectation is that in all UX…
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: It would be highly valuable to enable dynamic selection of dimensions when generating linked slides—particularly the ability to…
Anaplan can build inbuild data masking functionality
Hi Folks!, with one of my clients, in the sprint last day they come up with the requirement to make Line items Lower case to Uppercase, initially as soon as I got this requirement, I just changed renamed with upper case, then synced the changes Later there was a big! escalation in the middle of the night, the functionality…
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: Like in Line items, we have formula editor window which auto populates formulas and has colors and easy to write formulas. This…
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 in Classic dashboard, we can open multiple Dashboards and seemlessly switch over dashboards without going back. This should be the…
Hi, I am currently in Level 3 Sprint 1. In exercise 4.2 I am unable to the ask here. It is pretty Confusing as in what exactly needs to be done. 1.example. as per the snapshot below it says Baseline forecast will be imported from FP&A model. But in exercise 2.2. We have already imported the baseline forecast from the CSV…
I'm new to Anaplan and would like to understand how to create a Data Hub from scratch. What are the best practices I should follow, and what are the key steps involved in building a Data Hub model? If there are any official documents, learning materials, or links that can guide me through the process, I would really…
Good afternoon, Is there any place in anapedia where I could check my work? If it does not exist yet, may I suggest to create this area somewhere in the plat-form? With all my respect, it is a non-sense not being able to check if the line items written are correct or not and stay stucked in the middle of a course. About to…
Hi, I'm trying to find filter context in dashboard to create filters like attached snapshot 1. But I don't find it. Can someone help me where i can i find filters to create?
Hi Anaplan Community, I'm working on a simulation planning model where users need the flexibility to input pricing adjustments at any level of the product hierarchy, and I’d love your guidance on best practices. 📌 Scenario Overview: We have a 4-level product hierarchy: Brand Category Sub Category SKU (lowest level) The…
Hi, My org is looking to explore leveraging Google Apps script to extract data out of Anaplan and update already built templates in Google Sheets. We use the Anaplan Extension currently but find it crashes often with the amount of tabs, data, etc. Has anyone used both Anaplan OAUTH 2.0 API and Goolge Apps Script to write…
I'm trying to execute an Action to export data with the use of a Mapping in Informatica. But it gives us null rows .If we export directly from Anaplan , the export file has all the rows filled. Both exports have same number of rows but in the informatica export the values appear as blank. This issue is with only some…
Hi, Does anyone know how to get an outbound OData Rest API, (OAuth2) to establish a connection between SAP and Anaplan. Thanks Khaled
We are looking for Anaplan end-users to provide feedback on their experiences with the Excel add-in. Interested individuals will respond to this 5-minute survey to help us understand personal needs and behavior when using the add-in. The feedback provided by survey takers is essential to the roadmap of Anaplan's products.…
Anaplan Champions! The Community team just posted this announcement that certification badges may not be showing up on your profile probably until next year. Rest assured, you will get credit once you complete and pass the exams. https://community.anaplan.com/t5/Blog/Badges-Back-Soon/ba-p/123385
These resources delve into best practices for modeling in Polaris to help you build more efficiently and effectively.
