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Anaplan Community

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Read recent thought-leadership and technical guidance.

Anaplan implementation: A game of snakes, ladders, and smart moves
Author: Pradip Kakade is a Certified Master Anaplanner and Sr. Principal Consultant of Enterprise Solutions at Genpact. Ask anyone who has been part of a Major Anaplan E2E implementation, and they will tell you: the journey is never a straight line. You build momentum, you feel confident, and then — snap. A hierarchy…
End user engagement & communication: Getting people to actually use Anaplan
Author: Mikhil Agarwal, 7x Certified Master Anaplanner and Delivery Manager at VISEO USA Inc., New York. Anaplan has a unique ability to bring teams together around a single, connected view of the business. When implemented well, it becomes more than a planning tool and becomes part of how decisions are made. However,…
Techniques for Anaplan model optimization (performance + sizing)
Author: Bhanu Chalotra is a Certified Master Anaplanner working with Anaplan community and designing different solutions around FP&A, headcount planning, and ICM. Anaplan is not just about how a model is built — it’s also about how efficiently it runs. This article shares proven optimization techniques to improve model…
May 2026 platform releases and what’s next
Check out the latest Anaplan feature updates and enhancements in our May 2026 official release notes. There you'll find information on: User Experience New chart palette and grid theme Hierarchy chart filter Polaris Optimizer Use current solution option Security and tenant administration Enhancements to new user activation…
Avoiding CSV import errors: Three practical tips for Excel uploads across regions
Author: Ayesha Zoha, Certified Master Anaplanner and Manager at Kearney. One of the most common issues I have found during end user training or UAT is the difficulty in uploading data from an Excel csv. This usually arises because users need to upload small but detailed datasets from existing systems. Even with multiple…

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🚀 Announced discussions

How I Built It: Period-driven variance reporting
Author: Nizar Cherkaoui is a Certified Master Anaplanner and EPM Manager and Solution Architect at VISEO. In this How I Built It video, I demonstrate how to design period-driven variance reporting in Anaplan when comparison logic is unknown upfront and flexibility is required. Instead of embedding period choices directly…
How to approach a user story?
Author: Devrath Ahuja is a Certified Master Anaplanner with over six years of experience in implementing and delivering global Anaplan solutions. As someone starting out on their Anaplan journey, sometimes user stories and the build can feel overwhelming. Have you ever looked at a user story and wondered, “Where should I…
Mastering dual accounting: A guide to managing IFRS & US GAAP in Anaplan FCR
Author: Grégory Ponce is a Senior Principal Product Manager at Anaplan. Managing two distinct accounting frameworks within a single model might sound like a headache, but with Anaplan Financial Consolidation and Reporting (FCR), it’s actually a smooth, streamlined process. By optimizing your audit dimensions, allocation…
How to, plus an evaluation of ways, to do version comparison
Author: Kevin Beltz is a Certified Master Anaplanner and Principal Platform Adoption Specialist at Anaplan. Budget vs. Actuals. Last Year vs. This Year. What-if Scenario A vs. What-if Scenario B. As an Anaplan model builder, solution architect, or end-user, you know that comparing versions is a foundation of insightful…
Cooking up a prototype — A recipe for success
Author: Tiffany Rice is a Certified Master Anaplanner and Senior Supply Chain Applications Builder/Developer at Anaplan. There are many different scenarios where leaders or project sponsors may request some “proof” before we make the “pudding”. This is common in instances where teams are exploring new functionality,…
Use cases for Anaplan XL
Author: Audrey Neet is a Certified Master Anaplanner and Director at Tru Consulting. Anaplan XL (AXL) is one of the many products Anaplan offers. It extends how users can interact with Anaplan data beyond the UX, providing additional flexibility for targeted analysis and reporting. With AXL, users can design reports and…
Anaplan introduces Snowflake Writeback in Pipelines
Author: Kira Wagner is a Product Owner at Anaplan. Snowflake Writeback is now available as a new addition to our integration capabilities. As the first of several planned writeback connectors, this feature is part of the Pipelines functionality in Anaplan Data Orchestrator. It allows you to move transformed and validated…
Evolving business requirements over time: Retroactive changes and effective dating
Author: Marc Weinzimmer, Certified Master Anaplanner and Senior Project Manager at Alpha. The day a new Anaplan model goes live is always exciting. The model is clean, fast, and aligned with current business needs; admins are trained, users are engaged, and everything appears to be running smoothly. However, as time…
How I Built It: Supply Chain Transport Optimizer in Anaplan
Author: Author: Soumya Bhattacharya is a Certified Master Anaplanner and Advisory Manager at Accenture. In this ‘How I Built It', I’ll show how Anaplan’s Optimizer can be used to demonstrate effective transportation and supply planning across a network of suppliers and distribution centers. By leveraging Anaplan’s modeling…
How I Built It: Sensitivity analysis
Author: Casey Pham is a Certified Master Anaplanner and Director of FP&A Systems at Yext. In this ‘How I Built It’ video I'll show how I built a model and process to run a sensitivity analysis. Tens or hundreds of scenarios without overloading the model with too many scenario list items and manually updating driver inputs…

💡 Newest ideas

FCR: Regarding the availability of the text color change feature in Workflow
When configuring an action task, such as a ToDo task, users can enter freeform text and specify the text color in the Info Text and Description fields. We understand that this feature is intended to allow users to change the text color. However, when the workflow is executed, all text is displayed in black. The situation…
Export of Revision Tags
Need a way to periodically export all revision tags within an Anaplan model into a excel file to simplify audit and documentation process, but Anaplan currently has no native option to do this. The existing workarounds are all imperfect: the revision tags page can't be copied directly (the "Compare" pop-up only captures…
Grid cell navigation lost after switching between Anaplan and Excel
Has anyone seen this before? (1) Click a cell in an Anaplan Grid (2) Check something in Excel (3) Go back to the Anaplan page (4) Press the arrow keys After step (4), the arrow keys no longer move between cells. Instead, the Grid/page scrolls. The only way to get cell navigation back is to click a cell in the Grid again…
Slicer Display
When you create a slicer, the displayed characteristic defaults to Caption with no way to change it. Our user community is accustomed to using Name for slicers so this has been a tough adjustment. As for now, we've been connecting an XL3 formula to the slicer output to give us the relevant information and just changing…
Adobe PDF in Workflow
Our report books are currently being run in a workflow. The only available outputs of report books are excel, however, we present to management in PDF format. This creates a lot of manual lift as each report book has to be exported (or emailed) and converted to PDF before sending to the end user and we have upwards of 32…
Support Vertical Stacking of Modules in Combined Grids (Beyond Horizontal Layout)
Summary Enhance the Combined Grids UX capability to allow vertical stacking of modules (grid sections) in addition to the current horizontal (side-by-side) configuration. This would enable builders to present multiple modules in a single continuous grid view, improving usability, reporting clarity, and reducing the need…
Log - Archived Models
It is very helpful to get retrieve a log that shows which user archived a model and who renamed the model name in Anaplan WS.
Dynamic KPI Number Scale
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 very helpful to have dynamic number scaling available for KPI readouts. Currently we must choose either Millions or…
Display Item Deletion Count in UX
When deleting items from a list via the UX, there is no indication of how many items are being removed. The model backend provides this count during deletion, but the same visibility is absent in the UX experience. It would be helpful to surface this count to users when performing deletions through the front end.
Improve “Failed to Assert User” Login Error Messaging with Context-Specific Details
Currently, when users encounter authentication issues in Anaplan, they are often presented with the generic error message: “Failed to assert user” This message does not provide any meaningful context or guidance to the end user or administrator regarding the root cause of the failure. In enterprise environments leveraging…

❓ Unanswered questions

L3 Sprint 2, User Story 3.3 Q1 Quarter Allocation
Hi Community, It appears that values shown here for Q1 are assuming 29 days in Feb 25, when there are actually only 28. My values tie out for all Quarter values and all months shown from Apr 25 forward, and it's not possible for only a single quarter/finite range of months to differ with formula-driven values: Please…
Anaplan ⇄ Google Sheets pivot tool — feedback welcome
We've been building a tool called aplan4sheets and we'd genuinely like input from this community — both on what we've built so far and on what we should prioritize next. The problem we set out to solve: Anaplan's Excel add-in is Windows-centric, and there's no real native way to pivot Anaplan data in Google Sheets. We…
Looking for Anaplan End-Users to take a short survey!
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.…
Top-Down Allocations
Estimated Level of Effort:4-8 Hours of Model Building Level of Difficulty: Beginner Recommended Training: L2 Model Builder Training Persona: Casual Model Builder Potential ROI: Decreased planning time Increased accuracy of targets/spreads You Might Also Like: * Historical Snapshotting Top-Down Allocations Whether it's…
How to Detect Retail Sales Trends in Anaplan
Retail Knowledge | Detecting Trend INTRODUCTION Using machine learning to detect a sales trend is a science and an art. Obviously no computer program or set of calculations could ever know everything that’s going on with your business. The creative side of detecting a trend is built upon your familiarity with the way your…
New UX - Mobile App
I have designed a simple new UX Page (Page:A) so it can be viewed on a regular laptop / monitor size screen. This Page (Page A) is also viewable on the Anapaln mobile App (with no loading issues), but involves lots of scrolling to see the whole Page content I have been trying to design a simple mobile App friendly size…
Latest Article: Importing with Varied Dimensions
Please read out my latest article on Imports featured under best practices. https://community.anaplan.com/t5/Best-Practices/Importing-With-Varied-Dimensions/ta-p/89698 Misbah
Stacked Column Graph
I would like to reproduce the above stacked column graph in Anaplan, but can't get the labels on the bottom axis to appear in the same way. The best I have achieved is this (I have limited the data selection to make the issue more obvious). I have two columns for each month, but it doesn't show which is forecast and which…
Anaplan Live!—Your Opinion Matters
We're getting ready for our next Anaplan Live! event. As active Community members and model builders, your input is extremely valuable. Our mission is to bring you content to boost your model-building skills, no matter what level you're at today. Take this brief survey, and let us know what you want to learn more about.
Anaplan Connect Migration v1.4. SQL Server Connection (check sql server driver for jdbc)
When migrating some Anaplan connect scripts from v1.3. to v1.4. I encountered an error with my sql connection. The error I received when running my script was something like 'check sql server driver for jdbc'. I wanted to share the solution for reference as it was not that obvious. In my original script (v1.3) my…

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Managing Hierarchies with Anaplan Data Orchestrator (ADO)
Join Anaplan experts for a practical deep dive into how organizations are using Anaplan Data Orchestrator (ADO) to streamline hierarchy management, improve governance, and support connected planning at scale. Designed for model builders, COE teams, solution architects, IT leads, and other hands-on Anaplan users, this…
Anaplan Support (Asia-Pacific)
Join us for an interactive session on maximising the Anaplan Support Portal and understanding our Support Offerings. When you need assistance, navigating your options quickly is critical. In this session, you’ll discover how to partner with our support teams effectively, improve issue resolution times, and utilize the…
ACE: Anaplan Workflow
Join us for the third session in our Workflow Expanded series as part of the Anaplan Community Experience program. This session continues our exploration of Workflow best practices and builds on the lessons from the earlier events in the series. We will focus on practical approaches for designing and managing workflow…

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