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Author: Dhruv Sabharwal, Certified Master Anaplanner and Solution Architect at Alpha FMC. During Sales Performance Management implementations, I've noticed that teams often spend significant time discussing quotas, territories, and incentive compensation plans, but very little time discussing sales crediting. Yet when…
This month, we're launching a new type of Community Challenge focused on learning and discovery! We're excited to spotlight the board layout enhancements from the July Release, and we're challenging you to get hands-on, explore how they work, and share what you discover. This is your opportunity to experiment with these…
A practical design guide for model builders who want allocation models to answer not only what changed, but why it changed. Author: Sripriya Rao is a Tech Lead at Prudential Financial and an Anaplan Solution Architect. Audience: Model Builders, Solution Architects, CoE Teams Quick takeaway: Accurate allocation results are…
Author: Luke Grady is a Certified Master Anaplanner and Solution Architect at Tru Consulting. This article will cover ideas related to metadata within an Anaplan model. Metadata are lists and modules that model builders can create related to the model itself. These metadata provide information about models to stakeholders,…
Author: Bhanu Chalotra is a Certified Master Anaplanner and Senior Consultant at Technology Modernization. In most real-world data environments, data doesn't originate in the platform where it's ultimately analyzed or consumed. Instead, it usually lands somewhere first, and more often than not, that "somewhere" is Amazon…
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Author: Neeraj Agarwal is a Sr. Principal Product Manager at Anaplan. Hello Anaplan Community! If you've ever closed the books once for statutory purposes and then closed them again — manually — to get a segment-level view for leadership, you already know the pain point we're tackling: Matrix Consolidation. This feature…
Check out the latest Anaplan feature updates and enhancements in our August 2026 official release notes. There you'll find information on: Workflow Customizable email notifications CoModeler General enhancements Conversation persistence Saved view capabilities Identify more details about your lists Support for Japanese…
Author: Marc Donegan is a Product Manager at Anaplan. Anaplan Workflow can be thought of an indispensable workhorse: numerous teams rely on it to turn a planning process into a series of steps someone can follow, approve, and trust. But a workflow is only as good as the experience of running it and building it. If…
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 keeps track of intersections in a model using a dimension index which allows efficient retrieval of cell data even in an extremely sparse model. This index has a limit…
Author: Grégory Ponce is a Senior Principal Product Manager at Anaplan. Managing deferred taxes during financial consolidation can often feel like a complex and daunting task. Between varying local tax rates, complex accounting base differences, and the constant need for accuracy, consolidation teams need a robust and…
We are pleased to announce the upcoming FCR 2608.1 GA release. Check out the latest FCR feature updates and enhancements in our 2608.1 official release notes. Release Schedule: FCR 2608.1 GA Tuesday, September 15, 2026: US, CAN, CA environments Monday, September 21, 2026: EU, JP, ID environments Highlights General Global…
Effective file management is important to get the most out of your Anaplan XL Reporting (AXL) experience. This guide provides a set of recommended practices designed to help you manage your workbooks. Recommendations Here are our recommendations for managing your Anaplan XL workbooks effectively: Disable auto-save on AXL…
Author: Pradip Kakade is a Certified Master Anaplanner and Sr. Principal Consultant of Enterprise Solutions at Genpact. Every planning implementation begins with excitement. The business has invested in a new planning platform, requirements are complete, the project team is aligned and go-live is circled on the calendar.…
Author: Alexandru Pavel is a Certified Master Anaplanner and Solution Architect at Keyrus. In manufacturing, supply chain planning, and production management, it is often necessary to determine the quantities of raw materials required to produce a finished good. This process, commonly referred to as BOM (Bill of Materials)…
Author: Vamshidhar Reddy Peesari is an Anaplan Solution Architect in the BI Planning Center of Excellence, specializing in large-scale Polaris models and model governance. If you build on Polaris, you live with the number 64. The Dimension Index Total — the sum of the index scores of every dimension on a line item — is the…
When a line item is pivoted from rows or columns to the context selector on UX, it always shows all line items in the module in context selector, regardless of whether it is Classic or Polaris. This exposes all backend line items in the module.
AXL Reporting has suppression options to suppress rows and columns but the problem is that these settings are AFTER query rendering. In example below there are only 15 rows of filled data but the query indicates a huge number of cells are needed. The enhancement needed here is to first check user suppression settings on…
In FCR users can be created using an import file. But once user is created it is no longer possible to import changes on users. Being able to import all user at once (all or some) to update their properties (except ID) instead of changing them all manually would be a great improvement.
Hello, On FCR, before the last release around 22 september, in the consolidation rule we could change account and movement manually. Now if there are no account fill, we can manually fill one but if an account is already fill we can't. We have to use the magnifying glass and select the account. It is a huge waste of time.…
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: we use 2 GL schemes, one for the NL entities and one for the foreign entities. Now for the DTA and the DTL this nets on the account…
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 the Excel add-in, refreshing is all-or-nothing: you can refresh a single sheet on its own, or refresh every sheet in the workbook.…
We have discovered that Line Item Subsets cause unexpected behaviour in Polaris: their mere existence adds significantly to model size and calculation demand. This overhead is undocumented (it appears in neither Anapedia nor the Planual) and is not visible to the model builder during building. The only way to detect it is…
From my perspective, the Anaplan community has three purposes: Customers/Partners to share feedback with Anaplan so the roadmap can be designed with those who actually use—and pay for— the product(s) in mind. Status - Mixed success leaning towards failure— as of about 4 years ago, Anaplan stopped interacting with and…
Current Behavior Model Security controls which members users can access through queries and writeback. When an XL report is generated, Model Security is applied when the query retrieves members. However, if a Drill Indicator is used, the parent member is then expanded into its children based on the hierarchy without…
Currently, when approvers are assigned dynamically from a module line item, a Decision Task proceeds as soon as any one of the assigned users approves it. Please extend the “Require approval from all assignees” option, which is currently available for manually selected approvers, to dynamically assigned approvers as well.…
Hi Everyone, We have a requirement in Anaplan Consolidation & Reporting (Fluence) where the Entity Structure needs to change effective January 2026. The key requirement is that the existing entity structure should continue to be applicable for all reporting and consolidation periods through December 2025, while the new…
Has anyone tested Analyst’s response quality/speed on large, sparse models (think 10+ dimensions, millions of line items)? Wondering if there’s a practical ceiling before it starts timing out.
Hello there, I just had the most unenjoyable experience in speaking with someone from the Academy tech support. Level 2, Dynamic Cell Access 2.4.5 has a model to download. Seems simple enough. However, what they fail to remind you in the training video or anywhere on the screen, is that if you don't have the Page Builder…
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…
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.…
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…
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…
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…
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
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Join Anaplan experts and industry peers for a practical deep dive into using Anaplan Forecaster to automate forecasting, strengthen baseline reliability, and scale predictive planning. Learn how to apply the right forecasting techniques to different demand patterns — reducing manual effort and giving planners more time to…
Join Anaplan experts for a practical deep dive into how Anaplan Workflow helps organizations streamline business processes, eliminate operational bottlenecks, and automate planning approvals at scale. This session will explore how structured workflows direct stakeholders to the right task at the right time, helping…
Join us for our Community Challenge Recap where we'll dive into the creative and innovative ways members are using the enhanced board layout features. Our guest host, Anaplan's Platform Adoption Specialist, Seb McMillan, will showcase the best submissions from September’s Community UX Challenge. This is your opportunity to…
