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Author: Junqi Xue is a Certified Master Anaplanner and consultant at valantic. When working across multiple models in ALM, it's common to encounter structural changes and revision tags that track updates. These revision tags are critical for synchronizing changes between production and development environments. Not all…
Authors: Upali Wickramasinghe, Certified Master Anaplanner and Principal Solution Architect at Zooss Consulting in Australia; co-authored by Andrew Petersen, Senior Consultant at Deloitte Australia. We were presented with a use-case to utilize the Anaplan Hierarchy Charts to display an organizational structure with some…
Author: Damien Bouquier has been a Certified Master Anaplanner for 5+ years and has developed solutions across a wide range of industries for FP&A, supply chain, and sales operations planning use cases. Shifting gears: From dashboard-centric to workflow-centric applications Are your users getting lost in a sea of…
How I Built It: Route planning — The “Traveling Salesman Problem” This ‘How I Built It’ video presents an Anaplan model that simulates a simplified “Traveling Salesman Problem” by using a fixed set of five cities and generating all possible route combinations. Users input a list of cities, and the model systematically…
Author: Abhishek Singh, Certified Master Anaplanner & Engineering Manager at ABINBEV. Application Lifecycle Management (ALM) is one of the most valuable governance features available in Anaplan. It allows model builders to make, test and validate structural changes in a Development model before deploying them to…
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Virtual Dataset basics: Controlled sharing of data across Dataspaces Author: John Carter is a Sr Principal Product Manager at Anaplan. As enterprises expand connected planning across finance, workforce, supply chain, and beyond, the complexity of data orchestration grows rapidly. More data sources, more integrations, and…
Check out the latest Anaplan feature updates and enhancements in our June 2026 official release notes. There you'll find information on: User Experience On-the-fly chart creation CoModeler Optimizer Integration with Workflow Extended runtime Forecaster Workflow Workflow builder undo and redo Batch submission and approvals…
If you missed our spotlight event on Anaplan Community Experience: Managing Hierarchies with Anaplan Data Orchestrator (ADO), a recording is now available! Anaplan experts Stephen Day (Product Manager for ADO) and Jon Ferneau @JonFerneau (Data Integrations Expert, Operational Excellence Group) shared how organizations are…
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…
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…
Author: Manoj Upadhyay is a Certified Master Anaplanner and Anaplan Lead Consultant at Relanto. Hello Community! The true advantage for our end users is frictionless planning. When the UX is intuitive, users spend less time on figuring out the tool and more time driving business value. These enhancements are about creating…
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…
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…
This article is part of a series on Polaris best practices. Click here for more Community content or visit Anapedia for detailed technical guidance. The Polaris engine was built specifically to unlock the ability to build at natural dimensionality, which in many cases results in very high cell counts. One of the fastest…
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: One of the biggest challenges when maintaining large and complex Anaplan models is understanding the impact of changes made to line…
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 have modules which should be accessible on UX but not in Anaplan XL or Excel Add-ins. For example we have employee data which…
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: Currently, Anaplan UX charts support only a single Y-axis. This makes it difficult to visualize two related metrics with…
In the current UX, when creating a new module, we have the option to create a new Functional Area directly from the module creation screen. However, in the Beta module creation experience, I no longer see the option to create a new Functional Area. I can see the Functional Area field, but it only allows me to select an…
It would be useful and necessary if hierarchy charts could display full names or possibly include a line break. Currently, when names are too long, dots are displayed.
Description: Currently, Anaplan provides the option to delete or rename master data directly from NUX Worksheet pages. However, this functionality is not available on NUX Board pages. We would like to propose an enhancement to extend the same capability to Board pages. Business Need: Users often work with master data…
Hi, Currently, Anaplan provides the CURRENTDATE() function, which returns only the current date. However, there is no native capability to capture or store the current date and time (timestamp) within a model through formulas. This limitation requires model builders to rely on external integrations, ETL tools, or manual…
Problem Statement As a model builder, when working with Views→Manage Views within a module, there is currently no option to reorder saved views by dragging and dropping them into a preferred sequence. Over time, modules can accumulate a large number of saved views used for reporting, integrations, exports, and end-user…
Problem Statement As a model builder, when creating or modifying a Saved View in a module, it is necessary to manually navigate to View → Save each time changes are made. During view development, model builders frequently adjust filters, pivots, show/hide selections, sorting, and formatting. Repeatedly navigating through…
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: Ability to enable/disable summary method for each individual dimensions in a module. As of today, summary methods can be set/unset…
Does anyone also get this error when opening the Forms in Anaplan FCR? I am downloading Investment Registry from the app but I cannot open it in Anaplan XL. How did you fix this issue?
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
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…
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.
Hi, My current client has selected MuleSoft Connector to orchestrate the integrations between Anaplan and their legacy systems and they are asking what is the protocol and port(s) it uses to connect to Anaplan. I've searched through Anapedia and the Community and I was not able to find the answer, however I assume it uses…
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Join us as Anaplan experts explore how organizations are using Anaplan Workflow to streamline business processes, improve collaboration, and drive greater efficiency across their connected planning ecosystem. Designed for model builders, solution architects, COE leaders, workspace administrators, and business process…
Join Anaplan experts for a practical deep dive into the Anaplan Audit Log and learn how organizations are using it to maintain robust security and compliance measures. Designed for workspace administrators, security and compliance teams, IT leads, and other hands-on Anaplan users looking to better understand how to track…
Anaplan's next quarterly platform release webinar will be held July 29 at 8:00 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 live demonstrations to help you get the most out of new features and…