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Anaplan Community

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Read recent thought-leadership and technical guidance.

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…
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,…
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…
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…

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🚀 Announced discussions

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…
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…
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…
On-Demand Calculation in Polaris
Author: Dave Smith is a Senior Product Manager at Anaplan. We are thrilled to announce the rollout of On-Demand Calculation in Polaris, a feature that significantly enhances performance and efficiency for our users. On-Demand Calculation is designed to compute values only when they are needed, leading to a more optimized…

💡 Newest ideas

Management Reports - Users to Edit Text Cards on Page
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 great for my end users to be able to look at a management report and edit text directly on the report without going into…
Anaplan XL - Setting a Report Property: Which Sheet Is Displayed Upon Opening?
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: Setting a Report Property to Determine Which Sheet Is Displayed Upon Opening When a file is saved, the report currently opens to the…
Action to reset Index
Hello, It would be beneficial if we could add an Anaplan action to reset the index of production data, so we can use it in our processes right after cleaning the lists. At present, we use the API for this, but it's done outside our main processes. Regards, Roba Sajadian Improvement Manager
"Select All Search Results" option for filtering the list line item in Grid Card
Hello, As a representative of people working with Anaplan on a daily basis, I would like to add an option to select all search options for List Line item in the grid card. Our users often search for items based on a specific phase in the product description or product name etc. These items are added to the lists line item…
YTD Should Exclude Current Month and Include Actuals Only
Currently, Anaplan’s native YTD (Year-to-Date) calculation includes the Current Period, even when that period contains forecast values. Issue From a financial planning and FP&A perspective, YTD is expected to represent Actuals only. However, Anaplan calculates YTD including the Current Month, which can contain forecast…
Show List Name in Blueprint Format Column (or as an additional column at the end)
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: When working in Blueprint view or exporting module blueprints, list-formatted line items do not clearly display the list name. In…
Shared Pages Across Multiple Apps
The Idea Allow a single page to be surfaced in multiple apps simultaneously — appearing natively in each app's home screen and dropdown navigation — without needing to duplicate the page itself. The Problem Many organisations structure Anaplan around multiple business unit-specific apps, but have pages that are truly…
Save user specific adjustments to column widths in a grid on a UX page
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: Users need the ability to save adjustments to column widths that they make within their module views of a UX page and have those…
Enable Export of New UX Pages and Module Metadata from New Model Experience
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 are trying to export and document Anaplan New UX pages and model metadata for governance, audit, impact analysis, and knowledge…
Allow workflow schedules to be set to run on certain business days of the month
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: When we create a workflow, we really need the schedule to occur on certain days to align with the planning calendar (business days…

❓ Unanswered questions

Convert a string to a number in ADO
The venta_neta_euro column in the Transformation View represents a company’s sales at a specific level of detail. Currently, this column is stored as a string, and I need to convert it into a numeric value while keeping the "," as the decimal separator. I tried using CAST to convert it to FLOAT, but it throws an error…
Question certificat
bonjour, le certificat de notre ANAPLAN arrive à expiration le 12/06/2026. Est ce vous (ANAPLAN ) qui nous fournissez un nouveau certificat ? Merci Jean-François VENISSE M +33 6 34 16 34 22 jean-francois.venisse@abeille-assurances.fr 80 Avenue de l’Europe, 92270 Bois-Colombes
Lesson 13.6.4 doesnt show the year information in the UX but it shows in the module. Why?
Lesson 13.6.4 doesn’t show the year information in the UX, but it does show it in the module. Why?
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…
An Update on Anaplan Audit Log Reporting: A No-Code Approach
A while back, I shared a pattern for extracting and reporting on Anaplan audit data using a Python project hosted on GitHub. I wrote that during my time on the Operational Excellence Group (OEG) at Anaplan. The Python solution still works, and plenty of teams are running it today. The problem it solves hasn't changed:…
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

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Community Challenge Recap: Polaris Modeling and Optimization
In this Community recap event, we will cover the most effective techniques for module rebuilding and optimization with the Polaris calculation engine, based on the top solutions from our participants in the latest Polaris Community Challenge.
Managing Hierarchies with Anaplan Data Orchestrator (ADO)
Join Anaplan experts for a practical deep dive into Anaplan Data Orchestrator (ADO) and learn how organizations are using it to streamline hierarchy management and support connected planning at scale. This session is designed for model builders, COE teams, solution architects, IT leads, and other hands-on Anaplan users…
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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…

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