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Anaplan Community

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Read recent thought-leadership and technical guidance.

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…
Simple but useful UX wins in 2026
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…
Share your Anaplan Workflow experience — Community Q&A Challenge
Get ready for our latest Community Q&A Challenge! This time, it's all about Anaplan Workflow. We will be exploring different strategies regarding the implementation, use, and benefits of Anaplan Workflow. This Community Challenge is all about sharing your real world experience. We want to spotlight the…
How I Built It: Unlink revision tags
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…
Setting formula summary method on a ragged hierarchy to display on org charts
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…

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🚀 Announced discussions

Polaris Modeling and Optimization Challenge recap — event recording available!
We recently hosted a Community Q&A Challenge inviting members to test their skills in Polaris modeling and optimization. Our internal experts developed a series of challenges, featuring a module rebuild alongside optimization challenges focused on the optimization of high calculation effort and high calculation complexity.…
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…
Event recording available: Managing Hierarchies with Anaplan Data Orchestrator (ADO)
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…
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…
Anaplan Polaris — The power of SUMs
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…
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…
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…
From access control to governance: Turning UAM into a strategic platform
Author: Artem Shchaulov is a Senior Anaplan Consultant and Certified Master Anaplanner with 8+ years' experience implementing global EPM solutions. In the first two articles, we covered why access management breaks at enterprise scale and how to build a User Access Management (UAM) model that reliably assigns permissions…
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…
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…

💡 Newest ideas

Workflow status is not representative
Hi, As mentioned in our ticket CS0040626, according to us, workflow status is wrongly green whenever one of its tasks is failed. We would like a red status of the workflow in this case. Workflow status has be coherent with its task status. Workflows status can only be green when all the tasks succeed. Regards
Add commas and rounding control to page auto sums
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: Right now, when someone highlights a column with values on a page, the values don't show commas and don't round decimals. How often…
CloudWorks to expose ignored values
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: CloudWorks does not currently show if there have been "ignored" values in the process. This causes: Data has been dropped. Totals may…
AXL continues to refresh even if one of the connections is unavailable
As soon as a connection is invalid (user has no access, model is offline, model is refreshing…), none of the connection are available. AXL is not refreshing at all. The idea would be that if a connection is not refreshing, it does not stop the refresh of the other connections. Connection 1 : Active Connection 2 : Inactive…
Expose cross-model import dependency metadata via API to enable automated integration mapping
Problem / Context Within a single Anaplan model, Hyperblock technology tracks dependencies between line items automatically. No equivalent capability exists for tracking dependencies between models - specifically, for the data imports that move data from one model (or external source) into another, or even imports within a…
FCR - Folder Security Report
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 list of all the various roles' security on each folder in our explorer file system. A report with the information for…
UX: Cell Based Commenting
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: Cell based commenting needs to be a priority in Anaplan UX. This experience should be similar to excel/google sheets where you can…
Default User License change
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: I would like to be able to amend the default user license as when creating a new user from a model the system automatically assigns…
Improved reporting from User Admin
I need to produce user security/access reports for audit and CBN purposes, but this requires a lot of manual manipulation and cross referencing of data from Anaplan. I can extract a user list which shows what access the users have but does not show if they are enabled or not. There is also no overall report available to…
User Dependent Dropdowns Across Dimensions
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 a model builder and end user, I want dropdown lists to dynamically filter based on selections in other fields, so that I can…

❓ 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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Building Valuable Anaplan Workflows
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…
Driving Security, Compliance, and Governance with the Anaplan Audit Log
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…
Building Smarter Models with Polaris and Planual
Join us as Anaplan experts share practical strategies for building smarter, more scalable models using Polaris and Planual best practices. Designed for model builders, solution architects, COE leaders, workspace administrators, and anyone responsible for developing and maintaining Anaplan solutions, this session will…

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