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Anaplan Community

Where the world’s leading Anaplanners solve the future of planning, together.

Anaplan Community

Where the world’s leading Anaplanners solve the future of planning, together.

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Read recent thought-leadership and technical guidance.

Leveraging Anaplan Workflow and ADO for controlled financial sign-off reporting
Author: Dinesh Gupta is a Certified Master Anaplanner and Lead of the Anaplan CoE at PTSB Ireland. Financial planning models are constantly evolving throughout forecast and budget cycles. New requirements, model enhancements and business changes are essential to support better decision making. However, these ongoing…
Constraining demand in the Anaplan Inventory Planning Application: Part I
Author: James Synder is a Certified Master Anaplanner and Associate Director at Accenture. Where is the gap? A strong foundation and a familiar planning challenge One of the most rewarding aspects of implementing the Anaplan Supply Chain Applications is seeing how quickly an organization can connect demand, inventory, and…
How I Built It: Building a dynamic calendar in Anaplan
Author: Jason Zhang is a Certified Master Anaplanner and a Manager at PwC. Have you ever wanted to visualize upcoming events and milestones directly in Anaplan? While Anaplan provides powerful planning and modeling capabilities, it does not offer a native calendar view for displaying events in a traditional calendar…
October 2026 platform releases and what’s next
Check out the latest Anaplan feature updates and enhancements in our October 2026 official release notes. There you'll find information on: User Experience Updated Field Components Intelligence CoModeler AI Gateway Anaplan Analyst Anaplan XL Reporting Excel integration and reporting Web and mobile experience Security and…
Professional learning resources that inspire you — Community Q&A Challenge
Our learning never stops! Whether you are building complex models or driving strategic plans, staying ahead means discovering fresh perspectives. But with an endless stream of books, podcasts, and articles out there, finding the truly game-changing ones can be a challenge. That’s why we want to tap into the collective…

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🚀 Announced discussions

Anaplan Polaris — Calculation Complexity
This article is part of a series on Polaris best practices. Click here for more Community content or visit Anapedia for detailed technical guidance. What is the Calculation Complexity column? The Calculation Complexity column is one of the Blueprint Insights in the blueprint view of a module (or the Line Items tab). It…
Getting started with Data Validation rules in Anaplan Data Orchestrator (ADO) Pipelines
Author: Kira Wagner, Product Manager at Anaplan. Data Validation Rules for ADO Pipelines: Feature Overview We are continuously expanding the pipeline functionality in Anaplan Data Orchestrator (ADO) to provide users with greater flexibility and control over their data integration processes. One of the recent additions is…
Enhancing your datamodel peacefully in Anaplan FCR: Datamodel scalability
By Grégory Ponce | Principal Product Manager – Anaplan FCR. Hello Anaplan Community! Today, we are diving into a game-changing capability in Anaplan Financial Consolidation and Reporting (FCR): Datamodel Scalability. If you deal with group financial consolidation and statutory reporting on a regular basis, you know how…
Workspace hygiene recommendations: A readiness guide for Anaplan AI Gateway
Anaplan AI Gateway (“Gateway”) is a supported, governed MCP (Model Context Protocol) interface that connects external LLMs, assistants, and agents, such as Claude, Gemini, and Microsoft Copilot, to your Anaplan models. It lets your teams’ LLM clients query your Anaplan models directly. This means users can ask questions…
Beyond the build: Sustaining user adoption through CoE governance
Author: Ajinkya Pawar is a Certified Master Anaplanner and Senior Manager at Genpact. Most Anaplan practitioners focus on four cornerstones, data, process, model, and deployment, throughout the engagement journey. In an ideal implementation, data ownership is clearly defined, processes are agreed upon, the model is built…
Time Dimensions in Anaplan Optimizer ⏳
Hey Anaplan Community! When building multidimensional planning models, we all rely on Anaplan’s native Time Dimensions. They are incredibly powerful for standard calculations, rolling forecasts, and dashboards. However, when you move into prescriptive analytics with Anaplan Optimizer to build multi-stage problems, the…
Refresh user interface in Anaplan Disclosure Management
Author: Alex Warrington is a Product Manager at Anaplan. Anaplan Disclosure Management now has a refreshed user interface. The DM Web App has been redesigned with a cleaner, simplified look aligned to the broader Anaplan platform, with updates to navigation, iconography, and visual consistency throughout the application.…
Community Challenge Recap: Enhanced board layouts — event recording available!
Last month, we hosted a Community Q&A Challenge inviting our members to get hands-on, explore how they work, and share what they discovered from our board layout enhancements from our July release. Throughout September, members participated in testing out new page-building capabilities, submit real world use cases, and…
Using Anaplan as a monitoring layer for Workday processes
Author: Josh Baker is the Head of Finance Operations and Transformation at PJT Partners, Master Anaplanner and Workday Financials – Pro. Currently leads accounts payable, accounts receivable, expense, and finance transformation. Reporting is not actionable or intuitive Most finance operations teams have the same problem,…
Anaplan FCR: Account Netting with multiple source accounts
Author: Neeraj Agarwal is a Sr. Principal Product Manager at Anaplan. Hello Anaplan Community! If you've ever had to manually offset a deferred tax asset balance against a deferred tax liability balance and then redo that math by hand for every account pair, at every entity, at every close — you already know we're talking…

💡 Newest ideas

Workspace filter / split tenant into workspace groups
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 a tenant has a large number of workspaces, it becomes a burden to navigate. We currently have a list of around 80 workspaces…
Feature Request: Model Copy API Endpoint
1. The Problem Currently, there is no API endpoint available to programmatically copy an Anaplan model. This is a critical gap for workspace administrators who need to back up models before making changes. The only available method is a manual, UI-driven process — requiring an administrator to navigate to the Model…
Useful Anaplan Extension valantic
In Crome you can download Extension Valantic which helps you to:- Show Actions & File IDs:- View internal IDs for Processes, Imports, and Files to help with API integrations. Show Action Usages:- Identify where your Actions are used across Apps and Pages. Show Linked Pages:-See which Apps and Pages use your modules to…
Window pop up and page refresh feature required after triggering workflow action from UX page
Currently when a user triggers a workflow action it does not provide a window pop up like we have in actions when its ran successfully. Can there be window pop up after triggering the workflow from UX which can do 2 things as below. pops up a message to user that workflow is successfully triggered refreshes the page…
FCR - Improve Bursted processes
Hello, In FCR several things are missing or does not work has it should under the bursted processes : Major Issue : A stop task under a subprocess stops the whole workflow and not only the bursted one ⇒ this should be updated, or a specific "stop" task for bursted process should be added Major Issue : A restart of a…
Need Some Checklist or Steps to be performed when rollingout a new anaplan model for specific new re
Hi, our users have successfully tested the required functionalities in the UAT environment, and we are now planning to roll out a new Production environment for them. Could you please guide us on the necessary steps and prerequisites for setting up the new Production environment? Thanks in Advance
Increase the Breakback Cell Limit in Polaris (or Make It Smarter)
The idea Please raise the 1 million cell limit for breakback in Polaris, or rework how that limit is applied so it better fits what Polaris is designed for. The problem Polaris lets us build models with many more dimensions than Classic, and sparsity is no longer the constraint it used to be. That is a real strength, but…
Enforce Dependent Dropdown Validation for Pasted Numbered List IDs
Idea Description As a model builder, I want dependent dropdown rules to be enforced consistently across all data-entry methods, so that users cannot enter values that would otherwise be unavailable through the configured dropdown selections. Example of Enhancement I'll know this is successful when values that do not meet…
Management Reporting: Table cards should dynamically adjust the number of columns based on filters a
Problem In Management Reporting, the number of columns in a Table card is fixed when the card is created. When a dynamic filter returns a different number of items (e.g. fiscal years depending on the selected Version), the card does not adapt: If the card was created with few columns, additional items (e.g. FY29) never…
Multi-Column Sort in UX Grids
Allow end users to apply multiple sort levels on a single grid in UX pages, so they can organize data across several dimensions without workarounds. Thank you,

❓ Unanswered questions

Anaplan AI Gateway - Copilot
I'm trying to set up Anaplan AI Gateway. I was able to set up a source to anapan AI Gateway and sign in. Workspace provisioned in Agent Studio. Any insight on the "couldn't load tool permissions" error?
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…
What protocol and port(s) does MuleSoft Connector use?
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…
Planual Explained - Day 38
"Rule 1.06-03": Article 1, Chapter 6, and Rule 3” Avoid single item subsets If possible, try and avoid single item subsets, if there is a top level in the list, a single item subset will always have two members Here is how it was done in Pre Planual Era. We used to create a subset which includes/houses just a single list…
Planual Explained - Day 37
"Rule 1.05-11": Article 1, Chapter 5, and Rule 11” Do not embed Numeric values or Dates within the Code of a list Dates and values are "data" and should not be part of a code Here is how it was done in Pre Planual Era. What is wrong with this method? Dates and Values are data points and should never go to the list as part…
Combination Chart for Capacity Analysis
One chart that I would like to be able to more easily create in Anaplan NUX is the stacking resource usage chart that is common in capacity planning. Usually looking something like this: With each stacking bar representing the usage of my capacity by a product or group of products. I have had a workaround for making these…
Planual Explained - Day 29
“Rule 4.01-08": Article 4, Chapter 1, and Rule 8 – “Avoid Refresh Buttons”. Educate the users to use the Refresh option in the toolbar rather than action "refresh" buttons to open dashboards Here is how it was done in Pre Planual Era: We used to create Refresh buttons and publish these buttons on to the dashboards. Refresh…

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Upcoming events

Unlocking the Value of Community with Anaplan Community Bosses
Join us for an exclusive professional development roundtable designed to celebrate, connect, and elevate our premier platform advocates: the Anaplan Community Bosses. The Community Boss program stands at the very heart of our ecosystem, highlighting leaders who dedicate their time to guiding peer model builders and…
Designing for Fit, Utility, and Practical Guardrails with AnaplanXL
Join Anaplan experts for a practical introduction to AnaplanXL (AXL), the Excel add-in that connects Excel grids directly to governed Anaplan data. As the first session in our technical series, this event is designed to help: Model Builders understand the fundamental purpose of AXL: what AXL does, the basic guardrails for…

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