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Author: Saurabh Kapoor is a Certified Master Anaplanner and a Technical Lead at HCLTech. Hello Anaplan Community! Thank you for checking out my 'How I Built It' tutorial. In this video, I demonstrate how I built an AdHoc Hub, a self-service integration framework that enables planners to execute data load processes on…
Author: Sayontan is a Certified Master Anaplanner and EPM Director responsible for growing US GenXAI. He has been working on the platform since 2013 and has experience across all domains of Anaplan solutions — Finance, Sales Performance & Supply Chain. He is also PMP certified and operates as Supply Chain SME. In a…
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,…
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…
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…
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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…
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…
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…
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.…
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…
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…
Anaplan's next quarterly platform release webinar will be held October 28, 2026 at 8 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 a practical guide and live demonstrations to help you get the most out of…
Author: Neeraj Agarwal is a Sr. Principal Product Manager at Anaplan. Hello Anaplan Community! If your organization transfers inventory between related entities at a markup — and that inventory is still sitting on the buyer’s shelves at period-end — you already know the challenges this creates for consolidation: the group…
Authors: Steve Prendergast is a Director, Product Management at Anaplan and Gareth Riley (@GarethR) is a Product Manager at Anaplan. Grids are where the real work happens in Anaplan. Using grids, a planner can drill into a region's forecast, where finance reviews headcount by cost center, where a demo suddenly needs "just…
Author: Chandresh Lad is a Product Manager at Anaplan. Every mature Anaplan environment has models that eventually reach the end of their active life. The challenge is knowing what should happen next. As Anaplan environments mature, the number of models naturally grows. New planning processes are introduced, existing…
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…
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…
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…
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
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…
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…
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…
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,
We have a few templates that are required to open in Excel. Users access these templates from a workflow. Right now they open the template first in the browser and next they have to download this to open it in their local Excel. Can we have a function (similar what we have in dashboard) in the workflow object to force a…
Hi everyone, I have a custom list that represents versions. Users need to be able to see all versions in UX pages and reports, but one specific version (Version 1) should be read-only. The problem is that when users run an import action, the action opens a dialog where they can select the version from a dropdown. Even…
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…
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
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…
I have a question for Model Building Level2, sprint 3, Lesson 3.5.5 and the product SKU by Distribution Center panel on the Distribution Center Summary UX page (in My Pages). I got it working, but I want to know if there is a better solution as my screen layouts are slightly different to the prototype. I used a grid and…
"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…
"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…
Hi All, I'm fetching data into Anaplan model using the BATCH file, which is connecting to Oracle Database and fetches into Anaplan model. And i'm writting the bach execution into a log file i.e; example: Load_Fact_PR.bat > runlog.log. After the run finishes while looking at the log there is a GENERAL Information of Anaplan…
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Have you ever wondered how to solve massive planning problems with trillions of possibilities at the click of a button? If you have heard of Anaplan Optimizer and are ready to move past theory and see it in action, this session is for you! In this session, you will see: • The Core Elements of Optimization: A quick,…
