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Sleek reports on small screens: how to configure management reporting on mobile
With the February 2026 release of Management Reporting on mobile, Anaplan page builders can now deliver beautiful, structured report pages directly to smartphones and tablets. Crucially, this requires zero additional mobile-specific page configurations. Any report page designed for the desktop user experience (UX) is now…
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Using Workflow to schedule Optimizer actions
After building your shiny new module and Optimizer action, you might be thinking, “Now do I really have to remember to press the button every single time?” Many clients want the flexibility to schedule their actions, whether it’s running an optimization with each new demand update or setting up jobs to run automatically…
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Declutter your planning: A leader's and builder's guide to the new Board Insights Panel
Author: Steve Prendergast is the Director, Product Management at Anaplan. In the world of enterprise planning, clarity is everything. When you're reviewing high-level data and making critical business decisions, the last thing you want is a cluttered dashboard that distracts from the core metrics. That's why we're thrilled…
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Configuring batch approvals: a step-by-step guide for Workflow administrators
Author: Dave Waller, Principal Product Manager at Anaplan. Managing high-volume operational plans often introduces administrative friction. When an organization scales its planning cycles to handle hundreds or thousands of individual budget, headcount, or promotional requests, processing them one by one is highly…
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Introducing Data Validations in ADO Pipelines
Author: Reena Sethy is a Director, Product Management at Anaplan. Quality data is the backbone of modern decision-making, but it’s often compromised because of "all-or-nothing" approach to data loading. With a single invalid record, it can invalidate the entire batch, and a domino effect of processing delays, data…
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FCR: Level up your data integration — 3 powerful new mapping features
Author: Werner Priels is Product Manager at Anaplan, focusing on Financial Consolidation. Mapping source data to the right targets is the backbone of a successful consolidation process. While traditional many-to-one mapping gets the job done, complex real-world data at times used to require workarounds, manual…
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Copy an Optimizer action trick
You've built your Optimizer model with an objective and many constraints and variables, and now you want to test some changes to it. Where is the copying button? Many users ask for copying capability, and we're actively working to improve the user experience. However, you can already copy an action using the modeling…
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Anaplan Data Orchestrator: Virtual Dataset basics
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…
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Anaplan Polaris — Tips & Tricks
This article is part of a series on Polaris best practices. Click here for more Community content or visit Anapedia for detailed technical guidance. Here at Anaplan, we're always looking for ways to help you get the most out of our platform. We know that sometimes the smallest adjustments can make the biggest difference in…
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Anaplan Polaris: A deeper dive into the Polaris Engine and model building techniques
This article is part of a series on Polaris best practices. Click here for more Community content or visit Anapedia for detailed technical guidance. Polaris is Anaplan's next-generation calculation engine, designed for highly dimensioned calculation at scale. It represents a paradigm shift in the ability to model business…
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[Start here] Modeling Experience
If you are an experienced model builder, you are already familiar with the power and flexibility that the Anaplan platform provides when solving your teams' planning needs. In February 2023, we made the enhanced Modeling Experience (MX) the default experience for our users, and from April 2024, the old classic interface…
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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…
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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…
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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…
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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…
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Integrating your Oracle data: The Anaplan connector
Author: Kira Wagner is a Product Owner at Anaplan. The Oracle connector further expands Anaplan’s integration capabilities by bridging your Oracle database with the Anaplan Data Orchestrator (ADO). This connection makes your data readily available for downstream processing in your Anaplan models, supporting accurate,…
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Polaris Building and Debugging Tactics
Author: Dana Evernden is a Principal Solution Architect at Anaplan, pioneering the Anaplan Delivery Assurance Program. Polaris Building and Debugging Tactics Tired of sluggish models and performance bottlenecks in Polaris? Ever feel like you're just one tweak away from unlocking lightning-fast speed? You've found the…
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Anaplan Optimizer Guidelines
OverviewThis guide provides clear rules for building Anaplan modules to work with the Optimizer. Follow these steps for reliable models and organized sections, guided by seven essential rules. The 7 Core RulesRule 1: Naming Conventions (recommendation) We recommend assigning specific naming patterns with descriptive…
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Under the hood: A deep dive into the Anaplan FCR Consolidation Engine
Author: Grégory Ponce is a Senior Principal Product Manager at Anaplan. Ever wondered what really happens when you click "Run ALL" in Anaplan's Financial Consolidation and Reporting (FCR) solution? It’s more than just a single action; it’s a precisely orchestrated sequence of procedures that work together to transform raw…
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How to build a Polaris reporting model in less than two weeks
Author: Hanwen Chen is a Certified Master Anaplanner and Professional Services Sr. Manager at Anaplan. Over the past nine months, I have been involved in multiple Classic-to-Polaris conversion projects. One consistent requirement across these engagements is the need for scalable reporting solutions that support multiple…