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Bidirectional connectivity via Pipelines between ADO and Amazon S3, Azure Blob and GCS
Author: Kira Wagner is a Product Manager at Anaplan. Contributor Kurt Rodegast (@KurtR) is a Sr. Product Manager at Anaplan. Anaplan Data Orchestrator (ADO) now officially supports bidirectional connectivity for Amazon S3, Microsoft Azure Blob Storage, and Google Cloud Storage through Pipelines, significantly expanding our…
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Anaplan Analyst: A readiness guide for builders
Anaplan Analyst is a secure, generative AI assistant that leverages our rich, agentic framework to help your team gain deeper insights, accelerate decision-making, and interact using natural language. Modern, Intuitive UX: Ask questions and get real-time answers using natural language. Causal & Diagnostic Analysis: Analyst…
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Anaplan FCR — Matrix Consolidation: Running legal and management reporting in parallel
Author: Neeraj Agarwal is a Sr. Principal Product Manager at Anaplan. Hello Anaplan Community! If you've ever closed the books once for statutory purposes and then closed them again — manually — to get a segment-level view for leadership, you already know the pain point we're tackling: Matrix Consolidation. This feature…
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Latest enhancements in Anaplan Workflow
Author: Marc Donegan is a Product Manager at Anaplan. Anaplan Workflow can be thought of an indispensable workhorse: numerous teams rely on it to turn a planning process into a series of steps someone can follow, approve, and trust. But a workflow is only as good as the experience of running it and building it. If…
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Anaplan Polaris — Understanding the Dimension Index Total
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 keeps track of intersections in a model using a dimension index which allows efficient retrieval of cell data even in an extremely sparse model. This index has a limit…
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Demystifying automatic deferred tax calculations in Anaplan FCR
Author: Grégory Ponce is a Senior Principal Product Manager at Anaplan. Managing deferred taxes during financial consolidation can often feel like a complex and daunting task. Between varying local tax rates, complex accounting base differences, and the constant need for accuracy, consolidation teams need a robust and…
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Anaplan XL Reporting Workbook File Management Best Practices
Effective file management is important to get the most out of your Anaplan XL Reporting (AXL) experience. This guide provides a set of recommended practices designed to help you manage your workbooks. Recommendations Here are our recommendations for managing your Anaplan XL workbooks effectively: Disable auto-save on AXL…
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Structured reporting in your pocket: why management reporting on mobile is a game-changer
Author: Amrita Gopalakrishnan is a Product Manager at Anaplan. Decisions do not wait until you are back at your desk. In today’s fast-paced corporate landscape, executives, directors, and field managers are constantly on the move - traveling between sites, heading to board meetings, or catching flights. Yet, traditional…
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Anaplan Data Orchestrator Virtual Datasets — use cases
Author: John Carter is a Sr Principal Product Manager at Anaplan. Organize, share and control access to sensitive data In our previous article here we focused on the basics of Virtual Datasets, what they are, where they are found in the Anaplan Data Orchestrator (ADO) UI, how a Virtual Dataset is defined, how it can then…
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Announcing the new bidirectional Databricks connector for Anaplan Data Orchestrator (ADO)
Author: Reena Sethy is a Director, Product Management at Anaplan. We are excited to announce the official release of our new bidirectional Databricks connector within Anaplan Data Orchestrator (ADO). This release provides data integration between Databricks and Anaplan, giving users seamless read and write capabilities…
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Demystifying the "Unallocated Difference" feature in Anaplan FCR
Author: Grégory Ponce is a Senior Principal Product Manager at Anaplan. Hello Anaplan Community! Today, we are diving into a game-changing feature in Anaplan FCR: the Unallocated Difference management. If you deal with financial consolidation and reporting on a daily basis, you know how tedious managing multi-dimensional…
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Say goodbye to inbox overload: how batch approvals transform planning cycles
Author: Dave Waller, Principal Product Manager at Anaplan. As organizations grow, so does the volume of planning decisions. Re-forecasting headcount, adjusting regional sales promotional budgets, or approving operational expenses can quickly scale from a handful of decisions to hundreds or thousands of individual requests.…
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Redesign your organization in seconds: A leader's and builder's guide to the new hierarchy chart
Author: Steve Prendergast is the Director, Product Management at Anaplan. In modern business, change is constant. Departments restructure, sales territories split, and product lines evolve. Yet for most planning teams, reflecting these changes in a traditional planning tool has historically been a slow, rigid, and highly…
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Sleek reports on small screens: how to configure management reporting on mobile
Author: Amrita Gopalakrishnan is a Product Manager at Anaplan. 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…
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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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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…