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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.…
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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…
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Anaplan FCR — Inventory margin: Eliminating unrealized gain/loss on inventory transfers
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…
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Enhanced Grid interactions in Anaplan’s UX: What’s new in 2026
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…
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Beyond production: Managing the Anaplan model lifecycle
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…
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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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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 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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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 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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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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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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The model lifecycle: Managing Anaplan workspaces for long-term success
Author: Chandresh Lad is a Product Manager at Anaplan. Building a great model is a significant achievement. Keeping it effective, reliable, and easy to manage as the business evolves is a different challenge. Many Anaplan implementations begin with a clear objective: deliver a planning solution that meets an immediate…
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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.…