Anaplan for Financial Consolidation Use Case


Dear Anaplan Community,


When implementing Anaplan solution for consolidation, what are factors that needs to be accounted.

We have taken into the

  • Complexity of the calculations,
  • Data sources (Local / International)
  • # Of Entities
  • Account mapping
  • Currency Translation
  • Intercompany matching and eliminations
  • Adjustment Journal Entries and Reports

We have estimated the workspace based the standard financial consolidation which was available on Apphub.


Are there any pointers which needs to be accounted for?


Appreciate your inputs on above.







  • Top tip #1 - The key to making the app work well is getting the data into the right format in a datahub - this has to be YTD data, not movements
    Top tip #2 - The investment register is a key part of the set-up, do this after intercompany but before checking any numbers