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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.…
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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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Designing Anaplan import actions: clear vs update-only
Author: Sripriya Rao is a Tech Lead at Prudential Financial and an Anaplan Solution Architect. How to choose safe, predictable behavior for file and model-to-model imports Quick takeaway Use “Only update imported cells” for delta/partial sources and most automated runs. Use “Clear target prior to import” only when the…
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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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How I Built It: Process logging
Author: Karim Bhaidani is a Certified Master Anaplanner & Transformation Director at Spaulding Ridge. In this 'How I Built It' video, I demonstrate how to build Process Logging in Anaplan to enable non-workspace admins to view a summary of the most recent hour and date any process ran within the model on a front end…
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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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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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How I Built It: ADO and Snowflake data integration
Author: Andre Lie is a Certified Master Anaplanner and Manager at Alpha Alternatives. In this ‘How I Built It’ video, I demonstrate an end-to-end bidirectional integration between Anaplan Data Orchestrator (ADO) and Snowflake. The integration highlights how ADO acts as a centralized orchestration layer that manages and…
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How I Built It: Period-driven variance reporting
Author: Nizar Cherkaoui is a Certified Master Anaplanner and EPM Manager and Solution Architect at VISEO. In this How I Built It video, I demonstrate how to design period-driven variance reporting in Anaplan when comparison logic is unknown upfront and flexibility is required. Instead of embedding period choices directly…
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June 2026 platform releases and what’s next
Check out the latest Anaplan feature updates and enhancements in our June 2026 official release notes. There you'll find information on: User Experience On-the-fly chart creation CoModeler Optimizer Integration with Workflow Extended runtime Forecaster Workflow Workflow builder undo and redo Batch submission and approvals…
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How I Built It: Unlink revision tags
Author: Junqi Xue is a Certified Master Anaplanner and consultant at valantic. When working across multiple models in ALM, it's common to encounter structural changes and revision tags that track updates. These revision tags are critical for synchronizing changes between production and development environments. Not all…
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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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Enabling ALM for an existing live business model
Author: Abhishek Singh, Certified Master Anaplanner & Engineering Manager at ABINBEV. Application Lifecycle Management (ALM) is one of the most valuable governance features available in Anaplan. It allows model builders to make, test and validate structural changes in a Development model before deploying them to…
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How I Built It: Route planning
How I Built It: Route planning — The “Traveling Salesman Problem” This ‘How I Built It’ video presents an Anaplan model that simulates a simplified “Traveling Salesman Problem” by using a fixed set of five cities and generating all possible route combinations. Users input a list of cities, and the model systematically…
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How I Built It: Workflow-centric approach to designing Anaplan projects
Author: Damien Bouquier has been a Certified Master Anaplanner for 5+ years and has developed solutions across a wide range of industries for FP&A, supply chain, and sales operations planning use cases. Shifting gears: From dashboard-centric to workflow-centric applications Are your users getting lost in a sea of…
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Talent builder program - Formulas and functions model
Hello everyone, Has anyone (from talent builder program) been able to be granted page builder role and download the formulas and functions app ? Cannot and I would love too. Thanks a lot
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July 2026 platform releases and what’s next
Check out the latest Anaplan feature updates and enhancements in our July 2026 official release notes. There you'll find information on: User Experience Board layout enhancements Grid row level expand/collapse CoModeler Edit existing import data sources through conversation Create list import actions from file type data…
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Tell us about your ultimate Anaplan dinner party — Community Q&A Challenge
Ready for something a little different? Today we are kicking off a brand new, lighthearted challenge just for fun! We want to celebrate the connections that make this Anaplan ecosystem so great. You are curating the ultimate Anaplan Community dinner — bringing together people who inspire, challenge, and elevate the…
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Level 3 - Ask the Stakeholders - Designating Sales Reps to Accounts Process Questions
Level 3 - Ask the Stakeholders Designating Sales Reps to Accounts Process Questions This forum is for asking the stakeholders of the Unicorn Candy Company questions about the Designating Sales Reps to Accounts Process. The Anaplan Academy team will be monitoring this forum during US Central standard business hours. Please…
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Level 3 - Ask the Stakeholders - Establishing Sales Targets
Level 3 - Ask the Stakeholders Establishing Sales Targets Process Questions This forum is for asking the stakeholders of the Unicorn Candy Company questions about the Establishing Sales Targets Process. The Anaplan Academy team will be monitoring this forum during US Central standard business hours. Please allow up to 3…
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On accounts with no sales history
Since account targets are allocated by the ratio of previous year revenue, an account with no history would get a target of zero. Is that expected, or do new accounts get a target another way?
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How to get UX Apps access for L2 Model
How to get UX Apps access for L2 Model
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FCR Always reset the new Clear / Copy module to <NULL>
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: New Maintain \ Consolidation \ Clear tool Great improvement on the old solution thx BUT ..... If there is one place where having…
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How I Built It: Limitless interdependent multi-select filters
Author: Daniel Badura is a Certified Master Anaplanner and Lead Architect at Dr. Oetker. Hello Anaplan Community! In this ‘How I Built It’ tutorial, I show how you can build filters that filter filters, without using any dependent dropdowns. Each filter allows multiple selections, and they are all mapped using a single…
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How I Built It: User filters with variable hierarchy properties
Author: Erik Svensson is a Certified Master Anaplanner and a Principal Solution Architect at Anaplan. Hello Anaplan Community! Thank you for checking out my ‘How I Built It’ tutorial. In this video, I demonstrate a powerful technique for creating dynamic user filters. This solution gives your end-users the flexibility to…
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Making the most of Anaplan Data Orchestrator
Author: Sanja Boll is a Certified Master Anaplanner and Sr. Solution Architect at GlobalFoundries. Anaplan’s Data Orchestrator (ADO) is very effective tool to import, transform, and load data into your Anaplan models. When used correctly, it can cut your data integration and transformation efforts by 50%, however…
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Talent Builder Graduate Mini Resume - Arshaan Durrani
Name: Arshaan Durrani Location: Oakville ON, Canada Certification: Anaplan Certified Professional Model Builder (L1,L2, Anaplan Way) SAP Certified S/4HANA Financial Accounting Associate Tableau Desktop Certification SQL Developer Educational Background: Wilfrid Laurier University- Bachelor of Economics Profile Summary:…
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Expand/collapse for hierarchies on columns and line items
The new expand/collapse functionality for hierarchies on rows is a great improvement! It would be helpful to have the same functionality when a hierarchy is pivoted to the columns. This would give users more flexibility in how they structure a view while still being able to hide or show detail. It would also be useful to…
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will legacy API intermediary service retirement impact the Auth api endpoint as well?
Since the legacy API intermediary service retiring, will it impact the Auth token api endpoint as well? should we update the auth api host to obtain Refresh Token (http://us1a.app.anaplan.com/) as well to the modern one (https://api.anaplan.com ) ?
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Anaplan Excel Add-In Error?
Receiving this error for the first time: Refresh failed. One or more duplicates have been detected in the row or column headers. Please remove all duplicates before attempting refresh. Any solutions?
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Er det noen som har erfaring med ADHD Psykiater i Norge?
Jeg har den siste tiden begynt å lure på om jeg kanskje har ADHD. Jeg har alltid hatt problemer med å holde fokus, planlegge oppgaver og fullføre ting jeg starter på. På jobb merker jeg at jeg lett blir distrahert, og hjemme glemmer jeg ofte avtaler eller små oppgaver. Dette har begynt å påvirke hverdagen mer enn…
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Event recording available: Building Valuable Anaplan Workflows
If you missed our event on Anaplan Community Experience: Building Valuable Anaplan Workflows, a recording is now available! Anaplan experts Chris Stauffer (Director of Platform Adoption), David Elston (Director of Product Management Applications), and Elizabeth Schera (Architecture and Adoption Director, Operational…
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Questions related to Charts
Hello All, Is possible to Data label colours based on Legend? By default the Axis in ANPALAN steps up by 2.5K, how to manually adjust? Data labels for all legends is not displayed, possibly due to size, how to move the labels TIA
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Validating ADO transformation view rows against Anaplan lists
I have encountered a gap in ADO's filtering capabilities for transformation views that I believe many integration professionals share. When working with source data, it is common to receive files that contain codes — currency codes, cost center codes, product codes — that are not relevant to the current Anaplan setup.…
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Can we add new roles from UX
Hi everyone, Could someone please help me understand whether it's possible to allow users to add roles directly from the UX? If so, what would be the recommended approach to implement this? I would really appreciate your guidance. Thanks!
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Collapse / Expand Hierarchy Functionality in Modules and UX Grids
In current standard grid modules and UX Grids you can't Collapse & Expand hierarchies of Lists/Line Items/Sublist like you can do in Excel (see below). Considering that sometimes hierarchies can be huge or you want to Collapse one part but Expand another - it would be good to have such functionality
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Automated backup of models
Enhancement request: ability for customer to automatically schedule model backups. Very common issue where data is lost either from changing Prod List to Non-Prod or vice versa or developer A changes formulas that effect Prod, etc. A one time setup preserves data and reduces reliance on humans to backup. The lower the…
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The hidden valley: Auditing Anaplan solutions for adoption and value
Author: Avirup Sen is a Certified Master Anaplanner and a senior consultant and solution architect at EyeOn. A key reason for Anaplan’s global success story is how it is adopted easily across organizations for its ease of business adoption. Users globally love the platform, not only for the performance and scale of…
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URL, IP, and allowlist updates
Anaplan provides documentation that lists the domains and IP addresses you can use to connect to our platform in an allowlist. You'll find the most recent version of this information on our Support website: URL, IP, and allowlist requirements. To receive notifications whenever we post updates to these pages, please follow…
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Connection Problem with Excel Add-In Series 4 - No Customer
Hello everyone, I hope you're doing well. I'm posting because two of my coworkers are trying to use the Anaplan Excel Add-In Series 4, but they're running into an issue during the connection setup process. When they go to New → New Read-Only Connection (or New Connection) and reach the "Select a Customer" step, no…
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Production data upload in Deployed Mode
I have created the PROD model and I am trying to upload the PRDO data and the update the users profiles. However I can't upload the data and upload the users in the model as it says it's the structural change, can I turn the model to Standard mode to upload and then change it back to deployed mode?
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Cannot Access Customer Care Portal 403
Hi, Even after being approved by internal administartor, I still cannot access CSM and getting 403 error
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Mismatch on common dimensions
Hello, Would anyone be able to advise why (in very simple terms) when we add CC7 (a mapping list) to the applies to of the value row, we get the error "Mismatch on common dimensions". The LIS used by this module picks up line items from FS1-Regional which in its-self has CC7 as an applies to dimension. Kind Regards,
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Need 90 days trial access for model building and practice
Need 90 days trial access for model building and practice
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Completed The Anaplan Way but No Access to Level 1 Model Building Course
I recently completed The Anaplan Way course and also received access to the Anaplan workspace also. However, I haven’t yet received access to the Level 1 Model Building course. Could anyone please help me understand the next steps or let me know how I can get access to the Level 1 course? Thanks in advance for your support!