Recent Discussions

Author: Kira Wagner, Product Manager at Anaplan. Data Validation Rules for ADO Pipelines: Feature Overview We are continuously expanding the pipeline functionality in Anaplan Data Orchestrator (ADO) to provide users with greater flexibility and control over their data integration processes. One of the recent additions is…

Hey Anaplan Community! When building multidimensional planning models, we all rely on Anaplan’s native Time Dimensions. They are incredibly powerful for standard calculations, rolling forecasts, and dashboards. However, when you move into prescriptive analytics with Anaplan Optimizer to build multi-stage problems, the…

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.…

Last month, we hosted a Community Q&A Challenge inviting our members to get hands-on, explore how they work, and share what they discovered from our board layout enhancements from our July release. Throughout September, members participated in testing out new page-building capabilities, submit real world use cases, and…

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…

Anaplan's next quarterly platform release webinar will be held October 28, 2026 at 8 a.m. Pacific Time. During this session, we will explore the latest features so you can optimize your Anaplan experience. Our expert-led session will equip you with a practical guide and live demonstrations to help you get the most out of…

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…

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…

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…

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…

Steven Barry is a Certified Master Anaplanner and Connected Planning Sales Lead at Kearney. In Part 1 of the series, I introduced the decision contract as a way to clarify what decision a planning process must produce before the team begins designing the Anaplan solution. The contract defines the decision, owner, timing,…

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…

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…

We're getting ready for our next Anaplan Live! event. As active Community members and model builders, your input is extremely valuable. Our mission is to bring you content to boost your model-building skills, no matter what level you're at today. Take this brief survey, and let us know what you want to learn more about. 

Summary: When building Anaplan models, the SUM function is used to add up values that meet one or more specific criteria. Find out how to construct a formula using the SUM function in this short lesson. Course Objectives: By the end of this lesson, you’ll be able to: * Identify source and mapping cross reference data to…

In Crome you can download Extension Valantic which helps you to:- Show Actions & File IDs:- View internal IDs for Processes, Imports, and Files to help with API integrations. Show Action Usages:- Identify where your Actions are used across Apps and Pages. Show Linked Pages:-See which Apps and Pages use your modules to…

Hi All, I am encountering a data source expression error in Power Bi service when scheduling a refresh indicating that a column was not found and with a error message "The exception was raised by the IDbCommand interface" . I have verified my data source, and everything appears to be in order. Additionally, when I refresh…

Currently when a user triggers a workflow action it does not provide a window pop up like we have in actions when its ran successfully. Can there be window pop up after triggering the workflow from UX which can do 2 things as below. pops up a message to user that workflow is successfully triggered refreshes the page…

Hello, In FCR several things are missing or does not work has it should under the bursted processes : Major Issue : A stop task under a subprocess stops the whole workflow and not only the bursted one ⇒ this should be updated, or a specific "stop" task for bursted process should be added Major Issue : A restart of a…

Hi everyone, I'm unable to download AnaplanXLReporting.exe from the link provided in academy https://xl3.net/AnaplanXLReporting.exe Where to download the add in instead from the link ?

If you missed our October 28, 2026 platform release event, the recording is now available! In this webinar, we highlighted the most recent feature releases and how to take advantage of these in your environment. Our expert-led session demonstrated new features and innovations, provided a technical deep-dive and “how-to”,…

If you missed our Anaplan Community Experience event on User Experience Design Thinking, a recording is now available! Anaplan experts Andy Martin, Director, Platform Adoption Specialist, Seb McMillan, Sr. Platform Adoption Specialist​, Kat Owens, Sr. Manager, Product Research​, and Richard Halford, ​Principal Product…

Hi, our users have successfully tested the required functionalities in the UAT environment, and we are now planning to roll out a new Production environment for them. Could you please guide us on the necessary steps and prerequisites for setting up the new Production environment? Thanks in Advance

Hi All, I've tried to include an Optimizer Process as a machine task in a workflow template. However, when running the workflow template, the Optimizer process parts consistently fails. I could not find anything on including an Optimizer in a Workflow, but is there a limitation in Workflow that Optimizer processes can't be…

The idea Please raise the 1 million cell limit for breakback in Polaris, or rework how that limit is applied so it better fits what Polaris is designed for. The problem Polaris lets us build models with many more dimensions than Classic, and sparsity is no longer the constraint it used to be. That is a real strength, but…

Problem In Management Reporting, the number of columns in a Table card is fixed when the card is created. When a dynamic filter returns a different number of items (e.g. fiscal years depending on the selected Version), the card does not adapt: If the card was created with few columns, additional items (e.g. FY29) never…

Below is an issue which is stopping me from using Management Report (UX Page type = Report). The issue is that once a card is published to the page: * Dynamic columns are not respected if based on a filter there should be more columns than initially published, it won’t show * Dynamic columns are not respected if based on a…

I have designed a simple new UX Page (Page:A) so it can be viewed on a regular laptop / monitor size screen. This Page (Page A) is also viewable on the Anapaln mobile App (with no loading issues), but involves lots of scrolling to see the whole Page content I have been trying to design a simple mobile App friendly size…

Could Anaplan's Product team for Cloudworks enhance it to allow customers to copy an existing integration or process? … This will make it easier to copy existing connections, and then modify them for the purposes of the new integration (for instance, relink them to different Azure Blob directories, etc) This would save…

Greetings, Product Management People! This support article from nearly a year ago alluded to Dynamic Bulk Copy coming soon! https://product.anaplan.com/supercharge-your-model-building-efficiency-with-anaplans-upcoming-modeling-features-53955fd1-9330-4aaa-b145-484ad733afc3 The screenshot shows the option to select the…

The 2026 Certified Master Anaplanner Program has begun, and there is incredible opportunity for 2026 Certified Master Anaplanners (CMAs) to demonstrate their thought leadership, technical expertise, Anaplan championship, and mentorship capabilities across the entire Anaplan ecosystem. At their core, a Certified Master…

Author: Ajinkya Pawar is a Certified Master Anaplanner and Senior Manager at Genpact. Most Anaplan practitioners focus on four cornerstones, data, process, model, and deployment, throughout the engagement journey. In an ideal implementation, data ownership is clearly defined, processes are agreed upon, the model is built…

Hello, I have come across an issue with 'Stock Exceptions' and for some reason I get blank. If I set the Summary method as Sum, then it works but the task clearly says it should be kept None. I am attaching INV03, INV01 (source) and SKU08 if you can think if I did anything wrong there.

Hello, I haven't used Anaplan XL in a while so now, I can't find a way to remove the prefixed quote for text data when using Anaplan XL. Can anyone show me how they figured out how to do that, please?

Season's greetings all. I don't know why I am wrestling with this formula as it seems straight forward but it does not appear to be working correctly. My line item formula is as follows; 'INV01 Inventory Ordering'.Safety Stock Exception Count[SUM: 'SYS08 SKU Details'.Country Made In] Is there a logic context error here…

Hi team, I’m interested in exploring Anaplan XL and would like to know whether a free trial or trial version is available for users to evaluate its features and functionality. If available, could you please share the process or requirements to access the trial? Thanks in advance!

Has anyone tried using Ratio Summary against two dimensions in Classic? I have managed to get it working on Polaris before but for some reason doesn't want to do it in Classic

I am creating a balance sheeting planning in Anaplan with a list below. For "Net Assets" line, how do I make it "Assets" - "Liabilities" instead of sum of assets and liabilities

Author: Austin van der Linden is a Certified Master Anaplanner and Senior Model Builder at Hubspot. Hello Anaplan Community! In this 'How I Built It' Tutorial, I show how you can build functional P&Ls using line item subsets as a mapping tool. One of the cool functionalities provided with line item subsets is that you can…

When importing data into the SYS08 Employee Details module, my end results looks like the second photo when the goal is the first. I have imputed the correct mapping, and manually mapped the employee detail line items as well as changed the date format to YYYYMMDD. I'm not sure what the error is, I keep getting the error…

Idea Description As a model builder, I want dependent dropdown rules to be enforced consistently across all data-entry methods, so that users cannot enter values that would otherwise be unavailable through the configured dropdown selections. Example of Enhancement I'll know this is successful when values that do not meet…

This question may have been asked and answered before, but I’d appreciate your thoughts on the following scenario. If a Flat List is used as the rows in a module, is it possible to apply formulas to specific rows within that list? In the example below, Revenue and COGS are pulled from a DAT module by using a SYS module…

Hi everyone, I have a custom list that represents versions. Users need to be able to see all versions in UX pages and reports, but one specific version (Version 1) should be read-only. The problem is that when users run an import action, the action opens a dialog where they can select the version from a dropdown. Even…