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Dynamic Time Filters and Dynamic Line-Item Filters
Author: Hanwen Chen: Certified Master Anaplanner and Professional Services Sr. Manager at Anaplan. Dynamic Time Filters and Dynamic Line-Item Filters are common features in Anaplan models that provide users with greater flexibility when viewing reports. Dynamic Time Filter A Dynamic Time Filter allows users to select the…
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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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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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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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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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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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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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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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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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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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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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How I Built It: Anaplan accessibility — Navigating the Anaplan UX using hands-free tools
Author: Mitch Aist is a Certified Master Anaplanner and Senior Solution Architect at Anaplan. In this episode of ‘How I Built It’, Master Anaplanner Mitch Aist shows us how to use the Anaplan UX hands-free using voice dictation and command software, Dragon Naturally Speaking. ‘How I Built It’ video Timestamps 0:00 – Intro…
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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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Remove old products
Hi ! I have a list of obsolete products received in our DataHub that need to be removed from the DataHub and downstream models. How can I perform the impact analysis to identify where these products are being used, and what is the recommended way to delete only these specific products, considering that the product list…
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Anaplan models not loading
I am facing the above issue while loading my models. Can anyone help?
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Unable to select hide functionality on right click
Unable to select hide functionality on right click on ux page .
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Unable to select hide functionality on right click
Unable to select hide functionality on right click on ux page .
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1.5.3.2 Create Additional Saved View for DAT01 Module - DEV_View? formula
Stuck on writing the DEV_View? formula that would help me to check all these 3 at the same time? : Beginning Inventory <> 0 Distribution Center is in the Location DEV list SKU is in the SKU DEV list Any suggestions or similar formula I can look and try is highly appreciated. Steve
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Training environment
Hello - I am in the training certification level 1 and I am new to Anaplan. I will ask the community if I have any questions. Thank you!
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"Failed to retrieve field list" error when importing saved view across models
Hi everyone, Has anyone run into this issue before? I am trying to import data into a Marketing model list using a saved view (Update B3 Product Dist in Mktg) from a source model (FinancialPlanning_Dev_Polaris). However, when I try to set up the import action, I get the following error: Select SourceFailed to retrieve…
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Workspace model oversize
Hi, I received an error msg regarding the workspace exceeding the size limit when I wanted to add more lists into “Applies to” as I added an additional context/page selector and needed to add up the figures with an additional criteria in the formula bar using the sum function Is there a way to resolve this issue? Kindly…
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7.2.3 Activity: Import Data into Employee Details Module
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…
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How AI found my Polaris model's breaking point in an hour — a job that would have taken 60
Author: Vamshidhar Reddy Peesari is an Anaplan Solution Architect in the BI Planning Center of Excellence, specializing in large-scale Polaris models and model governance. If you build on Polaris, you live with the number 64. The Dimension Index Total — the sum of the index scores of every dimension on a line item — is the…
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What tenant level role is required for model builder?
I have users taking the L1 Model Building Training, but I am not sure what roles to give them in Anaplan so they can complete all activities
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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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Set Integration Admin Role
The Integration Admin role needs to be assigned differently to a user than other roles. It would be great to harmonize these settings as I did not find it myself. Maybe other roles are affected as well Administration → User → Roles vs Access Control → Assignments
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L1 Model Building 11.3.4 — Forecast and Actual showing identical values, no changes occurring
Hi all, I'm working through exercise 11.3.4 in the L1 Model Building course and running into an issue with the Forecast vs. Actual logic. I've set up the Forecast line item with a formula referencing the Current Period (using CURRENTPERIODSTART/time settings as instructed), so that it should pull Actuals up to the current…
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Multi-level bill of materials explosion or breakdown
Author: Alexandru Pavel is a Certified Master Anaplanner and Solution Architect at Keyrus. In manufacturing, supply chain planning, and production management, it is often necessary to determine the quantities of raw materials required to produce a finished good. This process, commonly referred to as BOM (Bill of Materials)…
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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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Import into new User subsets
Super excited about User Subsets. However, we will need the ability to import into the user subset to make it useful. Another potential workaround would be the ability to use roles to auto populate the subset.
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What is the best way to use cross join for two hierarchies going to lowest descendants
If we go down lowest descendants for 2 hierarchies something like this {Descendants([Planning Org].[Planning Org].[ALL].[AllMember],255,LEAVES)} then the queries timeout what is the best way to use lowest decendants so it doesnt scan the whole hierarchy
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Custom Version Implementation
Hello everyone, Working with a client on a model which (due to workspace constraints) is utilizing primarily snapshot versions. After a recent increase in space (pending finalization), we’re looking to incorporate custom versions to all of the modules feeding the P&L for the upcoming budget cycle. Today all inputs, calcs…
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ETA on ADO - Mulesoft - Boomi API integrations?
Hi! In London it was mentioned, any update on this?
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BETA View - Search Module option and the Export Modules functionality
Enabling the Search Module option and the Export Modules functionality in the Beta View version would be extremely helpful for model builders. While optimization it will help to find where module published on UX and referenced.
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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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FCR Freeze panes at different zoom, other that 100%
Dear All, With freeze panes, when using the zoom in the browser at other rate than 100%, lines are not correctly aligned if on a schedule we use some fixed columns. See below, with 100% zoom : and when using at 75% zoom : This a real problem for users who need to enter data in large templates. Every users are facing this…
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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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Workflow Templates Organization
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: In our company, we work a lot with Workflow templates for different models and different time periods. It doesn´t make sense to have…
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Add an Option to Change the Module Name “Style” for Better Visibility
It would be helpful if we could change the Module Name “Style” setting to improve visibility, similar to the Line Item “Style” setting.
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Add Time Scale Selection When Creating a New Module
It would be helpful if users could select the time scale (e.g., Year, Quarter, Month, Day) when creating a new module.
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Account not activating
I registered for the Talent Builder program and gained access to it on Anaplan Academy. I also received an email from Anaplan to activate my account (I am assuming it was for workspace practice). But I am not able to set a password and activate my account using this link, as it returns an "Invalid Link" error after…
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Case Study: Anaplan model performance and size optimization
Author: Pranjal Agrawal is a Certified Master Anaplanner and a Senior Anaplan Consultant at Hinduja Global Solutions Limited (HGS). The challenge I was working for a client who at the start of their fiscal year introduced some new functionalities in Anaplan. They initially estimated that the additional data flowing in for…
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Test and Validate Anaplan Formulas Before Applying Them to a Model
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: Model builders often need to test formulas before adding them to a live calculation module. Today, testing typically requires…