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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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2608.1 FCR Release Announcement
We are pleased to announce the upcoming FCR 2608.1 GA release. Check out the latest FCR feature updates and enhancements in our 2608.1 official release notes. Release Schedule: FCR 2608.1 GA Tuesday, September 15, 2026: US, CAN, CA environments Monday, September 21, 2026: EU, JP, ID environments Highlights General Global…
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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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August 2026 platform releases and what’s next
Check out the latest Anaplan feature updates and enhancements in our August 2026 official release notes. There you'll find information on: Workflow Customizable email notifications CoModeler General enhancements Conversation persistence Saved view capabilities Identify more details about your lists Support for Japanese…
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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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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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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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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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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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How I Built It: Classic vs. Polaris — a dimensions-first approach to module design
Author: Valeria Sicuro is a Certified Master Anaplanner and Professional Service Consultant at Bedford Consulting. In this ‘How I Built It’ video, I demonstrate how dimensionality decisions impact model design in Anaplan, and how the same business requirement can lead to different implementations depending on whether you…
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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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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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Enhanced board layouts — Community Q&A Challenge
This month, we're launching a new type of Community Challenge focused on learning and discovery! We're excited to spotlight the board layout enhancements from the July Release, and we're challenging you to get hands-on, explore how they work, and share what you discover. This is your opportunity to experiment with these…
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Ability to send email alert to admin when workspace size exceeds a set point
Description of the enhancement required: Custom data storage alerts An example of the enhancement: Alerting support team when data storage capacity [workspace usage] is at or above 90% How would it help their business process: This will make sure we don't **** out of allocated space.
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Community needs a revamp -- it is failing at 2/3 objectives
From my perspective, the Anaplan community has three purposes: Customers/Partners to share feedback with Anaplan so the roadmap can be designed with those who actually use—and pay for— the product(s) in mind. Status - Mixed success leaning towards failure— as of about 4 years ago, Anaplan stopped interacting with and…
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Designing explainable models: Making complex allocations transparent in Anaplan
A practical design guide for model builders who want allocation models to answer not only what changed, but why it changed. Author: Sripriya Rao is a Tech Lead at Prudential Financial and an Anaplan Solution Architect. Audience: Model Builders, Solution Architects, CoE Teams Quick takeaway: Accurate allocation results are…
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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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Make Time Ranges Production Data
In order to support varied testing and especially split-model deployments (same dev model with different data sets/time periods), it would be useful to have Time Ranges be Production Data. This will provide value in allowing all deployed models linked to the development model to be configured independently and save on…
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Auto-Sync Capability Between Saved Views and Export Actions
Problem Statement Currently, Export Actions and Saved Views are not dynamically synchronized after an Export Action is created. This limitation creates additional maintenance effort for model builders and increases the risk of inconsistencies between export configurations and reporting requirements. Key Challenges 1. Saved…
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ALM : Model Synchronization Failed
Hi, I want to syncronize model but error was occured. This is a error message with structure error. The structure of the target model is incompatible with the source model. The model structure may have been changed by another Administrator since the last revision tag was added. Select an alternative source model to…
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FCR Feature Enhancement: Align Model Security with XL Drill
Current Behavior Model Security controls which members users can access through queries and writeback. When an XL report is generated, Model Security is applied when the query retrieves members. However, if a Drill Indicator is used, the parent member is then expanded into its children based on the hierarchy without…
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Support “Approval from All Assignees” for Dynamically Assigned Approvers in Decision Tasks
Currently, when approvers are assigned dynamically from a module line item, a Decision Task proceeds as soon as any one of the assigned users approves it. Please extend the “Require approval from all assignees” option, which is currently available for manually selected approvers, to dynamically assigned approvers as well.…
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Total positions for nested dimensions
Please add option to change Total positions order on rows/columns when nested dimensions are applied. Currently it can only be applied towards single dimension. When adding at lease two dimension, order becomes "Before" by default and the following error is returned when trying: "Cannot group totals on a nested axisSetting…
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Allow "Writeback" to be configured as a global Anaplan XL default setting
Current Challenge In Anaplan XL, the Allow Writeback option is currently configured at the workbook level and must be enabled separately for each new workbook or grid. For teams that frequently use writeback functionality, this creates repetitive setup work and increases the risk of users forgetting to enable the setting…
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Anaplan AI Actions
The July and August releases added several useful capabilities to Anaplan AI, including the ability to create and retrieve saved views and create list import actions. It would be valuable to extend these capabilities to support the full end-to-end user story: creating a saved view and using it as the source for an import…
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Expand or collapse grid rows: how to publish level 1 and 2 in a 5-level hierarchy
I have a question about the new Expand or collapse grid rows option. Is it possible to publish a grid containing a 5-level hierarchy so that all items from levels 1 and 2 are always visible? And I do not want to use a filter for this.
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Grid Designer - Use Slicer in combination with Tuple definition
Typically, a dimension selection can be linked to a filter to display the relevant elements. In Financial Reporting, this is important because it allows the user to make the selection via a filter rather than having to access the report definition every year. Example: The report then responds to the filter by displaying…
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Hiring: FP&A Professional with Anaplan Level 2 or Master Anaplanner Certification – US-Remote
Hi Anaplan Community! We’re currently sourcing for a Manager Anaplan Financial Systems that blends deep financial planning & analysis (FP&A) experience with technical Anaplan model building. Ideal candidates will have: 10+ years of FP&A or finance analytics experience Proven success in strategic planning, budgeting, and…
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Near-Real-Time Anaplan → Claude MCP: Any Faster Than Bulk Export + MySQL?
We're looking to feed live or near-live Anaplan data into Claude through MCP, but our current approach — exporting CSV files via the Anaplan Bulk Export API, loading them into MySQL, and querying from there — has a significant lag (hour-long turnaround). Curious if anyone has found a faster path, whether that's through the…
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Automatic log in AnaplanXL
Hello there, we are using AnaplanXL to pull data from 3 different sources into one Excel file. Two of them are Azure SQL data bases and the third is Anaplan itself. Whenever the Excel is opened 3 pop up windows to log in to each data base appear. Until they appear and everything is entered or clicked already 2 minutes are…
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Talent Builder Graduate Mini Resume – Navinya Arumugam
Hi Anaplan Community, I am an Anaplan Certified Professional Model Builder and Talent Builder Graduate actively seeking an entry-level opportunity in Anaplan. HR PROJECT: HR Analytics Dashboard & Workforce Insights Tools: Python | SQL | Power BI | Excel Analyzed employee and workforce data using Python and SQL to identify…
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Would you trust an AI agent to build your next Anaplan module?
If an AI agent could build your next Anaplan module from a plain-language prompt, would you trust it, or would you still rebuild it yourself line by line? Curious to hear how comfortable people would be with AI-generated Anaplan models and what level of validation you would expect before using the output.
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What's the #1 bottleneck in your Anaplan build cycle?
What's the #1 bottleneck in your Anaplan build cycle right now? A. Model documentation B. Onboarding new builders C. Optimizing slow formulas Curious which one takes the most time for your team and how you're currently addressing it.
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The Sales Crediting Journal: From concept to implementation
Author: Dhruv Sabharwal, Certified Master Anaplanner and Solution Architect at Alpha FMC. During Sales Performance Management implementations, I've noticed that teams often spend significant time discussing quotas, territories, and incentive compensation plans, but very little time discussing sales crediting. Yet when…
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Workflow status is not representative
Hi, As mentioned in our ticket CS0040626, according to us, workflow status is wrongly green whenever one of its tasks is failed. We would like a red status of the workflow in this case. Workflow status has be coherent with its task status. Workflows status can only be green when all the tasks succeed. Regards
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ADO: Column Profiling
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: When transforming data with ADO, it's difficult to validate the integrity of the data: Column profiling tools would be useful. It…
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Create a Formula to Reference a User's Model Role
Dynamic cell access can be extremely challenging with long user lists, especially if you want a user's read/write abilities to be dependent on their model role. If we were able to reference a user's model role via a formula, we could create role specific criteria for dynamic cell access.
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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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2.5.8.2 Run Processes to Update Production Data - error message
I am getting this error message, how can I investigate this? Where should I start looking to fix this step so that it can continue ? Any suggesitons are highly appreciated.
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Anaplan Offset Formula is looking for value outside timeranges
Hi, I'm using the OFFSET formula, where a calculated and number-formatted field determines how many previous weeks the formula should look back. Based on this value, it retrieves the corresponding week's data into the output line item. The formula works correctly for some products; however, it fails for others. The issue…
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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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3.4.3 Activity: Create Country Summary Module
Hi All, I am stuck in this exercise almost 2 hour, not able to proceed further. Can anyone please help? I have added line item "Country Made in" SYS08 SKU details module. Now i know that the formula in Safety stock flag count would be 'INV01 Inventory Ordering'.Safety Stock Exception Count[SUM: 'SYS08 SKU Details'.Country…