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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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Copy an Optimizer action trick
You've built your Optimizer model with an objective and many constraints and variables, and now you want to test some changes to it. Where is the copying button? Many users ask for copying capability, and we're actively working to improve the user experience. However, you can already copy an action using the modeling…
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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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How to approach a user story?
Author: Devrath Ahuja is a Certified Master Anaplanner with over six years of experience in implementing and delivering global Anaplan solutions. As someone starting out on their Anaplan journey, sometimes user stories and the build can feel overwhelming. Have you ever looked at a user story and wondered, “Where should I…
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Avoiding CSV import errors: Three practical tips for Excel uploads across regions
Author: Ayesha Zoha, Certified Master Anaplanner and Manager at Kearney. One of the most common issues I have found during end user training or UAT is the difficulty in uploading data from an Excel csv. This usually arises because users need to upload small but detailed datasets from existing systems. Even with multiple…
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Setting formula summary method on a ragged hierarchy to display on org charts
Authors: Upali Wickramasinghe, Certified Master Anaplanner and Principal Solution Architect at Zooss Consulting in Australia; co-authored by Andrew Petersen, Senior Consultant at Deloitte Australia. We were presented with a use-case to utilize the Anaplan Hierarchy Charts to display an organizational structure with some…
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Simple but useful UX wins in 2026
Author: Manoj Upadhyay is a Certified Master Anaplanner and Anaplan Lead Consultant at Relanto. Hello Community! The true advantage for our end users is frictionless planning. When the UX is intuitive, users spend less time on figuring out the tool and more time driving business value. These enhancements are about creating…
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Techniques for Anaplan model optimization (performance + sizing)
Author: Bhanu Chalotra is a Certified Master Anaplanner working with Anaplan community and designing different solutions around FP&A, headcount planning, and ICM. Anaplan is not just about how a model is built — it’s also about how efficiently it runs. This article shares proven optimization techniques to improve model…
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Anaplan Polaris — The power of SUMs
This article is part of a series on Polaris best practices. Click here for more Community content or visit Anapedia for detailed technical guidance. The Polaris engine was built specifically to unlock the ability to build at natural dimensionality, which in many cases results in very high cell counts. One of the fastest…
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User Time Selection - Missing FY27 on some pages
Hi, on my model i have FY27 included in the User Time Selection and it's visible as per below. however on some Modules it's only FY & FY26 despite FY27 being available as a dropdown. any suggestions? thanks
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9.2.5 Activity: Add Formulas to Price Growth Rates Staging Module
Hi, I'm unable to add in the 5% into the REV04 Price Growth Rates, so that it feeds into REV05, first snip is me, this is how it's meant to look …. REV04 must be wrong, but I can't figure out why i can't add in the figures in. thanks
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Chart with secondary axes, and different types
I am fairly new to Anaplan reporting, I might not yet know of a workaround, For various reports we might want to plot different measures with different scales. For instance the evolution of a population having a car and a percentage of said population. I would imagine a column graph for the population, and a line for the…
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Native function for Date & TimeStamp
Hi, is there in Anaplan the possibility to retrieve current time (date and time)? I know that now this is possibile only via integrations, but I will need to know if there is a native function.
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Integration Process Execution Access - Which Access Takes Precedence?
We have an Integration Process in Anaplan CloudWorks created by User X - No WSA (originally Full Access with top-level Selective Access, now changed to Planner Read Only with Selective Access unchanged) and scheduled by User Y - with WSA , who also created the Integration Flow. Internal (Full Access) is enabled within the…
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【2026年6月】プラットフォームアップデート
User Experienceの機能強化 ・リアルタイムでのチャート作成 Workflowの機能強化 ・ワークフロービルダーの「元に戻す／やり直し」 ・一括送信および承認 ・意思決定タスクのフィードバック CoModelerの機能強化 ・機能拡張 Optimizerの機能追加 ・ワークフローとの統合 ・実行時間の延長 Forecasterの機能強化 ・新しい統計手法の導入 セキュリティとテナント管理 ・新規ユーザー アクティベーション メールの強化
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Register for our July 29 platform release webinar!
Anaplan's next quarterly platform release webinar will be held July 29, 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 new…
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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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Conditional Formatting on Booleans
As a model Builder I would like to use Booleans as a Basis for Conditional formatting. For example. I have a Boolean/ Checkbox which indicates that not all fields in a new Item/ setting has been filled. I would like to be able to use that boolean directly instead of reverting to a number. The advantage would be to save on…
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Expand and collapse items in a grid
As an mobile builder and as an end-user I want to expand and collapse hierarchy rollups and line item summaries So that I can more easily consume grid data.
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Management Reports - Automating PDFs
Hi, we need to bulk export approximately 150 customer Management Reports as PDFs each month from Anaplan. It involves selecting each customer from the context selector, exporting to pdf and then renaming the file. Currently this is a manual process. Has anyone implemented an automated solution to bulk export Management…
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Recommended Design for Determining Whether a Source Combination Exists in a Target List
Hello Anaplanners, I'm looking for advice on the best modeling approach for a DCA use case. Scenario I have an input module called "CC-Account Activation". It is dimensioned by: Cost Center (CC) Account Users can select an Activate? boolean to indicate that a Cost Center / Account combination should be activated. I have a…
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Workflow permissions
Hi, As mentioned on our ticket CS0045337, workflows don't work accordingly the beaviour. If the creator of a workflow quite the company and the workflow is parametred to work with the trigger permission — we always disable the option "Run with origin user" — it has to work, such as cloudworks work. The change of ownership…
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Custom Subtotal Aggregation That Still Cascades
How I got a subtotal to subtract one of its children — and still roll up correctly to the total — without touching the parent. The problem I had a P&L subtotal — I'll call it Net Other Income & Expense — in a standard list hierarchy. By default, Anaplan sums the children into the parent: Net Other Income & Expense ├──…
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Reset index of Anaplan List using API
Hi, I want to reset the index of a list using API, not sure how to go about it. I am very new to APIs, I went through Anaplan API docs, however, if someone can help me with the step by step process, or any resources it will be very much appreciated. Thanks
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11.3.4 Activity: Add Formulas to Profit & Loss Report Module
Hi, I am stuck in trying to get the output of the below: After following the instructions my output is as below. From Jan 25 onwards my fields are empty whilst the desired output above is filled: This if the file i am uploading with both Actual and Budget, however when i upload it does not seem to be uploading the Budget.…
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Group Workflow Task
Hello Anaplan experts, I have created a workflow template with several group tasks. I have assigned these task to several users. Question: am I understanding correct that a group task is considered complete only when all users have completed it? I have tested and found out that if one user has completed a group task but…
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Adobe PDF in Workflow
Our report books are currently being run in a workflow. The only available outputs of report books are excel, however, we present to management in PDF format. This creates a lot of manual lift as each report book has to be exported (or emailed) and converted to PDF before sending to the end user and we have upwards of 32…
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Ability to send Foreach-generated exports as email attachments in Workflow tasks
Hello, I'm submitting a question, or an enhancement request if this doesn't already exist. In Anaplan FCR, the Workflow module currently supports two separate task types: creating files via an export task, and sending emails to non-Anaplan users. My request, which would be very valuable for day-to-day FP&A use, is the…
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Increase Process Status report retain logs for more than 21 days
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: Due to internal audit politics we need to increase the time limit to keep more data in the Process Status report. Unfortunately…
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FCR: Regarding the availability of the text color change feature in Workflow
When configuring an action task, such as a ToDo task, users can enter freeform text and specify the text color in the Info Text and Description fields. We understand that this feature is intended to allow users to change the text color. However, when the workflow is executed, all text is displayed in black. The situation…
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Cloudworks : Duplicate names
What could be the rootcause, and how could we fix it ?
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Today's date
Hi everyone, I'm looking for a way to retrieve the current date (today's date) directly within an Anaplan model, without importing it from another model or module. We're facing an issue because our application is used by teams across multiple regions and time zones. For example, users in one region may have already moved…
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Line items used as filters in saved views
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: One of the biggest challenges when maintaining large and complex Anaplan models is understanding the impact of changes made to line…
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2026 certificate maintenance for Certified Master Anaplanners
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…
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Anaplan 101
I'm currently working on optimizing our business planning processes using Anaplan. Given its robust real-time data integration capabilities, I'm looking for practical solutions to efficiently manage complex planning models across various functions such as finance, sales, and supply chain. What are some best practices for…
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Support for Dual-Axis Charts in Anaplan UX
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: Currently, Anaplan UX charts support only a single Y-axis. This makes it difficult to visualize two related metrics with…
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Anaplan API - Python
Hi I wanted to ask whether with the changes in MFA whether there will be any issues continuing to use this python package to manage integrations with Anaplan. https://pypi.org/project/anaplanConnector/
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Can an email notification be triggered outside of workflow
I would like to trigger an email to a user based on a boolean. Specifically, send an email to an admin when a list needs to be reset. I am aware that WSA gets the notification within Anaplan, however I would like to send notification via email as the Admin is not logged into Anaplan on a regular basis
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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…