Recent Discussions
Discussion List
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Did you know about Anaplan FCR's Drillthrough feature?
Author: Werner Priels is Product Manager at Anaplan, focusing on Financial Consolidation. When managing multiple data interactions in Anaplan FCR, having a clear and transparent audit trail is not just a nice-to-have; it's a necessity. The out-of-the-box drillthrough feature is a powerful tool that provides deep insight…
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【2026年8月】プラットフォームアップデート
Workflow の通知機能強化 ・通知タスクのメールカスタマイズ CoModelerの機能強化 ・AI基盤のAWS移行 ・会話継続性の改善及びチャット履歴ダウンロードの日本語対応、モデル参照範囲の拡充 UX Pageのレイアウト/アクションの機能追加 ・メインキャンバスとInsightsパネルの間のカード移動 ・グリッド行の展開・折り畳み(Web・モバイル) ・Data Orchestrator アクションの強化 ADOの機能強化 ・連携先の拡張/パイプライン運用の改善 Anaplan XL の機能強化 ・Excel連携における処理性能/互換性/安定性の改善
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OEG Best Practice: UX transition: Overview of the U.S.E.R. methodology
Looking at transitioning from Classic to UX? The U.S.E.R. methodology can be your guide in this journey. Follow these four steps to facilitate your adoption of the UX: Understand The goal with understanding is to build a vision for the UX in your company and empathize with users and address their challenges. This is…
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Ran into two issues this morning with selective access, and no items available for selecting
Hello, One of my models is generating this issue: "PLANNED Position # has selective access enabled and you may not have been granted access to any items." When I try to adjust the selective access, it then says "no items to select". I'm unsure what caused this issue and how to correct it. Any help sincerely appreciated.…
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Lack of Page Builder Access Stymies Level 2 Training for Dynamic Cell Access
Hello there, I just had the most unenjoyable experience in speaking with someone from the Academy tech support. Level 2, Dynamic Cell Access 2.4.5 has a model to download. Seems simple enough. However, what they fail to remind you in the training video or anywhere on the screen, is that if you don't have the Page Builder…
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FCR Release 2608.3 Advisory: Notice of recent changes
Please take note of the following changes in our latest 2608 release: Multi-dimensional calculations now require valid rules. As of 2608, the multi-dimensional calculation process no longer runs when invalid rules are present - for example, a rule referencing an invalid member (one that no longer exists in the dimension).…
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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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MFP - Unable to View the LRP Plan
Hello All, The modules in the MFP model (DAT010 - Retail Based Historical Actuals, DAT020, DAT030, DAT040, DAT050, and DAT060) are already available, and the data for the different plans has been loaded. However, when I open Page 5000 - Seed Long Range LRP and select Seed Selection = LY, the following metrics are not being…
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Does Anaplan XL offer a free trial?
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!
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Help with developing a formula for an employee longevity report
Does anyone have advice on building a formula that properly calculates longevity for employees that includes an escalator based on their job effective date? I have everything built in the model but I cannot figure out how to get it to include the increases. Assuming someone is paid 20 dollars per month for every 2 years…
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The Decision Contract, Part 2: Translating better decisions into better Anaplan design
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,…
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Polaris: Line Item Subsets cause severe size leakage
We have discovered that Line Item Subsets cause unexpected behaviour in Polaris: their mere existence adds significantly to model size and calculation demand. This overhead is undocumented (it appears in neither Anapedia nor the Planual) and is not visible to the model builder during building. The only way to detect it is…
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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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Anaplan AI: Give it full model context to stop invalid formula suggestions
Problem: Co-modeler often suggests formulas that don't work - invalid syntax, or timeouts requiring manual copy/paste that still fails. This forces users to debug the suggestion and explain the model's structure back to the tool (often having to leverage another AI like Chat or Claude) instead of just applying a working…
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Anaplan Analyst performance on large, sparse models
Has anyone tested Analyst’s response quality/speed on large, sparse models (think 10+ dimensions, millions of line items)? Wondering if there’s a practical ceiling before it starts timing out.
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The Decision Contract, Part 1: A better starting point for Anaplan design
Steven Barry is a Certified Master Anaplanner and Connected Planning Sales Lead at Kearney. This is the first article in a two-part series on using a decision contract to improve Anaplan solution design. Part 1 introduces the concept and explains how it can help teams clarify the business outcome before they begin…
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Remove prefixed quote for text in Anaplan XL
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?
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Anaplan Polaris – Natural Dimensionality
This article is part of a series on Polaris best practices. Click here for more Community content or visit Anapedia for detailed technical guidance. Natural dimensionality defined Natural dimensionality can be defined as the inherent and most appropriate number of dimensions (aka “lists”) needed to accurately represent a…
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Conditional Formatting on Bar Charts
Is there a way to add a conditional formation on bar charts? I need to show past months in one color and future months in another color. I have the logic created and it's working fine on a grid but cannot make it work on a bar chart. Thanks
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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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Is there a way to turn off the Show Comments Summary panel in UX pages with Comments?
This shows all comments across all data to all users with access to the UX page. This is not appropriate for any UX which might contain security access sensitive data. Comments on grids and cards ARE security dependent. That works fine. But anyone with access to the page can open this Summary Panel and see ALL comments…
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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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Pivoting line items to the context selector in UX is exposing all line items from the backend module
When a line item is pivoted from rows or columns to the context selector on UX, it always shows all line items in the module in context selector, regardless of whether it is Classic or Polaris. This exposes all backend line items in the module.
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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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AXL Reporting - Query Rendering Logic - Check Suppression First
AXL Reporting has suppression options to suppress rows and columns but the problem is that these settings are AFTER query rendering. In example below there are only 15 rows of filled data but the query indicates a huge number of cells are needed. The enhancement needed here is to first check user suppression settings on…
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FCR - User update via import
In FCR users can be created using an import file. But once user is created it is no longer possible to import changes on users. Being able to import all user at once (all or some) to update their properties (except ID) instead of changing them all manually would be a great improvement.
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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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FCR - Consolidation rules : change account manually
Hello, On FCR, before the last release around 22 september, in the consolidation rule we could change account and movement manually. Now if there are no account fill, we can manually fill one but if an account is already fill we can't. We have to use the magnifying glass and select the account. It is a huge waste of time.…
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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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Could someone help to get the workspace URL
Need a guidance on setup perspective
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Upcoming Events
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Streamlining business processes with Workflow
Join Anaplan experts for a practical deep dive into how Anaplan Workflow helps organizations streamline business processes, eliminate operational bottlenecks, and automate planning approvals at scale. This session will explore how structured workflows direct stakeholders to the right task at the right time, helping…
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Community Challenge Recap: Enhanced board layouts
Join us for our Community Challenge Recap where we'll dive into the creative and innovative ways members are using the enhanced board layout features. Our guest host, Anaplan's Platform Adoption Specialist, Seb McMillan, will showcase the best submissions from September’s Community UX Challenge. This is your opportunity to…
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User Experience Design Thinking
The quality of the User Experience is crucial for the successful deployment of your Anaplan applications Whether designing a new application or re-imagining an existing one, the approach you take can make the difference between an OK experience for your users and a great one. Join Anaplan experts for a deep dive into how…
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Anaplan Quarterly Customer Platform Release
Anaplan's next quarterly platform release webinar will be held October 28, 2026 at 8:00 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 live demonstrations to help you get the most out of new features and…