Recent Discussions
Discussion List
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Is there any way to block the writeback functionality for some users?
I have this problem: I'm creating an AXL report, which will be distributed across members of a department. I need to know if is possible to block the writeback functionality for all members except the owner of the file to avoid accidental updates of data in Anaplan's modules. Thanks!
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No updates on Anaplan XL Reporting formula reference page since April 2026?
The Anaplan XL Reporting formula reference page has not been updated since April 2026. It's missing any reference to the new XL3LookupAsync formula. Can we please have this page updated with all the latest features from XL?
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Inform the user when its password needs to be changed
Dear all, Some times your system refuses us to log in. It seems it is because the password is no longer valid and has to be renewed. However absolutely no information is given to the user. Therefore he/she tries to connect again and again, until he/she thinks "oh, that should be the password that has expired". This is…
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Level 2| Sprint 1| 1.4.3.2 Import Data & Add Formula; Error: Item Not Located in P2 Products Family
The blueprint view screen shot for SYS12 SKU Details is shown below: The P2 Product Flat screenshot is: The P3 SKU Flat screen Shot is: The error detail message is: And the SYS12 SKU Details screenshot is: Any suggestion/advise what I am doing wrong. Thank you.
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Dependent Dropdowns on UX Context Selectors
I've come across this need more than once now so I figured I'd post it here for the Anaplan product team! We have a client who utilizes a primary hierarchy for a core list but developed the need to see the lowest level in that primary hierarchy rolling up to an alternate hierarchy of parent list members. In their Polaris…
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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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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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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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Event recording available: Scaling accuracy and automation with Anaplan Forecaster
If you missed our Anaplan Community Experience event on Scaling accuracy and automation with Anaplan Forecaster, a recording is now available! Anaplan experts Yaniv Dassa, Principle Product Manager @YanivD, Bill Dowling, Principle Platform Adoption Specialist @billdowling, and Shane Betlinski, Principle Architect at…
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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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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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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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Anaplan FCR — Matrix Consolidation: Running legal and management reporting in parallel
Author: Neeraj Agarwal is a Sr. Principal Product Manager at Anaplan. Hello Anaplan Community! If you've ever closed the books once for statutory purposes and then closed them again — manually — to get a segment-level view for leadership, you already know the pain point we're tackling: Matrix Consolidation. This feature…
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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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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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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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Connecting Amazon S3 to an Orchestration Platform
Author: Bhanu Chalotra is a Certified Master Anaplanner and Senior Consultant at Technology Modernization. In most real-world data environments, data doesn't originate in the platform where it's ultimately analyzed or consumed. Instead, it usually lands somewhere first, and more often than not, that "somewhere" is Amazon…
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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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Allow refreshing multiple selected sheets/connections at once (as in the classic Excel plugin)
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 the Excel add-in, refreshing is all-or-nothing: you can refresh a single sheet on its own, or refresh every sheet in the workbook.…
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Build Your First Optimization Models with Ease
Have you ever wondered how to solve massive planning problems with trillions of possibilities at the click of a button? If you have heard of Anaplan Optimizer and are ready to move past theory and see it in action, this session is for you! In this session, you will see: • The Core Elements of Optimization: A quick,…