Recent Discussions

Name: John Volpe Location: Bethlehem, PA Certification: Anaplan Certified Model Builder Educational Background: Bachelor’s Degree in Finance Profile Summary: FP&A professional and Manager with 5+ years of experience in financial planning, forecasting, reporting, and business intelligence. Recently certified as an Anaplan…

I am in the process to transfer a model from classic to polaris. One of the formula is not accepting in Polaris when the system will auto select the current FY. Classic formula is ITEM(Time) = TIME.'Current Period' I've tried every formula I know but Polaris is not accepting it. Any help or suggestions are welcome

When exporting a PDF - the name is always the name of the page as it appears in the app. It would be good if you could configure this so that it recognises the context of what you were exporting, but could supplement this with text. E.g. if you were exporting a board pack, you could select the context of "Europe" and…

Author: Luke Grady is a Certified Master Anaplanner and Solution Architect at Tru Consulting. This article will cover ideas related to metadata within an Anaplan model. Metadata are lists and modules that model builders can create related to the model itself. These metadata provide information about models to stakeholders,…

As part of the FCR Release 2608 update, enhancements were introduced to improve data import performance and ensure correct column data typing for ADO Imports to FCR. Specifically: Schema Correction: Staging tables now properly instantiate numeric columns as float rather than defaulting to string. Performance Optimization…

Anaplan allows users to quickly see cell change history for a given cell, which is great. As a model builder, I'd love to have a similar functionality to easily Show History for line items - formula changes for sure, but ideally also changes in format, dimensions, and summary methods, along with the name of the user making…

Getting Started Authentication Getting the Information Needed for Each Script Uploads Multiple Chunk Uploads Single Chunk Upload Imports Exports Actions Processes Downloading a File Deleting a File Standalone Requests Code and Their Required Headers Get Workspaces List Get Models List Get Model Info Get…

This article is part of a series on Polaris best practices. Click here for more Community content or visit Anapedia for detailed technical guidance. Polaris keeps track of intersections in a model using a dimension index which allows efficient retrieval of cell data even in an extremely sparse model. This index has a limit…

Hello everyone, Could someone explain to me the difference between doing this: And doing that: I'm not sure but I think if we don't tick the list in roles > list, for a user role, the user will not be able to see/view the list. Whereas selective access is to give write or read access to part of the list. Sorry for my…

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…

I would like to reproduce the above stacked column graph in Anaplan, but can't get the labels on the bottom axis to appear in the same way. The best I have achieved is this (I have limited the data selection to make the issue more obvious). I have two columns for each month, but it doesn't show which is forecast and which…

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…

“Rule 2.02-12": Article 2, Chapter 2, and Rule 12 – “No Hardcoding to List Members”. “Avoid direct references to list item. E.g. IF ITEM(list) = list.xx. It goes against SUSTAINABLE elements of PLANS if you wish to go against this rule Here is how it was done in Pre Planual Era: Hardcoding to list items used to be a norm.…

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.

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…

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…

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…

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…

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

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…

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…

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…

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.…

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…

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…

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…

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.

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…

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…

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…