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February 2026 platform releases and what’s next
Check out the latest Anaplan feature updates and enhancements in our February 2026 official release notes. There you'll find information on: User Experience Board Insights Panel Management Reporting on mobile Custom action buttons on mobile Modeling experience Four digit calendar Forecaster Holiday calendars UX pages…
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On Polaris' Sparsity and Memory Efficiency
According to the Polaris website, it states that the higher the sparsity of the data, the better the memory efficiency. What exactly does this “memory efficiency” refer to? Does it simply refer to the model size?
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Sandbox & Extended Learning Resources for learners
As Anaplan continues to evolve with advanced capabilities especially with recent AI driven innovations like CoModeler, Agent Studio and planning agents there is a strong opportunity to further enhance the learner ecosystem alongside the platform's innovations. One idea would be to introduce sandbox environment, along with…
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Notification Button: Multi selection on Notification action created from UX Page
While configuring Notification button, from UX Page, either we can pre-select all the person need to be notified, or notified based on line item/role configuration. Idea: It would be good if we can let Users choose people who need to be notified, from UI. Like a checkbox based on User list. The user will then check the…
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Best Practice for Formatting Export Headers - Removing List Name Prefix
Hi Community, I'm looking for the standard best practice for formatting column headers in a module export. When I export a list and use one of its properties as a column label (e.g., the property Code), the exported header defaults to the "List Name.Code" format. To create a cleaner and more integration-friendly file, I…
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mapping actual data from its module only occur but cannot mapping forecast &bud in different module
Hi everyone, I’m facing an issue in Anaplan when combining Actual, Forecast, and Budget data into a single line item using IF logic to get P&l I want one calculated line item (revenue) that returns: Actual values in Actual periods Forecast values in Forecast periods Budget values in Budget periods the actual data in single…
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FCR: Remove the Search Pop-Up in the Journal module
In the FCR Journal module, the Search menu always pops up when you first enter the module. This makes no sense when it is likely that the user will want to create a new journal more often than not. Remove the pop up and make create new journal the first option / page and allow the user to select search as an option
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FCR Feature Enhancement: Copy data form when using same as source option
User Feedback: We use the copy data form to delete those unnecessary data in the model. However, we observed that when “Same as source” is selected, the target slicer values do not become blank; instead, they remain displayed in the form. Although the calculation correctly ignores the target slicer values, this behavior…
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Model Bulder Mini Resume - Thiago Liberman Trajano
Mini Resume Name: Thiago Liberman Trajano Location: São Paulo, SP, Brazil Certification: Anaplan Certified Model Builder (Level 1 & Level 2) SCRUM Master Oracle Cloud - Data Science Educational Background: Degree in Economics from PUC-SP Master Degree in Economic Development UNIFESP Professional Master Degree in Data…
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Building a Cash Flow Model
Hi, I have started Building a Cash Flow Model for my Excel Spread Sheet and I need advice on how to decide the structure of my Model. So far I have made Module's made after the Yellow Tabs in my Excel Model and made the Line Items of my Modules the First Columns in my Excel Sheets (The things that I need to calculate and…
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Provide a Native Anaplan Connector for Microsoft Power Automate
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: Anaplan currently does not provide a native connector for Microsoft Power Automate.In our enterprise environment, this is a critical…
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Time summary setting for a line item with "Formula" summary setting.
Hi All, I am currently working on a requirement to cumulate the value of a line item. For this line item I have opted for the Summary method - "Formula" but I dont want the overall total sum for this column; I tried to change the "Time summary" for this line item , but it is throwing me error - Invalid combination of…
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Export Metadata Response Insufficient to Perform Schema Validation
BACKGROUND For my outgoing data integration, I've configured export actions to not include the default list columns so that the csv doesn't contain columns which may be incompatible with BigQuery e.g. `G1 Market# - Display Name`. Instead in the export module, i've replaced these with a dedicated column which has a custom…
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Structure is what makes AI work: Next-generation decision-making in Anaplan
Author: Miki Sato is a Product Manager, Product Management Team (Data Management) at Anaplan. Earlier this week, our CPTO Adam Thier announced a set of AI-driven innovations designed to advance enterprise decision-making. Three products — Custom Analyst, Agent Studio, and CoModeler — are now generally available, and…
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New UX Filtering for Hierarchy sibling
I have A6 as the parent list and two sibling lists: A6.5 and A7. The A7 list includes an attribute that maps to A6.5. In the UX, the user will select A6.5 using a content selector, and the grid (dimensioned by A7) should display only the A7 items associated with that selected A6.5. Since the selector is a page context and…
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How to create a dynamic time list using a numbered list
Author: Tyler Beck is a Certified Master Anaplanner at TBLB LLC, and is currently a Team Lead at CVS Health. Use case A client requests a flat list for time that will change year over year and does not want to manually update the list, and does not want to use native time. Instead of creating a production list to update…
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When loading YTD data in import do not automatically clear the periodic data
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 importing Amount data, the periodic_Amount field is automatically cleared. This should be optional so user has control over…
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Workflow tab
Why I don't have access to the Workflow tab ?
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Data Hub: Will multiple imports and loads at the same time slow it down or lock it?
If two spoke models pull data from the same Data Hub at the same time, will it slow down the Data Hub or cause any locking? Also, if the Data Hub is being loaded/updated with a different set of data while it’s sending data to two spoke models, will that slow down the Data Hub or cause any locking/issues?
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LDAPS Configuration
Hello, I need a way to route authentication credentials through LDAPS instead of LDAP. Customers have made changes in their security departments and now require all communication to go through LDAPS. Initially, we tried blocking the LDAP port, but unfortunately that caused ANAPLAN XL to fail. However, this is such a…
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Running NPV Calculation
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: NPV function in Anaplan gives the final NPV value unlike Excel's XNPV which can be extended to calculate in each period. We had to…
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User Access Management: Part 3 - Practice makes perfect!
If you missed the first two articles in this series, read Part 1 here and Part 2 here. This is a detailed walk-through (and a downloadable link to a practice model!) that you can follow to get started on your UAM journey. Note that the examples here leverage the Bulk API for adding new users to models. If you have enabled…
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Filters on UX Page
Could not enable filters on UX page. Created Planning period Filter and apply filter on column is disabled. Any help on this
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Workflow Template Groupings
It would be great if workflow templates can be grouped by admin, so I can filter on workflows that are related to the overall high-level process.
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Ability to Export Role Access by Page
For access reviews, it would very helpful to have the ability to export a view like below for all roles. The below screenshot shows page access for one particular role. For models with many pages and roles, there is currently no easy way to show access summaries to business owners.
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Anaplan XL Calculations
I am still now to the calculation of Anaplan XL, i would like to get the proportion in terms of value between child vs parent (within the hierarchy) For instance, i want to get the % of each 08S( child) vs the parent value (BL TS), i would like IN general a formula that give the proportion of child vs parent dynamically,…
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Board Insights Panel - Drag and Drop
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: The newly released Board Insights Panel is a great addition to the platform. It would be nice if as a page builder we could take…
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Current page filters and sorts are applied to all pages of multi-page exports
This item has been identified as an outstanding known issue. Issue Setting a current page filter or sort and then exporting this data to file, will apply the current page filter/sort to all pages of the data. Workaround Remove all filters/sorts, export the data, and apply the filters/sorts in Excel --- Internal Reference:…
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Enable Direct Integration Between DocuSign PowerForms and Anaplan
Currently, Anaplan supports integration with DocuSign templates to send documents via email and track signed responses back into the model. However, it would be highly valuable to extend this capability to DocuSign PowerForms as well. The proposed enhancement would allow administrators to publish a PowerForm link directly…
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Create export template for Anaplan users to import using months
Author: Tyler Beck is a Certified Master Anaplanner at TBLB LLC, and is currently a Team Lead at CVS Health. Use case An end user needs to export a template from Anaplan using Months as the time period in columns, and qualitative data in rows. When the template is exported as a CSV file the years in the dates turn to days…