Modeling

Anaplan AI Gateway (“Gateway”) is a supported, governed MCP (Model Context Protocol) interface that connects external LLMs, assistants, and agents, such as Claude, Gemini, and Microsoft Copilot, to your Anaplan models. It lets your teams’ LLM clients query your Anaplan models directly. This means users can ask questions…

You may be considering moving a model into a new Workspace for several reasons. On the surface, a cross-workspace move looks like a simple copy, but the result is a new model with a new model ID. It loses its ALM revision history, and you need to review anything that pointed to the original: integrations, ADO, app pages,…

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Summary: When building Anaplan models, the SUM function is used to add up values that meet one or more specific criteria. Find out how to construct a formula using the SUM function in this short lesson. Course Objectives: By the end of this lesson, you’ll be able to: * Identify source and mapping cross reference data to…

Hi, our users have successfully tested the required functionalities in the UAT environment, and we are now planning to roll out a new Production environment for them. Could you please guide us on the necessary steps and prerequisites for setting up the new Production environment? Thanks in Advance

The idea Please raise the 1 million cell limit for breakback in Polaris, or rework how that limit is applied so it better fits what Polaris is designed for. The problem Polaris lets us build models with many more dimensions than Classic, and sparsity is no longer the constraint it used to be. That is a real strength, but…

Problem In Management Reporting, the number of columns in a Table card is fixed when the card is created. When a dynamic filter returns a different number of items (e.g. fiscal years depending on the selected Version), the card does not adapt: If the card was created with few columns, additional items (e.g. FY29) never…

Greetings, Product Management People! This support article from nearly a year ago alluded to Dynamic Bulk Copy coming soon! https://product.anaplan.com/supercharge-your-model-building-efficiency-with-anaplans-upcoming-modeling-features-53955fd1-9330-4aaa-b145-484ad733afc3 The screenshot shows the option to select the…

Season's greetings all. I don't know why I am wrestling with this formula as it seems straight forward but it does not appear to be working correctly. My line item formula is as follows; 'INV01 Inventory Ordering'.Safety Stock Exception Count[SUM: 'SYS08 SKU Details'.Country Made In] Is there a logic context error here…

Has anyone tried using Ratio Summary against two dimensions in Classic? I have managed to get it working on Polaris before but for some reason doesn't want to do it in Classic

I am creating a balance sheeting planning in Anaplan with a list below. For "Net Assets" line, how do I make it "Assets" - "Liabilities" instead of sum of assets and liabilities

Author: Austin van der Linden is a Certified Master Anaplanner and Senior Model Builder at Hubspot. Hello Anaplan Community! In this 'How I Built It' Tutorial, I show how you can build functional P&Ls using line item subsets as a mapping tool. One of the cool functionalities provided with line item subsets is that you can…

Idea Description As a model builder, I want dependent dropdown rules to be enforced consistently across all data-entry methods, so that users cannot enter values that would otherwise be unavailable through the configured dropdown selections. Example of Enhancement I'll know this is successful when values that do not meet…

This question may have been asked and answered before, but I’d appreciate your thoughts on the following scenario. If a Flat List is used as the rows in a module, is it possible to apply formulas to specific rows within that list? In the example below, Revenue and COGS are pulled from a DAT module by using a SYS module…

Hi everyone, I have a custom list that represents versions. Users need to be able to see all versions in UX pages and reports, but one specific version (Version 1) should be read-only. The problem is that when users run an import action, the action opens a dialog where they can select the version from a dropdown. Even…

As an Anaplan model grows, modules can gradually accumulate more line items, formulas, and business logic. At some point, splitting a module into smaller ones might make it easier to maintain, but it can also introduce additional dependencies. I'm curious how other modelers decide when it's time to split a module rather…

Author: Josh Baker is the Head of Finance Operations and Transformation at PJT Partners, Master Anaplanner and Workday Financials – Pro. Currently leads accounts payable, accounts receivable, expense, and finance transformation. Reporting is not actionable or intuitive Most finance operations teams have the same problem,…

Hi everyone, couple questions here: I’m building an Actual vs. Budget P&L reporting model in Anaplan and would appreciate advice on the best structural approach. I’ve attached a screenshot of the desired layout. The report needs P&L items as rows, and the following as columns (line items): Actual Budget Variance $ Actual %…

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.…

Hi Community, I have a module dimensioned by L3 (Category) and need to display the values in a module dimensioned by L4 (Items), where L4 rolls up to L3. Example: Category 1 = 10 Category 2 = 20 Category 1 ├─ Item 1 └─ Item 2 Category 2 ├─ Item 3 └─ Item 4 Expected result: Item 1 = 10 Item 2 = 10 Item 3 = 20 Item 4 = 20…

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…

Hi everyone 👋 If you build or maintain Anaplan models, you've probably hit the same walls I kept hitting. Some basic questions about a model's structure have no single screen to answer them. You end up clicking through modules and pages one by one, or writing API scripts just to get a list. These were the gaps that…

Hello Anaplanners, I need some guidance on how to edit the Hierarchies in the MFP - General Lists. The requirement is Rename the Level Use more Levels in the model (current model uses 4, want to use 6) The screenshot for the same is attached below for your reference. Selective access and Production Data are checked.…

Currently, selective access write permissions must be granted to a parent item for end users to modify an item's subset membership. In the case of a flat list, the items do not have a parent, which means users cannot modify the inclusion of these items in the subset. This has created challenges within my organization, as…

I have a model calendar with current year set to FY27 which runs from Apr-26 to Mar-27 with one previous year and one future year i.e. FY26 (Apr-25 to Mar-26) and FY28 (Apr-27 to Mar-28). I have setup a current year time range with 1 year with Apr-26 to Mar-27. Now when I change the model calendar FY setting to start from…

Hi everyone, I'm building an Actual vs. Budget P&L reporting module in Anaplan using a Line Item Subset (LIS) to display the P&L items. I would like to extend my report to include three additional columns under a "% of Revenue" section: Act % = Actual amount / Actual Revenue Bud % = Budget amount / Budget Revenue % Var =…

Author: Sayontan is a Certified Master Anaplanner and EPM Director responsible for growing US GenXAI. He has been working on the platform since 2013 and has experience across all domains of Anaplan solutions — Finance, Sales Performance & Supply Chain. He is also PMP certified and operates as Supply Chain SME. In a…

Greetings, fellow Anaplanners. I’ve always wanted something that could take thousands of line items and help me work out where to start improving a model. So I built it. It’s called Anaplan Estate. Give it your Line Items and Actions exports, and it brings optimisation findings into an action plan, with evidence and…

Direct source integration​- Connects directly to source systems, removing theintermediate Data Hub model as a staging layer. Cutsdown the need for ESB for some jobs (i.e. Snowflake &AWS S3), not all.​ Transformation inside Anaplan​ -Data transformation and ETL activities run natively inADO — no external tooling or…

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…