Recent Discussions
Discussion List
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Enhanced Grid interactions in Anaplan’s UX: What’s new in 2026
Authors: Steve Prendergast is a Director, Product Management at Anaplan and Gareth Riley (@GarethR) is a Product Manager at Anaplan. Grids are where the real work happens in Anaplan. Using grids, a planner can drill into a region's forecast, where finance reviews headcount by cost center, where a demo suddenly needs "just…
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Beyond production: Managing the Anaplan model lifecycle
Author: Chandresh Lad is a Product Manager at Anaplan. Every mature Anaplan environment has models that eventually reach the end of their active life. The challenge is knowing what should happen next. As Anaplan environments mature, the number of models naturally grows. New planning processes are introduced, existing…
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Anaplan Analyst: A readiness guide for builders
Anaplan Analyst is a secure, generative AI assistant that leverages our rich, agentic framework to help your team gain deeper insights, accelerate decision-making, and interact using natural language. Modern, Intuitive UX: Ask questions and get real-time answers using natural language. Causal & Diagnostic Analysis: Analyst…
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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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Bidirectional connectivity via Pipelines between ADO and Amazon S3, Azure Blob and GCS
Author: Kira Wagner is a Product Manager at Anaplan. Contributor Kurt Rodegast (@KurtR) is a Sr. Product Manager at Anaplan. Anaplan Data Orchestrator (ADO) now officially supports bidirectional connectivity for Amazon S3, Microsoft Azure Blob Storage, and Google Cloud Storage through Pipelines, significantly expanding our…
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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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Latest enhancements in Anaplan Workflow
Author: Marc Donegan is a Product Manager at Anaplan. Anaplan Workflow can be thought of an indispensable workhorse: numerous teams rely on it to turn a planning process into a series of steps someone can follow, approve, and trust. But a workflow is only as good as the experience of running it and building it. If…
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Building and using Anaplan model metadata
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,…
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Anaplan Polaris — Understanding the Dimension Index Total
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…
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Demystifying automatic deferred tax calculations in Anaplan FCR
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…
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Designing explainable models: Making complex allocations transparent in Anaplan
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…
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The Sales Crediting Journal: From concept to implementation
Author: Dhruv Sabharwal, Certified Master Anaplanner and Solution Architect at Alpha FMC. During Sales Performance Management implementations, I've noticed that teams often spend significant time discussing quotas, territories, and incentive compensation plans, but very little time discussing sales crediting. Yet when…
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Improving planning adoption beyond technology
Author: Pradip Kakade is a Certified Master Anaplanner and Sr. Principal Consultant of Enterprise Solutions at Genpact. Every planning implementation begins with excitement. The business has invested in a new planning platform, requirements are complete, the project team is aligned and go-live is circled on the calendar.…
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Polaris: Increase the 64-Dimension Index Limit
Business Problem & Current Limitation Current State: In our current Polaris implementation, the cumulative dimension index across just five core business dimensions has reached 55. The Constraint: With a hard ceiling at 64, this leaves a headroom of only 9 remaining indexes across the entire workspace/model scope. Direct…
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Anaplan FCR - Ability to filter on import-map warnings within the mapping editor
In the Anaplan FCR map editor, users should be notified when there are validation warnings of already existing entries within a configured map they're attempting to open. More importantly, once the editor is opened, users should have the ability to filter on all rows with warnings. As an additional thought, users should…
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How I Built It: AdHoc Hub Framework
Author: Saurabh Kapoor is a Certified Master Anaplanner and a Technical Lead at HCLTech. Hello Anaplan Community! Thank you for checking out my 'How I Built It' tutorial. In this video, I demonstrate how I built an AdHoc Hub, a self-service integration framework that enables planners to execute data load processes on…
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Tell us what your teammates need from your dashboards
As an Anaplan user tasked with helping your teams better understand their data through your Anaplan UX dashboards, we want to hear more about what your end users tell you. What kinds of visualizations are they are asking you for, what do they struggle with in accessing and understanding your data, and how you resolve those…
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Installing M2Crypto Python Library on Windows Machine for Certificate Authentication
Hi guys, I'm running into a few errors trying to install M2Crypto on a windows machine. I've done a fair bit of research and it seems to be a common problem with the library. Wondering if anyone here has experienced similar issues and resolved them? I'm using Win10(64 bit), Python 3.8 through Pycharm. Pip 20.1.1. I've…
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FCR: Security Profile Access rules do not apply to import task
Within the Security Profile Access we have specified entity access based on roles. This works fine for reporting purposes and for data input via a template. But within our month-end process we have also an import task. This import task ignores any rule defined within Security Profile Access. Please add functionality to…
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September 2026 platform releases and what’s next
Check out the latest Anaplan feature updates and enhancements in our September 2026 official release notes. There you'll find information on: User Experience KPI cards Mobile Zoom and pan KPI Conditional formatting Intelligence CoModeler Analyst Optimizer Disclosure Management Refreshed user interface Anaplan Data…
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Enable Looping in Anaplan Workflow Branches
There are two enhancements that would make Anaplan Workflow much easier to use, especially when dealing with more complex business processes. 1. Ability to loop back to any of the previous steps Currently, we can create branches based on a decision task, but there is no option to go back to an earlier step in the workflow.…
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Level 2 - Sprint 1 - 1.6.3.1 Create DAT04 Distribution Center Parameters Module
For an unknown reason, I always got all the imported items ignored. I don't know why this is happening…
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URL, IP, and allowlist updates
Anaplan provides documentation that lists the domains and IP addresses you can use to connect to our platform in an allowlist. You'll find the most recent version of this information on our Support website: URL, IP, and allowlist requirements. To receive notifications whenever we post updates to these pages, please follow…
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Facing error in uploading the data in 8.5.3 Activity: Import Data into Volume Inputs Module
Hello Friends, If I use Header row 1 and Data row 2. I face this issue with mapping. and if I use Header row 2 and Data row 3, I see this. Could you help me with this?
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8.5.3 Activity: Import Data into Volume Inputs Module
Dear all, I am having trouble importing data with selecting the source for Target No.4 which is REV02 Volume Inputs Line Items. I have tried all options on the drop down menu on the left (refer attachment). Pls advise or comment. Thanks.
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7.2.3 Activity: Import Data into Employee Details Module
When importing data into the SYS08 Employee Details module, my end results looks like the second photo when the goal is the first. I have imputed the correct mapping, and manually mapped the employee detail line items as well as changed the date format to YYYYMMDD. I'm not sure what the error is, I keep getting the error…
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7.2.3 Activity: Import Data into Employee Details Module error
Hi team, Missing out some step data while mapping, data was updated successfully attached screenshot (12error), however data is being uploaded with ignored values. Do I have to make any change in the module section? @noelle_murphy
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7.2.3 Activity: Import Data into Employee Details Module
I can't see the Target items, please help me.
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Anaplan introduces Snowflake Writeback in Pipelines
Author: Kira Wagner is a Product Owner at Anaplan. Snowflake Writeback is now available as a new addition to our integration capabilities. As the first of several planned writeback connectors, this feature is part of the Pipelines functionality in Anaplan Data Orchestrator. It allows you to move transformed and validated…
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7.2.1 Activity: Import Data into Product Details Module Question
Hi there, I am having trouble importing data and I think my mapping may be off. When I get to the Product Details Line Items, there are no selections available. Can anyone advise?
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6.6.4 Activity: Add Time Settings by Year Module
How to do this ? if some one could guide me step by step…thank u
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4.8.2 Activity: Import Data into E2 Employees# List
Hi All, Has anyone completed exercise # 4.8.2 Activity: Import Data into E2 Employees# List? I am not able to procced with this, can anyone j
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Level 1 Lesson 4.6.9 File Mapping Guide
Hi Everyone My import was successful however it doesn't match the guide Here's the result of my mapping Here's the guide Hope to hear from everyone soon!
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4.6.8 Activity: Import Data into E1 Departments List
Using below mapping trying to get to but instead I am getting below, what am I doing wrong? I am actually on Lesson 6.10.2 Activity: Add Formulas to Department Details Module , but because I am unable to import and map the E1 departments lists the correct way I am stuck. Please help.
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4.6.7 Activity: Import Data into P2 Products List
Let me know what am I doing wrong here. getting different result while importing.
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What takes the most time when optimizing an existing Anaplan model?
When you inherit or start optimizing a large Anaplan model, what usually takes the most time? A. Understanding the existing model structure and dependencies B. Finding and optimizing slow or complex formulas C. Cleaning up unnecessary modules, line items, or lists D. Documentation and understanding why certain design…
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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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Anaplan Estate - turning model exports into practical improvements
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…
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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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Introducing Anaplan Toolkit: side panel for model details, exports and model lock tracking
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…
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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…