-
June 2026 platform releases and what’s next
Check out the latest Anaplan feature updates and enhancements in our June 2026 official release notes. There you'll find information on: User Experience On-the-fly chart creation CoModeler Optimizer Integration with Workflow Extended runtime Forecaster Workflow Workflow builder undo and redo Batch submission and approvals…
-
Copy an Optimizer action trick
You've built your Optimizer model with an objective and many constraints and variables, and now you want to test some changes to it. Where is the copying button? Many users ask for copying capability, and we're actively working to improve the user experience. However, you can already copy an action using the modeling…
-
Anaplan Data Orchestrator: Virtual Dataset basics
Virtual Dataset basics: Controlled sharing of data across Dataspaces Author: John Carter is a Sr Principal Product Manager at Anaplan. As enterprises expand connected planning across finance, workforce, supply chain, and beyond, the complexity of data orchestration grows rapidly. More data sources, more integrations, and…
-
Event recording available: Managing Hierarchies with Anaplan Data Orchestrator (ADO)
If you missed our spotlight event on Anaplan Community Experience: Managing Hierarchies with Anaplan Data Orchestrator (ADO), a recording is now available! Anaplan experts Stephen Day (Product Manager for ADO) and Jon Ferneau @JonFerneau (Data Integrations Expert, Operational Excellence Group) shared how organizations are…
-
How to approach a user story?
Author: Devrath Ahuja is a Certified Master Anaplanner with over six years of experience in implementing and delivering global Anaplan solutions. As someone starting out on their Anaplan journey, sometimes user stories and the build can feel overwhelming. Have you ever looked at a user story and wondered, “Where should I…
-
Avoiding CSV import errors: Three practical tips for Excel uploads across regions
Author: Ayesha Zoha, Certified Master Anaplanner and Manager at Kearney. One of the most common issues I have found during end user training or UAT is the difficulty in uploading data from an Excel csv. This usually arises because users need to upload small but detailed datasets from existing systems. Even with multiple…
-
Simple but useful UX wins in 2026
Author: Manoj Upadhyay is a Certified Master Anaplanner and Anaplan Lead Consultant at Relanto. Hello Community! The true advantage for our end users is frictionless planning. When the UX is intuitive, users spend less time on figuring out the tool and more time driving business value. These enhancements are about creating…
-
Techniques for Anaplan model optimization (performance + sizing)
Author: Bhanu Chalotra is a Certified Master Anaplanner working with Anaplan community and designing different solutions around FP&A, headcount planning, and ICM. Anaplan is not just about how a model is built — it’s also about how efficiently it runs. This article shares proven optimization techniques to improve model…
-
How I Built It: Period-driven variance reporting
Author: Nizar Cherkaoui is a Certified Master Anaplanner and EPM Manager and Solution Architect at VISEO. In this How I Built It video, I demonstrate how to design period-driven variance reporting in Anaplan when comparison logic is unknown upfront and flexibility is required. Instead of embedding period choices directly…
-
Anaplan Polaris — The power of SUMs
This article is part of a series on Polaris best practices. Click here for more Community content or visit Anapedia for detailed technical guidance. The Polaris engine was built specifically to unlock the ability to build at natural dimensionality, which in many cases results in very high cell counts. One of the fastest…
-
Management Reports - Automating PDFs
Hi, we need to bulk export approximately 150 customer Management Reports as PDFs each month from Anaplan. It involves selecting each customer from the context selector, exporting to pdf and then renaming the file. Currently this is a manual process. Has anyone implemented an automated solution to bulk export Management…
-
Recommended Design for Determining Whether a Source Combination Exists in a Target List
Hello Anaplanners, I'm looking for advice on the best modeling approach for a DCA use case. Scenario I have an input module called "CC-Account Activation". It is dimensioned by: Cost Center (CC) Account Users can select an Activate? boolean to indicate that a Cost Center / Account combination should be activated. I have a…
-
Workflow permissions
Hi, As mentioned on our ticket CS0045337, workflows don't work accordingly the beaviour. If the creator of a workflow quite the company and the workflow is parametred to work with the trigger permission — we always disable the option "Run with origin user" — it has to work, such as cloudworks work. The change of ownership…
-
Custom Subtotal Aggregation That Still Cascades
How I got a subtotal to subtract one of its children — and still roll up correctly to the total — without touching the parent. The problem I had a P&L subtotal — I'll call it Net Other Income & Expense — in a standard list hierarchy. By default, Anaplan sums the children into the parent: Net Other Income & Expense ├──…
-
Reset index of Anaplan List using API
Hi, I want to reset the index of a list using API, not sure how to go about it. I am very new to APIs, I went through Anaplan API docs, however, if someone can help me with the step by step process, or any resources it will be very much appreciated. Thanks
-
11.3.4 Activity: Add Formulas to Profit & Loss Report Module
Hi, I am stuck in trying to get the output of the below: After following the instructions my output is as below. From Jan 25 onwards my fields are empty whilst the desired output above is filled: This if the file i am uploading with both Actual and Budget, however when i upload it does not seem to be uploading the Budget.…
-
Group Workflow Task
Hello Anaplan experts, I have created a workflow template with several group tasks. I have assigned these task to several users. Question: am I understanding correct that a group task is considered complete only when all users have completed it? I have tested and found out that if one user has completed a group task but…
-
Adobe PDF in Workflow
Our report books are currently being run in a workflow. The only available outputs of report books are excel, however, we present to management in PDF format. This creates a lot of manual lift as each report book has to be exported (or emailed) and converted to PDF before sending to the end user and we have upwards of 32…
-
Ability to send Foreach-generated exports as email attachments in Workflow tasks
Hello, I'm submitting a question, or an enhancement request if this doesn't already exist. In Anaplan FCR, the Workflow module currently supports two separate task types: creating files via an export task, and sending emails to non-Anaplan users. My request, which would be very valuable for day-to-day FP&A use, is the…
-
How I Built It: Unlink revision tags
Author: Junqi Xue is a Certified Master Anaplanner and consultant at valantic. When working across multiple models in ALM, it's common to encounter structural changes and revision tags that track updates. These revision tags are critical for synchronizing changes between production and development environments. Not all…
-
Increase Process Status report retain logs for more than 21 days
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: Due to internal audit politics we need to increase the time limit to keep more data in the Process Status report. Unfortunately…
-
FCR: Regarding the availability of the text color change feature in Workflow
When configuring an action task, such as a ToDo task, users can enter freeform text and specify the text color in the Info Text and Description fields. We understand that this feature is intended to allow users to change the text color. However, when the workflow is executed, all text is displayed in black. The situation…
-
Cloudworks : Duplicate names
What could be the rootcause, and how could we fix it ?
-
Today's date
Hi everyone, I'm looking for a way to retrieve the current date (today's date) directly within an Anaplan model, without importing it from another model or module. We're facing an issue because our application is used by teams across multiple regions and time zones. For example, users in one region may have already moved…
-
Line items used as filters in saved views
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: One of the biggest challenges when maintaining large and complex Anaplan models is understanding the impact of changes made to line…
-
2026 certificate maintenance for Certified Master Anaplanners
The 2026 Certified Master Anaplanner Program has begun, and there is incredible opportunity for 2026 Certified Master Anaplanners (CMAs) to demonstrate their thought leadership, technical expertise, Anaplan championship, and mentorship capabilities across the entire Anaplan ecosystem. At their core, a Certified Master…
-
Anaplan 101
I'm currently working on optimizing our business planning processes using Anaplan. Given its robust real-time data integration capabilities, I'm looking for practical solutions to efficiently manage complex planning models across various functions such as finance, sales, and supply chain. What are some best practices for…
-
Support for Dual-Axis Charts in Anaplan UX
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: Currently, Anaplan UX charts support only a single Y-axis. This makes it difficult to visualize two related metrics with…
-
Anaplan API - Python
Hi I wanted to ask whether with the changes in MFA whether there will be any issues continuing to use this python package to manage integrations with Anaplan. https://pypi.org/project/anaplanConnector/
-
Can an email notification be triggered outside of workflow
I would like to trigger an email to a user based on a boolean. Specifically, send an email to an admin when a list needs to be reset. I am aware that WSA gets the notification within Anaplan, however I would like to send notification via email as the Admin is not logged into Anaplan on a regular basis
-
Enabling ALM for an existing live business model
Author: Abhishek Singh, Certified Master Anaplanner & Engineering Manager at ABINBEV. Application Lifecycle Management (ALM) is one of the most valuable governance features available in Anaplan. It allows model builders to make, test and validate structural changes in a Development model before deploying them to…
-
Forecaster Advanced Explainability — time-phased writeback into a Time-dimensioned module: expected
Hi all, I'm using Forecaster's Advanced Explainability export ("Send to Anaplan") and I'd like to confirm the intended behavior and the correct interpretation of the results. Context The Advanced Explainability data form requires a Time dimension, and it writes feature values per period into a target module dimensioned as…
-
Module Security/Restriction in Anaplan XL
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: We have modules which should be accessible on UX but not in Anaplan XL or Excel Add-ins. For example we have employee data which…
-
Bulk Data Change Details in History Log
As a model builder and administrator, it would be a huge improvement if the history log could provide details into Bulk Data Changes. Our company utilizes user imports, and it is very difficult to track down changes when everything is grouped into one line of history. One option is to run history on individual cells of…
-
Dependent Dropdowns
Hi I have set up a Property on a list so that I can filter the list for only certain items in a user filter. I have successfully done this on another list but for the one I am currently working on, the dependent box is unable to be selected. Can anyone guide me as to why this checkbox could be greyed out? Thanks in advance.
-
New Release : Chart from Grid unavailable
Hi, I tried using create chart from a grid, but step 2 is unavailable and grid logo is grey. Any idea why ?
-
Does the Standard Planner license include Workflow access?
Hi everyone, I have a question regarding the Anaplan licenses. If an organization purchases Standard Planner user licenses, do these users automatically get access to the Workflow feature? Additionally, I would like to clarify whether the Workflow capabilities included under this license level are considered "Standard…
-
Which is better for Polaris' performance? SUM or LOOKUP
Hi folks, I was testing which function performs better in Polaris to pull data using a 1:1 mapping. Let me first give you the context: I have a DAT module where many KPI metrics are structured as a Flat List with only one line item (Amount) to store data. Then, I have a CALC module whose line items are also KPI metrics.…
-
workflow
workflow - in a group task of 50 people. each assignees (50 people) has complete task button on the task page. but it doesn't make wait to see all the 50 people hitting complete button, we want anyone out of the 50 assignees to hit the complete button to work for all and push the task to the next step
-
ANAPLAN FCR - Ability to send Foreach-generated exports as email attachments in Workflow tasks
Hello, I'm submitting a question, or an enhancement request if this doesn't already exist. In Anaplan FCR, the Workflow module currently supports two separate task types: creating files via an export task, and sending emails to non-Anaplan users. My request, which would be very valuable for day-to-day FP&A use, is the…