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Dynamic Time Filters and Dynamic Line-Item Filters
Author: Hanwen Chen: Certified Master Anaplanner and Professional Services Sr. Manager at Anaplan. Dynamic Time Filters and Dynamic Line-Item Filters are common features in Anaplan models that provide users with greater flexibility when viewing reports. Dynamic Time Filter A Dynamic Time Filter allows users to select the…
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Tell us about your ultimate Anaplan dinner party — Community Q&A Challenge
Ready for something a little different? Today we are kicking off a brand new, lighthearted challenge just for fun! We want to celebrate the connections that make this Anaplan ecosystem so great. You are curating the ultimate Anaplan Community dinner — bringing together people who inspire, challenge, and elevate the…
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Structured reporting in your pocket: why management reporting on mobile is a game-changer
Author: Amrita Gopalakrishnan is a Product Manager at Anaplan. Decisions do not wait until you are back at your desk. In today’s fast-paced corporate landscape, executives, directors, and field managers are constantly on the move - traveling between sites, heading to board meetings, or catching flights. Yet, traditional…
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July 2026 platform releases and what’s next
Check out the latest Anaplan feature updates and enhancements in our July 2026 official release notes. There you'll find information on: User Experience Board layout enhancements Grid row level expand/collapse CoModeler Edit existing import data sources through conversation Create list import actions from file type data…
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The model lifecycle: Managing Anaplan workspaces for long-term success
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…
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Anaplan Data Orchestrator Virtual Datasets — use cases
Author: John Carter is a Sr Principal Product Manager at Anaplan. Organize, share and control access to sensitive data In our previous article here we focused on the basics of Virtual Datasets, what they are, where they are found in the Anaplan Data Orchestrator (ADO) UI, how a Virtual Dataset is defined, how it can then…
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Demystifying the "Unallocated Difference" feature in Anaplan FCR
Author: Grégory Ponce is a Senior Principal Product Manager at Anaplan. Hello Anaplan Community! Today, we are diving into a game-changing feature in Anaplan FCR: the Unallocated Difference management. If you deal with financial consolidation and reporting on a daily basis, you know how tedious managing multi-dimensional…
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Announcing the new bidirectional Databricks connector for Anaplan Data Orchestrator (ADO)
Author: Reena Sethy is a Director, Product Management at Anaplan. We are excited to announce the official release of our new bidirectional Databricks connector within Anaplan Data Orchestrator (ADO). This release provides data integration between Databricks and Anaplan, giving users seamless read and write capabilities…
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Say goodbye to inbox overload: how batch approvals transform planning cycles
Author: Dave Waller, Principal Product Manager at Anaplan. As organizations grow, so does the volume of planning decisions. Re-forecasting headcount, adjusting regional sales promotional budgets, or approving operational expenses can quickly scale from a handful of decisions to hundreds or thousands of individual requests.…
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Declutter your planning: A leader's and builder's guide to the new Board Insights Panel
Author: Steve Prendergast is the Director, Product Management at Anaplan. In the world of enterprise planning, clarity is everything. When you're reviewing high-level data and making critical business decisions, the last thing you want is a cluttered dashboard that distracts from the core metrics. That's why we're thrilled…
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Designing Anaplan import actions: clear vs update-only
Author: Sripriya Rao is a Tech Lead at Prudential Financial and an Anaplan Solution Architect. How to choose safe, predictable behavior for file and model-to-model imports Quick takeaway Use “Only update imported cells” for delta/partial sources and most automated runs. Use “Clear target prior to import” only when the…
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Redesign your organization in seconds: A leader's and builder's guide to the new hierarchy chart
Author: Steve Prendergast is the Director, Product Management at Anaplan. In modern business, change is constant. Departments restructure, sales territories split, and product lines evolve. Yet for most planning teams, reflecting these changes in a traditional planning tool has historically been a slow, rigid, and highly…
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How I Built It: Process logging
Author: Karim Bhaidani is a Certified Master Anaplanner & Transformation Director at Spaulding Ridge. In this 'How I Built It' video, I demonstrate how to build Process Logging in Anaplan to enable non-workspace admins to view a summary of the most recent hour and date any process ran within the model on a front end…
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How I Built It: Anaplan accessibility — Navigating the Anaplan UX using hands-free tools
Author: Mitch Aist is a Certified Master Anaplanner and Senior Solution Architect at Anaplan. In this episode of ‘How I Built It’, Master Anaplanner Mitch Aist shows us how to use the Anaplan UX hands-free using voice dictation and command software, Dragon Naturally Speaking. ‘How I Built It’ video Timestamps 0:00 – Intro…
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Sleek reports on small screens: how to configure management reporting on mobile
Author: Amrita Gopalakrishnan is a Product Manager at Anaplan. With the February 2026 release of Management Reporting on mobile, Anaplan page builders can now deliver beautiful, structured report pages directly to smartphones and tablets. Crucially, this requires zero additional mobile-specific page configurations. Any…
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Using Workflow to schedule Optimizer actions
After building your shiny new module and Optimizer action, you might be thinking, “Now do I really have to remember to press the button every single time?” Many clients want the flexibility to schedule their actions, whether it’s running an optimization with each new demand update or setting up jobs to run automatically…
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Configuring batch approvals: a step-by-step guide for Workflow administrators
Author: Dave Waller, Principal Product Manager at Anaplan. Managing high-volume operational plans often introduces administrative friction. When an organization scales its planning cycles to handle hundreds or thousands of individual budget, headcount, or promotional requests, processing them one by one is highly…
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How I Built It: ADO and Snowflake data integration
Author: Andre Lie is a Certified Master Anaplanner and Manager at Alpha Alternatives. In this ‘How I Built It’ video, I demonstrate an end-to-end bidirectional integration between Anaplan Data Orchestrator (ADO) and Snowflake. The integration highlights how ADO acts as a centralized orchestration layer that manages and…
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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…
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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…
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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…
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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…
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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…
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How I Built It: Route planning
How I Built It: Route planning — The “Traveling Salesman Problem” This ‘How I Built It’ video presents an Anaplan model that simulates a simplified “Traveling Salesman Problem” by using a fixed set of five cities and generating all possible route combinations. Users input a list of cities, and the model systematically…
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How I Built It: Workflow-centric approach to designing Anaplan projects
Author: Damien Bouquier has been a Certified Master Anaplanner for 5+ years and has developed solutions across a wide range of industries for FP&A, supply chain, and sales operations planning use cases. Shifting gears: From dashboard-centric to workflow-centric applications Are your users getting lost in a sea of…
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FCR Freeze panes at different zoom, other that 100%
Dear All, With freeze panes, when using the zoom in the browser at other rate than 100%, lines are not correctly aligned if on a schedule we use some fixed columns. See below, with 100% zoom : and when using at 75% zoom : This a real problem for users who need to enter data in large templates. Every users are facing this…
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How AI found my Polaris model's breaking point in an hour — a job that would have taken 60
Author: Vamshidhar Reddy Peesari is an Anaplan Solution Architect in the BI Planning Center of Excellence, specializing in large-scale Polaris models and model governance. If you build on Polaris, you live with the number 64. The Dimension Index Total — the sum of the index scores of every dimension on a line item — is the…
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Expand/collapse for hierarchies on columns and line items
The new expand/collapse functionality for hierarchies on rows is a great improvement! It would be helpful to have the same functionality when a hierarchy is pivoted to the columns. This would give users more flexibility in how they structure a view while still being able to hide or show detail. It would also be useful to…
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Workflow Templates Organization
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: In our company, we work a lot with Workflow templates for different models and different time periods. It doesn´t make sense to have…
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Add an Option to Change the Module Name “Style” for Better Visibility
It would be helpful if we could change the Module Name “Style” setting to improve visibility, similar to the Line Item “Style” setting.
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Add Time Scale Selection When Creating a New Module
It would be helpful if users could select the time scale (e.g., Year, Quarter, Month, Day) when creating a new module.
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Account not activating
I registered for the Talent Builder program and gained access to it on Anaplan Academy. I also received an email from Anaplan to activate my account (I am assuming it was for workspace practice). But I am not able to set a password and activate my account using this link, as it returns an "Invalid Link" error after…
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Case Study: Anaplan model performance and size optimization
Author: Pranjal Agrawal is a Certified Master Anaplanner and a Senior Anaplan Consultant at Hinduja Global Solutions Limited (HGS). The challenge I was working for a client who at the start of their fiscal year introduced some new functionalities in Anaplan. They initially estimated that the additional data flowing in for…
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Test and Validate Anaplan Formulas Before Applying Them to a Model
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: Model builders often need to test formulas before adding them to a live calculation module. Today, testing typically requires…
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【2026年7月】プラットフォームアップデート
User Experience の機能強化 Board Layout 機能強化（背景削除・色付け機能、1行当たりのカード最大数の拡大、カード複製、カード間のスペース設定） UX Page 操作の機能追加（階層化されたデータの折り畳み機能） CoModelerの機能強化 会話形式のような自然な言語で操作可能な範囲の拡張 Workflowの機能強化 タスク監視能力の向上 ADOの機能強化 連携先・共有先の拡張 データ品質向上のためのチェック機能・データ変換の機能の強化 Anaplan XLの機能強化 Excel連携における処理性能強化 操作性・運用管理の改善
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Access to workspace- Talent Builder Program Enrollment (Independent Learner)
Hello Everyone, Does anyone know how I can confirm the status of my application for the Talent Builder Program? I’ve been following up via email, as I haven’t yet received confirmation of my acceptance or information about the next steps, approximately three weeks after submitting my application and completing the required…
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Work Space Access
I have got Level 1 module course access. Can any one guide me when do i need work space access or do i need to raise any request to get work space access ?
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How I Built It: Classic vs. Polaris — a dimensions-first approach to module design
Author: Valeria Sicuro is a Certified Master Anaplanner and Professional Service Consultant at Bedford Consulting. In this ‘How I Built It’ video, I demonstrate how dimensionality decisions impact model design in Anaplan, and how the same business requirement can lead to different implementations depending on whether you…
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Summing over time period and list item
Hi, I am struggling to return any values and wondering whether this is even possible? I have created a fake Period End list and can determine according to the day in the time module (ACC04) what the Period End should be. I then created another module dimensioned by Period End and summed Day in Office but its coming up as…
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Change row height for Summary levels.
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 having pictures shown in a line item in the new UX, the summaries levels all take the same height as the lowest list item, even…
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Conditional Formatting on Booleans
As a model Builder I would like to use Booleans as a Basis for Conditional formatting. For example. I have a Boolean/ Checkbox which indicates that not all fields in a new Item/ setting has been filled. I would like to be able to use that boolean directly instead of reverting to a number. The advantage would be to save on…
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Support for Custom Dimensions in CYNI and Retained Earnings Roll-Forward Without Data Loss
Dear Anaplan Product Team, I would like to suggest an enhancement regarding the consolidation process when a model requires "double consolidation" (e.g., consolidating by the standard 'Entity' dimension alongside a custom dimension, such as 'Business Unit'). Currently, we face a structural limitation regarding how the…
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Change ADO Source Dataset module
We have 80 ADO source datasets currently sourced from our DEV Anaplan model, with 80 transformation views, 20 consolidated transformation views, and 20 Snowflake outbound pipelines. When we move to PROD, is there a supported way to repoint the existing Anaplan source datasets from DEV to the equivalent PROD model while…
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AnaplanXL Difficulties
Has anyone found success using Anaplan XL with Polaris models in a shared drive with or without concurrent users? My team has experienced a variety of errors, login failures, etc. sometimes it works, sometimes it doesn't. We've been recommended to save and edit files locally, which helps but certainly with its limitations…
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Notification Feature: Display Number of Rows Updated in Outbound Data Orchestrator Workflow
Idea: It would be very helpful if Anaplan Data Orchestrator could send a notification or display a message indicating the number of rows that were updated, inserted, or exported when running an outbound workflow. Why this matters: Currently, after running an outbound workflow, there is no immediate feedback on how many…
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ADO, TR VIEW Concatenation
I am working with Anaplan Data Orchestrator (ADO) and trying to transform uploaded data by adding a new column and concatenating several columns to create a unique key. However, some cells in these columns are empty. When this happens, ADO returns the entire concatenated key as NULL instead of using the values available in…
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Building a User-Filtered Export from a Module with Multiple Selectors
Good morning everyone. I need to build a module export with some specific requirements: users can select a currency type (USD/Local), Salary Type (1 or 2), Nomina Type (1 or 2), and Version (Forecast, TS, Plan). Currently, each of these filters is driven by an independent system module published in the NUX, each…
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Mismatch on common dimensions
Hello, Would anyone be able to advise why (in very simple terms) when we add CC7 (a mapping list) to the applies to of the value row, we get the error "Mismatch on common dimensions". The LIS used by this module picks up line items from FS1-Regional which in its-self has CC7 as an applies to dimension. Kind Regards,
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API for Model Builder
Hello, Since Anaplan is missing a MCP server to interact with an agent, I would like to know if there are official APIs available for model creation and modification, or for Model import where the Model definition, as lists, modules, line items, formulas, etc can be adjust all together at once (different from Model sync).…
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Event recording available: Building Smarter Models with Polaris and Planual
If you missed our event on Anaplan Community Experience: Building Smarter Models with Polaris and Planual, a recording is now available! Anaplan experts Jason Blinn (@jasonblinn) Architecture and Performance Director, Theresa Reid (@TheresaR) Architecture and Performance Director, and Mark Warren (@MarkWarren) Architecture…
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Workspace Access
Hi All, I need anaplan workspace access. Kindly help me as I am new to here, to learn something new. Thanks, Swagat
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🚀 Built a Wordle Game in Anaplan!
I wanted to experiment with how far I could take Anaplan beyond traditional planning use cases, so I built a fully functional Wordle-style game in Anaplan 🎯 The game currently has 2,000 different games, with each game having its own word. The Context Selector determines which game you're playing. Some of the Anaplan…
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🚀 Stop Writing Nested IFs in Anaplan - Use LIS Instead
If you’ve built complex Anaplan models, you’ve probably written formulas like this: IF A THEN IF B THEN IF C THEN Value1 ELSE Value2 ELSE Value3 ELSE Value4 It works. But it’s slow. It’s hard to debug. And six months later… even you won’t understand it. Let’s talk about why nested IFs hurt performance and how Line Item…
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Save incomplete changes when synchronizing in ALM
Imagine this scenario: You are in the middle of making changes in your development model and have been doing so for the last few weeks. The changes are not complete and are not ready to synchronize. However, you just received a request for an urgent fix from the user community that is critical for the forthcoming monthly…
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Stable User Access Export
Hi all, Has anyone found a way of exporting User Access from a saved view rather than directly from the Users tab? We're feeding the export into Azure Blob Storage and have had a couple of issues recently where changes to the standard Users export altered the filename/structure, impacting downstream processes. Ideally,…