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August 2026 platform releases and what’s next
Check out the latest Anaplan feature updates and enhancements in our August 2026 official release notes. There you'll find information on: Workflow Customizable email notifications CoModeler General enhancements Conversation persistence Saved view capabilities Identify more details about your lists Support for Japanese…
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Making the most of Anaplan Data Orchestrator
Author: Sanja Boll is a Certified Master Anaplanner and Sr. Solution Architect at GlobalFoundries. Anaplan’s Data Orchestrator (ADO) is very effective tool to import, transform, and load data into your Anaplan models. When used correctly, it can cut your data integration and transformation efforts by 50%, however…
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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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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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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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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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The hidden valley: Auditing Anaplan solutions for adoption and value
Author: Avirup Sen is a Certified Master Anaplanner and a senior consultant and solution architect at EyeOn. A key reason for Anaplan’s global success story is how it is adopted easily across organizations for its ease of business adoption. Users globally love the platform, not only for the performance and scale of…
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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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3.4.3 Activity: Create Country Summary Module
Hi All, I am stuck in this exercise almost 2 hour, not able to proceed further. Can anyone please help? I have added line item "Country Made in" SYS08 SKU details module. Now i know that the formula in Safety stock flag count would be 'INV01 Inventory Ordering'.Safety Stock Exception Count[SUM: 'SYS08 SKU Details'.Country…
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Anaplan AI Actions
The July and August releases added several useful capabilities to Anaplan AI, including the ability to create and retrieve saved views and create list import actions. It would be valuable to extend these capabilities to support the full end-to-end user story: creating a saved view and using it as the source for an import…
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Bad Credentials or missing workspaces issue ?
Hi Anaplan community , hope anyone can help with the following issue . I`m trying to set up Anaplan connect , installation is fine , but I`m stuck on the authentication step . Some background : I have 2 IDs ( my company`s ID and our client ID ) both are identical in term of set up in plan ( roles permissions etc. ) . The…
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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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Anaplan AI: Give it full model context to stop invalid formula suggestions
Problem: Co-modeler often suggests formulas that don't work - invalid syntax, or timeouts requiring manual copy/paste that still fails. This forces users to debug the suggestion and explain the model's structure back to the tool (often having to leverage another AI like Chat or Claude) instead of just applying a working…
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3.3.5.4 I AM CONFUSED,
Please Help I am not able to understand what we have to do in this particular section Here are my queries 1)The formula hint shows IF/THEN condition and then it says The next condition is override suggested amount? line item, so do I have to nest both the conditions ?? Please let me know 2)Also it says Update another line…
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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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Automatic log in AnaplanXL
Hello there, we are using AnaplanXL to pull data from 3 different sources into one Excel file. Two of them are Azure SQL data bases and the third is Anaplan itself. Whenever the Excel is opened 3 pop up windows to log in to each data base appear. Until they appear and everything is entered or clicked already 2 minutes are…
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“Month” filter in Anaplan XL
Hello everyone, I recently started using Anaplan XL to update our Excel files. I’m having an issue with a dynamic cell. Every month, I copy and paste an Excel file that I update with the current month. In Excel, I have a user module that’s necessary to update the reports based on who’s using them. This user module defines…
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UX Page Issue in Anaplan Academy
I am currently taking the Level 2 model building course and am running into an issue, whenever I try to edit my UX page to include my test model as well as my dev model but the option they have in the tutorial isn’t an option on my version. I have supplied photos of the problem so if anyone knows what I’m missing please…
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On accounts with no sales history
Since account targets are allocated by the ratio of previous year revenue, an account with no history would get a target of zero. Is that expected, or do new accounts get a target another way?
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Expand or collapse grid rows: how to publish level 1 and 2 in a 5-level hierarchy
I have a question about the new Expand or collapse grid rows option. Is it possible to publish a grid containing a 5-level hierarchy so that all items from levels 1 and 2 are always visible? And I do not want to use a filter for this.
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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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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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3.3.7.2 Add DCA to INV01 Inventory Ordering
Hello All, I am stuck on this ask for DCA and I can't figure out what is holding me up. I have seen a number of people try to tell people the answer but after being stuck for over an hour would love some help understanding why my answer isn't working. I am trying to recreate the DCA seen below with the description for the…
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2.5.8.2 Run Processes to Update Production Data - error message
I am getting this error message, how can I investigate this? Where should I start looking to fix this step so that it can continue ? Any suggesitons are highly appreciated.
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Delete Revision tags from any model
Is it possible to delete all these revision tags from a model and start fresh? My bet is , it is not possible and I start a new model:
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Are we allowed to create a practice dataset to simulate a real model build (Talent Builder Program)
Done with the course but want to practice a bit more before I take the Level 1 exam
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2.3.10 Activity: Create Demand Forecast - work check questions
I can't seem to get the correct answer of 73.48 for the question of Default Forecast in Week 6 FY26 for Nutzo Bar_EN in the Candyate? Based on the historical sales and growth rates, IDFC should be 72.76: Nutzo Bar_EN - Candyate Week 6 FY25 Baseline Forecast 69.94 Week 6 FY25 Weekly Growth Rate % 3.0% Week 6 FY25 Initial…
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Polaris workaround for FIRSTNONBLANK
Polaris doesn't support FIRSTNONBLANK as a function parameter. I have a solution workaround for this already but not too happy with it. So wanted to know what solution workaround people have done to get around this limitation
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Anaplan Offset Formula is looking for value outside timeranges
Hi, I'm using the OFFSET formula, where a calculated and number-formatted field determines how many previous weeks the formula should look back. Based on this value, it retrieves the corresponding week's data into the output line item. The formula works correctly for some products; however, it fails for others. The issue…
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In Level 2 - Supply chain model - do my time settings look right?
The only reason I ask is because I've been unable to achieve some of the UX pages and, asking in prior questions, I seem to have everything right but the UX pages still aren't working. Would someone mind taking a look at my time settings? Thanks in Advance!
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ETA on ADO - Mulesoft - Boomi API integrations?
Hi! In London it was mentioned, any update on this?
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How can I add the column: _ab_source_file_last_modified in TV on incremental Data Source
How can I add the column: _ab_source_file_last_modified in TV on incremental Data Source
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Anaplan XL Reporting: Effective use cases and practical recommendations
Anaplan XL Reporting (AXL) is a powerful solution bridging the robust planning capabilities of the Anaplan platform with the familiar flexibility of Microsoft Excel. It allows you to interact with your Anaplan data dynamically, right from your desktop. To use its power effectively, it's important to understand how to use…
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Multi-Cell Selection for Auto Calculation
When selecting two or more cells in Anaplan, a calculation menu appears in the bottom-right corner displaying useful statistics such as Count, Min, Max, Average, and Sum. This is a helpful functionality for quickly analyzing selected values. However, the current functionality is limited to contiguous cells. Users cannot…
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Anaplan Analyst performance on large, sparse models
Has anyone tested Analyst’s response quality/speed on large, sparse models (think 10+ dimensions, millions of line items)? Wondering if there’s a practical ceiling before it starts timing out.
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3.3.5.3 Check Your Work - All Products
Hello all, I have reviewed other's work and have been unable to find any help. I think all my formulas are good because they work well for checking individual values, but I am hitting a snag with the totals from my Forecast Demand (and thus messing everything else up). I confirmed that all the other totals match but are…
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Anaplan Analyst across multiple models/workspaces — how do you manage context?
Has anyone deployed Anaplan Analyst across multiple connected apps or workspaces? How do you handle context switching so the agent doesn’t mix up assumptions or hierarchies between models?
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Auto-Sync Capability Between Saved Views and Export Actions
Problem Statement Currently, Export Actions and Saved Views are not dynamically synchronized after an Export Action is created. This limitation creates additional maintenance effort for model builders and increases the risk of inconsistencies between export configurations and reporting requirements. Key Challenges 1. Saved…