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FCR: Level up your data integration — 3 powerful new mapping features
Author: Werner Priels is Product Manager at Anaplan, focusing on Financial Consolidation. Mapping source data to the right targets is the backbone of a successful consolidation process. While traditional many-to-one mapping gets the job done, complex real-world data at times used to require workarounds, manual…
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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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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…
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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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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…
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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…
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Setting formula summary method on a ragged hierarchy to display on org charts
Authors: Upali Wickramasinghe, Certified Master Anaplanner and Principal Solution Architect at Zooss Consulting in Australia; co-authored by Andrew Petersen, Senior Consultant at Deloitte Australia. We were presented with a use-case to utilize the Anaplan Hierarchy Charts to display an organizational structure with some…
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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…
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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…
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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…
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Anaplan workspace account
I’m having trouble recovering access to my Anaplan workspace account. Could you please help me?
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Block Line item deletion if it is used in saved views.
I should not be able to delete any line item that is part of a saved view or used in an action within connected models. With the growing number of interconnected models and imports, any deletion, movement, or renaming of line items can break imports and disrupt connections between models. This safeguard is essential as a…
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Cannot Access Customer Care Portal 403
Hi, Even after being approved by internal administartor, I still cannot access CSM and getting 403 error
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allow users in model view to see where other users are in the model
when multiple users open a sharepoint file, sharepoint has avatars at the top right showing: who's in the file/location where in the file they are and whether they are making changes, or just have it open it looks something like this: anaplan should also have this function. when multiple model builders are working thru the…
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Level 1 course order
Hi, i 'm new and i can't know the order of the courses for the Level 1 course.
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Anaplan Integration with Alteryx
I'm currently experiencing an issue with a new Alteryx to Anaplan connector. I've setup the import and mapping process similar to how we map for Anaplan Connect. I create the imports manually, map the file as "Admins Only" and then add it to a process. On the Alteryx side I reference the process name as a part of the…
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downloadable UX page or dashboard templates
Hello everyone, I recently joined the pre-sales team at one of Anaplan's partners. I am looking for downloadable UX page or dashboard templates that adhere to Anaplan's best practices, including pre-built layouts for FP&A and Supply Chain that we can leverage or install in our workspace as a reference. Thanks . Lilia
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User Time Selection - Missing FY27 on some pages
Hi, on my model i have FY27 included in the User Time Selection and it's visible as per below. however on some Modules it's only FY & FY26 despite FY27 being available as a dropdown. any suggestions? thanks
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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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Anaplan XL Forms Error
Does anyone also get this error when opening the Forms in Anaplan FCR? I am downloading Investment Registry from the app but I cannot open it in Anaplan XL. How did you fix this issue?
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Management Reports - Users to Edit Text Cards on Page
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: It would be great for my end users to be able to look at a management report and edit text directly on the report without going into…
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Track Page Usage by User and Model Role
It would be great to be able to see which pages are most utilized by our users. This would allow us to be more strategic with future page building, while also allowing us to remove pages that are no longer being used, thereby reducing clutter for end users when navigating between pages. Having the ability to view these…
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9.2.5 Activity: Add Formulas to Price Growth Rates Staging Module
Hi, I'm unable to add in the 5% into the REV04 Price Growth Rates, so that it feeds into REV05, first snip is me, this is how it's meant to look …. REV04 must be wrong, but I can't figure out why i can't add in the figures in. thanks
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Chart with secondary axes, and different types
I am fairly new to Anaplan reporting, I might not yet know of a workaround, For various reports we might want to plot different measures with different scales. For instance the evolution of a population having a car and a percentage of said population. I would imagine a column graph for the population, and a line for the…
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Native function for Date & TimeStamp
Hi, is there in Anaplan the possibility to retrieve current time (date and time)? I know that now this is possibile only via integrations, but I will need to know if there is a native function.
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Integration Process Execution Access - Which Access Takes Precedence?
We have an Integration Process in Anaplan CloudWorks created by User X - No WSA (originally Full Access with top-level Selective Access, now changed to Planner Read Only with Selective Access unchanged) and scheduled by User Y - with WSA , who also created the Integration Flow. Internal (Full Access) is enabled within the…
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【2026年6月】プラットフォームアップデート
User Experienceの機能強化 ・リアルタイムでのチャート作成 Workflowの機能強化 ・ワークフロービルダーの「元に戻す／やり直し」 ・一括送信および承認 ・意思決定タスクのフィードバック CoModelerの機能強化 ・機能拡張 Optimizerの機能追加 ・ワークフローとの統合 ・実行時間の延長 Forecasterの機能強化 ・新しい統計手法の導入 セキュリティとテナント管理 ・新規ユーザー アクティベーション メールの強化
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Register for our July 29 platform release webinar!
Anaplan's next quarterly platform release webinar will be held July 29, 2026 at 8 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 a practical guide and live demonstrations to help you get the most out of new…
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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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Expand and collapse items in a grid
As an mobile builder and as an end-user I want to expand and collapse hierarchy rollups and line item summaries So that I can more easily consume grid data.
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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…
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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…
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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…
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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 ├──…
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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
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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.…
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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…
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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…
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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…
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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…