Recent Discussions

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…

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…

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…

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…

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…

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…

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…

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…

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…

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.…

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…

Author: Werner Priels is Product Manager at Anaplan, focusing on Financial Consolidation. When managing multiple data interactions in Anaplan FCR, having a clear and transparent audit trail is not just a nice-to-have; it's a necessity. The out-of-the-box drillthrough feature is a powerful tool that provides deep insight…

Workflow の通知機能強化 ・通知タスクのメールカスタマイズ CoModelerの機能強化 ・AI基盤のAWS移行 ・会話継続性の改善及びチャット履歴ダウンロードの日本語対応、モデル参照範囲の拡充 UX Pageのレイアウト/アクションの機能追加 ・メインキャンバスとInsightsパネルの間のカード移動 ・グリッド行の展開・折り畳み(Web・モバイル) ・Data Orchestrator アクションの強化 ADOの機能強化 ・連携先の拡張/パイプライン運用の改善 Anaplan XL の機能強化 ・Excel連携における処理性能/互換性/安定性の改善

Looking at transitioning from Classic to UX? The U.S.E.R. methodology can be your guide in this journey. Follow these four steps to facilitate your adoption of the UX: Understand The goal with understanding is to build a vision for the UX in your company and empathize with users and address their challenges. This is…

Hello, One of my models is generating this issue: "PLANNED Position # has selective access enabled and you may not have been granted access to any items." When I try to adjust the selective access, it then says "no items to select". I'm unsure what caused this issue and how to correct it. Any help sincerely appreciated.…

Hello there, I just had the most unenjoyable experience in speaking with someone from the Academy tech support. Level 2, Dynamic Cell Access 2.4.5 has a model to download. Seems simple enough. However, what they fail to remind you in the training video or anywhere on the screen, is that if you don't have the Page Builder…

Please take note of the following changes in our latest 2608 release: Multi-dimensional calculations now require valid rules. As of 2608, the multi-dimensional calculation process no longer runs when invalid rules are present - for example, a rule referencing an invalid member (one that no longer exists in the dimension).…

This month, we're launching a new type of Community Challenge focused on learning and discovery! We're excited to spotlight the board layout enhancements from the July Release, and we're challenging you to get hands-on, explore how they work, and share what you discover. This is your opportunity to experiment with these…

Hello All, The modules in the MFP model (DAT010 - Retail Based Historical Actuals, DAT020, DAT030, DAT040, DAT050, and DAT060) are already available, and the data for the different plans has been loaded. However, when I open Page 5000 - Seed Long Range LRP and select Seed Selection = LY, the following metrics are not being…

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…

Hi team, I’m interested in exploring Anaplan XL and would like to know whether a free trial or trial version is available for users to evaluate its features and functionality. If available, could you please share the process or requirements to access the trial? Thanks in advance!

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.

Does anyone have advice on building a formula that properly calculates longevity for employees that includes an escalator based on their job effective date? I have everything built in the model but I cannot figure out how to get it to include the increases. Assuming someone is paid 20 dollars per month for every 2 years…

Steven Barry is a Certified Master Anaplanner and Connected Planning Sales Lead at Kearney. In Part 1 of the series, I introduced the decision contract as a way to clarify what decision a planning process must produce before the team begins designing the Anaplan solution. The contract defines the decision, owner, timing,…

We have discovered that Line Item Subsets cause unexpected behaviour in Polaris: their mere existence adds significantly to model size and calculation demand. This overhead is undocumented (it appears in neither Anapedia nor the Planual) and is not visible to the model builder during building. The only way to detect it is…

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…

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?

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…

Level 3 - Ask the Stakeholders Establishing Sales Targets Process Questions This forum is for asking the stakeholders of the Unicorn Candy Company questions about the Establishing Sales Targets Process. The Anaplan Academy team will be monitoring this forum during US Central standard business hours. Please allow up to 3…

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…

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.

Steven Barry is a Certified Master Anaplanner and Connected Planning Sales Lead at Kearney. This is the first article in a two-part series on using a decision contract to improve Anaplan solution design. Part 1 introduces the concept and explains how it can help teams clarify the business outcome before they begin…

Hello, I haven't used Anaplan XL in a while so now, I can't find a way to remove the prefixed quote for text data when using Anaplan XL. Can anyone show me how they figured out how to do that, please?

This article is part of a series on Polaris best practices. Click here for more Community content or visit Anapedia for detailed technical guidance. Natural dimensionality defined Natural dimensionality can be defined as the inherent and most appropriate number of dimensions (aka “lists”) needed to accurately represent a…

Is there a way to add a conditional formation on bar charts? I need to show past months in one color and future months in another color. I have the logic created and it's working fine on a grid but cannot make it work on a bar chart. Thanks

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…

This shows all comments across all data to all users with access to the UX page. This is not appropriate for any UX which might contain security access sensitive data. Comments on grids and cards ARE security dependent. That works fine. But anyone with access to the page can open this Summary Panel and see ALL comments…

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…

When a line item is pivoted from rows or columns to the context selector on UX, it always shows all line items in the module in context selector, regardless of whether it is Classic or Polaris. This exposes all backend line items in the module.

Current Behavior Model Security controls which members users can access through queries and writeback. When an XL report is generated, Model Security is applied when the query retrieves members. However, if a Drill Indicator is used, the parent member is then expanded into its children based on the hierarchy without…