Recent Discussions

Author: Neeraj Agarwal is a Sr. Principal Product Manager at Anaplan. Hello Anaplan Community! If your organization transfers inventory between related entities at a markup — and that inventory is still sitting on the buyer’s shelves at period-end — you already know the challenges this creates for consolidation: the group…

Authors: Steve Prendergast is a Director, Product Management at Anaplan and Gareth Riley (@GarethR) is a Product Manager at Anaplan. Grids are where the real work happens in Anaplan. Using grids, a planner can drill into a region's forecast, where finance reviews headcount by cost center, where a demo suddenly needs "just…

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: Bhanu Chalotra is a Certified Master Anaplanner and Senior Consultant at Technology Modernization. In most real-world data environments, data doesn't originate in the platform where it's ultimately analyzed or consumed. Instead, it usually lands somewhere first, and more often than not, that "somewhere" is Amazon…

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…

Author: Luke Grady is a Certified Master Anaplanner and Solution Architect at Tru Consulting. This article will cover ideas related to metadata within an Anaplan model. Metadata are lists and modules that model builders can create related to the model itself. These metadata provide information about models to stakeholders,…

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…

A practical design guide for model builders who want allocation models to answer not only what changed, but why it changed. Author: Sripriya Rao is a Tech Lead at Prudential Financial and an Anaplan Solution Architect. Audience: Model Builders, Solution Architects, CoE Teams Quick takeaway: Accurate allocation results are…

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.…

User Experienceの機能強化 ・KPIカードに閾値別アイコンを追加できるようになりました インテリジェンス ・CoModeler処理に関するHistory表記が追加されました ・その他CoModeler、Analyst、Optimizer機能強化がありました ADO ・Pipeline機能が強化されました その他Disclosure Management、Anaplan XLに関する機能強化がありました

Hi everyone, I'm building an Actual vs. Budget P&L reporting module in Anaplan using a Line Item Subset (LIS) to display the P&L items. I would like to extend my report to include three additional columns under a "% of Revenue" section: Act % = Actual amount / Actual Revenue Bud % = Budget amount / Budget Revenue % Var =…

We are pleased to announce the upcoming FCR 2610.1 GA release scheduled for next week, the week of October 19th, 2026. Highlights Last Twelve Months (LTM) Calculation The system will automatically calculate Last Twelve Months (LTM) or Trailing Twelve Months (TTM) data using this calculation. LTM amount will be stored as a…

Author: Sayontan is a Certified Master Anaplanner and EPM Director responsible for growing US GenXAI. He has been working on the platform since 2013 and has experience across all domains of Anaplan solutions — Finance, Sales Performance & Supply Chain. He is also PMP certified and operates as Supply Chain SME. In a…

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…

In FCR users can be created using an import file. But once user is created it is no longer possible to import changes on users. Being able to import all user at once (all or some) to update their properties (except ID) instead of changing them all manually would be a great improvement.

Hello, On FCR, before the last release around 22 september, in the consolidation rule we could change account and movement manually. Now if there are no account fill, we can manually fill one but if an account is already fill we can't. We have to use the magnifying glass and select the account. It is a huge waste of time.…

Hi Community, I have a module dimensioned by L3 (Category) and need to display the values in a module dimensioned by L4 (Items), where L4 rolls up to L3. Example: Category 1 = 10 Category 2 = 20 Category 1 ├─ Item 1 └─ Item 2 Category 2 ├─ Item 3 └─ Item 4 Expected result: Item 1 = 10 Item 2 = 10 Item 3 = 20 Item 4 = 20…

Hi Everyone, We have a requirement in Anaplan Consolidation & Reporting (Fluence) where the Entity Structure needs to change effective January 2026. The key requirement is that the existing entity structure should continue to be applicable for all reporting and consolidation periods through December 2025, while the new…

Author: Saurabh Kapoor is a Certified Master Anaplanner and a Technical Lead at HCLTech. Hello Anaplan Community! Thank you for checking out my 'How I Built It' tutorial. In this video, I demonstrate how I built an AdHoc Hub, a self-service integration framework that enables planners to execute data load processes on…

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: 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…

Hi everyone, I'm working on recreating a P&L reporting model in Anaplan and would appreciate some guidance on the best way to structure the underlying modules. In my current setup, I have a Line Item Subset (LIS) containing P&L line items, which I am using in a reporting module to display Actual, Budget, and Variance side…

Anaplan Modelers: Has Anyone Recreated a Showcase Model for Learning Purposes? One of the most valuable learning resources I've come across is Anaplan's Modeling Showcase. It features sophisticated, real-world model examples that offer an incredible opportunity to learn how experienced model builders structure their…

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?

It would be great to have a NUX page that allows working with data from all the models connected to the page simultaneously, without having to select a specific model at the top of the page. This would be especially useful for model builders when creating control pages that show synchronization results and model statuses,…

I have a model calendar with current year set to FY27 which runs from Apr-26 to Mar-27 with one previous year and one future year i.e. FY26 (Apr-25 to Mar-26) and FY28 (Apr-27 to Mar-28). I have setup a current year time range with 1 year with Apr-26 to Mar-27. Now when I change the model calendar FY setting to start from…

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…

Business Problem & Current Limitation Current State: In our current Polaris implementation, the cumulative dimension index across just five core business dimensions has reached 55. The Constraint: With a hard ceiling at 64, this leaves a headroom of only 9 remaining indexes across the entire workspace/model scope. Direct…

In the Anaplan FCR map editor, users should be notified when there are validation warnings of already existing entries within a configured map they're attempting to open. More importantly, once the editor is opened, users should have the ability to filter on all rows with warnings. As an additional thought, users should…

As an Anaplan user tasked with helping your teams better understand their data through your Anaplan UX dashboards, we want to hear more about what your end users tell you. What kinds of visualizations are they are asking you for, what do they struggle with in accessing and understanding your data, and how you resolve those…

Hi guys, I'm running into a few errors trying to install M2Crypto on a windows machine. I've done a fair bit of research and it seems to be a common problem with the library. Wondering if anyone here has experienced similar issues and resolved them? I'm using Win10(64 bit), Python 3.8 through Pycharm. Pip 20.1.1. I've…

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…

Check out the latest Anaplan feature updates and enhancements in our September 2026 official release notes. There you'll find information on: User Experience KPI cards Mobile Zoom and pan KPI Conditional formatting Intelligence CoModeler Analyst Optimizer Disclosure Management Refreshed user interface Anaplan Data…

There are two enhancements that would make Anaplan Workflow much easier to use, especially when dealing with more complex business processes. 1. Ability to loop back to any of the previous steps Currently, we can create branches based on a decision task, but there is no option to go back to an earlier step in the workflow.…

For an unknown reason, I always got all the imported items ignored. I don't know why this is happening…

Anaplan provides documentation that lists the domains and IP addresses you can use to connect to our platform in an allowlist. You'll find the most recent version of this information on our Support website: URL, IP, and allowlist requirements. To receive notifications whenever we post updates to these pages, please follow…

Hello Friends, If I use Header row 1 and Data row 2. I face this issue with mapping. and if I use Header row 2 and Data row 3, I see this. Could you help me with this?

Dear all, I am having trouble importing data with selecting the source for Target No.4 which is REV02 Volume Inputs Line Items. I have tried all options on the drop down menu on the left (refer attachment). Pls advise or comment. Thanks.

When importing data into the SYS08 Employee Details module, my end results looks like the second photo when the goal is the first. I have imputed the correct mapping, and manually mapped the employee detail line items as well as changed the date format to YYYYMMDD. I'm not sure what the error is, I keep getting the error…