Investigating
Currently in design and development.
Two months out or more.


In Development
Currently in final stages of testing.
Expected to be about a month out.


Ready for Launch
Development and testing is complete.
Targeted for the next release.

Items marked with (*EA) indicate these features are currently available to a limited set of customers for early access and feedback before being released for general availability.

Feature Description Status
Investment Management Functions

Native Anaplan functions for PRICE, YIELD, DURATION, MDURATION

TODAY() Function

Native Anaplan function to return the current day. Support for specified timezone as a parameter. 

Feature Description Status
Process Workflow

Anaplan’s new Workflow features will help you connect the people with the processes and data that power your enterprise. Configure your processes with the new process builder to engage users in active cycles with automatic platform notifications and emails.

View All Users when applying the Users List 

All users are shown when the Users list is applied as a dimension of a module.

Feature Description Status
Quick Filter

A new filter type to allow intuitive easy filtering of a column or row on a grid dashboard.

New UI: Boards

A new page layout type that is designed to deliver a dashboard experience for consuming high-level metrics and key information, and navigating to more detail.

New UI: Everyone can create, save and share Personal Boards

Builders create boards for end users in a Business Application. End users can edit and save boards into their own space.

New UI: Grid Page

A new grid page which is designed for lookin at lots of data in large grids, with a contextual panel on the right hand side for related visualisations and a series of connect views so you can easily see related data for a next generation planning and analysis experience.

New grid component providing improved scrolling performance on large grids as part of the New UI Boards and Grid Page

New grid component for modules and dashboards.Improved scrolling performance on large grids

Expand and collapse functionality will be added to lists on rows as part of the New UI grids

Expand and collapse functionality added to lists on rows for modules and dashboard grids. Full end-user control over which levels / sections are expanded and which are collapsed

New UI: New Landing Page and Navigation experience.

We are creating the new UI with a new look and feel, it will be Bold and Visually appealing. When you land in the new UI there will be a new approach to Navigation for find the right place to do your work which our research suggests you will be much better and easier for users. It includes Search, Favourites and Recent Pages.

New UI: Forms

A dedicated page of form fields for easy data entry.

New UI: Mobile

A web client optimised for mobile to suit key use cases.

Feature Description Status
Informatica Connector

This release includes support for Anaplan v2.0 Integration APIs & CA Certificates.

New v2.0 Anaplan API

This release includes many enhancements to Anaplan v1.3 API including support for customer CA certificates for authentication.

New v2.0 Anaplan API

This release includes many enhancements to Anaplan v1.3 API including support for customer CA certificates for authentication.

Feature Description Status
Access Control

Page Builder role for using Anaplan's new UX Framework

Feature Description Status
Enhancement to /exports Endpoint

Enhancements for providing more export action metadata in /exports/<export id> API call.

Feature Description Status
Revert to earlier revision

Revert a model to a previous revision whilst preserving the data

Scalability/ Performance

Improvements to import performance for larger models. Scale out for larger models- unrestricted by current JVM. Less Blocking Export enhancements. Less blocking imports

Feature Description Status
Excel Add-in V3.0

Users of the Excel add in V2.6 were restricted to only connecting to existing views created by a model builder Many customers have built up business processes around this capability and so we must look to support them in the new add in This capability will be delivered against the new API infrastructure underpinning V3 so will be highly performant in comparison to V2.6

Excel: Connect To Views

Build ad hoc module selections -  A user is able to connect to a module, define the dimension orientation and filter the line items they require all within Excel.Performant data retrieval - A new mid tier API infrastructure has been delivered specifically to enable rapid retrieval of large volumes of data from Anaplan.Page selectors - The Anaplan toolbar enables you to quickly switch between pages and refresh your view of a connection in Excel.Single sheet by default - We no longer extract data over multiple sheets, with the new toolbar this is no longer needed.No cell comments - Cell comments ruined a users interaction with Excel when using the Excel V2.6 so we have got rid of these.

Excel: Write back from Excel to Anaplan

Many customers have built up business processes around this capability of the V2.6 add in and so we must look to support them in the new add in The feature will enable customer to use the Excel add-in as a method of contributing data back into Anaplan.

Excel: Roll Time Period

When a user creates a report pack using the Excel add-in it is either for ad hoc purposes, or a recurring  deliverable This feature will enable a customer to take a set of reports created over a number of sheets and roll on all the time periods in the sheet by a defined period reducing the time required to update report packs created in Excel with Anaplan data.

Excel: Pivot Views

This feature will allow a user to connect directly to a saved view, and if needed, pivot and filter that data within Excel. This feature will make ad hoc analysis of Anaplan data connections in Excel even more accessible.

PowerPoint V3

For the first release of the new PowerPoint add in we will move the current version over to the new API to enable more performant requests.The new version of the PowerPoint add in will make use of the new mid tier API infrastructure thus enabling  rapid retrieval of large volumes of data into PowerPoint.

Write faster into Excel

The slowest part of the data extract process within V3.0 is writing data into Excel. We have focused significant effort in enhancing this for V3.1.

Refresh and add new

To add new list items to a connection in V3.0 you need to go to pivot and filter to select the new items first. We have moved this to a configurable setting, when enable, if there are new list items available in a module they will be added into the Excel data during a refresh.

Deleted row / column updated in connection

Now when you delete a row or column in Excel, after you have extracted data from Anaplan, this will appear as unselected if you happen to view pivot and filter and will no longer appear again when you refresh.

Toolbar selection maintained

The toolbar at the top of each worksheet will now remember your selection when you go in and out of pivot and filter. It will also display the selected pages when you open the workbook, even before you refresh the connection.

Refresh workbook progress dialog

The new refresh dialogue will provide greater visibility of what is taking place during a refresh. A completed refresh will show a summary of what has changed (number of list items added / removed), and if any errors occur during a refresh (a list has been removed from a module, or you do not have permissions to refresh a module) a user will be informed in context of the refresh. It will also allow you to cancel the process once started.

Anaplan cell boarder settings

A user will now be able to enable or disable if cell boarders are redrawn after a refresh or data extract.

Connection description settings

A user will now be able to enable or disable the connection description that appears at the top of each data extract. If the connection description is disabled you can still be able to find this information by hovering over the tool bar at the top of each worksheet.

Clone connection

A user can now extract data into a sheet, format and style it, build charts and graphs on that sheet using Anaplan data and with a simple click clone the entire sheet along with the Anaplan connection.

Updated installer

We have made updates to allow user to be informed when there is a new version of the add in available, and if accepted, download it and install it onto the users machine. We have also streamlined the install process so it now includes all prerequisite as part of a single install process.

Usage analytics back to Anaplan

We have made advancements to our logging so that we can understand how customers are using the add in and if any issues are occurring. This will help anticipate issues and build a better, data driven, Excel add in in the future. All data reported back to Anaplan will be totally anonymous and will not contain customer information, a customer will also be able to opt out of this if they so wish.

API optimisation

We have made optimisations to how the Excel add in and the supporting API interact with each other to further increase performance.

Module time ranges support

Module level time ranges will now be fully supported in the Excel add in.

Settings section

As we provide more options for user we want to make sure they can be easily found and configured.

Feature Description Status
Cloud Security

Access Control – Workspace Administration. Self-Service SAML. The role of Workspace Administrator is to be assigned within the Tenant Administration module by the user with the Tenant Administrator Role