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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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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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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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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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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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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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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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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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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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Revision tag naming: How a small change today can save time and hassle later
Author: Riley Rafko is a Certified Master Anaplanner and Principal at Slalom. The context Recently, a Center of Excellence (CoE) group that I was working with came upon a common, yet anxiety-inducing, issue: a production issue needed to be fixed urgently but many pending changes in the development model weren’t yet tested…
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Event recording available: Managing Hierarchies with Anaplan Data Orchestrator (ADO)
If you missed our spotlight event on Anaplan Community Experience: Managing Hierarchies with Anaplan Data Orchestrator (ADO), a recording is now available! Anaplan experts Stephen Day (Product Manager for ADO) and Jon Ferneau @JonFerneau (Data Integrations Expert, Operational Excellence Group) shared how organizations are…
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Share your Anaplan Workflow experience — Community Q&A Challenge
Get ready for our latest Community Q&A Challenge! This time, it's all about Anaplan Workflow. We will be exploring different strategies regarding the implementation, use, and benefits of Anaplan Workflow. This Community Challenge is all about sharing your real world experience. We want to spotlight the…
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From access control to governance: Turning UAM into a strategic platform
Author: Artem Shchaulov is a Senior Anaplan Consultant and Certified Master Anaplanner with 8+ years' experience implementing global EPM solutions. In the first two articles, we covered why access management breaks at enterprise scale and how to build a User Access Management (UAM) model that reliably assigns permissions…
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Polaris Modeling and Optimization Challenge recap — event recording available!
We recently hosted a Community Q&A Challenge inviting members to test their skills in Polaris modeling and optimization. Our internal experts developed a series of challenges, featuring a module rebuild alongside optimization challenges focused on the optimization of high calculation effort and high calculation complexity.…
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End user engagement & communication: Getting people to actually use Anaplan
Author: Mikhil Agarwal, 7x Certified Master Anaplanner and Delivery Manager at VISEO USA Inc., New York. Anaplan has a unique ability to bring teams together around a single, connected view of the business. When implemented well, it becomes more than a planning tool and becomes part of how decisions are made. However,…
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Anaplan implementation: A game of snakes, ladders, and smart moves
Author: Pradip Kakade is a Certified Master Anaplanner and Sr. Principal Consultant of Enterprise Solutions at Genpact. Ask anyone who has been part of a Major Anaplan E2E implementation, and they will tell you: the journey is never a straight line. You build momentum, you feel confident, and then — snap. A hierarchy…
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Cooking up a prototype — A recipe for success
Author: Tiffany Rice is a Certified Master Anaplanner and Senior Supply Chain Applications Builder/Developer at Anaplan. There are many different scenarios where leaders or project sponsors may request some “proof” before we make the “pudding”. This is common in instances where teams are exploring new functionality,…
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Event recording available: CoModeler for Clear, Correct, Continuously Improved Models
If you missed our spotlight event on Anaplan Community Experience: CoModeler for Clear, Correct, Continuously Improved Models , a recording is now available. Our partners at Polestar Analytics, Steven Gnatovich and Vijay Vyakaranam shared with us how they are utilizing CoModeler in their implementations. The session…
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Evolving business requirements over time: Retroactive changes and effective dating
Author: Marc Weinzimmer, Certified Master Anaplanner and Senior Project Manager at Alpha. The day a new Anaplan model goes live is always exciting. The model is clean, fast, and aligned with current business needs; admins are trained, users are engaged, and everything appears to be running smoothly. However, as time…
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How I Built It: Supply Chain Transport Optimizer in Anaplan
Author: Author: Soumya Bhattacharya is a Certified Master Anaplanner and Advisory Manager at Accenture. In this ‘How I Built It', I’ll show how Anaplan’s Optimizer can be used to demonstrate effective transportation and supply planning across a network of suppliers and distribution centers. By leveraging Anaplan’s modeling…
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Use cases for Anaplan XL
Author: Audrey Neet is a Certified Master Anaplanner and Director at Tru Consulting. Anaplan XL (AXL) is one of the many products Anaplan offers. It extends how users can interact with Anaplan data beyond the UX, providing additional flexibility for targeted analysis and reporting. With AXL, users can design reports and…
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Building scalable Anaplan models — Part 1: Master data management in the Data Hub
Author: Hanwen Chen, Certified Master Anaplanner. If you read my previous article — “How to build a Polaris reporting model in less than 2 weeks” — you already know how to rapidly stand up an Anaplan Polaris reporting model by leveraging existing Data Hubs and Classic models. That article focused on speed of delivery. This…
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How I Built It: Sensitivity analysis
Author: Casey Pham is a Certified Master Anaplanner and Director of FP&A Systems at Yext. In this ‘How I Built It’ video I'll show how I built a model and process to run a sensitivity analysis. Tens or hundreds of scenarios without overloading the model with too many scenario list items and manually updating driver inputs…
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Reset list index: Prevent silent import failures from flat list internal indexing
Author: Sripriya Rao is a Tech Lead at Prudential Financial and an Anaplan Solution Architect. Anaplan flat lists maintain an internal index that can keep increasing over time, even if list items are deleted. When that index reaches the platform limit, imports into the flat list can fail at the platform level — sometimes…
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A practical guide: Customer tenant split
Author: Marc Weinzimmer, Certified Master Anaplanner and Senior Project Manager at Alpha. A tenant split can happen when a company splits into two separate companies. This consists of migrating workspaces (including all models in it) and users from source tenants into a target tenant. Let’s quickly walk through a helpful…
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CoE guide: Workflow governance in multi-team Anaplan tenants
Author: Laiza Tagumpay is a Certified Master Anaplanner with a background in Customer Success and Solution Architecture, now happily building and scaling Anaplan as a CoE Principal Engineer in a biotech company. As more organizations adopt Anaplan Workflow across multiple teams, it’s helpful to step back and align on how…
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Polaris Modeling and Optimization — Community Q&A Challenge
Think you’ve mastered the Polaris calculation engine? It's time to put your skills to the test! For our next Community Challenge, we're moving into hands-on problem-solving. We have put together several real-world modeling and optimization problems that will require you to apply your Anaplan expertise. This is your chance…
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How to build a User Access Management Model (UAM) that scales
Author: Artem Shchaulov is a Senior Anaplan Consultant and Certified Master Anaplanner with 8+ years' experience implementing global EPM solutions. In my first article, we established why access management breaks at enterprise scale and why a dedicated User Access Management (UAM) model is the only architecture that works…
