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Today, we’re kicking off our first Best Practices Challenge of 2025! This challenge series is an opportunity for Community members to share their expertise on a specific topic, exchange ideas, and learn from one another. This time, we’re focusing on Application Lifecycle Management (ALM). What is your overall approach to…
In the world of Anaplan modeling, performance is key. Slow model calculations can be a major bottleneck, impacting productivity and decision-making. But what if you could pinpoint exactly what’s causing the slowdown? Enter the Calculation Effort column — a powerful new feature designed to help you identify and address…
Author: Jonathan Cushing is a Certified Master Anaplanner and Senior Consultant at Vuealta Consulting. My first experience of Anaplan was building an FP&A model in the company I worked in group finance. The company operated within the construction sector all over the UK with regional offices along with a centralized group…
Author: Seyma Tas is a Certified Master Anaplanner and product owner at Caliber Collision. A guide to help you get the answers you need The Anaplan Community is an incredible resource to share knowledge and get help. To get the best answers quickly, make sure you ask clear, well-crafted questions. Here are some tips on how…
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Intended Audience Level of Difficulty: Intermediate Requires familiarity with APIs and Postman Resources Required: Internal Expertise: IT Developer / API User Tools Needed: Postman, CloudWorks Access Requirements: CloudWorks, Postman, Anaplan Integration Admin Estimated Level of Effort (LoE): Low Approximately 1-2 hours…
Intended Audience Level of Difficulty: Intermediate Requires familiarity with APIs and python scripting Resources Required: Internal Expertise: Python Developer / API Expert Tools Needed: Python, CloudWorks, Code Editor Access Requirements: CloudWorks, Anaplan Integration Admin Estimated Level of Effort (LoE): Low A few…
Check out the latest Anaplan feature updates and enhancements in our February 2025 official release notes. The information below offers supplemental information to that post. Integrations and Extensibility Create a transformation view directly from a source dataset in Anaplan Data Orchestrator On the Source data page, a…
Addressing JDBC Driver Compatibility Issues Intended Audience Level of Difficulty: Intermediate Requires some familiarity with APIs, scripting, or database concepts Resources Required: Internal Expertise: Data Engineer/IT Admin/Integration Admin Tools Needed: Anaplan Connect, Snowflake, Notepad Editor Access Requirements:…
Author: David Edwards is a Certified Master Anaplanner and Associate Partner at Columbus Consulting. Whether you are an Anaplan customer or implementation partner, it can sometimes be difficult to convince business stakeholders to invest in large digital transformation initiatives. This is often the case when positioning…
We're kicking off 2025 with a Community Member Spotlight on @Puneeth H P! Puneeth has been a valuable part of the Community for nearly six years (with over 100 helpful comments!) and is a Community Boss. Check out his Anaplan journey and contributions below! About Puneeth I am currently working as a Solution Architect for…
Author: Soumya Bhattacharya is a Certified Master Anaplanner and technology consultant at Accenture. In this ‘How I Built It’ tutorial, I show how Anaplan can be used to demonstrate effective project-based planning. Also, how integrating a custom workday calendar can enhance the flexibility and accuracy of your planning…
If you missed our event today, Understanding the Customer Care Portal, a recording is now available. In this event, I provide a demo highlighting the value of the new comprehensive case visibility, self-service tools, and dynamic case submission form to reduce resolution times. Topics covered include: Seamless access to…
Author: Allison Slaught is a Certified Master Anaplanner, Anaplan Community Boss, and Senior Principal Solution Architect at Anaplan. Hello Anaplan Community! The objective of this ‘Did You Know’ tutorial is to provide a brief recap of multi-dimensionality in Anaplan and provide a framework for identifying how formulas…
Author: Erik Svensson is a Certified Master Anaplanner and a Principal Solution Architect at Anaplan. Hello Anaplan Community! Thank you for checking out my ‘How I Built It’ tutorial. In this video, I showcase how you can set up end user selections to vary data sources across one or more hierarchies. This is a dynamic way…
We have received a requirement to do bulk export from Management Reporting for all the intersections available. At the moment, we can only do for one intersection and it takes a few seconds for the pdf to be even available for export. Would be great to have this capability to do bulk pdf exports.
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: As an Anaplan Tenant Administrator, I need to be able to view my Anaplan UX adoption data in the following specific categories:…
As an Anaplan Tenant Administrator, I want to be able to view User Account Creation Dates for all my internal users as a separate column information. So that it is easier for me to centrally view and manage users who haven't been interacted with my Anaplan platform since their accounts creation. I know this will be…
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: The recently added Calculation Effort column is great. It would be nice to be able to highlight it in a Module to see a total. It…
Hi All, I am in a situation where the users are uploading a data file into Anaplan, that we are then wanting to create a report based on, to highlight some issues, that the end users then should be able to comment on. The problem I am facing is that loading the data file into a module, we want to show the raw data inputs,…
I wanted to start a discussion about the challenges businesses face when implementing AI or ML solutions. Whether it's related to cost, technical expertise, or finding the right team, there are often hurdles to overcome. For example, while some companies opt for Machine Learning Development Services to streamline their…
In as much detail as possible, describe the problem or experience related to your idea. When using filters in the UX, users have to choose the Filter type each time, but there is always a grid that only uses "equals". In such cases, I would like to be able to set the default filter type. This would simplify users…
In as much detail as possible, describe the problem or experience related to your idea. →Anaplan can autocalc on an area, but it cannot autocalc between cells that are not adjacent. I want to be able to use autocalc even if I select cells that are not adjacent. Currently, if the cells are not adjacent, our users have to…
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: I was trying to navigate from Dashboard 1 to Dashboard 2. Since my dashboard 2 is tied to two different models, navigation link did…
Hi everyone! AI is transforming the way businesses operate, and one of the most exciting applications is through AI Agent Development. These intelligent agents are designed to automate repetitive tasks, optimize workflows, and enhance decision-making processes. Here are some ideas on how AI agents can make a difference…
I am about to complete L1 training. But I don't have the page builder access and I am not able to build pages in the model as well. I am not part of any company and I am a student. I am not sure what to do now. Can anyone please help me with this?
Hi, We came across org charts (Hierarchy Charts) which are a great functionality. However, we want the client to be able to do scenario planning on the hierarchy and by Month. E.g. John could report to Smith in Jan, but in Feb , he report to Molly. Since Org Charts cannot refresh dynamically unless you incorporate time…
Hi Team, I have received a project that requires experience with PowerShell scripting. How does it work with Anaplan Connect? I have experience with CloudWorks, but I would appreciate any resources or insights on using PowerShell scripts with Anaplan. If anyone from the group can share guidance or useful links, it would be…
Hi, Does anyone know how to get an outbound OData Rest API, (OAuth2) to establish a connection between SAP and Anaplan. Thanks Khaled
Hello, Brain Trust! My organization uses Amazon Redshift data warehouse and some data we need for Anaplan will be stored there in the near future. The current assumption is that we will use Informatica to query, stage, and then import to Anaplan, BUT…. I really was hoping we could use ADO. In a prior life, I used Anaplan…
Can AnaplanXL (FluenceXL) reference an Excel cell's value to determine a list member needing to be referenced within a Custom Calculation? I need a Custom Calculation that dynamically calculates the difference between two versions, where one version is determined by an Excel cell's value. I cannot use fixed position…
Hi Anaplan Community, I'm currently using Cloudworks to integrate with Azure Blob Storage. In my setup, I see the option to enter a SAS token for authentication, but there is no field to enter a connection string. I have reviewed this Anapedia documentation, and it only references SAS tokens. Is there a way to use…
We are looking for Anaplan end-users to provide feedback on their experiences with the Excel add-in. Interested individuals will respond to this 5-minute survey to help us understand personal needs and behavior when using the add-in. The feedback provided by survey takers is essential to the roadmap of Anaplan's products.…
Anaplan Champions! The Community team just posted this announcement that certification badges may not be showing up on your profile probably until next year. Rest assured, you will get credit once you complete and pass the exams. https://community.anaplan.com/t5/Blog/Badges-Back-Soon/ba-p/123385
Users may encounter error and warning messages in PlanIQ. The table below includes descriptions of the messages and details what should be done in order to address them, where applicable. Message types: * Errors will fail the relevant PlanIQ step. Users will have to follow the instructions in order to avoid the errors. *…