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[Start here] Modeling Experience
If you are an experienced model builder, you are already familiar with the power and flexibility that the Anaplan platform provides when solving your teams' planning needs. In February 2023, we made the enhanced Modeling Experience (MX) the default experience for our users, and from April 2024, the old classic interface…
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Creating more flexible export definitions in Anaplan
Anaplan exports, unlike imports, have no link to a saved view. However, there are ways to create Export actions that have more flexibility for future maintenance. After creating your view layout (using the view optimization best practices outlined in the Anaplan Polaris – View Optimization for Imports and Exports article)…
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The power of the ‘No’ version approach in Anaplan
Author: Hanwen Chen is a Certified Master Anaplanner and Professional Services Sr. Manager at Anaplan. Over the years, working closely with Anaplan customers across industries, I've been called in to diagnose and fix struggling models — often in crisis mode. Time and again, one particular design pattern surfaces as a major…
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Iterative Development in Polaris
This article is part of a series on Polaris best practices. Click here for more Community content or visit Anapedia for detailed technical guidance. As Anaplan solution architects and model builders begin to develop in Polaris, it's important to consider how you approach the development workflow. In Polaris the upper limit…
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Unlocking the power of Polaris: A guide to efficient model building
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 is Anaplan's next-generation calculation engine, designed for highly dimensioned calculation at scale. It represents a paradigm shift in the ability to model business…
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Moving a model from Classic to Polaris
Author: Mike Henderson is a Principal Solution Architect at Anaplan. There is growing interest in taking existing models that operate in the classic (Hyperblock) engine to Polaris. There are a variety of reasons motivating the move such as workspace optimization, accommodating natural model growth over time, and…
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The beauty of simplicity: any level of selection in a hierarchy
Author: Hanwen Chen is a Certified Master Anaplanner and Professional Services Sr. Manager at Anaplan. Use case This is an interesting use case. One of our customers wanted to be able to include/exclude any list item/member in any level of a hierarchy to/from a group. The customer calls the group “Domain”. Domains are used…
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Calculation Effort column for Classic Engine
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…
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Aggregation of text and images in Hierarchy Charts
When Hierarchy Charts were introduced to the Anaplan UX, their popularity grew very quickly. The power of the intuitive visual representation of business hierarchies, and the simplicity of setup, combined to fuel substantial adoption by hundreds of our customers. At its’ simplest, the structure of a hierarchy can be…
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LOOKUP on Time | Model Optimization Team series
Hello Anaplan Community! Welcome to the Model Optimization team's monthly blog post. This is our last post in an eight-part series, on the topics we see occurring most frequently in slow customer models. Our aim is to inform and guide how to build with best practice intentions for these model building topics. Each month,…
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How to use notifications effectively
Author: Vinay Varadaraj Mirajkar is a Certified Master Anaplanner and Senior Solution Architect at Anaplan. When you think about creating simple workflows or enabling collaboration between/within the planning teams, some of the features which can help achieve this are: sharing pages, card comments, notifications, and last…
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Text Concatenation | Model Optimization Team series
Hello! Welcome to the Model Optimization team's monthly blog post. This is an eight-part series, following the topics we see occurring most frequently in slow customer models. Our aim is to inform and guide how to build with best practice intentions for these model building topics. Each month, two of our analysts will take…
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Organizing templates for data imports
Author: Vinay Varadaraj Mirajkar is a Certified Master Anaplanner and Senior Solution Architect at Anaplan. I am sure many of us have seen the below message many times in our experience, and at times it may be very time consuming to retrieve the file which was used to create the import action. And there are also chances…
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Convert CUMULATE functions to PREVIOUS | Model Optimization Team series
Hello! Welcome to the Model Optimization team's monthly blog post. This is an eight-part series, following the topics we see occurring most frequently in slow customer models. Our aim is to inform and guide how to build with best practice intentions for these model building topics. Each month, two of our analysts will take…
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Cutover activities: Things to do before UAT and before go-live
Author: Nikitha Kumar is a Certified Master Anaplanner and Sr. Principal Solution Architect at Anaplan. Cutover activities are the tasks that are performed to transition from DEV environment to UAT or PROD environment. In the delivery lifecycle, cutover activities are done twice: UAT cutover activities are done…
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Calculate with the fewest cell | Model Optimization Team series
Hello! Welcome to the Model Optimization team's monthly blog post. This is an eight-part series, following the topics we see occurring most frequently in slow customer models. Our aim is to inform and guide how to build with best practice intentions for these model building topics. Each month, two of our analysts will take…
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How to roll back a production model to recover lost data
Author: Jessie Zhao is a Solution Architect and Certified Master Anaplanner at Anaplan. Working with a model in ALM has a lot of benefits. These include building new features in a development model anytime without affecting production users, securely managing production lists by identifying structural data that needs to…
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RANK | Model Optimization Team series
Hello! Welcome to the Model Optimization team's monthly blog post. This is an eight-part series, following the topics we see occurring most frequently in slow customer models. Our aim is to inform and guide how to build with best practice intentions for these model building topics. Each month, two of our analysts will take…
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Nested Ifs | Model Optimization Team series
Hello! Welcome to the Model Optimization team's monthly blog post. This is an eight-part series, following the topics we see occurring most frequently in slow customer models. Our aim is to inform and guide how to build with best practice intentions for these model building topics. Each month, two of our analysts will take…
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Build a random number generator in Anaplan
Author: Noah Jackson is a Certified Master Anaplanner and Principal Data and Insights Architect at Anaplan. Anaplan does not have a RANDOM formula or function, but random numbers can be useful — I was interested in it for generating sample data, but it could potentially be useful for other applications such as Monte Carlo…
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SUM and LOOKUP | Model Optimization Team series
Hi! Welcome to the Model Optimization team's monthly blog post. This is an eight-part series, following the topics we see occurring most frequently in slow customer models. Our aim is to inform and guide how to build with best practice intentions for these model building topics. Each month, two of our analysts will take…