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Community Challenge Recap: Enhanced board layouts — event recording available!
Last month, we hosted a Community Q&A Challenge inviting our members to get hands-on, explore how they work, and share what they discovered from our board layout enhancements from our July release. Throughout September, members participated in testing out new page-building capabilities, submit real world use cases, and…
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Using Anaplan as a monitoring layer for Workday processes
Author: Josh Baker is the Head of Finance Operations and Transformation at PJT Partners, Master Anaplanner and Workday Financials – Pro. Currently leads accounts payable, accounts receivable, expense, and finance transformation. Reporting is not actionable or intuitive Most finance operations teams have the same problem,…
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Re-enabling model history rollback after a recent ALM sync
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…
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How I Built It: AdHoc Hub Framework
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…
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The Decision Contract, Part 2: Translating better decisions into better Anaplan design
Steven Barry is a Certified Master Anaplanner and Connected Planning Sales Lead at Kearney. In Part 1 of the series, I introduced the decision contract as a way to clarify what decision a planning process must produce before the team begins designing the Anaplan solution. The contract defines the decision, owner, timing,…
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The Decision Contract, Part 1: A better starting point for Anaplan design
Steven Barry is a Certified Master Anaplanner and Connected Planning Sales Lead at Kearney. This is the first article in a two-part series on using a decision contract to improve Anaplan solution design. Part 1 introduces the concept and explains how it can help teams clarify the business outcome before they begin…
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One model, many countries: The template and the reality
Author: Daniel Badura is a Certified Master Anaplanner and Solution Architect at Dr. Oetker. A consistent, transparent planning approach offers many benefits, but applying it across an international organization is no small task. Markets differ in priorities and business practices: customer preferences and buying habits,…
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Event recording available: Streamlining Business Processes With Anaplan Workflows
If you missed our Anaplan Community Experience event on Streamlining Business Processes With Anaplan Workflow, a recording is now available! Anaplan experts Elizabeth Schera, Architecture & Adoption Director at Anaplan, Kaka Siu, Sr. Platform Adoption Specialist, Allison Slaught, Architecture & Platform AI Director, and…
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Event recording available: Scaling accuracy and automation with Anaplan Forecaster
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…
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Connecting Amazon S3 to an Orchestration Platform
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…
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Building and using Anaplan model metadata
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,…
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Designing explainable models: Making complex allocations transparent in Anaplan
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…
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Enhanced board layouts — Community Q&A Challenge
This month, we're launching a new type of Community Challenge focused on learning and discovery! We're excited to spotlight the board layout enhancements from the July Release, and we're challenging you to get hands-on, explore how they work, and share what you discover. This is your opportunity to experiment with these…
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The Sales Crediting Journal: From concept to implementation
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…
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Improving planning adoption beyond technology
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.…
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Multi-level bill of materials explosion or breakdown
Author: Alexandru Pavel is a Certified Master Anaplanner and Solution Architect at Keyrus. In manufacturing, supply chain planning, and production management, it is often necessary to determine the quantities of raw materials required to produce a finished good. This process, commonly referred to as BOM (Bill of Materials)…
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How AI found my Polaris model's breaking point in an hour — a job that would have taken 60
Author: Vamshidhar Reddy Peesari is an Anaplan Solution Architect in the BI Planning Center of Excellence, specializing in large-scale Polaris models and model governance. If you build on Polaris, you live with the number 64. The Dimension Index Total — the sum of the index scores of every dimension on a line item — is the…
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How I Built It: Classic vs. Polaris — a dimensions-first approach to module design
Author: Valeria Sicuro is a Certified Master Anaplanner and Professional Service Consultant at Bedford Consulting. In this ‘How I Built It’ video, I demonstrate how dimensionality decisions impact model design in Anaplan, and how the same business requirement can lead to different implementations depending on whether you…
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Event recording available: Building Smarter Models with Polaris and Planual
If you missed our event on Anaplan Community Experience: Building Smarter Models with Polaris and Planual, a recording is now available! Anaplan experts Jason Blinn (@jasonblinn) Architecture and Performance Director, Theresa Reid (@TheresaR) Architecture and Performance Director, and Mark Warren (@MarkWarren) Architecture…
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Case Study: Anaplan model performance and size optimization
Author: Pranjal Agrawal is a Certified Master Anaplanner and a Senior Anaplan Consultant at Hinduja Global Solutions Limited (HGS). The challenge I was working for a client who at the start of their fiscal year introduced some new functionalities in Anaplan. They initially estimated that the additional data flowing in for…
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Dynamic Time Filters and Dynamic Line-Item Filters
Author: Hanwen Chen: Certified Master Anaplanner and Professional Services Sr. Manager at Anaplan. Dynamic Time Filters and Dynamic Line-Item Filters are common features in Anaplan models that provide users with greater flexibility when viewing reports. Dynamic Time Filter A Dynamic Time Filter allows users to select the…
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Event recording available: Achieving enterprise savings with Anaplan Optimizer
If you missed our event on Anaplan Community Experience: Achieving enterprise savings with Anaplan Optimizer, a recording is now available! Anaplan experts Thuener Armando da Silva (Principal AI Product Manager), Pritha Shah (Sr. Product Marketing Manager), and Bill Dowling (Principal Platform Adoption Specialist) shared…
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Making the most of Anaplan Data Orchestrator
Author: Sanja Boll is a Certified Master Anaplanner and Sr. Solution Architect at GlobalFoundries. Anaplan’s Data Orchestrator (ADO) is very effective tool to import, transform, and load data into your Anaplan models. When used correctly, it can cut your data integration and transformation efforts by 50%, however…
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The hidden valley: Auditing Anaplan solutions for adoption and value
Author: Avirup Sen is a Certified Master Anaplanner and a senior consultant and solution architect at EyeOn. A key reason for Anaplan’s global success story is how it is adopted easily across organizations for its ease of business adoption. Users globally love the platform, not only for the performance and scale of…
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Tell us about your ultimate Anaplan dinner party — Community Q&A Challenge
Ready for something a little different? Today we are kicking off a brand new, lighthearted challenge just for fun! We want to celebrate the connections that make this Anaplan ecosystem so great. You are curating the ultimate Anaplan Community dinner — bringing together people who inspire, challenge, and elevate the…
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Event recording available: Driving Security, Compliance, and Governance with the Anaplan Audit Log
If you missed our recent Anaplan Community Experience event on Driving Security, Compliance, and Governance with the Anaplan Audit Log, a recording is now available! Anaplanners from across the globe joined our panel of experts, Chris Stauffer, Bill Dowling, and Jon Ferneau, for a deep dive into how you can build a robust…
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How I Built It: Anaplan accessibility — Navigating the Anaplan UX using hands-free tools
Author: Mitch Aist is a Certified Master Anaplanner and Senior Solution Architect at Anaplan. In this episode of ‘How I Built It’, Master Anaplanner Mitch Aist shows us how to use the Anaplan UX hands-free using voice dictation and command software, Dragon Naturally Speaking. ‘How I Built It’ video Timestamps 0:00 – Intro…
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Designing Anaplan import actions: clear vs update-only
Author: Sripriya Rao is a Tech Lead at Prudential Financial and an Anaplan Solution Architect. How to choose safe, predictable behavior for file and model-to-model imports Quick takeaway Use “Only update imported cells” for delta/partial sources and most automated runs. Use “Clear target prior to import” only when the…
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Event recording available: Building Valuable Anaplan Workflows
If you missed our event on Anaplan Community Experience: Building Valuable Anaplan Workflows, a recording is now available! Anaplan experts Chris Stauffer (Director of Platform Adoption), David Elston (Director of Product Management Applications), and Elizabeth Schera (Architecture and Adoption Director, Operational…
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How I Built It: Process logging
Author: Karim Bhaidani is a Certified Master Anaplanner & Transformation Director at Spaulding Ridge. In this 'How I Built It' video, I demonstrate how to build Process Logging in Anaplan to enable non-workspace admins to view a summary of the most recent hour and date any process ran within the model on a front end…
