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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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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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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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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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The model lifecycle: Managing Anaplan workspaces for long-term success
Author: Chandresh Lad is a Product Manager at Anaplan. Building a great model is a significant achievement. Keeping it effective, reliable, and easy to manage as the business evolves is a different challenge. Many Anaplan implementations begin with a clear objective: deliver a planning solution that meets an immediate…
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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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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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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…
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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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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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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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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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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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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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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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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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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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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…
