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Anaplan Academy is getting an upgrade!
New look, new features, and a better learning experience! We're thrilled to announce that our Anaplan learning hub, Anaplan Academy, is getting a major upgrade! That's right, we've been hard at work behind the scenes to make your learning journey smoother, more engaging, and tailored to your needs. What you can expect with…
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Setting up action naming conventions that will withstand the test of time
Author: Taylor Giesler is a Certified Master Anaplanner and Director, Enterprise Performance Management at Alpha Alternatives. I have been a consultant for nearly four years now, and I have seen a lot of models, some easier to follow than others. The person building the model isn’t always the same person maintaining it…
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Event recording available! Model design best practices
If you missed our event yesterday, November Challenge Recap: Model design best practices, a recording is now available. Last month, we invited the Anaplan Community to share their best advice for model design. In this recap event, speakers Rob Marshall (@rob_marshall) and Adam Trainer (@AdamT), both from Anaplan’s…
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How I Built It: Creating functional P&Ls using line item subsets without COLLECT formula
Author: Austin van der Linden is a Certified Master Anaplanner and Senior Model Builder at Hubspot. Hello Anaplan Community! In this 'How I Built It' Tutorial, I show how you can build functional P&Ls using line item subsets as a mapping tool. One of the cool functionalities provided with line item subsets is that you can…
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New Customer Care portal coming soon
Discover a better way to get the help you need and submit cases At Anaplan, our goal is to deliver a platform that’s as robust and stable as possible. But as with any software, there will always be issues that crop up from time to time. When they do, we know you want to find answers and get help as quickly as possible.…
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December 2024 Community Member Spotlight: Seyma Tas
As we wrap up 2024, we’re excited to feature @seymatas1 as our final Community Member Spotlight of the year! Seyma has been part of the Anaplan ecosystem since 2020 and has contributed over 120 comments in the Community in the past two years. She became a Certified Master Anaplanner in the last year, and is an active…
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Four reasons the Anaplan Community is the BEST!
Hello Anaplanners! November is a time of thanksgiving in the U.S. — and while I know our Community is worldwide — there is never a bad time to show thanks, right?! Ginger, here. If you don’t know me, I manage the platform our Community runs on, and also a lot of the content posted weekly, along with my amazing content…
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Did You Know: Mastering Anaplan color matching
Author: Brent Orr is a Certified Master Anaplanner and Global Data Architect at Accenture. Hello Anaplan Community! The objective of this ‘Did You Know’ tutorial is to guide users on how to match the background colors of Anaplan management reports to maintain consistency with other pages in Anaplan. The video is below, but…
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My journey on Workflow implementation — Part 1: the buildout
Author: Kevin Beltz has been a Certified Master Anaplanner since 2018 and is writing this blog on behalf of Wildflower Aspect. Hello Anaplan Community! Today I’m happy to share Part 1 of my Workflow journey. I segmented the blog into three sections: the state of Anaplan at my client, live build thoughts, and a summary…
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2025 Recertification update
We're working on enhancements to the certification program, focused on further elevating the quality and credibility of our certified professionals. These improvements will highlight the expertise of our super users to provide a distinct advantage in the competitive market. We expect to share more details in the spring of…
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Event recording available! Implementing with Polaris
If you missed our event yesterday, Implementing with Polaris, a recording is now available. In this event, Jonathan Goldsmith (@E2EJonathan), CoE Leader from NVIDIA, and Stephen Rituper (@Stephen), Head of the Operational Excellence Group at Anaplan, hosted a dynamic discussion exploring their experience in implementing…
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Share your model design best practices – November 2024 Community Challenge
We’re excited to announce our second Best Practices Challenge of the year! This Challenge series is open for Community members to share their expertise and tips on a specific topic. Join us to spotlight your knowledge and explore fresh ideas from other members in Community! For our second Best Practices challenge, we’re…
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Spring cleaning your Anaplan experience: Best practices for model optimization
Author: Wendy Wen is a Certified Master Anaplanner and Senior Director at Globalization Partners. As we embrace the arrival of spring, it's an opportune moment to fine-tune your Anaplan experience, enhance model efficiency, and elevate user satisfaction. In this blog post, I will delve into essential best practices and…
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October 2024 Community Member Spotlight: Cianna Bramley
This month, we are excited to feature @cianna.bramley as our Community Member Spotlight! Cianna is a Model Optimization Manager, Community Boss Employee, and has been with Anaplan for over seven years. Cianna, who leads the Model Optimization Team, worked with her team this year to launch an eight-part series in Community…
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Event recording available! Polaris use cases & best practices
If you missed our event yesterday, Polaris Use Cases and Best Practices, a recording is now available. In this event, Rob Marshall (@rob_marshall) from Anaplan, John Dorma (@johndorma) from Twelve Consulting, and Harshita Mysore Shankar (@HarshitaMysoreShankar) from Adobe discuss Polaris, how it differs from Classic, use…
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2024 Recertification Requirement Announcement: Using Workflow in Anaplan!
We're thrilled to announce our 2024 recertification process for Certified Model Builder, Certified Solution Architect, and Certified Master Anaplanner. Being a Certified Model Builder, Certified Solution Architect, or Certified Master Anaplanner means that you’re a highly qualified and valued part of the Anaplan ecosystem!…
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Celebrating 100K Community members!
Thank you, Community! We’re thrilled to announce that we have reached 100,000 registered users, all thanks to you — our incredible members! Your creativity, commitment to helping others and continued enthusiasm has made the Community a special place for our members. We know the Community is the one place within the entire…
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Event recording available! Modeling tips and tricks
Last month we hosted a challenge inviting Community members to share their thoughts on modeling best practices — over 30 tips were shared! Yesterday, we held an event highlighting that guidance every model builder should know. Jason Blinn (@jasonblinn), Principal Solution Architect and Employee Community Boss at Anaplan,…
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Embracing the journey: reflecting on 2023, anticipating 2024
I was recently reading a LinkedIn News article, 34 Big Ideas that will change our world in 2024, and one quote from it made me laugh — “Humans just aren’t very good at predicting” by Freakonomics Radio host Stephen Dubner. While this normally may be true, my first thought was, “I can — with 100% certainty — predict that…
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How I Built It: Flagging hierarchy list levels
Author: Timothy Peterson is a Certified Master Anaplanner and Senior Delivery Associate at Spaulding Ridge. Greetings Anaplan Community! Hello and thank you for checking out my ‘How I Built It’ tutorial. In this video, I will showcase how you can leverage ratio and formula summary methods to flag different hierarchy list…
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Driving business transformation with Alessio Pagliano — Journey | Anaplan Community Podcast
Tune in today for a conversation on driving business transformation as a CoE Leader! We welcome Alessio Pagliano (@Alessio_Pagliano) to Journey, an Anaplan Community podcast along with host Dennis Lemoine (@DennisL), Director of Customer Engagement & Experience. Alessio has been in the Anaplan ecosystem for seven years,…
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From clutter to clarity: Mastering documentation in Anaplan
Author: Madison Matous is a Certified Master Anaplanner and Solution Architect at Akili Inc. Though not always the most glamorous task, documentation is critical to overall project success. It serves as a standardized reference for both the development team and end users. Successful adoption of a new Anaplan model is…
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Getting to know your model
Author: Stacey Gibbens is a Certified Master Anaplanner and Anaplan Solution Architect, leading the Center of Excellence at Globe Life. Maybe you’re a new employee at a company who has been using Anaplan for a while, or maybe your company has contracted with an Anaplan partner to have some models built. Either way, it will…
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How I Built It: Integrating Hierarchy Cards, Anaplan Connect, and Outlook
Author: Kamal Verma is a Certified Master Anaplanner and Solution Lead at Accordion. Hello Anaplanner Community! I am excited to participate in my second ‘How I Built It’ tutorial. Many clients want to be informed via an email notification when changes occur in their models. This video will present one method to extend the…
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7 Inspiring Books: Anaplan Community Reading List
Tomorrow is World Book Day—a day to celebrate the power of a good book and the impact it can have on our lives! A book that uplifts, excites, and changes us is also a book that we inevitably want to share with others. So, in recognition of this global event, we asked Anaplan leadership to share titles that have affected…
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August 2024 Community Member Spotlight: Timmy Thomas
This month, we are excited to feature @TimothyThomas as our Community Member Spotlight! Timmy has been a vital part of the Anaplan ecosystem for the past four years, bringing his expertise and passion as a Certified Solutions Architect and Community Boss. With over 125 comments in Community, Timmy is known for his…
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Getting started in Anaplan: An interview with Pulkit Chawla
Hello Anaplanners! My name is Kas Gengadaren, and I am a Senior Manager for Global Ecosystem Experience at Anaplan. One of the things that I love about my role is connecting with people at all stages of their journey in the Anaplan ecosystem, and shining a spotlight on them and their accomplishments. I recently shared an…
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Workflow: A comprehensive guide to streamlined planning
Author: Prasanth Kosuri is a Solution Architect and EPM Consultant at Deloitte. Anaplan Workflow, introduced in September 2023, has revolutionized the way organizations approach planning. This powerful tool offers a range of enhancements designed to improve efficiency, accuracy, and collaboration. Anaplan Workflow allows…
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Share your modeling tips and tricks — Best Practices Community Challenge
As we step into September, we’re thrilled to introduce a new and exciting addition to our Anaplan Community Challenges: the “Best Practices” challenge! Throughout the year, we’ll be inviting Community members to share best practices and tips around a specific topic. It’s a fantastic opportunity to showcase your expertise…
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Recording available! Change Management for CoE Leaders and Implementers
If you missed our event yesterday, Change Management for Anaplan CoE Leaders and Implementers, a recording is now available. Often overlooked and underappreciated, effective change management is the single greatest contributor to the success of realizing the benefits of a project. An Anaplan project does not end with the…
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Strategies for clear and significant business insights
Author: Judee Dimapilis is a Certified Master Anaplanner and co-founder at Malaya Tech Consulting. Within the ever-changing landscape of business operations, reporting that is both accurate and informative has never been more crucial. However, there are common reporting challenges that many businesses encounter that makes…
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How I Built It: Data locking and validation within processes
Author: Noah Jackson is a Certified Master Anaplanner and Principal Data and Insights Architect at Anaplan. Hello Anaplan Community! I’m excited to share this ‘How I Built It’ video with you. In this tutorial, I walk you through two types of actions that you can add to your Anaplan processes to improve your data access…
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Strategic Planning: 6 Steps for Small Businesses
As a small business owner, you’re a member of a unique group of people that face a specific set of challenges when it comes to business planning. You’ve identified the right niche, hired a rock-star team, and are poised to conquer the business world! When the initial buzz wears off and you’re left to compete in an…
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Fundamental lessons I learned in 2023
Author: Ethan Rold is a Certified Master Anaplanner and Senior Manager at Grant Thornton LLP. Winter in the U.S. is basketball season, and it is in full swing. When you attend a high school basketball game, more than likely you will hear the crowds of the student body chant “fun-da-men-tals” in a sing-song style to mock a…
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Build a game in Anaplan! Recording from the Builder Challenge event
Our August Community Challenge invited people to share creative or useful Anaplan models they've built, and WOW — the Community delivered! We recently hosted an event to walk through a few of the unique and fun model builds — a recording is available below. Tune in to see four fun model builds: Kirill Kuznetsov…
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Display timestamp on your Anaplan dashboard
Author: Hannah Shan is a Certified Master Anaplanner and Senior Consultant at Lionpoint Group. I've come across discussions about whether there's a way to display the action timestamp on the UX for the end user — and there have been some great suggestions to bring in the date by leveraging CloudWorks. But what if the end…
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Getting started in Anaplan: An interview with Bhumit Jain
Hello Anaplan Community! My name is Kas Gengadaren, I am the Senior Manager, Global Ecosystem Experience. I recently had the opportunity to interview Bhumit Jain (@Bhumit285), an Anaplanner somewhat new to our ecosystem and a recent learner from the Talent Builder Guided program. We often showcase our experienced community…
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Best practices for technical documentation of a model
Author: Arun Thakar, Certified Master Anaplanner and Vice President in the banking industry. As go-live approaches and admin and end user training gears up, the question of ‘how do we document the model?’ might be front and center in your daily standups. Fear not! This article will cover some of the best practices on…
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Pro tip: Process & Import IDs
When setting up data integrations the process or import actions are often referred to by name, however, this practice isn't robust and can cause process failures if names are changed in the model. During development and enhancements, a model builder may choose to edit the name of a process or import to the model. This…
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Don’t miss these upcoming events!
We have several exciting events coming up — opportunities to learn and have a little fun! Check out what's on the calendar and be sure to RSVP. If you are unable to attend live, be sure to sign up anyway as a recording will be sent out after each event (and also posted in Community). ACE Spotlight: "Builder Community…
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Kickstarting your career in the Anaplan ecosystem: A beginner's guide
Author: Einas Ibrahim, Finance and SPM Consultant and Certified Master Anaplanner. Embarking on a journey in the Anaplan ecosystem offers a unique blend of challenges and opportunities. As someone who started from the basics and advanced to being recognized as a Certified Master Anaplanner, I've gathered numerous insights…