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April 2024 Community Member Spotlight: Kirill Kuznetsov
This month we are thrilled to feature @KirillKuznetsov as our Community Member Spotlight! Kirill has been active in the Community since 2017, a Certified Master Anaplanner for the last four years, and is currently a Community Boss. You can find Kirill supporting members with answering questions (he has over 570 comments!),…
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Harnessing LLMs for enhanced Anaplan planning
Author: Joe van Bolderen is a Certified Master Anaplanner and founder of Van Bolderen Consulting Group. Introduction AI is changing the business landscape. The integration of external AI systems, particularly Generative Pre-trained Transformer (GPT) models, into Anaplan's ecosystem marks a significant shift for the…
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Planning in high gear: Accelerating manufacturing companies to success
Author: Daniel Dunleavy, Certified Master Anaplanner and Manager at Lionpoint Group. Manufacturing is the lifeblood of the US economy. In 2022, it generated $2.1 trillion of revenue, and would have ranked it as the world’s ninth largest economy(1). The sector also plays a major role in promoting growth around the world.…
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Mission NOT impossible: Org hierarchy redesign for production deployed models
Author: Tiffany Rice, Certified Master Anaplanner and Tech Lead at Prudential. In a dynamic and ever changing business environment, it is inevitable that business requirements for forecasting and planning shift over time. Particularly in times of economic volatility we see companies leaning into transformation projects to…
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A conversation with Ikhwan Ryan Aditantra — Journey | Anaplan Community Podcast
Join host Kas Gengadaren (@KasG), Anaplan’s APAC Ecosystem Manager, for our thirteenth episode of Journey, an Anaplan Community podcast. In this episode, she chats with Ryan Aditantra, Certified Model Builder and Assistant to CFO at PT Pertamina. Ryan has been with PT Pertamina for over ten years in various roles. PT…
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Anapedia in NMX now! (and some other cool updates)
Author: Kirill Kuznetsov is a Certified Master Anaplanner and Solution Architect at Planingo. Exciting news for Anaplan architects and model builders! A new Anaplan feature has just been sneaked, and I already love it! Now when you open the formula editor you can push the question mark (?) and search through Anapedia right…
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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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How I Built It: Replacing the "group by" function of Excel in Anaplan
About the 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. Hi Anaplan Community! Excel allows you to group and ungroup data areas to explore the data. Anaplan does not…
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Integrating AI with Anaplan to summarize table formatted data
Author: Henrikki Lehtola, Certified Solution Architect and Anaplan Consultant at twoday Finland. It's undeniable that artificial intelligence has revolutionized the way businesses operate. An example of this revolution is ChatGPT, a cutting-edge language model developed by OpenAI, that has the ability to understand…
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How I Built It: Number format converter (thousands and millions)
Hello Anaplanner Community! I’m excited to participate in another ‘How I Built It’ video with a Number Format Converter (thousands and millions) tutorial. This video walks you through how to dynamically update UX grid number formats on all tables and charts. This enables users to have different number formats enabled for…
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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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Anaplan coach’s playbook
Author: Arun Thakar, Certified Master Anaplanner and Vice President in the banking industry. Seldom has there been a time where a single model builder can solve all an enterprise’s business problems on their own. Anaplan engagements work better with more people than with just the efforts of an individual. That being said,…
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Transforming technical field officer alignment and quota planning: Anaplan's impact
Author: Aman Gupta is a Certified Master Anaplanner and Sr. Business Solution Consultant at Voiant Group. The integration of Anaplan marked a significant turning point in operational efficiency for our software client. Empowered by advanced data visualization and analysis tools, this consultancy enables IT professionals to…
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The Truth About Sparsity: Part 2
In part one I defined sparsity, shared how combined hierarchy lists have been a common technique to avoid it, and dispelled some of its associated myths. I also discussed some issues you will encounter when using combined hierarchies. In part two I will discuss the modeling considerations for handling sparsity and the best…
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Streamline your marketing efforts: Omnichannel planning and budgeting in Anaplan
Author: Ben Hilgendorf, Certified Master Anaplanner and Senior Analyst at Talking Rain Beverage Company®. Anaplan's UX has undergone significant advancements in recent years, enabling businesses to prioritize not only quantitative but also qualitative and process-oriented aspects of planning. Among these, marketing program…
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How I Built It: Refreshing current date in an Anaplan model using Cloudworks
Author: Sai Bandaru is a Certified Master Anaplanner with six years of experience architecting Anaplan models. Hello Anaplanners! In today's fast-paced business environment, having accurate and up-to-date information is crucial for making informed decisions. In this ‘How I Built It’ tutorial, I'll explore a practical and…
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March 2024 Community Member Spotlight: Wendy Wen
March is Women's History Month and we're recognizing some of our outstanding female Community members! Our Journey podcast episode featured Silvia Di Feliciantonio (@SilviaDF) , and now in our Member Spotlight we are excited to introduce Wendy Wen (@Wendy)! Wendy is a trailblazing Certified Master Anaplanner whose…
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How I Built It: Number lists
Author: Soumya Bhattacharya is a Certified Master Anaplanner and technology consultant at Accenture. Hello Anaplan Community! This ‘How I Built It’ tutorial represents one of the benefits of a Number list and how we can use it to dynamically update the module line-item description. This function helps to build a dynamic…
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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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Tips for successful key leader and stakeholder communications
Author: Aaron Overfors is a Certified Master Anaplanner and Principal Architect at Spaulding Ridge. In any Anaplan implementation, there is always a compelling event for the work to be done. There is some value to be realized, challenge to be overcome, and/or some process to be improved in part with the technology. Behind…
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A conversation with Silvia Di Feliciantonio — Journey | Anaplan Community Podcast
Just in time for International Women’s Day, today’s Journey podcast features two outstanding women in the Anaplan ecosystem: host Kas Gengadaren (@KasG), Anaplan’s APAC Ecosystem Manager, and Silvia Di Feliciantonio (@SilviaDiF), Anaplan Certified Model Builder and Manager at Deloitte Consulting. Silvia is an experienced…
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Revolutionizing sales operations with Anaplan's Workflow
Author: Einas Ibrahim, Finance and SPM Consultant and Certified Master Anaplanner. Anaplan's Workflow feature leads the way in revolutionizing sales operations, particularly with its group approval functionality. This comprehensive tool simplifies the approval chain by defining clear responsibilities for each step in…
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Pro tips on troubleshooting large Anaplan formulas
Author: Andrew Barnett is a Certified Master Anaplanner and Director at Allitix. The Planual serves as our guide for building things the right way in Anaplan. But let's face it, the real world can sometimes be a bit messier. Anaplan environments often consist of a series of models shaped over time by different people with…
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New School Year Brings New Challenges for U.S. Universities
Anticipation is in the air, and perhaps, even a hint of cooler weather that signifies fall is coming. Recent high school graduates are eager to begin their higher education journey, and many continuing students are excited to see their classmates and professors in person after more than a year of online study and to take…
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Higher Ed: Planning for the Future in a Time of Constant Change
It has now been more than a year since the coronavirus pandemic began wreaking havoc on all segments of U.S. business and society. Some sectors and organizations have learned how to adapt to the vast changes in how we do business and go about our daily lives while we all await a return to some semblance of normalcy.…
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Community Perspective: Introducing PlanaPY - A Python library for simplified Anaplan API integration
Author: Erik Schau, Senior Business Analyst, The Duckhorn Portfolio. Introduction As data-driven decision-making becomes increasingly essential for businesses, the demand for seamless integration with enterprise planning platforms is on the rise. Anaplan offers powerful APIs for developers to interact with its platform,…
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Top 25 Anaplan features released in 2023
Author: Misbah Ansari is a Certified Master Anaplanner, Anaplan Community Boss, and CEO/Founder at Miz Logix. Within this fast-pacing world it is important for technologies to move even more faster. Anaplan — being a leader in the Connected Planning world — released a plethora of changes and/or updates in 2023 to almost…
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February 2024 Community Member Spotlight: Alessio Pagliano
Join us in celebrating @Alessio_Pagliano as our featured Community Member Spotlight for February! Alessio's inspiring journey in the Anaplan ecosystem spans seven years, marked by notable achievements such as becoming a Certified Master Anaplanner and a Community Boss. Explore Alessio's impressive Anaplan journey and…
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Anaplan for career growth
Author: David Edwards is a Certified Master Anaplanner and Principal at Columbus Consulting. Anaplan has long been a tool for driving growth and transformation within the companies that utilize its technology. However, it is also helpful to understand how being well-versed in Anaplan implementation and development is a…
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Designing models that scale
Author: Arun Thakar, Certified Master Anaplanner and Vice President in the banking industry. One of the aspects which determine whether a model will meet the need of the business is how well it can scale. Whether the constraint is balancing numerous concurrent users, or having dimensions with high indices, or both and…
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Tips on role communication and building Anaplan models
Author: Chad Frantz is a Certified Master Anaplanner and Senior Consultant at Lionpoint Group. It can be tempting when developing a new model in Anaplan to jump right into the technical aspects and start building to get all the benefits as quickly as possible. But one aspect of optimizing the modeling experience that can…
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A conversation with Austin van der Linden — Journey | Anaplan Community Podcast
Welcome to our second podcast episode of 2024! Tune in today to hear Dennis Lemoine (@DennisL), Director of Customer Engagement & Experience, chat with Austin van der Linden (@Austinv) — Certified Master Anaplanner, Certified Solution Architect, and Corporate FP&A Technical Lead at Dentsply Sirona. Austin has been with…
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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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Creating and measuring value from Enterprise Performance Management solutions
Author: Mitch Max is a Certified Master Anaplanner with over 10 years’ experience in implementing Anaplan solutions, and 40 years' experience guiding and advising financial services organizations on best practices for Enterprise Performance Management. Currently, Mitch leads the EPM practice in North America for Lionpoint…
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January 2024 Community Member Spotlight: Tristan Silverio
We are thrilled to kick off 2024 with our latest Community Member Spotlight, @TristanS ! Tristan has been part of the Anaplan ecosystem for the last eight years and an active contributor in the Community for nearly seven years. Continue reading to get to know Tristan, his inspiring Anaplan journey, and contributions below!…
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Rolling NPV with timescale workaround
Author: Iain Briggs is a Certified Master Anaplanner and Associate Director at Lionpoint Group. One known limitation of Anaplan’s NPV function is that it calculates across the full timescale. However, a relatively common requirement in investment analysis is to generate a rolling NPV — in other words, to calculate the NPV…
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January 2024 Community Q&A Challenge — join the discussion and collect a badge!
Happy New Year to the Anaplan Community! We are thrilled to kickoff 2024 with a new Q&A Challenge, providing an opportunity to reflect on the previous year one more time. In the fall of 2023, we introduced our Community Q&A Challenge series centered around Anaplan-related questions, encouraging Community members to reflect…
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A conversation with Misbah Ansari — Journey | Anaplan Community Podcast
We’re kicking off our 2024 podcast season with a well-known Community name! Join host Kas Gengadaren (@KasG), Anaplan’s APAC Ecosystem Manager, as she interviews one of top Community members — Misbah Ansari (@Misbah), Certified Master Anaplanner, Anaplan Community Boss, Planual co-admin, and CEO and Founder at Miz Logix.…