Blog

Articles about the Anaplan Community and Connected Planning

Did You Know? Anaplan Extensions
Author: Ahmed Brahim is a Certified Master Anaplanner and Senior Consultant at Atkan. Hello Anaplan Community! In this ‘Did You Know’ video, I’ll be going over the various Anaplan Extensions and covering: What Anaplan Extensions are The different add-ons available (Excel, Google Sheets, PowerPoint, etc.), Relevant use…
Harnessing the power of Combined Grids: A unified experience for developers and end users
Author: Saikrishna Bandaru is a Certified Master Anaplanner and Sr. Anaplan consultant. Introduction: Why Combined Grids matter With the October 2025 Anaplan release, one of the most impactful enhancements in the UX is the Combined Grids capability. Combined Grids allow page builders to bring together data from up to five…
From alternative to essential: The expansion of private markets
Author: Daniel Dunleavy, Certified Master Anaplanner and Manager at Alpha FMC. Private markets — once the domain of large institutions and specialized investors — are now playing a central role in how businesses grow and how capital flows through the economy. As the global economy moves into 2026, private investment in…
Top 25 Anaplan features released in 2025
Author: Misbah Ansari is a Certified Master Anaplanner, Anaplan Community Moderator, Leader India User Group, and Founder at Miz Logix. Anaplan has consistently released several features monthly to stay ahead of the competition and enjoy being a leader in the Connected Planning world. 2025 was no different and there were…
Forecasting tuition revenue with confidence: A finance leader’s playbook
Author: Lucas Proa Filippi, Senior Consultant and Certified Master Anaplanner. Forecasting tuition revenue is one of the most consequential planning exercises in higher education. For many institutions, it represents the single largest source of operating revenue. Even small forecasting errors can ripple across…
A reading list to broaden your abilities beyond Anaplan technical skills
Author: Tristan Colgate is a Certified Master Anaplanner and Managing Director at Fidenda. It’s early January and, after a well-needed break over the holiday season, many of us will be returning to work with renewed energy and a desire to level-up our careers over the coming year. I hope this article gives some ideas for…
Inspired by the best: Master Anaplanner insights to close out the year
Hello, Anaplan Community! What an amazing year it’s been! As we look back on 2025, I am absolutely blown away by the spirit of collaboration and support that defines our community. Every single day, you all show up for each other, sharing knowledge, solving complex challenges, and pushing the boundaries of what’s possible.…
’Twas the sprint before go-live
Author: Brent Orr is a Certified Master Anaplanner and Global Data Architect at Accenture. Set to the tune of 'Twas the night before Christmas'. ’Twas the sprint before go-live ’Twas the sprint before go-live, when all through the model, Not a calc was circular, not even a toddle. The blue cells were sparse, all formatted…
User Access Models (UAM): Why managing access is hard and how to make it work
Author: Artem Shchaulov is a Senior Anaplan Consultant and Solution Architect with 8+ years' experience implementing global EPM solutions. In my experience, User Access Management (UAM) inside Anaplan works perfectly as long as the model footprint is small. The built-in UI allows administrators to add users, assign roles,…
From trade promotions to profitability: A digital oath to revenue growth management
Author: Tingting Xia is a Certified Master Anaplanner, EPM Manager and Supply Chain practice lead in Keyrus with 8 years of Anaplan experiences. She has been leading and wrapping up a trade promotion planning solution at one of the top global breweries. Client challenges prior using Anaplan First and foremost, the massive…
Key recertification updates: Deadline and holiday support
To give everyone more flexibility during the busy holiday season, the recertification exam deadline has been extended to January 31st. The details Exams must be passed, not just scheduled, by January 31st. The promotion for Professional Solution Architects to take a free attempt at the Certified Master Anaplanners exam…
Anaplan Connect, automation, and AI
Author: Steven Kraplin is a Certified Master Anaplanner and Senior Financial Analyst at The MathWorks. Anaplan Connect is an Anaplan native tool designed to facilitate automation leveraging Anaplan’s API. Combined with a scheduling tool, this allows for bulk processing of data with limited to no touch points. Recently,…
Hybrid approach to planning and execution: Anaplan for Salesforce and ADO
Author: Miki Sato is a Product Manager, Product Management Team (Data Management) at Anaplan. In my previous post, I outlined the different ways Salesforce and Anaplan integrate — from the Embedded UX experience (Anaplan Tab) to data-level integrations such as the Anaplan Data Orchestrator (ADO) Salesforce Connector. Since…
How I Built It: Codebreaker game in Anaplan
Author: Chris Stauffer is the Director, Platform Adoption Specialists at Anaplan. My kids and I enjoy code-breaking games, and so I wondered if I could build one in Anaplan. Over the years, there have been many versions of code breaker games: Cows & Bulls, Mastermind, etc. The object of this two-player game is to solve…
What happens if you miss the Anaplan recertification deadline?
Maintaining your Anaplan certification is crucial for validating your expertise and staying current with the platform's latest advancements. Missing the recertification deadline means you will lose your certification status and need to start the certification process over from the beginning. This article outlines the…
How I Built It: Customizing Summary Methods
Author: Mitch Aist is a Certified Master Anaplanner and Principal Consultant at Tru Consulting. In this How I Built It video, I share a unique method for creating custom logic for Summary Methods. Learn how to create line items that can identify the hierarchy level of list items. You can even use this technique to utilize…
End user documentation made easy with Anaplan
Author: Hillary Sich is a Certified Master Anaplanner and Senior Manager at Accenture. Do you actually enjoy creating end user documentation for the models we build? Are you creating end user documentation as a Word document with multiple screen shots per page? If so, then this article is NOT for you! Why not leverage…
Planning, pie, and people: What I’m thankful for in the Anaplan Community
Author: Mikhil Agarwal, Certified Master Anaplanner and Delivery Manager at VISEO USA Inc. As we dive into the holiday season, a time for family, reflection, and maybe just one more slice of pie, I’ve found myself thinking about a different kind of table I sit at throughout the year. Not the one in the dining room, but the…
Recording available: Tackling frequently missed certification exam topics
Thank you to those who attended our recent event. If you missed it or would like to re-watch, here is the recording and a few resources to help with your recertifications! Don't wait to get the process started — you'll be glad you took the time to do it now before the holidays. Recording…
Unlocking AI's potential: How Anaplan's new data layer ends planning chaos
Author: Miki Sato is a Product Manager, Product Management Team (Data Management) at Anaplan. Your data is now harmonized, normalized, and ready for the AI era. 1. The scale AI needs Are you ready to truly leverage AI, but constantly hit a wall because of data chaos? In today's fast-paced environment, planning needs to be…
How I Built It: User Access Management
Author: Kevin Dale Bandelaria is a Certified Master Anaplanner and Solutions Delivery Head at OmniQuest, Inc. Solution overview The User Management process in Anaplan was developed to simplify how administrators set up and maintain model roles and selective access settings for users. Traditionally, configuring access in…
How to navigate a list index reset while preserving your planning data
Author: Evan Groetch is a Certified Master Anaplanner and Business Intelligence Manager at Fresenius Medical Care. Seeing that your list import has failed due to the index hitting its maximum value can be a frustrating experience. Cursory research on Anapedia will show you there is a “Reset” button at the bottom of the…
Less granular, more accurate: The "granularity = responsibility" principle in FP&A
Author: Taichi Amaya, Certified Master Anaplanner, and Financial Planning and Analysis Specialist at Pasona Group, Inc. Reading time: approximately 5-6 minutes. "We need more detail in our forecasts. Let's have each sales rep submit their numbers individually — that way, we'll be more accurate." Sounds reasonable, right?…
Data integration best practices — Event recording available!
Last month, we hosted a Community Challenge inviting members to share their best practices on data integrations. We provided both beginner and advanced prompts to encourage members to discuss how they move data in and out of Anaplan, share tips for smooth integrations, and inspire others in the Community. Yesterday, we…
October 2025 Spotlight: Community Boss Employees
This month, we’re highlighting the newest Community Boss Employees (CBEs) who joined the program in 2025! The Community Boss Employees program brings together top internal Anaplan experts who actively share their knowledge, support members, and elevate conversations across the Community. Our CBEs bring fresh perspectives…
Accessible by design: Our new accommodations for certification exams
Taking a proctored exam can be intimidating, even for the most seasoned professionals. While certification validates a learner’s skills and expertise, the exam environment itself can sometimes pose unnecessary barriers. Our goal is to test your ability, not your endurance. That’s why we’ve made significant updates to make…
Getting started with Anaplan APIs: What you need to know
Author: Dmitri Tverdomed is a Data Architect and Director at Zooss Consulting. Following on from my recent article on best practices in data integration, today I take a closer look at Anaplan’s APIs: What they are, why do they matter, and how should you get started to unlock efficiencies for business? In this article:…
Event recording available: Experience the future of Anaplan Support
If you missed our event demoing the new Customer Support Case Portal, a recording is now available. We covered why we are removing email, the benefits of the portal, using the dynamic case form, and a number of other relevant topics. We went through managing users, working with partners, and how to most effectively use the…
Smarter forecasts, stronger decisions through Integrated Finance Planning
Shruti Mahato is a Certified Master Anaplanner and Senior Manager in Accenture with 8 years of Anaplan experience. She has recently participated in IFP Partner training. Her thoughts are reigned from hands-on experience on the application which she wants to enthusiastically wants to apply within her organization and for…
Acing the Professional Solution Architect recertification
When the Anaplan Academy team first read Maryna Dunets' article on the new recertification process, we were thrilled to learn about her positive experience with the updated exams. Our goal has always been to design an exam that accurately measures a candidate’s ability to use the platform while minimizing unnecessary…