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How I Built It: Limitless interdependent multi-select filters
Author: Daniel Badura is a Certified Master Anaplanner and Lead Architect at Dr. Oetker. Hello Anaplan Community! In this ‘How I Built It’ tutorial, I show how you can build filters that filter filters, without using any dependent dropdowns. Each filter allows multiple selections, and they are all mapped using a single…
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A conversation with Kevin Cho — Journey | Anaplan Community Podcast
Welcome to episode 15 of Journey, an Anaplan Community podcast. Tune in today to hear host Kas Gengadaren (@KasG), Anaplan’s Senior Program Manager of Global Ecosystem Experience, chat with Kevin Cho (@kevin.cho) — Certified Master Anaplanner, Community Boss, and Planning Systems Manager at Atlassian. Kevin is an…
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How I Built It: Real-time goal-seek in Anaplan
About the Author: Tristan Colgate is a Certified Master Anaplanner and Managing Director at Fidenda. Hello, Anaplan Community! One modeling challenge that we sometimes come across — especially when replacing a spreadsheet-based solution — is how to automatically goal-seek to calculate a result, when the calculation is…
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June 2024 Community Member Spotlight: Rob Marshall
This month we are thrilled to feature @rob_marshall as our Community Member Spotlight! Rob is our first-ever Anaplan employee member spotlight, and we wanted to highlight all the incredible contributions he has made over the years. Additionally, he’s part of our Community Boss Employees program, which we just launched last…
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A conversation with Philipp Erkinger — Journey | Anaplan Community Podcast
Welcome to episode 14 of Journey, an Anaplan Community podcast. Tune in today to hear Dennis Lemoine, Director of Customer Engagement & Experience, chat with Philipp Erkinger (@PhilippErkinger) — Certified Master Anaplanner, Anaplan Community Boss, and Principal Solution Architect at Bedford Consulting. Philipp loves to…
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Converting Text to Date and Date to Text
Author: Julie Ziemer is a Certified Master Anaplanner, Anaplan Community Boss, and Solution Leader/Business Analyst at Akili. While Anaplan has specific functions to convert between data types, converting Text to Date and Date to Text are two commonly searched topics on Community and they require the use of several…
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Noted! Using model notes in Anaplan
Author: Hillary Sich is a Certified Master Anaplanner and Consultant Manager at Allitix. We use sticky notes, OneNote, Evernote…. Even if we can’t agree on the type of notes we use in everyday life, we can all agree that notes are an important tool. We use them for organization and communication. The big question here is,…
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Variance impact calculator
Author: Anya Skvortsova is a Certified Master Anaplanner and CoE Lead at Asana. Purpose FP&A is often asked to calculate the impact of variables on the total variance. There is more than one way to go about it. I’d like to share a variety that uses the typical Salary/HC reporting modules output to define the contributions…
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Careers in Planning You Didn't Know Existed
Are you focused, organized, and able to stay calm under pressure? Can you see the big picture, while paying attention to the details? Do you have a natural ability to listen and understand others? Planning might just be the career path for you. With so many jobs that align well with the tendencies of a natural-born…
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Unlock Your Potential: Future Master Anaplanner Training at CPX
Are you ready to take your Anaplan skills to new heights? This year’s Connected Planning Experience (CPX) is the opportunity you’ve been looking for! Enjoy the comforts of a dedicated lounge, connect with some of the top Anaplan minds, and get the recognition you deserve when you become a Master Anaplanner. This year at…
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How I Built It: Dynamic month, quarter, and year filter
Hello Anaplanner Community! I’m excited to participate in the ‘How I Built It’ video series with a dynamic month, quarter, and year filter tutorial. This video will walk you through how a dashboard can dynamically update time on all tables and charts. This enables multiple users to have different filters enabled on the…
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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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Did You Know? Model building hacks
Author: Kirill Kuznetsov is a Certified Master Anaplanner and Solution Architect at Planingo. Hi fellow Anaplanners, Today I would like to share six model building hacks I use on a daily basis. This is not what can be found in Anaplan learning course — some of them I figured out myself, some are hidden in Anapedia, and…
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Implementing Polaris: Lessons learned
Author: Philipp Erkinger, Certified Master Anaplanner and Principal Solution Architect at Bedford Consulting. There are days in your professional career where you get to observe something special. October 20, 2022 was such a day, when I received access to a Polaris workspace to build a model proof of concept. Having worked…
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Five lessons I learned in 2022
Author: Manuela Apostol, Certified Master Anaplanner and Anaplan & BI Solutions Architect at Logicor Anaplan is a resilient and very flexible tool and has demonstrated it can be used to adapt plans in days or weeks to current market trends — or rather — shocks! I have found that I’ve also needed to adapt my work strategy…
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How I Built It: YTD values using a fake calendar
Author: Jared Dolich is a Certified Master Anaplanner with 8 years architecting Anaplan models. Anaplan Champions! A colleague asked me recently how I might obtain a YTD value using a fake calendar. Yeah, I know — I should have asked why they couldn’t use the normal time hierarchy, but there are occasions where you are…
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Introducing our new Community Boss Employees program!
We are pleased to announce the launch of our Community Boss Employees program! In 2023, we rolled out our re-imagined Community Boss program to hand-selected customer and partner Community advocates. This year, we are excited to expand the program by including a select group of exceptional Anaplan employees. These…
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Seasonality Chart—Simple as That
Comparison By Year Comparison By Year Several times I have been asked for a chart with the possibility to compare seasonality or month over years. It´s proven to be both popular and useful in its own simplicity. In a regular line chart, you’ll have all time periods after one another, whereas, in this version, you´ll be…
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How to traverse hierarchies: The power of loops
Introduction Whenever you use a hierarchy, there will often be times when you are required to seek specific information which will necessitate some way to traverse the nodes and map out their connections. What you seek may be a list entity, a specific value, or a unique identifier, and this can become complicated if the…
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Custom waterfall methodology
Author: Anya Skvortsova is a Certified Master Anaplanner and CoE Lead at Asana. Purpose: There is more than one way to tackle the waterfall calculations. I’d like to share one custom variety that proved to be especially handy for use cases of new asset depreciation and revenue recognition. Customers seems to like the…
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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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Experimenting with automated documenting
Author: Taichi Amaya, Certified Master Anaplanner, and Financial Planning and Analysis Specialist at Pasona Group, Inc. When I first started model building, I looked at the model map and was impressed by how easy it was to understand the logic of the model. Even now that we are dealing with larger models, we can look at…
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Did you know? Line item references across dimensions
Author: Noah Jackson is a Certified Master Anaplanner and Principal Data and Insights Architect at Anaplan. Hello Anaplan Community! I'm excited to bring you the first video in Community's 'Did You Know?' series! This new series will dive into aspects of Anaplan that are often misunderstood or users have requested more…
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How I Built It: Data Hub basics
Author: Josh Baker, Certified Master Anaplanner and Senior Vice President at PJT Partners. Hi Anaplan Community! I’m excited to share my new ‘How I Built It’ video on Data Hub basics, including setup, automation, and model to model data/attribute loads. For some background: The demo utilizes comma separated files…
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Navigating data integration challenges in Anaplan: strategies and solutions
Author: Shivankur Sharma is a Certified Master Anaplanner and assistant manager in the consulting industry. In today's data-driven business landscape, organizations rely on robust tools and platforms to streamline their financial planning and analysis (FP&A) processes. Anaplan, with its versatile capabilities, has emerged…
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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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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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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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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…
