Blog

Articles about the Anaplan Community and Connected Planning

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,…
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,…
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…
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…
2025 Anaplan Platform Recertifications (June Update)
DON’T MISS OUR INFO SESSIONS Register now for the July 9th ACE session on updates to the Anaplan Certification Program. Partners should plan to attend the partner boost session in June for more information. ANAPLAN ACADEMY SYSTEM DOWN TIME – JULY 6TH & 7TH Anaplan Academy will be unavailable on July 6th and 7th due to…
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…
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…
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…
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…
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…
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…
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…
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…
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…
How to take full advantage of the new Hierarchy Card feature
Author: James Cannon is a Certified Master Anaplaner, Solution Architect, and Senior Manager at EY. In the ever-evolving landscape of planning and business modeling, Anaplan continues to separate itself from the pack and lead the charge with innovative solutions that streamline and enhance the end user experience. One…
Did You Know: Tips for using assets in Anaplan
Author: Chad Frantz is a Certified Master Anaplanner and Senior Consultant at Lionpoint Group. I expect that most members of Community who are taking the time to read this have used images and charts on their model building journey. But I wonder how many have also used the Assets functionality in Anaplan? I had been aware…
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…
A conversation with Lis de Geus — Journey | Anaplan Community Podcast
Today we're excited to share episode 16 of Journey, an Anaplan Community podcast. Our host, Dennis Lemoine (@DennisL), Director of Customer Engagement & Experience, chats with Lis de Geus (@lis.degeus) — Certified Master Anaplanner and Principal Solution Architect at Bedford Consulting. Lis has been in the FP&A space on…
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…
New Community Challenge – share your fun Anaplan builds and collect a badge!
We're thrilled to announce a brand new Community Challenge kicking off this month — the Builder Challenge! This is an opportunity to showcase your creativity and share the fun and innovative Anaplan model builds you've created. As a bonus, we will select participants to present their model builds in a special Community…
Four tips on Anaplan model documentation
Author: Timmy Thomas is a Senior Anaplan Model Builder at Autodesk, Inc. Documentation within Anaplan may seem like a mundane topic, but it is crucial to the long-term success and vitality of an Anaplan model. Inevitably, there will be change management to deal with throughout a successful model’s lifespan. Whether the…
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…
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…
Tips on building out a new model
Author: Andrew Tye is a Certified Master Anaplanner and Anaplan Process Developer at Aviva. As a new model builder one of the more daunting prospects is beginning the build of a brand new model. You’ve completed the various training courses, supported an existing build, and maybe have done some small enhancements to an…
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…
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,…
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…
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…
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…
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…