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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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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.…
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How I Built It: Beginners guide to integrating with Anaplan using Python
Author: Matt Budd, Certified Master Anaplanner and CIO at Nightingale College and Solution Architect at Dialed Solutions. Hello Anaplan Community! In the last year, I've done a lot of work around creating automation and integrations with Anaplan using Python. Several solutions I've built using Python include: Creating a…
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Case study: Exploring innovative use cases with Anaplan
Author: Kyle Sakowski is a Certified Master Anaplanner and Director of Anaplan Center of Excellence at Everest. In the realm of reinsurance and risk management, Everest Group LTD stands as a beacon of industry excellence. As the landscape evolves, Everest recognizes the imperative to not just adapt but actively seek new…
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My favorite new Anaplan features in 2023
Each year, Anaplan strives to not just maintain, but to enhance their platform in the form of periodic monthly new releases. This can take various forms. It could take the form of major sweeping updates like unveiling the New UX or Management Reporting pages. On the other hand, it could be focused on more micro-level…
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The Anaplan Way: Essential documents for implementation
Author: Laiza Tagumpay is a Certified Master Anaplanner, former Customer Success Business Partner at Anaplan in the Philippines, and is now a Solution Architect at an implementation partner in Canada. The Anaplan Way (TAW) follows an agile approach emphasizing speed, adaptability, and iteration. However, this can sometimes…
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How I Built It: Extending LISS capabilities
Author: Kamal Verma is a Certified Master Anaplanner and Director at Accelytics. Hello Anaplanner Community! I am excited to participate in my first ‘How I Built It’ tutorial. Clients and end users are always looking for methods to concisely display relevant data and streamline their data interactions. This video will…
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Get inspired — Community Bosses share their 2024 goals!
It’s the first week of the new year, and if you’re not yet in goal-setting mode, we’re here to inspire you with a few ideas from our Anaplan Community Bosses! We asked a few of our Bosses to share their perspective on any or all of the following questions: What are your Anaplan-related goals for 2024? What do you hope to…
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New Academy badging for Certified Master Anaplanners and Solution Architects!
The Anaplan Academy is thrilled to share some exciting news with you! In response to your valuable feedback and to enhance the recognition of your achievements, the Academy is thrilled to announce the launch of our highly anticipated Anaplan Certification Badge, designed to showcase your expertise in Anaplan and provide…
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Community perspective: Monitor activity in your models using an action log
Model actions are a useful tool when it comes to automating routine tasks in Anaplan. They enable a wide range of applications such as data integration, list management, or model maintenance. To keep track of action-related activity in a model, we can rely on the Start Date and Time (UTC) column in the Actions pane: A…
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How I Built It: Fantasy Football draft
Author: Zach Hird is a Certified Master Anaplanner and Senior Consultant at Peloton Consulting Group. Hello Anaplanners! Learn how I used Anaplan to aid my fantasy football draft experience in this fun and different ‘How I Built It’ tutorial. I use live fantasy football data to give myself a competitive advantage while…
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Top five new model building tips and additions that changed my life
Author: Ayesha Zoha, Certified Master Anaplanner and Manager at Cervello. As we all have started using the new modeling experience, here are my top five features which have made model building easier and more efficient: Formula indentation. One of the significant additions in the new model building experience is the…
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Step-by-step: User-based sorting
Author: David Edwards is a Certified Master Anaplanner and Principal at Columbus Consulting. While there is sufficient documentation regarding how the user list can be an effective tool for UX filtering and dynamic cell access, there is also the opportunity to leverage users when designing custom sorting functionality…
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How I Built It: Popular Word Game
Community Manager note: In our new “How I Built It” series, we will be showcasing the incredible talent in the Anaplan ecosystem! From technical content that will help you navigate common challenges, to insights into creative solutions — these videos will offer a peek into how your peers do their jobs. Hi Anaplanners! I’m…
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How I Built It: Two-step approval process and audit trail
Greetings fellow Anaplanners! In this episode of ‘How I Built It’, I show you how I build a typical two-step approval process and corresponding audit trail in Anaplan. This functionality accomplishes the following requirements: Analyst users can submit a batch of process data or model results. The manager user then can…
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A conversation with our Community Bosses — Journey | Anaplan Community Podcast
2023 is rapidly coming to an end, and to wrap up the year we invited a few of our Community Bosses to join Dennis Lemoine, Director of Customer Engagement & Experience, for our nineth episode of Journey, an Anaplan Community podcast. Please welcome: Andrew Tye (@andrewtye) , Anaplan Process Developer at Aviva. Location:…
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How I Built It: Flagging new list items
Author: Chris Allen is a Certified Master Anaplanner and Manager at Allitix. Hello, and thank you for checking out my ‘How I Built It’ video tutorial on flagging new list items! The video will walk you through the process of flagging list items as "new." The key step in the process relies on an import to flag all current…
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Center of Excellence: centralized vs decentralized
Author: Bram Kurstjens is a Certified Master Anaplanner and leads a consulting team at EyeOn. You might expect a five-step plan to build a successful Center of Excellence (CoE) from a consultant, but that would be highly misleading in my experience. With this post I would rather like to start a discussion and hopefully…
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November 2023 Community Member Spotlight: Julie Ziemer
This month we are shining the spotlight on @jziemer, who has been part of the Anaplan Community for over six years! A Certified Master Anaplanner since 2016, and a recently appointed Community Boss, Julie has been an incredible Community leader. Read more to learn about Julie's Anaplan journey, deep Anaplan knowledge, and…
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Allowing users to submit confidential requests
Audrey Neet is a Certified Master Anaplanner and Principal Solution Architect at Tru Consulting. In most use cases, we can rely on selective access to control who has access to what list items in a model. However, there are a few use cases where a stronger level of access is needed, such as access given only to a specific…
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Recording available! Implementing Polaris: A deep dive on best practices
If you missed our event on December 5, the recording is now available! In this event — Implementing Polaris: A deep dive on best practices — Philipp Erkinger (@PhilippErkinger) and Niko Vilkko (@nvilkko) from Bedford Consulting are joined by Stephen Rituper (@Stephen) and Dennis Lemoine (@DennisL) from Anaplan to discuss…
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Community perspective: How to maintain corporate brand standards in Anaplan
Overview One responsibility of a marketing team is creating and regulating the corporate brand standards. Logos represent the most recognizable part of this tool kit, but the choice in color can be equally important when consumers are challenged with recognizing popular companies. McDonalds: Red & Yellow. Starbucks: Green…
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November 2023 Community Q&A Challenge — join the discussion and collect a badge!
Building on the incredible success of our inaugural Community Q&A Challenge in September 2023, we're thrilled to announce our second Q&A Challenge! In the Anaplan Community, we've always believed that the key to success lies in members coming together to connect, share knowledge, and support one another. Your enthusiastic…
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A grateful look at Anaplan's growth and Community impact
Author: Madison Matous is a Certified Master Anaplanner and Solution Architect at Akili Inc. The weather is staring to get cooler, and leaves are changing colors (neither completely apply in Texas though 😊) which means Thanksgiving in the U.S. is right around the corner. "Okay, I'm in my sweatpants! Bring on the food." —…
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How to unite an Anaplan Center of Excellence
Author: Nick Alvarez is a Certified Master Anaplanner and Manager, Anaplan Model Building Empowerment at Autodesk, Inc. Introduction We’re on a journey to unite Anaplanners across Autodesk under one Anaplan Center of Excellence (CoE). As we expand the Anaplan honeycomb and our models become more and more connected, we’ve…
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An Anaplan rescue mission
Author: Daniel Badura is a Certified Master Anaplanner and Senior Consultant at valantic Business Analytics GmbH. Over the years, we have worked with clients at various stages of their Anaplan adoption journey. Some were just getting started, while others had been using it for several years and use cases. 2023 brought a…
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New UX app migration using card template
Author: This blog was contributed by a consultant with Deloitte. One of the key components of ALM functionality is the deployment or migration of code from a Dev model to Prod model. Since Anaplan does not provide an ALM sync for UX changes, the most common approach used is creating duplicate copies of Dev pages and…
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Streamlining travel data: A comprehensive approach to trip parsing and expense linking
Author: Steven Kraplin is a Certified Master Anaplanner and Senior Financial Analyst at The MathWorks. In a recent project, I was faced with the task of designing a model that could efficiently consolidate travel data from various systems. The goal was to organize the data into trips and link all related expenses incurred…
