Blog

Articles about the Anaplan Community and Connected Planning

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…
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…
How I Built It: Flagging hierarchy list levels
Author: Timothy Peterson is a Certified Master Anaplanner and Senior Delivery Associate at Spaulding Ridge. Greetings Anaplan Community! Hello and thank you for checking out my ‘How I Built It’ tutorial. In this video, I will showcase how you can leverage ratio and formula summary methods to flag different hierarchy list…
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…
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…
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…
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…
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…
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!),…
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.…
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…
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…
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…
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…
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,…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…