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 control and validation:
* A “Lock” action and an “Unlock” action that you can use to easily toggle access between different steps of a process.
* A “Data Check” action that we will set up to intentionally fail and halt the process when further action is needed.
In my sample model I use the “Lock / Unlock” actions to allow a non-Admin end user to import into a table for which they should generally have read only access. I use the “Data Check” action to draw attention to when a new product is added and requires a decision point, which avoids having to re-run imports and reduces the risk of missed steps.
I think these concepts and some of the tips and tricks I cover could be useful in all sorts of contexts; leave a comment if you see something that you think might fit in your models!
2024 Certificate Maintenance for Certified Master Anaplanners
The 2024 Certified Master Anaplanner Program has begun and there's incredible opportunity for 2024 Certified Master Anaplanners (CMAs) to demonstrate their thought leadership, technical expertise, evangelism, and mentorship capabilities across the entire Anaplan Ecosystem!
At their core, a Certified Master Anaplanner is someone who elevates others in the Anaplan ecosystem through the many ways they share their expertise. They do this through their mentorship, sharing their community perspective and technical architecture thought leadership, demonstrating innovative solutions, providing product feature insight, ideating and inspiring others in the Anaplan Community to define the future of the platform, leading COE development, developing innovative roadmaps to scale the platform for business decision-making, and championing for Anaplan in the competitive market.
The 2024 Contribution Activities list is attached to this post, accessible for CMAs to download (last updated 02/5/2024):
Each contribution activity is mapped to four engagement zones to understand and communicate how Certified Master Anaplanners are driving impact within the Anaplan ecosystem. As mentors, thought leaders, Connected Planning evangelists, and technical experts, Certified Master Anaplanners are critical to elevating the broad Anaplan ecosystem and driving immense value through the many ways they share their expertise!
2024 CMA Contribution Activities.pdf
Each engagement zone is important to the Certified Master Anaplanner Community, the entire Anaplan Ecosystem, and the Anaplan Community! Our goal in highlighting these zones is to give each of you, as Certified Master Anaplanners, the opportunity to easily align your experience and personality with activities that are best suited for you to make a significant impact in a particular area of the Anaplan ecosystem. To that end, we ask that you select an engagement zone to focus on for your primary contribution activities or choose the unique blend of engagement zone activities you want to be recognized for. Will you aim to be one of the few Certified Master Anaplanners who complete activities in all four engagement zones during 2024?
We will be taking an agile approach towards contributions in 2024; therefore, we will review this list at least quarterly and share new contribution activities throughout the year as we determine a need.
Certification Maintenance Requirements
Certified Master Anaplanners must meet two key requirements during 2024 to renew their certifications for 2024. Unsurprisingly, the 2024 requirements are reflective of similar requirements in place during 2023.
Complete Contribution Activities for 400 points (due December 15th, 2024)
There will be a mid-year check-in requirement for Certified Master Anaplanners to complete half (200 points) of the annual points requirement by June 30th, 2022, or ensure they have activities totaling 200 points lined up and confirmed by that date.
Remain/Renew Certification as a Certified Solutions Architect (due in alignment with Anaplan Academy deadline once released)
Also included again this year is the mid-year check-in requirement. The goal for this requirement is to create greater visibility into where and how Certified Master Anaplanners are contributing, as well as to assist Certified Master Anaplanners in proactively planning how they will attain contributions throughout the year.
If you are a Certified Master Anaplanner who has any questions about the requirements for annual certification maintenance, your status, or how to engage, please email MasterAnaplanners@Anaplan.com.
If you are interested in the Certified Master Anaplanner Program and wish to learn more about how to become a Certified Master Anaplanner, please review the resources here and reach out to Certificate@Anaplan.com with any questions.
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 Dentsply Sirona for a little over a year — they are the world’s largest manufacturer of professional dental products and technologies and empower dental professionals to provide safer and faster dental care. Before that, he spent time working at WeWork, Anaplan, and Peloton Group.
In this episode, Dennis asks Austin to share about his journey in the Anaplan ecosystem, his first Anaplan project, his #1 Anaplan tip, his full circle moment, and more.
“The thing that I liked most about [Anaplan] is that someone like myself, with not that much of a technology background, can essentially figure it out! And not only figure it out but do so much with it. You can go from this giant data set with millions of rows, to something that is meaningful.” – Austin van der Linden
Tune in and let us know what people and topics you would like to see in future episodes.
View all past podcast episodes here.
Certified Master Anaplanner Eligibility
Certified Master Anaplanners are Anaplan’s most experienced platform evangelists who share a common technical language and are involved in the structural development of their models. Anaplan's current customers, registered partners, and employees are all eligible to become a Certified Master Anaplanner, given they're willing and able to meet the requirements below.
Candidates must fulfill the below criteria*:* Complete the core Academy trainings by becoming a Certified Solution Architect
* Register for and pass the Certified Master Anaplanner exam
*More courses may be added upon impending releases.Interested in becoming a Certified Master Anaplanner?
Learn about the Certified Master Anaplanner Certification Exam and the steps to get started.
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 each line item.
* Users can choose which line items they would like to see numbers in thousands or millions.
* Allow users to easily see larger values in small Anaplan UX grids.
* You can design for each line item you would like to have this for.
* Check out my idea in the Idea Exchange and upvote: Number scale line item format.
I have another ‘How I Built It’ tutorial on dynamic month, quarter, and year filters here.
All the 'How I Built It' tutorials can be found here.
…….About the Author: Arjun Gandhi is a Co-Founder and Certified Master Anaplanner at Tekplanit and has been in the Anaplan ecosystem for 8+ years. He has deployed hundreds of applications across 16+ industries for finance, supply chain, and sales use cases.
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.
Misbah’s expertise and helpful demeanor has positioned him as one of the most knowledgeable people in the Anaplan ecosystem. With over 200 discussions started and 2,500+ comments, we are continuously impressed with the time and energy he lends to the Anaplan Community.
A little background on Misbah: he is an experienced information technology operations manager with a demonstrated history of working in the consumer goods/service industry. He is skilled in Anaplan, project management, data analysis, business development, accounting, customer relationship management, and FP&A.
Listen in as Kas and Misbah discuss how Misbah got started with Anaplan, his involvement with the Planual and Community, what it means to be a Community Boss, and his plans for the future.
“To all newcomers, I would say — if you feel that you have questions, please go ahead and post in Community. You will find ten different meaningful responses. And it’s for you to choose which one you will want to go with. And all ten of them will be right. It expands your horizon when you look at one problem with ten different answers.” – Misbah Ansari
Tune in and let us know who you would like to see in future episodes. And a huge shout-out to Misbah — THANK YOU for being an integral part of Anaplan!
View all past podcast episodes here.
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 Python Anaplan connector
* Managing data integrations directly within Anaplan (no code)
* Kicking off integrations within Anaplan UI
* Managing large data dependencies using a Python orchestrator
With the use of Python, the integration and automation possibilities are endless. In this ‘How I Built It’ video tutorial, I go over a very simple and effective way to use Python to integrate with Anaplan. This method uses a Python connector I created to simplify the integration with Anaplan. This connector manages the more challenging parts of the API with ease (i.e., chunking, certificate-based authentication, status checking, and error handling). Information on the connector with its documentation can be found here.
[How I Built It] Beginners guide to integrating with Anaplan using Python
If you have any questions about the content found in this video, leave a comment, and I'll be more than happy to help!
Community Manager note: In our new “How I Built It” series, we showcase the incredible talent in the Anaplan ecosystem! From technical content to help you navigate common challenges, to insights into creative solutions — these videos will offer a peek into how your peers do their jobs. Check out additional How I Built It tutorials:
* [How I Built It] Dashboard Filter using Line Item Subset
* [How I Built It] Waterfall calculation
* [How I Built It] Popular Word Game
How do I use a line item formatted by a month for mapping in a column dimensionalized by time
I have a value (in this instance it is the number 13 in January 24) that I need to populate in the line item below it in the month of February 25. The entire module is dimensionalized by time (month). The Feb 25 formula is an add months function that references an input from a different module based on the quarter of the current period. The sum function doesn't work at all and when I try the lookup it's doing the opposite of what I want (In this example it is using the Feb 25 date for mapping and populating the Jan 24 column with the values from Feb 25, I need it to do the opposite.)
Essential Anaplan topics
The best way to hone your expertise is practical experience. We recommend one or more years of hands-on experience using Anaplan to uncover all you can do with the platform. Training can also help you advance your technical skills and learn best practices for working with Anaplan.In addition to our required training, the following materials can help you get a well-rounded understanding of the platform. Learn how you can grow your knowledge in the areas below:
Center of Excellence Topics
* Data Hubs: Purpose and Peak Performance
Governance & Structure
* Building a Center of Excellence
* Introduction to Centers of Excellence
* Selecting Center of Excellence Governance Structures
* Center of Excellence Roles and Responsibilities
* Why Do I Need a Center of Excellence?
Data Integration Topics
Importing and Exporting Data
* Data Related Training Classes
* Get Started with Imports
* Export from Anaplan
* Overview of Private and Default Files
* Import Data Sources
Integration Platform and Connectors
* Data Integration
* Anaplan Connect
* Guide to Data Integration using Anaplan REST API
* Anaplan API Guide and Reference
* Tableau Connector for Anaplan
* Excel Add-in Version 4.0
* Third-party Data Integration
* Anaplan Connector Guide for Dell Boomi
* Anaplan HyperConnect Powered by Informatica
Model Building Topics
Model Building Best Practices
* Best Practices for Module Design
* Formula Optimization in Anaplan Knowledge
* Time Range Application
* Reduce Calculations for Better Performance
* PLANS–This Is How We Model Shared Best Practice
* Add Notes
Formulas and Functions
* Calculation Functions
* YEARTODATE Function
* Formula Structure for Performance
* SELECT Function
* RANK Function
Dynamic Cell Access
* Dynamic Cell Access
* Dynamic Cell OR Selective Access
* Dynamic Cell Access Learning App
* Selective Access (Anapedia)
* Selective Access (Academy)
* Time Ranges
* Introduction to Time Ranges
* Time Ranges–The Basics
* Filter (Anapedia)
* Filter Best Practice
Application Lifecycle Management (ALM)
* ALM Overview
* Revision Tag Best Practices
* Save Incomplete Changes when Synchronizing in ALM
* Production Lists Overview
* Structural Information Reference
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 you with a distinguished recognition in the industry on July 10, 2023! (Please note: this is separate than the Community badge program!)
At Anaplan, we are committed to recognizing the accomplishments and skills of our valued community members. After rigorous development and testing, we are excited to unveil our Anaplan Certification Program, an industry-leading assessment that validates your proficiency in leveraging the power of Anaplan.
The Anaplan Certification Exam Badge is a digital symbol of excellence that signifies your commitment to mastering Anaplan's platform and delivering outstanding results. By displaying this badge on your professional profiles, such as LinkedIn, resume, or email signature, you can instantly demonstrate your expertise to potential employers, clients, and peers.
Here are a few key details about our new badging system:
* Digital badge: Each certified individual will be awarded a digital badge, a visually appealing emblem that encapsulates your certification achievement. The badge will be easily shareable across various online platforms, such as LinkedIn, email signatures, and personal websites.
* Verified authenticity: The digital badges are securely issued and verified, ensuring the credibility of your certification. Prospective employers, clients, and professional networks will have confidence in your qualifications, as the badges provide a direct link to your verified accomplishments.
* Rich metadata: The badges will contain detailed metadata, showcasing the specific certification you have earned, the skills and knowledge you have demonstrated, and any relevant expiration dates or renewal requirements. This comprehensive information will provide a comprehensive overview of your capabilities to anyone viewing your badge.
* Simplified sharing: Sharing your certification achievements will be effortless with our badging system. You can easily embed your badges on your digital platforms, allowing you to instantly promote your expertise and enhance your professional reputation.
The certification badges are for Certified Solution Architect (CSA) and Certified Master Anaplaner (CMA). To earn the Anaplan Certification Exam Badge, you must successfully pass our rigorous certification exam. The exam covers a wide range of Anaplan concepts, functionalities, and best practices, ensuring you have the skills needed to drive successful planning and decision-making processes using Anaplan.
Please review the following resources for more information on how to become a Certified Master Anaplanner or Solution Architect:
* Solution Architect Certification Eligibility
* Become a Certified Master Anaplanner!
* Badge earner instructions (login provided once badge is earned)
If you have any questions or concerns regarding the upcoming badging system, please don't hesitate to reach out to the certification program at firstname.lastname@example.org.
We are excited to embark on this journey with you and witness your professional growth as an Anaplan certified expert. Let's celebrate your accomplishments together with the Anaplan Certification Badge!
How I Built It: Fantasy Football draft
Author: Zach Hird is a Certified Master Anaplanner and Senior Consultant at Peloton Consulting Group.
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 drafting real fantasy football teams. Using Anaplan pages and unique filtering, I am able to understand which players are optimal and suboptimal to draft in each round according to ranking deviations between various FF platforms. Anaplan makes this analysis seamless and efficient so I can crush my 2023 fantasy football drafts and thus leagues.
Let me know if you have questions!
All the 'How I Built It' tutorials can be found here. Check out the most recent ones:
* How I Built It: Dynamic month, quarter, and year filter
* How I Built It: Improving the end user experience
* How I Built It: Data validation
2024 Recertification Requirement Announcement: Using Workflow in Anaplan!
We're thrilled to announce our 2024 recertification process for Certified Model Builder, Certified Solution Architect, and Certified Master Anaplanner.
Being a Certified Model Builder, Certified Solution Architect, or Certified Master Anaplanner means that you’re a highly qualified and valued part of the Anaplan ecosystem! As stewards of Anaplan, our goal is to ensure your expertise stays relevant, regardless of when you were certified. Staying current with the latest Anaplan product releases and best practices will maintain your certification and enhance your expertise.
This year, the certification maintenance requirements for 2024 details that a course — Using Workflow in Anaplan — is required to be completed prior to January 31, 2024 by all Anaplan Certified Model Builders, Certified Solution Architects, and Certified Master Anaplanners. If you are not certified but still wish to complete the Workflow course, it is available here.
Certified Model Builder and Certified Solution Architect
The requirements to maintain certification are the same for both a Certified Model Builder and a Certified Solution Architect.
2024 Maintenance Requirements (valid through December 31, 2024):
* Complete Using Workflow in Anaplan (approx. 2 hours and 30 minutes)
* Completion of the Workflow training course will re-certify you for 2024
Certified Master Anaplanner
The requirements for Certified Master Anaplanners (CMAs) to maintain certification include maintaining your certification as a Certified Solution Architect and completing the CMA contribution activity requirement. CMAs may read more about the contribution maintenance requirements here.
2024 Maintenance Requirements (valid through December 31, 2024):
* Complete Using Workflow in Anaplan (approx. 2 hours and 30 minutes)
* Collect the required contribution activity points prior to the end of the year* Need points still? Please email email@example.com
* Completion of both the Workflow training course and your required contribution activity points will recertify you for 2024
* Questions on your status as a CMA should be directed to firstname.lastname@example.org
For general questions, please reach out to email@example.com, or leave a comment!
Please note: We are excited to announce that the Japanese version of the course will be available soon! 🇯🇵
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 choose whether to approve or reject the submission.
* Anaplan captures data about EACH action in the business process, creating the audit trail.
What other kinds of approval processes have you encountered? What other methods have you seen for this type of functionality? Let me know in the comments!
All the 'How I Built It' tutorials can be found here.
About the Author: Mitch Aist has been a Master Anaplanner for 6+ years. During that time, he taught Anaplan at the university level and developed solutions across a wide range of industries for FP&A, workforce planning, and sales operations planning use cases.
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: Cambridge, United Kingdom
* Kirill Kuznetsov (@KirillKuznetsov) , Solution Architect at Anaplan partner Planingo. Location: world traveler currently in Kazakhstan
* Timmy Thomas (@TimothyThomas), Finance Manager at Groupon. Location: Eugene, Oregon
Representing the customer and partner perspectives, these three individuals dive into their highlights from this year, what they are looking forward to in 2024, their goals for the new year, and more.
Thank you to everyone who tuned in this year as we launched our podcast. We look forward to sharing more stories, connecting with more of you, and showcasing the amazing talent in the Anaplan ecosystem in 2024!
Check out our past podcast episodes:
* Episode 1: Prince Ayinde, Business Analytics Manager at LinkedIn
* Episode 2: Jared Dolich, partner and founder of Retailitix
* Episode 3: Daanish Soomar, “Guy with the sign” and Founder/CEO of DSI Consulting
* Episode 4: Jon Ferneau and Zack Fennessy from Zenix Consulting
* Episode 5: Stacey Gibbens, Solution Architect at Globe Life
* Episode 6: Clarissa Hassfurder, CEO at Double10 Consulting
* Episode 7: Shrankhla Singh, CoE Lead at NTUC Fairprice
* Episode 8: Avnish Goel, Certified Master Anaplanner at ScriptStory
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 list members as true before importing in new list members, which will appear as false. The methodology to drop the "new" designation depends on user's preference. We'll cover the two basic methodologies: automatic and manual. Both methodologies can be intertwined into one process and custom rules can be incorporated to fit the user's needs.
The process has been a request by some clients for their own awareness of changes and/or help ensure data integrity. It's an important step to leverage for innovation planning where users have the ability to create innovation SKUs. When master data sets up the actual SKU, which an innovation SKU is a placeholder for, this process serves as a reminder to replace the innovation with the actual SKU; it's unlikely the innovation SKU will have the same code or description as the actual SKU set up by master data.
Check it out and let me know if you have any questions!
All the 'How I Built It' tutorials can be found here.
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 impactful Community contributions.
We asked Julie about her background and history with Anaplan. Here’s what we learned!
I have been working in the realm of accounting, finance and planning for over three decades. The last nine years of this journey have been focused on developing Anaplan solutions for my Akili clients. These solutions have spanned FP&A, HR, supply chain, and incentive compensation. Akili is a cutting-edge business management and technology consulting firm and, by far, the best place I have worked. There have been many opportunities for moves to different roles and companies over the past nine years, and I continue to choose Akili and my passion of Anaplan model building. I am a Certified Master Anaplanner, an Anaplan Community Boss, have written Community blogs and have served on several Anaplan Live! panels over the years.
We asked Julie a few questions to get to know her.
Please share an Anaplan success story you’re proud of.
There have been so many over the years that it is hard to highlight one, but I would say that moving companies from ridiculously complex Microsoft Excel workbooks to the Anaplan platform are the most rewarding. With these projects, there is ALWAYS a major improvement in efficiency, accuracy, business data consolidation, and security. I also find that the most rewarding projects are the ones where we can get clients deeply involved in the development and coach them on how to effectively use the platform. This is always a two-way learning process that results in the best solution for the client.
Please share something you can teach about Anaplan — any tips and tricks you’d like to highlight?
* Follow Planual and stay up to date on it! It is the bible on best practices.
* Don’t be afraid to ask the Community for help. There is so much to learn about Anaplan that there is no way to know it all. You may be an expert in a certain area, but like any software, if you don’t have a need to apply a functionality in real life, you can’t expect to be a master. The Community is the best place to leverage other people’s learnings.
* With respect to a precise tip on Anaplan functionality, you may or may not know that in addition to the standard bulk copy function in Versions, you can also bulk copy from any list member to another. I may be a little slow, but it took me a while to realize that bulk copy was not limited to native Versions. I use it on many of my clients with a non-native Versions list. This allows for an efficient monthly/quarterly version locking process while still being able to subset for model size efficiency. Go to Settings/Versions/Bulk Copy and use the drop down to select the list with members you want to copy to/from.
What do you enjoy about the Anaplan Community?
The camaraderie. Members are genuinely interested in helping other people and sharing their expertise. “How I Built It” videos are the most helpful in my mind, but we need a lot more out there! I encourage all Community members to share.
What's the best piece of advice you've ever been given?
“Don’t eat the yellow snow.” Just kidding — that was my grandfather speaking! Actually, I am torn between “Don’t take things personally” (Don Miguel Ruiz, The Four Agreements), and “You will add more value if you genuinely do not care about getting personal credit for your work.” I got that advice from a mentor over 20 years ago and it has served me well.
We hope you enjoyed learning more about Julie in this month’s Community Member Spotlight. Thank you, Julie, for being an outstanding Community contributor and advocate!
Check out Julie's Community articles:
Interested in learning more about our Community Member Spotlight series? Check out this post.
Do you know someone in the Community who you think should be featured in a Community Member Spotlight? We want to hear about it — please nominate them here.
18.104.22.168A Beginning Inventory formula
I need some help in this formula
* Beginning Inventory: This line item needs to display the value from the Beginning Inventory line item in DAT01 Beginning Inventory module for the first week of the year and the Ending Inventory from the previous week for all other weeks of the year.
i have just created these in my SYS01 time module
Is this is correct as per the stated requirements for system module ?
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 participation, insightful discussions, and the wealth of expertise you shared during our first challenge left us truly inspired. So, get ready, because it's time to embark on another journey of sharing and learning!
Question for the Q&A Challenge: What are some of the common Anaplan-related challenges your users encounter? What is your internal support process for enabling those users and troubleshooting any problems they have? Share with us and explain your problem-solving process!
Please comment in this post with your answer!
How to participate in the November 2023 Community Q&A Challenge:
* The challenge starts today, November 6, 2023, and will conclude on November 17, 2023.
* Provide a response to the Q&A Challenge question by commenting below: What are some of the common Anaplan-related challenges your users encounter? What is your internal support process for enabling those users and troubleshooting any problems they have? Share with us and explain your problem-solving process!
* Community members who participate in the discussion will receive a unique participant badge at the end of the challenge.
We will provide a recap of November 2023 Q&A Challenge in the coming weeks after the Challenge concludes. The recap will also include Anaplan’s Operational Excellence Group's shout-outs and recognition of a few outstanding responses from the completed Challenge!
Are you ready to join the discussion? Participate in the Q&A Challenge by commenting in this post below.
We look forward to seeing your responses!
For a full outline of our challenge rules and restrictions, read our full Terms & Conditions here.
Can we capture a tenant-based date/time value?
With CloudWorks, we can schedule based on date/time with a selected time zone, but that is not involved in any user-facing functionality.
As I am working through the new Workflow training, I realize that the platform is now providing interactions with end-users based on date/time values in a selected time zone. This has me thinking again about an internal method of providing "current date" in a model. There are a couple of documented ways to do that, but neither rely explicitly on a tenant date/time/time zone value and therefore can fail more easily.
While I understand that a model has no idea what date/time it is in the geographic region the user is accessing Anaplan, I'm considering if there are ways to capture a "current date" based on the date/time stamp of when a CloudWorks action is executed in a tenant, based on the configured time zone for the executed scheduled job. Being able to capture that attribute would satisfy the need to get a "current date" into the model.
Yes, I know. Deep thoughts. 🤓
Button on Dashboard not working
The picture above highlights the problem, every time i use the button Add Sub-GL/Vendor Item, the chart to the right should update with the name, GL account, for each department. I tried to add a new vendor expense under admin finance and legal called "anaplan", the gl account i choose was called software/subscriptions. After using the button, the page selectors default from software to consulting & external, the chart to the right shows accounting, audit instead of software, and it doesnt show the name "anaplan", it shows enter description.
The following picture is the logic behind the button:
The A6 sub/gl list looks like this when i open it:
Everything says enter description, and its not tied to the department i need (admin, finance, legal). This is the formula driving the display name:
The module being referenced in the display name formula is here:
Here is the output:
How do I resolve this? all i wanted was to be able to input each departments software contracts so that a budget owner can come in and see there contracts. This originally went south because the logic was set up so that all contracts regardless of the department fell under software, subscriptions.
2.3.10 Activity: Create Demand Forecast Sprint 2
I have a logical question to make sure my approach and formula is correct for demand forecast in question on the LEVEL 2 SPRINT 2 activity .
As we see, we have to create the baseline forecast for the current FY by importing the historic volumes data to the current FY from previous year FY19 data which we have already offseted the values of historic volume data FY19 to current FY20 in DAT03 module as shown below
As we see below I have successfully , OFFSETED the values of FY19 to FY20 by adding new line item for 1st Forecast year
Now as per the question is to create the baseline forecast for the current year, i can just pull the values from the DAT03 module that I've created by offsetting the values for FY20 as shown below
My question is
* Is the logic and formula correct for sustainable or its like hardcoding? What happens for 2nd year forecast FY21 ? how it can change or pull data automatically for future years when we calculated for only FY20 in the DAT03 module ? Can anyone help me with the correct formula and logic?
* I have a doubt when the hint in the lesson said to use this IF ELSE formula with SYS time settings which i haven't used it here but my data is correct. and also i dont know why we have created 2nd forecast year in SYS week module
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."
— Joey Tribbiani, from the television show Friends
Before we move on to the yummy food and gatherings with family and friends, I want to recap how thankfulness is present within Anaplan and my career.
As I’ve spent the last several years within the Anaplan platform, it’s amazing to see the growth within the product features of the platform. It’s that weird mix of “it feels like it was just yesterday” and “I can’t believe I ever lived without…” that stir a feeling of gratefulness for the latest product releases. Breaking down my top three for the year below:
* Summary method default for Number line items switched to None instead of Sum.
It’s the little things, am I right? This update was a big help during development to always ensure line item formats are set to what is needed. It may or may not have taken me longer to untrain my brain from automatically trying to change it anyway though!
* Bulk Copy is now an action type that can be enabled by a non-workspace administrator end user.
This was really instrumental for the end user experience to remain in the app layer for model maintenance activities. It was great to see customers excited about this update too!
* Enhanced “quick sum” functionality & automatically opening a saved view after creation.
I couldn’t decide which I loved more so I had to include them both. These were made available with the most recent platform updates, and I was excited to share the quick sum update with clients. I appreciate the balance between improving the experience for customers and users which is present in both.
Giving back to others is important to the growth of the Anaplan community and the wonderful perspectives and insight shared daily. No gesture is too small! It can be as simple as sharing a new way to develop functionality or providing a listening ear to supporting someone through their Anaplan certifications or challenging build. Sharing your perspective with other Anaplanners and helping troubleshoot development issues through the Community also makes a huge impact to giving back. I would not be where I am today in my career if it weren’t for those who took the time to share their knowledge & expertise with me.
"You can't have Thanksgiving without turkey. That's like Fourth of July without apple pie or Friday with no two pizzas."
— Joey Tribbiani
Similar to the quote above, you can’t have Anaplan without the Anaplan Community and all the wonderful resources available to us. From the trainings within the Learning Center, articles, blogs, how-to’s within the Community and all the people behind the scenes, it wouldn’t be nearly as helpful without you all! Whether I’m looking for a solve to a new challenge or interesting perspectives, the content fellow Anaplanners continue to contribute is something I’m grateful to have and be a part of on my Anaplan journey. Connecting with individuals who inspire and challenge me to think outside the box has contributed to my success and experience within the platform.
Share below — what has the Anaplan Community given you that you’re most thankful for?
22.214.171.124 Create Build Region Saved View Level 2
<strong>126.96.36.199 Create Build Region Saved View </strong>
Create a saved view for importing:
* Module Name: SYS05 Region Details
* Saved View Name: Build Region
* Include: Code and items
<strong>Make sure to select SHOW for the Code line item and save the view</strong>. This will ensure that as new line items are added, they will not be included in the saved view and imports will be faster.
can anyone help me where I can find that" make sure to select SHOW " for the code line items for saving the view? and how to save as per the conditions ?
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.
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 recognized the need to shift from a decentralized to a hybrid governance model to better support and scale our Connected Planning ecosystem.
Keep reading for tips to unite an Anaplan CoE based on lessons learned as I help lead Autodesk’s Connected Planning journey.
Craft and present a gameplan to leadership
Leadership support is crucial in the journey to develop and unite your CoE — you need leaders to buy into and advocate for your vision. Start by putting together a gameplan and present it to key leaders across your Connected Planning ecosystem. Include information such as:
* Executive summary: Why and how are you proposing that your company unite under one Anaplan CoE? What actions or support do you need from leadership?
* Vision: What will your united Anaplan CoE look like? What are the key elements of the vision?
* Value: What value will a united Anaplan CoE provide your company? What areas will a united Anaplan CoE help improve?
* Next steps: What are the key steps to achieve your vision?
For inspiration on these topics, leverage the wealth of CoE resources offered by Anaplan.
The goals for this presentation are to secure leadership buy-in, and to collect feedback that you can use to improve your gameplan.
Create a CoE Charter
A united Anaplan CoE needs a united mission — work with all Anaplan teams / people at your company to draft a charter (use the template provided by Anaplan). As stated in the charter template introduction, “This charter will provide details of your Anaplan CoE’s mission and established processes that are best suited for your company.”
If there are multiple Anaplan teams or people building models at your company, it’s important to include representation from every team during the drafting of the charter. There are two major benefits to drafting the charter together:
* The teams will learn about each other (e.g. team structure, subject matter expertise, model support management, how each team currently operates).
* The teams will begin to build trust and respect with each other.
Send a draft of your charter to your Anaplan Customer Success partner and use their feedback to improve your charter.
Create avenues for CoE members to connect
For an Anaplan CoE to unite, you need to create avenues where CoE members can regularly interact and knowledge share with each other.
Schedule a recurring, quarterly CoE meetup where Anaplanners across your company can connect with each other on all-things-Anaplan. Invite all members of your Anaplan CoE, including leadership, model builders, Solution Architects, product managers, and project managers.
It may be challenging to find a meeting time that works for everyone, but it’s okay if everyone doesn’t attend every meeting — what’s most important is that these meetings provide a consistent avenue for CoE members to learn from and engage with each other.
When putting together agendas for these meetings, choose topics that your CoE members will find interesting and valuable. Here are a few topics we’ve covered in our meetups:
* Review existing and crowd source new Anaplan model standards and best practices used at your company.
* Have each team share their Anaplan roadmap.
* Have a CoE member demo an Anaplan model.
* Have a CoE member showcase an Anaplan feature (e.g. Management Reporting).
* Divide into breakout rooms for CoE members to chat and get to know each other.
Over time, these meetups will help create and strengthen bonds across your CoE, and set the foundation for further collaboration, trust, and knowledge sharing.
Consider creating a company-wide Slack or Teams channel for all CoE members to chat, collaborate, ask questions, and “phone-a-friend” if they get stuck while model building. Having a way to reach out to other subject matter experts at the company can help remove blockers faster.
Explore opportunities to collaborate
Explore opportunities across your CoE for Anaplan teams to collaborate on a project — you can use the recurring CoE meetings suggested above to start the conversation and brainstorm ideas for opportunities!
Below are a few examples of potential projects. If the Anaplan teams at your company have never collaborated with each other before, start small and build trust:
* Optimize a model.
* Work on new, connected builds in parallel (e.g. two models that will be connected via integration).
* Co-build on a new model build.
* Identify a new end-to-end Anaplan use case that spans multiple teams’ areas of expertise (e.g. Finance and HR).
By working on a project together, the Anaplan teams will learn from each other, be better aligned on the creation and adoption of shared model standards, and act as a united voice for the benefits and value delivered by Anaplan across the company.
Uniting an Anaplan Center of Excellence is a journey that takes ongoing time and effort, but the benefits of doing so make it a worthwhile endeavor. One key benefit to CoE members is that being part of a united CoE helps them feel a greater sense of purpose through understanding that their work is helping drive the greater mission of their connected planning ecosystem.
Have a tip for uniting an Anaplan CoE? Drop a note in the comments below.
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 new challenge: a company on the verge of abandoning Anaplan and going back to Excel-based planning. Things had not worked out with their previous arrangement.
What went wrong
There were two main issues:
* The implementation did not match the requirements. This was in part because the internal project manager had to write the user stories without sufficient guidance. To make matters worse, she was not involved in the development phase, which led to the consultants working in relative isolation. But the problems also arose from an overly complicated version setup, resulting in the use of separate models per version.
* The model was not built according to best practices. Calculations were slow, modules were large, and hierarchy maintenance was cumbersome.
We took a good look at their model and saw that it could be salvaged. Still, it took some convincing, because the client had been let down before. To minimize their risk, we divided the project into manageable milestones. At the end of each milestone, there was an option to halt the project if they were not satisfied.
What we did differently
Aside from getting the model to work, our main objective was to restore the client’s confidence in Anaplan. We tackled this from two angles:
* Transparency: The previous model was a kind of “black box” and contained many of the consultants’ best guesses. By now, the client team had realized that they needed to be more involved and were eager to learn the basics of Anaplan themselves. Instead of a vendor-client relationship, we assumed a shared perspective and emphasized knowledge transfer. Not only did it lead to a better understanding of roadblocks and tradeoffs on their part, but it also enabled them to maintain the model themselves after the project was over.
* Stability: By simplifying the version setup and redesigning the model to be in line with best practices, we made errors less frequent and easier to trace and fix.
At the start of our collaboration, the client saw their model as a kind of Hydra, where fixing one flaw caused two new ones to appear. With increased transparency and stability, we overcame this challenge. In the end, we had a model that we all could be proud of, because we built it as a team. Other departments in the company have taken notice, and we are now in talks with them about further use cases.
Since my first Anaplan seminar, I’ve always liked the Anaplan Way of emphasizing collaboration and knowledge transfer. It seems that this structured and transparent approach can sometimes get lost in the haze and haste of real-world projects. But as our example shows, it pays off to practice these fundamentals, and to remember the importance of working together — every step of the way.
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 to those trips. However, the initial data provided posed several challenges. Not only did it lack a corresponding index, but it was also disorganized, making it difficult to parse and identify individual trips. Additionally, apart from explicit round-trip travel, multiple records needed to be analyzed to consolidate their aggregate into a trip.
Complexity of the data
For example, imagine Person A books a flight from Boston to Seattle but later decides to change their schedule, resulting in multiple flight bookings. Subsequently, they fly from Seattle to Denver and eventually return to Boston. This sequence of flights could represent either a single round-trip (single record) or a combination of individual segments. Travel preferences can also vary across regions. While individuals in the United States may predominantly choose to fly, those in EMEA might prefer taking a train or renting a car. All these variations need to be considered as valid travel data when constructing a comprehensive "trip" profile.
Step 1: Load the data
I started by loading the disjointed data into lists using a combination of nearly all columns to create a unique identifier. Due to the structure of the underlying data and the variability of columns, each type had to get loaded into its own corresponding list with each column mapped to a property.
For transformation and clean-up purposes I then created a module for each type of travel data referencing everything that had been loaded into a list.
In my model, the primary hierarchy consisted of the following: L1 Region, L2 Business Unit, L3 Employee, L4 Employee Department (as an employee can move departments), L5 Trip, and L6 Travel Item.
Step 2: Create the trips
It was important to do some initial data prep before parsing the available information into “trips”. I had to systematically identify an employee’s home major airport was using their home city as well as all possible airports within X miles they might travel to/from.
Due to the individual’s ability to rebook or modify tickets, the “last transaction date” version of each ticket should be the one to be parsed to create a trip, otherwise there would be many duplicates of the same information. By leveraging the record locator element in the flight data, it was reasonably easy to identify the latest record that ultimately resulted in a flight.
The easiest records to parse were the round-trip flights since they represented a single record that needed processing; these were instantly turned into “trips” with no manipulation. The origin/destination didn’t matter as long as they returned back to their origin airport.
From there, I was able to identify any starting one-way trips that corresponded to a starting point of their home airport or any airport within X miles. Running this created many open-ended trips that needed a corresponding return flight. Finding a return flight using a formula turned out to be impossible because you need to use the corresponding date of the origin flight.
The way I designed the code ended up the key to the remainder of the process to create the trips, identify return flights, and link expenses to their corresponding trips. I used the L4 code mentioned above, added a “|” and a corresponding number based on the ranking of each possible trip record coming from airline tickets (and later other trip sources). This resulted in a code that could be systematically incremented to leverage the equivalent of a search when it comes to identifying corresponding expenses. However, due to the nature of the data and the duplication of records for changes to a flight, when the trips were created there may be gaps in the sequence (e.g. XXXX|1, XXXX|5 etc.).
Note: The above was repeated for Train and Rental car travel as well with little to no deviation.
Step 3: Looping through the process
The initial problem was that there was no easy way to formulaically identify the return trip to all trips outstanding (with only a start). Instead, I designed a process that looped from trip 1 to X, where X represents the highest possible trip count in the system.
The process did the following (at a high-level):
* Creating the code: Updated the unique trip counter code by employee.
* Checking the trip: Checked if a corresponding trip already exists and identified its start/end points.
* Checking trip duration: The system determined if any train, air, or rental car records fell within the predetermined trip length and returned the employee to their starting position.
* Flagging eligible records: Within the current iteration of the code, flagging if there’s an eligible return record as well as whether a record falls into an existing round-trip.
* Updating the relevant information: The trip name is updated if a return record is found. Records are linked to a trip if they fell in within the appropriate time frame.
* Incrementing trip counter: The trip counter was increased by one to move on to the next trip.
The above had to be built to touch every available data set, resulting in a consolidated 50-action process. Executing the above process manually would be extremely time-consuming and frustrating. Imagine having to click through 500 iterations, waiting 10 seconds each time for completion, and resetting the trip counter to one whenever data was loaded.
To overcome this challenge I tested both CloudWorks and Anaplan Connect. Due to CloudWorks limitations (and slower response time) I opted to use Anaplan Connect for my solution. Anaplan Connect initiates the process, executing it up to X number of times, where X represents the highest trip counter available for processing. This eliminates the need for manual intervention and repetitive clicking.
With each loop, a live dashboard provides a real-time update on the creation of trips and the processing of corresponding expenses. This enabled an admin to have efficient tracking of the entire process. A corresponding workflow dashboard walks the admin through the end-to-end process, much of which we eventually hope to fully automate.
Implementing the above process yielded impressive results. With a decade worth of data, approximately 95% of all records can now be parsed automatically and attributed to a trip. The remaining 5% may require some form of manual intervention or involve data that should have been marked as "personal" in some capacity. Nevertheless, this solution has significantly reduced the manual effort involved in trip processing and analysis, saving valuable time and resources.
Step 4: The clean up
As I had mentioned earlier, due to the possible gaps in the trip counter, the maximum number of trips an employee might have taken across all employees in relation to the created code is inflated resulting in unnecessary runs of the above looped process.
To reduce this counter and eliminate the gaps, I designed a module using the L4 list combined with days to check if a trip code exists. If it exists, the module finds its next cumulative value (starting from 1) and then a single run process replaces the identified L5 and L6 codes based on this new value in both the source modules and lists (using Name as the unique identifier).
Once this process is run, all gaps between corresponding trips are removed and the looping processes takes significantly less time to complete.
I found building this model incredibly educational as I’ve never attempted to loop through the same set of data hundreds of times in order to parse it with each iteration. It’s important to note that there are always many different ways to build a model, my attempt used Anaplan’s native functionality and its core ability to processes so many actions in seconds while combining it with a looping mechanism.
I hope others can find this as inspiration for their own builds, whether for travel analysis or something even more exciting!
A conversation with Avnish Goel — Journey | Anaplan Community Podcast
Join Dennis Lemoine, Sr. Program Manager of Community Events, for our eighth episode of Journey, an Anaplan Community podcast. This month we bring you Avnish Goel (@AvnishGoel), Certified Master Anaplanner at ScriptStory in the San Francisco Bay Area.
Avnish is passionate about hands-on thought leadership in implementing BI and EPM solutions spanning multiple technologies, and is an expert in architecting and building Anaplan models across diverse business use cases — FP&A, demand planning, CAPEX planning, revenue planning, portfolio and project management, supply chain solutions, and sales incentives and compensation.
While at our June ACE event in San Diego, Dennis sat down with Avnish to talk about how his Anaplan journey started, lessons he learned along the way, his vision for the future, and more.
“People are actually giving [in the Anaplan Community]. Whatever people learn, they take it and then make sure that the learning is imparted to other people so that other people can learn from it.” – Avnish Goel
Tune in and let us know what people and topics you would like to see in future episodes.
View all past podcast episodes here.
Assigning List item based on Text line items and looking up - COMPLEX
To give the backstory of this - I have a module, where I first import one data file into, with Loan-Hedge ID List) and line items as the dimensions. The second file I import is a similar one, also with Loan-Hedge ID (List) and line items as the dimensions.
When importing the first file, these Loan-Hedge IDs will have a Stock Symbol assigned to them, and will also show their assigned Hedges, as Loan-Hedge ID, coming in on the Hedged ID column, as text. In the three columns to the left, named Hedge 1, Hedge 2, and Hedge 3, I basically separate them out individually from the Hedged ID column.
Essentially, what I'm trying to do, with a formula, is to populate the hedges with their associated Stock Symbol if the cell is empty.
Below is the end result I'm trying to achieve:
To note: in blue is the dimension of the column, and in yellow is the format of the column.
If needed, more line items can be added to make it easier.
I really hope the community can help me with this!