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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.
Engagement Zones
The 2024 Contribution Activities list is attached to this post, accessible for CMAs to download (last updated 8/1/2024):
2024 CMA Contribution Activities.pdf
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!
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.
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What are the limitation of Cloudworks Integration?
Hello Community,
I am new to the Anaplan cloud works. I just want to know what are the important points we should keep in mind, while creating cloud works integration.
some where it is mentioned that per tenant the limit of integration is only 500. What does that mean? after 500 do I need to purchase any subscription for it ?
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Issue with Cloudworks Scheduled Process Not Updating Target Modules
Hi Team,
I am facing an issue with Cloudworks. When I run a process manually, it updates the data in the target modules. However, when I schedule the same process in Cloudworks, it runs successfully but the data is not copied to the target modules. There are no Selective Access or DCA applied.
Is anyone else facing the same issue?
If anyone knows the solution, please help me.
Thank you!
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Master Anaplanner Requirements
Dear All,
I just wanted to know if there are any other requirements, apart from being a Certified Solution Architect, to apply for the Master Anaplanner exam?
Thanks
Ashutosh
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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 not only from my own experiences but also from supporting many others during their Anaplan journey. I've seen firsthand where learners often struggle and succeed. This blog aims to guide new learners in establishing a robust foundation in Anaplan; sharing key strategies and insights that have been pivotal in my development.
Tips to getting started in the Anaplan ecosystem
Learn the basics with Anaplan Academy
Depending on your background and familiarity with multidimensional systems, you might consider starting with the Anaplan Essentials courses (Academy login required) at the learning center. These fundamental courses lay the groundwork for understanding the platform’s core concepts and multidimensional modeling. If you lack experience with multidimensional systems like Anaplan, I recommend beginning with the Essentials of Model Building course. This course, which simulates end-user experiences, can provide a practical understanding, setting a strong base for your advancement. I have observed that these initial steps are crucial for some learners before they dive into Level 1, as they prepare you to grasp the basic functionalities before tackling more complex scenarios.
Advance with certifications
Advancing to the Model Builder Certification (Level 1, Level 2, and the Anaplan Way (TAW)) is essential after mastering the basics. These certifications deepen your understanding through complex model building and advanced scenario analysis. Each level builds upon the last, improving your skills and preparing you for more detailed challenges in enterprise planning. To reinforce this knowledge, I recommend that learners rebuild the models they've created during certification training independently, without the aid of step-by-step guides. This practice not only reinforces learning but also cultivates an intuitive grasp of Anaplan’s functionality.
Emphasize best practices and Planual guidelines
A critical component of development in Anaplan should include a thorough understanding and application of the Planual — Anaplan’s manual for Connected Planning best practices. Adhering to these guidelines ensures model optimization and efficiency, which are vital for handling complex projects. Also, following the Best Practices suggested by Anaplan's Operational Excellence Group (OEG) can greatly improve your model-building process. This will make sure you follow industry standards and improve the overall performance of your solutions.
Take time before advancing to Solution Architect
Before rushing into the Level 3 Solution Architect certification, it's essential to take time to practice and apply the skills learned from earlier certifications. Building a variety of models across different scenarios improves your practical experience and prepares you for the challenges of the solution architect role. This measured approach allows for deeper understanding and more effective application of Anaplan’s capabilities in real-world situations.
Achieving Certified Master Anaplanner status
Achieving Certified Master Anaplanner status is a significant milestone that marks the pinnacle of Anaplan certifications. This achievement not only validates your expertise but also enhances your credibility within the Anaplan community, allowing you to mentor others more effectively. For those interested in the details of my journey to becoming a Master Anaplanner, I invite you to watch my interview where I share experiences and insights that could guide you on your path.
Practical application and Anapedia
Utilizing Anapedia to deepen your understanding of Anaplan’s capabilities is essential. This online resource provides comprehensive information on functionalities that are crucial for refining your modeling techniques, especially after moving past the structured lessons of certification courses.
Hands-on practice with Talent Builder Program
Engaging with Anaplan’s Talent Builder program to apply what you've learned is helpful for practical experience. Additionally, participating in community challenges can further refine your skills and expose you to a broader range of platform applications, ensuring that your learning is well-rounded and focused on real-world applications.
Engage with the Anaplan Community
Active participation in the Anaplan Community has been a rewarding aspect of my journey. Being recognized as a Community Boss reflects my commitment to assisting other Anaplanners through their learning paths and has allowed me to make a significant impact on others' experiences in the ecosystem. Get involved in Community — it'll help others and keep your skills sharp!
Build and showcase your portfolio
Compiling a detailed portfolio of your Anaplan projects is crucial. This portfolio should document the challenges you've tackled, the solutions implemented, and the results achieved, providing a tangible demonstration of your capabilities and professional growth.
Continue your learning and professional growth
Keep learning about Anaplan's changing platform. This will help you regularly improve your skills and stay competitive in the field. There are monthly updates and quarterly events to help you in this area.
Conclusion
From taking initial steps in learning to reaching Certified Master Anaplanner status and sharing my insights, my journey in the Anaplan ecosystem has been a rich tapestry of learning and growth. Each phase of development has been an opportunity to deepen my understanding and refine my skills, paving the way for professional success. By sharing my journey, I hope to inspire you to seize each learning opportunity and community interaction, leading you to your own success in the dynamic world of Anaplan.
Questions? Leave a comment!
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How I Built It: Solving world’s hardest Sudoku with Anaplan Optimizer
About the Author: Tristan Colgate is a Certified Master Anaplanner and Managing Director at Fidenda.
Hi Anaplan Community!
I’m excited to bring a new and fun video to the Community ‘How I Built It’ tutorial series. In my video, I’ll walk through how I used Anaplan’s Optimizer to solve the world’s hardest Sudoku puzzle. In 2012, mathematician Arto Inkala created what’s considered to be the hardest Sudoku puzzle to solve and I’ve never been able to solve it, so I brought in some assistance from my favorite tool!
Optimizer is a really important part of the Anaplan platform. It can be used by organizations to find the optimal solutions to business problems where there is a need to optimize a business outcome that has multiple moving parts and constraints. In doing so it automates business decisions that are impossible for humans to thoroughly analyze. For example, I have implemented it at a media organization that needed to decide which new television program projects they should invest in to maximize ROI, whilst observing other targets such as minimum hours of programming needed per genre.
Check it out and let me know if you have questions!
https://play.vidyard.com/Dkwo7eMRBe7Fe8kCEuFDm6
…..
All the 'How I Built It' tutorials can be found here.
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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 both the customer side (Procter & Gamble, Booking.com, kpn) and now the partner side (with Bedford Consulting). She moved from Brazil to the Netherlands to take on an intriguing new role called “Anaplan model builder" — and her Anaplan career took off from there! In today's podcast, she talks about moving from the customer space to the consulting space, the difference between the two and what she has learned, how she approaches client conversations, and so much more. Tune in to this conversation that is guaranteed to offer perspective on Anaplan no matter what your own role in the ecosystem!
“Being alone [learning] on the customer side… it was really great to know I had Community there to go to when I needed.” - Lis de Geus
https://play.vidyard.com/8tZFKbBbcqWcFyXm1LkiiH
Thanks for tuning it, and let us know what people and topics you would like to see in future episodes.
Check Lis's blog posts in Community:
* Getting your users engaged by giving them … laptop stickers? (Mentioned in the podcast!)
* How I Built It: Waterfall calculation
* Smart Data Storage
View all past podcast episodes here.
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Inquiry Regarding Zero Chunk Count in Anaplan Integration API V2 Downloads
I am currently working with the Anaplan Integration API V2 to download a list of files and obtain their corresponding file IDs. In previous downloads, the chunk count for the files was correctly indicated. However, I have noticed that the chunk count for the same files now shows as zero, despite no changes being made to the model or files in Anaplan.
This discrepancy in the chunk count is preventing me from downloading the files as expected. Could you please provide some insights into why the chunk count has suddenly become zero? Additionally, why is Anaplan not allowing us to determine the appropriate chunk size for downloading files? Any guidance on resolving this issue would be greatly appreciated.
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How I Built It: Limitless interdependent multi-select filters
Author: Daniel Badura is a Certified Master Anaplanner and Lead Architect at Dr. Oetker.
Hello Anaplan Community! In this ‘How I Built It’ tutorial, I show how you can build filters that filter filters, without using any dependent dropdowns. Each filter allows multiple selections, and they are all mapped using a single system module. This method offers a great deal of flexibility while being easy to build, maintain and extend.
This approach works best for big lists with many attributes, like products, campaigns, or accounts, especially when used in larger modules with few dimensions. It can be useful to uncover relationships and imbalances in master data.
Key features:
* A system module contains the mapping of each filter to the filtered list.
* Each filter has its own module with the Users list.
* The filters are displayed in single-column grids.
* Making a selection in one filter not only filters the data grid, but also the other filters.
https://play.vidyard.com/M3HtGXRVFAS9QYEXYaVh1k
Questions? Leave a comment!
……….
All ‘How I Built It’ tutorials can be found here.
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A conversation with Kevin Cho — Journey | Anaplan Community Podcast
Welcome to episode 15 of Journey, an Anaplan Community podcast. Tune in today to hear host Kas Gengadaren (@KasG), Anaplan’s Senior Program Manager of Global Ecosystem Experience, chat with Kevin Cho (@kevin.cho) — Certified Master Anaplanner, Community Boss, and Planning Systems Manager at Atlassian.
Kevin is an experienced application manager with a demonstrated history of supporting finance teams across their planning journey. Currently the Anaplan Team Lead at Atlassian, he champions the FP&A teams set of Anaplan models. He has a keen interest in all things Anaplan connectivity related, especially the extensibility of the platform surrounding data integration and the API suite. Kevin joins us from Sydney, Australia.
In this episode, you’ll learn about Kevin’s journey in the Anaplan ecosystem, his experience going through the Anaplan training pathways, how he develops his team, community building, and more.
“Over the years I’ve really appreciated how close-knit the Community is. I’ve had the opportunity to present at a couple of Anaplan Connect [events] — different sessions on model optimization and CoE best practices — but I’ve also had the opportunity to connect directly with other customers as well and it’s always been really good as a mutually beneficial relationship.” – Kevin Cho
https://play.vidyard.com/8DLPniUSSp8KMhACyQp1gC
Thanks for tuning it, and let us know what people and topics you would like to see in future episodes.
Check Kevin’s blog posts in Community:
* Managing a distributed Center of Excellence
* Python and Anaplan: Pt 1 — Setting Up Your Environment
* Python and Anaplan: Pt 2 — Anaplan Model Registry Case Study
View all past podcast episodes here.
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June 2024 Community Member Spotlight: Rob Marshall
This month we are thrilled to feature @rob_marshall as our Community Member Spotlight! Rob is our first-ever Anaplan employee member spotlight, and we wanted to highlight all the incredible contributions he has made over the years. Additionally, he’s part of our Community Boss Employees program, which we just launched last week.
Rob has been with Anaplan for nearly 10 years, is an employee Certified Master Anaplanner, and one of our most active users of all time since the Anaplan Community launched. Some fun stats to share: Rob has 220+ discussions, written 2,200+ comments, and has 250+ accepted answers in Community.
Learn more about Rob's Anaplan background and impressive contributions below!
About Rob
We asked Rob about his background and history with Anaplan. Here’s what we learned!
My name is Rob Marshall and I have been here at Anaplan for almost a full 10 years (start date was July 7, 2014) and I work in the Operational Excellence Group (OEG). Our main role is to define modeling best practices and educate the ecosystem on the most performant ways to build models. We accomplish this by writing articles for Community, answering questions on Community, as well as speaking at customer events like Anaplan Connect and ACE. Additionally, we help our customers, partners, and internal folks optimize poorly performing models.
We asked Rob a few questions to get to know him.
Share one project you’ve worked on at Anaplan that you’re particularly proud of.
I would say two projects, the first being co-author of The Planual. The second is MAPS (Model Analysis Proactive Solution). It started being an internal project but it has grown into much more than we thought. Mark Warren and I created a model called MAPS where we bring in data from our logs and we can see how a model has been built, from a structural standpoint. We have incorporated logic and analyze the data against the Planual which our Customer Success Business Partners can share with customers.
What are the most innovative ways you’ve seen Anaplan being used in your time here?
In our T&Q app, we created a binary list to figure out if an account matches a Territory Rule. Since the binary list goes from 0 to all 1’s, it has an inherent weighting as part of it. We put a top level on it and changed our summary to Last Non Blank so now the most granular rule will always be chosen.
What is a fun fact that nobody knows about you?
I almost quit working at Anaplan six months into my tenure because I couldn’t figure out the difference between a LOOKUP and a SUM and when to use them.
What's one thing on your bucket list that you hope to accomplish in the next year?
Bucket list — having both of our girls graduate from high school and moving them into their college dorms. Now that my wife and I are empty nesters, we have no idea what we are going to do with our time as we are no longer Ubering our girls to club soccer games or tournaments.
…..We hope you enjoyed learning more about Rob in this month’s Community Member Spotlight. Thank you, Rob, for being an outstanding Community contributor and advocate!
We asked Rob to share his favorite articles he’s written, or co-wrote in Community. They include:
* The Planual
* Data Hubs: Purpose and Peak Performance
* Decreasing the length of your formulas
Want to learn 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.
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Boolean oriented Show/Hide & Variance
Given a module which has Time(quarter) dimension, Total $ (line item), Scenarios(list, dynamically user created). On a dashboard view, how can we let user choose which Scenario they want to see based on boolean and create variances of selected scenario?
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Help Needed with COUNTIF Equivalent Formula in Anaplan
Hi Anaplanners,
I have a doubt about Anaplan. I know it's a silly question, but I'm not able to solve it in Anaplan. If anyone has an idea, please explain it to me.
I have attached a screenshot to this post for reference.
Problem:In Excel, please refer to the N column, which is already highlighted. They are using the COUNTIF function in Excel, and data is populating based on the formula. I want to perform the same activity in Anaplan, but I don't know how to write the formula in Anaplan. If anyone has an idea, please explain it to me.
FYI:
* NAME & Transaction Date: General Format
* Transaction Date: Custom (mmmm d, yyyy)
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A conversation with Philipp Erkinger — Journey | Anaplan Community Podcast
Welcome to episode 14 of Journey, an Anaplan Community podcast. Tune in today to hear Dennis Lemoine, Director of Customer Engagement & Experience, chat with Philipp Erkinger (@PhilippErkinger) — Certified Master Anaplanner, Anaplan Community Boss, and Principal Solution Architect at Bedford Consulting.
Philipp loves to solve the impossible and create solutions that make a difference for people, organizations, and the planet. In his professional career, he has built and led high performing teams to deliver unconventional machines, data savvy digital tools for sales teams, and the digital transformation of business planning processes. In the Anaplan Community, he regularly contributes his expertise in the form of blogs, ideas, and even co-hosted an event on Polaris.
In this episode, you’ll learn about Philipp’s journey in the Anaplan ecosystem, his thoughts on the early days of the platform, building a Center of Excellence, his advice to others just starting out, and more.
“I think in everything we do today, we learn as a Community much better than we do by yourself. And especially when it’s new technology, people don’t often realize the value of — ‘hey let’s go on YouTube, let’s go on Community, let’s go there, let’s learn more. It’s amazing.’” – Philipp Erkinger
Tune in and let us know what people and topics you would like to see in future episodes.
https://play.vidyard.com/jc9Qy2Y2NmLuQbNKFBCWTA
Check out more from Philipp:
* Implementing Polaris: Lessons learned
* Recording available! Implementing Polaris: A deep dive on best practices (this was mentioned in the podcast!)
* Documentation: It Starts With the 'Why'
View all past podcast episodes here.
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Assigning List item based on Text line items and looking up - COMPLEX
Hi Community,
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!
Thank you!
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Unlock Your Potential: Future Master Anaplanner Training at CPX
Are you ready to take your Anaplan skills to new heights? This year’s Connected Planning Experience (CPX) is the opportunity you’ve been looking for! Enjoy the comforts of a dedicated lounge, connect with some of the top Anaplan minds, and get the recognition you deserve when you become a Master Anaplanner.
This year at CPX the Master Anaplanner team is offering the first-ever, exclusive Future Master Anaplanner Training track. Chris Weiss, Leader, Centers of Excellence, is leading the certification program and is excited to launch this new initiative. “I am continuously inspired by the intelligence and creativity of these high-performers, and I’m energized by opportunities like this to help them receive the recognition they deserve of this prestigious certification,” he said.
It can be a long, challenging road to becoming a Certified Master Anaplanner. This training session is a way to jump-start your progress. You’ll gain the tools and support you need to get over the finish line, including:
* A study guide outlining focused areas of expertise to ensure your success on the certification test.
* Access to the Anaplan team, as well as a few Master Anaplanners, to assist you with the certification process.
* A space to connect with like-minded Anaplan experts, to share and learn from each other’s unique Anaplan experiences.
The fun doesn’t stop there—become a Master Anaplanner on the spot! At the end of the training, you’ll be notified if you have passed the Master Anaplanner certification test. If you pass, you’ll be able to partake in the ultimate CPX experience as a fully Certified Master Anaplanner, including:
* Access to the best seats in the house for every keynote.
* Entry to the exclusive Master Anaplanner lounge within in Expo Hall (includes coat check, snacks, and sundries).
* Admittance into a private break-out session.
* A customized conference itinerary, featuring a conference track curated by Chris Weiss, Leader, Centers of Excellence, along with a city guide.
* A VIP space for every evening event during the conference—enjoy a break from the crowd!
* Limited-edition Master Anaplanner Swag.
Ready to take the next step to become Master Anaplanner certified? Register for CPX here and secure your spot for the ultimate training day experience (Get an extra 50 percent off when you use promo code: COMMUNITYCPX50). To learn more about what the training day will entail, head here.
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Design Review & Experience Requirement for becoming a Certified Master Anaplanner
In the Anaplan Platform Certification Path there is a box that says 'Design Review & Experience Requirement' after Level 3 training. What does this entail? I have a client wanting to know the requirements so they can add it to their goals.
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Did You Know? Model building hacks
Author: Kirill Kuznetsov is a Certified Master Anaplanner and Solution Architect at Planingo.
Hi fellow Anaplanners,
Today I would like to share six model building hacks I use on a daily basis. This is not what can be found in Anaplan learning course — some of them I figured out myself, some are hidden in Anapedia, and some my colleagues and friends shared with me.
* Format change in two clicks.
Credits to @Hayk for sharing this one!
To change line items format you can type first letter of a format name in blueprint view. The format selection window will open automatically so you can correct your choice anytime. This also applicable to Summary method as you can see in the video.
https://play.vidyard.com/CgXmjJMm5iXbVVEF1DySUT?
* (Not) delete to copy.
Sometimes you have to copy existing names of your line items in bulk to make alternative with slightly different naming. You could use Excel and copy and paste needed line items to extract name from the full blueprint. But for me it is overcomplicated process if it is not too many of them.
Push delete button in blueprint view and select line item names you want to copy from Delete pop-up window. (Just make sure you click “cancel” and not “delete” after you copy.)
https://play.vidyard.com/RAvsPYRc45WjzqHzJcewKD?
* One of the advantages of new modeling experience has over the classic is that Anaplan tabs are links. The links now have object IDs for anything what can be opened in a tab: Lists and Modules. There is the example of an opened module link. The last section is the module’s ID.
Using this feature you can restore tabs by “going back to the previous page. In a short video I’ve shown you how I was able to restore all my recent tabs by pushing "Back" after I closed them.
https://play.vidyard.com/iTefwMxntsn9jJ4RBMWogb?
* “Items to show” to the right order.
By default “select items to show” adds items under the very last selected. Below is the approach we all usually use:
https://play.vidyard.com/s46fZEuza8fudu6oCCmtfp?
Did you know that you can select an item in Items to Show (right) container to add another item right below it and not in the end of the whole list of added items? Look how much easier it is:
https://play.vidyard.com/GaLAJnWcJXQxdZq9htC9TY?
In short, to be able to add Channel line item below Name copy you have to: 1) select Channel, 2) select Name copy, 3) click >
* ITEM instead of FINDITEM.
This one is given here in Anapedia but I never saw anyone talking about it.
Instead of FINDITEM(x,y) you can also use ITEM(x,y). Two arguments in ITEM() function automatically will be recognized as FINDITEM() by Anaplan.
https://play.vidyard.com/v1qbPeDW3ooFyeL8to1Wz6?
* Hotkeys.
There are two underestimated hotkeys which are pretty useful in model building and analysis in my opinion.
End: will bring you to the last cell within the same row in a table.
Ctrl + End: will bring you to the last cell of the whole table
Home: will bring you to the first cell within the same row in a table.
Ctrl + Home: will bring you to the first cell of the whole table.
These hotkeys are not something unique to Anaplan and they work in Excel or any other documents too. But in Anaplan it gets very useful when you need to see values in the end of time scale or quickly check Referenced by in blueprint view.
Did you know about all of these hacks? I would also love to hear what are your favorite model building hacks you have found — leave a comment!
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Master Anaplan exam
I took master anaplaner exam in Mar 24 with months of studying and I failed with only getting 43 out of 60 questions correct. I thought I would have passed while taking the exam, but I awknowledged I should look deeper into some topics.
I took the master anaplaner exam in Jun 24 with even more studying. I created even a 144 page study guide that ive been studying for past few months and failed with 44 out of 60 questions correct. I felt VERY confident when taking the exam, feeling only about 5 questions I probably got wrong. Usually the multi select ones, Im confident in all selections but 1.
I have already spent $1,100 on the master anaplan exam, and I don't feel there much else I can learn with the materials on Anaplan Learning. I put some discussion posts out there and I don't feel confident in the responses I got. I don't know how else I can close the gap and figure out what questions I did not get right. I feel I am likely getting some of the same questions wrong and I have no clue which ones I am getting wrong. At times there are many solutions and I do know know what is considered "the best solution". I cannot find the "best solution" in some scenarios on the anaplan website.
Any advice or help?
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How to enable Override? button for end users and allow them to enter the Override Forecast Value?
I am not able to enable the Override? button for selection and neither I am able to enable the manually enter the Override forecast value for the end user, hence please help me get both of them enabled for the end user.
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Graph time selection?
Hello,
I have a table and a graph based on a table. The selection that I have in Years, Quarters and Month. The Table should move on every selection of Year, Quarter or Month but the Graph I just want to stay only on the year selection.
So my graph should show all the month of the year regardless of the selection of the quarter.
For now, if I choose Q1, the graph will show only 3 month, but i want the graph to show all the month until December regardless of the selection of the Q1, or Q2. The Table shoud move accordingly to the selection
Thanks a lot
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How I Built It: Data Hub basics
Author: Josh Baker, Certified Master Anaplanner and Senior Vice President at PJT Partners.
Hi Anaplan Community!
I’m excited to share my new ‘How I Built It’ video on Data Hub basics, including setup, automation, and model to model data/attribute loads.
For some background:
* The demo utilizes comma separated files (downloaded from HRIS; uploaded to Anaplan).
* Demo data has been formatted, cleansed, and standardized in source system.
* The demo utilizes Anaplan Data Hub to enrich and validate data / control data flows.
In the video, you’ll learn:
* How to setup data validation, data enrichment, and related user interface.
* How to setup a saved view/related filters to stage & load data from Hub to Spoke.
* How to setup an action in the spoke to retrieve data from the hub.
Why is this useful? Some of the key advantages and takeaways include:
* Organizations should be able to improve transparency into system-to-system integrations.
* Users will be able to achieve custom reporting/custom analysis that may be restricted in HRIS.
* This allows for scale and expedites time to value for future model builds & strategic initiatives.
https://vimeo.com/815040545/121f57dbc4
Leave a comment and let me know if you have tips to add!
——Community Manager note: In our new “How I Built It” series, we showcase 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. Check out additional How I Built It tutorials:
* Waterfall calculation
* Popular Word Game
* Dashboard Filter using Line Item Subset
* Integrations using CloudWorks
* Beginners guide to integrating with Anaplan using Python
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General Question on Locking the Actuals
Hi All,
How do you manage the master data changes? As the changes in anaplan are retrospective. Lets say there is a change in the master data and it will impact the actual numbers reported. Is there any native way to lock the numbers? Please don't recommend the snapshotting process as it will not be sustainable for my scenario.
P.s- I use custom version list.
Thanks,
Aish
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How I Built It: Number format converter (thousands and millions)
Hello Anaplanner Community! I’m excited to participate in another ‘How I Built It’ video with a Number Format Converter (thousands and millions) tutorial.
This video walks you through how to dynamically update UX grid number formats on all tables and charts. This enables users to have different number formats enabled for each line item.
Key features:
* 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.
https://play.vidyard.com/dDXJDFqms1HSkfNC2aG7Jc
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.
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April 2024 Community Member Spotlight: Kirill Kuznetsov
This month we are thrilled to feature @KirillKuznetsov as our Community Member Spotlight! Kirill has been active in the Community since 2017, a Certified Master Anaplanner for the last four years, and is currently a Community Boss. You can find Kirill supporting members with answering questions (he has over 570 comments!), as well as contributing new ideas and content over the years. Behind the scenes and within Community, Kirill is frequently sharing incredible feedback and suggestions to help improve our overall Community experience! Learn more about Kirill's Anaplan journey and impressive contributions below.
About Kirill
We asked Kirill about his background and history with Anaplan. Here’s what we learned!
I started my Anaplan journey at DIAGEO as part of the Anaplan Center of Excellence team in the BAU department in 2017. During this time I learned about good corporate culture and honed my proficiency at every level. The first day when I got through my Anaplan 101 course I instantly fell in love with the platform.
Managing over 20 different models, both geo- and process-specific, has provided me a broad perspective of what can be built with Anaplan. With such great examples of use cases and builds, I had the best foundation for growth. By building and supporting live models I gradually developed more experience and knowledge.
Today, I am currently the Leading Anaplan Expert at Planingo. Everyday I learn about a whole variety of industries and their planning processes. I help our clients excel in their potential and performance.
We asked Kirill a few questions to get to know him.
Please share an Anaplan success story you’re proud of.
I recently worked on a project where I helped restore a client's faith in Anaplan as a viable solution. When our company was brought on board to support, the client was losing motivation to use Anaplan due to several issues. Although the dashboards appeared well-designed and the UX was acceptable, the underlying structure was far from ideal. The model was plagued with numerous problems, including:
* Excessive model size, already reaching the workspace limit of 130 GB
* Over 2,000 modules with an average of 20 line items each
* Lack of naming conventions for easy navigation, analysis, and communication
* Overcomplicated list organization
* No clear dataflow
* No ALM
* No documentation
These problems led to slow product development and expansion, as well as numerous bugs, which in turn affected the planning team. My initial goal was to optimize the model according to best practices.
The client planned to copy the model for the next financial year and purchase another 130 GB workspace. I requested an Open Model Analysis, which revealed that the sparsity level could be optimized. Despite being hired to build a new report on top of the existing model, I prioritized addressing these issues first. In addition to completing the report on time, I brought my colleague into the project to manage the technical optimization while I focused on the report. By the time we had to make a model copy for the new financial year cycle, the model size had been reduced to approximately 30 GB, a significant improvement from the original 130 GB.
Please share something you can teach about Anaplan — any tips and tricks you'd like to highlight?
* Don’t be afraid to ask questions. Anaplan can be tricky, not only for newbies but even veterans. Always remember that the Community is a great place to find the answer if you are stuck!
* Build with shorter formulas, but with more line items. This is very helpful for auditing, transparency, performance, and flexibility. You will always have a chance to optimize them later but at least while you create new module or block — don't underestimate this rule.
* Save yourself time in the future by building attribute modules right after you create a new list. You’ll thank yourself later.
* Use hotkeys such as Shift+Ctrl+Space to switch between data and blueprint view and many others.
What do you enjoy about the Anaplan Community?
I appreciate the respect and the openness of the people here. The Community helps members stay sharp by knowledge and experience-sharing through Anapedia, Planual, Forum, and Groups. I love how everyone is involved in shaping the Anaplan platform through Forums, Idea Exchange, User Research Program, etc. All of these sections of Anaplan Community are obviously nothing without people living and interacting with each other. I am so happy to be able to connect with others in the comments and meet at live events when I have a chance.
What is one important skill that you think everyone should have?
Listen to yourself, to be able to hear the people around you. This means understanding yourself and being open to hearing your inner voice. Only by accepting yourself, your desires and fears, can you hear others.
…..We hope you enjoyed learning more about Kirill in this month’s Community Member Spotlight. Thank you, Kirill, for being an outstanding Community contributor and advocate!
Check out Kirill's Community content:
*
https://community.anaplan.com/discussion/158068/anapedia-in-nmx-now-and-some-other-cool-updates
*
https://community.anaplan.com/discussion/157237/a-conversation-with-our-community-bosses-journey-anaplan-community-podcast
Want to learn 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.
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Snapshot Challenge with #list
My scenario today,
Integration runs everyday and clear the below numbered list with data. Since the build has been done without the code i'm struggling to create the code with unique combination.
My objective is : I want to copy the current data before the delete process will execute. and compare it against the data that will be newly loaded. IS there any best way you can suggest me? My ideology will be :
1. Create a "Snapshot Code" property in the Master CC list as it will act like a code for comparison.
2. Create a new list called " Masters CC Snapshot" and same properties
3. Import the data with code from Master CC list to Masters CC Snapshot. (Here I'm unable to form a unique code)
4. Write a logic : Mistmatch ? = Master CC.CC <> Master CC Snapshot.CC[lookup:Snapshot code]
5. Delete the snapshot list data if there will be no mimatch boolean checked.
Any ways you can suggest me which you have faced based on your experience?
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Best Possible solution - Master data changes
Hi,
I would like discover best possible solution.
The integration happening from SAP to Anaplan (daily basis). The issue is that whenever there is a change in the master data , it is impacting the final #s of budget / actuals / forecast which is obvious. How do you overcome this scenario? Like budget needs to be locked even if there will be change in the master data ,budget should not be impacted. (While i don't want to take snapshots as there are lots of report). Instead my thought process was we can create notification alert for main key fields if there will be change in the master data in Anaplan and inform to the users regarding the changes. Is it possible to trigger automatic email if there will changes detected without workflow in place and is it possible with workflow? Or any other best suggestions please?
Thanks in Advance.
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Conditional Formatting Help
Hi All,
Checking the possibility of conditional formatting for FY 24 -GAP as shown below. I don't want the BP or Fcst to be formatted.
2. Is it possible to extend the Color formatting to only certain line items label (like net revenue, GM and GM %) needs color formatting
3. Is it possible to have spacing between Forecast and BP? (I understand it is a time period and if i add blanks then it will cause sparsity in the model but would like to check if there is any possibility)
Thanks,
Aish
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Anaplan Model Back Up Automation -[Copy and Archive] process
Considering that the Copy & Archive feature under Manage Models in Anaplan can copy and archive a model without impacting storage size limits. How can I implement an automated daily backup solution for Anaplan model data, given that there is currently no in-built scheduling feature for the Copy & Archive ? My clients frequently request this capability, and while we can use the rollback history or perform Copy & Archive manually, it is not the most efficient solution in several scenarios.
