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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!
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All ‘How I Built It’ tutorials can be found here.
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Essential Anaplan topics
Certified Master Anaplanner Exam Study Guide: Essential Anaplan Topics
The best way to hone your expertise is practical experience. Being a certified solution architect is the first step, but 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 within this study guide for the Certified Master Anaplanner Exam.
The exam format is a combination of multiple-choice and multiple selection questions. There are 60 questions in the exam that need to be completed within 90 minutes (1.5 hours). The passing score is 45. There are knowledge-based questions which reference the review topics and application-based questions that check the learner’s experience using the Anaplan. To reiterate, it advisable that those planning to take the exam have sufficient model building and project implementation experience.
Other helpful links regarding the exam:
* Requirements to register for Certified Master Anaplanner Exam
* Exam FAQs
CMA Exam Topics
Data Hubs
* Data Hubs: Purpose and Peak Performance
Center of Excellence
* 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
* Data Related Training Classes
* Get Started with Imports
* Exports from Anaplan
* Overview of Private and Default Files
* Import Data Sources
* Data Integration
* Anaplan Connect
* Guide to Data Integration using Anaplan REST API
* Anaplan API Guide and Reference
Anaplan Extensions
* Excel Add-in Version 4.0
* Third-party Data Integration
Application Lifecycle Management (ALM)
* ALM Overview
* Revision Tag Best Practices
* Save Incomplete Changes when Synchronizing in ALM
* Production Lists Overview
* Structural Information Reference
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
* Selective Access (Anapedia)
* Selective Access (Academy)
Time Ranges
* Time Ranges
* Introduction to Time Ranges
* Time Ranges–The Basics
Dashboard Filtering
* Filter (Anapedia)
* Filter Best Practice
The Anaplan Way
* The Anaplan Way - OnDemand (Learning Center)
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AI and ADO brings planning innovation with Joe van Bolderen — Journey | Anaplan Community Podcast
We’re kicking off 2025 with a bang and an outstanding Community member for our first podcast of the year. Join me in welcoming Joe van Bolderen (@Joe_VBCG) to Journey, an Anaplan Community podcast along with host Dennis Lemoine, Director of Customer Engagement & Experience.
Joe has been a Certified Master Anaplanner since 2018, and is currently the Founder and Managing Partner at VBCG. Joe is passionate about helping organizations leverage AI to achieve their strategic goals with Anaplan's platform. He values innovation, collaboration, and continuous learning, and strives to bring diverse perspectives and experiences to the team. We value that immensely in Community, where Joe has shared though-leadership in articles, comments, and resources to help others.
Learn about Joe’s journey in the Anaplan ecosystem, his passion for content creation and social media, what he geeks out about (hint: how to apply AI agents on Anaplan!), the LLM tool he has created for helping others use Anaplan, and more.
“There are a lot of Anaplan instances out there that are running well, and the companies are planning better, in a central location, more powerfully than they would in Excel. But there’s a lot of room to grow, at those companies too. Never get comfortable with your planning process. Always keep pushing the boundaries, because every model we go into can have some improvements, so keep looking at it as if it’s a new model. Keep improving on it. Keep trying new things. Because there is a whole lot more impact you can be having…” - Joe van Bolderen
https://play.vidyard.com/QggAtMQxkAaUjeio1MHRBg
Be sure to check out Joe’s articles in Community:
* Harnessing LLMs for enhanced Anaplan planning
* Maximizing momentum: The pre-kickoff checklist
Thanks for tuning it!
Interested in being on our podcast? Reach out to communitycontent@anaplan.com!
View all past podcast episodes here.
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How I Built It: Creating functional P&Ls using line item subsets without COLLECT formula
Author: Austin van der Linden is a Certified Master Anaplanner and Senior Model Builder at Hubspot.
Hello Anaplan Community!
In this 'How I Built It' Tutorial, I show how you can build functional P&Ls using line item subsets as a mapping tool. One of the cool functionalities provided with line item subsets is that you can leverage them as a list for mappings. What is even more useful is that you can use a SUM formula to aggregate based on those mappings in the same module you used to create the line item subset. By doing this, you create a simple, dynamic, and flexible method of aggregating from base level data to a line item.
Key features:
* Dynamic properties mapping.
* Model cleanliness and efficiency by using SUM on a mapping.
* Best of both worlds: structure and mapping ability of a list AND flexibility and formatting of a line item.
* Solution does not need COLLECT() formula to work.
Check it out and let me know if you have questions!
https://play.vidyard.com/FEPf6mDiLebqicZtPpwwwd
Check out all the 'How I Built It' tutorials here.
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2025 Recertification update
We're working on enhancements to the certification program, focused on further elevating the quality and credibility of our certified professionals. These improvements will highlight the expertise of our super users to provide a distinct advantage in the competitive market. We expect to share more details in the spring of next year.
Certified Model Builders and Solution Architects
While we work on these enhancements, all existing certifications for Certified Model Builders and Solution Architects will remain valid through 2025.
Certified Master Anaplanners
No changes will be made to the annual contribution activity requirement. However, the technical requirement is waived for the 2024 program year certification maintenance as a result of the updates to the certification program.
Please refer to 2024 Certification Maintenance Requirements to review the list of applicable contribution activities if you still need to complete your activity requirement prior to the December 15th, 2024 deadline.
For Certified Master Anaplanners certification maintenance inquiries, please reach out to masteranaplanners@anaplan.com.
For general questions or clarifications, please reach out to academy@anaplan.com.
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3.4.4 Activity: Create Stock Exceptions Review UX Page
Hello, I am working on this exercise, and I am stuck.
This is the view I have and I am trying to do the following.
The UX page should include:
* Region, Product Family, and Time context selectors.
* Stock Exception count by Country and Region at monthly, half-year, and year time periods.
* Stock Exception count by Product Family and for All Products at monthly, half-year, and year time periods.
* Stock Exception count by product SKU and total for the parent Product at monthly, half-year, and year time periods.
* Apply conditional formatting to highlight the Stock Exception count greater than zero.
I know I am missing the Stock Exception count by product SKU and to remove the Stock exception count as a row.
Also, I am struggling to get the monthly, half-year, and year time periods on my view.
Could anyone help on figuring this out?
Thanks!
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Lessons learned in 2024: Trust the process
Author: Taryn Townsend is a Certified Master Anaplanner and Senior Manager at Deloitte Consulting.
It is always an honor for me to be able to share perspectives with you, the Anaplan Community, as I strive to learn and grow as a part of this ecosystem. As 2024 draws to a close to give way to crafting New Year’s resolutions and setting goals for 2025, it’s a great time to reflect over the experiences of the year. We have adopted new feature functionality, learned updated model building best practices from platform experts, and collectively evolved in our understanding of connected planning! But, of course, there have been challenges along the way, leading to a lesson learned I would love to share with you.
One of my team leads often says “a fancy system on top of a broken process is just an expensive broken process.” He’s not wrong! And a familiar baseline principle we try to hold top of mind for a successful implementation is that technology alone will not drive the business changes that typically led to the desire to seek a planning platform in the first place. The tool might help or be an energizing first step but the triumvirate of people, process and technology in harmony is the guide to success. Keeping this edict in mind can become challenging however, as more system features become available that start to blur the sides of the triangle. After all, for example, if we enable Workflow in Anaplan… doesn’t that replace the process work? Two birds, one stone!
This leads to my story from a previous implementation experience. A client team had enabled Anaplan for their FP&A use case. The model had been live for a few planning cycles, but the client was not realizing the synergies and value that they had hoped to see. Handoffs were not happening correctly, cycle times were being missed, and end users were started to leverage off-line workarounds more and more. They were considering options included transitioning to a different solution when Workflow went live. “Perfect timing!” they thought. Flows were overlaid task by task on top of the existing solution. A few more forecast cycles passed before I was engaged with my team to try and understand what this client needed to succeed. We started hearing some common themes: “The solution is ok, but…” and “I really wish the system could do…” and “It’s almost there but to make it work for me, I have to do…”
In breaking down the problem statement, it became clear, there was not a gap in Anaplan’s capabilities… a robust core process was not defined. We were missing the procedural structure for the platform to be able to grow from. While the push for forward progress typically repels a pause to prioritize and preform a process review and re-alignment, those were our next steps. This work generated our action plan showing us that there was not a need to change platforms or even a call for a full model retrofit! We could prioritize enhancements that were not only welcomed but could be firmly grounded in our mutually aligned and socialized process flow. The technology alone couldn’t magically solve the underlying issues users were concerned about. Only through ensuring we were building a solution on top of a solid foundational strategy were we able to achieve our connected planning goals together.
The research scientist in me will always seek to learn the next-generation solutions and how they might be leveraged for my clients. That’s the exciting part of working in a field driven by innovation! But experiences like this remind me that while it can be advantageous to chase the leading edge, heavy importance must remain placed on the fundamentals if your application is meant to stand the test of time. This will become more and more important as we bolster our solutions with advancements like PlanIQ, ADO, and then the next set of platform enhancements waiting for us on the horizon. We can’t forget: a fancy system on top of a broken process is just an expensive broken process.
So, if you are evaluating your goals for 2025, consider setting yourself up for success and adding a reminder to prioritize the process to your list! I have absolutely added it to mine.
What were your big lessons this year? Leave a comment!
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Check out other end-of-year articles:
* Year in review: My 5 favorite 2024 Anaplan releases
* Register for our January 28 platform release webinar!
* Ending the year with our Community Bosses — Journey | Anaplan Community Podcast
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How can I Reference a Line Item from a module with time dimension in a module without time dimension
Mod 1 - System Module
Line item (Subsidary view) applies to Time(Year)
Mod 2 - Reporting Module (Timeless)
How to refer Mod 1 line item in Mod 2?
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