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Boards, reports, and worksheets best practices — Event recording available!
In May, we hosted a challenge inviting Community members to share their insights on boards, reports, and worksheets best practices. We received insightful responses from Community members on these UX topics.
In the follow-up event from the Challenge, Anaplan's Seb McMillan (@seb_mcmillan) and Russ Goza (@R_Goza), both Principal Platform Adoption Specialists, shared their expert perspectives as well as highlighted responses from our May Challenge participants.
Watch the recording
https://play.vidyard.com/oJoD7kbncJAzZjYq6wFPGx
You can check out a PDF of the event presentation below:
Community Challenge - UX Page Uses.pdf
Resources mentioned during the event
* Anaplan UX - Getting Started Building [video]
* Management Reporting Explained [video]
* Circum Icons - The Psychology of Icons: Why They are so Effective
* Information is Beautiful
Questions? Leave a comment!
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Event recording available: Anaplan Data Orchestrator
If you missed our spotlight event today on Anaplan Data Orchestrator, a recording is now available.
This session — ideal for architects, model builders, integration developers, and enterprise planning teams — will help you better understand how Data Orchestrator fits into your broader integration and automation strategy.
Our presenter, Jon Ferneau (@JonFerneau), from Anaplan’s Operational Excellence Group, covers:
* Introduction to Data Orchestrator
* What is Anaplan Data Orchestrator?
* How it supports Anaplan’s integration vision
* Key business and technical benefits
* The Power of Data Orchestrator
* Leveraging built-in source system connectors
* Creating and transforming datasets with precision
* Using transformation views for tasks
* Unique ID generation
* Aggregation and rollups
* Text concatenation
* Hierarchy creation and mapping to modules
* Running concurrent integrations to multiple spoke planning models
* Workflow for Data Orchestrator* Scheduling automated integrations
* Managing failures with robust error handling and notification capabilities
Recording
https://play.vidyard.com/JHaN4K1UVAmhSzKpFWhn8f
PDF of the presentation
ADO Webinar June2025.pdf
Additional resources
* ADO: Moving beyond data hubs to planning-aware integration
* How Anaplan powers reliable reporting
* How ADO is enabling smarter and faster decisions with built-in data transformation
* Anapedia: Anaplan Data Orchestrator
Questions? Leave a comment!
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Event recording available! ALM Best Practices
Last month we hosted a challenge inviting Community members to share their insights on ALM best practices. We received 25 comments with insights on how to best utilize ALM! Yesterday, we held an event highlighting the responses we received from the March Community Challenge.
Ryan Kohn (@ryan_kohn), Principal Platform Adoption Specialist, and Andy Martin (@andrew_martin_1), Operational Excellence Director, shared their expert perspectives on ALM best practices while celebrating the standout responses from our incredible Community members.
Watch the recording
https://play.vidyard.com/nvcq8FE3pcyFahU1E1kwPE.html?
Timestamps:
* Welcome and introductions — 0:00
* Guest host introductions — 1:45
* ALM best practices — 4:08
* Q&A — 25:17
A PDF of the presentation is available here:
ACE Community Challenge Recap - ALM Best Practices.pdf
Resources mentioned during the event
* [Start Here] Application Lifecycle Management–Part 1: The basics
* Application Lifecycle Management datasheet
* Save incomplete changes when synchronizing in ALM
* Application Lifecycle Management for the User Experience
* Application Lifecycle Management API
* ALM APIs: This is how we use it
Questions? Leave a comment!
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Don’t miss our upcoming event: Quarterly Customer Platform Release on April 30.
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Recording available: Understanding the new Customer Care Portal
If you missed our event today, Understanding the Customer Care Portal, a recording is now available. In this event, I provide a demo highlighting the value of the new comprehensive case visibility, self-service tools, and dynamic case submission form to reduce resolution times.
Topics covered include:
* Seamless access to knowledge resources
* Unified case visibility
* Dynamic case submission form
* Portal roles
* 'Customer-Partner’ case collaboration
https://play.vidyard.com/YWzm1ttCAgupeUMyjVJkGE
Questions? Leave a comment!
…….
Author: Madison Rines is the Senior Manager, Customer Care & Premium Services at Anaplan.
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Recording now available! January 28 platform release event
If you missed our January 28, 2025 platform release event, the recording is now available!
In this webinar, we highlight the most recent feature releases and how to take advantage of these in your environment. Our expert-led session demonstrated new features and innovations, provided a technical deep-dive and “how-to”, followed by a question and answer session with the audience.
Topics covered include:
* Tailored access to available functions based on model engine
* User experience enhancements — see below for details
Features that were demonstrated:
* Engine-specific content in Anapedia integration
* Role-based page access
* Network charts
* Axis label formatting
* Row/column formatting
* Filter across line items
* Expand/collapse in cells with list pickers
https://play.vidyard.com/1G6HzKNUMxkWbVAPLTTksm
Q&A
Questions answered live
Role-based page access
* Is the default being able or unable to edit the page?
* Any way to assign multiple roles to multiple pages like we could do earlier?
* Is it only applicable to model builder not user?
* A user is assigned to one role, correct? Are there suggestions for managing overlapping roles?
* Is there a way to copy one role's access to another (newly created) role?
* Does that make the module access section in MUX sort of redundant?
Formatting
* Is column formatting limited to a certain number of columns?
* Is there a way to format a level of a list at once? For example, format all months and make the quarters a different color.
* Will the formatting affect the column or row label even if there is conditional formatting?
* My users like to export reports to excel for further circulation — will the formatting now export?
* Can we set the format (%, $, etc) differently for members of Line Item Subsets?
New end user features: Expand/collapse cells, filtering across line items
* Is the default for list pickers that they are fully expanded?
* Do you have an option for having multiple filters applied with OR function?
* Does the line item filter see empty text cells > 0 if they are populated
Network cards
* Is there selective read access for the Network cards and connections?
* Can multiple levels from a hierarchy be used as nodes?
* Can it be used with customers overseas or warehouses outside the US?
* What are the limitations on the source to build connection and nodes?
* Can nodes be sorted in the visual based on a line item value (like in this example the highest number of capacity first)?
* Can you add another field to allocate a specific amount of units?
* Is the Network Chart functionality available within the latest SCM Apps as part of the configuration process? Or would this be viewed as an “extensible” report?
Answered in chat
Formatting
* Do these formatting changes still apply after pivoting the table?* Yes.
* Are there new color combinations added apart from the existing colors? As there are limited options to provide colors as client's requirements for the graphs, charts, fonts, etc. – it will help if new colors are added.* Most color options take a hex value when formatting here.
* Is there any way to reset back to default all the custom formatting, instead of having to open up every possible menu?* Yes, click ‘Reset Theme’.
* How does the system handle a difference in the number formatting set in the models backend vs the NUX formatting you just showed?* The UX setting overrides the line item setting.
* How would you suggest showing the number scale for the whole table rather than adding £ and m to each line item (for example)?* Use your line item formats in the model itself.
New end user features: Expand/collapse cells, filtering across line items
* Can you set the list picker to be collapsed by default?* It is currently expanded by default.
Network cards
* How do you make the unmet demand alert on the chart in the top right?* There is a line item that checks for the alert condition and sets the value if there is. All other values are set for NaN for that line item and hence do not show up on the chart.
* Network cards can be used within the two hierarchies like product and geography?* Yes.
* Have any applications beyond SCM been explored? If so, any thoughts?* This is an SCM example although a network chart may apply to any planning processes that have many to many relationships.
* Can we have a one to many relationship? For ex, one child list item have multiple parent list items?* Yes.
* Are network charts synced based on Page selectors?* Yes.
If you missed our recent release updates:
* October* Release notes
* Supplemental blog
* November* Release notes
* Supplemental blog
* December* Release notes
* Supplemental blog
Follow along for future events!
Stay up to date with all platform release announcements by subscribing to the platform release page on the Anaplan Community, and all platform events by subscribing to the events page. Look for the “bell” icon on the page to subscribe.
Questions? Leave a comment!
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Register for our January 28 platform release webinar!
Anaplan's next quarterly platform release webinar will be held January 28, 2025 at 8 a.m. Pacific Time. During this session, we will explore our latest platform releases and discover how to streamline your workflows and achieve new levels of efficiency.
Our expert-led session will equip you with a practical guide and live demonstrations to help you get the most out of new features and innovations. Get your questions answered live during Q&A.
Topics covered will include:
* Tailored access to available functions based on model engine
* User experience enhancements — see below for details
Features to be demo'd:
* Engine-specific content in Anapedia integration
* Role-based page access
* Network charts
* Axis label formatting
* Row/column formatting
* Filter across line items
* Expand/collapse in cells with list pickers
Can't make it? Register for the event and a recording will be sent to all who register. A recap and recording will also be posted on Community.
Register here.
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Event recording available! Model design best practices
If you missed our event yesterday, November Challenge Recap: Model design best practices, a recording is now available.
Last month, we invited the Anaplan Community to share their best advice for model design. In this recap event, speakers Rob Marshall (@rob_marshall) and Adam Trainer (@AdamT), both from Anaplan’s Operational Excellence Group, share the answers received along with their experience. This includes how to plan successful model layouts, steps to take, do’s and don’ts, and what to consider to ensure minimal redesign throughout the project to allow for flexibility and scalability to expand in the future.
Watch the recording
https://play.vidyard.com/RTzEBkRNEAbyvsA369BoYr
Resources mentioned during the event
* Share your model design best practices – November 2024 Community Challenge
* Planual
* PLANS and DISCO
* Anaplan learning certifications
* The Anaplan Way
* Community forums
* OEG Best Practice: Data Hubs: Purpose and peak performance
* OEG Best Practice: The model design process
Questions? Leave a comment!
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Event recording available! Polaris use cases & best practices
If you missed our event yesterday, Polaris Use Cases and Best Practices, a recording is now available.
In this event, Rob Marshall (@rob_marshall) from Anaplan, John Dorma (@johndorma) from Twelve Consulting, and Harshita Mysore Shankar (@HarshitaMysoreShankar) from Adobe discuss Polaris, how it differs from Classic, use cases, do’s and don’ts, challenges, and learnings.
“Awesome session, it will be a real game changer.” – Event attendee
Event recording
https://play.vidyard.com/YAjniGJ8TAmC4XyHVgXSCj
Resources mentioned during the event
* Calculation Function Differences between Polaris and the Classic Engine
* Dimensional index total check (Excel document)
DIT Checker.xlsx
If this topic interests you, we also hosted an event in October focused on Polaris implementation, with Jonathan Goldsmith, CoE Leader from NVIDIA, and Stephen Rituper, Head of the Operational Excellence Group at Anaplan. You can view that recording here.
Questions about Polaris? Leave a comment!
