Recent Blogs and Best Practice articles
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Hybrid approach to planning and execution: Anaplan for Salesforce and ADO
Author: Miki Sato is a Product Manager, Product Management Team (Data Management) at Anaplan. In my previous post, I outlined the different ways Salesforce and Anaplan integrate — from the Embedded UX experience (Anaplan Tab) to data-level integrations such as the Anaplan Data Orchestrator (ADO) Salesforce Connector. Since…
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How I Built It: Codebreaker game in Anaplan
Author: Chris Stauffer is the Director, Platform Adoption Specialists at Anaplan. My kids and I enjoy code-breaking games, and so I wondered if I could build one in Anaplan. Over the years, there have been many versions of code breaker games: Cows & Bulls, Mastermind, etc. The object of this two-player game is to solve…
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What happens if you miss the Anaplan recertification deadline?
Maintaining your Anaplan certification is crucial for validating your expertise and staying current with the platform's latest advancements. Missing the recertification deadline means you will lose your certification status and need to start the certification process over from the beginning. This article outlines the…
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How I Built It: Customizing Summary Methods
Author: Mitch Aist is a Certified Master Anaplanner and Principal Consultant at Tru Consulting. In this How I Built It video, I share a unique method for creating custom logic for Summary Methods. Learn how to create line items that can identify the hierarchy level of list items. You can even use this technique to utilize…
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Forecaster - How to manage NULL values?
In real-world forecasting applications, it's common for data to have null values. These values are missing values for certain points in time. There can be multiple reasons for the presence of missing values. For example, a transaction may not have occurred, or a device or service that monitors data may have malfunctioned.…
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Anaplan XL Reporting: Effective use cases and practical recommendations
Anaplan XL Reporting (AXL) is a powerful solution bridging the robust planning capabilities of the Anaplan platform with the familiar flexibility of Microsoft Excel. It allows you to interact with your Anaplan data dynamically, right from your desktop. To use its power effectively, it's important to understand how to use…
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End user documentation made easy with Anaplan
Author: Hillary Sich is a Certified Master Anaplanner and Senior Manager at Accenture. Do you actually enjoy creating end user documentation for the models we build? Are you creating end user documentation as a Word document with multiple screen shots per page? If so, then this article is NOT for you! Why not leverage…
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On-Demand Calculation in Polaris
Author: Dave Smith is a Senior Product Manager at Anaplan. We are thrilled to announce the rollout of On-Demand Calculation in Polaris, a feature that significantly enhances performance and efficiency for our users. On-Demand Calculation is designed to compute values only when they are needed, leading to a more optimized…
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Planning, pie, and people: What I’m thankful for in the Anaplan Community
Author: Mikhil Agarwal, Certified Master Anaplanner and Delivery Manager at VISEO USA Inc. As we dive into the holiday season, a time for family, reflection, and maybe just one more slice of pie, I’ve found myself thinking about a different kind of table I sit at throughout the year. Not the one in the dining room, but the…
