Event recording available: Managing Hierarchies with Anaplan Data Orchestrator (ADO)

JamiesonC

If you missed our spotlight event on Anaplan Community Experience: Managing Hierarchies with Anaplan Data Orchestrator (ADO), a recording is now available!

Anaplan experts Stephen Day (Product Manager for ADO) and Jon Ferneau @JonFerneau (Data Integrations Expert, Operational Excellence Group) shared how organizations are utilizing ADO to streamline hierarchy management and support planning at scale.

The session covered:

• Centralizing data preparation: How ADO acts as a purpose-built data foundation to reduce manual data prep and ensure trusted, governed data is always planning-ready.
• Complex hierarchy building: A practical demonstration of building a four-level cost center hierarchy from two separate and disparate source systems (HR and Finance).
• Advanced transformation & direct dissemination: How to apply anti-join deduplication and dynamic list pruning, and use a single ADO link to populate all hierarchy levels without individual import actions.
• Lineage & traceability: Visualizing end-to-end data lineage from source data to the final planning model using ADO's visual data map.

Webinar - June 2026 - ADO Hierarchy Management - Copy.pdf

Check out the recording below to learn how ADO can modernize your hierarchy management.

https://play.vidyard.com/oUJiHh1iGN4UHFNTm8VR1k.html?

Chapters

0:00 - Intro and Qonto Customer Story
3:29 - What Is Anaplan?
5:57 - Why ADO Matters
9:38 - ADO Capabilities
12:20 - Meet the Demo
13:33 - Hierarchy Demo
15:56 - Source Data Setup
19:12 - Transformation Views
22:37 - Merging Hierarchies
25:57 - Leaf and Level Walk
29:42 - Linking to Anaplan
32:25 - Model Map and Push
34:41 - Workflow and Refresh
37:15 - Q&A Begins
54:43 - Closing Remark

Frequently Asked Questions

• Connectivity & Integration: Attendees were very interested in how ADO connects with other systems. This includes questions about integration with various data sources like Azure, Snowflake, Google Cloud, and on-premise solutions like Oracle.
  • ADO has pre-built connectors to many different systems. Each connector has it's own protocol for how it connects to the source system, for example: SQL connectors typically use JDBC as the connection protocol.
• Hierarchy Management: Many questions centered on the management of hierarchies and lists within Anaplan, a core data structure. This suggests a common challenge for users is maintaining complex and dynamic hierarchies.
  • ADO is very capable of assisting with hierarchy management, as demonstrated in the demo. Another powerful feature of ADO is the ability to "Balance" a ragged hierarchy. Complex hierarchy remapping that requires complex formula logic and the use of SUMS/LOOKUPS would still be best done in an Anaplan model until ADO gains new functionality to close the parity gap on what Data Hubs are doing today.
• Security & Access Control: Questions around security indicate that ensuring data governance is a key concern. This theme covers topics like user restrictions, workspace permissions, and secure data handling.
  • ADO utilizes "Dataspaces" to separate out different data sources or types of data based on your use case and how you choose to segregate your data. Access to ADO itself is restricted to the "Integration Admin" tenant level role. Each Integration Admin can be granted access to specific Dataspaces through Anaplan Administration. Integration Admin A might only have access to DEV and Finance dataspaces, while Integration Admin B might have access to all dataspaces.

Additional resources

Anaplan introduces Snowflake Writeback in Pipelines
Integrating your Oracle data: The Anaplan connector
Speeding up ADO data syncs with Workflow
Hybrid approach to planning and execution: Anaplan for Salesforce and ADO

For all articles on the Anaplan Community about Anaplan Data Orchestrator (ADO), click here.