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The beauty of simplicity: any level of selection in a hierarchy
Author: Hanwen Chen is a Certified Master Anaplanner and Professional Services Sr. Manager at Anaplan. Use case This is an interesting use case. One of our customers wanted to be able to include/exclude any list item/member in any level of a hierarchy to/from a group. The customer calls the group “Domain”. Domains are used…
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Data integration and scalability: A framework for model assessment and optimization
Author: Avnish Goel is a Certified Master Anaplanner and Founder at ScriptStory. Recently, I led a model assessment initiative to identify suboptimal design elements in the data architecture for a leading investment banking firm. The project involved analyzing source systems and Anaplan models, leveraging both Anaplan best…
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How to ask great questions in the Anaplan Community
Author: Seyma Tas is a Certified Master Anaplanner and product owner at Caliber Collision. A guide to help you get the answers you need The Anaplan Community is an incredible resource to share knowledge and get help. To get the best answers quickly, make sure you ask clear, well-crafted questions. Here are some tips on how…
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Calculation Effort column for Classic Engine
In the world of Anaplan modeling, performance is key. Slow model calculations can be a major bottleneck, impacting productivity and decision-making. But what if you could pinpoint exactly what’s causing the slowdown? Enter the Calculation Effort column — a powerful new feature designed to help you identify and address…
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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…
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Case study: Challenges faced before introducing Anaplan
Author: Jonathan Cushing is a Certified Master Anaplanner and Senior Consultant at Vuealta Consulting. My first experience of Anaplan was building an FP&A model in the company I worked in group finance. The company operated within the construction sector all over the UK with regional offices along with a centralized group…
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Get self-service and lower cost of ownership using CloudWorks
Now that Anaplan has rolled out CloudWorks, more clients are asking about how to leverage it as the main data integration tool for their Anaplan platform. After years of implementing Anaplan at a partner firm using mainly Anaplan Connect for integrations, I have been pleasantly surprised at how CloudWorks performs and how…
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Add new summary method to show the Dynamic Subtotaling based on user selection
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: When users wants to select specific subset of product that they own in their portfolio and plan against them, they would like to see…
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How I Built It: Effective project-based planning
Author: Soumya Bhattacharya is a Certified Master Anaplanner and technology consultant at Accenture. In this ‘How I Built It’ tutorial, I show how Anaplan can be used to demonstrate effective project-based planning. Also, how integrating a custom workday calendar can enhance the flexibility and accuracy of your planning…
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Planning for an impactful year: Community Bosses share their 2025 goals!
Whether you’re in recovery mode from the holidays or goal-setting mode for 2025, it’s time to start thinking about what you want to accomplish this year! To inspire you, five of our Community Bosses volunteered to share their plans for the year, what they hope to work on and achieve, and goals they are setting for…
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Dear Anaplan, A love letter
My Dearest Anaplan, On today the day of love, I must confess deep and fervent feelings. I love you, I love you, I love you! From the early days of our courtship where you filled me with visions of possibility, to the late nights where I dreamed of solutions we may create together, I have loved you dearly. Past lovers be…
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The city of planning
Author: Arun Thakar, Certified Master Anaplanner and Vice President in the banking industry. Somewhere in the cloud lies Anaplanopolis, the city of planning. The airports and train stations are Data Hubs. Downtown is where financial planning models reside, and in midtown are sales and revenue models. The streets are paved…
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January 2025 platform releases
Check out the latest Anaplan feature updates and enhancements in our January 2025 official release notes. The information below offers supplemental information to that post. Integrations & Extensibility Metering improvements in ADO The metering lozenge on the Overview page now includes consumption of storage and datasets,…
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Anaplan Add-In Grids Upgrade
Being able to pivot/filter the add in grid without references to that grid getting removed. When I create a retrieve using the add-in and link to another excel tab (formatted for distributions to our leaders) and then alter a dimension using the pivot/filter function it will remove the references on the summary page. In…
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Anaplan for housebuilder and construction forecasting
Author: Jonathan Cushing is a Certified Master Anaplanner and Senior Consultant at Vuealta Consulting. The labor government is aiming to deliver 1.5 million new homes by 2029; this could create an additional 350,000 jobs and a further £100 billion in economic activity compared with the last five years. Clearly this…
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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…
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🎁 Line Item Viewer ツールを公開しています 🎄
こんにちは、Amayaです。 2024年もほとんど終わりかけ、1年の振り返りをしています。 思えば今年はこちらのBlogも掲載してもらったのでした。 Experimenting with automated documenting — Anaplan Community AnaplanのAPIから出てくるラインアイテムのデータを可視化してみよう、という実験についてのポストになります。このとき実際に作成したツールについては今も公開しています。（春のユーザー会でお見せしていたのがこちらになります）…
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Embracing the journey: reflecting on 2023, anticipating 2024
I was recently reading a LinkedIn News article, 34 Big Ideas that will change our world in 2024, and one quote from it made me laugh — “Humans just aren’t very good at predicting” by Freakonomics Radio host Stephen Dubner. While this normally may be true, my first thought was, “I can — with 100% certainty — predict that…
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Strategies for clear and significant business insights
Author: Judee Dimapilis is a Certified Master Anaplanner and co-founder at Malaya Tech Consulting. Within the ever-changing landscape of business operations, reporting that is both accurate and informative has never been more crucial. However, there are common reporting challenges that many businesses encounter that makes…
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Fundamental lessons I learned in 2023
Author: Ethan Rold is a Certified Master Anaplanner and Senior Manager at Grant Thornton LLP. Winter in the U.S. is basketball season, and it is in full swing. When you attend a high school basketball game, more than likely you will hear the crowds of the student body chant “fun-da-men-tals” in a sing-song style to mock a…
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January 2024 Community Q&A Challenge — join the discussion and collect a badge!
Happy New Year to the Anaplan Community! We are thrilled to kickoff 2024 with a new Q&A Challenge, providing an opportunity to reflect on the previous year one more time. In the fall of 2023, we introduced our Community Q&A Challenge series centered around Anaplan-related questions, encouraging Community members to reflect…
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Add a seperate role for End User Page Builder
We have a challenge that our end users cannot share (publish) views / reports (pages), because the risk is too high to assign the current Page Builder role to them. The Page Builder policy allows actions that could be detrimental to our business (I aware of recovery options but we prevent issues rather than resolve them).…
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Need to know if we can take out some GB from 1 workspace and put that space into different workspace
Hi, I have a question where I want to split out like 30 GB from one of my workspace and put that 30 GB into different workspace. Current Situation Workspace 1= 130 GB Workspace 2= 300 GB Required Situation Workspace 1 = 160 GB Workspace 2= 270 GB If its possible how can we do this. Thanks
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Implementing Polaris: Lessons learned
Author: Philipp Erkinger, Certified Master Anaplanner and Principal Solution Architect at Bedford Consulting. There are days in your professional career where you get to observe something special. October 20, 2022 was such a day, when I received access to a Polaris workspace to build a model proof of concept. Having worked…
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Five lessons I learned in 2022
Author: Manuela Apostol, Certified Master Anaplanner and Anaplan & BI Solutions Architect at Logicor Anaplan is a resilient and very flexible tool and has demonstrated it can be used to adapt plans in days or weeks to current market trends — or rather — shocks! I have found that I’ve also needed to adapt my work strategy…
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Harnessing LLMs for enhanced Anaplan planning
Author: Joe van Bolderen is a Certified Master Anaplanner and founder of Van Bolderen Consulting Group. Introduction AI is changing the business landscape. The integration of external AI systems, particularly Generative Pre-trained Transformer (GPT) models, into Anaplan's ecosystem marks a significant shift for the…
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Experimenting with automated documenting
Author: Taichi Amaya, Certified Master Anaplanner, and Financial Planning and Analysis Specialist at Pasona Group, Inc. When I first started model building, I looked at the model map and was impressed by how easy it was to understand the logic of the model. Even now that we are dealing with larger models, we can look at…
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Navigating data integration challenges in Anaplan: strategies and solutions
Author: Shivankur Sharma is a Certified Master Anaplanner and assistant manager in the consulting industry. In today's data-driven business landscape, organizations rely on robust tools and platforms to streamline their financial planning and analysis (FP&A) processes. Anaplan, with its versatile capabilities, has emerged…
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Integrating AI with Anaplan to summarize table formatted data
Author: Henrikki Lehtola, Certified Solution Architect and Anaplan Consultant at twoday Finland. It's undeniable that artificial intelligence has revolutionized the way businesses operate. An example of this revolution is ChatGPT, a cutting-edge language model developed by OpenAI, that has the ability to understand…