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Mastering Anaplan Workflow: Tips and learnings from real-world experience
Author: Shivankur Sharma is a Certified Master Anaplanner and Principal Architect at PM Square. Anaplan has long been a leader in the connected planning space, and with the introduction of Workflow functionality, it’s taken a major step toward streamlining collaboration and task accountability. If you’re a model builder,…
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Ready for departure? What to do if your only Anaplanner is leaving!
Author: Clarissa Hassfurder is a Certified Master Anaplanner and CEO at Double10 Consulting. In many cases, when a team member departs a company, there is an ability to complete hand off with one or multiple team members. But what if your Center of Excellence (CoE) is a team of one? What if there are no other people with…
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Anaplan XL reporting support for Mac OS systems.
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: The current Anaplan XL add in is not available on Mac OS systems which hinders few users from leveraging its benefits. How often is…
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Managing Anaplan maintenance windows: A comprehensive guide for enterprise planning teams
Author: James Cannon is a Certified Master Anaplaner, Solution Architect, and Senior Manager at Ernst & Young. In any enterprise Anaplan implementation, regular maintenance windows are essential for model stability, performance optimization, and ongoing business value. However, without proper structure, communication, and…
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Case study: Streamlining demand forecasting with Anaplan
Author: Korey Cheung, Certified Master Anaplanner and Senior Associate at Spaulding Ridge. The challenge A leading consumer goods company faced challenges in aligning their statistical forecast model with their disaggregation and demand planning models. The statistical forecast and disaggregation models were primarily…
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How do I create a dynamic picklist upon Boolean selection?
I want to create a dynamic picklist, where I will check boolean from a line item, only true values will allow me to select list items else on default it wont show anything. For example: Assume a scenario where I want to assign at least 1 employee who is present in my office to become the pantry inspector & review the…
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Connected Planning with Salesforce x Anaplan
Author: Miki Sato is a Product Manager, Product Management Team (Data Management) at Anaplan. If your Salesforce data isn't driving real-time planning decisions, you're missing a critical link. This blog shows how connecting Salesforce and Anaplan — via no-code tools, embedded dashboards, or APIs — helps you turn frontline…
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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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How Anaplan powers reliable reporting
Author: Miki Sato is a Product Manager, Product Management Team (Data Management) at Anaplan. Inconsistent KPIs, scattered data exports, and disconnected BI tools slow down business decisions. This blog highlights how Anaplan’s data and modeling capabilities — especially through Data Orchestrator (ADO) and Polaris…
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Announcing a new chapter in the Planual!
Chapter 8: Anaplan Data Orchestrator is now live! Learn best practice rules for connecting and transforming source data, organizing and cataloging Data Orchestrator objects, and integrating Data Orchestrator into Anaplan models. There are four sections that make up Chapter 8: Connect: review important rules pertaining to…
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ADO: Moving beyond data hubs to planning-aware integration
Author: Miki Sato is a Product Manager, Product Management Team (Data Management) at Anaplan. Legacy approaches to data integration — manual scripts, standalone hub models, or general-purpose ETL tools — often introduce complexity, delay, and governance risk in Anaplan environments. Anaplan Data Orchestrator (ADO) offers a…
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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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How ADO is enabling smarter and faster decisions with built-in data transformation
Author: Reena Sethy is a Principal Product Manager at Anaplan. In today’s rapidly changing business scenario, organizations need the ability to make faster, accurate decisions to stay relevant. As organizations grow, their data landscape often becomes quite complex and disparate. This makes it more difficult to derive…
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The digital transformation of valuations
Author: Taylor Giesler is a Certified Master Anaplanner and Director, Enterprise Performance Management at Alpha Alternatives. The digital transformation of valuations is driven by several key trends that are reshaping the financial industry. Firms are increasingly adopting digital solutions to solve these problems, and…
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Streamlining travel data: A comprehensive approach to trip parsing and expense linking
Author: Steven Kraplin is a Certified Master Anaplanner and Senior Financial Analyst at The MathWorks. In a recent project, I was faced with the task of designing a model that could efficiently consolidate travel data from various systems. The goal was to organize the data into trips and link all related expenses incurred…
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Spring cleaning: A step-by-step guide to optimizing your model
Author: Ekaterina Garina is a Certified Master Anaplanner and EPM Consultant at Keyrus. Does your Anaplan model feel cluttered with too many line items and modules, making it difficult to find anything? Are you dealing with redundant calculations? Need a little optimization? Or perhaps you have a large model that needs…
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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…
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Choosing the right EPM/IBP tool: Beyond the basics
Author: Piotr Weremczuk is a Certified Master Anaplanner and Manager at Deloitte. Throughout my career, I have guided both large corporations and smaller enterprises in selecting Enterprise Performance Management (EPM) and Integrated Business Planning (IBP) tools. A recurring pattern I’ve noticed is that most clients focus…
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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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Breaking into the Anaplan ecosystem
Author: Ayesha Zoha, Certified Master Anaplanner and Manager at Cervello. Throughout my career, I've had the chance to connect with individuals from diverse technology and business backgrounds, as well as countless college graduates eager to start their journey in the world of Anaplan. Over the years, I’ve noticed a…
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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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Announcing: Statement of Direction for Anaplan calculation engines
Anaplan has just launched the new statement of direction for Anaplan Calculation Engines The full statement of direction can be read here. What is a statement of direction A Statement of Direction is a public guidance designed to inform our customers & prospects about our strategic direction at product level. It provides…
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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…