Connected Planning

True Connected planning : Formulas between models
As an anaplan coe and model builder, i d like to increase models interoperability and achieve the true connected planning ambition. To achieve that i need the ability to call into formulas line items from other models. This cannot be achieved currently and every model builder who practise import actions (who doesnt ?) To…
Mapping data from module to module
IF we have data at Parent level in a module then how can we bring the data in a module having dimension at child level and Vice versa.
Join our new ESG and Sustainability Group!
We are excited to announce that the Anaplan Community has a brand new group, focusing on topics of Environmental, Social and Governance (ESG) and Sustainability modeling. You can request membership here. If you’re interested in this space, you might also want to read the series of articles that group leader Steve Bows…
Impact of saved views in Connected Planning
As companies are growing, their use of the workspace is also growing resulting in multiple models. From an user standpoint, it is complicated to audit every saved view, as you can only see those that are being used in the model where they are being imported. As such, could we have a new tab in imports not only to see the…
Carbon footprinting: Building ESG metrics into your financial plans [Part 2]
Part Two: Scope 3 Planning using Life Cycle Assessment (LCA) Author: Steve Bows, Certified Master Anaplanner and Managing Director, Zooss Consulting. In Part 1 of this series, we learned the difference between Scope 1, Scope 2, and Scope 3 carbon emissions, and how we could incorporate energy use data (fossil fuels burnt…
custom source connector plugins
As an integration admin, i need to be able to create custom source connector that can be scripted (using typically python, java) to get access to different types of sources data formats without the need to go through a csv or txt file upload each time. This would allow to get data sets from reading apis endpoints,…
Webinar on-demand: Moving toward integrated, continuous workforce planning
Watch this on-demand webinar with guest speaker Betsy Summers, Forrester as she dives into nuances of #WorkforcePlanning, why it matters in thriving times and in tough times, and how you can do better by connecting it with your #planning across #finance, #sales, and #operations. #connectedplanning. In this webinar, you'll…
Carbon footprinting: Building ESG metrics into your financial plans [Part 3]
Part three: Scope 3 planning using Input-Output Analysis (IOA) Author: Steve Bows, Certified Master Anaplanner and Managing Director, Zooss Consulting. In the first article of this series, we looked at the difference between Scope 1, Scope 2 and Scope 3 carbon emissions, and how you might incorporate Scope 1 (direct) and…
The Planual Rises
It’s time. For the last 18 months, we have been working hard to fully understand how the Anaplan engine works, what the associated best practices should be, and how they should be put together in a digestible format. It’s 4:11 p.m. I am in a very hot Pier 29 building in San Francisco, standing in front of an expectant…
Retail Planning: The Business Case for Anaplan
The vision and interest to connect retail planning activities was well understood before 1990, but technology wasn’t as evolved as our ambition. Anaplan is an ideal platform to enable virtually all retail, wholesale, and eCommerce planning activities. The value provided by Anaplan combines the flexibility of spreadsheets…
Introducing the Connected Planning Playbook
Connected Planning isn’t easy. That’s why we can’t help but smile a bit when we hear our customers and prospects say, “Well, of course, Connected Planning at Anaplan is great. It’s what you do!” The reality is: our own Connected Planning journey was hard. And, if it was hard for Anaplan, it had to be hard for our…
Change management tips for redesigning processes in Anaplan
Author: Arun Thakar, Certified Master Anaplanner and Vice President in the banking industry. As an organization embarks on its Anaplan journey there may be a lot of questions from the business on what Anaplan is, and what the final product will look like. User reactions to process change can be varied, ranging from…
Day in the life of a Certified Master Anaplanner (Part 1): Management Consulting
Author: Joel Bangalan, Certified Master Anaplanner, Solutions Architect, and Systems Administrator in the consulting industry. Hello Anaplan Community! This is the first of two parts of my blog on my experience as an Anaplanner. Having worked with Anaplan both as an implementation consultant and as an end user, I’m hoping…
Anaplan New Year’s resolutions and tips for a successful 2023
Author: Daniel Dunleavy, Certified Master Anaplanner and Sr Associate, Head of Data Integration at Vuealta. Boss calls you into their office. After congratulating you for your hard work last year, he/she says for this year, “We need you to do more, with less, and do it better than before.” After thinking about all the…
What causes the Change workspace/model to disappear in the Manage model screens of the App?
When I open the app contents screen and select Manage this app button, I click on the Manage models button. In some of the Page rows I can see the drop down for Change worksheet and Change model but not all. I am a WSA and a PB. Both of the Pages belong to the same Workspace and Model. What causes some to display the…
Carbon footprinting: Building ESG metrics into your financial plans [Part 1]
Part 1: Dealing with Scope 1, 2, and 3 emissions Author: Steve Bows, Certified Master Anaplanner and Managing Director, Zooss Consulting. Last year I took a year out to do a Masters in Sustainability. I’ve been building planning models for over 25 years (originally in Adaytum — anyone old enough to remember that?), and…
2022 IDC EPBF Market Scape Key Takeaways - Anaplan leads the way
Anaplan is a recognised leader in the first-ever MarketScape for Worldwide Enterprise Planning, Budgeting & Forecasting (EPB&F) Applications by IDC. As with the Gartner FPS MQ, Anaplan is a clear frontrunner. Anaplan was instrumental in moving the market from EPM to this new EPBF category that highlights and rewards…
Building with Anaplan while avoiding perfectionism
Author: Dave Edwards, Certified Master Anaplanner and Principal at Columbus Consulting. Inevitably we will all encounter projects that drift too far into the realm of perfectionism. As companies transition to more agile software solutions, the lingering perspective from older system design that a tool must be perfect to…
From spreadsheets to Anaplan
Have you ever worked on a team where spreadsheets are used everywhere and for everything? Have you seen multiple versions of a company’s financial forecast flowing through email from one person to another, back and forth? Have you validated versions of the same file to capture any possible accidental or unwanted changes?…
Case study in workforce and talent acquisition planning
What do you do when you need a single source of truth for headcount approvals, reports, and pay benchmarking with real-time forecasts? You turn to Anaplan! In this case study, I’ll share how we improved our workforce and talent acquisition planning processes, resulting in significant forecast accuracy advancements, time…
Tech Talk with OEG: Performance triangle key takeaways from customers
The Anaplan Performance Triangle details the relationship between the number of users and the level of complexity in an Anaplan model to the performance of an Anaplan model, as explained by Mark Warren, Operational Excellence Group Platform Specialist in this article. The Performance Triangle considers: How many end-users…
Case study: Anaplan for hypergrowth companies (The story of Rohlik)
In our experience with dozens of implementations, we see a lot of similarities for the reasons clients switch to Anaplan: reducing reliance on Excel, standardizing processes across business units, reducing the time spent on manual work around data preparation, and controlling data quality. Additionally, Anaplan is often…
How to prepare for the uncertainty ahead
Is your planning ready to ride out a turbulent market? From supply and labor shortages to broad-based inflation, companies everywhere have been trying to navigate a turbulent market during the first half of 2022. In this post, Daniel Dunleavy, Certified Master Anaplanner, explores some of the themes of the year so far and…
Introducing Anaplan's Connected Planning Curriculum on Coursera
Anaplan recently launched a three-course specialization, Connected Planning for Business Transformation, for professionals and students who are building business strategy and planning skills. The specialization is ideal for senior leaders who need insight beyond basic business modeling and scenario planning to capture…
Overcoming the changing global supply chain with Anaplan
Due to the impact of the pandemic, global economic challenges, and the heightened geopolitical risks, it can be said that the future of current corporate management is almost impossible to foresee (VUCA Uncertainty Level 4). Consumers are seeing a shortage of daily necessities, along with soaring prices. In addition, from…
Our 10 Favorite Strategic Planning Movies
You’re in your seat, popcorn in hand. The lights go down and soon you’re following the adventures of the larger-than-life characters on the screen. You’re invested. You’re excited. And then… …one of them makes a decision that is so foolish and utterly unbelievable that it undermines your enjoyment of the movie. “Why would…
How Do You Help Your College or University Stay Ahead of the Curve?
In an era of rapid change and disruption in higher education, how can you help your college or university stay ahead of the curve? For the past several years, if you work in a financial management role at a college or university, or if you’re a prospective student or the parent of a student, the news headlines have been…
Adopting and Expanding in a Connected World
The vast benefits of Anaplan are both widely known and constantly evolving. The ability to impact a business plan at the click of a button, understand a decision's downstream effects, quickly navigate between detailed planning and elegant visualizations are all attributes that make Anaplan offerings second-to-none. How can…
The Anaplan for All Experience
Prior to the Anaplan for All program, I worked in the healthcare field as an authorization representative. After graduating college, I wanted to pursue a career as a healthcare provider. However, after working in healthcare I realized it was not for me and began to look towards other careers. I enrolled in programming…

Connected Planning

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