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2024 Recertification Requirement Announcement: Using Workflow in Anaplan!
We're thrilled to announce our 2024 recertification process for Certified Model Builder, Certified Solution Architect, and Certified Master Anaplanner. Being a Certified Model Builder, Certified Solution Architect, or Certified Master Anaplanner means that you’re a highly qualified and valued part of the Anaplan ecosystem!…
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Automatic email notifications
I have an action on my UX dashboard which runs a process for submitting order for approval. I want to trigger an email as soon as that process is triggered. Is there anyone who has worked on a similar use case?
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Level 3 Commission Forecast
I'm currently struggling with the calculation of the monthly commissions FC. Issue: Quarterly commission Forecast: Unable to get quarter values by sales rep. How to bring down Annual sales target into Quarterly? Kindly help me on this.
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2025 Recertification update
We're working on enhancements to the certification program, focused on further elevating the quality and credibility of our certified professionals. These improvements will highlight the expertise of our super users to provide a distinct advantage in the competitive market. We expect to share more details in the spring of…
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Level 3 Sprint 1 TAR01 Detailed Sales Targets - please advise
Hello Anaplan Community! So here is a problem I’ve been struggling with for more than a week. Please help me to understand am I right or wrong. So I have a TAR01 Detailed Sales Targets module: In PY Country and Product Family Sales line item I have Baseline Financial Forecast from TAR01 Sales Targets module looked up by…
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Level 3 - 5.5 Model Build Specifications
While Building Import process from the Data hub, I an getting confused should I import Sales Reps Flat# or G3S Sales Rep# in first Action of Build Sales Rep ? 5.5.2 Sales Planning Model - Import Processes Next, create import processes in the Sales Planning model to: Build Sales Reps Build Sales Rep Details Build Sales Role
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Best Practice to combine two or more model data into one output model
Hello Team As project requirement I need to combine information from two different model (i.e. Actual Payroll information and Plan Payroll Information) In different model have calculated this information since calculation is different and in plan payroll end user will make the changes. List used in both models are number…
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Ability to filter / show only modules for a single functional area
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: For large models, it would be beneficial to be able to show only a certain Functional Area (i.e. use a drop down to only show "Data"…
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Four tips on Anaplan model documentation
Author: Timmy Thomas is a Senior Anaplan Model Builder at Autodesk, Inc. Documentation within Anaplan may seem like a mundane topic, but it is crucial to the long-term success and vitality of an Anaplan model. Inevitably, there will be change management to deal with throughout a successful model’s lifespan. Whether the…
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How to create in a module a quarter option?
Hello, I have a forecast module, with monthly TimeScale and I want to create, in this module, an option for a quarterly view. So basicly, if the client wants to see the data quarterly, he should be able. I also have a MOD02 Quarter Time Settings and also a filter module for the quarter part. At this moment, my data is…
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Best Possible solution - Master data changes
Hi, I would like discover best possible solution. The integration happening from SAP to Anaplan (daily basis). The issue is that whenever there is a change in the master data , it is impacting the final #s of budget / actuals / forecast which is obvious. How do you overcome this scenario? Like budget needs to be locked…
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Level 3 TAR03 Country Account Calculation- is my Factor logic and values correct? Please help
I've been stuck on this part for some time now. I have followed the instructions carefully and when I calculate the Factor line item in TAR03 I am getting negative values. I did a SUM by Country on the Target line item in TAR03. Are these negative values correct or is something wrong in my TAR02 line items? I'm also not…
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Dashboard to show occupied space by building blocks
Anaplan must have an option to show actual occupied space in MBs by objects e.g. line-items (rolled up by modules), list items, versions etc. This is area which needs extra calcs OR sometimes builders (including SA) struggle to find the reason of actual model size.. A leap in this direction will help the builder community…
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How many hours of work would you estimate it takes to obtain "Certified Anaplan Model Builder"?
Specifically referring to the timeline from the beginning of level 1 trainings, through "Intro to Polaris". If you could also provide an hour estimate to becoming a certified solution architect. I understand there should be 9-12 months of real-world project experience. For this I'm just concerned about the hourly…
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UX, App-dropdown need to have category
In new UX there are many apps we are creating as per models. now we have 59 Apps there is very difficult find app names.. Can add category or search (find) option in that section so we can find any app easily.
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New Academy badging for Certified Master Anaplanners and Solution Architects!
The Anaplan Academy is thrilled to share some exciting news with you! In response to your valuable feedback and to enhance the recognition of your achievements, the Academy is thrilled to announce the launch of our highly anticipated Anaplan Certification Badge, designed to showcase your expertise in Anaplan and provide…
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November 2023 Community Q&A Challenge — join the discussion and collect a badge!
Building on the incredible success of our inaugural Community Q&A Challenge in September 2023, we're thrilled to announce our second Q&A Challenge! In the Anaplan Community, we've always believed that the key to success lies in members coming together to connect, share knowledge, and support one another. Your enthusiastic…
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Solution Architect Review Tracking
It would be nice to have some sort of status tracker for Solution Architect review. I submitted the application and now just waiting to hear back. would be nice if there was a dashboard to see if it is: application accepted, in review, etc., and maybe who the reviewer is that has been assigned.
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Stock Projection (Stock + Input - target)
If anyone can help me with this: I need to perform a stock simulation by inputting values, as you can see in Mar 24, I do not have enough to reach the Best Estimate (what I need is 261 to reach). But if I input 1000 in Feb-24, I would have 146 + 1000 = 1146. I need to subtract the target for February, which is 261, from…
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Line Item that keeps subtracting based on what's left
Hey, I would love to know if you can help me with this case. I'm trying to subtract the value of one Line Item from another depending on the result of the first one: For example, a projected stock value versus my financial target. It's easy in Excel, but I'm not sure how to perform this operation in Anaplan using a single…
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Is the Solution Architect exam free or paid? And what about the Master Anaplanner exam?
Was curious to know whether the Solution Architect and Master Anaplanner exams are paid or free
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Model Builders and Solution Architects: We want to connect with you!
Are you a Model Builder or a Solution Architect who works to create a set of rules and validations for data in Anaplan? If so, we want to speak with you! We invite you to join us for a 60-minute remote research interview, during which you'll be asked to weigh in on a new way of creating rules and validations in Anaplan.…
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L3 model building sprint1- 4.6 Model Build Specifications
Hi Everyone, I'm working on L3 training and feeling stuck. in section 4.6.5 we are asked to build the module that references PY FY19 sales. I was able to do it, but on the confirmation page from anaplan dimensions look different, but the numbers are correct in total and by product. I used A1 accounts, P2 Products lists. do…
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Don't forget...time is running out to renew your Anaplan qualifications and certs!
Deadline for re-certification is December 31st - See here for more info!
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Re-certification for Model Builders, Solution Architects, and Master Anaplanners
Don't forget to review requirements for certification maintenance - see here for more details!
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Unpacking the Sales Solution Guides
Oftentimes, the most difficult part of any major planning project is simply getting started. What do I need to know to move forward? Where can I turn if I encounter hurdles? What are the conditions that will set me up for success? In the world of sales performance management (SPM), things can quickly go from simple to…
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How to Become an Anaplan Solution Architect
Solution Architect Certification Overview The Anaplan Solution Architect certification is available to Anaplan Partners, customers, and employees who meet the outlined requirements. Start your Anaplan Certified Solution Architect application! Qualifications In order to be considered for the Anaplan Certified Solution…