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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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April 2025 Community Member Spotlight: Alexandru Pavel
We’re celebrating @alexpavel in our latest Community Member Spotlight! For the past eight years, Alexandru has been a steady, helpful presence in the Community — with over 500 comments, and a role as a Certified Master Anaplanner and a Community Boss. He consistently shows up with thoughtful insights and a genuine desire…
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How I Built It: Upload Anaplan data — account hierarchy and key accounts
Author: Saikrishna Bandaru is a Certified Master Anaplanner and Sr. Anaplan consultant. In this video, I demonstrate how to create a user-friendly Anaplan UX page that allows end users to upload or update specific data directly into Anaplan. The example covers account mapping, enabling users to mark accounts as "strategic"…
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How to set up cloudworks process job biweekly ?
Hi team, I am using cloud works to schedule a job to run, but I need you help to set up the process integration biweekly. How to schedule a job biweekly?
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How I Built It: Replacing list items
Author: Chris Allen is a Certified Master Anaplanner and Manager at Allitix Part of Accenture. Hello, and thank you for checking out my ‘How I Built It’ video tutorial on replacing list items! The video will walk you through the process of replacing list items. The key feature leveraged here is importing a new code into a…
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Creating a two-layer ranking system in Anaplan
Author: Laiza Tagumpay is a Certified Master Anaplanner, former Customer Success Business Partner at Anaplan in the Philippines, and is now a Solution Architect at an implementation partner in Canada. When developing effective plans, companies often rely on multiple layers of prioritization criteria. In this blog, we’ll…
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How I Built It: Dynamic cell hardcoding
Author: Casey Pham is a Certified Master Anaplanner and Director of FP&A Systems at Yext. Hello Anaplan Community! In this ‘How I Built It’ demo, I'm going to show how we dynamically hardcode data in cells in order to preserve values that were previously derived from calculations. An issue I've seen in past implementations…
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How I built it : Centralizing complex calculations
Author: Fabien Junod is a Certified Master Anaplanner and Senior Solution Architect at Autodesk. Hello Anaplan Community, Let me ask you a question: do you have the same complex calculation in multiple models (maybe with different dimensions) and wish you could centralize them? In this “How I built it” tutorial, I shared…
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Need help finding a possible error in SYS01 Time Settings by Week and INV01 Inventory Ordering
Hi all - I have been trying for days to figure out where there is an error on my own, and I have not found the solution. I believe the error is somewhere in the SYS01 module as my formula for Beginning Inventory (which I've confirmed is correct, as far as the Anaplan Community is concerned) just resets every week that…
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How I Built It: Fast, efficient model build of scenario planning with P&L impact analysis
Author: Marina Ketelslegers is a Certified Master Anaplanner and FP&A expert and independent Anaplan Solution Architect. In this 'How I Built It' tutorial, you'll learn how to create a dynamic and flexible impact analysis and allocation framework tailored to your needs. Whether you're evaluating P&L scenarios with business…
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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 this summer.…
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2025 Certificate Maintenance for Certified Master Anaplanners
The 2025 Certified Master Anaplanner Program has begun and there's incredible opportunity for 2025 Certified Master Anaplanners (CMAs) to demonstrate their thought leadership, technical expertise, evangelism, and mentorship capabilities across the entire Anaplan Ecosystem! At their core, a Certified Master Anaplanner is…
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My journey on Workflow implementation — Part 1: the buildout
Author: Kevin Beltz has been a Certified Master Anaplanner since 2018 and is writing this blog on behalf of Wildflower Aspect. Hello Anaplan Community! Today I’m happy to share Part 1 of my Workflow journey. I segmented the blog into three sections: the state of Anaplan at my client, live build thoughts, and a summary…
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A conversation with Lis de Geus — Journey | Anaplan Community Podcast
Today we're excited to share episode 16 of Journey, an Anaplan Community podcast. Our host, Dennis Lemoine (@DennisL), Director of Customer Engagement & Experience, chats with Lis de Geus (@lis.degeus) — Certified Master Anaplanner and Principal Solution Architect at Bedford Consulting. Lis has been in the FP&A space on…
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Level Mismatch Error
Hello All, I am getting level mismatch error while set up the summary method as ratio, i am not able to set up the applied to and ratio as describe in the below ss simultaneously. what is the possible reason for the error and any ideas and suggestion would be appreciated, thank you for your help.
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How I Built It: Creating functional P&Ls using line item subsets without COLLECT formula
Author: Austin van der Linden is a Certified Master Anaplanner and Senior Model Builder at Hubspot. Hello Anaplan Community! In this 'How I Built It' Tutorial, I show how you can build functional P&Ls using line item subsets as a mapping tool. One of the cool functionalities provided with line item subsets is that you can…
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How I Built It: Limitless interdependent multi-select filters
Author: Daniel Badura is a Certified Master Anaplanner and Lead Architect at Dr. Oetker. Hello Anaplan Community! In this ‘How I Built It’ tutorial, I show how you can build filters that filter filters, without using any dependent dropdowns. Each filter allows multiple selections, and they are all mapped using a single…
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Updates to the Certified Master Anaplanner Exam study guide
Announcing the updated Certified Master Anaplanner Exam study guide: Essential Anaplan Topics Achieving Certified Master Anaplanner status is a significant milestone in your Anaplan journey, demonstrating a mastery of the platform and a deep commitment to excellence in Connected Planning. To help you prepare for this…
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Certified Master Anaplanner Exam Study Guide: Essential Anaplan Topics
Certified Master Anaplanner Exam Study Guide: Essential Anaplan Topics The best way to hone your expertise is practical experience. Being a certified solution architect is the first step, but we recommend one or more years of hands-on experience using Anaplan to uncover all you can do with the platform. Training can also…
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AI and ADO brings planning innovation with Joe van Bolderen — Journey | Anaplan Community Podcast
We’re kicking off 2025 with a bang and an outstanding Community member for our first podcast of the year. Join me in welcoming Joe van Bolderen (@Joe_VBCG) to Journey, an Anaplan Community podcast along with host Dennis Lemoine, Director of Customer Engagement & Experience. Joe has been a Certified Master Anaplanner since…
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3.4.4 Activity: Create Stock Exceptions Review UX Page
Hello, I am working on this exercise, and I am stuck. This is the view I have and I am trying to do the following. The UX page should include: Region, Product Family, and Time context selectors. Stock Exception count by Country and Region at monthly, half-year, and year time periods. Stock Exception count by Product Family…
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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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How can I Reference a Line Item from a module with time dimension in a module without time dimension
Mod 1 - System Module Line item (Subsidary view) applies to Time(Year) Mod 2 - Reporting Module (Timeless) How to refer Mod 1 line item in Mod 2?
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Is there anyway to provide a notification to the user
Hi team, I want to create an automatic notification system. as you can see in below screen, there is a module with week time dimension and delta line item (difference of actual data vs forecast data). so, I want to notify the user via email whenever the delta Boolean is true ? How to create this in anaplan?
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December 2024 Community Member Spotlight: Seyma Tas
As we wrap up 2024, we’re excited to feature @seymatas1 as our final Community Member Spotlight of the year! Seyma has been part of the Anaplan ecosystem since 2020 and has contributed over 120 comments in the Community in the past two years. She became a Certified Master Anaplanner in the last year, and is an active…
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ADO Access
Hi Everyone, Can anyone will help me how can i get the access for Anaplan Data Orchestrator(ADO). Regards Rakesh ****
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Send an Email Notification if a Line Item Doesn't Equal 0
Is there a way to send a notification to specific users if a variance/line item is not equal to zero?