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How I Built It: Method for branched development within ALM
Author: Noah Jackson is a Certified Master Anaplanner and Principal Data and Insights Architect at Anaplan. Hello Anaplan Community! Since the release of the “unlink revisions” feature, it is possible to do branched development within Anaplan ALM. This is most useful when you are beginning work on a larger change or new…
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UX best practices for building impactful dashboards in Anaplan: Part 1
Author: Arjun Gandhi, Certified Master Anaplanner with over a decade of experience leading enterprise Anaplan implementations across industries. ———- “If your dashboard doesn’t tell users what to do within 10 seconds, it’s already failed.” 🧭 Introduction: Why UX design in Anaplan matters Anaplan’s UX is more than just the…
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UX best practices for building impactful dashboards in Anaplan: Part 2
Author: Arjun Gandhi, Certified Master Anaplanner with over a decade of experience leading enterprise Anaplan implementations across industries. Anaplan’s UX is more than just the surface layer of your model — it’s the gateway to planning adoption, collaboration, and decision-making. Whether it’s a CFO reviewing revenue…
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Using Left for Different Number of Characters
I have account strings that are separated by a different number of characters for each string. I need to pull everything left of a colon ":" to get the first piece of the account strings. Some of the accounts are 3 characters and some are 4. Ex. AAA:BBB:CCC; AAAA:BBB:CCC. I need to pull all the A's for everything left of…
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How to set a unique code based on Store/date information ?
Hi everyone, Does anyone know how I can generate a unique code by Store/date combination, knowing that the date is a current date that will be changing every day, it's going to be the order ID and and it going to have to start by a #: Thank you for the help :)
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Has anyone taken a stab at Master Anaplanner Recertification exam yet?
Just curious :)…
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Design standards for a superior user experience — Part 2: UX page standards
Author: Aaron Overfors is a Certified Master Anaplanner and Principal Architect at Spaulding Ridge. In my first article, we detailed how to create a robust design for the user experience; now comes pulling it all together and building the actual pages! We will examine the concepts and ingredients of a strong page to focus…
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How I Built It: Number format converter (thousands and millions)
Hello Anaplanner Community! I’m excited to participate in another ‘How I Built It’ video with a Number Format Converter (thousands and millions) tutorial. This video walks you through how to dynamically update UX grid number formats on all tables and charts. This enables users to have different number formats enabled for…
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Design standards for a superior user experience — Part 1: Effective dashboarding
Author: Aaron Overfors is a Certified Master Anaplanner and Principal Architect at Spaulding Ridge. A strong user experience is the key to almost every Anaplan solution’s success. A well-designed Anaplan model that scales, performs well, and is easy to maintain will become shelf-ware without a thoughtful, purposeful user…
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CMA Program Certification Resources
Certified Master Anaplanners wear many hats and need to work as effectively as possible. Below are various resources consolidated in one place that you will find helpful along your journey as a Certified Master Anaplanner. Certification Resources Visibility and transparency into your current status as a Certified Master…
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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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How I Built It: Beginners guide to integrating with Anaplan using Python
Author: Matt Budd, Certified Master Anaplanner and CIO at Nightingale College and Solution Architect at Dialed Solutions. Hello Anaplan Community! In the last year, I've done a lot of work around creating automation and integrations with Anaplan using Python. Several solutions I've built using Python include: Creating a…
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June 2025 Community Member Spotlight: Andrew Tye
Celebrating @andrewtye as our June 2025 Community Member Spotlight! With a decade of experience in the Anaplan ecosystem, Andrew is a Certified Master Anaplanner and Community Boss who has made meaningful contributions to the Community over the years. He’s shared nearly 800 comments and is a familiar presence in forums,…
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Did You Know: Code for Line Item Subsets
Author: Jonathan Cushing is a Certified Master Anaplanner and Senior Consultant at Vuealta Consulting. The video gives the details of a little-known function in Anaplan whereby you can add codes to line item subsets (LiSS). The video shows: Where to input the LiSS code How it can be used to map a line item subset to a list…
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Curiosity, Collaboration, and Connected Planning: Inside a 3-Day workshop
Author: Mikhil Agarwal, Certified Master Anaplanner and Delivery Manager at VISEO USA Inc. “They say a strong foundation doesn’t just support growth; it sparks curiosity.” That could not have been more fitting during our Anaplan onboarding workshop in Singapore last year. What began as a technical Level 1 Model Building…
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How I Built It: Combining two custom time schedules
Author: Moriah Reyes is a Certified Master Anaplanner and Manager at Lionpoint Group. Hello Anaplan Community! I’m excited to share my ‘How I Built It’ tutorial with you all. This video shows how you can cleverly use an index list and text list to combine two custom time schedules. Building a custom time schedule can be…
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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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May 2025 Community Member Spotlight: Marina Ketelslegers
Meet @Marina Ketelslegers — our May 2025 Community Member Spotlight! As a Certified Master Anaplanner with five years in the Anaplan Community, Marina has shared valuable insights and ideas that have helped other members along the way. Check out her spotlight to learn more about her path, her favorite Anaplan tips and…
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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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Level 3 Model Schema Diagram
Hi All, I'm currently going through my L3 and was asked to upload a model schema design diagram. For this assignment, should I create a schema diagram only for the three Regional Sales Executive user stories discussed in this course or for the entire model. The instructions seem a bit unclear. I also want to answer this…
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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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Date into Time Period Month
I have a situation where i have a line item formatted as a date(lets name it dateLine), and another line item formatted as time period month(monthLine). Currently monthLine=Period(dateLine) which gives me result like :- jan 21, feb 21, etc. However because of Period function limitation of model calendar, for values going…
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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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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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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 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…