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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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User Access Management in the UX
Author: Lis de Geus is a Certified Master Anaplanner and Customer Success Consultant at Bedford Consulting. Setting the details of a user’s access is usually a job for the workspace admin: decide their role and selective access to lists members. However, the Users tab is not always the friendliest, especially when thinking…
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Combined Grids: examples in accounting and construction
Author: Jonathan Cushing is a Certified Master Anaplanner and Senior Consultant at Vuealta Consulting. As a Chartered Accountant and someone who has experience in both in-house consulting roles for housebuilding and construction companies, I was excited by the release of Combined Grids in Anaplan. For years, when end-users…
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Fiscal to Gregorian calendar conversion in Polaris
Author: David Edwards is a Certified Master Anaplanner and Associate Partner at Columbus Consulting. For retail and consumer goods companies, a common issue occurs when different departments (typically supply chain and finance) utilize different calendar structures. Supply Chain teams often rely on a fiscal calendar (such…
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How I Built It: User filters with variable hierarchy properties
Author: Erik Svensson is a Certified Master Anaplanner and a Principal Solution Architect at Anaplan. Hello Anaplan Community! Thank you for checking out my ‘How I Built It’ tutorial. In this video, I demonstrate a powerful technique for creating dynamic user filters. This solution gives your end-users the flexibility to…
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A quick reference guide to hierarchical structures in Anaplan
Author: Arun Thakar is a Certified Master Anaplanner and Vice President in the banking industry. Lists and hierarchies are a key foundational aspect to model building. In Anaplan, lists are a critical building block of the model and depending on which structure one uses can greatly impact user experiences, model…
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Clay before carbon fibre, flat files before data full blown orchestration
Author: Alejandro Gomez Sanchez, Certified Master Anaplanner, and Principal Consultant. Data orchestration is a remarkable capability. When done well, it is genuinely transformative: comprehensive, accurate and dependable data for decision-making is available instantly. Beyond the satisfaction of well-orchestrated data, my…
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Stop duplicating modules: Meet Combined Grids
Author: Vijay Pasumarthy is a Certified Master Anaplanner and Sr. Principal Consultant at Genpact. If you had two modules with a common dimension and wanted to show information from both on the same page, your options were limited: Build a new “combo” module and recreate all the line items or Drop two grid cards side by…
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How I Built It: Rethinking scenario planning with Polaris
Author: Philipp Erkinger, Certified Master Anaplanner and Principal Solution Architect at Bedford Consulting. Dear Anaplan Community, The Anaplan Polaris Engine has brought a significant transformation in the way I construct and design Anaplan models. Over the past three years, I have had the privilege of working on…
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How I Built It: Center of Excellence App
Author: Marina Ketelslegers is a Certified Master Anaplanner and FP&A voice for Anaplan and AI passionate about CoE support, solution architecture, and training. Hello Anaplan Community! I’m sharing a short walkthrough of my Anaplan Center of Excellence (CoE) App designed to help new CoE leads set up their CoE with clarity…
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A four-lens metrics system for Anaplan CoEs
Author: Marina Ketelslegers is a Certified Master Anaplanner and FP&A voice for Anaplan and AI passionate about CoE support, solution architecture, and training. I’ve seen how Anaplan Centers of Excellence (CoEs) start with strong momentum. There’s enthusiasm, executive support, and a clear ambition to make connected…
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A reading list to broaden your abilities beyond Anaplan technical skills
Author: Tristan Colgate is a Certified Master Anaplanner and Managing Director at Fidenda. It’s early January and, after a well-needed break over the holiday season, many of us will be returning to work with renewed energy and a desire to level-up our careers over the coming year. I hope this article gives some ideas for…
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2026 certificate maintenance for Certified Master Anaplanners
The 2026 Certified Master Anaplanner Program has begun, and there is incredible opportunity for 2026 Certified Master Anaplanners (CMAs) to demonstrate their thought leadership, technical expertise, Anaplan championship, and mentorship capabilities across the entire Anaplan ecosystem. At their core, a Certified Master…
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The new Anaplan IFP Apps: What you need to know
Author: Hardeep Dhuffar is a Certified Master Anaplanner at H8 Consulting. A real-life look at the pros, cons, and what it means for finance teams Finance teams are under more pressure than ever — faster forecasts, tighter budgets, endless scenario planning, and still somehow finding time to be “strategic partners.” Sound…
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How to be frugal when building inventory rollover
Author: Vinay Varadaraj Mirajkar is a Certified Master Anaplanner and Senior Solution Architect at Anaplan. Imagine you are modeling inventory projection in the classic engine with below assumptions: Large number of products and locations Planning horizon with daily buckets (let’s say 60 days) This is very common in use…
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Did You Know? Anaplan Extensions
Author: Ahmed Brahim is a Certified Master Anaplanner and Senior Consultant at Atkan. Hello Anaplan Community! In this ‘Did You Know’ video, I’ll be going over the various Anaplan Extensions and covering: What Anaplan Extensions are The different add-ons available (Excel, Google Sheets, PowerPoint, etc.), Relevant use…
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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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Anaplan API user reporting with Python
Author: Michael Moore is a Certified Master Anaplanner and Director, Enterprise Planning at HP. In this article I will cover: Why use Python for user administration? Prepare Begin OAuth2 login Finish OAuth2 login using redirect URL to fetch authentication token Import useful Python modules Fetch data about yourself Sort…
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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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Top 25 Anaplan features released in 2025
Author: Misbah Ansari is a Certified Master Anaplanner, Anaplan Community Moderator, Leader India User Group, and Founder at Miz Logix. Anaplan has consistently released several features monthly to stay ahead of the competition and enjoy being a leader in the Connected Planning world. 2025 was no different and there were…
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Harnessing the power of Combined Grids: A unified experience for developers and end users
Author: Saikrishna Bandaru is a Certified Master Anaplanner and Sr. Anaplan consultant. Introduction: Why Combined Grids matter With the October 2025 Anaplan release, one of the most impactful enhancements in the UX is the Combined Grids capability. Combined Grids allow page builders to bring together data from up to five…
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From alternative to essential: The expansion of private markets
Author: Daniel Dunleavy, Certified Master Anaplanner and Manager at Alpha FMC. Private markets — once the domain of large institutions and specialized investors — are now playing a central role in how businesses grow and how capital flows through the economy. As the global economy moves into 2026, private investment in…
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Accessible by design: Our new accommodations for certification exams
Taking a proctored exam can be intimidating, even for the most seasoned professionals. While certification validates a learner’s skills and expertise, the exam environment itself can sometimes pose unnecessary barriers. Our goal is to test your ability, not your endurance. That’s why we’ve made significant updates to make…
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[Polaris] Allow for the use of Suppress 0's functionality on saved views for Model to Model exports
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: While understanding there are potential updates in the works, an alternative solution for Model to Model import challenges within…
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Forecasting tuition revenue with confidence: A finance leader’s playbook
Author: Lucas Proa Filippi, Senior Consultant and Certified Master Anaplanner. Forecasting tuition revenue is one of the most consequential planning exercises in higher education. For many institutions, it represents the single largest source of operating revenue. Even small forecasting errors can ripple across…
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’Twas the sprint before go-live
Author: Brent Orr is a Certified Master Anaplanner and Global Data Architect at Accenture. Set to the tune of 'Twas the night before Christmas'. ’Twas the sprint before go-live ’Twas the sprint before go-live, when all through the model, Not a calc was circular, not even a toddle. The blue cells were sparse, all formatted…
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Inspired by the best: Master Anaplanner insights to close out the year
Hello, Anaplan Community! What an amazing year it’s been! As we look back on 2025, I am absolutely blown away by the spirit of collaboration and support that defines our community. Every single day, you all show up for each other, sharing knowledge, solving complex challenges, and pushing the boundaries of what’s possible.…
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Key recertification updates: Deadline and holiday support
To give everyone more flexibility during the busy holiday season, the recertification exam deadline has been extended to January 31st. The details Exams must be passed, not just scheduled, by January 31st. The promotion for Professional Solution Architects to take a free attempt at the Certified Master Anaplanners exam…