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Anaplan Model Back Up Automation -[Copy and Archive] process
Considering that the Copy & Archive feature under Manage Models in Anaplan can copy and archive a model without impacting storage size limits. How can I implement an automated daily backup solution for Anaplan model data, given that there is currently no in-built scheduling feature for the Copy & Archive ? My clients…
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Current Date Update
Is there any other way that we can update the current date with out using cloud works, Anaplan connect, or any middle ware ETL tools. Through the anaplan system i need to update it not manually and not by uploading the excel file
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Anaplan coach’s playbook
Author: Arun Thakar, Certified Master Anaplanner and Vice President in the banking industry. Seldom has there been a time where a single model builder can solve all an enterprise’s business problems on their own. Anaplan engagements work better with more people than with just the efforts of an individual. That being said,…
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How I Built It: Refreshing current date in an Anaplan model using Cloudworks
Author: Sai Bandaru is a Certified Master Anaplanner with six years of experience architecting Anaplan models. Hello Anaplanners! In today's fast-paced business environment, having accurate and up-to-date information is crucial for making informed decisions. In this ‘How I Built It’ tutorial, I'll explore a practical and…
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March 2024 Community Member Spotlight: Wendy Wen
March is Women's History Month and we're recognizing some of our outstanding female Community members! Our Journey podcast episode featured Silvia Di Feliciantonio (@SilviaDF) , and now in our Member Spotlight we are excited to introduce Wendy Wen (@Wendy)! Wendy is a trailblazing Certified Master Anaplanner whose…
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How I Built It: Data locking and validation within processes
Author: Noah Jackson is a Certified Master Anaplanner and Principal Data and Insights Architect at Anaplan. Hello Anaplan Community! I’m excited to share this ‘How I Built It’ video with you. In this tutorial, I walk you through two types of actions that you can add to your Anaplan processes to improve your data access…
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How do I import only 1 occurrence without errors?
I have a DATA module with a line item named "Scenarios." I need to import this line item into a list also named Scenarios list. The data module is dimensionalized by a different list so I cannot use the isfirstoccurence() formula. What's the best practice when it comes to importing this line item into a list as to not have…
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February 2024 Community Member Spotlight: Alessio Pagliano
Join us in celebrating @Alessio_Pagliano as our featured Community Member Spotlight for February! Alessio's inspiring journey in the Anaplan ecosystem spans seven years, marked by notable achievements such as becoming a Certified Master Anaplanner and a Community Boss. Explore Alessio's impressive Anaplan journey and…
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A conversation with Austin van der Linden — Journey | Anaplan Community Podcast
Welcome to our second podcast episode of 2024! Tune in today to hear Dennis Lemoine (@DennisL), Director of Customer Engagement & Experience, chat with Austin van der Linden (@Austinv) — Certified Master Anaplanner, Certified Solution Architect, and Corporate FP&A Technical Lead at Dentsply Sirona. Austin has been with…
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Certified Master Anaplanner Eligibility
Certified Master Anaplanners are Anaplan’s most experienced platform evangelists who share a common technical language and are involved in the structural development of their models. Anaplan's current customers, registered partners, and employees are all eligible to become a Certified Master Anaplanner, given they're…
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A conversation with Misbah Ansari — Journey | Anaplan Community Podcast
We’re kicking off our 2024 podcast season with a well-known Community name! Join host Kas Gengadaren (@KasG), Anaplan’s APAC Ecosystem Manager, as she interviews one of top Community members — Misbah Ansari (@Misbah), Certified Master Anaplanner, Anaplan Community Boss, Planual co-admin, and CEO and Founder at Miz Logix.…
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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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How do I use a line item formatted by a month for mapping in a column dimensionalized by time
I have a value (in this instance it is the number 13 in January 24) that I need to populate in the line item below it in the month of February 25. The entire module is dimensionalized by time (month). The Feb 25 formula is an add months function that references an input from a different module based on the quarter of the…
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Essential Anaplan topics
The best way to hone your expertise is practical experience. We recommend one or more years of hands-on experience using Anaplan to uncover all you can do with the platform. Training can also help you advance your technical skills and learn best practices for working with Anaplan.In addition to our required training, the…
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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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How I Built It: Fantasy Football draft
Author: Zach Hird is a Certified Master Anaplanner and Senior Consultant at Peloton Consulting Group. Hello Anaplanners! Learn how I used Anaplan to aid my fantasy football draft experience in this fun and different ‘How I Built It’ tutorial. I use live fantasy football data to give myself a competitive advantage while…
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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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How I Built It: Two-step approval process and audit trail
Greetings fellow Anaplanners! In this episode of ‘How I Built It’, I show you how I build a typical two-step approval process and corresponding audit trail in Anaplan. This functionality accomplishes the following requirements: Analyst users can submit a batch of process data or model results. The manager user then can…
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A conversation with our Community Bosses — Journey | Anaplan Community Podcast
2023 is rapidly coming to an end, and to wrap up the year we invited a few of our Community Bosses to join Dennis Lemoine, Director of Customer Engagement & Experience, for our nineth episode of Journey, an Anaplan Community podcast. Please welcome: Andrew Tye (@andrewtye) , Anaplan Process Developer at Aviva. Location:…
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How I Built It: Flagging new list items
Author: Chris Allen is a Certified Master Anaplanner and Manager at Allitix. Hello, and thank you for checking out my ‘How I Built It’ video tutorial on flagging new list items! The video will walk you through the process of flagging list items as "new." The key step in the process relies on an import to flag all current…
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November 2023 Community Member Spotlight: Julie Ziemer
This month we are shining the spotlight on @jziemer, who has been part of the Anaplan Community for over six years! A Certified Master Anaplanner since 2016, and a recently appointed Community Boss, Julie has been an incredible Community leader. Read more to learn about Julie's Anaplan journey, deep Anaplan knowledge, and…
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3.3.5.2A Beginning Inventory formula
Hello I need some help in this formula Beginning Inventory: This line item needs to display the value from the Beginning Inventory line item in DAT01 Beginning Inventory module for the first week of the year and the Ending Inventory from the previous week for all other weeks of the year. i have just created these in my…
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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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Can we capture a tenant-based date/time value?
With CloudWorks, we can schedule based on date/time with a selected time zone, but that is not involved in any user-facing functionality. As I am working through the new Workflow training, I realize that the platform is now providing interactions with end-users based on date/time values in a selected time zone. This has me…
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Button on Dashboard not working
The picture above highlights the problem, every time i use the button Add Sub-GL/Vendor Item, the chart to the right should update with the name, GL account, for each department. I tried to add a new vendor expense under admin finance and legal called "anaplan", the gl account i choose was called software/subscriptions.…
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2.3.10 Activity: Create Demand Forecast Sprint 2
Hello Everyone I have a logical question to make sure my approach and formula is correct for demand forecast in question on the LEVEL 2 SPRINT 2 activity . As we see, we have to create the baseline forecast for the current FY by importing the historic volumes data to the current FY from previous year FY19 data which we…
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A grateful look at Anaplan's growth and Community impact
Author: Madison Matous is a Certified Master Anaplanner and Solution Architect at Akili Inc. The weather is staring to get cooler, and leaves are changing colors (neither completely apply in Texas though 😊) which means Thanksgiving in the U.S. is right around the corner. "Okay, I'm in my sweatpants! Bring on the food." —…
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1.3.6.1 Create Build Region Saved View Level 2
1.3.6.1 Create Build Region Saved View Create a saved view for importing: Module Name: SYS05 Region Details Saved View Name: Build Region Include: Code and items Make sure to select SHOW for the Code line item and save the view. This will ensure that as new line items are added, they will not be included in the saved view…
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How to unite an Anaplan Center of Excellence
Author: Nick Alvarez is a Certified Master Anaplanner and Manager, Anaplan Model Building Empowerment at Autodesk, Inc. Introduction We’re on a journey to unite Anaplanners across Autodesk under one Anaplan Center of Excellence (CoE). As we expand the Anaplan honeycomb and our models become more and more connected, we’ve…