How I Built It

How I Built It: Integrating Hierarchy Cards, Anaplan Connect, and Outlook
Author: Kamal Verma is a Certified Master Anaplanner and Solution Lead at Accordion. Hello Anaplanner Community! I am excited to participate in my second ‘How I Built It’ tutorial. Many clients want to be informed via an email notification when changes occur in their models. This video will present one method to extend the…
Build a game in Anaplan! Recording from the Builder Challenge event
Our August Community Challenge invited people to share creative or useful Anaplan models they've built, and WOW — the Community delivered! We recently hosted an event to walk through a few of the unique and fun model builds — a recording is available below. Tune in to see four fun model builds: Kirill Kuznetsov…
How I Built It: Solving world’s hardest Sudoku with Anaplan Optimizer
About the Author: Tristan Colgate is a Certified Master Anaplanner and Managing Director at Fidenda. Hi Anaplan Community! I’m excited to bring a new and fun video to the Community ‘How I Built It’ tutorial series. In my video, I’ll walk through how I used Anaplan’s Optimizer to solve the world’s hardest Sudoku puzzle. In…
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…
How I Built It: Flagging hierarchy list levels
Author: Timothy Peterson is a Certified Master Anaplanner and Senior Delivery Associate at Spaulding Ridge. Greetings Anaplan Community! Hello and thank you for checking out my ‘How I Built It’ tutorial. In this video, I will showcase how you can leverage ratio and formula summary methods to flag different hierarchy list…
How I Built It: Dynamic month, quarter, and year filter
Hello Anaplanner Community! I’m excited to participate in the ‘How I Built It’ video series with a dynamic month, quarter, and year filter tutorial. This video will walk you through how a dashboard can dynamically update time on all tables and charts. This enables multiple users to have different filters enabled on the…
How I Built It: Replacing the "group by" function of Excel in Anaplan
About the Author: Damien Bouquier has been a Certified Master Anaplanner for 5+ years and has developed solutions across a wide range of industries for FP&A, supply chain, and sales operations planning use cases. Hi Anaplan Community! Excel allows you to group and ungroup data areas to explore the data. Anaplan does not…
How I Built It: YTD values using a fake calendar
Author: Jared Dolich is a Certified Master Anaplanner with 8 years architecting Anaplan models. Anaplan Champions! A colleague asked me recently how I might obtain a YTD value using a fake calendar. Yeah, I know — I should have asked why they couldn’t use the normal time hierarchy, but there are occasions where you are…
How I Built It: Data Hub basics
Author: Josh Baker, Certified Master Anaplanner and Senior Vice President at PJT Partners. Hi Anaplan Community! I’m excited to share my new ‘How I Built It’ video on Data Hub basics, including setup, automation, and model to model data/attribute loads. For some background: The demo utilizes comma separated files…
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…
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…
How I Built It: Number lists
Author: Soumya Bhattacharya is a Certified Master Anaplanner and technology consultant at Accenture. Hello Anaplan Community! This ‘How I Built It’ tutorial represents one of the benefits of a Number list and how we can use it to dynamically update the module line-item description. This function helps to build a dynamic…
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…
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…
How I Built It: Extending LISS capabilities
Author: Kamal Verma is a Certified Master Anaplanner and Director at Accelytics. Hello Anaplanner Community! I am excited to participate in my first ‘How I Built It’ tutorial. Clients and end users are always looking for methods to concisely display relevant data and streamline their data interactions. This video will…
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…
How I Built It: Popular Word Game
Community Manager note: In our new “How I Built It” series, we will be showcasing the incredible talent in the Anaplan ecosystem! From technical content that will help you navigate common challenges, to insights into creative solutions — these videos will offer a peek into how your peers do their jobs. Hi Anaplanners! I’m…
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…
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…
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…
How I Built It: User-friendly hierarchy management
Author: Nikko Koutas is a Certified Master Anaplanner and Manager at Lionpoint Group. Hi Anaplan Community! Welcome and thank you for checking out my ‘How I Built It’ tutorial. In my video, I will showcase a user-friendly NUX page that can be leveraged by your end users to manage their manually maintained hierarchies. I…
How I Built It: Integrations using CloudWorks
Author: Gokul Selvam Sadasivam, Certified Master Anaplanner and Senior Manager, Business Platforms at Okta. Hello Anaplanners! I’m excited to share a video that I created as part of the ‘How I Built It’ video series — diving into Integrations using CloudWorks. In the video, I give a live demonstration of how to use the…
How I Built It: Improving the end user experience
Hello Anaplanners, In this video, my colleague Jami and I will share some elegant solutions to improve the end user experience in the new UX. Tip 1: How to easily adjust the time granularity depending on the fiscal year. Tip 2: How to quickly drill down and filter any table with multiple dimensions. Questions about our…
How I Built It: Optimizer for work and play
Author: Brent Orr, Solution Architect at Anaplan. Hello Anaplanners! I’m excited to share a video that I created as part of the ‘How I Built It’ video series — diving into Optimizer and how it can help solve complex problems. In the video, I give a live demonstration of how to use Optimizer. I show an example of creating…
How I Built It: Data validation
Author: Matt Liffmann, Certified Master Anaplanner and Senior Solution Architect at Deloitte Consulting. Hi Anaplanners! My name is Matt Liffmann, and I’m a Senior Solution Architect at Deloitte Consulting. Today I’m excited to share a ‘How I Built It’ tutorial on data validation. Data validation in an upfront Data Hub is…
How I Built It: Dashboard Filter using Line Item Subset
Hello Anaplanner Community! I’m excited to participate in this new Community ‘How I Built It’ video series with a tutorial on dashboard filtering using line item subset (LIS). This video represents one of the functions of LIS, and how can we use the LIS to apply a filter on a dashboard. This filter helps to build a filter…
How I Built It: Waterfall calculation
We come across the need for waterfall calculations more often than we think! I’ve personally created this at least four times in different contexts, and I’ve helped colleagues who were trying to achieve something where a waterfall calculation would work perfectly well. First, let’s clarify what I mean by “waterfall…

How I Built It

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