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How I Built It: Chess in Anaplan
Author: Waleed Hakim is a Sr. Anaplan consultant. Hi everyone! I’m Waleed — a Senior Consultant working with enterprise clients to transform their planning processes through Anaplan. I've been in the Anaplan ecosystem for just under four years now, and while most of my time is spent solving complex business problems, I’ve…
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How I Built It: Set up timestamps leveraging ADO & Workflow
Author: Jeffrey Glazner is a Manager, FP&A Systems at ResMed. Hello folks! I’m happy to share my ‘How I Built It’ tutorial with you all. This video shows a simple way to set up timestamps in Anaplan leveraging Anaplan Data Orchestrator (ADO) and Workflow, without the need for any additional scripting. While not…
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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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How I Built It: How to open the Optimizer's black box
Author: 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. In this ‘How I Built It’ tutorial, I show how Anaplan’s Optimizer can provide more transparency and user…
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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 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…
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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: 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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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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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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How I Built It: Effective project-based planning
Author: Soumya Bhattacharya is a Certified Master Anaplanner and technology consultant at Accenture. In this ‘How I Built It’ tutorial, I show how Anaplan can be used to demonstrate effective project-based planning. Also, how integrating a custom workday calendar can enhance the flexibility and accuracy of your planning…
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How I Built It: Dynamic source data selection
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 showcase how you can set up end user selections to vary data sources across one or more hierarchies. This is a dynamic way…
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How I Built It: Effective filtering in Polaris
Author: James Sharrett is a Certified Master Anaplanner and Sr. Principal Architect at Anaplan. Hi Anaplan Community, In this ‘How I Built It’ tutorial, I dive into a common problem people run into with Polaris, and a general approach to designing efficient exports in both Polaris and Classic. There are limits on applying…
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How I Built It: Time and Version filters
Author: Stacey Gibbens is a Certified Master Anaplanner and Solution Architect, Financial Planning & Analysis at Globe Life. Greetings, Anaplanners! Today I’m excited to share my ‘How I Built It’ tutorial on minimizing import/export toaster time by utilizing time and version filters on source data saved views. In my video,…
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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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How I Built It: Football Survivor tool
Author: Ryan Rist is an Anaplan Solution Architect at General Atlantic. Hello Anaplanners! I’m happy to share my ‘How I Built It’ tutorial today; a fun football game/tool. Football Survivor is a competition where people select one team per week. If that team wins, they move on. If that team loses, they are knocked out.…
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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…
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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…
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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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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…
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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…
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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…
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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…
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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…
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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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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…
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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…
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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…