Anaplan & OneNote... What tools do you use?


Anaplan & OneNote... What tools do you use?

Hi All, 

I've always been a fan of OneNote, but I really began using it extensively when I starting working in Anaplan. It even maintains my nice-looking A+ for Anaplan formulas.

I'm curious if any of you have other tools you'd recommend using with Anaplan? 


Master Anaplanner/Community Boss

Hi @cbrookes 


I also use OneNote on a regular basis, but mostly for making notes and scrabbling instead of using paper. I never thought of using it to edit and audit Anaplan Formulas. I will give it a go!


Probably this does not come as a surprise to anybody, but I usually rely on Notepad ++ or Excel (the latter mostly when downloading the whole list of Line Items in the model) for the purposes that you mentioned.




Master Anaplanner/Community Boss

Hi @cbrookes,

for me it is a mix of OneNote, Excel, and Notepad++. 


I also really like that formatting is kept in OneNote! Makes it much easier than using Notepad++.

Certified Master Anaplanner

Hi All,


As most of you, I use mainly A+ for Anaplan, Notepad++ and Excel (however, OneNote isn't my thing).


Notepad++ is really useful when you add Anaplan language (apart from that, I use it for JSON from Anaplan API and simple text operations, like sorting, removing duplicates etc.), and Excel is must-have not only for Imports/Exports, but also for things like model analysis using exports from Models→Line items or Lists, or quick JSON→CSV translation.



Great question.

In addition to One Note, which I use for everything - including my own take on the L1 VILT course. It's terrific. I also use:

  • Postman (free) to test APIs
  • Python and VS Code (free) to import/export/check statuses 
  • @MagaliP famous extensions (free), particularly Excel
  • Knime (free) and R Studio (free) to handle statistical modeling, particularly classification methods like clustering
  • For special visualizations I use Power BI Desktop (free, sort of) although I prefer Tableau (license) because of the native connector to Anaplan.
  • For proof of concepts and wireframing I will sometimes use Excel VBA (free with Office License).
  • For the Anaplan Way, I have a special process that uses the Anaplan Way App, Excel Anaplan Add-In, and PowerPoint VBA.
  • For video, screencasting, and .gif creations I use Camtasia (License)

Jared Dolich
Master Anaplanner/Community Boss

Actually now that @JaredDolich shared his great list, it reminded me about two useful extensions. Since I assume most of the people are using Google Chrome, please consider these two extensions:

  • Page Marker - you can easily draw, make circles or whatever you wish on your screen and save the screenshot immediately. I also find it very useful when sharing my screen and presenting that I can draw and mark something on my screen.
  • Vidyard - instead of typing an explanation of how to do something in Anaplan, I would rather make a short video of my screen and share the link with the client, so they can open it and follow the steps. 

Hope it is useful! 


Certified Master Anaplanner

OneNote and Notepad++.


Notepad++ is awesome because you can add line breaks when using find and replace.

Certified Master Anaplanner

To compare csv's (sometimes required when we constantly receive different version of data load files) , I use WinMerge  or a similar diff tool