Best Practices

Hear from Anaplan experts on the best ways to use the platform.
Featured Content
Check out the latest best practice article covering the two main settings related to how data is aggregated in Anaplan: Top Level Item and Parent Hierarchy.    Read Full Article
The Planual provides a systematic set of standards for model building on the Anaplan platform. The rules in it are designed produce the most efficient, usable, and scalable Anaplan models, while dram...  Read Full Article
You may have heard about a model called a data hub, but perhaps you aren’t confident that you understand the fundamentals, primary functions, or considerations when architecting one. There are three ...  Read Full Article
Learn how to organize your model into logical parts to give you a well-designed model that is easy to follow, understand and amend at a later date Read Full Article
PLANS is the new standard for Anaplan modeling—“the way we model.” This covers more than just the formulas and includes and evolves existing best practices around user experience and data hubs. It is...  Read Full Article
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The native DocuSign integration with Anaplan makes it simple to share information. Learn how a script can help simplify the process even more. 
jesse_wilson}
Community Boss / Created Jul 28, 2020 / Last edited Jul 28, 2020
The ordering of list subsets can sometimes seem mysterious. Learn more about how to group subsets of lists, making them easier to find.
fabien.junod}
Certified Master Anaplanner / Created Jun 15, 2020 / Last edited Jul 15, 2020
Develop a cohesive strategy for Anaplan roles with this visual comparison of Model Builder, Page Builder, and MyPages capabilities.
GrahamJordan}
Contributor / Created May 18, 2020 / Last edited Aug 4, 2020
Power BI is a popular reporting tool, and this article will describe how to implement it with Anaplan Rest API version 2.0.
ABerenguela}
Contributor / Created Apr 7, 2020 / Last edited Jun 29, 2020
New Best Practice! This article works through how to manage the product lifecycle (governance, development, and maintenance) of your models, as well as apps built in the New UX.
sprender}
Certified Master Anaplanner / Created Apr 2, 2020 / Last edited Jul 30, 2020
We focus on how to set up your Anaplan model and your connections with the PowerPoint add-in for performance and reliability.
MagaliP}
Certified Master Anaplanner / Created Mar 31, 2020 / Last edited Jul 24, 2020
We focus on how to set up your Anaplan model and your connections with the Excel add-in for performance and reliability.
MagaliP}
Certified Master Anaplanner / Created Mar 31, 2020 / Last edited Jul 24, 2020
We focus on best practices for using Excel and PowerPoint themselves.
MagaliP}
Certified Master Anaplanner / Created Mar 31, 2020 / Last edited Jun 24, 2020
We give you some ideas about how to use the Excel and PowerPoint add-in in a creative way to achieve your business goals.
MagaliP}
Certified Master Anaplanner / Created Mar 31, 2020 / Last edited Jun 24, 2020
We focus on how you can better govern the Office add-ins (Excel and PowerPoint) in your company, especially about versions and file management, as well as installation and upgrade.
MagaliP}
Certified Master Anaplanner / Created Mar 31, 2020 / Last edited Jun 24, 2020
Forms are a new input mechanism added to the Anaplan UX that allow you to create simple, intuitive input forms that feel familiar to end users and submit data directly into your models. 
davewaller}
Frequent Contributor / Created Feb 27, 2020 / Last edited Jun 29, 2020
New Best Practice—compare values in a TEXT formatted line item and identify the values that occur more than once (duplicates).
shreyak.garg}
Certified Master Anaplanner / Created Feb 20, 2020 / Last edited Jun 29, 2020
Hierarchy Management - Learn how to change the master data with no Impact on the hierarchy and the financials.
Misbah}
Master Anaplanner/Community Boss / Created Feb 20, 2020 / Last edited Apr 30, 2020
This guide will walk through the Time Setting in Anaplan models, as well as some best practice recommendations on automating the current time period to simplify formulas and dashboard views.
greggil}
Certified Master Anaplanner / Created Feb 19, 2020 / Last edited Jul 16, 2020
As an ad planner, sales representative, or merchandise planner, you might be interested in planning your sales or invoices using tier pricing. This solution will address a user-story that allows you ...
Jared Dolich}
Master Anaplanner/Community Boss / Created Feb 19, 2020 / Last edited May 13, 2020
This user-story will provide a solution using a one-year model that uses a 445-monthly calendar.
Jared Dolich}
Master Anaplanner/Community Boss / Created Feb 10, 2020 / Last edited May 20, 2020
An often requested output of a trade promotions use case is to understand sales between two specific dates— be it days, weeks, or months.
andrewtye}
Master Anaplanner/Community Boss / Created Feb 5, 2020 / Last edited Jun 24, 2020
Best practices help you use the platform in the best way possible. In this example, learn how to set up a count based on an attribute. 
Fwolf}
Certified Master Anaplanner / Created Jan 29, 2020 / Last edited Jun 24, 2020
When using CUMULATE over a list, performance can be impacted with large cell counts. CUMULATE over time is an alternative to consider. 
MarkWarren}
Expert / Created Jan 13, 2020 / Last edited Jun 24, 2020
Determining whether a List Item appears in a Subset isn't always standard. This Best Practice illustrates how to make that determination, elegantly.     
tristan.colgate}
Certified Master Anaplanner / Created Jan 10, 2020 / Last edited Feb 28, 2020
Following the principles of D.I.S.C.O., this latest Best Practice takes an in-depth look at the ability to effectively achieve a forward-looking solution. 
Jared Dolich}
Master Anaplanner/Community Boss / Created Jan 6, 2020 / Last edited Feb 12, 2020
Calculating the difference between two dates is a common requirement. Learn more about the best practice for calculating the difference between two days/two months. 
DavidSmith}
Master Anaplanner/Community Boss / Created Dec 17, 2019 / Last edited Jun 19, 2020
This article helps out to keep the model clean, optimized and secured. Simple tips, short and crispy solutions are given.
kavinkumar}
Master Anaplanner/Community Boss / Created Dec 16, 2019 / Last edited Dec 30, 2019
Check out the latest best practice article covering the two main settings related to how data is aggregated in Anaplan: Top Level Item and Parent Hierarchy.   
greg_reynolds}
Expert / Created Dec 12, 2019 / Last edited Dec 15, 2019
Migrating from the classic SFDC platform to the Lightning platform can create issues with some Anaplan models. This article covers issues with SFDC objects and the steps to correct them.
pierre_kerkinni}
Certified Master Anaplanner / Created Dec 5, 2019 / Last edited Jan 29, 2020
Check out the latest best practice detailing how to clear data in Anaplan—from the basic to the programmatic—giving you all the flexibility needed for targeted clearing. 
paul.rosal}
Contributor / Created Nov 18, 2019 / Last edited Dec 3, 2019
Line item subsets are one of the most powerful and efficient features in Anaplan, yet one of the least understood. The COLLECT() function is probably the only “black box” function within Anaplan as i...
DavidSmith}
Master Anaplanner/Community Boss / Created Nov 13, 2019 / Last edited Jun 23, 2020
Learn how using ratio can solve the problem of showing costs as positive numbers whilst subtracting them from totals
DavidSmith}
Master Anaplanner/Community Boss / Created Nov 8, 2019 / Last edited Nov 11, 2019
As described in the Authentication API documentation, an authentication token is needed to issue requests with API 2.0.  The request for a token is made to: https://auth.anaplan.com/token/authen...
scott.smith}
Expert / Created Oct 31, 2019 / Last edited Oct 31, 2019
This article covers the necessary steps to update the iPaaS connectors for HyperConnect/Informatica Cloud, Dell Boomi, Mulesoft and SnapLogic. See the article A Guide to CA Certificates in Anapl...
scott.smith}
Expert / Created Oct 23, 2019 / Last edited Oct 31, 2019
As a business operations manager on the Anaplan on Anaplan (AoA) team—an internal team, focused on bringing Connected Planning to life within Anaplan—I help to oversee our internal Anaplan model ecos...
joeymorisette}
Certified Master Anaplanner / Created Oct 9, 2019 / Last edited Oct 9, 2019
What are the benefits and drawbacks of using Versions instead a General List
DavidSmith}
Master Anaplanner/Community Boss / Created Sep 16, 2019 / Last edited Jun 19, 2020
The Planual provides a systematic set of standards for model building on the Anaplan platform. The rules in it are designed produce the most efficient, usable, and scalable Anaplan models, while dram...
Stan}
Community Manager / Created Aug 2, 2019 / Last edited Jun 1, 2020
You may have heard about a model called a data hub, but perhaps you aren’t confident that you understand the fundamentals, primary functions, or considerations when architecting one. There are three ...
rob_marshall}
Master Anaplanner/Community Boss / Created Jul 19, 2019 / Last edited Jun 19, 2020
What is Pre-Allocation in Lists? Pre-allocation in lists is a mechanism in Anaplan that adds a buffer to list lengths. It is not added by default for lists; it becomes enabled when a role is set on a...
MarkWarren}
Expert / Created Jul 9, 2019 / Last edited Jun 29, 2020
How do we keep our users in the Anaplan platform to do their work which requires a high level of advanced customization, faster and more easily than their previous Excel environment? The solutio...
guillaume_arnau}
Certified Master Anaplanner / Created Mar 19, 2019 / Last edited Aug 12, 2019
Learn how small changes can lead to dramtic improvements in model calculations
DavidSmith}
Master Anaplanner/Community Boss / Created Feb 25, 2019 / Last edited Jun 24, 2020
Overview The following is a guide for the new Statistical Forecasting Calculation Engine Models (monthly and weekly). It includes enablement videos, practice data import exercise, model doc...
erin.lauterbach}
Contributor / Created Jan 22, 2019 / Last edited Jul 24, 2019
Creates the Java KeyStore required for Anaplan Connect 1.4
graham_gronhoff}
New Member / Created Nov 19, 2018 / Last edited Feb 11, 2019
What happens to History when I delete a user from a workspace?
ryan_kohn}
Certified Master Anaplanner / Created Oct 31, 2018 / Last edited Jun 29, 2020
I recently posted a Python library for version 1.3 of our API. With the GA announcement of API 2.0, I'm sharing a new library that works with these endpoints. Like the previous library, this supports...
jesse_wilson}
Community Boss / Created Oct 31, 2018 / Last edited Aug 6, 2020
As a model builder, you have to define line item formats over and over. Using a text expander/snippet tool, you can speed up the configuration of modules. When you add a new Line Item, Anaplan s...
Ben.P}
Occasional Contributor / Created Oct 24, 2018 / Last edited May 21, 2019
Filters can be very useful in model building and are widely used, but they can come at the expense of performance—often very visible to users through their use on dashboards. Performance can also hit...
MarkWarren}
Expert / Created Oct 22, 2018 / Last edited Aug 12, 2019
This article covers the necessary steps for you to migrate your Anaplan Connect (AC) 1.3.x.x script to Anaplan Connect 1.4.x. For additional details and examples, refer to the latest Anapla...
scott.smith}
Expert / Created Oct 8, 2018 / Last edited Sep 9, 2019
Learn how to organize your model into logical parts to give you a well-designed model that is easy to follow, understand and amend at a later date
DavidSmith}
Master Anaplanner/Community Boss / Created Sep 6, 2018 / Last edited Nov 21, 2019
Dynamic Cell Access (DCA) controls the access levels for line items within modules. It is simple to implement and provides modelers with a flexible way of controlling user inputs. Here are a few...
DavidSmith}
Master Anaplanner/Community Boss / Created Jun 15, 2018 / Last edited May 16, 2019
Reducing the number of calculations will lead to quicker calculations and improve performance. However, this doesn’t mean combining all your calculations into fewer line items, as breaking calculatio...
DavidSmith}
Master Anaplanner/Community Boss / Created Jun 4, 2018 / Last edited Jun 24, 2020
Little and Often Would you spend weeks on your budget submission spreadsheet or your college thesis without once saving it? Probably not. The same should apply to making developments and setting...
DavidSmith}
Master Anaplanner/Community Boss / Created May 31, 2018 / Last edited Jun 16, 2020
Imagine This Scenario: You are in the middle of making changes in your development model and have been doing so for the last few weeks. The changes are not complete and are not ready to synchronize. ...
DavidSmith}
Master Anaplanner/Community Boss / Created May 31, 2018 / Last edited Jul 30, 2020
Imagine the Following Scenario: You need to make regular structural changes to a deployed model (for example, weekly changes to the switchover date). You can make these changes by setting revision ta...
DavidSmith}
Master Anaplanner/Community Boss / Created May 31, 2018 / Last edited Nov 4, 2019
If you’re familiar with Anaplan, you’ve probably heard the buzz about having a data hub and wondered why it’s considered a “best practice” within the Anaplan community. Wonder no more. Below, I will ...
guillaume_arnau}
Certified Master Anaplanner / Created May 31, 2018 / Last edited Jun 29, 2020
Assume the following Non-Composite list, ragged hierarchy, needs to be set to Production Data. We need to refer to the ultimate parent to define the logic calculation. In the example, we have assume...
DavidSmith}
Master Anaplanner/Community Boss / Created May 31, 2018 / Last edited Jun 29, 2020
Anaplan API: Communication failure <SSL peer unverified:  peer not authenticated> This is a common error if a Customer Server is behind a proxy or firewall. The solution is to have the cus...
Mark_W_Shemaria}
Certified Master Anaplanner / Created May 31, 2018 / Last edited Jun 29, 2020
You can interact with the data in your models using Anaplan's RESTful API. This enables you to securely import and export data, as well as run actions through any programmatic way you desire. The API...
rupert_tagnipes}
Expert / Created May 31, 2018 / Last edited Jun 23, 2020
Problem to solve: As an HR manager, I need to enter the salary raise numbers for multiple regions that I'm responsible for. As a domain best practice, my driver-based model helps me to enter raise g...
guillaume_arnau}
Certified Master Anaplanner / Created May 31, 2018 / Last edited Jun 29, 2020
Summary This article describes the technique to dynamically filter specific levels of a hierarchy on a dashboard and provides a method to select and visualize hierarchies on a dashboard. Details This...
Mark_W_Shemaria}
Certified Master Anaplanner / Created May 31, 2018 / Last edited Jun 23, 2020
Overview These dashboards are absolutely critical to good usability of a model. Dashboards are the first contact between the end users and a model. What SHOULD NOT be done in a landing...
guillaume_arnau}
Certified Master Anaplanner / Created May 31, 2018 / Last edited Jun 29, 2020
Note that this article uses a planning dashboard as an example, but many of these principles apply to other types of dashboards as well. Methodology User Stories Building a useful planning dashboard...
guillaume_arnau}
Certified Master Anaplanner / Created May 31, 2018 / Last edited Jun 24, 2020
Deal with Monthly Dashboards Many FP&A dashboards will need to display all 12 months in the current year, as well as Quarter, Half, and Total Year totals. Doing this is likely to create a ve...
guillaume_arnau}
Certified Master Anaplanner / Created May 31, 2018 / Last edited Jun 29, 2020
Model Load: A large and complex model such as 10B cells can take up to 10 minutes to load the first time it's in use after a period of inactivity of 60 minutes. The only way to reduce the load time i...
DavidSmith}
Master Anaplanner/Community Boss / Created May 31, 2018 / Last edited Jun 24, 2020
Details of known issues  Challenge Recommendations Performance issues with long nested formulas Need to have a long formula on time as a result of nested intermediate calculations. I...
DavidSmith}
Master Anaplanner/Community Boss / Created May 31, 2018 / Last edited Jun 29, 2020
Overview: A dashboard with grids that includes large lists that have been filtered and/or sorted can take time to open. The opening action can also become a blocking operation; when this happens, you...
DavidSmith}
Master Anaplanner/Community Boss / Created May 31, 2018 / Last edited Jun 29, 2020
Overview Imports are blocking operations: To maintain a consistent view of the data, the model is locked during the import, and concurrent imports run by end-users will need to run one after the oth...
DavidSmith}
Master Anaplanner/Community Boss / Created May 31, 2018 / Last edited Jun 29, 2020
General Recommendations It is important as model calculations increase to ensure that the calculations and structures are as optimal as possible. Easy checks include: Ensure the dimension order in t...
DavidSmith}
Master Anaplanner/Community Boss / Created May 31, 2018 / Last edited Nov 8, 2019
The process of designing a model will help you: Understand the customer’s problem more completely Bring to light any incorrect assumptions you may have made, allowing for correction before building ...
pam_pervenanze}
Frequent Contributor / Created May 31, 2018 / Last edited May 20, 2020
It is important to understand what Application Lifecycle Management (ALM) enables clients to do within Anaplan. In short, ALM enables clients to effectively manage the development, testing, depl...
DavidSmith}
Master Anaplanner/Community Boss / Created May 31, 2018 / Last edited Jun 29, 2020
PLANS is the new standard for Anaplan modeling—“the way we model.” This covers more than just the formulas and includes and evolves existing best practices around user experience and data hubs. It is...
DavidSmith}
Master Anaplanner/Community Boss / Created May 31, 2018 / Last edited Jun 1, 2020
Thinking through the results of a modeling decision is a key part of ensuring good model performance—in other words, making sure the calculation engine isn’t overtaxed. This article highlights some i...
DavidSmith}
Master Anaplanner/Community Boss / Created May 10, 2018 / Last edited Jun 24, 2020
Note: While all of these scripts have been tested and found to be fully functional, due to the vast amount of potential use cases, Anaplan does not explicitly support custom scripts built by our cust...
chase.hippen}
Contributor / Created May 10, 2018 / Last edited Jul 2, 2019
Dimension Order Affects Calculation Performance Ensuring consistency in the order of dimensions will help improve the performance of your models. This consistency is relevant for modules and individu...
DavidSmith}
Master Anaplanner/Community Boss / Created May 4, 2018 / Last edited Jul 1, 2019
Personal dashboards are a great new feature that enables end users to save a personalized view of a dashboard. To get the most out of this feature, here are a few tips and tricks. Tidy Up Dashboards ...
DavidSmith}
Master Anaplanner/Community Boss / Created Apr 10, 2018 / Last edited Jun 29, 2020
If you have a multi-year model where the data range for different parts of the model varies, (for example, history covering two years, current year forecast, and three planning years) then Time Range...
DavidSmith}
Master Anaplanner/Community Boss / Created Mar 9, 2018 / Last edited May 13, 2019
L'application Bring Your Own Key (BYOK) vous permet maintenant de vous approprier les clés de chiffrement de vos données de modèle. Si vous avez accès à l'outil Anaplan Administration, vous pouvez ch...
mark.lee}
Contributor / Created Oct 7, 2017 / Last edited Jun 29, 2020
Summary Anaplan Connect is a command-line client to the Anaplan cloud-based planning environment and is a java-based utility that is able to perform a variety of commands, such as uploading and downl...
elizabeth_schaf}
Valued Contributor / Created Jul 24, 2017 / Last edited Dec 5, 2019
Making sure that production data lists are correctly marked within a model is a key step to setting up and using Application Lifecycle Management (ALM). This guide will provide a solution to how...
alec_judd}
Frequent Contributor / Created Jul 10, 2017 / Last edited Jun 24, 2020
This article provides the steps needed to create a basic time filter module. This module can be used as a point of reference for time filters across all modules and dashboards within a given model. T...
yelena_keselman}
Occasional Contributor / Created May 30, 2017 / Last edited May 21, 2019
The native DocuSign integration with Anaplan makes it simple to share information. Learn how a script can help simplify the process even more. 
jesse_wilson}
Community Boss / Created Jul 28, 2020 / Last edited Jul 28, 2020
The ordering of list subsets can sometimes seem mysterious. Learn more about how to group subsets of lists, making them easier to find.
fabien.junod}
Certified Master Anaplanner / Created Jun 15, 2020 / Last edited Jul 15, 2020
Develop a cohesive strategy for Anaplan roles with this visual comparison of Model Builder, Page Builder, and MyPages capabilities.
GrahamJordan}
Contributor / Created May 18, 2020 / Last edited Aug 4, 2020
Power BI is a popular reporting tool, and this article will describe how to implement it with Anaplan Rest API version 2.0.
ABerenguela}
Contributor / Created Apr 7, 2020 / Last edited Jun 29, 2020
New Best Practice! This article works through how to manage the product lifecycle (governance, development, and maintenance) of your models, as well as apps built in the New UX.
sprender}
Certified Master Anaplanner / Created Apr 2, 2020 / Last edited Jul 30, 2020
We focus on how to set up your Anaplan model and your connections with the PowerPoint add-in for performance and reliability.
MagaliP}
Certified Master Anaplanner / Created Mar 31, 2020 / Last edited Jul 24, 2020
We focus on how to set up your Anaplan model and your connections with the Excel add-in for performance and reliability.
MagaliP}
Certified Master Anaplanner / Created Mar 31, 2020 / Last edited Jul 24, 2020
We focus on best practices for using Excel and PowerPoint themselves.
MagaliP}
Certified Master Anaplanner / Created Mar 31, 2020 / Last edited Jun 24, 2020
We give you some ideas about how to use the Excel and PowerPoint add-in in a creative way to achieve your business goals.
MagaliP}
Certified Master Anaplanner / Created Mar 31, 2020 / Last edited Jun 24, 2020
We focus on how you can better govern the Office add-ins (Excel and PowerPoint) in your company, especially about versions and file management, as well as installation and upgrade.
MagaliP}
Certified Master Anaplanner / Created Mar 31, 2020 / Last edited Jun 24, 2020
Forms are a new input mechanism added to the Anaplan UX that allow you to create simple, intuitive input forms that feel familiar to end users and submit data directly into your models. 
davewaller}
Frequent Contributor / Created Feb 27, 2020 / Last edited Jun 29, 2020
New Best Practice—compare values in a TEXT formatted line item and identify the values that occur more than once (duplicates).
shreyak.garg}
Certified Master Anaplanner / Created Feb 20, 2020 / Last edited Jun 29, 2020
Hierarchy Management - Learn how to change the master data with no Impact on the hierarchy and the financials.
Misbah}
Master Anaplanner/Community Boss / Created Feb 20, 2020 / Last edited Apr 30, 2020
This guide will walk through the Time Setting in Anaplan models, as well as some best practice recommendations on automating the current time period to simplify formulas and dashboard views.
greggil}
Certified Master Anaplanner / Created Feb 19, 2020 / Last edited Jul 16, 2020
As an ad planner, sales representative, or merchandise planner, you might be interested in planning your sales or invoices using tier pricing. This solution will address a user-story that allows you ...
Jared Dolich}
Master Anaplanner/Community Boss / Created Feb 19, 2020 / Last edited May 13, 2020
This user-story will provide a solution using a one-year model that uses a 445-monthly calendar.
Jared Dolich}
Master Anaplanner/Community Boss / Created Feb 10, 2020 / Last edited May 20, 2020
An often requested output of a trade promotions use case is to understand sales between two specific dates— be it days, weeks, or months.
andrewtye}
Master Anaplanner/Community Boss / Created Feb 5, 2020 / Last edited Jun 24, 2020
Best practices help you use the platform in the best way possible. In this example, learn how to set up a count based on an attribute. 
Fwolf}
Certified Master Anaplanner / Created Jan 29, 2020 / Last edited Jun 24, 2020
When using CUMULATE over a list, performance can be impacted with large cell counts. CUMULATE over time is an alternative to consider. 
MarkWarren}
Expert / Created Jan 13, 2020 / Last edited Jun 24, 2020
Determining whether a List Item appears in a Subset isn't always standard. This Best Practice illustrates how to make that determination, elegantly.     
tristan.colgate}
Certified Master Anaplanner / Created Jan 10, 2020 / Last edited Feb 28, 2020
Following the principles of D.I.S.C.O., this latest Best Practice takes an in-depth look at the ability to effectively achieve a forward-looking solution. 
Jared Dolich}
Master Anaplanner/Community Boss / Created Jan 6, 2020 / Last edited Feb 12, 2020
Calculating the difference between two dates is a common requirement. Learn more about the best practice for calculating the difference between two days/two months. 
DavidSmith}
Master Anaplanner/Community Boss / Created Dec 17, 2019 / Last edited Jun 19, 2020
This article helps out to keep the model clean, optimized and secured. Simple tips, short and crispy solutions are given.
kavinkumar}
Master Anaplanner/Community Boss / Created Dec 16, 2019 / Last edited Dec 30, 2019
Check out the latest best practice article covering the two main settings related to how data is aggregated in Anaplan: Top Level Item and Parent Hierarchy.   
greg_reynolds}
Expert / Created Dec 12, 2019 / Last edited Dec 15, 2019
Migrating from the classic SFDC platform to the Lightning platform can create issues with some Anaplan models. This article covers issues with SFDC objects and the steps to correct them.
pierre_kerkinni}
Certified Master Anaplanner / Created Dec 5, 2019 / Last edited Jan 29, 2020
Check out the latest best practice detailing how to clear data in Anaplan—from the basic to the programmatic—giving you all the flexibility needed for targeted clearing. 
paul.rosal}
Contributor / Created Nov 18, 2019 / Last edited Dec 3, 2019
Line item subsets are one of the most powerful and efficient features in Anaplan, yet one of the least understood. The COLLECT() function is probably the only “black box” function within Anaplan as i...
DavidSmith}
Master Anaplanner/Community Boss / Created Nov 13, 2019 / Last edited Jun 23, 2020
Learn how using ratio can solve the problem of showing costs as positive numbers whilst subtracting them from totals
DavidSmith}
Master Anaplanner/Community Boss / Created Nov 8, 2019 / Last edited Nov 11, 2019
As described in the Authentication API documentation, an authentication token is needed to issue requests with API 2.0.  The request for a token is made to: https://auth.anaplan.com/token/authen...
scott.smith}
Expert / Created Oct 31, 2019 / Last edited Oct 31, 2019
This article covers the necessary steps to update the iPaaS connectors for HyperConnect/Informatica Cloud, Dell Boomi, Mulesoft and SnapLogic. See the article A Guide to CA Certificates in Anapl...
scott.smith}
Expert / Created Oct 23, 2019 / Last edited Oct 31, 2019
As a business operations manager on the Anaplan on Anaplan (AoA) team—an internal team, focused on bringing Connected Planning to life within Anaplan—I help to oversee our internal Anaplan model ecos...
joeymorisette}
Certified Master Anaplanner / Created Oct 9, 2019 / Last edited Oct 9, 2019
What are the benefits and drawbacks of using Versions instead a General List
DavidSmith}
Master Anaplanner/Community Boss / Created Sep 16, 2019 / Last edited Jun 19, 2020
The Planual provides a systematic set of standards for model building on the Anaplan platform. The rules in it are designed produce the most efficient, usable, and scalable Anaplan models, while dram...
Stan}
Community Manager / Created Aug 2, 2019 / Last edited Jun 1, 2020
You may have heard about a model called a data hub, but perhaps you aren’t confident that you understand the fundamentals, primary functions, or considerations when architecting one. There are three ...
rob_marshall}
Master Anaplanner/Community Boss / Created Jul 19, 2019 / Last edited Jun 19, 2020
What is Pre-Allocation in Lists? Pre-allocation in lists is a mechanism in Anaplan that adds a buffer to list lengths. It is not added by default for lists; it becomes enabled when a role is set on a...
MarkWarren}
Expert / Created Jul 9, 2019 / Last edited Jun 29, 2020
How do we keep our users in the Anaplan platform to do their work which requires a high level of advanced customization, faster and more easily than their previous Excel environment? The solutio...
guillaume_arnau}
Certified Master Anaplanner / Created Mar 19, 2019 / Last edited Aug 12, 2019
Learn how small changes can lead to dramtic improvements in model calculations
DavidSmith}
Master Anaplanner/Community Boss / Created Feb 25, 2019 / Last edited Jun 24, 2020
Overview The following is a guide for the new Statistical Forecasting Calculation Engine Models (monthly and weekly). It includes enablement videos, practice data import exercise, model doc...
erin.lauterbach}
Contributor / Created Jan 22, 2019 / Last edited Jul 24, 2019
Creates the Java KeyStore required for Anaplan Connect 1.4
graham_gronhoff}
New Member / Created Nov 19, 2018 / Last edited Feb 11, 2019
What happens to History when I delete a user from a workspace?
ryan_kohn}
Certified Master Anaplanner / Created Oct 31, 2018 / Last edited Jun 29, 2020
I recently posted a Python library for version 1.3 of our API. With the GA announcement of API 2.0, I'm sharing a new library that works with these endpoints. Like the previous library, this supports...
jesse_wilson}
Community Boss / Created Oct 31, 2018 / Last edited Aug 6, 2020
As a model builder, you have to define line item formats over and over. Using a text expander/snippet tool, you can speed up the configuration of modules. When you add a new Line Item, Anaplan s...
Ben.P}
Occasional Contributor / Created Oct 24, 2018 / Last edited May 21, 2019
Filters can be very useful in model building and are widely used, but they can come at the expense of performance—often very visible to users through their use on dashboards. Performance can also hit...
MarkWarren}
Expert / Created Oct 22, 2018 / Last edited Aug 12, 2019
This article covers the necessary steps for you to migrate your Anaplan Connect (AC) 1.3.x.x script to Anaplan Connect 1.4.x. For additional details and examples, refer to the latest Anapla...
scott.smith}
Expert / Created Oct 8, 2018 / Last edited Sep 9, 2019
Learn how to organize your model into logical parts to give you a well-designed model that is easy to follow, understand and amend at a later date
DavidSmith}
Master Anaplanner/Community Boss / Created Sep 6, 2018 / Last edited Nov 21, 2019
Dynamic Cell Access (DCA) controls the access levels for line items within modules. It is simple to implement and provides modelers with a flexible way of controlling user inputs. Here are a few...
DavidSmith}
Master Anaplanner/Community Boss / Created Jun 15, 2018 / Last edited May 16, 2019
Reducing the number of calculations will lead to quicker calculations and improve performance. However, this doesn’t mean combining all your calculations into fewer line items, as breaking calculatio...
DavidSmith}
Master Anaplanner/Community Boss / Created Jun 4, 2018 / Last edited Jun 24, 2020
Little and Often Would you spend weeks on your budget submission spreadsheet or your college thesis without once saving it? Probably not. The same should apply to making developments and setting...
DavidSmith}
Master Anaplanner/Community Boss / Created May 31, 2018 / Last edited Jun 16, 2020
Imagine This Scenario: You are in the middle of making changes in your development model and have been doing so for the last few weeks. The changes are not complete and are not ready to synchronize. ...
DavidSmith}
Master Anaplanner/Community Boss / Created May 31, 2018 / Last edited Jul 30, 2020
Imagine the Following Scenario: You need to make regular structural changes to a deployed model (for example, weekly changes to the switchover date). You can make these changes by setting revision ta...
DavidSmith}
Master Anaplanner/Community Boss / Created May 31, 2018 / Last edited Nov 4, 2019
If you’re familiar with Anaplan, you’ve probably heard the buzz about having a data hub and wondered why it’s considered a “best practice” within the Anaplan community. Wonder no more. Below, I will ...
guillaume_arnau}
Certified Master Anaplanner / Created May 31, 2018 / Last edited Jun 29, 2020
Assume the following Non-Composite list, ragged hierarchy, needs to be set to Production Data. We need to refer to the ultimate parent to define the logic calculation. In the example, we have assume...
DavidSmith}
Master Anaplanner/Community Boss / Created May 31, 2018 / Last edited Jun 29, 2020
Anaplan API: Communication failure <SSL peer unverified:  peer not authenticated> This is a common error if a Customer Server is behind a proxy or firewall. The solution is to have the cus...
Mark_W_Shemaria}
Certified Master Anaplanner / Created May 31, 2018 / Last edited Jun 29, 2020
You can interact with the data in your models using Anaplan's RESTful API. This enables you to securely import and export data, as well as run actions through any programmatic way you desire. The API...
rupert_tagnipes}
Expert / Created May 31, 2018 / Last edited Jun 23, 2020
Problem to solve: As an HR manager, I need to enter the salary raise numbers for multiple regions that I'm responsible for. As a domain best practice, my driver-based model helps me to enter raise g...
guillaume_arnau}
Certified Master Anaplanner / Created May 31, 2018 / Last edited Jun 29, 2020
Summary This article describes the technique to dynamically filter specific levels of a hierarchy on a dashboard and provides a method to select and visualize hierarchies on a dashboard. Details This...
Mark_W_Shemaria}
Certified Master Anaplanner / Created May 31, 2018 / Last edited Jun 23, 2020
Overview These dashboards are absolutely critical to good usability of a model. Dashboards are the first contact between the end users and a model. What SHOULD NOT be done in a landing...
guillaume_arnau}
Certified Master Anaplanner / Created May 31, 2018 / Last edited Jun 29, 2020
Note that this article uses a planning dashboard as an example, but many of these principles apply to other types of dashboards as well. Methodology User Stories Building a useful planning dashboard...
guillaume_arnau}
Certified Master Anaplanner / Created May 31, 2018 / Last edited Jun 24, 2020
Deal with Monthly Dashboards Many FP&A dashboards will need to display all 12 months in the current year, as well as Quarter, Half, and Total Year totals. Doing this is likely to create a ve...
guillaume_arnau}
Certified Master Anaplanner / Created May 31, 2018 / Last edited Jun 29, 2020
Model Load: A large and complex model such as 10B cells can take up to 10 minutes to load the first time it's in use after a period of inactivity of 60 minutes. The only way to reduce the load time i...
DavidSmith}
Master Anaplanner/Community Boss / Created May 31, 2018 / Last edited Jun 24, 2020
Details of known issues  Challenge Recommendations Performance issues with long nested formulas Need to have a long formula on time as a result of nested intermediate calculations. I...
DavidSmith}
Master Anaplanner/Community Boss / Created May 31, 2018 / Last edited Jun 29, 2020
Overview: A dashboard with grids that includes large lists that have been filtered and/or sorted can take time to open. The opening action can also become a blocking operation; when this happens, you...
DavidSmith}
Master Anaplanner/Community Boss / Created May 31, 2018 / Last edited Jun 29, 2020
Overview Imports are blocking operations: To maintain a consistent view of the data, the model is locked during the import, and concurrent imports run by end-users will need to run one after the oth...
DavidSmith}
Master Anaplanner/Community Boss / Created May 31, 2018 / Last edited Jun 29, 2020
General Recommendations It is important as model calculations increase to ensure that the calculations and structures are as optimal as possible. Easy checks include: Ensure the dimension order in t...
DavidSmith}
Master Anaplanner/Community Boss / Created May 31, 2018 / Last edited Nov 8, 2019
The process of designing a model will help you: Understand the customer’s problem more completely Bring to light any incorrect assumptions you may have made, allowing for correction before building ...
pam_pervenanze}
Frequent Contributor / Created May 31, 2018 / Last edited May 20, 2020
It is important to understand what Application Lifecycle Management (ALM) enables clients to do within Anaplan. In short, ALM enables clients to effectively manage the development, testing, depl...
DavidSmith}
Master Anaplanner/Community Boss / Created May 31, 2018 / Last edited Jun 29, 2020
PLANS is the new standard for Anaplan modeling—“the way we model.” This covers more than just the formulas and includes and evolves existing best practices around user experience and data hubs. It is...
DavidSmith}
Master Anaplanner/Community Boss / Created May 31, 2018 / Last edited Jun 1, 2020
Thinking through the results of a modeling decision is a key part of ensuring good model performance—in other words, making sure the calculation engine isn’t overtaxed. This article highlights some i...
DavidSmith}
Master Anaplanner/Community Boss / Created May 10, 2018 / Last edited Jun 24, 2020
Note: While all of these scripts have been tested and found to be fully functional, due to the vast amount of potential use cases, Anaplan does not explicitly support custom scripts built by our cust...
chase.hippen}
Contributor / Created May 10, 2018 / Last edited Jul 2, 2019
Dimension Order Affects Calculation Performance Ensuring consistency in the order of dimensions will help improve the performance of your models. This consistency is relevant for modules and individu...
DavidSmith}
Master Anaplanner/Community Boss / Created May 4, 2018 / Last edited Jul 1, 2019
Personal dashboards are a great new feature that enables end users to save a personalized view of a dashboard. To get the most out of this feature, here are a few tips and tricks. Tidy Up Dashboards ...
DavidSmith}
Master Anaplanner/Community Boss / Created Apr 10, 2018 / Last edited Jun 29, 2020
If you have a multi-year model where the data range for different parts of the model varies, (for example, history covering two years, current year forecast, and three planning years) then Time Range...
DavidSmith}
Master Anaplanner/Community Boss / Created Mar 9, 2018 / Last edited May 13, 2019
L'application Bring Your Own Key (BYOK) vous permet maintenant de vous approprier les clés de chiffrement de vos données de modèle. Si vous avez accès à l'outil Anaplan Administration, vous pouvez ch...
mark.lee}
Contributor / Created Oct 7, 2017 / Last edited Jun 29, 2020
Summary Anaplan Connect is a command-line client to the Anaplan cloud-based planning environment and is a java-based utility that is able to perform a variety of commands, such as uploading and downl...
elizabeth_schaf}
Valued Contributor / Created Jul 24, 2017 / Last edited Dec 5, 2019
Making sure that production data lists are correctly marked within a model is a key step to setting up and using Application Lifecycle Management (ALM). This guide will provide a solution to how...
alec_judd}
Frequent Contributor / Created Jul 10, 2017 / Last edited Jun 24, 2020
This article provides the steps needed to create a basic time filter module. This module can be used as a point of reference for time filters across all modules and dashboards within a given model. T...
yelena_keselman}
Occasional Contributor / Created May 30, 2017 / Last edited May 21, 2019
What are the benefits and drawbacks of using Versions instead a General List
DavidSmith}
Master Anaplanner/Community Boss / Created Sep 16, 2019 / Last edited Jun 19, 2020
Power BI is a popular reporting tool, and this article will describe how to implement it with Anaplan Rest API version 2.0.
ABerenguela}
Contributor / Created Apr 7, 2020 / Last edited Jun 29, 2020
You may have heard about a model called a data hub, but perhaps you aren’t confident that you understand the fundamentals, primary functions, or considerations when architecting one. There are three ...
rob_marshall}
Master Anaplanner/Community Boss / Created Jul 19, 2019 / Last edited Jun 19, 2020
Learn how small changes can lead to dramtic improvements in model calculations
DavidSmith}
Master Anaplanner/Community Boss / Created Feb 25, 2019 / Last edited Jun 24, 2020
This article helps out to keep the model clean, optimized and secured. Simple tips, short and crispy solutions are given.
kavinkumar}
Master Anaplanner/Community Boss / Created Dec 16, 2019 / Last edited Dec 30, 2019
Line item subsets are one of the most powerful and efficient features in Anaplan, yet one of the least understood. The COLLECT() function is probably the only “black box” function within Anaplan as i...
DavidSmith}
Master Anaplanner/Community Boss / Created Nov 13, 2019 / Last edited Jun 23, 2020
The Planual provides a systematic set of standards for model building on the Anaplan platform. The rules in it are designed produce the most efficient, usable, and scalable Anaplan models, while dram...
Stan}
Community Manager / Created Aug 2, 2019 / Last edited Jun 1, 2020
Summary This article describes the technique to dynamically filter specific levels of a hierarchy on a dashboard and provides a method to select and visualize hierarchies on a dashboard. Details This...
Mark_W_Shemaria}
Certified Master Anaplanner / Created May 31, 2018 / Last edited Jun 23, 2020
How do we keep our users in the Anaplan platform to do their work which requires a high level of advanced customization, faster and more easily than their previous Excel environment? The solutio...
guillaume_arnau}
Certified Master Anaplanner / Created Mar 19, 2019 / Last edited Aug 12, 2019
Thinking through the results of a modeling decision is a key part of ensuring good model performance—in other words, making sure the calculation engine isn’t overtaxed. This article highlights some i...
DavidSmith}
Master Anaplanner/Community Boss / Created May 10, 2018 / Last edited Jun 24, 2020
Best practices help you use the platform in the best way possible. In this example, learn how to set up a count based on an attribute. 
Fwolf}
Certified Master Anaplanner / Created Jan 29, 2020 / Last edited Jun 24, 2020
The process of designing a model will help you: Understand the customer’s problem more completely Bring to light any incorrect assumptions you may have made, allowing for correction before building ...
pam_pervenanze}
Frequent Contributor / Created May 31, 2018 / Last edited May 20, 2020
Develop a cohesive strategy for Anaplan roles with this visual comparison of Model Builder, Page Builder, and MyPages capabilities.
GrahamJordan}
Contributor / Created May 18, 2020 / Last edited Aug 4, 2020
This guide will walk through the Time Setting in Anaplan models, as well as some best practice recommendations on automating the current time period to simplify formulas and dashboard views.
greggil}
Certified Master Anaplanner / Created Feb 19, 2020 / Last edited Jul 16, 2020
This user-story will provide a solution using a one-year model that uses a 445-monthly calendar.
Jared Dolich}
Master Anaplanner/Community Boss / Created Feb 10, 2020 / Last edited May 20, 2020
Following the principles of D.I.S.C.O., this latest Best Practice takes an in-depth look at the ability to effectively achieve a forward-looking solution. 
Jared Dolich}
Master Anaplanner/Community Boss / Created Jan 6, 2020 / Last edited Feb 12, 2020
Note: While all of these scripts have been tested and found to be fully functional, due to the vast amount of potential use cases, Anaplan does not explicitly support custom scripts built by our cust...
chase.hippen}
Contributor / Created May 10, 2018 / Last edited Jul 2, 2019
Hierarchy Management - Learn how to change the master data with no Impact on the hierarchy and the financials.
Misbah}
Master Anaplanner/Community Boss / Created Feb 20, 2020 / Last edited Apr 30, 2020
Reducing the number of calculations will lead to quicker calculations and improve performance. However, this doesn’t mean combining all your calculations into fewer line items, as breaking calculatio...
DavidSmith}
Master Anaplanner/Community Boss / Created Jun 4, 2018 / Last edited Jun 24, 2020
Learn how to organize your model into logical parts to give you a well-designed model that is easy to follow, understand and amend at a later date
DavidSmith}
Master Anaplanner/Community Boss / Created Sep 6, 2018 / Last edited Nov 21, 2019
PLANS is the new standard for Anaplan modeling—“the way we model.” This covers more than just the formulas and includes and evolves existing best practices around user experience and data hubs. It is...
DavidSmith}
Master Anaplanner/Community Boss / Created May 31, 2018 / Last edited Jun 1, 2020
An often requested output of a trade promotions use case is to understand sales between two specific dates— be it days, weeks, or months.
andrewtye}
Master Anaplanner/Community Boss / Created Feb 5, 2020 / Last edited Jun 24, 2020
Overview The following is a guide for the new Statistical Forecasting Calculation Engine Models (monthly and weekly). It includes enablement videos, practice data import exercise, model doc...
erin.lauterbach}
Contributor / Created Jan 22, 2019 / Last edited Jul 24, 2019
New Best Practice! This article works through how to manage the product lifecycle (governance, development, and maintenance) of your models, as well as apps built in the New UX.
sprender}
Certified Master Anaplanner / Created Apr 2, 2020 / Last edited Jul 30, 2020
As an ad planner, sales representative, or merchandise planner, you might be interested in planning your sales or invoices using tier pricing. This solution will address a user-story that allows you ...
Jared Dolich}
Master Anaplanner/Community Boss / Created Feb 19, 2020 / Last edited May 13, 2020
Imagine This Scenario: You are in the middle of making changes in your development model and have been doing so for the last few weeks. The changes are not complete and are not ready to synchronize. ...
DavidSmith}
Master Anaplanner/Community Boss / Created May 31, 2018 / Last edited Jul 30, 2020
The ordering of list subsets can sometimes seem mysterious. Learn more about how to group subsets of lists, making them easier to find.
fabien.junod}
Certified Master Anaplanner / Created Jun 15, 2020 / Last edited Jul 15, 2020
Determining whether a List Item appears in a Subset isn't always standard. This Best Practice illustrates how to make that determination, elegantly.     
tristan.colgate}
Certified Master Anaplanner / Created Jan 10, 2020 / Last edited Feb 28, 2020
Check out the latest best practice detailing how to clear data in Anaplan—from the basic to the programmatic—giving you all the flexibility needed for targeted clearing. 
paul.rosal}
Contributor / Created Nov 18, 2019 / Last edited Dec 3, 2019
We focus on how to set up your Anaplan model and your connections with the Excel add-in for performance and reliability.
MagaliP}
Certified Master Anaplanner / Created Mar 31, 2020 / Last edited Jul 24, 2020
Learn how using ratio can solve the problem of showing costs as positive numbers whilst subtracting them from totals
DavidSmith}
Master Anaplanner/Community Boss / Created Nov 8, 2019 / Last edited Nov 11, 2019
Dimension Order Affects Calculation Performance Ensuring consistency in the order of dimensions will help improve the performance of your models. This consistency is relevant for modules and individu...
DavidSmith}
Master Anaplanner/Community Boss / Created May 4, 2018 / Last edited Jul 1, 2019
Summary Anaplan Connect is a command-line client to the Anaplan cloud-based planning environment and is a java-based utility that is able to perform a variety of commands, such as uploading and downl...
elizabeth_schaf}
Valued Contributor / Created Jul 24, 2017 / Last edited Dec 5, 2019
I recently posted a Python library for version 1.3 of our API. With the GA announcement of API 2.0, I'm sharing a new library that works with these endpoints. Like the previous library, this supports...
jesse_wilson}
Community Boss / Created Oct 31, 2018 / Last edited Aug 6, 2020
Filters can be very useful in model building and are widely used, but they can come at the expense of performance—often very visible to users through their use on dashboards. Performance can also hit...
MarkWarren}
Expert / Created Oct 22, 2018 / Last edited Aug 12, 2019
When using CUMULATE over a list, performance can be impacted with large cell counts. CUMULATE over time is an alternative to consider. 
MarkWarren}
Expert / Created Jan 13, 2020 / Last edited Jun 24, 2020
As a business operations manager on the Anaplan on Anaplan (AoA) team—an internal team, focused on bringing Connected Planning to life within Anaplan—I help to oversee our internal Anaplan model ecos...
joeymorisette}
Certified Master Anaplanner / Created Oct 9, 2019 / Last edited Oct 9, 2019
Overview Imports are blocking operations: To maintain a consistent view of the data, the model is locked during the import, and concurrent imports run by end-users will need to run one after the oth...
DavidSmith}
Master Anaplanner/Community Boss / Created May 31, 2018 / Last edited Jun 29, 2020
If you’re familiar with Anaplan, you’ve probably heard the buzz about having a data hub and wondered why it’s considered a “best practice” within the Anaplan community. Wonder no more. Below, I will ...
guillaume_arnau}
Certified Master Anaplanner / Created May 31, 2018 / Last edited Jun 29, 2020
This article provides the steps needed to create a basic time filter module. This module can be used as a point of reference for time filters across all modules and dashboards within a given model. T...
yelena_keselman}
Occasional Contributor / Created May 30, 2017 / Last edited May 21, 2019
Forms are a new input mechanism added to the Anaplan UX that allow you to create simple, intuitive input forms that feel familiar to end users and submit data directly into your models. 
davewaller}
Frequent Contributor / Created Feb 27, 2020 / Last edited Jun 29, 2020
Calculating the difference between two dates is a common requirement. Learn more about the best practice for calculating the difference between two days/two months. 
DavidSmith}
Master Anaplanner/Community Boss / Created Dec 17, 2019 / Last edited Jun 19, 2020
Dynamic Cell Access (DCA) controls the access levels for line items within modules. It is simple to implement and provides modelers with a flexible way of controlling user inputs. Here are a few...
DavidSmith}
Master Anaplanner/Community Boss / Created Jun 15, 2018 / Last edited May 16, 2019
Note that this article uses a planning dashboard as an example, but many of these principles apply to other types of dashboards as well. Methodology User Stories Building a useful planning dashboard...
guillaume_arnau}
Certified Master Anaplanner / Created May 31, 2018 / Last edited Jun 24, 2020
If you have a multi-year model where the data range for different parts of the model varies, (for example, history covering two years, current year forecast, and three planning years) then Time Range...
DavidSmith}
Master Anaplanner/Community Boss / Created Mar 9, 2018 / Last edited May 13, 2019
This article covers the necessary steps for you to migrate your Anaplan Connect (AC) 1.3.x.x script to Anaplan Connect 1.4.x. For additional details and examples, refer to the latest Anapla...
scott.smith}
Expert / Created Oct 8, 2018 / Last edited Sep 9, 2019
Little and Often Would you spend weeks on your budget submission spreadsheet or your college thesis without once saving it? Probably not. The same should apply to making developments and setting...
DavidSmith}
Master Anaplanner/Community Boss / Created May 31, 2018 / Last edited Jun 16, 2020
As described in the Authentication API documentation, an authentication token is needed to issue requests with API 2.0.  The request for a token is made to: https://auth.anaplan.com/token/authen...
scott.smith}
Expert / Created Oct 31, 2019 / Last edited Oct 31, 2019
Overview These dashboards are absolutely critical to good usability of a model. Dashboards are the first contact between the end users and a model. What SHOULD NOT be done in a landing...
guillaume_arnau}
Certified Master Anaplanner / Created May 31, 2018 / Last edited Jun 29, 2020
Deal with Monthly Dashboards Many FP&A dashboards will need to display all 12 months in the current year, as well as Quarter, Half, and Total Year totals. Doing this is likely to create a ve...
guillaume_arnau}
Certified Master Anaplanner / Created May 31, 2018 / Last edited Jun 29, 2020
Details of known issues  Challenge Recommendations Performance issues with long nested formulas Need to have a long formula on time as a result of nested intermediate calculations. I...
DavidSmith}
Master Anaplanner/Community Boss / Created May 31, 2018 / Last edited Jun 29, 2020
Overview: A dashboard with grids that includes large lists that have been filtered and/or sorted can take time to open. The opening action can also become a blocking operation; when this happens, you...
DavidSmith}
Master Anaplanner/Community Boss / Created May 31, 2018 / Last edited Jun 29, 2020
New Best Practice—compare values in a TEXT formatted line item and identify the values that occur more than once (duplicates).
shreyak.garg}
Certified Master Anaplanner / Created Feb 20, 2020 / Last edited Jun 29, 2020
Check out the latest best practice article covering the two main settings related to how data is aggregated in Anaplan: Top Level Item and Parent Hierarchy.   
greg_reynolds}
Expert / Created Dec 12, 2019 / Last edited Dec 15, 2019
What happens to History when I delete a user from a workspace?
ryan_kohn}
Certified Master Anaplanner / Created Oct 31, 2018 / Last edited Jun 29, 2020
Imagine the Following Scenario: You need to make regular structural changes to a deployed model (for example, weekly changes to the switchover date). You can make these changes by setting revision ta...
DavidSmith}
Master Anaplanner/Community Boss / Created May 31, 2018 / Last edited Nov 4, 2019
Assume the following Non-Composite list, ragged hierarchy, needs to be set to Production Data. We need to refer to the ultimate parent to define the logic calculation. In the example, we have assume...
DavidSmith}
Master Anaplanner/Community Boss / Created May 31, 2018 / Last edited Jun 29, 2020
Model Load: A large and complex model such as 10B cells can take up to 10 minutes to load the first time it's in use after a period of inactivity of 60 minutes. The only way to reduce the load time i...
DavidSmith}
Master Anaplanner/Community Boss / Created May 31, 2018 / Last edited Jun 24, 2020
General Recommendations It is important as model calculations increase to ensure that the calculations and structures are as optimal as possible. Easy checks include: Ensure the dimension order in t...
DavidSmith}
Master Anaplanner/Community Boss / Created May 31, 2018 / Last edited Nov 8, 2019
Personal dashboards are a great new feature that enables end users to save a personalized view of a dashboard. To get the most out of this feature, here are a few tips and tricks. Tidy Up Dashboards ...
DavidSmith}
Master Anaplanner/Community Boss / Created Apr 10, 2018 / Last edited Jun 29, 2020
We focus on best practices for using Excel and PowerPoint themselves.
MagaliP}
Certified Master Anaplanner / Created Mar 31, 2020 / Last edited Jun 24, 2020
We focus on how to set up your Anaplan model and your connections with the PowerPoint add-in for performance and reliability.
MagaliP}
Certified Master Anaplanner / Created Mar 31, 2020 / Last edited Jul 24, 2020
What is Pre-Allocation in Lists? Pre-allocation in lists is a mechanism in Anaplan that adds a buffer to list lengths. It is not added by default for lists; it becomes enabled when a role is set on a...
MarkWarren}
Expert / Created Jul 9, 2019 / Last edited Jun 29, 2020
You can interact with the data in your models using Anaplan's RESTful API. This enables you to securely import and export data, as well as run actions through any programmatic way you desire. The API...
rupert_tagnipes}
Expert / Created May 31, 2018 / Last edited Jun 23, 2020
Problem to solve: As an HR manager, I need to enter the salary raise numbers for multiple regions that I'm responsible for. As a domain best practice, my driver-based model helps me to enter raise g...
guillaume_arnau}
Certified Master Anaplanner / Created May 31, 2018 / Last edited Jun 29, 2020
It is important to understand what Application Lifecycle Management (ALM) enables clients to do within Anaplan. In short, ALM enables clients to effectively manage the development, testing, depl...
DavidSmith}
Master Anaplanner/Community Boss / Created May 31, 2018 / Last edited Jun 29, 2020
Making sure that production data lists are correctly marked within a model is a key step to setting up and using Application Lifecycle Management (ALM). This guide will provide a solution to how...
alec_judd}
Frequent Contributor / Created Jul 10, 2017 / Last edited Jun 24, 2020
The native DocuSign integration with Anaplan makes it simple to share information. Learn how a script can help simplify the process even more. 
jesse_wilson}
Community Boss / Created Jul 28, 2020 / Last edited Jul 28, 2020
We focus on how you can better govern the Office add-ins (Excel and PowerPoint) in your company, especially about versions and file management, as well as installation and upgrade.
MagaliP}
Certified Master Anaplanner / Created Mar 31, 2020 / Last edited Jun 24, 2020
We give you some ideas about how to use the Excel and PowerPoint add-in in a creative way to achieve your business goals.
MagaliP}
Certified Master Anaplanner / Created Mar 31, 2020 / Last edited Jun 24, 2020
Migrating from the classic SFDC platform to the Lightning platform can create issues with some Anaplan models. This article covers issues with SFDC objects and the steps to correct them.
pierre_kerkinni}
Certified Master Anaplanner / Created Dec 5, 2019 / Last edited Jan 29, 2020
This article covers the necessary steps to update the iPaaS connectors for HyperConnect/Informatica Cloud, Dell Boomi, Mulesoft and SnapLogic. See the article A Guide to CA Certificates in Anapl...
scott.smith}
Expert / Created Oct 23, 2019 / Last edited Oct 31, 2019
Creates the Java KeyStore required for Anaplan Connect 1.4
graham_gronhoff}
New Member / Created Nov 19, 2018 / Last edited Feb 11, 2019
As a model builder, you have to define line item formats over and over. Using a text expander/snippet tool, you can speed up the configuration of modules. When you add a new Line Item, Anaplan s...
Ben.P}
Occasional Contributor / Created Oct 24, 2018 / Last edited May 21, 2019
Anaplan API: Communication failure <SSL peer unverified:  peer not authenticated> This is a common error if a Customer Server is behind a proxy or firewall. The solution is to have the cus...
Mark_W_Shemaria}
Certified Master Anaplanner / Created May 31, 2018 / Last edited Jun 29, 2020
L'application Bring Your Own Key (BYOK) vous permet maintenant de vous approprier les clés de chiffrement de vos données de modèle. Si vous avez accès à l'outil Anaplan Administration, vous pouvez ch...
mark.lee}
Contributor / Created Oct 7, 2017 / Last edited Jun 29, 2020
This article provides the steps needed to create a basic time filter module. This module can be used as a point of reference for time filters across all modules and dashboards within a given model. T...
yelena_keselman}
Occasional Contributor / Created May 30, 2017 / Last edited May 21, 2019
The native DocuSign integration with Anaplan makes it simple to share information. Learn how a script can help simplify the process even more. 
jesse_wilson}
Community Boss / Created Jul 28, 2020 / Last edited Jul 28, 2020
Develop a cohesive strategy for Anaplan roles with this visual comparison of Model Builder, Page Builder, and MyPages capabilities.
GrahamJordan}
Contributor / Created May 18, 2020 / Last edited Aug 4, 2020
The ordering of list subsets can sometimes seem mysterious. Learn more about how to group subsets of lists, making them easier to find.
fabien.junod}
Certified Master Anaplanner / Created Jun 15, 2020 / Last edited Jul 15, 2020
Power BI is a popular reporting tool, and this article will describe how to implement it with Anaplan Rest API version 2.0.
ABerenguela}
Contributor / Created Apr 7, 2020 / Last edited Jun 29, 2020
New Best Practice! This article works through how to manage the product lifecycle (governance, development, and maintenance) of your models, as well as apps built in the New UX.
sprender}
Certified Master Anaplanner / Created Apr 2, 2020 / Last edited Jul 30, 2020
We focus on how you can better govern the Office add-ins (Excel and PowerPoint) in your company, especially about versions and file management, as well as installation and upgrade.
MagaliP}
Certified Master Anaplanner / Created Mar 31, 2020 / Last edited Jun 24, 2020
We focus on best practices for using Excel and PowerPoint themselves.
MagaliP}
Certified Master Anaplanner / Created Mar 31, 2020 / Last edited Jun 24, 2020
We give you some ideas about how to use the Excel and PowerPoint add-in in a creative way to achieve your business goals.
MagaliP}
Certified Master Anaplanner / Created Mar 31, 2020 / Last edited Jun 24, 2020
We focus on how to set up your Anaplan model and your connections with the Excel add-in for performance and reliability.
MagaliP}
Certified Master Anaplanner / Created Mar 31, 2020 / Last edited Jul 24, 2020
We focus on how to set up your Anaplan model and your connections with the PowerPoint add-in for performance and reliability.
MagaliP}
Certified Master Anaplanner / Created Mar 31, 2020 / Last edited Jul 24, 2020
Forms are a new input mechanism added to the Anaplan UX that allow you to create simple, intuitive input forms that feel familiar to end users and submit data directly into your models. 
davewaller}
Frequent Contributor / Created Feb 27, 2020 / Last edited Jun 29, 2020
New Best Practice—compare values in a TEXT formatted line item and identify the values that occur more than once (duplicates).
shreyak.garg}
Certified Master Anaplanner / Created Feb 20, 2020 / Last edited Jun 29, 2020
Hierarchy Management - Learn how to change the master data with no Impact on the hierarchy and the financials.
Misbah}
Master Anaplanner/Community Boss / Created Feb 20, 2020 / Last edited Apr 30, 2020
This guide will walk through the Time Setting in Anaplan models, as well as some best practice recommendations on automating the current time period to simplify formulas and dashboard views.
greggil}
Certified Master Anaplanner / Created Feb 19, 2020 / Last edited Jul 16, 2020
As an ad planner, sales representative, or merchandise planner, you might be interested in planning your sales or invoices using tier pricing. This solution will address a user-story that allows you ...
Jared Dolich}
Master Anaplanner/Community Boss / Created Feb 19, 2020 / Last edited May 13, 2020
This user-story will provide a solution using a one-year model that uses a 445-monthly calendar.
Jared Dolich}
Master Anaplanner/Community Boss / Created Feb 10, 2020 / Last edited May 20, 2020
An often requested output of a trade promotions use case is to understand sales between two specific dates— be it days, weeks, or months.
andrewtye}
Master Anaplanner/Community Boss / Created Feb 5, 2020 / Last edited Jun 24, 2020
Best practices help you use the platform in the best way possible. In this example, learn how to set up a count based on an attribute. 
Fwolf}
Certified Master Anaplanner / Created Jan 29, 2020 / Last edited Jun 24, 2020
When using CUMULATE over a list, performance can be impacted with large cell counts. CUMULATE over time is an alternative to consider. 
MarkWarren}
Expert / Created Jan 13, 2020 / Last edited Jun 24, 2020
Following the principles of D.I.S.C.O., this latest Best Practice takes an in-depth look at the ability to effectively achieve a forward-looking solution. 
Jared Dolich}
Master Anaplanner/Community Boss / Created Jan 6, 2020 / Last edited Feb 12, 2020
Determining whether a List Item appears in a Subset isn't always standard. This Best Practice illustrates how to make that determination, elegantly.     
tristan.colgate}
Certified Master Anaplanner / Created Jan 10, 2020 / Last edited Feb 28, 2020
Calculating the difference between two dates is a common requirement. Learn more about the best practice for calculating the difference between two days/two months. 
DavidSmith}
Master Anaplanner/Community Boss / Created Dec 17, 2019 / Last edited Jun 19, 2020
Check out the latest best practice article covering the two main settings related to how data is aggregated in Anaplan: Top Level Item and Parent Hierarchy.   
greg_reynolds}
Expert / Created Dec 12, 2019 / Last edited Dec 15, 2019
This article helps out to keep the model clean, optimized and secured. Simple tips, short and crispy solutions are given.
kavinkumar}
Master Anaplanner/Community Boss / Created Dec 16, 2019 / Last edited Dec 30, 2019
Migrating from the classic SFDC platform to the Lightning platform can create issues with some Anaplan models. This article covers issues with SFDC objects and the steps to correct them.
pierre_kerkinni}
Certified Master Anaplanner / Created Dec 5, 2019 / Last edited Jan 29, 2020
Check out the latest best practice detailing how to clear data in Anaplan—from the basic to the programmatic—giving you all the flexibility needed for targeted clearing. 
paul.rosal}
Contributor / Created Nov 18, 2019 / Last edited Dec 3, 2019
Line item subsets are one of the most powerful and efficient features in Anaplan, yet one of the least understood. The COLLECT() function is probably the only “black box” function within Anaplan as i...
DavidSmith}
Master Anaplanner/Community Boss / Created Nov 13, 2019 / Last edited Jun 23, 2020
Learn how using ratio can solve the problem of showing costs as positive numbers whilst subtracting them from totals
DavidSmith}
Master Anaplanner/Community Boss / Created Nov 8, 2019 / Last edited Nov 11, 2019
As described in the Authentication API documentation, an authentication token is needed to issue requests with API 2.0.  The request for a token is made to: https://auth.anaplan.com/token/authen...
scott.smith}
Expert / Created Oct 31, 2019 / Last edited Oct 31, 2019
This article covers the necessary steps to update the iPaaS connectors for HyperConnect/Informatica Cloud, Dell Boomi, Mulesoft and SnapLogic. See the article A Guide to CA Certificates in Anapl...
scott.smith}
Expert / Created Oct 23, 2019 / Last edited Oct 31, 2019
As a business operations manager on the Anaplan on Anaplan (AoA) team—an internal team, focused on bringing Connected Planning to life within Anaplan—I help to oversee our internal Anaplan model ecos...
joeymorisette}
Certified Master Anaplanner / Created Oct 9, 2019 / Last edited Oct 9, 2019
What are the benefits and drawbacks of using Versions instead a General List
DavidSmith}
Master Anaplanner/Community Boss / Created Sep 16, 2019 / Last edited Jun 19, 2020
The Planual provides a systematic set of standards for model building on the Anaplan platform. The rules in it are designed produce the most efficient, usable, and scalable Anaplan models, while dram...
Stan}
Community Manager / Created Aug 2, 2019 / Last edited Jun 1, 2020
You may have heard about a model called a data hub, but perhaps you aren’t confident that you understand the fundamentals, primary functions, or considerations when architecting one. There are three ...
rob_marshall}
Master Anaplanner/Community Boss / Created Jul 19, 2019 / Last edited Jun 19, 2020
What is Pre-Allocation in Lists? Pre-allocation in lists is a mechanism in Anaplan that adds a buffer to list lengths. It is not added by default for lists; it becomes enabled when a role is set on a...
MarkWarren}
Expert / Created Jul 9, 2019 / Last edited Jun 29, 2020
How do we keep our users in the Anaplan platform to do their work which requires a high level of advanced customization, faster and more easily than their previous Excel environment? The solutio...
guillaume_arnau}
Certified Master Anaplanner / Created Mar 19, 2019 / Last edited Aug 12, 2019
Learn how small changes can lead to dramtic improvements in model calculations
DavidSmith}
Master Anaplanner/Community Boss / Created Feb 25, 2019 / Last edited Jun 24, 2020
Overview The following is a guide for the new Statistical Forecasting Calculation Engine Models (monthly and weekly). It includes enablement videos, practice data import exercise, model doc...
erin.lauterbach}
Contributor / Created Jan 22, 2019 / Last edited Jul 24, 2019
Creates the Java KeyStore required for Anaplan Connect 1.4
graham_gronhoff}
New Member / Created Nov 19, 2018 / Last edited Feb 11, 2019
What happens to History when I delete a user from a workspace?
ryan_kohn}
Certified Master Anaplanner / Created Oct 31, 2018 / Last edited Jun 29, 2020
I recently posted a Python library for version 1.3 of our API. With the GA announcement of API 2.0, I'm sharing a new library that works with these endpoints. Like the previous library, this supports...
jesse_wilson}
Community Boss / Created Oct 31, 2018 / Last edited Aug 6, 2020
As a model builder, you have to define line item formats over and over. Using a text expander/snippet tool, you can speed up the configuration of modules. When you add a new Line Item, Anaplan s...
Ben.P}
Occasional Contributor / Created Oct 24, 2018 / Last edited May 21, 2019
Filters can be very useful in model building and are widely used, but they can come at the expense of performance—often very visible to users through their use on dashboards. Performance can also hit...
MarkWarren}
Expert / Created Oct 22, 2018 / Last edited Aug 12, 2019
This article covers the necessary steps for you to migrate your Anaplan Connect (AC) 1.3.x.x script to Anaplan Connect 1.4.x. For additional details and examples, refer to the latest Anapla...
scott.smith}
Expert / Created Oct 8, 2018 / Last edited Sep 9, 2019
Learn how to organize your model into logical parts to give you a well-designed model that is easy to follow, understand and amend at a later date
DavidSmith}
Master Anaplanner/Community Boss / Created Sep 6, 2018 / Last edited Nov 21, 2019
Dynamic Cell Access (DCA) controls the access levels for line items within modules. It is simple to implement and provides modelers with a flexible way of controlling user inputs. Here are a few...
DavidSmith}
Master Anaplanner/Community Boss / Created Jun 15, 2018 / Last edited May 16, 2019
Reducing the number of calculations will lead to quicker calculations and improve performance. However, this doesn’t mean combining all your calculations into fewer line items, as breaking calculatio...
DavidSmith}
Master Anaplanner/Community Boss / Created Jun 4, 2018 / Last edited Jun 24, 2020
Little and Often Would you spend weeks on your budget submission spreadsheet or your college thesis without once saving it? Probably not. The same should apply to making developments and setting...
DavidSmith}
Master Anaplanner/Community Boss / Created May 31, 2018 / Last edited Jun 16, 2020
Imagine This Scenario: You are in the middle of making changes in your development model and have been doing so for the last few weeks. The changes are not complete and are not ready to synchronize. ...
DavidSmith}
Master Anaplanner/Community Boss / Created May 31, 2018 / Last edited Jul 30, 2020
Imagine the Following Scenario: You need to make regular structural changes to a deployed model (for example, weekly changes to the switchover date). You can make these changes by setting revision ta...
DavidSmith}
Master Anaplanner/Community Boss / Created May 31, 2018 / Last edited Nov 4, 2019
If you’re familiar with Anaplan, you’ve probably heard the buzz about having a data hub and wondered why it’s considered a “best practice” within the Anaplan community. Wonder no more. Below, I will ...
guillaume_arnau}
Certified Master Anaplanner / Created May 31, 2018 / Last edited Jun 29, 2020
Assume the following Non-Composite list, ragged hierarchy, needs to be set to Production Data. We need to refer to the ultimate parent to define the logic calculation. In the example, we have assume...
DavidSmith}
Master Anaplanner/Community Boss / Created May 31, 2018 / Last edited Jun 29, 2020
Anaplan API: Communication failure <SSL peer unverified:  peer not authenticated> This is a common error if a Customer Server is behind a proxy or firewall. The solution is to have the cus...
Mark_W_Shemaria}
Certified Master Anaplanner / Created May 31, 2018 / Last edited Jun 29, 2020
You can interact with the data in your models using Anaplan's RESTful API. This enables you to securely import and export data, as well as run actions through any programmatic way you desire. The API...
rupert_tagnipes}
Expert / Created May 31, 2018 / Last edited Jun 23, 2020
Problem to solve: As an HR manager, I need to enter the salary raise numbers for multiple regions that I'm responsible for. As a domain best practice, my driver-based model helps me to enter raise g...
guillaume_arnau}
Certified Master Anaplanner / Created May 31, 2018 / Last edited Jun 29, 2020
Summary This article describes the technique to dynamically filter specific levels of a hierarchy on a dashboard and provides a method to select and visualize hierarchies on a dashboard. Details This...
Mark_W_Shemaria}
Certified Master Anaplanner / Created May 31, 2018 / Last edited Jun 23, 2020
Overview These dashboards are absolutely critical to good usability of a model. Dashboards are the first contact between the end users and a model. What SHOULD NOT be done in a landing...
guillaume_arnau}
Certified Master Anaplanner / Created May 31, 2018 / Last edited Jun 29, 2020
Note that this article uses a planning dashboard as an example, but many of these principles apply to other types of dashboards as well. Methodology User Stories Building a useful planning dashboard...
guillaume_arnau}
Certified Master Anaplanner / Created May 31, 2018 / Last edited Jun 24, 2020
Deal with Monthly Dashboards Many FP&A dashboards will need to display all 12 months in the current year, as well as Quarter, Half, and Total Year totals. Doing this is likely to create a ve...
guillaume_arnau}
Certified Master Anaplanner / Created May 31, 2018 / Last edited Jun 29, 2020
Model Load: A large and complex model such as 10B cells can take up to 10 minutes to load the first time it's in use after a period of inactivity of 60 minutes. The only way to reduce the load time i...
DavidSmith}
Master Anaplanner/Community Boss / Created May 31, 2018 / Last edited Jun 24, 2020
Details of known issues  Challenge Recommendations Performance issues with long nested formulas Need to have a long formula on time as a result of nested intermediate calculations. I...
DavidSmith}
Master Anaplanner/Community Boss / Created May 31, 2018 / Last edited Jun 29, 2020
Overview: A dashboard with grids that includes large lists that have been filtered and/or sorted can take time to open. The opening action can also become a blocking operation; when this happens, you...
DavidSmith}
Master Anaplanner/Community Boss / Created May 31, 2018 / Last edited Jun 29, 2020
Overview Imports are blocking operations: To maintain a consistent view of the data, the model is locked during the import, and concurrent imports run by end-users will need to run one after the oth...
DavidSmith}
Master Anaplanner/Community Boss / Created May 31, 2018 / Last edited Jun 29, 2020
General Recommendations It is important as model calculations increase to ensure that the calculations and structures are as optimal as possible. Easy checks include: Ensure the dimension order in t...
DavidSmith}
Master Anaplanner/Community Boss / Created May 31, 2018 / Last edited Nov 8, 2019
The process of designing a model will help you: Understand the customer’s problem more completely Bring to light any incorrect assumptions you may have made, allowing for correction before building ...
pam_pervenanze}
Frequent Contributor / Created May 31, 2018 / Last edited May 20, 2020
It is important to understand what Application Lifecycle Management (ALM) enables clients to do within Anaplan. In short, ALM enables clients to effectively manage the development, testing, depl...
DavidSmith}
Master Anaplanner/Community Boss / Created May 31, 2018 / Last edited Jun 29, 2020
PLANS is the new standard for Anaplan modeling—“the way we model.” This covers more than just the formulas and includes and evolves existing best practices around user experience and data hubs. It is...
DavidSmith}
Master Anaplanner/Community Boss / Created May 31, 2018 / Last edited Jun 1, 2020
Thinking through the results of a modeling decision is a key part of ensuring good model performance—in other words, making sure the calculation engine isn’t overtaxed. This article highlights some i...
DavidSmith}
Master Anaplanner/Community Boss / Created May 10, 2018 / Last edited Jun 24, 2020
Note: While all of these scripts have been tested and found to be fully functional, due to the vast amount of potential use cases, Anaplan does not explicitly support custom scripts built by our cust...
chase.hippen}
Contributor / Created May 10, 2018 / Last edited Jul 2, 2019
Dimension Order Affects Calculation Performance Ensuring consistency in the order of dimensions will help improve the performance of your models. This consistency is relevant for modules and individu...
DavidSmith}
Master Anaplanner/Community Boss / Created May 4, 2018 / Last edited Jul 1, 2019
Personal dashboards are a great new feature that enables end users to save a personalized view of a dashboard. To get the most out of this feature, here are a few tips and tricks. Tidy Up Dashboards ...
DavidSmith}
Master Anaplanner/Community Boss / Created Apr 10, 2018 / Last edited Jun 29, 2020
If you have a multi-year model where the data range for different parts of the model varies, (for example, history covering two years, current year forecast, and three planning years) then Time Range...
DavidSmith}
Master Anaplanner/Community Boss / Created Mar 9, 2018 / Last edited May 13, 2019
L'application Bring Your Own Key (BYOK) vous permet maintenant de vous approprier les clés de chiffrement de vos données de modèle. Si vous avez accès à l'outil Anaplan Administration, vous pouvez ch...
mark.lee}
Contributor / Created Oct 7, 2017 / Last edited Jun 29, 2020
Summary Anaplan Connect is a command-line client to the Anaplan cloud-based planning environment and is a java-based utility that is able to perform a variety of commands, such as uploading and downl...
elizabeth_schaf}
Valued Contributor / Created Jul 24, 2017 / Last edited Dec 5, 2019
Making sure that production data lists are correctly marked within a model is a key step to setting up and using Application Lifecycle Management (ALM). This guide will provide a solution to how...
alec_judd}
Frequent Contributor / Created Jul 10, 2017 / Last edited Jun 24, 2020