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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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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
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
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
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
We focus on best practices for using Excel and PowerPoint themselves.
MagaliP}
Certified Master Anaplanner / Created Mar 31, 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
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
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
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
Hierarchy Management - Learn how to change the master data with no Impact on the hierarchy and the financials.
Misbah}
Community Boss / Created Feb 20, 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
What are the benefits and drawbacks of using Versions instead a General List
DavidSmith}
Master Anaplanner/Community Boss / Created Sep 16, 2019
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
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
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
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
Learn how small changes can lead to dramtic improvements in model calculations
DavidSmith}
Master Anaplanner/Community Boss / Created Feb 25, 2019
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
Creates the Java KeyStore required for Anaplan Connect 1.4
graham_gronhoff}
New Member / Created Nov 19, 2018
What happens to History when I delete a user from a workspace?
ryan_kohn}
Certified Master Anaplanner / Created Oct 31, 2018
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, it does suppo...
jesse_wilson}
Community Boss / Created Oct 31, 2018
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
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
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
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
Overview The Anaplan Optimizer aids business planning and decision making by solving complex problems involving millions of combinations quickly to provide a feasible solution. Optimization provides ...
obaid_ghani}
Expert / Created Jun 18, 2018
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Making sure that production data lists are correctly marked within a model is a key step to setting up and using ALM. This guide will provide a solution to how someone can make revisions to thei...
alec_judd}
Frequent Contributor / Created Jul 10, 2017
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
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
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
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
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
We focus on best practices for using Excel and PowerPoint themselves.
MagaliP}
Certified Master Anaplanner / Created Mar 31, 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
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
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
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
Hierarchy Management - Learn how to change the master data with no Impact on the hierarchy and the financials.
Misbah}
Community Boss / Created Feb 20, 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
What are the benefits and drawbacks of using Versions instead a General List
DavidSmith}
Master Anaplanner/Community Boss / Created Sep 16, 2019
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
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
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
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
Learn how small changes can lead to dramtic improvements in model calculations
DavidSmith}
Master Anaplanner/Community Boss / Created Feb 25, 2019
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
Creates the Java KeyStore required for Anaplan Connect 1.4
graham_gronhoff}
New Member / Created Nov 19, 2018
What happens to History when I delete a user from a workspace?
ryan_kohn}
Certified Master Anaplanner / Created Oct 31, 2018
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, it does suppo...
jesse_wilson}
Community Boss / Created Oct 31, 2018
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
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
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
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
Overview The Anaplan Optimizer aids business planning and decision making by solving complex problems involving millions of combinations quickly to provide a feasible solution. Optimization provides ...
obaid_ghani}
Expert / Created Jun 18, 2018
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Making sure that production data lists are correctly marked within a model is a key step to setting up and using ALM. This guide will provide a solution to how someone can make revisions to thei...
alec_judd}
Frequent Contributor / Created Jul 10, 2017
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
Learn how small changes can lead to dramtic improvements in model calculations
DavidSmith}
Master Anaplanner/Community Boss / Created Feb 25, 2019
What are the benefits and drawbacks of using Versions instead a General List
DavidSmith}
Master Anaplanner/Community Boss / Created Sep 16, 2019
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
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
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
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
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
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
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
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
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
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
Hierarchy Management - Learn how to change the master data with no Impact on the hierarchy and the financials.
Misbah}
Community Boss / Created Feb 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
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
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
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
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
@DavidSmith    I was curious to see the real life impact of using fake versioning vs. native versioning on a completed model. So, I duplicated a model that had been built with fake versions...
tscott}
Certified Master Anaplanner / Created Jan 20, 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
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
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
David, As per the comments above these detailed analyses are so useful. I would be really interested in you doing an investigation in a similar vein but looking at real time vs dummy time.  I ha...
sean_culligan}
Certified Master Anaplanner / Created Sep 19, 2019
That is very enlightning. I always thought native versions were more efficient, albeit ended up giving you a bigger model because less flexibility.I usually do a mix a both, basing my model on the "d...
nathan_rudman}
Community Boss / Created Sep 17, 2019
Often we "save" into a module with fake version the key output metrics and compare the current version to that line item but for the actuals/main forecast it's version.As you say it really does all d...
andrewtye}
Master Anaplanner/Community Boss / Created Sep 17, 2019
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
Thanks for this information and performance tests between native and fake versions. We use both of them in different models. Now if I get questions why I use fake versions from my colleagues I can sh...
dmitrii.mamaev}
Certified Master Anaplanner / Created Sep 19, 2019
We use a combinaison of both. Most of the time we work with "Alt Versions". But we use Standard Versions for some import because you can filter imported data based on the date thanks to the "Edit Fro...
damien.bouquier}
Certified Master Anaplanner / Created Sep 19, 2019
Great write up.  The other consideration we’ve run into a few times is ITEM functionality not working on the native Versions.  The same goal can be accomplished with lookups or other system...
JustinDOnofrio}
Certified Master Anaplanner / Created Sep 17, 2019
Great write up David.  Thanks for producing this...it is a nice representation of how often there isn't a 'right' answer, just pros and cons to be considered.
adam_bimson_5}
Occasional Contributor / Created Sep 17, 2019
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
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
@Jared Dolich  - That is fantastic.  It is amazing what the differences are and how easy it is to get them.
rob_marshall}
Master Anaplanner/Community Boss / Created Jan 6, 2020
@rob_marshall I love this post.I just finished loaded a years worth of transactions and tested both ways, the bad way and the good way.The good way was 82% smaller and 90%+ faster. AMAZING!Hope ...
Jared Dolich}
Master Anaplanner/Community Boss / Created Jan 6, 2020
@andrewtye You are correct about kudos.  In a future update we'll be resolving this so that it is in the same spot for both Blogs and Knowledge Base articles.
Stan}
Community Manager / Created Jan 6, 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
Hi, Great Article, lots of thoughts after reading this one. One question though : how does fake versions compare to native versions performance wise if we set all line items Formula Scope "Current On...
david.savarin}
Occasional Contributor / Created Oct 24, 2019
Thanks for posting David! I really loved this article as it is a question we have struggled with often. Most of our models leverage a non-native version as they did not have a need to leverage most o...
Tiffany.Rice}
Certified Master Anaplanner / Created Sep 19, 2019
Hi, I tend to use a combination of native Anaplan versions and fake versions (FV) Real versions are one of the most powerful Anaplan features for me due to switchover (space saving, and just the gene...
apretorius}
Certified Master Anaplanner / Created Sep 19, 2019
Helpful post as always, David.  One use case not covered here is calculating the difference in months between 2 monthly periods.  I have generally solved this with a formula: 
Mitch_Max}
Certified Master Anaplanner / Created Dec 19, 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
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
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
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
@iamwilliam_nz  Actually, having 15 different unique lists is not a bad thing as long as you set then up correctly as well as the corresponding "Properties" modules.  By doing this, this ca...
rob_marshall}
Master Anaplanner/Community Boss / Created Feb 19, 2020
@andrewtye Nicely handled. I'm certain I will be using this. I keep a list of solutions to specific use-cases in One Note,  so I've promptly added this one.And, personally, I really appreci...
Jared Dolich}
Master Anaplanner/Community Boss / Created Feb 19, 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
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
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, it does suppo...
jesse_wilson}
Community Boss / Created Oct 31, 2018
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
@rob_marshall @Jared Dolich @DavidSmith This is easily one of the cleanest overviews of the DISCO methodology I’ve come across. The modules are organized, filters are separated, inputs...
DavidEdwards}
Certified Master Anaplanner / Created May 13, 2020
@Asslam ,   So, again, if I am understanding you correctly, this is one of the main tenants of the article - load the data into a transcational module (dimensionalized by Time) instead of d...
rob_marshall}
Master Anaplanner/Community Boss / Created Mar 2, 2020
Overview The Anaplan Optimizer aids business planning and decision making by solving complex problems involving millions of combinations quickly to provide a feasible solution. Optimization provides ...
obaid_ghani}
Expert / Created Jun 18, 2018
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
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
@Jared Dolich This is really clear, organized, useful, and most importantly outlines a clean/DISCO way to implement a functionality/use-case that is quite common.I love the idea of building on c...
einas.ibrahim}
Super Contributor / Created May 24, 2020
Hi @Mark_W_Shemaria This is one of the most clever solutions I've seen. I continue to wonder what train of thoughts could lead someone to such a solution. Huge Kudos I believe there is...
einas.ibrahim}
Super Contributor / Created May 14, 2020
Hi,  After some testing, it appears the issue has been solved and you can now create a driver and apply DCA within the same Revision Tag.  Would be great to get some official conf...
andres.ayon}
Occasional Contributor / Created Feb 27, 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
Thanks,  Along with what @CallumW mentioned, specifically, I avoid list subsets as much as possible, and instead use booleans in a system module to denote true/false for list members t...
zach_hird}
Certified Master Anaplanner / Created Jan 9, 2020
@kavinkumar  Few things from my side. Contents Cleanup - Admins need to make sure that the "Enable Access to Hidden Content" is disabled otherwise End users have the ability to see the...
Misbah}
Community Boss / Created Jan 1, 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
Hi! 3.10 says check in with end "uses" frequently. I believe this should say "users". It's on both page 5 and 42. Cheers
mweinzim24}
Certified Master Anaplanner / Created Aug 4, 2019
I had the opportunity to learn these best practices while shadowing a project implementation with @Fwolf, one of our best Anaplan Solution Architects!  It was a huge help in improving my An...
linda_erickson}
Occasional Contributor / Created Oct 10, 2018
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
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
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
@ABerenguela I was really hoping someone would create this. Thank you one hundred times. +5 Kudos.Can't believe it can be done with V2.0 but you made it work. I thought the token would be too mu...
Jared Dolich}
Master Anaplanner/Community Boss / Created May 27, 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
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
excellent contribution, thank you.
Mark_W_Shemaria}
Certified Master Anaplanner / Created Mar 26, 2019
Hi Mark,  Can you provide another screeh shot showing what your are filtering in the dashboard please?I was expecting a drop down of level number to filter on levels.  I have built the...
mhemphill}
Contributor / Created Feb 28, 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
Hi, I see some posts around this topic and it is a request that keeps coming up from clients now and then.I've managed to create a user-specific Boolean selector to filter levels in a hierarchy ...
Antonio_Flor}
Occasional Contributor / Created Feb 7, 2020
@sean_culligan  Great question, leave it with me.  With CPX coming up, it might be a few weeks, so bare with me I suspect we will see something similar because Time blocks are structured th...
DavidSmith}
Master Anaplanner/Community Boss / Created Sep 19, 2019
Hey @andrewtye, Yes, ideally you would like for Store, Region, and Division to be flat lists in the data hub and the transactional data coming into a module with the "transactional" key/list to ...
rob_marshall}
Master Anaplanner/Community Boss / Created Jul 30, 2019
@SheethalThere is no advantage or disadvantage of the "ordering" as such and have had discussions internally about automatically re-sorting list.  What I would say is the consistency of the orde...
DavidSmith}
Master Anaplanner/Community Boss / Created Jan 11, 2019
One of the biggest challenges I have with my clients is that they are not clear as to what define as Production List and what is structural.  I have seen some clients define all their lists as P...
mjpearlman}
Contributor / Created Oct 24, 2018
Hi Pam, not sure if I could find the PDF version of this article?
Alessio_Pagliano}
Certified Master Anaplanner / Created Jul 11, 2018
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
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
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
@In addition to this, take a look at this discussion on the use of PREVIOUS instead of CUMULATE...Formula problem - adding values in the same line item 
MarkWarren}
Expert / Created Feb 5, 2020
Thanks @kavinkumar.Good article on Model Optimization. Nicely written in simple words. Keep up the good work. Looking forward for more such articles which will be helpful for the Community. 
ARUN2001}
New Contributor / Created Jan 1, 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
@piotr.weremczuk  Anaplan's optimizer is powered by Gurobi. https://www.gurobi.com/ for more info.
obaid_ghani}
Expert / Created Dec 9, 2019
Hi Piotr - that's a nice trick for a quick bulk clear that's not necessarily tied to particular data import. I have done something similar by having a source View with a filter that doesn't return an...
paul.rosal}
Contributor / Created Dec 5, 2019
Thanks for another great article, @DavidSmith! Line item subsets are definitely very powerful and versatile (and under-appreciated!) Another situation where I've found LIS to be very useful...
helennie}
Certified Master Anaplanner / Created Nov 14, 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
@adam_bimson_5 Exactly.  PLANS is all about balancing Performance, Usability and Sustainability and understanding the pros and cons of each.  What we are doing now is giving some of th...
DavidSmith}
Master Anaplanner/Community Boss / Created Sep 18, 2019
I am watching the REST API import video. It seems like video is skipping sections. Is there a full video somewhere?
mpeck}
Certified Master Anaplanner / Created Aug 22, 2019
@cyprian_malak Thanks for the feedbackThere were no subsets in the example.  But there are two factors at play here:1. The number of cells on which the join is being performed2. The number ...
DavidSmith}
Master Anaplanner/Community Boss / Created Apr 23, 2019
@usman.zia As you'll see, this is now doneThanksDavid
DavidSmith}
Master Anaplanner/Community Boss / Created Mar 14, 2019
Hi Charles,  I've checked this and it works for me, maybe your workspace is at capacity? Thanks, Usman
usman.zia}
Master Anaplanner/Community Boss / Created Feb 15, 2019
What happens to History when I delete a user from a workspace?
ryan_kohn}
Certified Master Anaplanner / Created Oct 31, 2018
This is fantastic information! I have used the techniques here to improve performance on filters signficantly. In one case, I was able to reduce the load time for a saved view from over 2 minutes dow...
ryan_kohn}
Certified Master Anaplanner / Created Oct 31, 2018
Excellent content. For my future projects, I will be providing this information to the customers, especially the future model builders, at the beginning of an implementation. This will provide a soli...
bill.steel}
Occasional Contributor / Created Oct 26, 2018
Strongly agree, respecting these rules can have a very beneficial impact on the performance of imports. And during the audit of the models it’s often identified as an axis of improvement.In a recent ...
julien_froment}
Occasional Contributor / Created Oct 25, 2018
@mjpearlmanI agree that we often see much more complex formulae; I have spent many a day trying to understand and optimise horrible formulae.  3 pages is quite short! I've seen a 50 page formula...
DavidSmith}
Master Anaplanner/Community Boss / Created Oct 24, 2018
In taking the SA training, this article fully resonates with me now.  Loving all the options presented for system module options.
carol.jackson}
New Contributor / Created Sep 25, 2018
Hi Thanks for your quesiton and interest in the post The intermediate steps will calculate in parallel and after that there will be a smaller calculation pulling in the intermediate values to the ori...
DavidSmith}
Master Anaplanner/Community Boss / Created Jun 7, 2018
These best practices are fantastic, thank you for posting! FYI--when clicking the links associated with each numbered item, I'm taken to a page displaying the following error message: 
kjacokes}
Certified Master Anaplanner / Created Jun 2, 2018
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
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
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
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
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
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
Thanks @DavidEdwards as you might have guessed I had a lot of help from @rob_marshall and I used @DavidSmith's article as a starting point. Had a lot of fun writing this.
Jared Dolich}
Master Anaplanner/Community Boss / Created May 14, 2020
@DavidEdwards  thanks for the feedback
DavidSmith}
Master Anaplanner/Community Boss / Created May 14, 2020
@sprender  Thanks for compiling this. I am looking forward to the Implementation of Future Road map for New UX. However I have a few queries 1. Why can't I just Duplicate the app - cal...
Misbah}
Community Boss / Created Apr 4, 2020
We focus on best practices for using Excel and PowerPoint themselves.
MagaliP}
Certified Master Anaplanner / Created Mar 31, 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
@paul.rosal Great Article! Deleting the list items  - As you rightly mentioned it is really not required to wipe out the data. Instead we way better ways of achieving that objective. H...
Misbah}
Community Boss / Created Mar 26, 2020
Great article @greggil 
Akhtar.shahbaz}
Regular Contributor / Created Mar 7, 2020
@tristan.colgate Really great article! Here I was thinking I had the right solution by using a boolean in a CALC module with the formula ISNOTBLANK(FINDITEM(Sales Rep, CODE(ITEM(Employee)))).You...
ChrisWeiss}
Community Manager / Created Mar 6, 2020
@greggil  One of the finest articles.
Misbah}
Community Boss / Created Mar 5, 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
@karank ,Great question!In a 445 calendar all months are either 4 weeks or 5 weeks, or 4*7 = 28 days or 5*7 = 35 days. Since February is a 4 week month, it will have 28 days, regardless of the l...
Jared Dolich}
Master Anaplanner/Community Boss / Created Feb 10, 2020
Great article, @greg_reynolds! Absolutely agree with not adding top levels unless needed. In addition to the unnecessary calculations & space consumed, they can mask incorrect formulas ...
helennie}
Certified Master Anaplanner / Created Feb 6, 2020
Yeah, I wish this had been documented (or I would have come up with this solution) three years ago when I had to bang my head against the wall and add a ton of temporary line items to get this type o...
Alenart}
Certified Master Anaplanner / Created Jan 28, 2020
@obriegr It is an idea but from the other hand this way you generate more traffic between models what impacts perfromance. I wouldn't go that way unless users really pushing to. Having the proce...
piotr.weremczuk}
Occasional Contributor / Created Jan 27, 2020
@piotr.weremczuk ,   If there is a pre-defined schedule, you are correct.  With that said, often times folks need to pull the data on an ad hoc basis using the same actions/process for...
rob_marshall}
Master Anaplanner/Community Boss / Created Jan 16, 2020
@rob_marshall , @nicole.johnson  I do agree that there is no need to flatten the data. Less data you move around is better for performance. On the point about pushing the data through ...
piotr.weremczuk}
Occasional Contributor / Created Jan 16, 2020
@nicole.johnson ,   Great question...There is no need to flatten in the spoke (Budget), just bring in the data that is needed (aggregated at the correct level) to the target spoke model.&nb...
rob_marshall}
Master Anaplanner/Community Boss / Created Jan 16, 2020
Excellent article, @kavinkumar ! It's always a good idea to read theThe Planual  to get up to date with the current best practices (you have mentioned a lot here) In this way, a model builder ca...
CallumW}
Master Anaplanner/Community Boss / Created Jan 3, 2020
@Jared Dolich Yep, that's a good idea!!
kavinkumar}
Master Anaplanner/Community Boss / Created Jan 1, 2020
Thanks @kavinkumar. Excellent article and timely - this is when many models need to be annualized.I particularly like the idea of cleaning up those actions. I've seen models with hundreds of unu...
Jared Dolich}
Master Anaplanner/Community Boss / Created Jan 1, 2020
Thank you David! Sometimes I forget how easy is to use substract and add with time.  Sometimes we also need to go outside of the defined time period and include those time ranges in our cal...
Manuela_Apostol}
Master Anaplanner/Community Boss / Created Dec 28, 2019
Good to have such tool in Anaplan. Is there any technical documentation available for the tool? I'm curious what type of algorithm is being used by Optimizer since this may say more about strengths a...
piotr.weremczuk}
Occasional Contributor / Created Dec 5, 2019
Great guide Paul, thank you! Also there is one nice trick in case you use import's option to clear all items prior import. You can set a kind of dummy action that would move single cell value (s...
piotr.weremczuk}
Occasional Contributor / Created Dec 2, 2019
@c-f_surtevall  Indeed when you use DCA, you need to create first the line-item in DEV push it into PROD using ALM and only after that adding in DEV the line item as DCA in different modules.&nb...
alexpavel}
Master Anaplanner/Community Boss / Created Nov 28, 2019
@CallumW, In asking around (Ben Speight), there is no difference in uploading a csv file vs. a text file and there is no difference in the reading of the data from the file and importing them to line...
rob_marshall}
Master Anaplanner/Community Boss / Created Nov 20, 2019
@CallumW  No reason, and yes, it does save a bunch of time It will be added for v2 - Thanks David
DavidSmith}
Master Anaplanner/Community Boss / Created Nov 20, 2019
Fantastic resource, @DavidSmith! Is there any reason why best practice import file type has been omitted from the Planual? I have always found that zipping files (particularly large transactional fil...
CallumW}
Master Anaplanner/Community Boss / Created Nov 20, 2019
Hi,  To be fair, ALM and DCA also sometimes does not work if you change the formula in the DCA line item. This is particularly annoying when the DCA line item is attached to a large number ...
c-f_surtevall}
Certified Master Anaplanner / Created Nov 12, 2019
Must read for beginner and intermediate model builders. This will build good habits and save you headaches later on.  Can't stress the importance of naming conventions, blank list/module separat...
Aaron82}
Occasional Contributor / Created Nov 7, 2019
Just to add some additional insight - If your target module contains time (as in our example), it is very likely that the code structures will not vary by time, so it would be better to create a modu...
DavidSmith}
Master Anaplanner/Community Boss / Created Nov 6, 2019
@david.savarin  Nice and acute observation. thanks! Indeed when formula scope is used as "Current Version", the line items cells combined with the other versions become "input" cells. So, the ex...
alexpavel}
Master Anaplanner/Community Boss / Created Oct 29, 2019
@david.savarin  Great question I will test and find out You can't utilise Formula scope with Fake Versions though so it wouldn't be a true like for like test, but we can test versions with all a...
DavidSmith}
Master Anaplanner/Community Boss / Created Oct 25, 2019
Easily the top 7 runners in the world.
byron.mikowicz}
Certified Master Anaplanner / Created Oct 7, 2019
Hello, Great and insightful article. Thanks for putting together.  We tend to exclusively use native versions because of the simplicity of switchover, version formulas, and bulk copy functionali...
jared.fox}
Certified Master Anaplanner / Created Sep 20, 2019
@Misbah  Whilst we understand the frustration, we do not recommend  "keep alive" scripts. Like any computer, it is better to close it down frequently! It is better to try and optimise the m...
DavidSmith}
Master Anaplanner/Community Boss / Created Sep 13, 2019
Thanks @KayneSchwarz , I'm going to review this at some point soon. There are a couple of areas I'm particularly keen to focus on :  - Business process. In my experience the customer o...
Alessio_Pagliano}
Certified Master Anaplanner / Created Aug 3, 2019
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
Turning off unnecessary summary's helps model size a ton!  @guillaume_arnau helped us a bunch
KBeltz}
Certified Master Anaplanner / Created Jul 8, 2019
@karank It is always better in terms of performance to split components out so the first one will be more efficient.Also, you can see that the expression FINDITEM(list, text) is repeated"calc on...
DavidSmith}
Master Anaplanner/Community Boss / Created Apr 29, 2019
@guillaume_arnau Good question and one we have been asked previously.The evidence is not as conclusive as the consistency as the answers depended on how much dtaa was in the modules.  Somet...
DavidSmith}
Master Anaplanner/Community Boss / Created Mar 19, 2019
Nice explanation, David.  The diagram alone is worth 1,000 words.
schulze}
Contributor / Created Mar 4, 2019
@charlesNtiI didn't have any issues as well with downloading this model
gjronyo}
New Contributor / Created Feb 23, 2019
@charlesNti have seen this issue for a few other people, if you email support@anaplan.com they can help you get the model into your workspace. 
erin.lauterbach}
Contributor / Created Feb 15, 2019
Thanks for this. I tried this and it works with a catch, I have to define the Min/Max boundaries for the variable, otherwise it throws an error as "The problem is unbounded". Does it always need a bo...
ArunManickam}
Community Boss / Created Feb 14, 2019
Good Morning, Seem to be have trouble using the link to download this app to my workspace, keep getting an error message 'illegal Argument'. Anybody else currently having this problem? Rega...
charlesNti}
New Contributor / Created Feb 8, 2019
Is there a plan to pick and choose a specific set of items from the revision tags to move Production?
ram.venka}
New Contributor / Created Oct 29, 2018
DISCO is also a great tool to use if you need to review an existing Anaplan model too, to improve the design, performance and transparency of the model.
J_Fletcher}
New Contributor / Created Oct 24, 2018
thanks for the simple, elegant, powerful explanation.
Mark_W_Shemaria}
Certified Master Anaplanner / Created Oct 24, 2018
Very useful article @david, that I used to teach best Practices at Nike. When we combine this with DISCO, it becomes very clear to model builders, that calculating once (in System or Calc) ...
guillaume_arnau}
Certified Master Anaplanner / Created Oct 17, 2018
yes absolutely. That newly added functionality is an easier way to provide such instructions with lower maintenance effort. 
guillaume_arnau}
Certified Master Anaplanner / Created Oct 8, 2018
Hi MitchYes since the we are seeing only for one lineitem it seems the lineitem is freezed in the filter. Currently the only option that can be seen is create a new module for such line items. &...
harish_bk}
Super Contributor / Created Sep 26, 2018
@lauren.levineHi - There is a known issue which means the DCA line item needs to be created in one revision, the models sync'd and then applying the driver done in another revision, but could you log...
DavidSmith}
Master Anaplanner/Community Boss / Created Sep 18, 2018
@DavidSmith wrote:  Model Save:A model will save when the amount of changes made by end-users exceeds a certain threshold. This action can take several minutes and will be a blocking operat...
kjacokes}
Certified Master Anaplanner / Created Jun 2, 2018
Informative post! Thank you @DavidSmith. Question for you regarding "Calculations are over non common dimensions": Taken to the logical extreme, if many intermediate line items are used, wo...
kjacokes}
Certified Master Anaplanner / Created Jun 2, 2018
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
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
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
Cool post! Great insights for performance tuning!
PaulRitner}
Certified Master Anaplanner / Created May 4, 2018
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
@Mitch_MaxGreat newsYes, it is something that was discussed, having a second parameter for time formatted items (i.e. the Time Range), with obvious validation considerations. I will pass this on...
DavidSmith}
Master Anaplanner/Community Boss / Created Mar 15, 2018
Hi Yelena,    Thanks for this article. Very useful.   Using your suggestion I was able to easily manage the changing of the Current Year in the saved filtered dashboards and ...
alexpavel}
Master Anaplanner/Community Boss / Created Jun 15, 2017
Hi I was trying to build the Transportation Assignment Model and the constraint used in the problem is Assignment = Demand. But in real world there may be the case that if Demand > Supply and...
CommunityMember128856}
New Contributor / Created Jun 1, 2020
Thanks @einas.ibrahim We all make a good team!
Jared Dolich}
Master Anaplanner/Community Boss / Created May 25, 2020
Hi @guillaume_arnau , Thanks for sharing this wonderful article. It really help when different users are working in parallel.I have a query on this regarding sub-totals, is there a way...
Yash1}
Frequent Contributor / Created May 21, 2020
Good callout @einas.ibrahim I did have to use a little ingenuity but the overall strategy is sound.I use this often as I'd rather use filters than "select level". Filters seem more reliable...
Jared Dolich}
Master Anaplanner/Community Boss / Created May 14, 2020
Nicely drafted.Thanks u so much
anupkumar.gade}
Occasional Contributor / Created May 8, 2020
Nice, very clear & detailed explanation!
PuneetKumar}
New Contributor / Created May 7, 2020
Hi Joshua, We are in the process of updating the Anaplan Way content.  Try this link:  https://anaplan.box.com/s/qauhgibi8wcosj9xdbqn6wx28e2z59hw Best, Pam
pam_pervenanze}
Frequent Contributor / Created Apr 20, 2020
Hi @pam_pervenanze, I'm reading through "The Anaplan Way" document and on Page 54 it states to use the "Model Design Check-in Checklist". Where can I find a copy of this? Thank you!
Joshua.Huilar}
Occasional Contributor / Created Apr 19, 2020
Very nicely explained. 🙂Awaiting the update when users can apply filters directly and as easily as in excel 
shammanna}
New Contributor / Created Apr 16, 2020
Except native versioning can be set to calculate on current version or actual versions. Doing so (should) drastically reduce calculation burden. I still miss statistics to make the point though
david.savarin}
Occasional Contributor / Created Apr 13, 2020
@Misbah thanks for the feedback. You can still use this approach and in many cases this makes the most sense. If you are just updating a few pages, want to keep your My Pages within the app...
sprender}
Certified Master Anaplanner / Created Apr 6, 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
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
@jake.fletcher  Absolutely, and that is a great point.  In an ideal world, you should be doing all validations in the Data Hub and within those modules that actually warrant it, so definite...
rob_marshall}
Master Anaplanner/Community Boss / Created Mar 20, 2020
@rob_marshall - This article is very insightful. Thank you for putting this out here on the community. I'm curious if you're doing any exception reporting and data validation in your models usin...
jake.fletcher}
Certified Master Anaplanner / Created Mar 19, 2020
Thank you both! was fun writing this up and now I see a formula optimization I need to go fix 🙂
greggil}
Certified Master Anaplanner / Created Mar 10, 2020
Personally, it saves the time, expense, and headache, to just create an ADMIN: Lookups module, and dimension each line item in the module by the list you are referencing, then code the specific line ...
ahaley}
New Contributor / Created Mar 6, 2020
Thank you @DavidSmith. Really a great document for all model builders.
AnkitGupta}
New Contributor / Created Mar 6, 2020
@rob_marshall , thanks for your message,  Yes, SKU or Product not needed from day 1 to next , might be needed for future load but not for a particular month. We had come across a scena...
Asslam}
Certified Master Anaplanner / Created Mar 2, 2020
@Mark_W_Shemaria This is a brilliant post. I used it to build a reporting module that dynamically calculates the hierarchy level chosen from selectors and uses them to populate the "group by" at...
Jared Dolich}
Master Anaplanner/Community Boss / Created Feb 29, 2020
Yes...indeed.Today I made some tests and it seems that this issue is solved.If the boolean line-items are created and used as DCA flags can be pushed and sync together in the same revision tag into P...
alexpavel}
Master Anaplanner/Community Boss / Created Feb 27, 2020
Thanks for this @DavidSmith Have used it myself and ensuring that my team does so too. Very helpful for both beginners and advanced users as well.  
shammanna}
New Contributor / Created Feb 19, 2020
Thanks @Jared Dolich , glad you like it!Interesting point about ragged hierarchies - I'll put a bit of thought to that.
tristan.colgate}
Certified Master Anaplanner / Created Feb 17, 2020
@rob_marshall , what a great article! We've already tested a few of your recommendations and are already seeing significant performance gains - so thank you!   Currently, we have ...
iamwilliam_nz}
New Contributor / Created Feb 16, 2020
@tristan.colgate That is so cool. What a clean way to obtain the members of a list subset.And it follows the DISCO method too! Brilliant!Can this method be used to balance a ragged list somehow?...
Jared Dolich}
Master Anaplanner/Community Boss / Created Feb 16, 2020
Great article, Mark.
Paul}
Frequent Contributor / Created Feb 12, 2020
@Jared Dolich i figured that which is why i removed the question 🙂  Great article 
karank}
Master Anaplanner/Community Boss / Created Feb 10, 2020
@Asslam Are you using ALM? If you push an update and don't have production flagged correctly that could be the cause.
obriegr}
Certified Master Anaplanner / Created Feb 4, 2020
@Asslam ,   If I am understanding you correctly, I have not come across that scenario where a piece of the data (unique row) is gone/dropped from one day to the next.  Just to be clear...
rob_marshall}
Master Anaplanner/Community Boss / Created Feb 3, 2020
@rob_marshall , Great article with good examples. Have you come across a scenario, where as per your example loading the details in DAT01 Transnational Details and then load data in DAT02 Transn...
Asslam}
Certified Master Anaplanner / Created Feb 3, 2020
Hi David I have just tried the process and was wondering how do I do second lot of "hot fixes". Specifically, when is the last time that the dev and prod model were the same? Is it before the fi...
Sneha}
Contributor / Created Jan 28, 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
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
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
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
We focus on best practices for using Excel and PowerPoint themselves.
MagaliP}
Certified Master Anaplanner / Created Mar 31, 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
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
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
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
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
Hierarchy Management - Learn how to change the master data with no Impact on the hierarchy and the financials.
Misbah}
Community Boss / Created Feb 20, 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
What are the benefits and drawbacks of using Versions instead a General List
DavidSmith}
Master Anaplanner/Community Boss / Created Sep 16, 2019
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
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
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
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
Learn how small changes can lead to dramtic improvements in model calculations
DavidSmith}
Master Anaplanner/Community Boss / Created Feb 25, 2019
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
Creates the Java KeyStore required for Anaplan Connect 1.4
graham_gronhoff}
New Member / Created Nov 19, 2018
What happens to History when I delete a user from a workspace?
ryan_kohn}
Certified Master Anaplanner / Created Oct 31, 2018
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, it does suppo...
jesse_wilson}
Community Boss / Created Oct 31, 2018
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
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
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
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
Overview The Anaplan Optimizer aids business planning and decision making by solving complex problems involving millions of combinations quickly to provide a feasible solution. Optimization provides ...
obaid_ghani}
Expert / Created Jun 18, 2018
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Making sure that production data lists are correctly marked within a model is a key step to setting up and using ALM. This guide will provide a solution to how someone can make revisions to thei...
alec_judd}
Frequent Contributor / Created Jul 10, 2017