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Lists in Anaplan have two main settings related to how data is aggregated:Top level item.Parent hierarchy.They may both be set on the “Configure” tab of the List settings screen.Top Level ItemThis li...  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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Lists in Anaplan have two main settings related to how data is aggregated:Top level item.Parent hierarchy.They may both be set on the “Configure” tab of the List settings screen.Top Level ItemThis li...
greg_reynolds}
Expert / Created Dec 12, 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}
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}
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}
Contributor / 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}
Contributor / 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}
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}
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}
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}
Regular Contributor / 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}
Contributor / 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}
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}
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}
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}
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}
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}
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}
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}
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}
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}
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}
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}
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}
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}
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}
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}
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}
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}
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}
Community Boss / Created Mar 9, 2018
This post summarizes steps to convert your security certificate to PEM format and test it in a cURL command with Anaplan. The current production API version is v1.3. Using a certificate to authentica...
emilydunn}
Community Manager / Created Jan 29, 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}
Super 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
Lists in Anaplan have two main settings related to how data is aggregated:Top level item.Parent hierarchy.They may both be set on the “Configure” tab of the List settings screen.Top Level ItemThis li...
greg_reynolds}
Expert / Created Dec 12, 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}
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}
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}
Contributor / 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}
Contributor / 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}
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}
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}
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}
Regular Contributor / 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}
Contributor / 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}
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}
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}
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}
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}
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}
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}
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}
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}
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}
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}
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}
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}
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}
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}
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}
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}
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}
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}
Community Boss / Created Mar 9, 2018
This post summarizes steps to convert your security certificate to PEM format and test it in a cURL command with Anaplan. The current production API version is v1.3. Using a certificate to authentica...
emilydunn}
Community Manager / Created Jan 29, 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}
Super 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
What are the benefits and drawbacks of using Versions instead a General List
DavidSmith}
Community Boss / Created Sep 16, 2019
Learn how small changes can lead to dramtic improvements in model calculations
DavidSmith}
Community Boss / Created Feb 25, 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}
Community Boss / Created Jul 19, 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}
Community Boss / Created Nov 13, 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
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
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}
Community Boss / Created May 10, 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
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}
Community Boss / Created Jun 4, 2018
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
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}
Community Boss / Created Sep 6, 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}
Community Boss / Created May 31, 2018
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}
Super Contributor / 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}
Certified Master Anaplanner / Created Sep 17, 2019
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
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
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}
New 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
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}
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}
Contributor / Created May 31, 2018
Learn how using ratio can solve the problem of showing costs as positive numbers whilst subtracting them from totals
DavidSmith}
Community Boss / Created Nov 8, 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
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}
Community Boss / Created May 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}
Regular Contributor / Created Oct 31, 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
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
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}
Community Boss / Created May 4, 2018
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
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
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
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
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
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
@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}
Community Boss / Created Sep 19, 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}
Community Boss / Created Jan 11, 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}
Contributor / Created Oct 8, 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
@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}
Community Boss / Created Sep 18, 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}
Community Boss / Created Jul 30, 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}
Community Boss / Created Apr 23, 2019
@usman.zia As you'll see, this is now doneThanksDavid
DavidSmith}
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}
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}
New 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}
New Contributor / Created Oct 25, 2018
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
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 Pam, not sure if I could find the PDF version of this article?
Alessio_Pagliano}
Certified Master Anaplanner / Created Jul 11, 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}
Community Boss / Created Jun 15, 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}
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
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}
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}
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}
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}
Community Boss / Created May 31, 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}
Super Contributor / Created Jul 24, 2017
@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
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
@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}
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}
Community Boss / Created Nov 20, 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
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 nu...
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...
CommunityMember111200}
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}
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}
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}
Community Boss / Created Oct 25, 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}
Contributor / Created Oct 31, 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}
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
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}
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}
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}
Super Contributor / 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
@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}
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
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}
Community Boss / 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
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}
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}
Community Boss / Created May 31, 2018
Cool post! Great insights for performance tuning!
PaulRitner}
Community Boss / Created May 4, 2018
This is a great guide for implementing certificate-based authentication with our API. However, I would strongly advise using Python, or something similar to decode and encode the certificate. Th...
jesse_wilson}
Regular Contributor / Created Apr 23, 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}
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}
Community Boss / Created Mar 15, 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}
Community Boss / Created Mar 9, 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}
Community Boss / Created Jun 15, 2017
Lists in Anaplan have two main settings related to how data is aggregated:Top level item.Parent hierarchy.They may both be set on the “Configure” tab of the List settings screen.Top Level ItemThis li...
greg_reynolds}
Expert / Created Dec 12, 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 module...
alexpavel}
Community Boss / Created Nov 28, 2019
Appreciate the follow-up, @rob_marshall !
CallumW}
Frequent Contributor / 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}
Frequent Contributor / Created Nov 20, 2019
Appreciate the quick reply @rob_marshall . I guess my question would then be whether there is any processing benefit in using different file types when loading into line items, or is there a process ...
CallumW}
Frequent Contributor / Created Nov 20, 2019
@CallumW , Thanks for reading it, I am glad you liked it.  Regarding the file types, this was not part of the article nor the actual loading of a file into Anaplan, more of loading the data...
rob_marshall}
Community Boss / Created Nov 19, 2019
Hi @rob_marshall This is a fantastic article, thanks for sharing. When you did your analysis regarding "Loading data vs using Formulas", was file type accounted for? I know zipped files are loaded in...
CallumW}
Frequent Contributor / Created Nov 19, 2019
Planual has ~140 rules and ~25 exceptions. Some are common sense / vaguely general. It would be great to have a High Impact list of rules. Grammar nitpick:  Replace "try and do X" with "try to d...
hendersonmj}
Contributor / Created Nov 14, 2019
Super helpful information! 
ckryan}
New Contributor / Created Nov 14, 2019
Brilliant stuff David. You never cease to amaze! This piece of functionality will allow users to keep the reporting signage, but be able to have a proper aggregating report
apretorius}
Certified Master Anaplanner / Created Nov 11, 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}
Contributor / Created Oct 23, 2019
Great article. I love the specificity around the challenges of managing data access from a departmental, geographical, and end-user need prespective. 
connor_obrien}
New Contributor / Created Oct 7, 2019
Great article @DavidSmith  The main use of 'fake' versions list in my practice have been where the users want to create a  version every month and can end up with almost 15 versions in...
usman.zia}
Community Boss / Created Sep 23, 2019
@jared.fox  thanks for sharing I do like using formula scope with the Current Version to archive forecasts, as just switching the "current" flag removes the formula from the "previous current ve...
DavidSmith}
Community Boss / Created Sep 20, 2019
Hi, Nice article and very useful insight! We highly appreciated the power of the specific functionalities of the native versions ( i.e. formula scope, switch-over). However, we used the native versio...
alexpavel}
Community Boss / Created Sep 19, 2019
@DavidSmith  Apart from the reasons mentioned above by you , due to Inactivity in the model for more than 60 minutes does the model go back to disk and it has to come back to memory when so...
Misbah}
Super Contributor / Created Sep 12, 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
Great document!!
Khanna}
New Contributor / Created Aug 20, 2019
Hi @Alessio_Pagliano, We've removed the attachment from this article as we've updated the content within. Feel free to bookmark the article or use the Options > Printer Friendly Page feature ...
KayneSchwarz}
Community Manager / Created Aug 2, 2019
Thanks @rob_marshall !
andrewtye}
Certified Master Anaplanner / Created Jul 30, 2019
Hi @rob_marshall  - question on list hierarchies. For a store network have the Store, Region, Division. So would have three lists and then a module dimensioned on Store with Region / Divisi...
andrewtye}
Certified Master Anaplanner / Created Jul 30, 2019
The link is now fixed btw
DavidSmith}
Community Boss / Created Jul 23, 2019
Thank you. 
robinsalk}
Occasional Contributor / Created Jul 23, 2019
I think it is here https://help.anaplan.com/anapedia/Content/ALM/Compare_and_Synchronize/Fixing_Production_Issues.html However, ensure that before you start the process, set a temporary revision tag ...
DavidSmith}
Community Boss / Created Jul 23, 2019
The link above says the Content is no longer available. Where can I get the documentation? 
robinsalk}
Occasional Contributor / Created Jul 22, 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
Very helpful and actionable - thanks @DavidSmith !
ryan.dubiel}
New Contributor / Created May 21, 2019
There is no content on the dashboard called 'Single Level Final Forecast Export'
michael.jones}
New Contributor / Created May 1, 2019
@DavidSmith  with Finditem is there a difference between  IF ISNOTBLANK(TEXT) THEN FINDITEM(LIST,TEXT) ELSE BLANKVSIF ISNOTBLANK(FINDITEM(LIST,TEXT)) THEN FINDITEM(LIST,TEXT)...
karank}
Certified Master Anaplanner / Created Apr 29, 2019
Great Stuff, Thank you!
Hanwen}
Occasional Contributor / Created Apr 26, 2019
@TGagnon no those models are not needed. The model is already staged with generic data or you can clear and import a new data set from .csv files following the data setup process if needed. ...
erin.lauterbach}
Contributor / Created Apr 23, 2019
When checking the Source Models and Import Data Sources there are two other models listed. Do I need to download and manage those as well?
TGagnon}
Certified Master Anaplanner / Created Apr 19, 2019
Hi @DavidSmith,Great Article! Aren't these results affected by CODE & _ & CODE being executed also with extra month dimension? or was it run with extra subset on the line item without mo...
cyprian_malak}
Occasional Contributor / Created Apr 19, 2019
@ArunManickam you do not need to have the min/max defined for each variable. However, there needs to be some sort of bounds put on the problem as Optimizer will not produce an answer if the...
jbastiansen}
New Contributor / Created Apr 18, 2019
Very interesting article, kudos
DouglasEaton}
Certified Master Anaplanner / Created Apr 17, 2019
Great article!
GadgetNate}
New Contributor / Created Apr 1, 2019
Same issue met with @ArunManickam Or this issue will happen when there are mutiple optimal solutions?Coz I used to Excel solver to solve the transportation assignment problem again and the ...
tingtingxia}
New Contributor / Created Mar 24, 2019
Great David.  Follow on question:  please layer in how properties are handled in terms of indexing and ording of lists. Thanks.
dkolka}
Contributor / Created Mar 18, 2019
@DavidSmith Thanks for this! It is very useful! 
usman.zia}
Community Boss / Created Mar 15, 2019
@usman.zia Great idea.  This page was always intended as a landing page.  I'll get our team onto itThanks for the suggestion 
DavidSmith}
Community Boss / Created Mar 7, 2019
Thanks David! following up on your example, does it make a difference if one dimension (product) is way bigger than the other? I think I remember to put them in the smaller to larger order (and ...
guillaume_arnau}
Certified Master Anaplanner / Created Mar 6, 2019
Hi @DavidSmith Great article really like the acronyms and concept. It would be really beneficial if for each section there was a link to the article or best practice guide for that sec...
usman.zia}
Community Boss / Created Mar 6, 2019
Hi all, I am Charles' co-worker.  Thank you all for your help. I just want to point out that we tried to download it with either Chrome and Firefox (both, regular and incognito/ privat...
AlejandroGomez}
Certified Master Anaplanner / Created Mar 6, 2019
What would be helpful is a formal training workshop on these principals. The 300 series of online training for model building does not provide enough depth and breadth of how to design using these pr...
mjpearlman}
Contributor / Created Jan 31, 2019
Thank you David!
Sheethal}
Certified Master Anaplanner / Created Jan 15, 2019
I have 2 questions here:1. It is mentioned here that Anaplan remembers the sequence of adding the lists. Is there any specific reason / advantage to save this sequence?2. Isn't it possible for Anapla...
Sheethal}
Certified Master Anaplanner / Created Jan 11, 2019
Creates the Java KeyStore required for Anaplan Connect 1.4
graham_gronhoff}
New Member / Created Nov 19, 2018
How do you do this on a windows 10 pc?
willemvdb}
New Contributor / Created Nov 8, 2018
We have used Guillaume's dashboard planning methodology recently with two of my CS customers across 6 different use cases. It seems counterintuitive to many at first but always works like a...
AnyaS}
Occasional Contributor / Created Oct 31, 2018
nifty!
joleary}
Occasional Contributor / Created Oct 31, 2018
Hi @nikolay_denisov, I do not think format definition will change in the short term. Regarding blueprint columns, I had to update the Heading snippet with the Time Range update. Done p...
Ben.P}
Occasional Contributor / Created Oct 30, 2018
Great approach, Ben!Configuring templates for lineitems is essential.Do you know if the snippets need to be adjusted in case of major platform updates and new columns of blueprint added?  
nikolay_denisov}
Occasional Contributor / Created Oct 30, 2018
Thanks for this.  I've spent about 20 minutes today trying to debug code that I had written in Notes.  I'm always looking for better ways to do these types of things.
matt.brady}
Occasional Contributor / Created Oct 26, 2018
I just advised a customer on Nested Rows in an export today... They had an abnormally large module with 4 List items in the column of the saved view. The saved view was taking exponentionally more ti...
ZachC}
New Contributor / Created Oct 26, 2018
thank you for the comments, and you will be pleased to know that we are looking to add this and "connected planning" aspects to the training
DavidSmith}
Community Boss / Created Oct 26, 2018
Excellent article!  I think at times, folks that are new to Anaplan are intimidated by the empty canvas that Anaplan provides.  Once the initial implementation has been completed and the pa...
tedudack}
Occasional Contributor / Created Oct 26, 2018
Thank you David, great article and changed my way of thinking when doing model design and it is very structured and helps understand the flow of an existing model 
akshay.shah}
Occasional Contributor / Created Oct 25, 2018
great work! :)
Dagmar_Paulo}
New Contributor / Created Oct 25, 2018
Very good trick ! thanks Ben
Dlambert09}
Community Boss / Created Oct 25, 2018
Totally agree @linda_erickson. Would be very useful to add this to the launchpad training.
jjwikselaar}
Occasional Contributor / Created Oct 25, 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
@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}
Community Boss / Created Oct 24, 2018
These recommendations are great, but far too often formulas are not this simple to break up or  reeningeer to optimize in such a clean manner.  When formulas get really long and c...
mjpearlman}
Contributor / Created Oct 24, 2018
@mjpearlmanthanks for the question. For me, the answer is quite simple.  There are two situations where lists should be set as production lists: 1. The lists are updated as part o...
DavidSmith}
Community Boss / Created Oct 24, 2018
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
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
This is a great article.  Thanks.  M
mhemphill}
Contributor / Created Oct 18, 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
@carol.jackson Great to hear - Thanks for the comments
DavidSmith}
Community Boss / Created Sep 26, 2018
Hi, With ALM, DCA works in Dev, but will not allow you to sync the model to Production. The problem was that the boolean line item used for DCA had too many conditions and would only work if it ...
lauren.levine}
Contributor / Created Sep 18, 2018
Would tooltips be a good way to present longer instructions for Step 3 while staying in context of the same dashboard?
michael.moore}
Occasional Contributor / Created Aug 31, 2018
Inventory Rollover Exercise is also helpful after completing the above training: https://community.anaplan.com/t5/Videos/Optimizer-Inventory-Rollover-Exercise/ba-p/33898
obaid_ghani}
Expert / Created Jul 9, 2018
Hi The memory footprint might be confusing here, but boolean's do use less memory becasue they can on;y have two states; True orr False. But to answer the quesiton, yes, your approach is correct. The...
DavidSmith}
Community Boss / Created Jun 7, 2018
Hi David, Thank you for explanation, it is always good to know some background. I've tested what you proposed on a flat-list module with 14K cells (1400 of them are blank). Also c...
Hayk}
Certified Master Anaplanner / Created Jun 7, 2018
Hello I have an issue which is not able to import models to another workspace due to the models have huge revision tags chain, therefore, I'm planning to break the current revision tags cha...
hisyamaguchi}
New Contributor / Created Jun 6, 2018
Hi Hayk Thanks for your question and your interest in the article. The check for a blank is very fast, but wether this outweighs the time to traverse the list is more difficult to prove.&nb...
DavidSmith}
Community Boss / Created Jun 6, 2018
Hi David, Thanks for your post.I have a question regarding FINDITEM tip. For example we know that we'll have max 5% text fields as a BLANK. With your proposal we save FINDITEM lookup time for th...
Hayk}
Certified Master Anaplanner / Created Jun 6, 2018
Thank you @DavidSmith for the great info. Question for clarification on the following: @DavidSmith wrote:  Rule 1: Filter large lists by creating a Boolean line item&nbs...
kjacokes}
Certified Master Anaplanner / Created Jun 2, 2018
@DavidSmith: thank you for the informative post! Can you provide some additional insight on how model saves work, and some statistics to give us an idea of how long we should expect ty...
kjacokes}
Certified Master Anaplanner / Created Jun 2, 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
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}
Community Boss / Created May 31, 2018
Great recommendations!  
PaulRitner}
Community Boss / Created May 18, 2018
Got lots more of this sort of thing to come - Keep watching!
DavidSmith}
Community Boss / Created May 4, 2018
David, we're having a very enjoyable time taking advantage of this feature on some of our larger client models.  Well done! We've noted that when using Time Periods to format a line item (i...
Mitch_Max}
Certified Master Anaplanner / Created Mar 15, 2018
@DavidSmith perfect. Thank you.
jon}
New Contributor / Created Mar 14, 2018
@jonThis is the example Hope that helpsDavid
DavidSmith}
Community Boss / Created Mar 14, 2018
Hi David,  Quick question about something in Anapedia. in the 'Model elements and associated time ranges' table in Anapedia, what is the specific scenario where I would see the Model E...
jon}
New Contributor / Created Mar 13, 2018
Hi MatthewThe availability of the granularity depends on the settings here:Turning on Quarter here will enable you to set Quarters as the Time Scale Just a word of warning, if this is not the mo...
DavidSmith}
Community Boss / Created Mar 13, 2018
Thanks David, Yes, that clarifies the issue.  One quick followup: I went and re-dimensioned one of our larger modules, that was based in "quarters," with a new timescale subset I creat...
Matthew_Kuo}
Certified Master Anaplanner / Created Mar 12, 2018
Hi MatthewThe number of periods is always in years,but the granularity is set separately from the Time Range. You can still define modules that are by year, quarter, month, week or day depending on h...
DavidSmith}
Community Boss / Created Mar 12, 2018
Hi David, Great feature, and long awaited.  Will definitely help with sparsity. Quick question re: time range setup: The base setup allows you to define a time range based on "num...
Matthew_Kuo}
Certified Master Anaplanner / Created Mar 12, 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
Lists in Anaplan have two main settings related to how data is aggregated:Top level item.Parent hierarchy.They may both be set on the “Configure” tab of the List settings screen.Top Level ItemThis li...
greg_reynolds}
Expert / Created Dec 12, 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}
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}
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}
Contributor / 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}
Contributor / 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}
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}
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}
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}
Regular Contributor / 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}
Contributor / 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}
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}
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}
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}
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}
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}
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}
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}
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}
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}
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}
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}
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}
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}
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}
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}
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}
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}
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}
Community Boss / Created Mar 9, 2018
This post summarizes steps to convert your security certificate to PEM format and test it in a cURL command with Anaplan. The current production API version is v1.3. Using a certificate to authentica...
emilydunn}
Community Manager / Created Jan 29, 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}
Super 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