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Certified Master Anaplanners are Anaplan’s most experienced platform evangelists who share a common technical language and are involved in the structural development of their models. Anaplan's current customers, registered partners, and employees are all eligible to become a Certified Master Anaplanner, given they're willing and able to meet the requirements below. Qualifications Candidates must fulfill the below criteria*: Complete the core Academy trainings by becoming a Certified Solution Architect Register for and pass the Certified Master Anaplanner exam *More courses may be added upon impending releases. Interested in becoming a Certified Master Anaplanner? Learn about the Master Anaplanner Certification Exam and the steps to get started ... View more

Use Line Item subsets to create different numeric formulae for each version to avoid multiple Ifs   Best Practice article: Line Item Subsets Demystified Decreasing the Length of Your Formulas Variance Analysis With Native Versions Made Easy ... View more

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Review the need for daily granularity for long timescales, specifically if the daily timescale spans five years or more.  Use time ranges to restrict the daily calendars if possible and also use PREVIOUS rather than CUMULATE to optimise calculation efficiency.   Related to Rule: 2.02-10 Using PREVIOUS vs. CUMULATE   Best Practices articles: Time Range Application Performance Issues with Cumulate Over Lists ... View more

Use Time Ranges to optimize the modules where the default model calendar is not appropriate.  Consider the dimensionality for the data and set up the Time Range accordingly.   Best Practices article: Time Range Application ... View more

Keep the naming short using the FYxx-FYyy format. This format allows the administrator to see the scope and name of the Time Range in the module blueprint without referring back to the Time Range itself; it fits within the column of the blueprint. This aids auditing and analysis However, this does mean that the Time Range may need to be renamed if the range changes, so if your Time Range needs to be incremented each year, and it is clearly documented, an alternative would be to use a generic name ("History Years").  It requires less maintenance, but is not as clear   Best Practice article: Time Range Application ... View more

Turn the "include" settings off by default and only include these if absolutely necessary.  These additional settings (Quarter totals, Year to date, Year to go etc.) will be included in all modules with the model calendar as the time dimension. Thus they will perform calculations on these subtotals.  Consider if you really need these values for all modules with the Model Calendar. Note, you can specify different "include" settings for different Time Ranges, although by default Time Ranges will inherit the Model Calendar settings.   Related to Rules: 1-01-02 Use the Model Calendar by default  1-01-07-Time-Ranges  ... View more

Utilising the Current Period within the Time Settings allows the use of CURRENTPERIODSTART(), CURRENTPERIODEND() and can be used to create lookup modules to hold the current period automatically.   Exceptions: 1.01-03a Daily Timescales: The lowest granularity for Time Settings is weekly, so if the Current Period needs to reflect a daily timescale, the Current Period setting cannot be used 1.01-03b Non-Admin updates: Should you need non- Workspace Administrators to update the setting, a formatted line item can be used instead ... View more

As the Model Calendar is dynamic, there are a lot of advantages in using it for the majority of modules.  Choose suitable time settings (past and future years) that cover most of the requirements and use the model calendar to set these in the most part.  For the exceptions outside of the “norm” use time ranges for efficiency of calculations and for keeping the model size under control. But remember, Time Ranges may need to be updated manually on a year end rollover.   Best Practices article: Time Range Application ... View more

This goes against the Sustainable element of PLANS and the hard coding can cause issues when updating the timescales of the model. Modules with Time formatted items to be used as sums and lookup are the better option   Exception: 1.01-01a Generic Time periods: It is OK to use SELECT with Generic Time periods such as Actual Period, Current Period, YTD, YTG, ALL Periods   Related to Rule: 2.02-14 Avoid using SELECT   ... View more

  Welcome Hear directly from Vicky Ascencio, Customer Success Director. You are part of the team working to implement an Anaplan use case.Your job is to unlock the power of the Anaplan platform. You will design and build your Anaplan models, prepare the data to serve your end users, and deliver a fantastic user experience that drives Anaplan adoption. This tailor-made onboarding site serves to provide you the information you need to be successful. Covering the important steps for getting started, best practices to ensuring a successful deployment, and resources to support your success beyond your first Anaplan Use Case. Remember; Anaplan really is a journey, and this page should serve as your expert guide.   Get Started Start Implementing   Continue Your Journey Set up your Anaplan accounts Set up your Anaplan Workspace Understand Tenant Admin and User Roles Understand your learning path Key Essentials modules Learn foundations of Anaplan Understand team roles Discover our project methodology Learn Anaplan Best Practices Succeed with User Acceptance Testing (UAT) Forget how to do something? Check in Anapedia Get help from Support Keep up to date with platform enhancements Be notified of platform downtime Engage with the Anaplan Community Share your product feedback  Connect at an Anaplan Group Grow your skills and become a Certified Model Builder! Expand with a Center of Excellence ... View more

  Welcome Hear directly from JR Matheson, Senior Manager of Customer Operations. You selected Anaplan to address a specific planning pain-point or imperative. Now you are leading your Anaplan implementation to deliver on key milestones. Later you will be responsible for rolling out new processes and driving user adoption. This tailor-made onboarding site serves to provide you the information you need to be successful. Covering the important steps for getting started, best practices to ensuring a successful deployment, and resources to support your success beyond your first Anaplan Use Case. Remember; Anaplan really is a journey, and this page should serve as your expert guide. Get  Started Start Implementing   Continue Your Journey Set up your Anaplan accounts Understand your learning path Key Essentials modules Learn foundations of Anaplan Understand team roles Identify Model Builders Discover our project methodology Learn Anaplan Best Practices The importance of user acceptance testing (UAT) The importance of change management Establish a Center of Excellence Get help from Support Keep up to date with platform enhancements Be notified of platform downtime Engage with the Anaplan Community Share your product feedback  Connect at an Anaplan Group Expand with a Center of Excellence ... View more

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