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Author: Ayesha Zoha, Certified Master Anaplanner and Manager at Cervello. Throughout my career, I've had the chance to connect with individuals from diverse technology and business backgrounds, as well as countless college graduates eager to start their journey in the world of Anaplan. Over the years, I’ve noticed a…
Anaplan has just launched the new statement of direction for Anaplan Calculation Engines The full statement of direction can be read here. What is a statement of direction A Statement of Direction is a public guidance designed to inform our customers & prospects about our strategic direction at product level. It provides…
March is Women’s History Month, a time to celebrate the achievements and contributions of women — including the incredible members in the Anaplan Community! Over the past year, women across the ecosystem have shared their knowledge, experiences, and insights through blogs, videos, and member spotlights. Their expertise…
Author: Marina Ketelslegers is a Certified Master Anaplanner and FP&A expert and independent Anaplan Solution Architect. In this 'How I Built It' tutorial, you'll learn how to create a dynamic and flexible impact analysis and allocation framework tailored to your needs. Whether you're evaluating P&L scenarios with business…
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Today, we’re kicking off our first Best Practices Challenge of 2025! This challenge series is an opportunity for Community members to share their expertise on a specific topic, exchange ideas, and learn from one another. This time, we’re focusing on Application Lifecycle Management (ALM). What is your overall approach to…
Author: Hanwen Chen is a Certified Master Anaplanner and Professional Services Sr. Manager at Anaplan. Use case This is an interesting use case. One of our customers wanted to be able to include/exclude any list item/member in any level of a hierarchy to/from a group. The customer calls the group “Domain”. Domains are used…
Author: Avnish Goel is a Certified Master Anaplanner and Founder at ScriptStory. Recently, I led a model assessment initiative to identify suboptimal design elements in the data architecture for a leading investment banking firm. The project involved analyzing source systems and Anaplan models, leveraging both Anaplan best…
Author: Seyma Tas is a Certified Master Anaplanner and product owner at Caliber Collision. A guide to help you get the answers you need The Anaplan Community is an incredible resource to share knowledge and get help. To get the best answers quickly, make sure you ask clear, well-crafted questions. Here are some tips on how…
The 2025 Certified Master Anaplanner Program has begun and there's incredible opportunity for 2025 Certified Master Anaplanners (CMAs) to demonstrate their thought leadership, technical expertise, evangelism, and mentorship capabilities across the entire Anaplan Ecosystem! At their core, a Certified Master Anaplanner is…
In the world of Anaplan modeling, performance is key. Slow model calculations can be a major bottleneck, impacting productivity and decision-making. But what if you could pinpoint exactly what’s causing the slowdown? Enter the Calculation Effort column — a powerful new feature designed to help you identify and address…
Author: Jonathan Cushing is a Certified Master Anaplanner and Senior Consultant at Vuealta Consulting. My first experience of Anaplan was building an FP&A model in the company I worked in group finance. The company operated within the construction sector all over the UK with regional offices along with a centralized group…
Intended Audience Level of Difficulty: Intermediate Requires familiarity with APIs and Postman Resources Required: Internal Expertise: IT Developer / API User Tools Needed: Postman, CloudWorks Access Requirements: CloudWorks, Postman, Anaplan Integration Admin Estimated Level of Effort (LoE): Low Approximately 1-2 hours…
Intended Audience Level of Difficulty: Intermediate Requires familiarity with APIs and python scripting Resources Required: Internal Expertise: Python Developer / API Expert Tools Needed: Python, CloudWorks, Code Editor Access Requirements: CloudWorks, Anaplan Integration Admin Estimated Level of Effort (LoE): Low A few…
Addressing JDBC Driver Compatibility Issues Intended Audience Level of Difficulty: Intermediate Requires some familiarity with APIs, scripting, or database concepts Resources Required: Internal Expertise: Data Engineer/IT Admin/Integration Admin Tools Needed: Anaplan Connect, Snowflake, Notepad Editor Access Requirements:…
I would like to request the ability to use formula-driven display names for Line Items, similar to how display names work for numbered lists. This feature would allow the display names to automatically update based on the model’s current period settings. For example, if I have a line item named "FY25 Budget," it would…
We sometimes use the side panel for data entry, and the title "Additional Insights" may not always align with our use case. It would be helpful to have the flexibility to change the title to something more relevant to the panel's purpose.
When I am enabling the writeback in AnaplanXL and trying to format the written cell to some colour, it is not showing me in the main sheet where I am trying to input some value and the cell colour is not changing. What could be possible reason for this?
Issue: When building dashboards for users, we ensure column widths are consistent across all columns. However, users often filter data and adjust column widths based on their specific needs. They can save these adjustments in a Personal Copy, but upon re-login, the column widths are reset, requiring them to manually resize…
Some customers have dimensions/lists with more than 1,000,000 list items. When leveraging Anaplan's options for connecting Excel to an Anaplan Module, the user will usually filter the selection (and the user may be limited to a subset based on Selective Access), so the user will not need the full data set. Unfortunately…
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: Lots of our UX pages have a summary grid at the top, then a series of grids below with the same column headings and more detail…
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: How often is this impacting your users? Our client wanted chart in right side panel on Worksheet and this required a module with only…
We have received a requirement to do bulk export from Management Reporting for all the intersections available. At the moment, we can only do for one intersection and it takes a few seconds for the pdf to be even available for export. Would be great to have this capability to do bulk pdf exports.
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: As an Anaplan Tenant Administrator, I need to be able to view my Anaplan UX adoption data in the following specific categories:…
As an Anaplan Tenant Administrator, I want to be able to view User Account Creation Dates for all my internal users as a separate column information. So that it is easier for me to centrally view and manage users who haven't been interacted with my Anaplan platform since their accounts creation. I know this will be…
workflow - in a group task of 50 people. each assignees (50 people) has complete task button on the task page. but it doesn't make wait to see all the 50 people hitting complete button, we want anyone out of the 50 assignees to hit the complete button to work for all and push the task to the next step
I have a module and it has a boolean to check for a missing field and if the field is missing I want to send a notification to multiple users, via a workflow. I have a field called 'Notify' set as 'users' list.(I can easily enter 1 user from dropdown.) However, I want to add multiple users to this field, so I can use it in…
Hello, Does anyone know why the waterfall intermediate total is showing up in blue? I'm using a ragged hierarchy. With intermediate totals turned on & colour set to black I want to see the forecast bar also as black. Is there anyway we can achieve the same? Thanks in advance!
Hello, I have multiple actions used in Anaplan Connect that we would like to rename… Do you know if renaming has an impact on good operation of my API ? If so, do you have best practices to share ? Thank you !
Is there a way to use conditional formatting on and AnaplanXL grid based on another lie item value. e.g. I have a separate line in the module that flags whether a period value is actuals or forecast (boolean or number), I want to use this to dictate the format of the cell and replicate the functionality in the Anaplan App.…
Hi, We came across org charts (Hierarchy Charts) which are a great functionality. However, we want the client to be able to do scenario planning on the hierarchy and by Month. E.g. John could report to Smith in Jan, but in Feb , he report to Molly. Since Org Charts cannot refresh dynamically unless you incorporate time…
Hi Team, I have received a project that requires experience with PowerShell scripting. How does it work with Anaplan Connect? I have experience with CloudWorks, but I would appreciate any resources or insights on using PowerShell scripts with Anaplan. If anyone from the group can share guidance or useful links, it would be…
Hi, Does anyone know how to get an outbound OData Rest API, (OAuth2) to establish a connection between SAP and Anaplan. Thanks Khaled
Hello, Brain Trust! My organization uses Amazon Redshift data warehouse and some data we need for Anaplan will be stored there in the near future. The current assumption is that we will use Informatica to query, stage, and then import to Anaplan, BUT…. I really was hoping we could use ADO. In a prior life, I used Anaplan…
Can AnaplanXL (FluenceXL) reference an Excel cell's value to determine a list member needing to be referenced within a Custom Calculation? I need a Custom Calculation that dynamically calculates the difference between two versions, where one version is determined by an Excel cell's value. I cannot use fixed position…
