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Author: Alejandro Gomez Sanchez, Certified Master Anaplanner, and Principal Consultant at Mentat Technology. Introduction I have been working as Anaplan consultant since January 2015. Before that — probably like many of you — my mind was arranged in a way that two-dimensional tables made perfect sense, while…
Author: Ben Hilgendorf, Certified Master Anaplanner and Senior Analyst at Talking Rain Beverage Company®. Anaplan's UX has undergone significant advancements in recent years, enabling businesses to prioritize not only quantitative but also qualitative and process-oriented aspects of planning. Among these, marketing program…
Author: Alessio Pagliano, Certified Master Anaplanner and Manager - Solutions Architect at Spaulding Ridge. The purpose of this short article is to provide a collection of design top tips and references relevant to the user experience. Have you ever faced one or more of the following challenges during your implementations?…
Author: Stacey Gibbens is a Certified Master Anaplanner and Anaplan Solution Architect, leading the Center of Excellence at Globe Life. Maybe you’re a new employee at a company who has been using Anaplan for a while, or maybe your company has contracted with an Anaplan partner to have some models built. Either way, it will…
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Model evaluation is the operation through which users can estimate the expected performance of a Predictive Insights (PI) predictive model and assess its effectiveness. Since predictions and account prioritization can play an important role in your sales programs or other business initiatives, model evaluation is key and…
Predictive Insights (PI) supports multiple types of account scoring models. Each model type requires different input data depending on the use case. Configure PI by filtering and adjusting the accounts in the Customer and Prospect datasets. Use this page to understand the most common use cases supported by PI and what…
Introduction:In today's fast-paced business environment, effective identity management and governance play a crucial role in maintaining data security and ensuring smooth operations. Anaplan, a leading cloud-based planning platform, offers a powerful SCIM (System for Cross-domain Identity Management) API that integrates…
Welcome to CoE Connect, your monthly destination for news and insights from the Center of Excellence Program! We hope this newsletter proves both informative and inspiring, and we always welcome your thoughts and ideas for future editions. Thank you for being an integral part of the CoE community—let's stay connected and…
With Anaplan Audit, Enterprise and Professional level Customers can track audit events that occur in their Anaplan tenant. For the Anaplan Audit History project, we created a simple Anaplan reporting model and app to report on Anaplan Audit events in the Anaplan UX. Customers may download and use the Anaplan Audit Model &…
The Anaplan Audit History project, consisting of several Python modules and a configuration file, which works synergistically to streamline the process of fetching, formatting, and loading Anaplan audit log data into a preconfigured Anaplan Model. The project leverages the Anaplan REST API, the Python Pandas library for…
As organizations continue to embrace Anaplan's powerful platform for connected planning and decision-making, maintaining robust security and compliance measures has become increasingly essential. The Anaplan Audit Log serves as a critical tool in achieving these objectives, providing granular insights into user activities…
Introduction: Anaplan CloudWorks enables seamless data integration between Anaplan and other cloud-based applications. To optimize performance and efficiency, it's crucial to follow best practices when scheduling integration tasks. This article outlines recommended guidelines for creating integration schedules in Anaplan…
The Anaplan Community Experience (ACE) will be joining together with Anaplan Connect in San Diego, to offer an incredible experience for Anaplan community members and users. Featuring inspiring keynotes and multiple breakout sessions focused on Your Anaplan Journey, a deeper look into Modeling & Data Management, plus…
We are excited to announce that the Anaplan Community has a brand new group, focusing on topics of Environmental, Social and Governance (ESG) and Sustainability modeling. You can request membership here. If you’re interested in this space, you might also want to read the series of articles that group leader Steve Bows…
Hej The Filter window/panel should close when clicking "Apply", rather than having to also click on the "X". As a user I want to apply several filters to a grid and then click "apply". With clcking "Apply" I expect the filter window to close, so that I can better view the data to which the filter was applied.
Hej, The context selectors should be improved in following ways As a User, I need the upper levels of a hierarchy in the Context selector to freeze when scrolling. This is so that I always can understand where inside the hierarchy I am when selecting the the item to display.As a User, I need the Font of upper levels of a…
This is similar to the below but more blown out - I have a requirement to better format a View to enhance a viewer's experience in a specific order with specific formatting on a line item based off of a line item subset. Unfortunately, a singular Number line item cannot both be formatted to show 1000's and % at the same…
Add a functionality for model builders to create templates for modules. Pain point: within our organization we use the same customized formatting(background and font colors) for all modules. Every time we must set up formatting manually. We would appreciate the possibility to create a customized module template. Thanks,…
Hi Anaplan team, We are in bout to automatise the data integration from / to our IS to from / to Anaplan using your APIs. To do that, we will use our ETL (Talend) However, we found that the password expiration management is more for humain rather than machine. In fact, there is up to 90 days of password duration where a…
Quick calculations (Count, Min, Max, Average, Sum) are seen in Anaplan UX pages when selecting consecutive cells. But when discrete cells are selected, no values are shown. This leads to difficulty in analysing data. Just for the sake of adding up values in some discrete cells we have to use calculators.
Quick calculations (Count, Min, Max, Average, Sum) available in Anaplan when selecting cells should also be made applicable while Drill Down via UX pages.Size of grids in drill down must be adjustable by users. Currently long grids are difficult to view.
It will be a good idea for CloudWork to accept the source file with dynamic file name. For example: File name which suffixed with Date and/or timestemp.
It would be a neat feature to be able to have a custom banner och picture on the Homepage. In the same way as ACE is, please see attached. Here you could for example show important information, deadlines and news
While working on a project, a useful implementation emerged. Currently in Anaplan, via Management Reporting, it is possible to create documentation that cannot be customised by the user. In fact, the end user using the system can only look at the data and comments previously entered by the Page Builder. We tried creating a…
Anaplanners, I have a line item which is list formatted, wherein end user selects a list item. List: R3 Category List: List Items Important Semi Important Not-Important with a top level item "All Categories". Problem: User is also able to select "All Categories", which is actually a top level item and should not be the…
The current button we have in place has us add in a new SUB-GL/ vendor item to a numbered list. That numbered list uses an OpEx subset that layers in each new vendor into its respective opex area such as adding "Anaplan 2.1" under Software subscriptions in the GL. The problem im running into is that this current structure…
Problem Statement: I have a requirement where I have to calculate the indirect ownership% of the entities based on the input of direct ownership% Example: The direct ownership% of the entities 'Entity 1' is the ultimate parent'Entity 2' is held by 'Entity 1' by 50%'Entity 3' is held by 'Entity 1' by 100%'Entity 4' is held…
Hi,
I have two list one is Local currency and other one is Reporting Currency In Local Currency I have SGD and USD but in Reporting Currency I have Local Currency and EUR as list items. The Data is coming in the Input FX Rates via the Hub and the rates are update monthly and then the Data flows into Data FX Rates modules which…
Hi team, Could you please help me with best possible way to export data from Tableau and load it in Anaplan by writing script or something. Regards, Venkatesh
Level 3 - Ask the Stakeholders Designating Sales Reps to Accounts Process QuestionsThis forum is for asking the stakeholders of the Unicorn Candy Company questions about the Designating Sales Reps to Accounts Process. The Anaplan Academy team will be monitoring this forum during US Central standard business hours. Please…
Good Day All I m looking for a sample report template on the assessment of incorporating two models into one ( like workspace optimization, impacts, and advantage ). Can anyone help to share the same? Thanks in advance.
We are looking for Anaplan end-users to provide feedback on their experiences with the Excel add-in. Interested individuals will respond to this 5-minute survey to help us understand personal needs and behavior when using the add-in. The feedback provided by survey takers is essential to the roadmap of Anaplan's products.…
The Anaplan User Research team wants to better understand the model optimization process, including view clean-up. We are looking for model builders and solution architects to walk us through the process of optimizing/cleaning models. During a 60-minute remote research session, participants will be asked to share their…
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