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Re: What is Data Management System that was talked about during Anaplan Kick-off this year?
The Anaplan Data Management System is not currently available and as such all statements below are subject to our standard safe harbour statement and are subject to may change.
The Data Management System is aimed at a technically savvy business user that is comfortable building models in Anaplan and working in Excel. They have a good knowledge of the business problem to be solved and the data that is available to do it, but are not necessarily Master Anaplanners, experts in SQL or database management. We call them Data Modellers.
Connect
Data Modellers configure connections to common on-premises and cloud source systems through intuitive interfaces tailored to the data source. Modellers will authenticate, be guided through the selection of source data defaulting to delta loads where that is supported by the source application and schedule execution. Executions will be logged to support failure alerting, monitoring, summary reporting and housekeeping.
The modeller will be able to connect to Anaplan models as an inbound data source to support inter model data transfer and reporting and analysis capabilities outside of Anaplan.
The approach is to build a connector framework into which connectors for specific data sources can be introduced quickly and without significant effort. In the longer-term partners should be able to certify and register additional connectors.
Convert
Data Modellers restructure the extracted data into the format required for modelling and planning by configuring a repeatable sequence of transforms through an intuitive graphical interface. In addition to basic primitives (filter, lookup, join, calculate, sum, union) there will be extended capabilities for OLAP such as balance and validate hierarchies, aggregation to dimension levels, and data quality and anomaly detection capabilities.
Catalogue
The catalogue exists at a tenant level and Modellers across workspaces in the tenant can consume accessible Data and Master data objects into their models. It also allows the Data Modeller to assign semantics to objects to simplify, accelerate, and automate the mapping for consumption of data into Anaplan models.
The Data Modellers will have access to statistics for objects in the library (for example where these are consumed, how frequently and recently, volatility, quality) for housekeeping and maintenance purposes.
Consume
Data Modellers will be able to create and update lists and data in their models from accessible objects in the DMS catalogue for faster model development and maintenance.
When consumptions are executed, these are logged for success / failure, data volumes, execution time and rejected data so that the Data Modeller can report on statistics of catalogue object use.
In alter releases:
- An end user can drill from the UX through to the underlying details in the DMS.
- A page builder should be able to surface accessible data from the DMS through the NUX so that this can be displayed to the end user based on them having suitable permission to that data. Combining this with the connector for Anaplan modelling allows for reporting from static plans which have been published into the DMS without a need to open the underlying model.
What the Data Management System is and what it is not
The DMS will be the solution for extracting, transforming, enriching, validating, staging, and orchestrating the incoming and outgoing data for Anaplan.
It is not:
- A replacement or alternative persistence layer for Anaplan models.
- An enterprise or generic ETL tool.
- An enterprise data lake or data warehouse, although it could be considered as a “DataMart for your planning data”.
- An alternative modelling or calculation engine, although it can transform and enrich data it does this as part of data integration and not interactively.
JohnC
Do you feel it will be good to have Supply Chain related functions ?
Since Supply chain use cases are picking up, do you feel it will be good to have supply chain specific functions in Anaplan. If yes, then kindly promote the new idea I posted.
Re: 2.3.9.3 Update Historic Volumes for Baseline Forecast
Hi,
I don't know if you have already solved this issue but if not here is some help.
So the reason it is in italics is because of the circular reference Anaplan wants you to fix the formula so it's put you back into the formula edit box for you to change the formula.
The cause for the circular reference here is the else statement, because this formula is saying if it is 'SYS01 Time Settings By Week'.'1st Forecast Year?' then take the data in 'DATA03 Historic Volumes'.'Offset Volumes for 1st Forecast Year' but this line item is not a manual input so there is no data to take. For this one because the line item is asking for the '1st forecast year' if it is not FY20 then it should 0
The formula I used, I did it as an 'if' statement rather than an 'if not' because the line item is '1st forecast year' so it is only wanting to fill the data for FY20 which is the first forecast year of the time settings.
I hope the problem has been resolved by now but if not this should hopefully help.
Re: Select the level or levels at which the summary can be applied in
Great idea, would also be helpful if you could pick the list(s) on which to apply summary. Often I see case of multi-dimensional modules were the totals are needed for one list but not the others.
Re: ITEM(Versions) : Versions is not recognized as a hierarchy in the model
I guess you might have figured out the solution but just wanted to pointed out why Anaplan doesn't accept FC2 initially. I noticed that whenever there is character other than text such as numbers or special characters, Anaplan will automatically put single quote before and after the line items. However, in Versions there is no way to point and click the version when creating the formula (same goes for list property formula), so we have to be aware to put the single quote before and after the item which has number/special character in its name.
I know it is pretty obvious but some of the new users might not be aware of this.
Thanks,
Leo
Re: I need to add new item to Tree View (General List)
Thanks Amaya, your advise resolved my issue.
Re: I need to add new item to Tree View (General List)
Good
Please check 'formula' in the Proeperties tab. There you can see where the display name come from.
Amaya
Re: I need to add new item to Tree View (General List)
Well, is this a numbered list ?
Then, you have to change value of the property to change the display name.
Amaya
How I Built It: Refreshing current date in an Anaplan model using Cloudworks
Author: Sai Bandaru is a Certified Master Anaplanner with six years of experience architecting Anaplan models.
Hello Anaplanners! In today's fast-paced business environment, having accurate and up-to-date information is crucial for making informed decisions. In this ‘How I Built It’ tutorial, I'll explore a practical and efficient way to refresh the current date in your Anaplan model using Cloudworks.
How to refresh the current date with Cloudworks
Follow along in the video as we walk through the step-by-step process of using Cloudworks to refresh the current date in your Anaplan model. Whether you're a seasoned Anaplan user or just getting started, this tutorial will provide valuable insights into streamlining your workflow and keeping your models dynamically linked to real-time information.
Key benefits
- Real-time decision making: keeping the current date updated ensures that your models reflect the most recent business context, allowing for more accurate and timely decision-making.
- Automation for efficiency: Cloudworks simplifies the process, automating the refresh of the current date, saving you time and reducing manual effort.
- Improved model accuracy: by regularly updating the current date, you can enhance the accuracy of your forecasts, budgets, and plans, leading to more reliable insights.
Conclusion
In conclusion, mastering the art of refreshing the current date in your Anaplan model with Cloudworks is a valuable skill that can significantly impact the effectiveness of your planning and analysis processes.
Questions? Leave a comment!
……….
All the 'How I Built It' tutorials can be found here.
Re: [UPDATED] Summary Calculations with the User List
thanks @rob_marshall - good to know about #2 otherwise would have to have all sorts of maddening workarounds to show those.
