Best Of
Re: 2024 Recertification Requirement Announcement: Using Workflow in Anaplan!
Thanks @BoL Agree with @andrewtye - Some observations and questions:
- Great job Dave and Leigh. Appreciate the time you took to create the demos.
- Took me just over 2 hours to complete.
- Last chapter (4) is terrific. I suspect this will just be a matter of practice to get really good at this and to figure out best practices.
- for big implementations with complex processes I can see how this can be inefficiently deployed so it's really important to use the line item method for task assignment.
Questions:
- Has this feature been released as of Oct 18 2023? I'm a tenant admin but don't have the ability to add workflow owner.
- Best practice question - should there be a rule of thumb on how many tasks should be added before you create a separate workflow? Or, should it be a goal to get as many tasks as possible that relate to the workflow into one workflow?
- How is the workflow "knowing" the date? Say, I enter Oct. 18, 2023 as the start date of the workflow. How does Anaplan know what the current date is? Is it using the system time?
Re: Forecast without PlanIQ
Hi,
You could be calculating annual forecasts in Anaplan based on rules that you prefer. For example by multiplying previous year value with desired % increase.
Re: How to obtain annual forecasts?
PlanIq doesn't provide yearly forecasts. Maybe you could try creating a monthly forecast and use yearly value from that monthly forecast?
A conversation with Shrankhla Singh — Journey | Anaplan Community Podcast
October may be Global Diversity Awareness Month, but the diversity in the Anaplan ecosystem is something we are proud of and celebrate every month! In our seventh episode of Journey, an Anaplan Community podcast, we are excited to introduce a new host to help showcase the variety of talent in our ecosystem. Bringing in new hosts represents the diversity of culture, ethnicity, and thought from around the world, is a reflection our Community, and brings us in alignment with the ideals of global diversity.
In today’s podcast, our new host Kas Gengadaren (@KasG), Anaplan’s APAC Ecosystem Manager, is joined by Shrankhla Singh (@Shrankhla), Certified Master Anaplanner and Center of Excellence Lead at NTUC Fairprice in Singapore. Both ladies are doing amazing work, and have a passion for coaching, Community, and creating an environment where employees of all backgrounds feel respected and valued.
In addition to being a Certified Master Anaplanner and CoE Lead, Shrankhla is our Community Asia User Group Leader. She has extensive experience in leading CoEs and is passionate about coaching new Anaplanners for digital transformation projects. Shrankhla understands the partner and customer journey, as she has been a part of both ecosystems and enjoys being at the customer side for now.
In this episode, Kas and Shrankhla chat about Shrankhla’s Anaplan journey, the benefits of an Anaplan Community group, working cross-culturally, her future goals, and more.
“If I have any questions — and I tell the model builders I have — if you have any questions, if you are stuck somewhere… You just put that question in Community. And I’m sure, because Community is so widespread (we have people from various regions) — somebody must have encountered a similar kind of thing. That’s the power of Community.” - Shrankhla Singh
Tune in and let us know what people and topics you would like to see in future episodes.
View all past podcast episodes here.
Re: How to convert an annual amount to a monthly amount
Yes, the lookup will work, but Yearvalue() will perform better because the lookup is already built into the function.
Re: Using Python 3 with the Anaplan API
I can't seem to get the link for Getting the Information Needed for Each Script (under the Imports heading) to work, could @chase.hippen confirm?
Thanks!
Callum
CallumW
Re: How to allow a dashboard to be filtered by many users independently and simultaneously?
You aren't going to be able to do it via a "current user" line item. In the 2nd picture, you are on the correct path in that what the user is selecting needs to be dimensionalized by Users. Also, you will need a filter on where the results is as well, and that line item needs to be dimensionalized by Users as well.
Here are the filters I have used in a model in the past
the modules look like this (I used a list I called Fake Users because not everyone defined in the model needed this functionality):
This is where I did my calculations:
and my final report:
Notice, I had "Fake Users" as part of the calc and report to make sure the proper results were rendered.
Re: 2024 Recertification Requirement Announcement: Using Workflow in Anaplan!
For those not yet looked at Workflow it's really intuitive and you'll easily find ways to implement it onto your models.
2024 Recertification Requirement Announcement: Using Workflow in Anaplan!
We're thrilled to announce our 2024 recertification process for Certified Model Builder, Certified Solution Architect, and Certified Master Anaplanner.
Being a Certified Model Builder, Certified Solution Architect, or Certified Master Anaplanner means that you’re a highly qualified and valued part of the Anaplan ecosystem! As stewards of Anaplan, our goal is to ensure your expertise stays relevant, regardless of when you were certified. Staying current with the latest Anaplan product releases and best practices will maintain your certification and enhance your expertise.
This year, the certification maintenance requirements for 2024 details that a course — Using Workflow in Anaplan — is required to be completed prior to January 31, 2024 by all Anaplan Certified Model Builders, Certified Solution Architects, and Certified Master Anaplanners. If you are not certified but still wish to complete the Workflow course, it is available here.
Certified Model Builder and Certified Solution Architect
The requirements to maintain certification are the same for both a Certified Model Builder and a Certified Solution Architect.
2024 Maintenance Requirements (valid through December 31, 2024):
- Complete Using Workflow in Anaplan (approx. 2 hours and 30 minutes)
- Completion of the Workflow training course will re-certify you for 2024
Certified Master Anaplanner
The requirements for Certified Master Anaplanners (CMAs) to maintain certification include maintaining your certification as a Certified Solution Architect and completing the CMA contribution activity requirement. CMAs may read more about the contribution maintenance requirements here.
2024 Maintenance Requirements (valid through December 31, 2024):
- Complete Using Workflow in Anaplan (approx. 2 hours and 30 minutes)
- Collect the required contribution activity points prior to the end of the year
- Need points still? Please email masteranaplanners@anaplan.com
- Need points still? Please email masteranaplanners@anaplan.com
- Completion of both the Workflow training course and your required contribution activity points will recertify you for 2024
- Questions on your status as a CMA should be directed to masteranaplanners@anaplan.com
For general questions, please reach out to academy@anaplan.com, or leave a comment!
Please note: We are excited to announce that the Japanese version of the course will be available soon! 🇯🇵
BeckyO