Best Of
Re: Is there a way to change which browser is used by Excel Add-in for SSO authentication?
@KirillKuznetsov - thank you for your reply and trying to get some attention to this issue.
I connected with Anaplan support yesterday and found a workaround that works (for now), though it is not ideal. The workaround was to insert a line into the Settings.xml file found in %LocalAppData%\Anaplan\ExcelAddIn\4.4 to enable a feature named "EdgeLegacy" — however I suspect this is a duct tape fix that works for now, but I don't think will be sustainable.
I'd like to see the next update of the Excel Add-in to allow user to specify which browser to use as an option in the Authentication settings rather than solely relying on an embedded browser — hoping this is possible!
Zak_G
Re: April 2024 Community Member Spotlight: Kirill Kuznetsov
The name of this parrot is Ricky. It is my nieces' bird. But I have a dog called Darwin - a black English cocker spaniel.
Thank you for your feedback. It is very important to me!
Re: Character limit of 60 on Anaplan code - Possible solution to address the issue required
If that is the case, then concatenation is the only way to go. To get around the 60 character limit, have you thought about having an "Anaplan" code? This is how it would work...In your flat lists, you would have the real code from the source system. In the SYS Properties module for that list, you would have an "Anaplan" code to which you would use for the hierarchy code. For example, in your Product Category Flat list, say a members code is 1000000000009, but in Anaplan, the "Anaplan" code would be 10. The SKU flat list, a member from the source could be 20000009, but in Anaplan, the "Anaplan" code would be 20. So, in the Anaplan hierarchy, the code would be 10_20.
And if you needed to export the data out of Anaplan, then you could always refer back to the flat list to get the true source code.
Hope this helps,
Rob
Re: ALM enabled between 2 Dev models linking to the same Production Model
@PujithaB @Yehya123 - I was looking at the conversation going on above.
@PujithaB - The option 1 which you suggested is suitable , the only thing we can do is to inform the end users that will be taking the model offline for sometime so that @Yehya123 and team promote their changes to new Prod Model. This model offline activity can be performed during the month end or when the users are not actively using the system. We must inform the end users about the same.
Option 2 is good but as @PujithaB mentioned you will lose dev history, that is the only concern.
Re: Edit user profiles for name and new email
Any status update on this? We have a couple names that need to be changed and it will take significant time to populate their history if we need to add a new user.
Additionally, I would love a 'reorder' button for users like there is for Modules.
rrist
Re: ALM enabled between 2 Dev models linking to the same Production Model
Hi @Yehya123
It should be always one DEV and Multiple Prod Models because when you sync from Dev Model, Sync from UAT Model will be lost since DEV and UAT models will not be structurally same in above case.
Regards
Pujitha
PujithaB
Planual Explained - Day 14
"Rule 2.01-15": Article 2, Chapter 1, and Rule 15 – “Filters in separate modules”. ” Try and keep filters in separate System modules. They can then be reused for different modules. In the notes section list where this filter is used to prevent accidental deletion”. It goes against Auditable & Necessary elements of PLANS if you wish to go against the rule
Here is how it was done in Pre Planual Era: Filters applied on any modules used to be created & kept in the same module. Filter used to be module specific meaning if there was ever a need to display current month figures again, another line item with the same formula used to get created. A module having a timescale of one full year including quarter totals and full year totals being filtered upon Current Month.
First Module:
Second Module:
What is wrong with this method? It is unnecessary to make filters module specific. Two line items have been created in two different modules to do the same thing. It also becomes tedious to audit each and every filter for every module
Here is how it should be done in Planual Way: Create centralized filter modules and then reference the filters throughout the model. In our example it is recommended that we create time filter module which can be referenced in almost every module as and when needed.
Caution: Filter line items, when used, are not being documented in the model if they have been referenced anywhere. For example below line item from Time Module has been used as a filter.
But the filter line item shows it has NOT been referenced anywhere. Although it is true that it has not been referenced in any other line items but the fact is that it is still in use to filter other modules.
Hence in order to avoid accidental deletion of such line items, it is highly recommended that you add notes to such line items
Misbah
Re: Planual Explained - Day 14
Maybe we should suggest that references to filters should be added to Anaplan. Same as Saved Views. It's very useful to know where an item is being referenced.
Re: April 2024 Community Member Spotlight: Kirill Kuznetsov
Finally! Been waiting for this spotlight for quite some time. Great to hear your story @KirillKuznetsov and thank you @becky.leung @GingerAnderson for these continued stories. Bravo!
April 2024 Community Member Spotlight: Kirill Kuznetsov
This month we are thrilled to feature @KirillKuznetsov as our Community Member Spotlight! Kirill has been active in the Community since 2017, a Certified Master Anaplanner for the last four years, and is currently a Community Boss. You can find Kirill supporting members with answering questions (he has over 570 comments!), as well as contributing new ideas and content over the years. Behind the scenes and within Community, Kirill is frequently sharing incredible feedback and suggestions to help improve our overall Community experience! Learn more about Kirill's Anaplan journey and impressive contributions below.
About Kirill
We asked Kirill about his background and history with Anaplan. Here’s what we learned!
I started my Anaplan journey at DIAGEO as part of the Anaplan Center of Excellence team in the BAU department in 2017. During this time I learned about good corporate culture and honed my proficiency at every level. The first day when I got through my Anaplan 101 course I instantly fell in love with the platform.
Managing over 20 different models, both geo- and process-specific, has provided me a broad perspective of what can be built with Anaplan. With such great examples of use cases and builds, I had the best foundation for growth. By building and supporting live models I gradually developed more experience and knowledge.
Today, I am currently the Leading Anaplan Expert at Planingo. Everyday I learn about a whole variety of industries and their planning processes. I help our clients excel in their potential and performance.
We asked Kirill a few questions to get to know him.
Please share an Anaplan success story you’re proud of.
I recently worked on a project where I helped restore a client's faith in Anaplan as a viable solution. When our company was brought on board to support, the client was losing motivation to use Anaplan due to several issues. Although the dashboards appeared well-designed and the UX was acceptable, the underlying structure was far from ideal. The model was plagued with numerous problems, including:
- Excessive model size, already reaching the workspace limit of 130 GB
- Over 2,000 modules with an average of 20 line items each
- Lack of naming conventions for easy navigation, analysis, and communication
- Overcomplicated list organization
- No clear dataflow
- No ALM
- No documentation
These problems led to slow product development and expansion, as well as numerous bugs, which in turn affected the planning team. My initial goal was to optimize the model according to best practices.
The client planned to copy the model for the next financial year and purchase another 130 GB workspace. I requested an Open Model Analysis, which revealed that the sparsity level could be optimized. Despite being hired to build a new report on top of the existing model, I prioritized addressing these issues first. In addition to completing the report on time, I brought my colleague into the project to manage the technical optimization while I focused on the report. By the time we had to make a model copy for the new financial year cycle, the model size had been reduced to approximately 30 GB, a significant improvement from the original 130 GB.
Please share something you can teach about Anaplan — any tips and tricks you'd like to highlight?
- Don’t be afraid to ask questions. Anaplan can be tricky, not only for newbies but even veterans. Always remember that the Community is a great place to find the answer if you are stuck!
- Build with shorter formulas, but with more line items. This is very helpful for auditing, transparency, performance, and flexibility. You will always have a chance to optimize them later but at least while you create new module or block — don't underestimate this rule.
- Save yourself time in the future by building attribute modules right after you create a new list. You’ll thank yourself later.
- Use hotkeys such as Shift+Ctrl+Space to switch between data and blueprint view and many others.
What do you enjoy about the Anaplan Community?
I appreciate the respect and the openness of the people here. The Community helps members stay sharp by knowledge and experience-sharing through Anapedia, Planual, Forum, and Groups. I love how everyone is involved in shaping the Anaplan platform through Forums, Idea Exchange, User Research Program, etc. All of these sections of Anaplan Community are obviously nothing without people living and interacting with each other. I am so happy to be able to connect with others in the comments and meet at live events when I have a chance.
What is one important skill that you think everyone should have?
Listen to yourself, to be able to hear the people around you. This means understanding yourself and being open to hearing your inner voice. Only by accepting yourself, your desires and fears, can you hear others.
…..We hope you enjoyed learning more about Kirill in this month’s Community Member Spotlight. Thank you, Kirill, for being an outstanding Community contributor and advocate!
Check out Kirill's Community content:
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