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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

1. 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.
2. Automation for efficiency: Cloudworks simplifies the process, automating the refresh of the current date, saving you time and reducing manual effort.
3. 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!

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All the 'How I Built It' tutorials can be found here.

Here is a link to a downloadable PDF for all of 2023 Product Releases]

2023 Product Releases

@saglago that is fascinating, I definitely forgot about that specific functionality of Versions!

For reference, here is the mini lesson on that functionality: https://community.anaplan.com/kb/articles/63612-edit-from-edit-to

It is useful for whenever input data has the Versions and Time dimensions - if you need to lock version data that is not on the time dimension, then you would need to use Dynamic Cell Access or some other method.

Author: Noah Jackson is a Certified Master Anaplanner and Principal Data and Insights Architect at Anaplan.

Hello Anaplan Community! I’m excited to share this ‘How I Built It’ video with you.

In this tutorial, I walk you through two types of actions that you can add to your Anaplan processes to improve your data access control and validation:

• A “Lock” action and an “Unlock” action that you can use to easily toggle access between different steps of a process.
  
• A “Data Check” action that we will set up to intentionally fail and halt the process when further action is needed.
  

In my sample model I use the “Lock / Unlock” actions to allow a non-Admin end user to import into a table for which they should generally have read only access. I use the “Data Check” action to draw attention to when a new product is added and requires a decision point, which avoids having to re-run imports and reduces the risk of missed steps.

I think these concepts and some of the tips and tricks I cover could be useful in all sorts of contexts; leave a comment if you see something that you think might fit in your models!

Happy planning!