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Top Level Item and Parent Hierarchy
Lists in Anaplan have two main settings related to how data is aggregated: * Top Level Item * Parent Hierarchy They may both be set on the “Configure” tab on the List settings screen. Top Level item This list has been set to have a top level item, “All Regions.” When used in a module, the top level item contains the…
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[Part 1] Removing users in bulk: Approaches and challenges
* 1. Which users do you want to remove? * 2. What do these users currently have access to? * 3. What level of removal do you need to perform? * 4. How will you go about removing the users? * Users tab * User administration * SCIM API Script * Conclusion * Additional resources There are several things to consider when…
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Build: Forms
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Workarounds To Sum Data While Using NONE as Summary Method Within Source Module
As the Anaplan model size capacity has recently grown from roughly 18 billion cells to 100 billion cells with the introduction of HyperModel, it is still important to structure models efficiently, while creating as little 'wasted space' as possible. The Planual states that the Summary Method for most line items should be…
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Using Show and Hide on non-nested grids
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End User Features: Auto Refresh vs Manual Refresh
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In-app help for end users
A customer recently asked me, “What ease of use features are available in the Anaplan user experience (UX) to help drive end user adoption and engagement?” The customer was about to roll out Anaplan to a large number of first-time Anaplan stakeholders and wanted to do everything possible to ensure excellent end user…
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Design: Design for your end users
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Build: Using the Dashboard Import Tool to migrate from Classic to UX
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[Part 2] Using line item subsets for dynamic error messages for user input validation
* Step 1: Create a module for your error messages * Step 2: Create your line item subset * Step 3: Create a System module to store metadata associated with the validations * Step 4: Create a module and use COLLECT to summarize error information * Step 5: Create an Output module to display the error messages and other…
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Design: Use shapes and icons
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[First Look] Pages Interface: Modules
Feature: Pages Interface for Modules Release Date: September 2022 Impact Assessment: Better alignment with UX pages What is changing? A new tab is available in the Admin screen of the Pages interface called Modules, which lists the modules used on that page. Those names can be selected and will open the modules as a new…
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Untangling Anaplan time mapping in imports
There are four cornerstones in The Anaplan Way, with data being one of them. We all know that we should spend at least 1/3 of the project time on data alone because this is the cornerstone that we have no control over, and it needs to be thoroughly investigated and understood. One of the important things to consider about…
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End User Feature: Show and Hide options within the content menu
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Management Reports: Table card formatting options
With the introduction of the table card in Management Reporting, you now have several formatting options available to determine how you want the table and data to appear on your report. This article will guide you through those options and guide you on when to use them. When looking to format the appearance of your Table…
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OEG Best Practice: Blueprint analysis: Model analysis techniques using Excel
What? A model analysis technique using metadata from your Anaplan model imported in to Excel, utilizing purpose-built formulas to identify line items of interest Why? We do this so that we have some extra information with which to arm ourselves when trying to optimize a model. It lets us look at every line item, apply the…
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[First Look] Tab Split View
Feature: Tab Split View Release Date: September 2022 Impact Assessment: Optional Change What is changing? A tab split screen (view) will now be available for both Workspace Administrators and End Users. This functionality is comparable to the undock feature in the classic experience. What are the benefits? With the tab…
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[First Look] Enhanced Object Search
Feature: Enhanced Object Search Release Date: February 2022 Impact Assessment: Quicker navigation & model building What is changing? The new Search functionality is a new and centralized way to explore model objects and simplify how you navigate throughout your models What are the benefits? A single search will find…
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[First Look] New Features in Modeling
Introducing new modeling features If you are looking for a brief overview of the new features available in modeling or the modeling experience, you have come to the right place. In this article, we will add links to new model building features and provide an overview of the essentials of the functionality. When possible,…
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Design: Utilizing all page types within a model
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OEG Best Practice: Import action management best practices
An import action section can quickly become disorganized, making ongoing management challenging. Learn why this happens and explore steps to take to prevent this from occurring. Import action section: why does it become disorganized? Anaplan saves every import action that you perform, no matter what. For a new build, the…
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Anaplan SCIM APIs in Postman
WHAT IS SCIM? System for Cross-domain Identity Management, is a REST and JSON-based protocol open standard created in 2011 that allows companies to securely automate the exchange of user identity data between an identity provider, such as OKTA or Azure Active Directory, and an enterprise SaaS application, such as Anaplan…
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Build: Data Write
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Design: Publish worksheets when appropriate
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Headcount alignment playbook
Table of contents: * Problem statement * Proposed solution * Stakeholders and responsibilities * Data sources and integration * Return on investment * Conclusion Problem statement Anaplan has had challenges getting our finance, human resources, and sales teams on the same page of what our headcount is and what our…
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Build: View Designer page creation actions
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Design: Utilize customizable hex color codes for your charts within the UX
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Build: Using custom views for flexibility
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Suppressing zeros in line charts
Problem statement Solution options Line item format setting: Zero format Chart configuration: Trailing zeros Suppressing all zeros in line charts with NaN Conclusion Additional resources/credits Problem statement Let's consider plotting a line chart for the following data set: For this example, I want to exclude zeros from…
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Updating an import source file
Introduction The process to update the source file for an import action is not obvious—but it is simple. There are a number of reasons you may wish to update an import source file, and I have listed some below: * Adding or removing fields from your source file and target list or module * Changing the format of specific…
