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Build: View Designer page creation actions
https://play.vidyard.com/92q5J3AJBffSq7rRf5NreX.html?
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Design: Utilize customizable hex color codes for your charts within the UX
https://play.vidyard.com/a8nQUR5myrub717DTEk74X.html?
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Build: Using custom views for flexibility
https://play.vidyard.com/HH5yDmAQ5TKgtFxFZXmL3p.html?
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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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Applying "transparent" conditional formatting in the UX
When we apply conditional formatting to a grid in the UX, there is no option to set a transparent color. However, with some creative use of specific color codes, we can simulate the transparent effect. I will focus on two specific cases below: editable cells and read-only cells. Both of these cases follow the same approach…
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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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[Part 1] Validating user input in Anaplan: Approaches and challenges
Pros/cons of common approaches Common approaches: Examples Error logic User experience Example 1: Simple error messages Example 2a & 2b: Nested IF statement Example 3: Concatenation of multiple error messages Example 4: Separate errors for each line item Wrap-up of Part 1: Summary of common (sub-optimal) approaches…
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Personas: Rights management for Pages
https://play.vidyard.com/usM3gkXyit7YKPEnAAssfA.html?
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Automate current date import using Power Automate
As you all know, Anaplan cannot display the current time from a function, so it needs to be imported into a module by an import action. As described here it can be done via Python: Import and automate current date import to Anaplan. I would like to to show you an easier way of doing it when your organization has access to…
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Get to know the model experience as an end-user
Welcome to the Anaplan modeling experience (MX)! The Anaplan functionality you know and love, with a modern look and feel and simplified, intuitive navigation. In February 2023, the updated model experience became the default for all users. In April 2024 the ability to toggle back to the old classic experience will be…
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Use Power Query in Excel to leverage the power of the Anaplan API
When working on our quality assurance items, we realized that one of the items that could go wrong in our regular data loads was that the lists loaded to our data hub could be empty. We had to figure out a way of monitoring this in a simple and straightforward manner. So, I decided to go for the combination of Excel and…
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How to SUM using a dummy list
What is it? This article explains how to SUM, SUMIF, and use other aggregation methods using a dummy list rather than Anaplan’s native summary functionality. Why is it useful? Anaplan's native summary logic is simple to use, elegant, and effective. However, sometimes it results in bloated modules that use up workspace…
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OEG Best Practice: Anaplan Performance Triangle
Building well performing models is a balance between the complexity and functionality of a model versus the number of concurrent users. If you have seen software development / project management triangles, where scope, time and cost control quality, this will be familiar. It is a good way to show the constraints of any…
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Evolve your Anaplan ecosystem with enterprise governance
In this article, you'll find resources to support evolving your Anaplan ecosystem with enterprise governance. This broad topic was covered in depth during Anaplan Live! 2022 — including focused discussion on Centers of Excellence; model governance; workspace architecture; data hubs and data integration; build and…
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UX transition workshop: Anaplan Live! 2022
In this article, you'll find UX transition key insights and actionable takeaways to apply in your specific context. As shared during Anaplan Live! 2022, we've curated a list of recommended resources from across Community to provide a consolidated view to support your UX transition journey. Refer to the attached…
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Get started on connected data architecture
In this article, you'll learn about the different integration options in Anaplan and discover how to leverage them to maintain and automate your ecosystem. Then, learn about data hub best practices and how to operationalize your connected architecture best. Here you'll find a consolidated view of useful links and key…
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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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Build: Focus on your power users first
https://play.vidyard.com/m5KnMxTZfSQGaxxuuhm8EF.html?
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Design: Create a style guide
https://play.vidyard.com/tnug5LhscRCWVRStrBu5Kj.html?
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End user features: Using the content menu
https://play.vidyard.com/RworWqETd9jsaGq9GGLonE.html?