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CLOSED: We'd like your feedback on download and device policies
This study is now completed. We are looking for Anaplan customers for a research session on download and device policies at your company. We’d like to understand how downloads and device governance currently works at your organisation, how this might affect your Anaplan experience regarding Extensions or Anaplan's mobile…
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SUM and LOOKUP for Retail
Hi Retail Team! Here's a handy cheat sheet for how to use SUM and LOOKUP using a retail use-case. I provide the use case and then implement it in Anaplan. I also use D.I.S.C.O using system modules so you get the best practice. Use Case 1 - Lookup User Story: SVP of Store Operations wants to provide top down guidance to the…
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July 16 North Central User Group - Rockwell Automation - Presentation
July 16 North Central User Group - Rockwell Automation - Presentation
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July 16 North Central User Group - Rockwell Automation - Presentation
July 16 North Central User Group - Rockwell Automation - Presentation
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UX update - Maximise card and model loading message
Two great new updates have just been released to the UX. Maximise Card: You can now maximise a card on a Board to fill the full screen. This allows the user to focus in on the area that is relevant to their needs, whether that be more detail on a chart or filtering and drilling down on a grid. See video below for an…
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Welcome! Get started here
Hello, and welcome to the Financial Services User Group! We’re glad you’re here. We (your group facilitators) are here to help you as best as we can, so please reach out at any time. Use the Forum to ask questions and start new discussion topics. You can also tag us on a post or send us a private Community message.…
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July Office Hour Follow Up
Hello Leaders, Thank you to those who were able to join us today during our monthly office hours. If you were unable to attend, here is a recap of our two important announcements. * We are officially rolling out a new solution for virtual events, called Bevy Virtual. This will provide a smoother experience for both you and…
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Notify Action has gone LIVE for all customers!
🎉Exciting news! Notify action already available!!!🎉 Updated demo video including recipient email and mobile deep linking! Facilitate smooth handoff of work* Configure static recipients for a notification Engage users and draw them into platform* Set the destination page, drawing users directly into the right place Notify…
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Insurance and Financial Services Community Chat
A community for our users in the Insurance industry to exchange ideas, ask questions, and share solutions.
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Don't Forget to Register!
~ Reminder ~ Register now for your July Office Hours. Once you are registered you will receive the virtual link to join the meeting, so be sure to register before you attend. During the event you will experience the new Bevy Virtual functionality and we have an exciting announcement to share with all of you. We hope to see…
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Industry Led Forums
I have been approached a few times re. industry specific user groups and forums and wanted to gauge some feedback here on how popular this might be and how we could best facilitate. Would love to get some feedback from you on this topic so just add your comments to share your ideas. The first and easiest idea I would like…
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Product Roadmap Live - August 2020
Product Roadmap – Thursday August 13th, 11.00am: join us for this 1 hour session as we walk you through some of the key areas currently identified on the Anaplan Product Roadmap. We are excited to share some of the upcoming developments and get some thoughts going on taking your own platforms to the next level. Register to…
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Subscribe to the Hong Kong User Group
Hi all members, Please don't forget to subscribe to the user group to stay updated with any future events and discussions! You can click on the Options on the user group webpage to do so.
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[CLOSED] We'd like your feedback on setting up and scheduling data integrations from within Anaplan
CLOSED: This study is now fully booked. We are looking for Anaplan users for a 60 minute research session on setting up and scheduling data integrations from within Anaplan. This research is open to customers and partners, particularly those who: * sometimes need to set up or manage integrations between Anaplan and other…
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POLL: What's your favorite functionality within the New UX?
Tell us about what you are loving in the New UX? A. Insights Panel within Worksheets B. Mobile experience C. Forms to create list items D. Ability to bring together multiple models within a single App E. My Pages (end user customization) F. Other…
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NUX update: Gantt chart already available!!!
Gantt chart A Gantt chart displays project tasks across a timeline. This provides a visual cue on the progress and status of each individual task. A Gantt chart can help you to organize workloads. Its bars display the statuses and dependencies of project tasks. This reveals the progress of the project, as well as any…
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Anaplan Merchandising Content Update
Hey All, just updated our website with more merchandising content. https://2hn9my41c3ib340pet2h4da5-wpengine.netdna-ssl.com/wp-content/uploads/2020/06/anaplan-for-merchandising-datasheet-june-2020.pdf
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Schindler Elevator Customer Story
NY User Group Members, I want to share a recent webinar that was presented by a local NY customer, Schindler Elevator, and encourage you to take some time to tune in and check it out. Summary: The elevator business is complex, and profitability requires informed financial decisions. Learn how you can lead your organization…
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CLOSED: We'd like your feedback on building New UX pages
This study is now fully booked. We are currently looking for Anaplan users to provide feedback on building New UX pages, including across devices such as mobile or tablet, for a 60 minute research interview session. This research is open to customers and partners who have built pages in the New UX. Sessions will take…
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UX Live workshop - August 2020
Join our interactive workshop to learn how Anaplan’s new UX can connect your people in the right places at the right time—across devices and solutions—for a digital planning experience unlike any other. Bring your laptop and get hands on as dedicated experts guide you through Anaplan’s new user experience (UX) to help you…
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[30 minutes | Feedback call] CLOSED: See bits of future Excel add-in 4.0 and give your feedback!
We are currently recruiting for quick 30-minute feedback sessions with Excel and/or PowerPoint add-in users. We'd like to talk to anyone using one of our Microsoft Office add-ins, including Anaplan employees, partners and customers, including model builders, contributors, analysts, managers who are creating connections,…
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July 2nd Pac NW User Group Presos!
Hi All, Thanks to all of those who were able to attend last week's User Group. For those who couldn't be there we had a 27 people representing 12 different companies on the call. Matthew Kuo gave a preso on best practices for managing Import/Export Actions (see attached). And Kait from Anaplan Gold Partner Spaulding Ridge…
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Released in June - Anaplan platform updates
All exciting updates of June: KPI Cards Sparklines, Share a Page, Drill-down, Mobile app updates and big plans for July! Please have a look on it! * Released in June * Streamline collaboration with your colleagues * Visualization updates * Find what you need on the go with the mobile app * Improvements to the new UX *…
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New UX Role Comparison: Page Builder/Model Builder/My Pages
Hello, here is a good article about what is the difference between roles: Page Builder/Model Builder/My Pages Have a quick look on it! Here is a quick comparison of the differences between Model Builder (Workspace Administrator), Page Builder, and MyPages capabilities. It may be helpful when determining a cohesive strategy…
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ANNOUNCEMENT: Q2 Check-ins Update
Happy Friday! It’s almost July, can you believe it? We hope all of you are doing well and are looking forward to the time off next week. Given the holiday week approaching for some of you, and since you have all been doing a wonderful job with virtual events and engagement, we have decided to take a different approach to…
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Leveraging Anaplan to Solve Business Challenges
Greetings my fellow IT enthusiasts! I'd love to understand what each of you are currently working on from a modeling perspective. What problems are you trying to solve? What challenges do you have? Is there something on your Anaplan road map that you are really excited about? Hoping this dialogue can help spark some…
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North Central Virtual User Group - Jluy 16th, 3:00 - 5:00 PM
We invite you to join us for our next “North Central” virtual User Group event on July 16th! User Groups are a great place for you to join other Anaplanners from different industries and functions within your region. Hear about upcoming features, learn best practices, and share tips and tricks to sharpen your Anaplan…
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Quel type d'utilisateur pour Anaplan Connect ou Rest API ?
Bonjour, J'ai souvent la question si on doit utiliser un utilisateur avec un droit 'WS admin" dans les scripts pour Anaplan Connect (AC) ou en Rest API. La réponse est : pas obligatoirement. Dans 90 % des cas si les actions importent des données dans des modules ou des items dans une liste, un utilisateur avec un droit…
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[10 minutes | survey] CLOSED: Excel and Powerpoint Add-ins Survey
This study is now closed. We will be sharing the results with you in this group soon. Improve the installation/upgrade process for Anaplan's Excel or Powerpoint Add-ins by taking a survey. The survey will only take a few minutes of your time, and will help us to ensure we are creating the best experience possible. This…
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[2 minutes | Writing] CLOSED: Add-ins/add-ons/extensions?
We have identified an area for improvement in the naming of our product. We know that: * Microsoft uses "add-in" hence PowerPoint add-in and Excel add-in * Google uses "add-on" hence Google Sheets add-on How should we call our range of add-ins/ons? Our suggestions: * Add-ons for third-party products (this is the current…
