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St. Thomas PowerPoint Presentation - User Group Meeting August 20, 2019
Attached is the PowerPoint presentation that Nora and I shared during the user group meeting on August 20,2019.
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Join us in Texas for our Anaplan User Group in Houston and Dallas!
Anaplan is hosting two user groups in Texas in October 2018! Come Join Us! On October 10th, 2018, in Houston, Texas @ WeWork Office Galleria On October 17th, 2018, in Plano, Texas @ Anaplan office Come join us in Houston or in Dallas for three hours of Anaplan information-sharing, some good food and drinks, and great…
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Формулы MOVINGSUM, TIMESUM
Добрый день! У меня такой вопрос относительно формул MOVINGSUM, TIMESUM. Если используешь данные формулы для суммирования и вводишь параметры суммирования по периоду руками (Константы) то формула работает корректно. А если применяешь line item с числовым значением для суммирования по каждому SKU он (временной диапазон) для…
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Looking for kudos
At Tata Steel we regularly submit ideas for new Anaplan features to the idea exchange. Here is one looking for kudos: https://community.anaplan.com/t5/Idea-Exchange/Synchronization-of-list-clusters/idi-p/50910
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New Registration Page!!
Hi Guys, Going forward all events will be posted to the below link. This is also where you will sign up to the event and see the agenda, which I have now set out in a structured way: 1. Presentations 2. Meet & Greets 3. Attendee Agenda items 4. Problem solving https://usergroups.anaplan.com/modelers-forum-uk/ This should…
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Welcome!
We know introduction threads can get a little awkward, so here are a few questions to help you get started: * How did you find the Anaplan community? * What specifically are you working on at the moment? How can your fellow Community members assist you? * What goals do you have for your participation in this group?
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Cost Allocation Methods in Anaplan
How many of you have developed, are using, or plan to develop and use a cost allocation model? I built a system for the allocation of our internal service funds as part of our annual budget planning model, including allocation statistics and Salary and Wage analyses, and am now working to complete the ICAP/General Fund…
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New Higher Education Group
Hello, everyone! This is a quick notification that we have merged the old Higher Education group with this newly-relaunched Higher Education & Public Sector group. If you were a member of the old group, your membership has transferred here, along with all forum topics from the old group as well. The original group has been…
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Chicago User Group: 8.06.19 post-event survey
Hello, everyone. Thanks to those of you who were able to attend the Chicago User Group on 8.06. As you may have noticed, we have rolled out a new events registration process and platform, and we're still working out the bugs. We apologize for the broken post-event survey link that went out following the event, and for any…
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Registration link available - DACH User Group (Frankfurt, September 17)
Hi! The registration link is now available for the user group: here. You can also find it in the upcoming events on the right side of this page. Please follow the steps in the registration page; you will also have a chance to mention the topics you would like to discuss at the event. Looking forward to seeing you in…
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Opportunity to learn more about Anaplan Centers of Excellence with Chris Weiss!
We are proud to announce that our very own Chris Weiss will be holding two half-day open forum sessions on Wednesday, August 7th at WeWork in downtown Boston. As the lead of Anaplan’s global strategy for customer Centers of Excellence, including strategic oversight of the Master Anaplanner program, Chris will be answering…
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Link between Process Categories
Hi, We are facing issues while linking one process category with another in process builder. May I know source of connecting different categories with each other for Connected Planning between the models. Thanks Pankhuri
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Process Builder
Hi In Process Builder may I know why to use Assign to Lists in creating steps while assigned user can view all lists in dashboard and also I am Unable to get Rule icon. Can you please provide me with solution Thanks Tejaswini
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View dimensions
You can view which dimensions of your Google worksheet are assigned to rows, columns, or pages. Only the connection owner can use Preview to view the connection dimensions. If you are not the connection owner, the Add-on features are grayed out, and a message displays the name of the connection owner in the sidebar. If you…
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View and edit Anaplan data in Google Sheets
Once a Google worksheet has been connected to an Anaplan module, the data is displayed in Google Sheets. You can view and work with your data in the familiar Google Sheets environment. The Google Sheets Add-on enables you to create either a read-only connection or a read-write connection between Google Sheets and Anaplan.…
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Uninstall the Google Sheets Add-on
Remove the Anaplan Google Sheets Add-on from your browser. To uninstall the add-on: * In Google Sheets > Add-ons, click Manage add-ons... The Add-ons dialog displays. * In the row labeled Anaplan Google Sheets Add-on, click Manage. The Manage drop-down menu displays. * Select Remove. The add-on is uninstalled from your…
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Sign out of the Google Sheets Add-on
Sign out of the Anaplan Google Sheets Add-on to stop accessing your Anaplan modules via the add-on. You can still work with your data in Google Sheets, but you will need to sign in again to refresh your connection or create new connections. To sign out: * Click Sign out in the Anaplan sidebar. The Anaplan sidebar remains…
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Sign in using standard Anaplan login details
You can sign in to the Google Add-on using the same email address and password that you use to sign in to Anaplan. You must use the same email address for both your Anaplan and Google accounts. The first time you sign in after you install the Add-on, you'll need to select the authentication type for the Google Sheets…
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Sign in to Google Sheets Add-on
You can sign in to the Google Sheets Add-on using your Anaplan log in details or Single Sign-on. Once you sign in, you can use the add-on to access data from your Anaplan modules in Google Sheets. You must use the same email address for both your Anaplan and Google accounts. The first time you sign in after you install the…
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Show and hide the sidebar
You can hide the sidebar for the Anaplan Google Add-on to view more of your worksheet, or show the sidebar to display the add-on menu options. You must show the sidebar before you sign in to the Add-on for the first time. If you sign out, you can show and hide the sidebar just as you would if you were signed in. When you…
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Settings
Use Settings to configure how the Google Sheets Add-on works with Anaplan. You can configure your worksheet to determine whether it inherits Anaplan cell formatting and styling. You can also reset the authentication type to switch between using your Anaplan username and password or Single Sign On. Only the connection owner…
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Select authentication type for the Google Sheets Add-on
Choose whether to sign in to the Anaplan Google Sheets Add-on using your standard Anaplan log in credentials or Single Sign-On. You need to install the add-on before you select your authentication type. If this is first time you sign in after you install the add-on, the Authentication Type Selection dialog displays…
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Rename columns and rows in a worksheet
You can rename any columns and rows that you've manually inserted into a worksheet by clicking on the header cell and typing the new name. However, if you want to rename a row or column that has been imported from Anaplan, you must edit the value using the Google Sheets formula bar. The Google Sheets formula bar displays a…
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Refresh a connection
You can refresh a connection to update a single worksheet, or an entire spreadsheet, with the latest data from Anaplan. If you want to update Anaplan with your changes, perform a Send and refresh instead. Note that you can only send and refresh a read-write connection. You can configure whether refresh includes Anaplan…
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Install the Google Sheets Add-on
Install the Anaplan Google Sheets Add-on to your browser. You need a Google account and access to Google Sheets. We recommend using Chrome as your browser for the best experience. To install the add-on: * In Google Sheets, click Blank to create a new sheet. * Click Add-ons > Get add-ons... * Select Anaplan from the…
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Install and uninstall the Google Sheets Add-on
The Anaplan Google Sheets Add-on is browser-based and can be installed via the Google Sheets Add-ons menu. The add-on is available from the Add-ons menu in Google Sheets and you don't need to download anything to your computer to install it. To get the most of the add-on, we recommend that you use latest version of Google…
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Google Sheets Add-on
Use the Anaplan Google Sheets Add-on to create a connection between an Anaplan module and a Google worksheet. This enables you to work with your Anaplan data in Google Sheets. The Add-on is part of your Anaplan subscription — no additional subscription is required. Connect Google Sheets to Anaplan When you create a…
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Create a new connection
You can connect a Google worksheet to an Anaplan module. This enables you to work with your Anaplan data in Google Sheets. Make sure you're signed in to the Google Sheets Add-on before creating a connection. By default, new connections are read-only. However, you can create a read-write connection. You can use read-write…
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Considerations
The following considerations may affect your use of the Anaplan Google Sheets Add-on. Browser limitationGoogle Chrome is supported for the Anaplan Google Sheets Add-on. Other browsers are not supported.Same email address requirementTo sign into the Google Sheets Add-on, you must use the same email address for both your…
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Connect a Google worksheet to an Anaplan module
Create a connection between an Anaplan module and a Google worksheet. You can work with your data in that worksheet, or clone the connection to work with your data in a new worksheet. You can connect each worksheet to a different saved view, and you can connect each saved view to more than one worksheet. Model builders…
