Reporting and Analytics

Workaround for Parent Child Relationship for Boolean Lookup
Hello, I am trying to do a workaround where I am not able to directly map a Parent and Child relationship but the users would want to be able to alert owners of a subsidiary account living in a different territory that they want that subsidiary to follow their HQ account. A specific example would be: Account 1 HQ has 4…
Excel Add In - Choosing the level while pivoting/filtering
Hello, Can I choose the level under particular dimension once creating the report in Excel Add In? I cannot find it easily. There is a such option directly in Anaplan for example under MyPages. The example: There is a product list assgined to different level of hierarchies (SKU - Planning SKU - Brand Quality - Brand) - in…
Best practice for building a P&L with custom summary levels?
Hi, What is best practice for building out a P&L? The P&L applies to an existing list L2 GL accounts however, there are additional summary levels (ex. total travel) and calculations (gross margin, net income) that dont exist in the L2 GL account list but are required for the P&L report. See picture for example of…
How to get Export output in json format?
Hi all, I am running a download API in logic app to get a list of my exports, i am able to get the result, but its in octet-stream format while i want the data to be in JSON format so that i can create a blob file with it. Any ideas how i can achieve this, also the Apiary links says that my result will be in JSON format…
Financial Year + Calendar Year Reporting
Hi - looking for some thoughts on how best to support financial reporting in Anaplan where there's a requirement to faciliate financial year reporting (Jul - > Jun) and calendar year reporting. By default, we use a financial year (Jul - > Jun) timescale and as far as I'm aware, there's no feature to apply a different basis…
Key metrics for effective sales performance management using Anaplan
Author: Einas Ibrahim, Finance and SPM Consultant and Certified Master Anaplanner. In the world of sales, tracking and analyzing key metrics is vital for assessing performance, identifying areas for improvement, and aligning sales strategies with business objectives. Anaplan is a leading Sales Performance Management (SPM)…
Static Column Width & Autofit - the Minimum Column Width Idea
Column Resizing! It is finally here, the folks looking at large numbers will be able to see the entire number. I am clearly excited after 4 years this finally came out. This enhancement is regarding what the UX does when you do a fixed column width. In the screenshot, I have fake time in the columns which has a dynamic…
Management Reporting Page - Slide size change to 16:9
As a page builder, I would like to be able to select the slide size (4:3 or 16:9) when creating a management reporting. Slide size in (Management) Reporting, both within Anaplan as well as in the .pdf export, is currently 4:3. However, the new standard format of slides nowadays is 16:9, as this format fits the screen size…
Transactionnal API - Direct Query with JSON Line / Parsing ?!?
Hello, I am looking currently at the Transactionnal API. I see great usage associated to Transactionnal API reading function for direct reporting through third party tool (ex : POWERBI), which offer more thank BULK API. This call help you to direct query a view : Currently, the documentation show a limitation of cells able…
Adding page numbers and text in the footer of slides in reports
Similar to PDF, would be helpful to add page numbers and text in the footer section of each slide. My managers use the web based report functionality but they get confused on which slide they want to provide feedback for. My apologies if this already exists but I have searched to no avail.
Variance Analysis for Profit or Loss
Hi Does anyone know how to create Variance analysis. I use reporting tool (Insert Calculations) but Varian (%) doesn't seem to work for all type of costs, for example revenue is favourable if actual revenue is higher than budget but if cost is higher it should be unfavourable. Variance % doesn't give the right calculation…
Introducing the Shape Card to Management Reporting
The next step in the evolution of our Management Reporting look and feel! Check out the this video to see how to incorporate the new Shapes card option into your report!
Allow Report Builder to Change Colors of individual dots on a scatter plot
Use Case: We need the ability to change dot colors on a scatter plot (not based on conditional formatting) so that the scatter plot can better visually represent the data. For example if we have 6 companies, or 6 products displayed we want each of those to have its own color. This is currently not possible if the products…
Calls Anaplanners France S3E1 - Sept 2022 - Part 2
Dihya et Richard ont lancé la saison 3 brillamment. Ils nous ont emmené à la découverte (redécouverte pour certains) des différents lieux où se cachent les trésors d’innovation mis en circulation sur ces douze derniers mois. Nous nous sommes ainsi enrichis de nouvelles connaissances nous permettant d’adapter et/ou…
Major UX Page Release! VARIANCE ANALYSIS...directly in UX page!
Yes! You can now do ad-hoc variance analysis! I'm about to jump into this right now and test it out - this is a huge addition to the reporting and ad-hoc functionality. Take a look below to hear directly from the product team and check it out. Please comment if you like this - I am really excited about the options this…
Power BI Connector updated release
Latest release with security enhancements for Power BI Connector for all customers out there activiely using or looking to investigate! See here for more details
Power BI enhancements and upcoming improvements!
For all of you PowerBI users integrating via the connector, have you seen the latest enhancements - the big step being the increase from 1GB to 5GB for data export. Also...I know this has been a bugbear for some and it is scheduled to be resolved as of next month - no automatic 35 minute timeout on authentication! Changes…
Management Reporting Get Started Guide
Download and add this deck to your Anaplan toolkit to help kick off your Management Reporting adoption. Enjoy!
Join us – Everything you need to know about Anaplan’s Management Reporting functionality!
What is it: An event showcasing Anaplan’s Management Reporting functionality that allows users to create formatted, customizable reports that highlight key insights that empower business leaders to make more informed decisions, fast. When is it: Thursday 21st October 2pm BST How do I register? Clink the link here to…
Let's talk about Management Reporting!
What is Management Reporting? Management Reporting allows you to create highly formatted, customized slides to deliver key insights and clear reporting to your organization using the new presentation mode in platform. What does Management Reporting do? This new feature is a game-changer: * Report at the speed of the…
Management Reporting Webinar - slides, document, hints and tips
Once again, many thanks for joining @CatherineH and I on Thursday 9th September 2021 for our Introduction to Management Reporting webinar. Hopefully, you will have seen the functionality is - a game changer! Please find attached, * the slide deck from the session * Management Reporting FAQ document. * Best practices and…
Thank you! Amazing webinar turnout for Management Reporting Game Changer
Just a quick note to say a very big thank you to all our customers who attended our Management Reporting webinar yesterday. We loved delivering it and got such a buzz out of sharing this amazing new content with you. As we are so fond of saying - a true game changer in the continuing evolution of Anaplan! We have had some…
Management Reporting - Game Changer!
Coming very soon in Anaplan, Management Reporting! It was formally announced at June 2021 CPX with a dedicated Anaplan Live session. To watch the session, juts click on the link below. https://community.anaplan.com/t5/DigitalCPX-Anaplan-Live-2021/Using-Management-Reporting-to-Engage-Executive-Stakeholders/td-p/111222
UX - Management Reporting
This one is so exciting - in the pipeline for a while whilst the team worked **** getting it just right and, as a result, what will come in the first wave of GA looks phenomenal!I am genuinely so excited about this one - now within product the ability to do report packs, formatted and designed free of module and model…
How to leverage user access: Anaplan (Planning) and Business Intelligence (Reporting)
NY User Group Members, One of the more common questions we get as a Customer Success team is how to optimize the use the Anaplan platform with a Business Intelligence platform (or in some cases, a simple tool). This question comes in many forms – e.g.: * Why use Anaplan when we already have X visualization tool? * How do I…

Reporting and Analytics

Discussion List