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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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Update fiscal year action / Current fiscal year as production data
As a workspace admin, I need to be able to update the current fiscal year as production data and/or via an action for authorized users This is necessary as upon fiscal year change, currently our users need to go through a structural model change
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Anaplan Live! Recap for model builders and technical teams
Now that a couple of months have passed since Anaplan Live! in San Jose, I have finally had a chance to reflect and think back on some of my favorite topics that were covered in the Platform track. I enjoyed the new and rekindled connections I made at the event, but if you're anything like me, you didn't have time to…
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Anaplan deployment at enterprise scale
Anaplan design decisions always revolve around optimizing and balancing four factors: * Performance * User interface * Simplicity * Administrative burden All else equal, these should be given approximately equal weighting. When working with global deployments, large data sets, and diverse user groups, a vital mechanism to…
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how to import model to model without ALM
i am new learner of anaplan please explain how import model to model without alm
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Five Community resources people are talking about
One of the most powerful elements in Community is learning from peers — discovering what tools they find valuable. Today we highlight recent resources that have garnered positive feedback and comments among the Community. If you missed these posts the first time around, check out what people are saying and how it can help…
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Evolve your Anaplan ecosystem with enterprise governance
Center of Excellence Model Governance Workspace Architecture Data Hubs Data Integration Build & Manage Security 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…
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Pro tips: Anaplan Lifecycle Management (ALM) implementation
Ahhh, the joys of reminiscing…unless you’re reminiscing about the early days of Anaplan, before Anaplan Lifecycle Management (ALM) was available and fully vetted like it is today. Back in my day — 2014 to 2020 to be exact — migrating changes in Anaplan meant just that. Migrating. Changes. Individually. Each. And. Every.…
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ALM - What you need to know
Hello UK&I Commercial Community, I have been speaking to several customers recently about Anaplans Application Lifecycle Management or more better known as ALM. It has changed quite a bit since it first came out back in 2016. The original headline for ALM was the ability to create different environments to manage a models…
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Scenario Analysis/Multiple Current Versions
Hi team, I'm looking at whether I can lock down a previous Version/s within Anaplan but continue to run multiple live versions, this would normally be where we have 1 standard live version but there may be a request for a scenario analysis off this live version. The process for a FP&A model would be: - Create a Plan…
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Model builder roles and responsibilities and he can participate in testing or testing team is differ
I am the beginner so confusing the roles of Model builder and responsibilities and he can participate in testing or testing team is different, i am not able to find those answers and i want to know the project team members available. there roles and responsibilities
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User stories
I am the beginner i want to know the information about user stories who will write user stories who will do testing on it and in the project how they implement the user stories
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need help for practice
Hi All I want to populate "text line item" which shows string between 1st and 2nd commas of the items in the module. How can i do it. which function should i use here Thank you & regards Yash
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Fastest way to Archive multiple models [Approx 500 - 1k]
Hi, I am looking for the fastest way to archive multiple models at once [approximately 500-1k]. Can we raise a support ticket for this and Anaplan can do this from the backend or are there any other options such as API etc. to perform this? Any help is appreciated. Thanks Aakash Sachdeva
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What Type Of Formats Used in Production Lists
Hi Anyone, What are the production lists Formats.
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Can some one explain the SWITCHOVER concept with suitable example !!
When ever I try working with the switchover concept in versions..in merging and making the forecast with the actual ...though I get resuls , still my mind pops up with questions about this. Hence I request some one in clearing my doubt please.Tq
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Workspace management
This article introduces basic workspace concepts, provides recommendations on how to structure workspaces, and offers tips to help organize and reduce workspace size. Workspaces are a combination of a single or multiple models. Workspace size is the total of all models in a workspace, excluding archived models as archived…
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Get Import ID from Anaplan
Does anyone have a guide or can provide assistance on how to get the API ID from Anaplan from a model?
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Setting production lists
*Content reviewed for accuracy June 2020 Making sure that production data lists are correctly marked within a model is a key step to setting up and using Application Lifecycle Management (ALM). This guide will provide a solution to how someone can make revisions to their model to allow for the tagging of a list as a…
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Number of periods for a model should not be part of ALM
There has been numerous occasions where by my clients have asked me to reduce time duration for DEV and UAT Models . For eg. i might have 20 Yrs forecast in prod but only 5 yrs in DEV and UAT . With number of periods being part of ALM it cannot be achieved . It will be great if we can take it out of ALM structural change…
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ALM Version Structure Settings - Allow for CURRENTVERSION setting updates in PROD model
Other structural version settings are now unique to the production environment and the Current Version setting should be allowed to be changed directly in the PROD environment as well. Currently if you are using the native version formula settings in order to calculate for specific versions, there is no dynamic way to…
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Switching models when you access a page for the first time in the UX
When you have access to multiple UX apps, when you access a page for the first time, the model can be switched back to the first model and the user does not look at the model name they are now in. Models with the same underlying structure and purpose but different data associated with the same page (ie. Split production…
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Internal Project Tracker
I'm looking for a reference model to manage internal technology projects. From the cycle from the business case to the monitoring of project results. Any recommendations?
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Revision Tag enhancement: Compare vs current state and/or edit Description
I have what I think is a minor feature request that would be very useful for anyone using ALM or Revision Tags generally. On the Revision Tags page, we compare the changes between two previous Revisions, but I haven't found a way to compare the current untagged state of the model to a saved (usually the most recent)…
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How to automate subsets
How to ensure your Center of Excellence keeps on top of subset management One of the easiest things that can go wrong in a model is when subsets get out of sync. In larger models you may have multiple subsets on large lists and keeping track of them all can quickly become very difficult. For example, what happens when…
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ALM Issue
Hi, In Dev I am loading data from view and used filter for "Division A" only that data should come from that module and I saved and created action to push the data. In development its working. When I push into UAT ,in UAT the filter is taking "Division B" instead of "Division A". I have checked with versions and all. But…
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ALM Sync error
Hi Team, I require some urgent advise ALM Sync issue. My team has accidently changed structure at the target model directly using standard mode & now my source model is not getting sync with my target model. We tried to revert back to existing ID using History setting however, even though changes reverted back to earlier…
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Edit Revision Tag Description
Please enable the ability to edit revision tag descriptions. Thanks!
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Business Function/App/Enviro/Geo/Cycle selectors in Manage Models
As a Workspace Administrator, I want to be able to assign or reassign model to Business Function/App/Environment/Geography/Planning Cycle category in Manage Models window. Every Workspace Administrator should be allowed to edit this mapping for models they have access to. Currently, they need to be Tenant Administrators…
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ALM Sync
Hi Friends , I need help to Re -Establish the sync between dev and Prod Models . This is how the sync broke . Consider the dev model and it's on Revision Tag 190 , and the prod model is on revision tag 180 . So from the dev model's revision tag 180 i created another dev , let's call it "dev 2 ". I Made some changes in "…