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How I Built It: Popular Word Game
Community Manager note: In our new “How I Built It” series, we will be showcasing the incredible talent in the Anaplan ecosystem! From technical content that will help you navigate common challenges, to insights into creative solutions — these videos will offer a peek into how your peers do their jobs. Hi Anaplanners! I’m…
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How I Built It: Two-step approval process and audit trail
Greetings fellow Anaplanners! In this episode of ‘How I Built It’, I show you how I build a typical two-step approval process and corresponding audit trail in Anaplan. This functionality accomplishes the following requirements: Analyst users can submit a batch of process data or model results. The manager user then can…
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How I Built It: Flagging new list items
Author: Chris Allen is a Certified Master Anaplanner and Manager at Allitix. Hello, and thank you for checking out my ‘How I Built It’ video tutorial on flagging new list items! The video will walk you through the process of flagging list items as "new." The key step in the process relies on an import to flag all current…
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How I Built It: User-friendly hierarchy management
Author: Nikko Koutas is a Certified Master Anaplanner and Manager at Lionpoint Group. Hi Anaplan Community! Welcome and thank you for checking out my ‘How I Built It’ tutorial. In my video, I will showcase a user-friendly NUX page that can be leveraged by your end users to manage their manually maintained hierarchies. I…
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How I Built It: Integrations using CloudWorks
Author: Gokul Selvam Sadasivam, Certified Master Anaplanner and Senior Manager, Business Platforms at Okta. Hello Anaplanners! I’m excited to share a video that I created as part of the ‘How I Built It’ video series — diving into Integrations using CloudWorks. In the video, I give a live demonstration of how to use the…
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How I Built It: Improving the end user experience
Hello Anaplanners, In this video, my colleague Jami and I will share some elegant solutions to improve the end user experience in the new UX. Tip 1: How to easily adjust the time granularity depending on the fiscal year. Tip 2: How to quickly drill down and filter any table with multiple dimensions. Questions about our…
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How I Built It: Optimizer for work and play
Author: Brent Orr, Solution Architect at Anaplan. Hello Anaplanners! I’m excited to share a video that I created as part of the ‘How I Built It’ video series — diving into Optimizer and how it can help solve complex problems. In the video, I give a live demonstration of how to use Optimizer. I show an example of creating…
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How I Built It: Data validation
Author: Matt Liffmann, Certified Master Anaplanner and Senior Solution Architect at Deloitte Consulting. Hi Anaplanners! My name is Matt Liffmann, and I’m a Senior Solution Architect at Deloitte Consulting. Today I’m excited to share a ‘How I Built It’ tutorial on data validation. Data validation in an upfront Data Hub is…
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How I Built It: Dashboard Filter using Line Item Subset
Hello Anaplanner Community! I’m excited to participate in this new Community ‘How I Built It’ video series with a tutorial on dashboard filtering using line item subset (LIS). This video represents one of the functions of LIS, and how can we use the LIS to apply a filter on a dashboard. This filter helps to build a filter…
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How I Built It: Waterfall calculation
We come across the need for waterfall calculations more often than we think! I’ve personally created this at least four times in different contexts, and I’ve helped colleagues who were trying to achieve something where a waterfall calculation would work perfectly well. First, let’s clarify what I mean by “waterfall…