Tip - Publishing Model Documentation on a Dashboard

Hi guys,

I would like to share with you a rather simple trick that will facilitate Anaplan users’ access to documentation within the model, contributing to increase the user satisfaction and early-adoption of the tool.

Functionalities such the tooltips, text instructions, Line items with messages or conditional formatting help to improve the intuitiveness and user-friendliness of the dashboards, but I also believe that publishing the model's documentation on a dashboard within the model itself would come in very handy for the end users (specially those who are new to Anaplan or the model) since they do not have to look for documentation anywhere else thanks to this.

This is how it looks:

https://www.youtube.com/watch?v=6tPN2NwzTcs

Appendix: cloud hosting pictures.

Anaplan only works with direct link to pictures, and sometimes is hard to obtain these direct links from some cloud hosts. The easiest way that I have tried to host picts online that can be used in Anaplan are:

• https://imgur.com/  (Free account) 

   

•  https://www.microsoft.com/en-gb/microsoft-365/onedrive/online-cloud-storage (Free account)

   

  Funny enough, the free version of OneDrive features the option “view original” that generates a direct link to the picture that can be used by Anaplan, while this option is not available in OneDrive for Business.

I hope you guys find this tip useful to increase the user adoption of your models and please feel free to share your thoughts.

Cheers,

Alex.

PS: cover photo Photo by Russ Ward on Unsplash