We're sharing insights from Anaplan Technical Lead Eddie Dvorak to illustrate how we test our products before releasing them to customers. This Q&A also provides best practices and principles that customers can apply to their Anaplan models.
* Disclaimer: Please note: The information here is subject to change right up to release go-live time. This post is not a commitment to provide any features by a certain time frame and enhancements to the product may change before release.
At Anaplan, thank you @nick_barker and @ChrisK for sharing their Excel Add-in and PowerPoint Add-in best practices. Master Anaplanner can earn points by contributing to best practices, so get in touch if you have tips and tricks to share!
Did You Know?
Most users of the Community - and therefore members of our feedback group - are model builders. When we ask for feedback, we may sometimes ask to talk to other people in your company who are more likely to use some features, for example, end users, Centre of Excellence members or IT teams. Feel free to ask them to join the Community or invite them to the feedback sessions.
End-User Tips and Tricks
You can create multiple connected sheets in a few clicks with the multi-sheet functionality. For example, if you need to create a report with one worksheet per cost centre or geography, connect to a module or view and make sure the dimension (cost centre or geography in this example) is located in pages. Then, turn on the multi-sheet toggle and watch your multiple sheets with Anaplan data appear. Read our online user guide for more details.
Model Builder Corner
Typically, tables consist of list members on rows above and columns on the left of the data grid. An example of butterfly report is when a list (as a column) is located between two columns of data cells.
The PowerPoint Add-in doesn't have any native functionality to display the list column on the left. Follow these steps as a workaround:
Create the standard report view with the PowerPoint Add-in by creating a table A connected to your module
Create a new module in Anaplan, dimensioned by a line item subset (to collect the cost data) and a numbered list for which the display name is empty.
Create a table B with the PowerPoint Add-in, connected to this module
Adjust the position of this table so it is displayed on the left of your table A
Reduce the width of the first column in table B to the minimum
Optionally, apply PowerPoint table formatting, for example, to hide the borders of your tables according to your desired formats
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