How do exports impact business consistency?

When users run exports there can be misalignment of data that causes issues in the business process. If users export out of a dashboard, it's most often for custom reporting purposes. During this the user filters, sorts, creates sums via a pivot table, uses lookup for attributes, and displays additional data. All of these are certainly needed for reporting.

In a worst case scenario the user will create additional KPIs or ratios that he could not find in the Anaplan model. Next, this user will copy all of this data into a PowerPoint® deck, make additional formatting changes, add comments to the numbers or variances, and present this deck to his meeting attendees.

This user has spent a few days doing the tasks described above, and within these few days the model has changed: data might have changed, structures might have changed, some calculations might have changed, new calculations are now available, and maybe even user access has changed. Now, this user’s deck is misaligned; they are presenting data, analysis, and conclusions that can be irrelevant or that conflict with another presenter of the same meeting who exported from the platform in a different timeframe.

At this point, the executive sponsor may ask why they invested in a great platform like Anaplan if the organization is still having the same issues as before where shadow processes are frequently occurring—not to mention that the additional accurate and insightful comments included in the deck are now disconnected from the rest of the data, and will remain buried in people's emails instead of being available to all. Then the next week, or next month, the meeting happens again, and all the work of extract, reformat, recalculate, copy/paste, and comments needs to be done again.

The content in this article has not been evaluated for all Anaplan implementations and may not be recommended for your specific situation.
Please consult your internal administrators prior to applying any of the ideas or steps in this article.