Snapshotting is a common technique used to store data in an Anaplan model while avoiding the use of the Versions feature. Our training covers multiple snapshotting approaches as well as documentation guidelines to make the process more transparent and repeatable.
Use this approach if you plan to run a lot of “scenarios", but you do not want to use Anaplan’s Versions functionality
Hardcode Summary Values from a Large Data Set
Use this approach if you have a large data set that is periodically refreshed; not appended to, you do not need to save the entire set for each snapshot, and you do not want to use Anaplan’s Versions functionality
Track Changes to a List
Use this approach if you need to track changes to an important list, the cadence of capturing these changes is fixed, and changes do not need to be tracked more frequently than on a monthly basis
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