About VickiA

We have recently released some exciting new updates to the New Modeling Experience. Try new model experience button: It is now easier than ever for model builders and end users to navigate to and take advantage of the new experience.   Model object search enhancements: Search for Line Items, List Properties, and List Subsets in the model object search interface. Opening one will take you directly to that item in the corresponding object tab.  Open multiple Lists and Line Item Subsets: Multi-select Lists and Line Item Subsets from the corresponding modeling screens and select to open them all at the same time (much in the same way you can for Modules and Dashboards).   Formula preview mode: Open and preview formulas in the new formula editor before choosing to edit them. Click between line items in preview mode to see formulas for different line items. Preview mode also supports the viewing of formulas in deployed models.   ... View more

Some amazing much awaited updates have just been released for Management Reporting. Check out the details below: Presentation table summary style formatting - Improve the look and feel of your reports with increased formatting options on the presentation table. Page builders can now style the table row and column headers as well as time and line item summaries. This allows you to highlight or bold sub totals and totals or call out quarter or full year totals Card templates - Increase the speed of creating your reports and enable consistency by using Card templates now supported in the report page. Where applicable templates are also transferable across all page types, so save a chart card template on a Board and use it on a Report page. Presentation mode selectors - Its now even easier to switch between your Region, Product or report period on presentation mode with the addition of a collapsible tool bar that enables you to change the context of the slide you are presenting. Presentation table grid image support - You can now include images within your table on the report, these can be used to represent product images or status. ... View more

Disclaimer:  Please note: The information here is subject to change right up until each release is live. This post is not a commitment to provide any features by a certain time frame and enhancements to the product may change before release. Subscribe here and check back frequently for the latest. Anaplan will be making enhancements to the platform on Saturday, November 20, 2021, from 1:00 p.m. to 7:30 p.m. PST.  This maintenance window has been extended by two-and-a-half hours to focus on further strengthening the platform’s infrastructure and resiliency. These updates are designed to ensure a continuous, optimal experience while working within the Anaplan platform and will allow us to deliver future innovations. The platform will be offline during this maintenance event. Once the maintenance is complete, you can resume your work in Anaplan. Stay in touch Follow our platform status in real-time at status.anaplan.com Review all upcoming scheduled platform maintenance in the Platform Events calendar ... View more

End users can now use the show/hide feature to select which rows and columns they want to see in their grids on Boards as well as Worksheets. This means they can focus on the data set that is relevant to them and is supported on all Grid cards on Boards and also those in the Insights panel for Worksheets. This brings the grid card in line with the main grid on a worksheet. Any show/hides applied to the grid are saved in the browser local storage so are persisted for that user across logins providing they use the same browser. Check out Anapedia for more information.       ... View more

Disclaimer:  Please note: The information here is subject to change right up until each release is live. This post is not a commitment to provide any features by a certain time frame and enhancements to the product may change before release. Subscribe here and check back frequently for the latest. Anaplan will be making enhancements to the platform on Saturday, November 6, 2021, from 1:00 p.m. to 5:00 p.m. PDT.  This maintenance window will deliver a new set of platform features that will help improve the model building experience and better solve for new business problems. New features targeted for release within this window include: A new action type that allows you to bulk copy between non-production data lists Enhancements to Anaplan Optimizer will help users test and iterate on more business problems, solve more complex problems, and provide insight about how it solved the problem. A new way for end users and model builders to quickly access and try the new model experience from the Classic interface via a button at the top right of the interface The platform will be offline during this maintenance event. Once the maintenance is complete, you can resume your work in Anaplan. Stay in touch Follow our platform status in real-time at status.anaplan.com Review all upcoming scheduled platform maintenance in the Platform Events calendar ... View more

Disclaimer:  Please note: The information here is subject to change right up until each release is live. This post is not a commitment to provide any features by a certain time frame and enhancements to the product may change before release. Subscribe here and check back frequently for the latest. Anaplan will be making enhancements to the platform on Saturday, October 16, 2021, from 1:00 p.m. to 5:00 p.m. PDT.  This maintenance will help to further strengthen platform infrastructure and resiliency. These maintenance windows help set the stage for future platform innovations to enhance your Anaplan experience. The platform will be offline during this maintenance event. Once the maintenance is complete, you can resume your work in Anaplan. Stay in touch Follow our platform status in real-time at status.anaplan.com Review all upcoming scheduled platform maintenance in the Platform Events calendar ... View more

Platform enhancements released in September Planning & Modeling New Modeling Experience: Model object search with keyboard navigation: Quickly open and navigate to model objects without leaving the keyboard! Simply use arrow keys to select and filter objects matching the search criteria. User Experience Pasting into breakback line items: See cell indicators when using breakback in UX grids, similar to those in Classic dashboards. Easily paste values into breakback summary cells and automatically update detail cells in real time.   Reset column widths: Easily reset column widths back to the default size in the page designer for a unified, consistent look and feel. My page filters, sorts, and pivots persisted: Any filters, sorts, or pivots applied to a page are now persisted for a user if saved as a personal page. The settings are saved in the browser local storage to help users quickly jump back into their specific data in the plan. Conditional formatting update: Support for more than three color thresholds with conditional formatting is now available! This means users can set more colors to highlight the different values in grids or KPIs. Custom colors can be added in addition to selecting from the pre-canned palette colors. Use the new gradient threshold bar in the designer panel to see the gradient color split.   Customizable action buttons: Page builders are now able to customize action buttons with colors, styles, and icons to create clearly visible calls to action for end users, providing them with an even more intuitive experience.   Context-aware links in Notify Action emails: Encode page context into Notify Action email links, ensuring when the user clicks the link they land on the correct page with the exact same context pre-set for them. New data write action button: A new action button that allow users to write a predefined value into a nominated line item with the click of the button.   Discover new Management Reporting enhancements: Card title and context color: Set the title color of any card. This is particularly helpful when working with a report page with a dark background, but is available on all cards for all page types. Context selections persisted: Any context selection for a report is persisted for the users in the their browser local storage. For example, if a user selects EMEA in their report, the selection will remain when logging in/out of the same browser. PDF context selection on export: Select the most relevant context of the report to export and share with colleagues. Additional text size option for Text cards: Support for larger text size has been added with the addition of two options for Title and Subtitle allowing users to increase the size of text for their report titles. Intelligence PlanIQ enhancements: Improved sorting in the forecast model and forecast action views: Sort on any column, making it easier to search through forecast objects to find the best one to use. Platform updates targeted for October 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. Subscribe here and check back frequently for the latest. Planning & Modeling New Modeling Experience: Pages experience: Model builders can see a list of Pages built on top of the current model they are working on within the modeling experience, and quickly navigate to them in the UX. Formula indentation: Apply indentation formatting when opening formulas in the formula editor. User Experience Favorite apps on Home: Users will be able to mark their regularly used apps as favorites, giving them priority in their lists of available apps. In-product notifications on mobile: In-product notifications will soon be displayed on mobile so users can stay on top of discussions from anywhere. Open source module (Worksheets): Navigate directly from a UX card to the underlying module in the model, allowing users to quickly find the data source. This is will be available for Worksheets as well as all other cards for users who have enabled the New Modelling Experience. Management Reporting enhancements: Enhanced formatting for row and column headers in presentation tables: This includes formatting time and line item summaries, enabling the report builder to highlight and emphasize key sub totals and summaries. Presentation table image support: Add images to the presentation table to enhance the look and feel of the report. Share a report: Share a report with any user in Anaplan via email. Report PDF export: Users can choose the slides in their reports they want exports as a PDFs. Text card font size: Increased flexibility on controlling the text size within Text cards on a report. Upcoming scheduled maintenance: October 16: Platform offline: Infrastructure update October 23: Platform offline: Infrastructure update Have questions or looking for an update? Stay in touch: Stay up to date with upcoming downtime releases at status.anaplan.com Subscribe to the Platform Releases blog to learn more about product enhancements Review all of our scheduled platform maintenance windows in the Release Calendar ... View more

We have successfully made platform enhancements on  Saturday, September 11, 2021, from 1:00 p.m. to 5:00 p.m. PDT.  This maintenance window will deliver a new set of application lifecycle management (ALM) application programming interfaces (APIs) that provide more automation for managing the lifecycle of your applications. These ALM APIs also help workspace admins build more robust change management reports to easily meet regulatory and compliance requirements.   New ALM APIs allow Workspace Admins to: Retrieve the full comparison report between two revisions Retrieve the models that a revision has been applied to Retrieve all of the revisions in a particular model. Stay in touch Follow our platform status in real-time at status.anaplan.com Review all upcoming scheduled platform maintenance in the Platform Events calendar Case Reference Issue Description 00344056 00346959 00356040 When a model is in deployed mode, and you publish a production list to a dashboard, users are unable to insert new child items under the top level item. 00345676 00356970 In very rare circumstances, an API request can slow down a model or render it unavailable. 00352981 00361850 00362312 00365767 00368247 00372168 00372511 In rare cases, when you perform a syncronization, and the core on which the target model is stored is restarted, the model becomes inaccessible. 00354715 00361845 00362102 00364462 00364499 00366540 00368344 When a synchronization is unsuccessful, the target model does not rollback to its previous state. This can leave the target model incompatible with the source model. 00358570 In rare cases, transient network issues in Anaplan's infrastructure can result in API calls that execute processes to fail 00359032 When you refresh a connection in the Excel Add-in, the model returns an incorrect count for items in line item subsets. 00360802 00360877 00361185 00361319 00361574 00361574 00364618 00365833 00366135 00366800 00367700 00367865 00368059 00368556 When you try to run a model-to-model import using a process in CloudWorks, and the process creates the target model from the source model and runs an ALM synchronization between the models, the process is unsuccessful. 00360877 00364631 00366800 00367866 When you set up an import for a development model where the source and target are in the same model, then synchronize the development model to the production model, and run the import for the production model using CloudWorks, CloudWorks displays the import as successful. However, the history in the production model shows the import used the development model as the source when it ran. 00362227 When you import to a large list, the import is slow, even when there is nothing to import from the source.     ... View more

Disclaimer:  Please note: The information here is subject to change right up until each release is live. This post is not a commitment to provide any features by a certain time frame and enhancements to the product may change before release. Subscribe here and check back frequently for the latest. Anaplan will be making enhancements to the platform on Saturday, September 18 2021, from 1:00 p.m. to 5:00 p.m. PDT.  During this window, we’ll be making platform enhancements designed to improve platform resiliency and performance. This maintenance will ultimately strengthen the platform and optimize your planning experience. The platform will be offline during this maintenance event. Once the maintenance is complete, you can resume your work in Anaplan. Stay in touch Follow our platform status in real-time at status.anaplan.com Review all upcoming scheduled platform maintenance in the Platform Events calendar ... View more

Disclaimer:  Please note: The information here is subject to change right up until each release is live. This post is not a commitment to provide any features by a certain time frame and enhancements to the product may change before release. Subscribe here and check back frequently for the latest. Anaplan will be making enhancements to the platform on Saturday, September 11 2021, from 1:00 p.m. to 5:00 p.m. PDT.  This maintenance window will deliver a new set of application lifecycle management (ALM) application programming interfaces (APIs) that provide more automation for managing the lifecycle of your applications. These ALM APIs also help workspace admins build more robust change management reports to easily meet regulatory and compliance requirements. The platform will be offline during this maintenance event. Once the maintenance is complete, you can resume your work in Anaplan. Stay in touch Follow our platform status in real-time at status.anaplan.com Review all upcoming scheduled platform maintenance in the Platform Events calendar ... View more

Platform enhancements released in August Planning & Modeling Explore the latest updates to the New Modeling Experience: Bulk open from table of contents: Quickly open all of the objects inside a functional area in the table of content from a single click for faster access to the information you need most.   Tab reordering: Easily reorder model object tabs in the tab bar to help organize your activities and improve modeling efficiency.   Open the source model and module: Directly open the source model or module from UX pages in the New Modeling Experience for faster access.   User Experience Discover new Management Reporting enhancements: Increase row height: Increase the row height of the table card to show report commentary or multi-line text within the presentation table on your report. Preview report: Review your updates by previewing a report before publishing to end users. Hierarchy filter enhancements: Navigate up and down your product or region hierarchy on your report with enhancements to the hierarchy filter. Multi-card select and move: Build reports even faster with the ability to select multiple cards and align, move, duplicate, or delete them at once. Image card updates: Image card source options: Report builders can now choose from the following two source options: Use a predefined image link from a URL stored in a line item.  Embed an image URL directly in the page. Card link types: Report builders now have more options to define the link in a card: Title: This is the default behavior where the user clicks the card title to navigate to the page. Icon: Navigation is controlled via a hover link in the top right of the card. None: There is no link behavior for any card on the report except for the image card where any part of the image can be clicked to navigate.   In-product notifications for @mentions and page shares: Get notified when tagged (@mentioned) in a comment or when a page is shared with you, without leaving the Anaplan platform. Receive alerts in the notification bell for immediate navigation to your content in the correct context, so you can collaborate more quickly and make faster decisions together.     Field cards configuration update: The field card configuration has been moved to the right hand panel so it is consistent with all other cards.  Excel Add-in 4.3 available for all users: Increase productivity by rolling out the Excel Add-in faster to a wider set of users. This version allows users to clone the connections of an entire workbook into a new workbook, open workbooks with duplicate connections, and install for multiple users. Learn more about this version. Extensibility & Intelligence Anaplan Connector for DocuSign: This connector has been updated to enhance the Anaplan and DocuSign experience. New features include: A sleek new UI that is now more consistent with Anaplan’s UX. The ability to track and update the Anaplan model with dates and comments around declined documents for reporting purposes. See Anapedia and this demo video for more information. Enterprise Scale & Security Workspace Admin region view: View the geographic region of your workspace in the workspace details panel of the admin console. This new field displays the geographic region of where your model data is stored and can be viewed with the tenant admin role.   Platform updates targeted for September 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. Subscribe here and check back frequently for the latest. Planning & Modeling New Modeling Experience Formula indentation: Model builders will soon be able to leverage indentation formatting with the new formula editor. User Experience Improved support for line item context selectors: You’ll see improved support for pages where multiple modules have line items pivoted to pages. Action cards are about to get even more powerful: Data write actions: A new type of action button will write a predefined value to a nominated line item when clicked, which is a great way to providing clear calls to action for end users. Context aware notification actions: When using notification actions you will be able to bring other users into pages with specific context already set, similar to the “share a page” function. Customizable action buttons: As more actions become available in the UX it’s important that users can clearly identify which buttons perform which action. Extra builder functions will soon be available to help tailor the look of buttons with a range of colors and icons. In-product notifications on mobile: In-product notifications will soon be displayed on mobile so you can stay on top of your discussions from anywhere. Extensibility & Intelligence Usability enhancements to PlanIQ will make intelligent planning easier: All PlanIQ items are now stored by default as ”last created/modified” to help you find the most recently used models and data collections faster. Data collections can now be sorted on any column, making it easier for you to search through your collections to find the one to use. See the full activity of every historic forecast model execution and quickly send an email to support if needed, making it easier to troubleshoot any issues. Upcoming scheduled maintenance: September 11: Platform offline: Platform enhancements September 18: Platform offline: Infrastructure update Have questions or looking for an update? Stay in touch: Stay up to date with upcoming downtime releases at status.anaplan.com Subscribe to the Platform Releases blog to learn more about product enhancements Review all of our scheduled platform maintenance windows in the Release Calendar ... View more

Disclaimer:  Please note: The information here is subject to change right up until each release is live. This post is not a commitment to provide any features by a certain time frame and enhancements to the product may change before release. Subscribe here and check back frequently for the latest. Anaplan will be making enhancements to the platform on Saturday, August 21 2021, from 1:00 p.m. to 5:00 p.m. PDT.  These infrastructure changes will help us deliver new, innovative future features designed to further enhance your platform experience. These updates are aligned with our commitment to deliver the capabilities you need to speed decisions. The platform will be offline during this maintenance event. Once the maintenance is complete, you can resume your work in Anaplan. Stay in touch Follow our platform status in real-time at status.anaplan.com Review all upcoming scheduled platform maintenance in the Platform Events calendar ... View more

The connector combines Anaplan’s powerful Connected Planning platform with DocuSign’s electronic signing capabilities seamlessly, allowing users to complete business processes like important transactions or contract negotiations with speed, accuracy, and precision. As of July 2021, we've made a few updates and added a new capability to our connector to enhance the Anaplan and DocuSign experience: A sleek new UI that is now more consistent with Anaplan’s UX The ability to track and update the Anaplan model with dates and comments around declined documents for reporting purposes This version of Anaplan connector for DocuSign also includes multiple fixes and enhancements including: ‘Update Anaplan’ button now automatically becomes active when document statuses change, thus removing need to manually refresh the page Capture declined document status and user comment for declining, and map them to Anaplan line item for reporting Improved error handling and error messaging Application performance improvements Please refer to Anapedia and this demo video for more information. ... View more

Disclaimer:  Please note: The information here is subject to change right up until each release is live. This post is not a commitment to provide any features by a certain time frame and enhancements to the product may change before release. Subscribe here and check back frequently for the latest. Anaplan will be making enhancements to the platform on Saturday, August 14, 2021, from 1:00 p.m. to 5:00 p.m. PDT.  During this maintenance we will be strengthening the resiliency of the platform. These updates will allow us to deliver future innovations and features that can help further enhance your planning experience. The platform will be offline during this maintenance event. Once the maintenance is complete, you can resume your work in Anaplan. Stay in touch Follow our platform status in real-time at status.anaplan.com Review all upcoming scheduled platform maintenance in the Platform Events calendar ... View more

Platform enhancements released in July Planning & Modeling Explore updates to the New Modeling Experience: Enhanced model object search: Model builders can now use the model object search capability to quickly look for and find Saved Views and Line Item Subsets. The layout of the search dialogue has been updated to accommodate these new categories.     Find in table of contents: Easily find modules, views, and dashboards in the table of contents with the find capability.   User Experience Management Reporting is now live: Anaplan Management Reporting is now available in the UX! Create formatted, customizable reports that highlight key insights in an easily understandable layout for stakeholders to sharpen their decisions. Current Management Reporting capabilities include: Report page: Highly formatted report page brings executive reports to life with visual narratives. Flexible report styling: Highlight key data and trends with flexible formatting. Presentation table: Present financial reports in standardized tables with preset themes and color schemes. Distribution of reports: Export and share reports with as PDFs. Dynamic text narrative: Explain data and trends by adding context and narratives to reports. Explore the following assets for more details: Reporting with Anaplan overview brief Management Reporting video Customer video: BT improves reporting quality with Management Reporting Anapedia   Grid enhancements on mobile: Edit grids in the mobile app without maximizing the card for even faster editing that allows you to see charts and cards update as you make changes on the go. Excel Add-in 4.3: Increase productivity by rolling out the Excel Add-in faster to a wider set of users. This version allows users to clone the connections of an entire workbook into a new workbook, open workbooks with duplicate connections, as well as to install for multiple users. Join the feedback group to get the latest version now, before it becomes available in Anapedia in August. Enterprise Scale & Security Anaplan on Google Cloud is available for U.S. customers: New U.S. customers can access more choice and flexibility, as well as further extend their transformation capabilities with our Connected Planning platform on Google Cloud. Read the blog for more details. Platform updates targeted for August 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. Subscribe here and check back frequently for the latest. Planning & Modeling New Modeling Experience: More updates to the modeling experience are set to release in July: Bulk open from table of contents: Users will be able to quickly open all the objects inside a functional area in the table of content from a single click Tab reordering: Users will be able to quickly reorder their model object tabs in the tab bar. Formula indentation: Model builders will soon be able to leverage indentation formatting in the new formula editor. User Experience In-product notifications for @mentions and page shares: Get notified when tagged (@mentioned) in a comment or when a page is shared with you, without leaving the Anaplan platform. Receive notification alerts in the notification bell for easier navigation to the most relevant areas for you. Access relevant context/page/comment without needing to check e-mail, Slack, or mobile outside the Anaplan environment. Intelligence Enhancements to PlanIQ : Seasonality and trend explainability in PlanIQ will make it easier to understand your data and predict the future. Usability enhancements will improve the efficiency of building out forecasts in PlanIQ and provide more transparency into your system. Receive notifications in by email and in the bell icon when PlanIQ actions complete to  work efficiently in PlanIQ View all forecast action activity to see history of forecast action runs and failed action reports Efficiently build out data collections with pre-filled data for related data and attributes Expand PlanIQ use cases by bringing Boolean data into PlanIQ as related data Extensibility Anaplan Connector for DocuSign: Soon the Anaplan Connector for DocuSign will be updated with a more streamlined user interface consistent with the Anaplan UX. Upcoming scheduled maintenance: August 14: Platform offline: Infrastructure update August 21: Platform offline: Infrastructure update Have questions or looking for an update? Stay in touch: Stay up to date with upcoming downtime releases at status.anaplan.com Subscribe to the Platform Releases blog to learn more about product enhancements Review all of our scheduled platform maintenance windows in the Release Calendar ... View more

Management Reporting with Anaplan is now available within the Anaplan UX! Users can now create formatted, customizable reports that highlight key insights that empower business leaders to make more informed decisions, fast. Management Reporting extends the reporting capabilities within the UX by allowing more users to tell visual narratives with their data to help sharpen decisions and performance. Management Reporting empowers users to: Report at the speed of business. Page builders can use structured, real-time reporting capabilities to easily create reports for stakeholders. Convey key points clearly and effectively. Model builders can bring data narratives to life with rich, dynamic text cards and context capabilities that help stakeholders easily understand new insights. Tailor the right reports for any audience. Confidently share visually compelling board-ready reports across the business. Key Management Reporting features now available include: Report page: Access a highly formatted report page to bring executive reports to life with visual narratives. Flexible report styling: Showcase key data and trends with flexible formatting options. Presentation table: Present financial reports in standardized tables with predefined themes and color schemes. Distribution of reports: Export and share reports with a PDF option. Dynamic text narrative: Explain data and trends by adding context and narratives to reports. Check out the following content for more details about Management Reporting: Reporting with Anaplan overview brief Management Reporting video Customer story: BT improves reporting quality with Management Reporting Newsroom announcement Anaplan User Experience webpage Anapedia   Management Reporting is currently available for all Anaplan customers within the UX. ... View more

Disclaimer:  Please note: The information here is subject to change right up until each release is live. This post is not a commitment to provide any features by a certain time frame and enhancements to the product may change before release. Subscribe here and check back frequently for the latest. Anaplan will be making enhancements to the platform on Saturday, July 31, 2021, from 1:00 p.m. to 5:00 p.m. PDT.  During this time we will be further strengthening the platform to deliver an optimal experience as you work in Anaplan. This maintenance will allow us to provide future enhancements and features. The platform will be offline during this maintenance event. Once the maintenance is complete, you can resume your work in Anaplan. Stay in touch Follow our platform status in real-time at status.anaplan.com Review all upcoming scheduled platform maintenance in the Platform Events calendar ... View more

We have successfully made platform enhancements on  Saturday, July 17, 2021, from 1:00 p.m. to 5:00 p.m. PDT.  This maintenance window has delivered a new set of platform features that provide more flexibility to manage integrations and synchronize models. New capabilities include: Application Lifecycle Management (ALM) application programming interfaces (APIs): Create revision: This new API will allow model builders to programmatically create a revision in a model by scheduling them on a regular cadence, following versioning best practices. It will also enable developers to build end-to-end automation from revision creation to change deployment in test and production environments. Get a list of Model Sync Tasks API endpoint: This new API allows model builders to retrieve a list of all synchronization tasks for a target model via APIs, providing more flexibility to monitor and manage ALM model synchronizations. View tasks that are in progress or have been completed within the past 48 hours. This builds on the ability to see the information for a particular sync task by allowing model builders to see the details for multiple sync tasks for a target model with a single API call. Stay in touch Follow our platform status in real-time at status.anaplan.com Review all upcoming scheduled platform maintenance in the Platform Events calendar Case Reference Issue Description 00345519 00345804 In some circumstances, an integration is unable to retrieve a task list, or the task list is sorted incorrectly. 00350489 When an import source is in another workspace, and that workspace is not loaded, then the import may be unsuccessful. 00340660 When you synchronize, and the synchronization deletes a list that was referenced by Applies to in a previously deleted module, the synchronization is unsuccessful. 00358575 00354536 00354562 00353599 00353887 00357366 00358575 00358666 00359889 00352767 When an import completes, and not all data successfully imports, the details tab does not display. 00352200 00352227 00352241 00352386 00352600 00352859 00353919 00353926 00354443 00354544 00355216 00355311 00356919 00358575 When you run an import, it may be unsuccessful if another import is being run in the model at the same time. ... View more

*Updated targeted release date*   Based on user feedback, we are updating the behavior of context selectors for Cards in the Additional Insights Panel on Worksheets. Current behavior: Currently, w hen the dimension on pages for a card in the insights panel matches the same dimension as the main grid in a worksheet then the selector is not shown on the card. Even if this was explicitly turned on by the builder. For example, if we look at the below, Time is a context selector for both the main grid and the chart in the Additional Insights panel. However, as the dimensions match and they both represent time the context selector on the card is removed to avoid duplication.   New behavior: From the week commencing the 11th of August, when the dimension in the main grid and card are the same then the context selector will still be shown on the card. However, the builder can still choose to hide explicitly in the context tab settings. How will the update happen? To avoid pages changing straight after the release, the change of behavior will only happen when a page builder enters the page designer. This means page builders can manage the improved behavior going forward. ... View more

Disclaimer:  Please note: The information here is subject to change right up until each release is live. This post is not a commitment to provide any features by a certain time frame and enhancements to the product may change before release. Subscribe here and check back frequently for the latest. Anaplan will be making enhancements to the platform on Saturday, July 17, 2021, from 1:00 p.m. to 5:00 p.m. PDT.  This maintenance window will deliver a new set of platform features that provide more flexibility to manage integrations and synchronize models. New capabilities include: Application Lifecycle Management (ALM) application programming interfaces (APIs): Create revision:   This new API will allow model builders to create a revision in a model by scheduling them on a regular cadence. It will also enable developers to build end-to-end automation from revision creation to change deployment in test and production environments. Get a list of Model Sync Tasks API endpoint:   This new API allows model builders to retrieve a list of all synchronization tasks for a target model triggered via API within the past 48 hours, providing more flexibility to monitor and manage ALM model synchronizations. The platform will be offline during this maintenance event. Once the maintenance is complete, you can resume your work in Anaplan. Stay in touch Follow our platform status in real-time at status.anaplan.com Review all upcoming scheduled platform maintenance in the Platform Events calendar ... View more

Platform Enhancements Released in June Planning & Modeling Explore updates to the New Modeling Experience: Flexible formula editor: Model builders can now reposition and resize the new formula editor, providing more flexibility when viewing and working with large formulas.   Reopen the landing dashboard: Users can quickly reopen their default or landing dashboard directly from the table of contents. User Experience Enhanced look and feel: A few updates have been made to refresh the look and feel of the Anaplan experience to align across desktop, mobile, Anapedia, and Anaplan.com. New colors and textures: The color scheme has been updated on the user interface across the navigation bar and hero header, along with new image textures on the hero header.     Workspace names on home: Workspace names are now listed to the model cards on home, making it even easier to navigate to the correct model from the homepage.   Extensions Google Sheets Add-on: A new version of the Google Sheets Add-on is now available for all customers. This version allows any user with access to refresh the connection and data on a sheet, as per this idea. This new capability extends the ability for more users accessing a sheet to keep the connection and data up-to-date with the latest information.  Some text in the UI has been updated with a new look and feel.  The new version of the Google Sheets Add-on is available automatically, no need to install or download it. Visit Anapedia for more information. Intelligence PlanIQ, the Anaplan time-series forecasting tool, allows planners and model builders to leverage powerful, integrated machine learning (ML) and statistical algorithms. PlanIQ allows the users to quickly set up forecast models and apply them to their business plans fast. The simple and integrated experience allows users to experiment and choose best performing models for their needs, all within the Anaplan platform. Check out these resources below to learn more about PlanIQ: Demo video PlanIQ solution brief PlanIQ data sheet Anapedia   Platform updates targeted for July 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. Subscribe here and check back frequently for the latest. Planning & Modeling New Modeling Experience: More updates to the modeling experience are set to release in July: Tab reordering: Users will be able to quickly reorder their model object tabs in the tab bar. Formula indentation: Model builders will soon be able to leverage indentation formatting in the new formula editor. User Experience Grid enhancements on mobile: Grids in the mobile app will soon be editable without maximizing the card. Favoriting apps: Users will be able to favorite the apps that they need most for even quicker access to them on Home. Extensions Excel Add-in 4.3: This new version will be available to customers in a phased rollout at the end of July. This new version will enable users to clone the connections of an entire workbook into a new workbook, open workbooks with duplicate connections, and more. Join the feedback group to get access as soon as it is released. Intelligence View the forecast action execution history/status in PlanIQ. Soon users will be able to track detailed forecast action execution history and status on the forecast actions page in PlanIQ. Extensibility Anaplan Connector for DocuSign: We’re refreshing the Anaplan Connector for DocuSign with an updated, more streamlined user interface consistent with the Anaplan UX. Upcoming scheduled maintenance: July 17: Platform offline: Product Enhancements July 31: Platform offline: Infrastructure update Have questions or looking for an update? Stay in touch: Stay up to date with upcoming downtime releases at status.anaplan.com Subscribe to the Platform Releases blog to learn more about product enhancements Review all of our scheduled platform maintenance windows in the Release Calendar ... View more

Users can automate and schedule integrations with IICS directly using the Anaplan connector, eliminating the need for additional point products. In addition to this, users can access hundreds of pre-built connectors via IICS, and enable connections with systems like Salesforce, Workday, NetSuite, Oracle, SAP and more.   As of June 2021, we've added new capabilities that are sure to enhance the integration experience. This latest release includes feature enhancements like:  Support for workspace names and model names within the Connection objects. This feature simplifies the configuration process for integrations.   Ability to download error files from model-to-model imports within an Anaplan process action.   We have also made some bug fixes within the connector that will ensure a more user-friendly experience .  Fixed NULL pointer error when at least 1 type of each action (Export, Import, Process, Delete) is not present in Anaplan model. Connector now displays a user friendly notification.  Anaplan exports run indefinitely when Anaplan model history is used as source object. Error dumps for model-to-model Imports cannot be retrieved. Data export from model fails in case of multi-line text.  Integration runs indefinitely when Anaplan Export source fields differ from the initial Export definition. If you have any further questions, you can refer to Anapedia to learn more about the Connector and access the connector through the Informatica Marketplace .    ... View more

Disclaimer:  Please note: The information here is subject to change right up until each release is live. This post is not a commitment to provide any features by a certain time frame and enhancements to the product may change before release. Subscribe here and check back frequently for the latest. Anaplan will be making enhancements to the platform on Saturday, June 19, 2021, from 1:00 p.m. to 5:00 p.m. PDT.  This maintenance window includes infrastructure updates that will continue to strengthen the Anaplan platform. These updates will allow us to deliver future enhancements to your planning experience. The platform will be offline during this maintenance event. Once the maintenance is complete, you can resume your work in Anaplan. Stay in touch Follow our platform status in real-time at status.anaplan.com Review all upcoming scheduled platform maintenance in the Platform Events calendar ... View more

Effective business planning hinges on accurate forecasts. Anaplan PlanIQ puts the power of intelligent forecasting in the hands of more business users so they can leverage artificial intelligence (AI) and machine learning (ML) to create and run finely tuned forecasts based on internal and external drivers. PlanIQ empowers users to plan across a variety of scenarios quickly and effectively with automation and repeatability, delivering fast time to value and cost savings. Now, more teams can improve the accuracy of their predictions and automatically track new insights as business grows to further optimize business. Amazon Forecast is the first predictive engine to integrate with PlanIQ. Key capabilities include: The ability to train forecast models with AI/ML to equip users with quality metrics. Users can harness forecast models to generate accurate predictions. Easily select Anaplan module data for model training. Train forecast model automatically with Anaplan Auto ML or manually with pre-built. algorithms such as DeepAR+, CNN-QR, ARIMA, Prophet, or ETS. Gain transparency into automated choices and configurations.   Easily embed AI/ML forecasting into existing processes, schedule predictions and monitor quality. Validate model training data automatically. Surface and correct data issues. Schedule forecast operations to match organization’s forecasting cycle. Support ad-hoc predictions to allow planners to run forecasts as and when they need to directly from an Anaplan new UX page. Compare forecasts with actuals automatically and prompt users to act. Check out the following content for more details about PlanIQ: Anapedia PlanIQ solution brief Demo video PlanIQ data sheet Press release  Anaplan Intelligence webpage   PlanIQ is currently available to purchase for all customers. Speak to your Anaplan representative today for more information. ... View more

Management Reporting with Anaplan allows users to create highly formatted, customizable reports that are designed to provide management and stakeholders with key insights. Built fully into the Anaplan UX, Management Reporting extends existing reporting capabilities by allowing more users to create dynamic visual narratives with their data to help business leaders pinpoint drivers, align, and act fast. Users can leverage Management Reporting to generate robust, management-level reports with simple to use, powerful tools. In addition, reports can be easily customized and configured to share with teams at any level of the planning process. Key Management Reporting features include: Report page: Access a highly formatted and structured report page to achieve clear visuals for executive and financial reports. Flexible reports styling: Enhanced flexibility and formatting help showcase key data. Presentation table: Present financial reports such as profit and loss (P&L) in standardized tables. Distribution of reports: PDF reports export as a single or multi-page report pack. Check out the following content for more details about the upcoming Management Reporting capabilities: June 2021 CPX Session: Using Management Reporting to Engage Executive Stakeholders  Reporting with Anaplan overview brief Newsroom announcement  Anaplan User Experience webpage Management Reporting is currently in early access and will be available to all customers later this year. ... View more

Released in May Modeling Enhancements New Modeling Experience is live: The New Modeling Experience is available for all customers. You can now choose to open models in the new experience via a toggle on the Home page or continue to use the Classic experience. Click here for a short demo video. Model builders can access new capabilities in the New Modeling Experience, such as a formula editor and fast access to modeling screens to improve productivity. End users will experience a new look and feel for smoother navigation and faster access to the information they need most from models. Read the Community blog for more details about how to get started with the New Modeling Experience today. UX Updates App-level page access control: There are now more ways to view and manage page access configurations for all pages in an app within a single experience. This speeds productivity and reduces the time it takes to restrict access to pages. It also provides greater visibility into all restrictions applied across the app.   Chart setting updates: Model builders can now change the label and axis colors on charts, allowing for increased flexibility and customization. Resizing nested columns: Resize nested columns on a grid. Users can resize the column widths in design mode and save the format as part of the page. See example video below for more details: Mobile push notifications: Receive a notification from the Anaplan app on your mobile or tablet device when you have been tagged in a comment, so you can ensure you’re pulled in to the decision-making process wherever you are. Interacting with charts on mobile from the board: Following the release of board-level editing for field cards, you can now select data points on KPI sparklines, choose which series to show on charts on the fly, and pinch and zoom to view charts in detail without maximizing the card. Slack notifications: Stay in the know with Slack notifications for when a page is shared with you or you’re mentioned in a comment. Comment deletion: Delete comments on cards to make sure the latest information is reflected. Sharing with context: Share pages with context to help colleagues pinpoint the information they need.  Security Updates Central Identity Management User Admin role is live: User Admins can now create, add, and remove users to and from workspaces through the Administration console. Workspace Admins (WSAs) will still be able to create, add, and remove users in parallel to the User Admin capabilities through a single plane of glass. Read the Community blog for more details.   Extensibility Enhancements Anaplan Connect updates: We've refreshed and given Anaplan Connect some added capabilities, including support for our latest set of APIs. Anaplan Connect is flexible with scripts that can be scheduled using either a user’s primary operating system or a third-party system. Read the Community blog for more information. New Transactional APIs include list and model metadata APIs: The new set of Transactional APIs focuses on the ability to make quick changes to your list items and query detailed properties about your models. With these APIs, customers can select lists at runtime and update them without the need to create Import and Export actions, as well as gain more visibility into their Anaplan models. Read the Community blog for more information. Ideas Delivered in May NUX Comments - Delete & Tag NUX Resize nested dimension columns Change column width for nested list dimensions in Anaplan UX Targeted for June 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. Subscribe here and check back frequently for the latest. UX Updates Grid enhancements on mobile: Grids in the mobile app will soon be editable without needing to maximize the card. Grid cards will also dynamically resize to fit the grid, making it easier to see a full view of your data on the board. Join us at CPX June 9 Tune in and join us for a virtual Connected Planning Xperience (CPX) on June 9. Our product leaders will share the latest Anaplan platform innovations and announce exciting new capabilities. Register now. New Login Page On June 16, users will notice that the Anaplan login page has a modern new look and feel. Users will simply enter their username and password as usual to access Anaplan.   IE11 and Microsoft Edge Legacy Deprecation In our commitment at Anaplan to align with industry best practices, we are ending support for Microsoft Edge Legacy and Internet Explorer in 2021. Microsoft has announced end of support for Microsoft Edge Legacy on March 9, 2021 as well as for IE11 with Microsoft 365 products on August 17, 2021. We have made the decision to follow this timeline.  Users may continue to use IE11, but any errors logged with support will not be fixed as it is an unsupported browser that will not be updated by Microsoft. We recommend customers adopt a supported browser to receive appropriate updates and maximize the value of their Anaplan activities. Upcoming scheduled maintenance: June 5: Platform offline: Infrastructure update June 19: Platform offline: Infrastructure update Have questions or looking for an update? Stay in touch: Stay up to date with upcoming downtime releases at status.anaplan.com Subscribe to the Platform Releases blog to learn more about product enhancements Review all of our scheduled platform maintenance windows in the Release Calendar ... View more

As a quick recap, Anaplan Transactional APIs drive agile integrations, deliver requirements faster, and help customers make the most of their IT investments. Customers can easily set up Anaplan integrations with minimal prep work. Once set up, customers can quickly access information on model and workspace properties.      The new set of Transactional APIs focuses on the ability to make quick changes to your list items and query detailed properties about your models. With these APIs, customers can now select lists at runtime and update them without the need to create Import and Export actions. Customers can now gain more visibility into their Anaplan models and quickly determine if certain properties have changed.  Read on below to see a complete list of API updates:    Key Features  List APIs Add List items without using Import action Update List items without using Import action Delete List items  without using Delete action  Metadata APIs Retrieve Version Metadata  Version switchover period  All Transactional APIs  are now available to all customers and partners. Read the  API documentation  for more information, rev iew the  Anapedia article,  and visit  Ana plan.com/platform/extensibility/ .     Check out the latest Transactional APIs in action with the demo video below:   ... View more

Disclaimer:  Please note: The information here is subject to change right up until each release is live. This post is not a commitment to provide any features by a certain time frame and enhancements to the product may change before release. Subscribe here and check back frequently for the latest. Anaplan will be making enhancements to the platform on Saturday, June 5, 2021, from 1:00 p.m. to 5:00 p.m. PDT.  During this time we’ll be strengthening the platform infrastructure to ensure an optimized Anaplan experience and prepare for future feature releases. The platform will be offline during this maintenance event. Once the maintenance is complete, you can resume your work in Anaplan. Stay in touch Follow our platform status in real-time at status.anaplan.com Review all upcoming scheduled platform maintenance in the Platform Events calendar ... View more

On June 16, users will notice that the Anaplan login page has a modern new look and feel. Users will simply enter their username and password as usual to access Anaplan. Take a look at a preview of what the new login page will look like below. ... View more

Users can install Anaplan Connect on a dedicated computer or server behind their network firewall and begin to write and execute integration scripts. Anaplan Connect is flexible, having scripts that can be scheduled using either a user’s primary operating system or a third-party system.   We've refreshed and given Anaplan Connect some added capabilities, including support for our latest set of APIs. New features include:  Supports using Workspace & Models names, along with IDs, in integration scripts, thus making your integration scripts more readable and portable. Display lists of workspaces along with space allocated and space used (bytes) - helps to automatically determine overall space consumed and remaining space in workspace Display lists of models and space used (bytes) - helps to automatically determine over space consumed Get a complete list of modules and saved views within your model Display detailed metrics for model Lists - helps to automatically answer questions such as how many Lists are present, which Lists are numbered Lists, what is current Index value of Numbered Lists, customer properties and data types and much more. Read data from Module views without using Export actions (up to 1M items). You can provide name of Module & View to read the data to directly read cell data. Read items from  model lists without using export actions (up to 1M items). You can provide name of List to directly read data. Bug fixes Anaplan Connect is free to download here . Please refer to Anapedia for more information.      ... View more