Hello @hidetoshifujimo! Our User Groups may be just what you're looking for. They are smaller, region-based communities of customers and employees who meet regularly online, as well as periodically in-person throughout the year to share best practices, success stories, and other helpful information. Visit the User Groups page to get started (the link to our Tokyo group is below), and email email@example.com for additional information anytime!
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'Twas the week before Christmas, and at the North Pole The elves were a-stirring; they’d lost all control. The workshop was messy with toys everywhere, Unwrapped and unfinished and in disrepair.
The problem was Christmas had grown every year ‘Til planning was now their primary fear. Twelve months to prepare was no longer enough For the billions on Earth—they just couldn’t keep up.
The door to the shop flew wide with a clatter, As Santa arrived and saw what was the matter. He took in the mess with a glance ‘round the shop Then sadly sat down on a chair with a plop.
“I’ve known this was coming for a good while now,” He said, “But I’d hoped to delay it somehow. My process is ancient; my systems are junk. I need a solution that scales, or I’m sunk!”
At that moment far south in a town by the bay, A planning alert caused the team to say, “Hey! We’re needed right now! Deploy Anaplan quick!” So they modeled and D.I.S.C.O.’d all night for St. Nick.
"Now, Data! Now, Modules! Line Items and Reference! On, Filters! On, Dashboards! On, Graphs and Performance! Make sure it’s optimized! This model can’t fall! So test away! Test away! Test away all!"
Joined in the cloud, they modeled as one Overcoming all obstacles, they got stuff done! Once they’d ensured it was ready to go, They emailed ol’ Santa and they let him know.
“Dear Sir,” it said, “We heard of your need And prepped a response with remarkable speed! Legacy tools just aren’t meant to expand To meet global supply chain and workforce demands.”
“Connecting your plans, your data, and teams Will streamline your workflow and fulfill all your dreams. Use this model to fix things, as quick as a wink. To get started now, just click this here link.”
His eyes—how they crinkled as he read the letter. He wondered, “Could this tool really be so much better?” His droll little mouth was tight-lipped with his doubt, While he thought through his options and outlined his route.
Then he said, “Well, why not?” as he loaded the site, “No more time to waste! I’m too near Christmas night!” He loaded his workspace after logging right in. When he saw what was there, he broke into a grin!
A solution so simple, so ready to help That he laughed when he saw it in spite of himself. A multi-dimensional cure for his woes That will adjust and respond as his enterprise grows.
He followed instructions and took good advice By making his Lists and checking them twice. With Rolling Forecasts, Filters, Versions, and Roles, Kris Kringle was back to meeting his goals!
On the night before Christmas, the elves met near the sleigh To toast the success of the Anaplan Way. As Santa, with full inventory, took flight: “Connected Planning for all! And to all a good night!”
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The holidays: that magical time of year when even non-planners start making lists and coordinating schedules. In an attempt to do our part to make some of that easier, we've compiled our 2018 list of the 15 best gifts for planners of all kinds (in no particular order). From fun to functional, informative to instructional, we've tried to ensure that there's something for everyone.
So...whether you're looking for items to add to your own wishlist or need help finding just the right thing for someone who always seems to be one step ahead, read on—and happy holidays!
Plan for the unexpected! Recently improved, the new Wallet Ninja boasts 20 different tools, including screwdrivers, wrenches, bottle and can openers, rulers, mirror, letter opener, and even a cell phone stand! It's made of durable heat-treated steel, weighs less than an ounce, is the size of a credit card, and even meets TSA requirements for air travel. It also comes in either black or pink.
Bucket List Adventure Journal
Don't just dream about "someday;" create a plan and track your progress toward those life achievements before you kick the...well, you know. This handmade 6" x 9" journal from Woodchuck USA has a genuine wood cover and pages that let you list your goals and the steps toward achieving them as well as providing the space to document them when they happen. Bonus: for each item purchased, Woodchuck plants a tree elsewhere in the world—which is planning we can get behind!
Subscription to Blinkist
The number of books with ideas that change our lives, businesses, and culture—and affect our plans—is only increasing. Blinkist can help you stay on top of it all. They consolidate the main ideas from bestselling nonfiction books into text and audio that you can easily absorb during a single commute. Jumpstart your personal growth with their library of over 2,500 titles (more added each month) in areas like Communication Skills, Management and Leadership, History, and Psychology.
Satechi Travel Router
We've all felt that helpless feeling of dwindling productivity while trying to work on bad hotel wifi. This neat gadget will either boost an existing wifi signal or create a hotspot out of a wired ethernet connection. It's also an international power adapter and USB charger.
Subscription to a Meal Prep Service
If you've listened to a podcast or two, you're probably already aware of these subscription services. Some (Blue Apron, Hello Fresh, etc.) send you full meal kits, complete with ingredients ready to go; others (like Prep Dish) plan your menu and provide a grocery list and preparation instructions. There are myriad options for every dietary preference or need, every level of kitchen experience, and every budget. Whether all the time or just during a busy season, letting someone else handle your meal planning can free up bandwidth to let you focus elsewhere.
"Planners Gonna Plan" T-shirt
You've already got next week—next year!—figured out, and you don't care who knows it. Soft, comfortable, and available in lots of colors. What's not to like?
Machine Learning for Dummies
Learn what you need to know about the future of technology and trends that are already influencing plans and planning tools. If you're already feeling behind the curve with terms like "artificial intelligence," "machine learning," and "predictive analytics," get started with this or any number of other great resources.
While most tabletop games rely fairly heavily on chance, Concordia lets you flex your planning muscles by allowing you to map out your upcoming moves several turns in advance. Set your goals, enact your plans, and try to outpace your opponents in this game of trade and economic expansion that's easy to learn and fast to play. Multiple expansion packs are also available.
Rigid plans break easily, so being able to adapt with flexibility, grace, and speed are key. The skills taught in improv are widely applicable in business and other areas of life and you don't need to have a theater background or feel like an actor to learn them. Most local communities have theaters or programs that teach introductory classes, and they're worth seeking out!
Lego Architect Studio
Urban planners, this one's for you: learn architecture design basics using the world's favorite toy. This kit isn't cheap, but it includes more than 1,200 pieces and a 272-page guidebook written by leading architects, and it's been endorsed by multiple leading architecture firms.
Subscription to Zapier
Zapier is a service that creates automated workflows between tasks you perform within other apps and services daily, allowing you to quickly build processes that improve efficiency. Want Gmail attachments to automatically download into Dropbox and then notify you via Slack that it's done? No problem! At the time of writing, Zapier connects with more than 1,000 apps and services. While it's free, their premium plan allows for longer workflows and priority support.
The Bullet Journal Method
Get up to speed on (or go deeper with!) one of today's most popular mainstream techniques for planning and organizing life's details. Written by Ryder Carroll, the creator of the original Bullet Journaling system, this book unpacks more of his vision for "intentional living" by eliminating distractions and focusing on what's most important and meaningful to your life and work.
Short-term Personal Assistant
For those times when you (or someone you know, technically, but we all know who this is for) just don't have enough hands or time, it's now possible to hire a personal assistant for a day–or even just a few hours. In today's gig economy, many staffing agencies now offer the option to hire assistants on a (very) short-term basis so you can get help with an event, catch up on emails, or organize a big project.
Smart Home Devices
Alexa, Siri, and Google are now household names, and their capacity to assist is growing all the time with a number of innovative new interfaces. Whether you're just planning your schedule and grocery list or automating the rhythms of your home by connecting your thermostat, lights, and other appliances, these smart devices place the voice-activated home of the future squarely into the realm of the possible present.
What would a gift guide for planners be without, you know, an actual annual planner on it? There are so many different styles to choose from, but this is one of our favorites. Its portable size, lay-flat binding, ideal paperweight, variety of covers, and stylish Japanese touches make this an elegant and thoughtful gift that, for an item that's in such constant use, should be more than merely "functional."
Did we miss your favorite gift idea? Let us know in the comments below!
Disclosure: None of the companies, products, or services paid for placement on this list in any way.
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Thank you to everyone who participated in our inaugural Community Costume Contest. We had some very creative entries!
After evaluating all of the submissions, we are pleased to announce the winners. The Community team scored each entry on an objective points system based on creativity, quality, and execution of the "planning" theme—and the results were very close!
Without any further ado, the top three winners are:
First Place: Carmen Plandiego - mark_godfrey
Second Place: Connected Planning Super Hero (complete with cloud cape) - noelle_murphy
Third Place: Rosie the Pivoter - ylqiu
Congratulations to our winners! Who is your favorite? Be sure to let them know by giving them kudos on the contest entries page.
We hope to see you again next year. Happy Halloween!
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Think back to the last time you encountered a technical challenge. Even if the solution you ultimately found was a simple one, the frustration you experienced in the moment was very real, as was the relief upon finding the answer to the problem.
That's why there's almost no better feeling than when someone understands what you're going through and can offer a quick fix that works.
In today's edition of "Community Says," we get to spotlight an example of this very thing. Community user RalfdeGier recently posted a question in the Modeling forums that seems to have been causing some headache. His request concerned end users accidentally changing the labels on dashboard items and what could be done about it.
Community user AntonMineev was able to provide a quick solution using Anaplan's roles and permissions systems and a link to Anapedia (our product documentation site), prompting a short but quotable response from RalfdeGier:
I didn't know that the answer was that simple!
We love this kind of interaction; providing simple answers to challenging problems is a win for everyone. Plus, it reinforces that even complex things can be simplified—one of the core ideas that led to the creation of Anaplan.
Be sure to check out our forums to see what other conversations are happening and get involved. Post your questions, provide solutions for others, or both! Community Forums is a great place to get started.
More from Community Says:
Community Says: Formula Debugging
Community Says: Thank You
Community Says: Error in Importing
Whenever you come across something in the Community that was helpful to you (or that you feel would be helpful to others), be sure to add the Community Says tag to the post. We might feature it in a future edition of the "Community Says" series!
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Each edition of Community Says spotlights a recent comment shared by a member of the Anaplan Community that was particularly helpful or beneficial to the greater Community as a whole.
Today we're revisiting our recent Ask Me Anything session with partner and Master Anaplanner Chris Weiss. If you didn't participate or have a chance to read through Chris' responses yet, we highly recommend doing so. He offered so many insights on a variety of different topics that it was very difficult for us to pick just one quote!
Having said that, we finally settled on giving special mention to Chris' views on the benefits of being a Master Anaplanner:
"Once I identified a passion for working with Anaplan and aligning my career on this path, it was challenging at first to get the support I needed to not get pulled in other directions. Becoming a Master Anaplanner really helped to align my company’s priorities for how I spend my time with my personal desired career path."
The Master Anaplanner program is our certification for top model builders who wish to advance their careers and continue to build their brand within the Connected Planning industry. Now is a great time to learn more about it and plan to get involved. As Chris says:
"The real value I’ve gotten from it is being around some of the smartest people and being involved in the high-level leadership and decision-making that somebody at my level usually wouldn't be involved in. So I’ve been able to learn a ton about being part of building a business that I otherwise wouldn’t have had access to, which has really helped me grow as a professional."
The value isn't just to the individual but also what they can bring to their employer and customers.
"I truly believe in the power of this business-owned platform, so what better way to have expertise in house than to have some Master Anaplanners around!"
To learn more about the program and how you can participate, head over to our Master Anaplanners FAQ page in the Community, or reach out to MasterAnaplanners@anaplan.com and request to be notified of upcoming program enhancements and other announcements.
Mark your calendar for the week of October 10 for our next Ask Me Anything session. We'll be talking to Anaplan's Chief Architect, Duncan Pearson. Get your questions ready!
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It's trivia time! Here's your chance to see how much you know about Anaplan—or at least learn a bit more about Anaplan's history and culture.
Tackle these 10 questions and see how well you do. If you get stumped, try searching for answers (hint: the Anaplan.com filter option may help you here!).
And if you like testing your knowledge with interactive quizzes, check out all the free courses available in the Anaplan Academy. From model-building basics to deep dives into Anaplan functions and add-ons, you'll be sure to find learning opportunities for your level of need and ability.
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The Community Roundup is here to help you stay on top of what's new and interesting in the Anaplan Community. Today we're presenting some new additions to the Anaplan platform and the Community, as well as sharing some exciting opportunities to connect with other Community members.
It's easy to let your voice be heard when you have a way to make things better.
If you've ever had an idea for an Anaplan improvement or enhancement, but you haven't been sure of how to request it...wonder no more! Last week, we launched our Idea Exchange, and our members are already submitting suggestions! You'll find the interface for browsing, filtering, and rating ideas is simple, and sharing your own is a snap! You'll always be able to see the status of your idea–whether other users are voting for it, or it's been accepted into our development roadmap, or even if it's already been delivered. Check out our recent blog post, Introducing the Idea Exchange, then log in and share your ideas!
Have you subscribed to our Platform Releases blog? It's the best place to learn about what's new and upcoming with the Anaplan platform.
Recently, two new tools have been released to improve your platform experience.
The brand new Excel Add-in (version 3.0) is here, with improvements to performance, infrastructure, flexibility, and design. Also now in general availability is the Anaplan v2 Connector for MuleSoft, which includes a long list of new and updated features that you can read about here.
Both of these updated tools offer increased security and performance for integrating and accessing your Anaplan data with other resources you use every day. Be sure to check them out and explore our Data Integration area in the Community to learn more.
Upcoming User Group Meetups
User Group Meetups are currently scheduled for both Houston and Dallas, Texas; France; and the Netherlands–with full details coming soon!
Anaplan User Groups offer opportunities to connect with and learn from other Anaplan users throughout the regions where you live and work. In addition to providing virtual spaces for interaction, many of our User Groups host in-person meetups throughout the year. These events provide a variety of ways to enhance your Anaplan experience, including customer stories, product roadmap discussions, Q&A sessions, and the chance to network with peers.
If you're not in one of these regions, keep an eye on the Upcoming Meetups tab of the User Groups page; we have more meetups being planned through the rest of the year. And if you would be interested in hosting a meetup, please let us know!
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The Community Roundup is your source for all the latest developments in the Anaplan Community. Today we're spotlighting recent upgrades to the Community experience, additions to one of our marquee programs, and an exciting upcoming opportunity with one of our Anaplan Partners.
The Community's New Look
If you've been a Community member for more than a couple of weeks, you've probably noticed that we've redecorated with new colors and an updated layout. While the biggest changes are visible on the Community homepage, you should see these changes throughout the rest of the Community, too. Here are some highlights:
Navigation: Based on your feedback, we've improved the Community site navigation, retiring the former left-side menu in favor of one at the top of the page. Between this and our global search, it's now easier than ever to find exactly what you're looking for.
Announcements / News & Events: Find out what's trending in the Community with a new rotating announcements section at the top of the homepage and a dedicated News & Events section further down. Learn about upcoming Ask Me Anything events, User Group Meetups, featured content from both the Anaplan Blog and the Community Blog, and more.
Platform Updates: Stay current on upgrades to the Anaplan platform and get answers to your questions. With one click from the homepage, you can now access the Platform Releases blog, Release Calendar, Upcoming Features Knowledge Base, and Platform Release discussion forums.
We welcome your feedback about these updates. If you have something you'd like to share, please leave a comment below.
User Groups Are Growing
We're excited to announce the creation of a new User Group for the Mid-Atlantic region.
If you're located near Philadelphia, Pittsburgh, Baltimore, Washington, D.C., or any of the surrounding areas, this group is for you! Connect with other Anaplan users, participate in local in-person meetups, and advance your knowledge of and experience with the Anaplan platform.
If you haven't yet joined a User Group, now is a great time to do so. We currently have more than 20 groups organized by various regions around the world. To join a group, simply visit the User Groups page, select the group most relevant to you, then click the Join the Group button. There are two upcoming User Group Meetups (for Seattle and Chicago) as well—and you're invited, so be sure to check them out!
Ask Me Anything Returns
We hope you've enjoyed the previous editions of Ask Me Anything, spotlighting Anaplan leaders David Smith, Mark Shemaria, and Sampath Gomatam. Coming up the week of September 9, we're pleased to feature for the first time an Anaplan Partner (and Master Anaplanner)!
Chris Weiss (NA Lead Solution Architect, Sales Strategy & Planning) from Accenture will join us in the AMA forum to answer all your partner-related questions. Post your questions any time during the week, or join Chris live for a one-hour forum chat session.
Save the date, and be sure to join the Ask Me Anything group so you don't miss anything!
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Community Says is a new ongoing series spotlighting some of the insights, advice, and information posted by our Community members.
This week, we're spotlighting Partner, Master Anaplanner, and Community Super Contributor PaulRitner of Accelytics!
In a recent forum conversation about debugging formulas (specifically, how to know what's happening in a formula), he wrote:
Often I'll paste the formula into a text editor...add carriage returns to make the reading of the formula easier, and then test pieces of it separately...
If I have time on the project, I'll go back and rethink very long formulas with a focus on simplification.
...there's almost always a simpler way in Anaplan; we just have to find it.
If this advice helps you feel free to save or share the quote with your network. You can also contribute your additional ideas about formula debugging by joining the original discussion.
More from Community Says:
Community Says: Formula Debugging
Community Says: Thank You
Community Says: Error in Importing
Have you come across something in the Community that you feel would benefit other users (even if you're the one who posted it)? Be sure to add the Community Says tag to the post so that we can consider it for a future edition of this series!
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Hi, Matthew! Brandon Roy and Robert Heintz have already gotten in touch with us to get the ball rolling. I'm guessing you've already spoken with them as well, but they would be the people to reach out to. In the meantime, the registration page for your event is live here.
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We are looking for experienced Anaplan users to make the Community the premiere location for all things planning.
Share your knowledge of connected planning and the Anaplan platform and earn recognition for your thought leadership!
Perhaps you've created a brilliant guide related to a tricky Data Integration process. Maybe your Dashboards are the best anyone has seen. If you've memorized all the calculation functions, can export data in your sleep, or are your team's go-to person for modeling questions, this opportunity is for you.
"What's in it for me?" Good question. Becoming an official Content Contributor offers a number of great benefits. You would:
Be able to publish articles and other content to the Community's knowledge bases regarding topics like Modeling or Application Lifecycle Management.
Receive author credit on all of your published content, allowing the community to search and subscribe to your work.
Gain access to our Community Contribution forum, which offers the chance to connect and collaborate with subject matter experts and other Content Contributors.
Improve your writing ability with our library of best practices articles, style guides, templates, and more.
All we ask is that you participate regularly. Each of our Content Contributors actively creates new content throughout the year. This could be articles, infographics, videos, or even just forum interactions that assist others in their content creation or user experience.
If this all sounds good to you, complete this form. Be sure to let us know you're serious about getting involved by including what topic(s) you would be interested in covering and whether you have already contributed content to the Community. Once you've submitted the form, someone from the Community team will respond to you within 2-3 business days.
Thank you for helping to make the Anaplan Community the destination for Connected Planning!
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If you are having difficulty with importing, this guide will walk you through some steps to help you identify and resolve your issue. Start with Option 1, and only proceed to Option 2 and then Option 3 if the preceding steps do not resolve your issue.
If you continue to experience difficulty with your import, please contact Customer Support via email, phone, or chat.
Remove the original source model data source from your target model, and try importing again. You will need to delete the mapping to the original model before remapping and reconnecting to this copy of the model.
Go to Settings, and select Actions.
Click Manage Import Data Sources.
Look for the source model or source of the problem import.
Click it, then press Remove.
Now you can re-attempt your import, but you will need to re-build/re-map it.
You may have experienced this error if you import the model to another workspace than when your import was set up. The following scenario may describe how this occured:
Source model A on Core 1 Target model B on Core 1
On the target model, import from source model A to your list
Import target model A to core 2
On the target model, select your list and import from source
This produces the error "Failed to locate model (source model)."
To fix this, remove your original source model data source from your target model, and try again.
Close all tasks in the problem workspace and try to import again.
To do this, click on your name on the top right of your workspace.
Click Manage models.
Click Manage tasks.
Click on each task and end it.
Open the desired import(s).
Delete the source file from the model.
Attempt to upload the desired import(s) again.
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If you are unable to access Anaplan, there are several possible causes. This guide will walk you through some of them and assist you in troubleshooting your issue. If you continue to experience difficulty accessing Anaplan, please contact Customer Support via email, phone, or chat.
As a starting point, please ensure:
you know your login credentials. (If you are unsure of your credentials or believe you may have forgotten them, please see My email address or password is not correct below.)
you are using the correct login URL: https://sdp.anaplan.com/launchpad
Please locate the statement below that best describes your situation and attempt the troubleshooting steps that follow.
My email address or password is not correct.
Ensure that you are using the email address that is registered within Anaplan. Check with your workspace administrator to verify that your email address has been registered and is the correct address.
Attempt to reset your password using the Forgot password? link on the login page. If you are unable to successfully reset your password and log in, please contact Support.
I requested a password reset, but the reset link I received is not working. Your internet browser may have cached corrupted or outdated data. Try clearing your browser's cache, attempt logging in with a different browser, or even reinstall your browser.
I am receiving an "account locked" message. You have attempted to log in with the incorrect credentials too many times. Please attempt to reset your password using the Forgot password? link on the login page. Contact Support if you do not know or cannot remember your login credentials.
I am receiving an "account inactive" message. Your account has been marked as "inactive." Please contact your workspace administrator to request access to at least one model in order to reactivate your account.
When I log in, I do not have access to any models and/or any workspaces. If you do not currently have access to models or workspaces, please contact your workspace administrator directly to request access.
Unable to access Anaplan as web session is either being redirected or certificate information isn't matching. Access the model via launchpad, do not use a bookmarked URL.
View a short video regarding issues accessing Anaplan
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This item has been identified as an outstanding known issue as of the 21 April, 2018 platform release . Please contact Support at firstname.lastname@example.org immediately if you encounter this issue. A workaround is provided until the issue is officially fixed. "An internal error occurred" when editing a file import action, or "String index out of range: 0" error when running an import. The above errors occur respectively when the file import definition does not contain any column separators e.g tab, comma, semicolon or other. Re-upload the file Select one of the column separators Save the import definition.
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This item has been identified as an outstanding known issue as of the 21 April, 2018 platform release . Please contact Support at email@example.com immediately if you encounter this issue.
A workaround is provided until the issue is officially fixed.
Receiving the following error when exporting Module Data as XLS:
An internal error occurred.
Runtime: MalformedURLException occurred: no protocol: (caused by: Malformed URL: no protocol: )
or when exporting as PDF:
An internal error occurred.
Error generating PDF.
The above errors are thrown respectively when the following occurs:
1) Module contains at least 2 line items, one line item has TEXT format "Text Type of Link" WITHOUT value and the other is of any format (Number, Boolean, Date, Time Period, List) WITH value.
2) Line Items dimension must be on Columns in Pivot window.
Use either of the following:
Ensure Line Item with TEXT format "Text Type of Link" has value in it. If Line Item has more than 1 cell, ensure ALL cells are updated.
Use other file type for export, don't use XLS and PDF format.
Hide Line Item with Text Type: Link format.
Pivot Line Item dimension other than on Columns.
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This item has been identified as an outstanding known issue as of the 21 April, 2018 platform release . Please contact Support at firstname.lastname@example.org immediately if you encounter this issue. A workaround is provided until the issue is officially fixed. Note. You can only hit this issue if you have already encountered the issue described here. Receiving an error when attempting an ALM sync: An internal error occurred while preparing the structural changes for synchronization. Reason for error: Parent line item is not a summary line item If your line items have "Is Summary" checked in the development model, but incorrectly unchecked in your production model due to the issue described directly above, you are unable to subsequently sync if you do the following: Give a formula to the line item which has a parent in the development model but incorrectly does not have a parent in the production model (due to "Is Summary" not being checked). If you see this issue has occurred in your ALM models, for line items you have identified follow these steps: In the dev model, remove or revert the formula change back to what it was originally Sync to your production model In the dev model, add the new formula back Sync to your production model. You will now want to take the steps to fix the "Is Summary" checkbox for these line items as described in the issue and workaround directly above
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This item has been identified as an outstanding known issue as of the 21 April, 2018 platform release . Please contact Support at email@example.com immediately if you encounter this issue. A workaround is provided until the issue is officially fixed. After an ALM sync, line items which have "Is Summary" checked or a parent in the development model may have them incorrectly unchecked and therefore not have a parent in your production model. No error is given on the sync and it passes successfully. This problem occurs if you have the following: A number formatted line item which has "Is Summary" checked in the production and development models And you change the format (e.g. change the number of decimal places) of this line item and sync. As a result, "Is Summary" becomes incorrectly unchecked and the parents removed in the production model, but is still correctly checked and correctly identified parents in the development model. If you see this issue has occurred in your ALM models, for line items you have identified follow these steps: In the dev model, untick "Is Summary" Sync to your production model In the dev model, tick Is Summary Sync to your production model.
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This item has been identified as an outstanding known issue as of the 21 April, 2018 platform release . Please contact Support at firstname.lastname@example.org immediately if you encounter this issue. A workaround is provided until the issue is officially fixed. Receving the following error when attempting an ALM sync: An internal error occurred while preparing the structural changes for synchronization. Reason for error: Module.lineItem has invalid combination of empty Formula, and Summary set to 'Formula' This error is thrown if the following occurs: You change the format of a number formatted line item (e.g. change the number of decimal places) And set the summary method to "Formula" when the line item already has a formula. For the Module.lineItem referenced in the error follow these steps: Change the summary method to sum in the development model Sync to your production model Change the summary method to formula in the development model Sync to your production model.
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This list exists to provide a single source of truth for official preferred spellings and usage for Anaplan-related words and phrases as well as abbreviations, acronyms, and various other business and technical terms.
This list is likely not exhaustive, and as such will grow and change over time. If you have questions or if the word list does not address a particular need, please email email@example.com.
Click the letter below to be taken directly to that section:
# A B C D E F G H I J K L M N O P Q R S T U V W X Y Z
not 24x7 or 24-7
actual OR actual version
an adverb without a hyphen, as in Decisions were made ad hoc.
an adjective with a hyphen, as in ad-hoc decisions
verb, to influence. See effect
short for also known as. All lowercase letters, no spaces or punctuation
see Application Lifecycle Management
Anaplan App Hub
not AppHub, Anaplan Hub, App Store. Use App Hub on second reference
Capitalize both words, but not the preceding The unless it begins a sentence. Avoid using Community alone to refer to the Anaplan Community.
Capitalize both words. Is a command-line client to the Anaplan cloud-based planning environment.
Anaplan employees or the Anaplan team
people who work for Anaplan. Do not use Anaplanners or Anaplan Family to denote employees.
Anaplan for Finance
Fully written out, title caps
Anaplan for Supply Chain
Fully written out, title caps
Anaplan for Workforce
Fully written out, title caps
Anaplan Hub or Hub conference
not HUB, The Hub conference, Hub18, or Hub'18. When a year is required, write it out (example: Anaplan Hub 2018).
Anaplan Partner Portal
Capitalize all three words. Use Partner Portal in subsequent references. When you use the word portal by itself, do not capitalize.
Capitalize only the Anaplan name.
Anaplan User Group
Capitalize the whole phrase.
Anaplan users only. Do not use to identify Anaplan employees.
Application Lifecycle Management
Capitalize all three words, follow with (ALM) in parentheses, then use the abbreviation in subsequent uses.
Apps or applications
short for business to business. All capital letters, no spaces or punctuation. Not B-2-B, BtoB, b2b. Use sparingly.
The Benelux region or the Benelux countries (with "the"), but by itself use Benelux (without "the")
Capitalize when referring to a specific business partner or to Business Partners as people. When referring to the role itself, it should be lowercase. (Similar to AP Style rules about the United States president.)
bring your own key. Spell out without capitals on first use, then give the short version in parentheses. In subsequent uses, use the abbreviation (in all caps) on its own.
not CapEx or CAPEX
Center of Excellence
Don't capitalize of, don't abbreviate as CoE. Plural is Centers of Excellence.
not C.E.O., ceo; same for other C-Suite titles (e.g., CFO, CRO, CMO, CIO, etc.). Do not spell out on first use.
cloud, cloud-based, cloud delivery
preferred over SaaS. Do not capitalize cloud.
use a hyphen anytime it deals with a person's occupation or position: co-author, co-chair, co-sponsor
to work with a partner in a form that uses both companies' names
matching, corresponding. See complimentary
free. See complementary
use in place of customizable, which worries IT departments
Capitalized. Do not hyphenate when used as a compound modifier (example: connected planning journey)
an entity that is treated as a person in the eyes of the law. Avoid, because it's formal and specific; use company or organization instead.
current or current version
an internal Anaplan initiative and should not be used in public-facing materials except in authorized contexts. When Customer First is discussed, spell out and capitalize both words; do not shorten to Customer 1st or C1. When used as an adjective, hyphenate and do not capitalize (customer-first culture).
the organization that licenses the Anaplan platform. Do not use client. See User.
verb; the act of reducing something, typically expenditures (to cut back)
noun or adjective; the instance of reduction itself (a cutback)
(with a lowercase x) is shorthand for anyone in the C-Suite. (CXO in all caps more frequently refers to the chief experience officer.) Use only in tweets and tight places.
not datahub, not capitalized
not datasheet, not capitalized
use as a singular term (data is, not data are)
decision-maker or decision-making
hyphenated, not capitalized
preferred as an adjective (digital processes) but acceptable as a noun (To fully embrace digital, a company must...)
include a period after each letter
drag and drop
verb (drag and drop the folder) and noun (move the folder using drag and drop)
adjective: drag-and-drop capability
referring to a drop down menu. no hyphen, two words.
Dynamic Cell Access
Capitalize. Can be abbreviated DCA.
not ebook, Ebook, E-book, eBook
means for example. Lowercase with periods, always followed by a comma. See i.e.
verb, to cause; noun, result. See affect
synonymous with business user
enterprise performance management. Spell out without capitals on first use, then give the short version in parentheses. In subsequent uses, use the abbreviation (in all caps) on its own.
Excel in the cloud
Avoid this term. This sells the Anaplan platform short; Google Sheets is Excel in the cloud.
Excel on steroids
Avoid this term. This phrase is considered derogatory (an athlete on steroids is cheating, for example) and does not fully represent the capabilities of the Anaplan platform.
short for frequently asked questions. Not F.A.Q. or faq. Do not write out ever.
are lowercase, preceded by a period (.exe, .csv, .docx)
Use this phrase to indicate planning in the context of a finance department. Financial planning and analysis is more squarely aligned with the office of finance. Do not use finance planning.
shorthand for financial technology. Not capitalized. Be sure context is clear.
applies to budgetary matters. See monetary
forecast OR forecast version
not financial forecasting unless talking specifically about financial forecasting.
financial planning and analysis; use the ampersand in the abbreviation. Spell out without capitals on first use, then give the short version in parentheses. In subsequent uses, use the abbreviation (in all caps) on its own.
avoid using in email subject lines or display copy, as it can trigger spam filters
the world's largest public companies based on Forbes research. Not G2K or Global 2K. To confirm that a company is on the list, check the official Forbes site.
not capitalized unless at the beginning of a sentence, no hyphens
hyphenated, not hardcode
Hub Comes to You
should be capitalized as shown; never shortened to HCTY or H2U
no capital in the middle
Capitalize both the H and the C
means that is or in other words. Lowercase with periods, always followed by a comma. See e.g.
integrated business planning. Spell out without capitals on first use, then give the short version in parentheses. In subsequent uses, use the abbreviation (in all caps) on its own.
incentive compensation management. Spell out without capitals on first use, then give the short version in parentheses. In subsequent uses, use the abbreviation (in all caps) on its own.
avoid; use influential or effective
A private network inside a company or organization, only for internal use. Not capitalized
one word, lowercase
verb, to begin. Example: Let's kick off this meeting
adjective. Example: We held a kick-off meeting
noun, the beginning of something. Example: We attended the sales kickoff
does not have apostrophe
Avoid this term. This is old messaging.
verb. Example: Now you can log in to the platform.
noun and adjective. Examples: This is your login; that is your login name.
do not capitalize in the flow of a sentence
applies to money supply; see fiscal
be sure it's absolutely clear which nation you refer to
not capitalized or hyphenated
noun. Not on premises, not on prem. (Example: The software is hosted on premise.)
adjective. Not on-premises, not on-prem. (Example: On-premise software is expensive to maintain.)
One version of the truth
Avoid this term. This is a cliché that does not tell the full story of the Anaplan platform's capabilities.
lowercase, not hyphenated
preferred word when writing about non-profits and government, which are not for-profit companies
do not capitalize in the flow of a sentence
planning, budgeting, and forecasting; no ampersand in the abbreviation. Spell out without capitals on first use, then give the short version in parentheses. In subsequent uses, use the abbreviation (in all caps) on its own.
never per say
do not capitalize. Use in place of tool or tools
first in rank, authority, importance or degree. Example: domain principal
a fundamental truth, law, doctrine or motivating force. Example: I adhere to the principles of business.
read / write
roll out, rolling out
verb. Examples: We will roll out Anaplan, we are rolling out Anaplan
noun. Example: Your Anaplan rollout will begin.
sales and operations planning; use the ampersand in the abbreviation. Spell out without capitals on first use, then give the short version in parentheses. In subsequent uses, use the abbreviation (in all caps) on its own.
Avoid this term. Use cloud or cloud-based
two words, not salesforce unless talking about the company Salesforce.com
one word; plural is salespeople. Preferred over salesman or saleswoman.
supply chain management. Spell out without capitals on first use, then give the short version in parentheses. In subsequent uses, use the abbreviation (in all caps) on its own.
silo, silos, siloed
Use a hyphen, in sentences it is not capitalized (e.g. "I use single sign-on for...")
Avoid this term. This is old messaging.
Avoid this term. This is old messaging. Use connected planning
Capitalize to designate this as an official title.
sales performance management. Spell out without capitals on first use, then give the short version in parentheses. In subsequent uses, use the abbreviation (in all caps) on its own.
Avoid this term. Many potential users (particularly in finance) love spreadsheets. Anaplan is a complementary, and better, alternative.
supply chain term meaning out of stock
The word that is not preceded by a comma. Example: Customers that prepared for an IPO include Cloudera and Okta. See which, and check Grammarist for a detailed discussion of that vs. which. In most situations, that is a better, more flexible word choice than which.
noun. Example: The software is licensed to a third party.
hyphenated; not tops-down
capitalized, but tweet and retweet are not
Avoid this term. We should avoid discussion of the company's valuation and IPO plans.
Avoid this term. This is old messaging.
not till or 'til
is an individual who uses the Anaplan platform. An individual is not the customer; the individual's employer is.
should always be capitalized
User Group Meetup(s)
should always be capitalized; meetup used by itself is not capitalized in the flow of a sentence.
website, webcam, webinar, webmaster
should each be one word, not capitalized
two words, not capitalized
The word which is always preceded by a comma. Example: I got a phone call, which led to a Skype chat, which led to a trip to York. Avoid using which to join multiple ideas into one sentence. (See Comma splice under in the Style Guide, above.)
not whitepaper, not capitalized
zero-based budgeting. Spell out without capitals on first use, then give the short version in parentheses. In subsequent uses, use the abbreviation (in all caps) on its own. Do not capitalize except at the beginning of a sentence.
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We strive to establish a smooth, self-service contribution process for Community members to submit best practices, blogs, and other published content to the Anaplan Community. The process allows members to draft and submit content to the Community team for review. The team will either accept, decline, edit, and/or return content to the original contributor. Once live, authors will receive recognition for the post, have the post promoted, and will be subscribed to the post for future updates and discussions.
With every piece of content we publish, we aim to:
Empower Community members to become better Connected Planners.
Educate members on Anaplan's best practices and updates in a conversational tone yet knowledgeable tone.
Lead the Connected Planning industry through thought-provoking articles and insights.
Encourage members to share their model building, Connected Planning, and Anaplan stories.
To achieve these goals, we follow the five C's of content writing:
Clear: We write in a way that is easy to understand, logically moving from one idea to the next.
Concise: We write efficiently, cutting unnecessary words, eliminating redundancies and staying on point.
Compelling: We strive to write content that truly serves and engages our readers.
Complete: We arrange our ideas thoughtfully, fact-check our information and maintain grammatical consistency.
Considerate: We adjust our tone for our audience, understanding that they are intelligent but have varying levels of Connected Planning experience.
The Anaplan Community covers a wide range of topics, including planning strategy, Connected Planning thought leadership, Anaplan usage tips and tricks, model building thought leadership, model building usage, and Connected Planning use cases. We publish articles of differing lengths, infographics, and videos, and are always open to other types of media that would help to share or illustrate an idea.
Interested in contributing an article or blog post to the Anaplan Community? Here are four qualities we look for when evaluating prospective topics and articles:
1. Expertise: The topic needs to be specific and have a clear message.
2. Evidence: The topic needs to be supported by evidence, such as references to research or a presentation of relevant examples or data.
3. Originality: We want our contributors to bring their unique personal perspective.
4. Usefulness: Readers come to Community to learn about Connected Planning, strengthen their model building skills, and learn tactics to improve their models. With every article or blog post, we want to ensure readers will be able to apply the information to a real-life situation.
Community Voice and Tone
When we write for the Anaplan Community, we consider our voice and tone. Our voice is the way we act and our tone is the way we express our thoughts. While our voice is generally consistent and slow to change, our tone will change based on context.
When we write for Anaplan’s Community, we strive to keep a consistent voice. We think of our voice as representing our company’s character. When we create content, we are:
Authentic: We are honest and direct. We provide our readers with the tools to help them work more efficiently. We own and address our mistakes and take pride in our achievements. We don’t overpromise or oversell.
Passionate: We’re genuinely excited about changing the way the world plans, so we write with intention and purpose. We are champions for our customers and cheerleaders for our company. Our voice is strong, passionate and motivating.
Friendly: We are warm, empathetic, and approachable. We are professional yet playful, using colorful examples to support our ideas and inform our readers.
Humble: We take pride in our expertise but always look for ways to improve and learn. We listen to feedback from Anaplan customers, partners, employees, and other Anaplan Community members.
Respectful: We invite new ideas and do not argue or dismiss different perspectives. We respect privacy and do not share unapproved projects.
The overall tone of the Anaplan Community is informal. This means our writing is conversational, but still conveys our expertise. We use an active voice, write in the first person, and avoid slang and jargon. Additionally, we consider our audience. Are we writing for experienced Anaplanners or someone new to Connected Planning? Our tone represents our attitude about what we are writing about, allowing readers to get a better sense of the writer’s personal experience.
How We Write About People
We write the way we build models and dashboards: with a customer-first perspective. We are compassionate, inclusive, and respectful. We are aware of the impact our writing has on our readers and strive to represent the Anaplan Community as a productive and safe place.
When we write, we follow these people-first guidelines:
We do not reference a person’s age unless it’s relevant to the topic. If it's relevant, we include the person’s specific age, offset by commas. Example: Nancy, 14, already graduated from college. We do not use age-related descriptors such as "young" or "elderly."
We avoid disability-related idioms like “falling on deaf ears.” We don’t use the words “suffer,” “victim,” or “handicapped.” “Handicapped parking” is acceptable.
Gender and Sexuality
When writing about a person, we use their communicated pronouns. When in doubt, politely ask or simply use their name. It’s acceptable to use “they” as a singular pronoun.
Don’t call groups of people “guys" and do not call women “girls.”
Use neutral gender alternatives, like “businessperson” instead of “businessman.”
Use the following words as modifiers, but never as nouns: lesbian, gay, bisexual, transgender (never "transgendered), trans, queer, or LGBT.
Don’t use these words in reference to LGBT people: homosexual, lifestyle, or preference.
Don’t use “same-sex marriage," unless the distinction is relevant to the subject. Otherwise, it’s just “marriage.” Avoid saying "gay marriage."
Words to Avoid
Anaplan is an international company, so we are keenly aware of how different cultures define common words. We avoid words with negative connotations, slurs, and words used to identify groups of people based on race, religion, culture, etc. When in doubt, we avoid the word or phrase and select a more appropriate way to communicate our message as we would in a professional business setting.
Grammar Guidelines and Mechanics
Sticking to a consistent set of grammatical guidelines helps the Anaplan Community provide the most accurate and useful content for our readers. We use the fundamentals of AP Style, with some exceptions, for consistency on grammar, spelling, punctuation, language, and usage. ( Limited free content can be found here.)
Additional Style References
Word list: To make writing easier, we have an Anaplan-specific word list . If a word is not in the list, refer to the resources below.
Dictionary: Merriam-Webster is a good starting point to confirm spelling and use accuracy.
Additional style reference: If a word or phrase you want to use is not covered by AP Style or Merriam-Webster, search The New York Times and follow the form they use.
Exceptions to AP Style
We diverge from AP Style in the following ways:
Use the serial (or Oxford) comma—that is, the comma before and in a list of three or more things. Example: The Anaplan platform connects data, people, and plans.
A person's title is capitalized, whether before or after the name.
Use a person's full name on first use; in subsequent references, use the person's first name only.
En dashes (–) are used to indicate spans of numbers, dates, or time. Do not use hyphens. An en dash is also used when a multiple-word phrase is used as a modifier. Example: "bill of materials–based budgeting."
Use postal codes for U.S. states (CA, TX, NY, etc.).
Abbreviations and Acronyms: We spell out the first mention of an abbreviation or acronym if there is a chance our readers won’t recognize the term, using the short version for all following references. If the abbreviation isn’t related to the full version, specify in parentheses. If the abbreviation or acronym is well known, like HTML, feel free to use it without spelling it out.
Absolutes and Superlatives: Avoid using adjectives we can't prove, such as best, only, fastest, unique, impossible, and always.
Active Voice: We write in active voice wherever possible. In active voice, the subject acts. In passive voice, the subject has the action done to them. Look for words like "was" and "by" as signs of passive voice.
Active: Jerry used the computer.
Passive: The computer was used by Jerry.
American English: We use American English spelling, grammar, and punctuation rules in all English-language materials unless a piece is written by an EMEA/APAC resident for an all-EMEA/APAC audience. In that case, UK English rules apply; see the UK English section below.
When a piece is written in English by an EMEA/APAC resident for an EMEA/APAC audience, UK English spelling, grammar, and punctuation can apply. Here are some specifics:
Certain words end in -ise instead of -ize. Example: humanise vs. humanize.
Certain words end in -our instead of -or. Example: humour vs. humor.
Certain words use two L's instead of one. Examples: modelling and cancelling vs. modeling and canceling.
Per cent is written as two words.
Grammar: A collective noun (such as company, team, and group) takes a plural verb in UK English. Example: "The team are winning," not "The team is winning."
Dashes: In place of an em dash, use an en dash with spaces on either side.
Quotations: Use single quotation marks (an apostrophe in the U.S.) to denote quotes.
Bold and Italics
Use italics for:
Emphasis—but use sparingly.
Newspaper and magazine titles. Example: Financial Times and Newsweek.
Identifying words and phrases used as examples, as we do in this style guide. (Any examples you use in articles or posts when noted first by saying "For example" or "e.g.")
Asides used in first-person content.
Use bold type for:
Lead-off phrases in bullet lists. (This blog has an example.)
Cross-referencing to subheads, as we do in this style guide.
Calls to Action: Within every article or blog post, we like to inspire reader participation. This can be anything from a simple question you’d like them to answer in the comments, to a few steps they can take to apply the information shared in your post.
Contractions: Contractions support our conversational tone, so we think they're great, and we use them as we see fit.
Capitalization: Capitalize sparingly. When in doubt, do not capitalize.
Do not capitalize topics of discussion (e.g., data integration, calculation functions) unless referencing specific sections of the Community (e.g., Data Integration forums, Calculation Functions forums).
Do not capitalize elements of the Anaplan platform (e.g., modules, models, functions, fields), unless what you are referencing has a specific proper name.
Use title case for:
Titles of posts and articles. (To decide which words to capitalize, use this title case checker. )
Headings within articles and posts (H1, H2, and H3).
Session names and agenda items.
Column and row headers in tables.
Do not use all caps for emphasis.
If a company name is in all lowercase or all uppercase letters, follow their style; even at the beginning of sentences. Examples: DISH and bluecrux.
Use capitals for Anaplan solutions. Example: Anaplan for Financial Services.
In the flow of text, do not capitalize the names of industries (e.g., financial services) or lines of business (e.g., supply chain).
Use numbers for lists of items that must be performed in sequence.
Use bullets for lists that do not need to be presented in order.
Give bullet lists in order of logic or importance, if possible. If all items in a list are equal, consider alphabetizing the list.
Capitalize and punctuate lists consistently. Capitalize the first word of every list item, whether it is a sentence or a fragment.
Use this format for in-line numbered lists: This has two benefits: 1) accessibility and 2) scalability.
Ampersands: Don't use ampersands unless one is part of a company or brand name Example: John and Sam went to Ben & Jerry's.
Apostrophes: The apostrophe is used to make a word possessive or used in a contraction. I f the word already ends in an s and it is singular, add an ‘s to make it possessive. Example: The manager liked Chris’s presentation. If the word ends in an s and is plural, add an apostrophe at the end to make it possessive. Example: The manager liked the employees' presentation." Apostrophes can also be used to denote that you’ve purposefully dropped letters from a word, usually for humor or emphasis. This is fine but do it sparingly.
Colons: Use colons to introduce lists or explanations, or for emphasis. Example: There were three considerations: expense, time, and feasibility. Capitalize the first word after a colon only if it starts a complete sentence or is a proper noun. Example: He made them a promise: The company will be successful.
Commas: Use the serial (or Oxford) comma—that is, the comma before and in a list of three or more things. This is an exception to AP Style. Example: The Anaplan platform connects data, people, and plans.
Comma splice: Avoid connecting two sentences that have different subjects with a comma.
Correct: I didn't like the movie. It was way too long.
Incorrect: I didn't like the movie, it was way too long." (The subject of the first sentence is I, but the subject of the second sentence is the movie.)
Em Dashes: Em dashes (—) cause the reader to pause and are used for parenthetical statements (in which case they can often be replaced by parentheses or commas) or to emphasize specific words or phrases. Do not put a space on either side of the em dash. To make one on a Mac: shift-option-hyphen. Example: The new feature—just one of the many new updates on the platform—helps track profitability.
Ellipses: Use an ellipsis in brackets […] to indicate deleted words, but not to denote pauses.
Exclamation points: Refrain from using them, if possible. Never use more than one per paragraph.
Hyphens: (-) Hyphens are used between some words and their prefixes and suffixes (always check the dictionary and word list ) and in most cases when two or three words are used as an adjective. Do not put a space on either side of the hyphen. A hyphen is not needed in a two-word adjective in which the first word ends with ly. Example: commonly held belief.
Example of a prefix: co-branding
Example of a two-word adjective: decision-making power
Example of a three-word adjective: off-balance-sheet accounting
Percent: Write out percent (one word) when it appears in a sentence. Use the percent symbol (%) in headlines, labels, infographics, imagery, tweets, ads, and other places where space is at a premium.
Periods: Use periods at the end of full sentences. Use one space after a period. Do not double space after a period.
Question Marks: Question marks go inside quotation marks if they’re part of the quote. They go outside parentheses when the parenthetical is part of a larger sentence and inside parentheses when the parenthetical stands alone.
Quotation Marks: Use quotes to refer to words and letters, titles of short works (like articles and poems), and direct quotations.
Periods and commas go within quotation marks. Question marks within quotes follow logic—if the question mark is part of the quotation, it goes within. If you’re asking a question that ends with a quote, it goes outside the quote.
Example: Who was it that said, “Measure once, cut twice”?
Use single quotation marks for quotes within quotes.
Example: John said, "A wise man once told me, 'Measure once, cut twice.'"
Ranges and Spans: Use a hyphen (-) to indicate a range or span of numbers.
Example: It takes 20-30 days.
Semicolons: Use semicolons to separate elements of a series when one or more segments of the series contain a comma. Example: I watched three movies: I, Tonya; Cars; and Office Space.
Use numerals in the following situations:
A number is greater than 9 or when the number is the first word of a sentence;
For amounts less than one dollar;
For coordinates, page numbers, and line references;
When a passage contains at least two numbers and at least one is 10 or greater;
For numbers larger than 999,999, use numerals and follow with million, billion, etc.
Use ordinals for street names (42nd Street), but d o not use superscripts for ordinals. Example: 20th, not 20 th
Use a hyphen when writing out a number that includes two words. Example: Seventy-one.
Use a comma between every three digits of long numbers, counting from the right, and a period for the decimal point. This rule does not apply to years.
Dates and Times
Use the month, date, year format for dates. Example: July 27, 2017.
Use numbers only, not ordinals, for dates. Example: July 11.
Use this format for time: 12:30 p.m.
For content targeted at a non-U.S. audience, you may use this date format: 27 July, 2017.
Use a 24-hour clock for times outside of North America. Do not use a.m. or p.m.
Decimals and Fractions
Spell out fractions. Example: two-thirds instead of 2/3.
Use decimal points when a number can’t be easily written out as a fraction, like 1.375 or 47.2.
For mixed numbers, use 1 1/2, 2 5/8 , etc. with a full space between the whole number and the fraction.
The company is Anaplan, not Anaplan Inc.
The technology is the Anaplan platform or Anaplan's platform. Do not capitalize the word platform.
When referring to Anaplan leaders, we use their appropriate titles:
President and CEO
Chief People Officer
Chief Planning Officer
Chief Customer Officer
Chief Transformational Officer
Chief Financial Officer
Chief Strategy Officer
Vice President, Product Management
Global Vice President of Engineering
We are proud of what we write. That's why we want our readers to be able to easily find it within our Community and on the internet. This is where Search Engine Optimization (SEO) comes in. In basic terms, search engines crawl what we write to figure out what the content is all about.
SEO has changed (and will continue to change). Search algorithms now focus on the experience of the reader instead of how many times a keyword comes up in a piece of content. There are still key actions we can take to help articles rank higher in the search engine results and improve the reader experience:
It is important to ensure each blog or article is centered around one clear topic. Use an introduction, title, and headings to ensure cohesion.
Ensure headings they are descriptive and help people skimming get the gist of what the article is about and specifically what that section includes.
We follow these basic SEO guidelines:
Attaching Files: Use the included attachment function to include files with an article. Do not use links to external sites like Box. Authors are responsible for maintaining their attachments.
Titles: Article titles need to be less than 60 characters and written in title case. Exclude any punctuation from the title unless it is a question.
Headings: Headings and subheadings organize content for readers.
Always use title case for subheadings throughout your article.
Titles will automatically appear as H1 when published. This is the only thing that should be designated as H1.
Headings and subheadings should be designated as H2.
Include the most relevant keywords in your headings and subheadings, and make sure you cover the main point of the content.
Subheadings break articles into smaller, more specific sections. They give readers avenues into your content and make it more scannable.
Use heading 2 (<h2>) to divide and label sections within your article.
Hyperlinks: Provide a hyperlink using article or website titles when referencing them in your article (e.g. PLANS - This Is How We Model).
Mirror the heading text on the destination page in links whenever possible.
Include SEO words in the link text when possible.
Don't include the ending punctuation (periods, question marks, exclamation points) in the link.
Do not make link text italics or bold, unless it would be so as normal body copy.
Do not use URLs (https://www.anaplan.comoranaplan.com) as links.
Images: Images should be used to add helpful, interesting content to written pieces. Provide captions for images used in blogs, white papers, and data sheets—but not for banners. Captions should encourage the reader to look at the image and help the reader see what's important. Example: The three tabs in the user interface—dogs, cats, and mice—each provide information tailored to a specific audience.
How to Link Related Articles: Use a line break (<hr />) before and after a "Read More" section. Use the text "More from X:" or "More about X:" to label the section, and then list 3 to 4 bullet points with links. Make sure the link opens into a new page. Example:
More about Strategic Planning
Goal-Based Strategic Planning 101
When Strategic Planning Goes Awry
Strategic Planning: 6 Steps for Small Businesses
On the Community, do not use any Registered (®) or Trademark (™) symbols for official references to products, services, or companies.
File types, when used in the flow of a sentence, should be all lowercase, preceded by a period. Examples: .csv, .exe, .docx, etc.
When referencing a button or link that a user should click on, the link text should be bold (Example: In the top-right corner of the knowledge base, click Create an Article.)
Writing Blog Content
A variety of people contribute Community blog posts—not just those on the Community team or at Anaplan. We strive to have a robust pool of experts. The person most familiar with the subject is in the best position to convey it, and the writers on the Community team can help with brainstorming and editing as needed.
Types of Blog Content
We publish blog posts that educate on Connected Planning and help Community members level up their Anaplan and Connected Planning skills. We aim to showcase to the broader planning community that there is a new way (and a new space) to practice planning.
We update the Community blog frequently. We generally publish:
Thought leadership content around connected planning.
Interesting takes and helpful content around the Anaplan platform. (We do not view these pieces as best practices. We reserve best practices for our platform content section.)
Connected Planning tips and tricks.
Entertaining/fun articles around planning.
Updates about the Community.
Partner guest posts.
Writing Platform Content
The majority of the Community's platform-focused content appears in our Best Practices Knowledge Base. Please note, all Anaplan technical documentation lives in Anapedia and is created by Anaplan's technical content team.
Types of Platform Content
Platform content articles vary in the target audience, goal, and tone. Different types of Anaplan Community platform content serve different purposes and readers.
Best Practices: Readers are looking for insider information on how best to use the Anaplan platform. These do not have to be "officially" backed by Anaplan but we would like them to be tried and tested.
Cheatsheet: Sometimes it isn't a matter of education and diving into a topic. Other times readers are looking for a quick reference of information—an item that can be bookmarked and referenced again and again.
Use Case: Readers come to the Community to learn from other users. Templates like Use Case give contributors a structured format to share their story.
Line of Business: Articles focusing on best practices within specific lines of business.
Anaplan Planning Stage: Articles focusing on best practices within specific Anaplan Way planning stages.
Platform Feature: Articles focusing on best practices on specific platform features.
Note: Parts of this style guide were adapted from MailChimp's Content Style Guide.
Have questions? Contact firstname.lastname@example.org with any questions.
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This item has been identified as an outstanding known issue as of the March 10, 2018 platform release; a workaround is provided until the issue is officially fixed. Issue Workaround If a line item is formatted as a percentage, entering 0 as a value results in the following error: You can still copy and paste a value of 0 into that line item and it will work (either from another Anaplan Cell, or an external application) or delete the value, which will make it 0. This does not seem to affect imports. Delete the value you would like to be zero, making it zero.
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This item has been identified as an outstanding known issue as of the November 18 , 2017 platform release; a workaround is provided until the issue is officially fixed.
Styling problems when the new launchpad is displayed.
You can resolve this by performing a hard refresh in your browser. For example, in Chrome:
for Windows press Ctrl+R
for Mac press Command+Shift+R
Alternatively, you can resolve this by clearing your browser cache. You do not need to clear your cookies.
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This item has been identified as an outstanding known issue as of the March 10, 2018 platform release.
In Launchpad, notifications show with "Mark as read" at the top-right of the notification instead of as a tooltip.
It should appear as:
This will be fixed in a future release.
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This item has been identified as an outstanding known issue as of the March 10, 2018 platform release; a workaround is provided.
Three aggregation levels available for inclusion in a time range are rejected if they are not also added to the Model Calendar. These are Total of All Periods, Year to Date (YTD), and Year to Go (YTG).
For example, if a source line item has a time range applied that includes Total of All Periods aggregation, but Total of All Periods in NOT included in the model timescale, the following formula is rejected:
Result = Source[SELECT: TIME.All Periods]
The same issue also occurs for Year to Date (YTD), and Year to Go (YTG) aggregations.
Add the level of aggregation to the Model Calendar in Settings > Time > Model Calendar > Includes .
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The following items have been identified as outstanding known issues and workarounds as of the What's New: February 10, 2018 platform release:
Model names are no longer displayed on the browser tab.
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The following items have been identified as outstanding known issues and workarounds as of the 5 August, 2017 Patch Release:
I f a model has been used as the source for a cross-workspace import, Settings > Source Models incorrectly refers to the workspace of the target not the source model.
I n Model Settings, check Actions > Import Data Sources to determine the workspace in which the source model resides.
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