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adpinto

@ChrisMullen Is Level 3 Model Building still on track for launch in February?

adpinto

@rob_marshall the data being exported wouldn't change under that approach even if an end-user changes it from their respective input dashboards? Therefore the model would have a different number say for Revenue in the planning module vs. Revenue for export?

adpinto

During our planning process we export data from Anaplan and upload to HFM twice daily. While running those exports we change the Roles->Versions to 'Read' so that no changes are made during that 10-15 minute window of time. Yes, we'd like better integration automation, etc but just not there yet. Question: Is there a way to create a status (red/green) based on if the version is Read vs. Write? I suppose I could have a single boolean that is checked when everything is flipped to Read and then have conditional formatting to have a red vs. green cell on a dashboard. Or is there a way to have a custom red/green circle update? Thanks!

adpinto

@DavidEdwards Good stuff. I appreciate the blend of perspective for implementation and post-go-live. Definitely different considerations and as someone who made the transition from an Implementation Partner to a Customer I see all of this. Far too often, implementation partners are focused on delivering the user stories and model functionality but lose sight of how the model will roll-forward, scale, enable end-users, etc. As the owner of Anaplan within FP&A, I like the call-out about an email keeping the end-users up to speed about platform updates, bug fixes, enhancements, roadmap items, etc. For the long-term success and growth of Anaplan, I want the water-cooler talk regarding Anaplan is positive. We're now less reliant on Partners but the principles you outlined need to remain top of mind. We're finalizing the Plan and a great activity is a Planning post-mortem where the end-users and key stakeholders can outline what went well, and conversely what did not. Overall, the 'How we show up' is equally as important as the 'what' in a project, and beyond. Cheers!

adpinto

@yqian Can the export definition be updated after saved? specifically, would like to change the filename in the export definition but I do not see that as an option when selecting 'edit' on the export action.

adpinto

Try referring to this for additional information: https://community.anaplan.com/t5/Anaplan-Platform-Discussions/Fixed-Export-Destination/td-p/49643

adpinto · ‎01-16-2020

@rob_marshall Thank you. I adopted an existing model and there is an action that works the way we want it to, however, exports to txt file. We would like that to be xlsx export. It's >11k rows so initially a txt file before xlsx was available. If we flip the existing action to xlsx and run it, everything is fine. However, if I try to replicate the export with a new export using the same definitions and trying any of the saved views, I don't get the exact same output. so wondering what someone may have done to create that existing export that works on an ongoing basis. I suppose I just need to create a new saved view and action the way I need it to be.

adpinto · ‎01-16-2020

For saved exports from Anaplan, how does the export remember what to export? I'm used to creating a saved view to represent the export, however, if a saved view is not created and potentially certain list members and/or line items were hidden/visible when the export was created, is that what Anaplan remembers for that specific export action? It would be nice for Export actions to specify what the export is using as its' source.