About JaredDolich

JaredDolich

@kunita Anaplanは、最新のSAML標準を使用した非常に優れた「シングルサインオン」SSOテクノロジーを備えています。以下のリンクをチェックしてください。また、SSOを使用する場合は、ユーザーが会社のネットワークにログインしている必要があるため、2段階認証がすでに実行されています。データ統合の場合、認証にCA証明書を使用して、ユーザーIDとパスワードの使用を防ぐことができます。以下のリンクを参照してください。お役に立てれば。 https://help.anaplan.com/anapedia/Content/Administration_and_Security/Security/Single_Sign-on.html https://help.anaplan.com/anapedia/Content/Administration_and_Security/Security/Single_Sign-on/SAMLAuthenticationwithAnaplan.htm https://community.anaplan.com/t5/Releases/How-to-Use-Third-Party-Certificates-With-Anaplan/ba-p/49116

JaredDolich

@brookec Great question. In addition to One Note, which I use for everything - including my own take on the L1 VILT course. It's terrific. I also use: Postman (free) to test APIs Python and VS Code (free) to import/export/check statuses @MagaliP famous extensions (free), particularly Excel Knime (free) and R Studio (free) to handle statistical modeling, particularly classification methods like clustering For special visualizations I use Power BI Desktop (free, sort of) although I prefer Tableau (license) because of the native connector to Anaplan. For proof of concepts and wireframing I will sometimes use Excel VBA (free with Office License). For the Anaplan Way, I have a special process that uses the Anaplan Way App, Excel Anaplan Add-In, and PowerPoint VBA. For video, screencasting, and .gif creations I use Camtasia (License)

JaredDolich

One of our RAG members @mharris has successfully earned her Level 2 Modeling Certification on the NEW UX! Congratulations @mharris !!

JaredDolich

I represent 3 of those customers! Awesome functionality @DavidSmith - you've definitely raised the bar. Ante is too steep for me, I fold.

JaredDolich

Nice @DavidSmith @AaronW @HannahT Is there going to be a group for PlanIQ as well, or is it too soon since it's technically still not released?

JaredDolich

Well written @einas.ibrahim - best way is to prevent the need for model cleanup in the first place.

JaredDolich

@bob.nutting thanks for the heads up. Just curious if we will get a sneak peak at some of the new changes or will we have to wait until Dec?

JaredDolich

@Tiffany.Rice @taylor_rogers @nicole.johnson Seems like revenue recognition is a hot topic these days, even for my favorite industry, retail. @nicole.johnson had some great ideas about ASC 606 but maybe it can be more broad like how you set up editable parameters in Anaplan to establish a realistic picture of when revenue can be recognized. In retail, e-commerce, in particular, companies can sell product online before they even have possession of the inventory. This is sometimes called "unowned" inventory. Add to the complexity the negotiated payment terms (e.g. net/45) to vendors, there can be quite a lag between when a sale was made, when the retailer takes possession of the inventory, and when the inventory is shipped and delivered to the customer. This generally highlights the difficulties of reconciling the Merchant's sales forecast and the one created by Finance. I suspect software and technology has similar use cases. And, how do subscriptions fit in?

JaredDolich

@AleksandraE I'm sure @rob_marshall has some best practices around that. One idea you might consider is using the NewUX since it allows you to set up pages that can be pointing to different models (and in different workspaces). I believe there is an idea out there to allow multiple models on the same page. Anyway, one idea is to have your import process bring over the totals (not the transactions) to the destination module for comparison. Super easy technique and fast.

JaredDolich

@nicole.johnson Most importantly, Congratulations on your career discussions! You're terrific. That's the great thing about the Anaplan Community - it will always be here. And, hopefully with your upcoming discussions it will lead you back. Really glad you followed-up!

JaredDolich

Site looks faboo @BobD Where would cost-to-serve fit in?

JaredDolich

@DavidEdwards Looks like your wish came true! https://community.anaplan.com/t5/Feature-Updates/Map-Charts/bc-p/86460#M32

JaredDolich

@VickiA Awesome.

JaredDolich

Retail Anaplanners! One of our Retail Anaplan Group members, @mskinner has reached a major milestone yesterday by earning the Anaplan certified modeler certification! A super, duper, crisp salute to you @mskinner - Congratulations Marc and to Columbus Consulting. Nicely handled!!

JaredDolich

Retail Anaplanners! The Pandemic has been a catalyst, or a “great accelerator”, as some call it, regarding retail winners/losers. Is fast fashion really over? Thought you all might like this article. Agree? Sure makes planning easier in my mind. https://www.therobinreport.com/finally-the-death-of-fast-fashion/

JaredDolich

@HollyRieke First, March Anaplan Live! was amazing. I added this to the survey but I would HIGHLY recommend the learning/academy team have another session that articulately describes the new certification path, how people that are legacy certified get re-certified, How they can find out where they stand on that re-certification, and anything new the Academy is planning for next year. Learning is one of the best vehicles for me to stay connected to the constant evolution of Anaplan functionality. I hope you'll seriously consider adding that to the Anaplan Live! Session. Can't wait!!

JaredDolich

@Sally Yep. Time delay. I've noticed the same thing sometimes. Right after I create the action or process it won't show up until I completely exit the browser and reload. Other times that's not necessary. I guess the takeaway is that if you build an action or process you can find it in the new UX but you may have to be a little patient. TBH, I haven't tried the new action: Order List yet. I know that's only for workspace administrators but haven't tried to add it to a New UX page yet.

JaredDolich

@Sally @Misbah is right about New UX not having a native delete form like how you would create a list item. Since you want to delete a specific branch you'll need to create line items that calculate which list items should be marked for deletion using a Boolean. That Boolean will serve as your filter for the delete action. You can add the Delete action (or process) to your New UX page or Worksheet. Sounds like that's what you're trying to do. Steps: Open your page or worksheet and open the configuration Add an action card configure the action by selecting the action you want. Open Page and Begin Configuration Add an Action Card Select the delete action (or process that contains the delete action)

JaredDolich

@DavidSmith @andrewtye @Misbah Any of you find out about the changes made to APIs? I heard something about chunk sizing but nothing definitive.

JaredDolich

@jziemer Julie. Right there with you. My first job was at Target Stores as a merchandise planner. We used ledger paper and an electric eraser because we were constantly revising our plans. You probably remember all the holes this created! I took a slightly different path and focused on planning solutions for the retail industry. Once Anaplan showed up it was a game changer - and it really is addictive; for me, because Anaplan finally solves the problem of how to build a customized solution without having to build an application from scratch. No, Anaplan doesn't have all the bells and whistles, but big picture is that it gets business users focused on their job instead of on how to munge all those spreadsheets together. Great post! Glad you landed at a top notch Anaplan Partner at Akili!

JaredDolich

Retail Anaplan Group Monthly Summary - 2020 September Headlines RAG held two CPX Sessions September 23rd at 11 a.m. and 7 p.m. EST. 33 people attended the first ands 11 attended the second. The PowerPoint of the main stage introduction is attached. 8 New Members joined, raising the membership count to 114 Announcements | Discussions Plan IQ ( @BobD ) Scenario Planning and SKU Rationalization ( @BobD , @tlemond , @mskinner ) How to Reorder a List New functionality released 9/28 Common Requirement Gathering Questions for Retail FP&A (Question posed by @CommunityMember128799 ) RAG is still #3 base on membership count, #2 if you exclude the Community Group, just behind the UK. We still have a long way to go on the engagement. See stats below. New Members 8 New Members! Everyone should have received their welcome letter. You are most welcome here! Screenshot taken from the RAG NewUX Admin board featuring an automated filtering based on current month property. Welcome @sperrico , @filip.sypniewski , @agallutia , @himansu.badhai , @andre.lie , @nick_barker , @Parishekh , @CommunityMember122313 Statistics Okay. For analysts like me, this statistics section is second favorite part of RAG. First, of course, is visiting with all of you. All screenshots below are from the NewUX Dashboard. Composition Our membership comprises of 12 unique Anaplan customers (17 members) which is great. @BobD and I have some ideas to encourage more customers to consider joining this group. Membership Growth month over month significantly slower. We may attempt another LinkedIn and/or Community Post to encourage more people to join. This chart always shows the trailing 4 months (thank you @rob_marshall, @DavidSmith, and @ChrisMullen in L2 for teaching us how to do this) Overall Statistics We continue to rank very high among Anaplan groups on the overall KPIs. Only weak spot is engagement. We generally need more interaction from the group to advance that statistic. From my experience and observation, some of the best engaged groups are the Pacific Northwest (@Aaron.wasinger and @Matthew_Kuo), UK and Ireland (@kcorr) , Russia (@Ks) , Anaplan Extensions (private @MagaliP ), and Master Anaplanners (private @Ameneh, @Beauram, @ChrisWeiss ). Software and Technology led by @Tiffany.Rice had a major growth spurt in both membership and engagement from CPX. UK continues to win all around. I will continue to attend their meetings and watch their engagement so we can all learn from their success. There are 46 Groups I track (Group Count Total). I then rank them out by region and subject. The best KPI I could think of for engagement right now is Posts per Member. The higher, the better.

JaredDolich

Hehehe, @ChrisHeathcote Brilliant! This is a gold nugget. Thanks for sharing this. I literally had a client ask me this last week.

JaredDolich

Hey @taylor_rogers I just applied the new action at a client of mine and it worked great. List was 1.5 million rows and part of a structured hierarchy. When users drill down they want the children of the parent to be alphabetized. I used the "CODE" which is TEXT formatted as the sorting Line Item in the action and it worked - took about 3 seconds. Not bad for such a large list. I also wrote up a quick HOW TO guide that gives an idea about how to sort a list subset. Technically, you can only sort the primary list but I had a creative way to get the list subset sorted if that is a use case. https://community.anaplan.com/t5/Anaplan-Platform/Ordered-List-Action-and-How-to-Use-and-How-to-Order-a-List/m-p/85449

JaredDolich

Just had another client ask me about this. +1 Upvote from me.

JaredDolich

@nicole.johnson Here's the link to create a best practice if you feel inclined to do so. Great way to promote the Software and Technology Group too. https://community.anaplan.com/t5/Content-Sandbox/tkb-p/contentsandbox Usually master anaplanners and Anaplan specialists add best practices but please don't let that discourage you from writing your article. A lot of people can benefit from this solution, plus you'll get 1:1 time with the reviewer, maybe even @DavidSmith himself. That's how I first met him. Just be sure to give David credit for your inspiration and approach. Good luck! I hope you'll write it.

JaredDolich

@nicole.johnson My Anaplan team is part of an Anaplan Partner arrangement, so we interact with all department and our specialty is the retail industry. Anaplan team is made up of 8 people. 6 are certified modelers, 1 master anaplanner/solution architect, and 1 about to be certified. We had a legacy Solution Architect but he has opted to waive the new L3 for now. Total company size is 150 people.

JaredDolich

Ah, yeah, @nicole.johnson !! The famous @DavidSmith - I have to admit he has solved many of the most complicated use cases I've had so far. No one better. Thanks for sharing that post! You should consider turning @DavidSmith answer into a best practice - I suspect this is something a lot of modelers can use.

JaredDolich

This Blog post is amazing. I gives me great insight into the thinking the development team went through, the reactions you got from customers, and what you did to address those concerns. Another great example from @MagaliP on the value of transparency. Really appreciate your leadership @MagaliP and your amazing ability to continually create new, and original content.

JaredDolich

@DavidSmith I posted an example here. My use case was to order a list subset so I had to use some creativity. https://community.anaplan.com/t5/Anaplan-Platform/Ordered-List-Action-and-How-to-Use-and-How-to-Order-a-List/m-p/85543#M18871

JaredDolich

Nice intro @nicole.johnson . Welcome! For those that may not be familiar with ASC 606 (I had to look this up!), this is a standard by which companies recognize revenue. This should be a very, very interesting use-case!

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