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In order for you to use Anaplan, you will need to register and set up the workspace for training.  Steps to Set up your Anaplan Environment 1. Complete your Anaplan account registration  You should have received an email from Anaplan (no-reply@anaplan.com) to confirm that your account is active. Follow the link in the email and click Complete your registration.   Once you get to the Anaplan site, set up your password. Note that passwords must be at least 8 characters, upper and lower case letters and at least one number*. Enter your password again in the Confirm Password  Select a locale and time zone Select the checkbox to accept the Anaplan Terms & Conditions Click Continue. You can now log into Anaplan.com to access your available workspace(s) *This will not apply to SSO enabled workspaces. In this case, navigate via your provider.  2. Log in to Anaplan and set up your team Now that your workspace(s) have been set up, you want to make sure to add your team so they can start training. You will want to add everyone from your company that will be helping with the implementation.  For a high level walkthrough on User Roles, please review this resource. Navigate to Anaplan.com and click Login (located in the top right corner) Enter your email and the password you chose Click on the tile label 'Empty' This is the default model that comes in every workspace. You will use this default model to add users so they can get access to your Anaplan environment.   Under the Settings tab, select Users   Select Add Users from the bar along the top A window will pop up for you to enter team member details. Enter the following information for each team member:  Email Address First Name Last Name Model Role (select Full Access). If you'd like to remove users, choose Delete Users from the bar along the top and select users you'd like to remove from your workspace.  If you require a user to be an administrator for your workspace and you have the license, you can select the Workspace Admin checkbox. If you forget to select Workspace Admin, you can select it after adding a user in the far right column. Click OK Once you add your team to the workspace, they will receive an email from Anaplan letting them know they have been added to an Anaplan workspace. The team will need to complete the registration steps above. This will allow them to  start training .  Users will be successfully logged in once they see:   Have a large number of users that you would like to add via a .csv file? Find more information about here.  Use Single Sign On? Identify your resource who is enabled to configure your Identity Provider (IDP) and follow the instructions from this Anapedia page. ... View more

The Anaplan Idea Exchange is your new destination for sharing ideas with Anaplan, including enhancement requests for the Anaplan platform, our Community site, training courses, and more. With this new open forum to submit your ideas, you can now give Kudos to ideas to help us know what is most important to our Anaplan users. Not only do we hope to foster more collaboration across our customers, but we are also committed to providing more regular updates on what we do with your requests. We want you to know your ideas are indeed being heard! We’ll keep you posted if an idea is being developed or if it just isn’t the right fit for our current roadmap. See below to learn what you can do in the Idea Exchange, and then check out the Idea Exchange for yourself. Navigate to the Idea Exchange You can easily access the Idea Exchange in Community.  More From Community: User Groups Best Practices Blog Submit an Idea You may submit a new idea in the Idea Exchange using the Suggest an idea button. Enter a title for your idea, and then click the Check Title button to see a list of similar ideas that may have already been submitted. If another Community member has already posted the same idea, you can give Kudos to (or upvote) the existing idea, which lets us know that this idea is important to you. As the rest of the Community continues this process, the top ideas will receive the most Kudos, indicating the ideas that other Community members deem the most important. Those top ideas are then prioritized for the Anaplan Product team to review. If no existing idea matches your request, you may click the Continue and Post button to post your idea. Track Your Ideas There are convenient lists available to help you see the trending ideas (most viewed and commented), top ideas (most voted), and latest ideas (most recently posted). Additionally, you can view all of the ideas you’ve submitted with the My Ideas list. Furthermore, you can view all of the ideas (and other Community posts) that you have given Kudos to by viewing your Community profile. If you’re interested in viewing all ideas in a specific status, simply click the status for any idea and it will filter your view to only list ideas with that selected status. Frequently Asked Questions What happened to my prior requests for enhancements (RFEs)? For your convenience, we’ve copied over any prior ideas that were either delivered since January 2018 or are part of our anticipated roadmap. If you don’t see your idea, that most likely means it is not a good fit for our roadmap at this time. That said, if you can’t find an idea, and it is still very relevant for your needs, please feel free to submit it on the Idea Exchange using the instructions above and our teams will review it once again for consideration. What information should be included in the idea? What do the different idea statuses mean? Check out our Idea Exchange guidelines, which give detailed information on how to best structure your idea, along with formal definitions for each of the statuses you may see on your idea. Will I be notified when my idea gets updated? Yes! Whenever you submit, give Kudos to, or comment on an idea, you will be subscribed to receive an email notification whenever there are any updates to that idea, so you never miss a thing. I can’t access the Idea Exchange. Help! Remember that you will need to be logged in to the Community to access the Idea Exchange. If you are logged in and are still having issues, please email community@anaplan.com for assistance. What should I do if I'm not sure my request is a bug or enhancement idea? If you are not entirely sure whether your request is a bug (i.e. the platform is not behaving as expected) or an enhancement (i.e. an idea for additional or improved features or functionality), please feel free to email support@anaplan.com and we can assist you. ... View more

We’re excited to announce our latest product enhancements available as of December 9, 2017.  Our new enhancements enable Anaplan customers to create a better end user experience using: New Product Enhancements Dashboards & Visualization Users List Application Lifecycle Management (ALM) Modeling Property Imports in History Private and Default Import and Export Files Enhanced Launchpad Performance Improvements Issues Resolved New Product Enhancements Dashboards & Visualization List Filter Now, users can obtain the most relevant information and data with the new, user friendly list filtering. List filters allow for increased filtering options by providing an easier, cleaner way to select and apply filters. Users can now apply these filters column by column on list formatted items, in a more familiar way, to display specific results and data.   List filters cascade down as more filters are applied. See our advanced list filtering in action here:    Resizing buttons on a dashboard Sometimes, it’s the simple things in life that are the most exciting to us. In this case, it’s having the option to declutter and organize your dashboards with resizable buttons. This new feature allows users to simply set the “Auto” sizing option, or apply a custom width to new and existing dashboard buttons using specific pixel values.   Gone are the days of unaligned buttons and dashboard elements. Learn how to apply sizes to dashboard buttons here: Learn more about the resizing dashboard buttons in the Resize and Style Button Anapedia article.   Style buttons Change the look of buttons on your dashboard with Style options. Available in the Style section of the properties panel, buttons can be changed to be displayed as one of three options: Primary Default Link See how to change your button styles here: Learn more about the button styles in the Resize and Style Button  Anapedia article.     Dashboard toolbar Navigating around dashboards just became easier with the new dashboard toolbar. Whether you’re an administrator or an end user, you can now open the dashboard toolbar to have quick access to necessary buttons and functionality, rather than selecting a menu and choosing an option. Available in both run-time and design modes, the dashboard toolbar creates a better separation of roles between viewing a dashboard and building a dashboard. With just a quick click of the tab where the dashboard is displayed, the dashboard toolbar will appear. Run-time mode. Design mode. Also, Workspace Administrators can now preview their dashboard designs with the Design/Preview button, which allows for quick edits without frequent publication.   If multiple administrators are working on the same dashboard, and changes are saved, a new message will be displayed to all other administrators and users that states a new version of the dashboard is available. Take a look at this new feature and some of the common buttons for admins, model builders, and end users in the two videos here: Learn more about the dashboard toolbar and its functionality for administrators and end users in the Dashboard Toolbar  Anapedia article.   Waterfall charts and dynamic chart selection Waterfall charts will now include dynamic data selection to reflect your latest data. If a chart is created by selecting row or column headers, new items will then automatically be displayed in the chart when new data items are added to a source module. However, if only a range of cells are selected to display a waterfall chart, then the newly-added items will not be displayed. Learn more about this change in behavior and why you should republish your waterfall charts in the  Waterfall Charts  Anapedia article.   Disable Open Source Module for published line items Hide complexity from end users by disabling the open source module option for published line items with the new Open Source Module enable/disable checkbox. Learn how to make this quick change here: Learn more about the disable Open Source Module for published line items option in the Dashboard Designer  Anapedia article.   Show All option disabled for dropdown lists configured with Selective Access The Show All option from within filtered pick lists can now be removed by unchecking Allow access to unfiltered items. This prevents end users from overriding your selective access or dependent dropdowns with the Show All option. For existing setups, this checkbox will be checked by default to avoid migration issues. However, for new line items, this option will always be unchecked. Learn more about the Allow access to unfiltered items checkbox in the Dropdown Picklists  Anapedia article.    Users List As an organization grows, the end users will inevitably change with it. To help streamline end user management, we have created a general Users list that is configured and kept up-to-date in the Users tab. The Users list (displayed as Users) is available across all models within a workspace. It dynamically reports the current users, eliminates the need for a locally created list of users in each model, and simplifies maintenance of user details across a workspace. While you will not see the Users list under General lists in the Settings tab, you will see it as an option every time you create a module or utilize the “Applies to” section.   Learn how to filter with User lists here: For more information, visit the  General Lists  Anapedia article to learn more about how to manage users and their roles.   Application Lifecycle Management (ALM) Compare Revisions in the Same Model Using the new Compare button, model builders and workspace administrators may now track structural changes that are made between revisions within the same development model. Upon a quick comparison, changes can be viewed instantly on the platform, or downloaded as a detailed Comparison Report that outlines the specific changes made between revisions. Learn more about how to work with revision tags in the Working with Revision Tags  Anapedia article.   Performance Improvements to Deployed Model Model changes are now saved less frequently in deployed mode, which enables end users to work for longer periods without seeing the "Saving" notification.   Modeling Save History Exports Administrators can now save history exports as an Action for later use using the new Save Options checkbox. Just like other Actions, the "Export from Model History" Actions can be re-run by selecting the Save Options checkbox prior to showing the history. Furthermore, history exports can even be published to dashboards using Processes for quick and easy reuse. While the "Export from Model History" Action cannot be edited, you can override it by saving another model history export with the same name. Learn more about Saving History Exports in the  History  and  Export from Anaplan  Anapedia articles.   Property Imports in History Previously, list properties have been imported as individual rows in History, which could potentially create thousands of entries (rows) when multiple properties were changed. Now, property changes are consolidated into two new entries, eliminating the excessive History entries: An Import row A Bulk data change row This new condensed approach helps to improve the speed and performance of list imports, as well as improve the tracking and reviewing of your import history. Learn more about Property Imports in History in the  History  Anapedia article.    Private and Default Import and Export Files Administrators can further customize file imports and exports to ensure that the right users have access to the right files. Workspace Administrators can now choose the desired privacy level for their import from 3 different options: Myself (keep private) Administrators only Everyone This new setting allows Workspace Administrators to control whether a file import or export uses a personal file, which is set by selecting Myself (keep private) from the dropdown, or a default file. In summary: A personal file can only be accessed by the user who originally uploaded the source file or ran the export. Please note, these personal files are removed from models if they're not accessed at least once every 48 hours. If a user's personal file no longer exists for a particular file import data source (IDS) or Export Action, the default file (if one is set) is used instead. Default files have no expiration date. Administrator's Note: At the time of this release, all existing files will be set to  default files . Note: There will be no change in behavior for end users. This update only impacts Workspace Administrators and API users. Learn more about privacy options when importing and exporting here: Learn how to set up your imports and exports in the Overview of Private and Default Files  Anapedia article.   Enhanced Launchpad The Anaplan Launchpad is getting a new look. The enhanced Launchpad offers new and updated menus, including: An Application menu, which includes direct access to applications that end-users have access to, and the Anaplan App Hub An updated Help menu, with multiple forms of platform support, including the new "Contact support" option A re-designed User menu  Review some of the key items of the Enhanced Launchpad experience here: Learn more about the specifics of the Enhanced Launchpad in the  Work with Models  Anapedia article.   Performance Improvements In this release, you'll notice improved performance in the following areas. Filtering a module or a dashboard grid by multiple line items and time period values. Importing large lists with many corresponding list properties. These imports now appear differently in the change history of a model.   Issues Resolved The following issues are resolved in this release: ID  Description 72448 72521 72787 74352 73429 74850 75016 74830 76553 76511 76801 73426 An error is displayed when you: Create a numbered list marked as production data (nl1). Set the Parent Hierarchy of nl1 to a standard production list. Add a text-formatted Display Name property to nl1. Add a revision tag. Try to sync to a compatible target model. 69969 70425 70984 71982 72524 72877 72957 72963 72968 73206 75468 76535 76511 77294 If a module has a list subset as a dimension and a child line item with a line item formula, an error occurs when you: Change the dimensions of the module. Enter a different line item formula. Add a revision tag. Try to sync to a compatible target model. 64792 If a model contains a line item subset that refers to a module (M1), an error occurs when you: Add a new item to the line item subset. Remove the line item subset from the dimensions (Applies To) of M1. Add a revision tag. Try to sync to a compatible target model. 57242 59978 64919 76022 Searching the current view using a large search query locks the model for a long period of time. 64870 64875 65208 65833 65861 66411 66777 67851 67959 68426 68494 68642 68650 69497 69991 71746 71768 72401 72730 72767 72978 73404 74556 75307 75528 75844 77379 77502 77639 If several models are open at once and you rename a large model in  Model Management , Anaplan sometimes becomes unresponsive. This requires Anaplan Support to perform a core restart. 33161 33322 33682 36569 42836 48255 54968 55877 62499 64881 66210 66244 68438 68955 73581 73720 74113 Filtering a module by multiple line items and time period values can take a few minutes to process. This affects performance for other users in the same model. These types of filters are now applied more efficiently. 72729 74499 74996 An error is displayed if you view cell history for line items imported from another module. 72845 If a module has a line item (Li1) formatted as a list (L1) that includes a LOOKUP formula; and a line item (Li2) with a dimensionality (Applies To) of list (L2), an error is displayed when you: Remove the LOOKUP formula from Li1. Change the format of Li1 to a subset of L2. Change the dimensionality (Applies To) to a subset of L2. Add the LOOKUP formula to Li2 Add a revision tag. Try to sync to a compatible target model. 72470 If a module has a line item referenced by a LOOKUP formula, an error is displayed if you: Change the dimensionality (Applies To) of the line item. Change the LOOKUP formula. Add a revision tag. Try to sync to a compatible target model. 72787 72845 76843 If a module has a line item formula that references a list, an error is displayed when you: Delete the line item. Mark the list as a production list. Add a revision tag. Try to sync to a compatible target model. 65703 74363   Creating a model from a revision tag fails in very large models that take over 5 minutes to open. ... View more