About Joshua.Huilar

Joshua.Huilar · ‎04-23-2020

Hi @LipChean_Soh , I'm going to build off of your example in order to ask my questions. Assumptions: - In your example, "Retails" and "Wholesale" are list members in a list called "L1 Channel" - I have a module with Applies To of "L1 Channel" - This module has a line item with formula of "IF ITEM('L1 Channel') = 'L1 Channel'.Retails THEN 1 ELSE 0 - Previously I would forecast volume at "L1 Channel". Now I want to forecast volume at a lower level. - This lower level will be a list called "L2 Sub-Channel" with list members of "Mass Merchandise" and "Drug and Dollar" Issue: To enable the lower level of planning using "L2 Sub-Channel"...I have to: 1) Remove my formulae 2) Update the Applies To from "L1 Channel" to "L2 Sub-Channel" 3) Revise my formulae to reference "L2 Sub-Channel" 4) Enter my revised formulae into the Line Items Questions: 1) If I used the Boolean Staging in your example, would that circumvent my "Issue" above? 2) In general, how should I have staged my lists/modules to accommodate a future lower level hierarchy (e.g. I plan at L1 last year but need to plan at L2 next year)

Joshua.Huilar · ‎04-20-2020

@Bob-Bachynsky, thank you! I confirmed that I can access the "Agile and Anaplan (140)" now.

Joshua.Huilar · ‎04-19-2020

@Bob-Bachynsky The link for "Agile and Anaplan (140)" does not work for me, but the other links do. Also, videos #5 and #6 had a lot of lags or skips in the audio.

Joshua.Huilar · ‎04-19-2020

Hi @pam_pervenanze, I'm reading through "The Anaplan Way" document and on Page 54 it states to use the "Model Design Check-in Checklist". Where can I find a copy of this? Thank you!

Joshua.Huilar · ‎04-10-2020

@Bob-Bachynsky, I've been searching throughout Anaplan Community. How do I simply look up who the Tenant Admin is for a workspace?

Joshua.Huilar · ‎03-26-2020

In the meantime, when setting up a Line Item to write a formula to manage Conditional Formatting logic what is best practice for naming conventions? For example, in the attached screenshot, I have one Line Item as "CF" for "Conditional Formatting" and the other Line Item as "IND" for "Indicator". In the past I've had clients that thought "CF" was "Cash Flow" and it caused confusion hence why I started using "IND". Thanks!

Joshua.Huilar · ‎03-02-2020

Background: During foundations or requirements gathering we always emphasize that the client should create their own user stories. We typically share "User Story 101" information in several slides within our project kickoff deck; however, it may be more effective to have the client watch a short 3-5 minute video on explaining what User Stories are. Question: Is there an Anaplan video that provides an overview of User Stories? I found a good link to a User Stories write-up under the "Sprint Planning" section of the "The Anaplan Way" guide (https://community.anaplan.com/t5/The-Anaplan-Way-Guide/ct-p/The_Anaplan_Way_Guide), but I still feel a quick video would help clients better understand the ask and the importance of user stories.

Joshua.Huilar · ‎02-24-2020

This appears to be redundant with the following link: https://community.anaplan.com/t5/On-Demand-Courses/Foundations-101/ta-p/54503 Please consolidate these links so that only one solution remains for user to reference. Thank you!

Joshua.Huilar · ‎02-17-2020

Thank you for the response Arun! Please see my broader response in the related post.

Joshua.Huilar · ‎02-17-2020

@Jared Dolich and @ArunManickam thank you for the responses! Regarding use cases, at my previous firm my primary focus was on FP&A (across numerous industries) and S&OP (e.g. demand planning, production planning, MRP, etc.) solutions. At my current firm the focus is on FP&A for financial services companies. Project deliverables at my previous firm included user stories with acceptance criteria and test scripts, which would be created by the client and tracked via a project management tool (e.g. JIRA or TFS). At my current firm we have those same deliverables but also a traceability matrix. Some online sources stated that traceability matrices are typically not included in Agile as one is typically covered via the user stories and test scripts. Overall, I feel the traceability matrix may be redundant to normal Agile, but to your point, perhaps there is a benefit to having it on more complex projects. Regarding using the Anaplan Way application from AppHub. At my last firm we used a separate project management tool because the firm implemented other services outside of Anaplan. This would enable a standard approach to track projects across multiple practices. At my current firm, typically the client dictates we use the client's existing project management tools. I agree that the Anaplan Way application would have some good tips and tricks to use, and that having the client update their project deliverables in the Anaplan Way application would give them more exposure to Anaplan and hopefully shorten any learning curve time. Regarding creating user stories in Power Point. I've seen projects with 100+ user stories, so I feel like a project management tool like JIRA or TFS would serve the same purpose as Power Point. On average, how many user stories do your projects have that you would then create in Power Point? Speaking of user stories. It'd be nice if Anaplan provided standard user story templates understanding that they will cover 80% of client requirements and there will always be another 20% that will have to be further defined during requirements gathering with each client. At both firms, I've observed user stories always being created from scratch and many clients asking if there are standard user stories that we can start them off with. I myself have attempted to draft standard user stories and garner feedback from my broader teams to supplement those as needed. I am cognizant that many firms are trying to establish their own value proposition to prospective clients, but for example, headcount and opex planning are relatively the same regardless of the industry or size of a company. For that, I think there should be standard user stories similar to the scoping scripts that Anaplan provides.

Joshua.Huilar · ‎02-14-2020

Hello, More of a methodology question than an Anaplan question. Is a traceability matrix required or a part of The Anaplan Way (or Agile)?

Joshua.Huilar · ‎10-11-2019

Hello, I'm trying to leverage your post to sum Weeks into 13 4-Week Periods. Background: Client would like a 13 4-Week Calendar beginning week of 1/6/2019 to 1/12/2019, which I already confirmed Anaplan's native 13 4-Week Calendar options (Day nearest end of Month) and (Last Day in Month) does NOT allow. Attached are a couple of screenshots of the direction I was going after reading your post, but did not have success. Would you be able to go into more detail for bullet "c" under Option 1? I got a bit lost at this section. Also, would you be able to clarify bullet "1" under Option 2 how you would map Week 1, Week 2, Week 3, Week 4 to Month? Replacing my Periods with normal months (for sake of example) based on your instructions I would do the following: List Member/Property Jan/Week 1 Feb/Week 2 Mar/Week 3 Apr/Week 4 However, I would need the following to occur: Jan: Week 1, Week 2, Week 3, Week 4 Feb: Week 1, Week 2, Week 3, Week 4 Mar: Week 1, Week 2, Week 3, Week 4 Any screenshots you can provide for you solution would be much appreciated! Thank you!