USING NATIVE TIME FOR CALCULATIONS, AVOIDING HARD CODED DATES

Anaplan allows users to reference Time within their models to aggregate data based on a certain time period like month, quarter, or year. As time goes on, organizations will need to roll their models forward year after year, and ‘hard coding’ time within your model formulas can be very problematic in the long run.

ADDING ICONS, EMOJIS AND ANIMATED GIFS TO LISTS OR LINE ITEMS

Emojis and GIFs not only add a nice look and feel to your planning processes, but are also a good way to give a visual break between list types. Earlier characterized by tacky little clipart images they have come a long way and now you can even add them on Anaplan to the workspace background.

VIEWING HIDDEN MODEL CONTENT

Based on your user profile within a given Anaplan model, you can access certain modules and dashboards that may be hidden from the model Navigation Panel, but still have model access to view or edit additional content.

NAME LIST LEVELS AND CREATE CATEGORIES FOR EASY ORGANIZATION

Anaplan, with its multiple modules and hierarchies can sometimes be confusing. To simplify, organize, and easily track which parent-child relationships form which hierarchies you can assign levels for each list item.

VIDEO TUTORIAL – MODEL CREATION & INITIAL SETUP

Create a new Anaplan model with this easy video tutorial.

MODEL CREATION & INITIAL SETUP

Starting a new model build can be very exciting, but also a bit overwhelming. Following these model configuration steps can help get your new project up and running with ease.

VIDEO TUTORIAL – CREATE A FILTER PAGE SELECTOR BASED ON LIST FORMATTED LINE ITEMS

In the previous post we showed you how to create a filter page selector based on list formatted line items. To help you understand it better check out the video tutorial.

CREATE A FILTER PAGE SELECTOR BASED ON LIST FORMATTED LINE ITEMS

Anaplan has the ability to publish a list as a line item onto a dashboard, and use that specific line item as a dynamic filter. This allows for modules that share the same dimensionality in a dashboard to sync with the selection. But what if the list you want to sync to is a list-formatted line item rather than an actual dimension in the module?

PRIOR PERIOD HISTORY CHANGES

Switchover is a very powerful and simple way to update actuals in new versions. However, in some cases, you may want different actual(s) in your reporting history for various reasons, such as a prior period reclass.

CREATE FORMULAS FOR EACH VERSION

Anaplan has native built in versions that leverage pre-built functions. However, in some instances you may want to retain prior versions for reporting but don’t want the additional overhead that this would add to your model. A way to do this without the overhead is to create a list of versions that don’t leverage native pre-built formulas.

VIDEO TUTORIAL – Adding Process Buttons to Dashboards & Exporting Data Sources

In the last blog post we learnt how to add Process Buttons to Dashboards & Export Data Sources. Here is a detailed video tutorial to help you understand it better

ADDING PROCESS BUTTONS TO DASHBOARDS & EXPORTING DATA SOURCES

With all your data contained in Anaplan models, you have instant and easy access to it. But did you know that Anaplan allows modules on the dashboard and the data contained within it to be exported and saved in multiple formats (PDF, CSV, XLSX, etc.)?

VIDEO TUTORIAL – CREATE AN ADMIN DASHBOARD

In the last blog post we learnt that to better manage and organize your Anaplan planning models a great tip is to create an Administrator dashboard within it. Here is a detailed video tutorial of the entire process of creating an Admin Dashboard on Anaplan

CREATE AN ADMIN DASHBOARD TO MANAGE YOUR ANAPLAN MODEL

Dashboards can be as complex or as simple as you want. There’s no limit to the number of elements you can add to a dashboard. To better manage and organize your Anaplan planning models a great tip is to create an Administrator dashboard within it

BEST PRACTICES OF MARKETING OPERATIONS

Marketing teams are now more than ever expected to close the bridge between expectations and reality. But with such an increase in media channels and globalization, marketing is becoming more complex and the gulf between expectation and reality is further widening.

DATA HUB BY ANAPLAN

Data hub is a central repository for data. It can be applied to an Anaplan model for storing master data, lists and modules that are shared across various apps and different production models.

EXPORTING DATA SOURCES ON A DASHBOARD

With all your data contained in Anaplan models, you have instant and easy access to it. But did you know that Anaplan allows modules on the dashboard and the data contained within it to be exported and saved in multiple formats (PDF, CSV, XLSX, etc.)?

FINANCIAL FORECASTING WITH ANAPLAN

The traditional budgeting process typically takes months to complete, leaving budgets outdated almost as soon as they are finalized. That’s why many organizations are choosing more flexible approaches, updating forecasts as financial results become available. Executives can rapidly identify trends and make decisions based on where the company is actually headed.

STOP WASTING TIME ON MANUAL PROCESSES

A McKinsey report found that employees spend 22% of each day searching for data. Additional hours are then needed to consolidate data into meaningful cuts. More than 1/5th of every day is wasted on prep work!

Say the VP of Design is also accountable for the legal department supporting his organization. While functional reporting is necessary for centralized decision-making, it wouldn’t meet this VP’s needs. Manually consolidating information would be a pain.

BAD DATA CAUSING STRESS? REDUCE ERRORS WITH DATA HUB

Do you trust your data? Can you say with confidence that your Anaplan data is consistent across all Sales, Finance, HR models and beyond?

The answer to a single question differs depending on which business unit created the data. Inconsistencies abound.

If success hinges on your organization's ability to be nimble, how can you respond quickly to changing business conditions if you aren't sure if the data is accurate?

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