About Tiffany.Rice

Tiffany.Rice

I'm not aware on an integration with Teams. Following to see if there is any information to the contrary as that would be very interesting indeed.

Tiffany.Rice

@cmahaffy - Completely agree and I believe there has been a shared consensus from the broader community that this is a definitive need. A couple of other idea threads seem to be getting traction. Check out: https://community.anaplan.com/t5/Idea-Exchange/Show-quot-Used-in-Page-quot-reference-in-Modules-Settings/idi-p/83792 From the sounds of it, this is a roadmap item as part of the new model building experience. They already launched the "Pages" section and now will iterate to add more content to show not only pages build on the model but the specific modules used on those pages.

Tiffany.Rice

@richbhar - I'm not aware of a means to change the model settings for an entire App, only page by page. The pages can operate independently of one another and it is possible that you would have entirely different models (not just modes of the same model) represented in a single App. For example, if you could have a Page for view the Data Hub model and a different page to view the Forecasting model all within the same App.

Tiffany.Rice

See related idea: https://community.anaplan.com/t5/Idea-Exchange/Current-Date-and-Time/idi-p/4

Tiffany.Rice

Hi Ryan, Like you I find that our users will create a MyPage to save a view of a worksheet that was already created for this by the model page builder. Our implementation team seeks to create standard page views that will meet the majority of the end users needs to eliminate the need for customized MyPages. Some of the feedback I hear against MyPage is that they can't share the view with other members of their team and the personal page isn't supported by the workspace admin (you can't troubleshoot what you can't see). We provided training to the users in conjunction with a worksheet page we released to give them an ad-hoc report based on filtering, pivot, show/hide, etc. criteria that they select. We haven't done any training on creating a MyPage from scratch.

Tiffany.Rice · ‎04-18-2022

Thanks for sharing Brittany - loved hearing about your progression and how one might make a shift if their interests take them down a different path!

Tiffany.Rice · ‎04-18-2022

@Sandeep28 It looks like your line item name might not match the column header name in the source file. Within your import review the line items tab, you may need to map the Bonus% line item manually.

Tiffany.Rice · ‎04-13-2022

Love the tip about breaking down the formula into separate calculations, this can make the error tracing much more digestible then trying to find the mistake in multiple rows of text. The open model analysis is also wildly helpful, you don't often realize the impact that one sub-optimal formula can have on overall model performance.

Tiffany.Rice · ‎04-08-2022

Here is a helpful article to related to leading zeros and .csv file types. This was something I too learned to hard way. Glad you were able to redownload the file and successfully import. https://answers.microsoft.com/en-us/msoffice/forum/all/keeping-leading-zeros-in-csv-file-format/236e23cb-9a00-4c30-bd2b-267d7a3140ac

Tiffany.Rice · ‎03-04-2022

@Aenenmoh - our consulting usage was focused on only the skilling for replicate the legacy model. Once we had the baseline knowledge we drove our own transformation (i.e. the rework) with no external consulting. I think you are on a great path and I wish you much success!!

Tiffany.Rice · ‎02-22-2022

@Aenenmoh - great question! I was part of a lift and shift implementation moving from a different FP&A planning platform to Anaplan - we took a lighter approach with consulting as we already knew our system requirements and we really just needed the upskilling to understand Anaplan. Our partner provided a week long boot-camp style training class and then we had a played a coach/guide role with our internal FP&A team doing all of the hands on build. For me it was a great experience because we were intimately familiar with everything in our model and 100% able to support the go-forward needs. However, bear in mind our initial implementation was focused on replicating an existing process not really a transformation project. We did end up rebuilding large components of the model over time and adding purpose driven spoke model to enhance the legacy process. In the end it was the right approach for us but go-fast comes with trade-offs and you need to be comfortable with some level of rework later.

Tiffany.Rice · ‎01-27-2022

I think this would greatly improve usability for the NewUX. Eliminates the needs for filtering cards to support multi-select.

Tiffany.Rice · ‎12-01-2021

Check out this Idea - similar thought and sounds like it's on the roadmap: https://community.anaplan.com/t5/Idea-Exchange/Show-quot-Used-in-Page-quot-reference-in-Modules-Settings/idc-p/124241#M9361

Tiffany.Rice · ‎11-29-2021

Balloons?!?! This is a champagne moment if I have ever seen one! Massive improvement and hugely helpful!

Tiffany.Rice · ‎11-29-2021

@Cristina - there isn't currently a native function to identify the current date, though has been requested on the Idea Exchange and I believe is on the roadmap. https://community.anaplan.com/t5/Idea-Exchange/Current-Date-and-Time/idi-p/46550 Below is a resource for how one user has created a workaround to automate a process to populate the current date using Cloudworks: https://community.anaplan.com/t5/How-To/Easily-Get-Current-Date-Using-CloudWorks/ta-p/120636

Tiffany.Rice · ‎11-12-2021

Wow, this was such a fun session with @einas.ibrahim & @joshbaker4! I really loved all the questions and audience engagement! As mentioned, we'd love to keep the conversation going so let's use this as a place to do that. Thanks for tuning in!

Tiffany.Rice · ‎10-29-2021

I believe you can also purchase blocks of space without adding users. Will be dependent upon your contract but ones I've seen in the past include this option. As Misbah suggested your Anaplan business partner should be able to assist in determining the right option for you. As an FYI, limited users do not have workspace allotted so those would not contribute to additional size.

Tiffany.Rice · ‎10-26-2021

I just knew this was coming!!!! As always you explain it beautifully! One of the most common questions from new model builders is when to use Sum vs. Lookup.

Tiffany.Rice · ‎10-18-2021

Encountering this limitation as well when attempting to create filtered views to facilitate model to model data transfer. Have found work arounds using multiple saved views but would be ideal if we could natively include at least 4 dimensions within the rows.

Tiffany.Rice · ‎09-03-2021

@EmmJ On the general lists settings, ensure you have Display Name Property defined for the list. With number lists, the list item behind the scenes is a # but you have the ability to define a Text field to be used to display the desired name. See: https://help.anaplan.com/54b75174-848f-482b-a051-a9a063ece50c-Numbered-Lists for more information on numbered lists.

Tiffany.Rice · ‎08-27-2021

Make sure all line items are mapped in the import action. See below - highlighted items are not mapped because the column header is not equal to the line item. Selection option to manually map and then ensure every column header is either mapped to a line item or set to be "ignored" in the import action. This is a critical step in every import setup action so you will want to get very comfortable with this process and ensure you are reviewing this tab in every import action that you setup.

Tiffany.Rice · ‎08-27-2021

Yes, the applies to notes on the SYS08 Employee Details line indicates the setup for the module itself. This would reflect the lists that you selected when you setup the module. By default this gets applied to every line item unless something else is specifically entered within the applies to section for that line item. See below - this is the correct setup. The circled bit is what tells you that the default for the module is being applied to the line item.

Tiffany.Rice · ‎08-27-2021

@Jacob3小广场表明我tem is a "subsidiary view" which means it is setup with a different dimensionality then the rest of the module. If you look at the blue print you will see that the Applies To for those lines is blank - all line items need to be have the same list E2 Employees applied (this is the cause of your import error). Anaplan will do this by default when you create a new module, these subsidiary views only occur when you change the Applies To in the blueprint mode. Community posts are open to all members day and night. This is not a manned support line but rather a platform for Anaplan end users to interact and help one another along the way. Welcome to the community and good luck with your journey to become a model builder!

Tiffany.Rice · ‎08-27-2021

@JaredDolich - do I sense a user group poll in the making???? In store vs. virtual retail is such an interesting topic, I can't help but wonder the linkage between offering type and venue. For me personally, I'm 100% virtual for household goods but haven't been able to kick the in-person clothes shopping habit (try it before you buy it mentality). Obviously Stitchfix and other similar companies are making headway in that arena, bringing together the best of both worlds but I'm an adoption laggard. Do you have anything that you absolutely refuse to buy "online"?

Tiffany.Rice · ‎08-27-2021

@Jacob3 - the blueprint view on SYS08 doesn't look quite right. You have different "Applied To" on the individual lines but in order for the module to operate as intended you should be applying a consistent dimensionality (i.e. Applies to) through out. All line items are defining attributes of E2 Employees#. For highlighted items, set the applies to as a "-" meaning the same list applies to all line items.

Tiffany.Rice · ‎08-26-2021

@Jacob3 - Try modifying the source to target mapping on the import. E2 Employees# should map to the code - this is the unique identifier that indicates which employee is being referenced in the data. Line items should be mapped to column headers.

Tiffany.Rice · ‎08-24-2021

@jrimmer93 I had a situation recently where I made a revision to a module and the App showed incorrect data for some users, it appeared the custom view got "stuck" between the old vs. new module setup. To resolve I had to open the card configuration and update the view even through the pivot/line items were displaying correctly. It was incredibly odd as the view issue was not consistent across users - I wasn't able to replicate the issue using my account but one of my end users screen shared to show that they were seeing different values than what was displayed for me.

Tiffany.Rice · ‎08-23-2021

@taylor_rogers - We were just talking about this!

Tiffany.Rice · ‎08-02-2021

铅和滞后函数允许您指定w non-positive values should be treated - you would use these formulas if you wanted to return a different result for negative/zero values. OFFSET is essentially a simplified version of the LEAD formula, as it will return the value of the period specific regardless of whether that cell value is positive, negative or zero (i.e. NONSTRICT). So in other words, they all do something similar with slightly different behaviors/conditions. POST will allow for more than one source item to map to a specified target. This formula should only be used in circumstances where more than one value can apply, anytime you are trying to return a single value from a specified number of periods in the past/future the other time related formulas (Offset, Lag, etc.) will operate more efficiently. See below for a bit more detail on POST: https://help.anaplan.com/082cb491-879c-4711-b5c6-9ed162391bb1-POST @RavinderB Hope this helps to clarify of the various formulas.

Tiffany.Rice · ‎07-30-2021

Community Boss is RIGHT!!! Thanks for all your efforts as well as your co-group leaders to make this a super engaged user group!