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ANAPLAN MODEL BUILDER HOW TO
ANAPLAN MODEL BUILDER FULL
ANAPLAN MODEL BUILDER SOFTWARE
ANAPLAN MODEL BUILDER SERIES

Develop end-user reporting and planning dashboards within Anaplan.

Conduct tie-outs within Anaplan models and troubleshoot solutions.

Develop inbound and outbound data feeds to and from the Anaplan model.

Collaborate with project team to build Anaplan models in line with best practices and guidance from project leadership.

Build customized Anaplan models based on customer requirements.

Review existing customer models and business process.

Communicate well written and orally at all levels‐managerial, technical and user.

Assist with determining priorities, scope, timeline, goals, and key milestones for projects.

Translate business processes and requirements into technical requirements & design documentation, solution design, and system configurations to support customer’s desired to-be state.

ANAPLAN MODEL BUILDER SOFTWARE

Serve as the software subject matter expert throughout the implementation life cycle.Provide technical instruction by actively mentoring team members through improvement of delivery of optimal solutions.Identify gaps in requirements, testing, or communication issues in client delivery.Demonstrate technical knowledge for software implementations including activities around field to field data mapping, conversion validation, system and security configuration, system integration testing, and user acceptance testing.Lead and supervise Anaplan implementation projects, which involves looking at clients’ internal finance and accounting processes and advising on solutions around creating efficient process or improving existing processes.Haven’t registered with the Learning Center yet? Learn how here. Want to know what needs to happen? Check out the Pre-Release Enablement class in the Learning Center.

ANAPLAN MODEL BUILDER FULL

To be able to take full advantage of those features, there are some actions that Workspace Administrators will need to take prior to the release. We look forward to bringing you more exciting updates with next month’s release.Ģ015.4 is coming…prepare your models now!Īnaplan’s exciting new release is scheduled for October and has many new features and benefits. We hope you enjoy using the updated navigation panel and the other new features in Anaplan. It is best to order your Modules and Dashboards so that the flow matches your process and makes sense when read from top to bottom. Within your Functional Areas, Modules always appear before your Dashboards (see Figure 6). The order of the items on the Navigation panel/Contents tab is based on the order of your Functional Areas. How do I reorder the Navigation panel/Contents tab? I usually hide all Modules and only show Dashboards (see Figure 5). You can check and un-check to show and hide items from the Navigation panel/Contents tab. If a checkbox is grayed out, that role does not have access to that item. In this section you will see a column per role, with checkboxes for all the items in your model. How do I show and hide different items on the Navigation panel/Contents tab?Īs a Workspace administrator, click on Settings > Contents. This will immediately lock you out and you will need to contact another Workspace admin to be re-added. Do you see any unnecessary dashboards or modules? Click on the Contents tab to test what the user will see (see Figure 4). Use the dropdown to select a role to test. Once you are in your model, click Settings > Users, then find your name and the first column: Model Role. To test the views of different roles, you need to log in to a model as a Workspace administrator. You can further customize this view by reordering your Modules and Dashboards and also hiding items. Once a Model Role has been assigned, a user will only see Modules and Dashboards that have been set to Read/Write for that role (see Figure 3). The Navigation panel/Contents tab is driven by the Model Role set for each user. Figure 2 is the updated interface, including the sliding Navigation panelĬan I control what’s showing on the Navigation panel/Contents tab? The Contents tab was designed to provide quick access to the dashboards and modules that you need in your planning process. In our upcoming platform release, the Contents tab will be moving to a collapsible Navigation panel.

ANAPLAN MODEL BUILDER SERIES

In case you missed it, the first post in this series covered Dashboards. This is the second post in an ongoing series on Model Builder Tips & Tricks for Anaplanners.

ANAPLAN MODEL BUILDER HOW TO

Whether you are new to Anaplan or a seasoned model builder, these five tips and tricks from Anaplan model builder Vicky Ascencio will show you how to enhance your understanding of the navigation panel and amplify your capabilities. Are you an Anaplanner looking to hone your skills? Look no further! Anaplan is constantly innovating, and there are some exciting updates for Anaplanners in the latest platform release that will help you plan, collaborate, and act quickly across your business.