Maximise your Anaplan ROI with our proven solutions and best practices

1. In the Data Hub: Create Flat Numbered List with the lowest level of the hierarchy (the Data Hub uses only flat lists – hierarchy will be built in the core model) – e.g., P3 SKU (called: Products Flat New # below – assuming hierarchy being P1 Product Family, P2 Product, P3 SKU) – Include Code and Display Name

2. Create Staging Module (e.g., STG1 Products Flat New Hierarchy) with the newly created list as a dimension

and import P2, P2 Code, P1, P1 Code into the module using a .csv excel or .txt text file.

3. To be able to create the hierarchy in the core model, use the ISFIRSTOCCURRENCE() function (called ‘FC’ below) on each of the desired dimensions

4. To create the hierarchy, start filtering the highest level in the STG1 Staging Module (in this case: P1 FC) for all TRUEs to look like this:

and only show the line items which belong to the P1 hierarchy which are ‘P1’ and ‘P1 Code.’

5. Create a Saved View via View > Save As and give it a name, e.g., ‘Hierarchy Level P1’

6. Navigate to the core model and search for the P1 Hierarchy list, give it a Top Level total and make it a numbered list

7. Open the list, create a new property called ‘Display Name’, click on import and choose ‘Connect to Anaplan Model…’ and search for the desired Data Hub Model, click on ‘Saved View’ and select the newly created saved view.

b. Create a Saved View (this time also including the P1 parent)

c. Navigate to the Core Model and set the P1 Hierarchy Level as the parent of the P2 Hierarchy Level

d. Import the P2 saved view from the Data Hub into the P2 list and remember to map the parent this time

e. The hierarchy should look like below

10. Repeat the steps for further hierarchy levels

a. Filter and create ‘Saved View’

b. Set parent in the core model

c. Import into list using the ‘Connect to Anaplan Model…’ functionality

11. Open the Data Hub model and navigate to Actions

a. Within the ‘Imports’ section you should see the .csv/.txt file used to upload as per chapter 2.

b. Click on ‘New Action’ > ‘Process’ and enter a name for the process.

c. Once done, edit the process and assign the import

Synchronized scrolling enables different grids to scroll at the same time, horizontally and/or vertically.

Synchronized scrolling makes sense when the two grids have the same dimension and/or line items.

Example:

The two grids display different data but have the same dimension ’employee’. In this case, applying synchronized scrolling improves the experience in Anaplan. This assures the same list items, employees in this example, are displayed in both grids. This allows access to the information from both of these grids for the list members shown with just one scroll. It keeps the UX page organized and clean and makes reviewing data for end users easier.

How to enable Synchronized Scrolling?

1. Enter designer mode
2. On any grid card, select the card menu and click on ‘Synchronize scroll’

3. Select ‘pen’ edit icon to edit the new grid group on the right

4. Select the grids to be synchronized by checking the box on each grid

Why?

With such a graph, spotting YoY growth/decline is easier.

How to get there?

In the model:

• Start with a module that shows the data by time (e.g., headcount by month from January 2021 till December 2022). This module will be referenced to as the source module in this documentation.
• Create a new (target) module and create two new line items called ‘Current Year’ and ‘Last Year’:

• The line item ‘Current Year’ refers to the data in the source module
• The line item ‘Last Year’ refers to the line item ‘Current Year’ with an OFFSET formula: OFFSET(Current Year, -12, 0). In this example, the data is offset by -12 months to get the data for the previous 12 months (vs current 12 months)

On the UX page:

• Add a chart card to the UX page and choose the target module as your source
• Apply a filter to this grid card that filters for current year months only

This way the graph will show two lines, with the data of current and last year above/below each other, with the x-axis showing the months of the current year.