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Model Building Intermediate: Exercise Guide
Model Building Intermediate: Exercise Guide
Last updated 11/16/18. Not for inspection by, distribution or quotation to the general public.
© 2017 Anaplan, Inc. All rights reserved. Proprietary and Confidential.
Introduction __________________________________________________ 5
Prerequisites __________________________________________________________ 5
Download these files ____________________________________________________ 5
Review current ACME Excel file____________________________________________ 5
Training process ________________________________________________________ 6
Use Anapedia __________________________________________________________ 6
Company Information ____________________________________________________ 9
Activity #1 – Create new model ___________________________________________ 10
Lists________________________________________________________ 11
Hierarchy diagram _____________________________________________________ 11
Activity #2 – Assumption and Organization Lists ______________________________ 11
Activity #3 – Reps L4 List ________________________________________________ 14
Modules ____________________________________________________ 16
Overview ____________________________________________________________ 16
Activity #4 - Rep Setup module ___________________________________________ 16
Activity #5 - PY Sales module ____________________________________________ 18
Summary __________________________________________________ 62
Congratulations! _______________________________________________________ 62
Next steps ___________________________________________________________ 62
Resources ___________________________________________________________ 63
Feedback ____________________________________________________________ 63
Introduction
Before starting the course there is some preparation you can do to make sure you
are better prepared.
Prerequisites
Intermediate Model building is the third in a series of learning courses available
through Anaplan’s learning center either as on-demand training or live instructor lead
courses. As such it makes assumptions on the learner’s knowledge so please make
sure you have taken these classes before beginning:
• 101: Foundations
• 102: Introduction to Model Building (IMB)
Feel free to re-take any of these classes if you feel you need a refresher before
beginning.
On-demand (OD)
If you are taking on-demand training you will watch a video segment (located in the
course) and then use the exercise guide to build the model. Unless otherwise noted
the video sections will match the sections of this guide. If you need help during this
process visit the Model Building – Intermediate forum. In the guide, notes for these
students will be highlighted with an (OD) indicator.
For learners taking the Instructor Led Training, ignore the references to the video
segments, your instructor will be walking you through these live.
Use Anapedia
Throughout the course use Anapedia as a resource. There is a tremendous wealth
of information available about Anaplan in Anapedia. The articles in Anapedia offer
detailed information and step-by-step assistance on common tasks and topics. Want
to learn more about the enhancements from the latest release? Go check out the
New Features section in Anapedia. Need more information about App Hub? Take a
look at the App Hub section in Anapedia.
Within Anapedia are the Anaplan community forums. For individuals taking the on-
demand version of this course this is the best place for having questions answered.
Once in Anapedia click on:
Forums Anaplan Learning Center Intermediate Model Building to access the
class forum.
Page 6
When asking a question it is helpful to provide:
• The section you are working within
• Any specifics about issues or problems
• Screen captures
Anaplan vocabulary
Review the following Anaplan terms as you will need them to move forward in the
training. You can use the forums or Anapedia to help out.
Blueprint Breakback Copy Across Dimensions
Formula Bar Grid View Line Items List Properties
Pivot Selective Subset Switchover
Access
The formulas
Also found in Anapedia are the various formulas used throughout this training. Below
are a few of the more common ones that are used multiple times, as well as used in
combination.
Page 7
Page 8
Company Information
The issue:
The finance team at ACME is working with a disjointed capacity planning model that
has exceeded the limitations of Excel. They have been unsuccessful matching
resource plans with moving sales targets.
Our objective:
Leverage existing Excel information and data to build an integrated process of top-
down, bottom-up planning that addresses their future capacity needs.
Basic information:
Reporting information:
• Their CEO and CFO want to see a daily dashboard of goal setting
information, including region and manager goal setting information.
• To allow managers to forecast and plan their hiring, you will also create two
additional dashboards: Profile Setup and Manager Quota Set.
Model schema
Page 9
Helpful Hints - Model Tips
In this practical, you will build and present a new model for Acme Co. Make sure you
are the only one with access to your model, by setting the proper permissions in
Settings Users.
Note: Make sure you set yourself to “Full Access”
You will build the lists and modules as well as import data into the modules.
Ensure that the Blueprints have the appropriate financial treatments/formats and that
line items are styled where necessary.
Page 10
Lists
Hierarchy diagram
• When naming a list it is helpful to indicate the level it falls in the hierarchy
structure with a simple code. We recommend an L and the level number (i.e.
L1, L2, L3, etc).
• A blank “dummy” list can be created to act as a separator between groups of
lists.
Create and populate the Assumption lists. If you did not follow along with the video
to complete the Organization lists do that as well.
Files needed
You will need the 2015 Headcount Detail.csv and the Role Goals.csv files.
Page 11
List Name Top Level Parent Properties Import Data
---ORGANIZATION LISTS---
Geos L1 Total No import Type
(renamed Company NOAM, EMEA, APJ
from
Organization)
Basic lists
These lists are simple composite lists that build the org structure.
Page 12
Build
Page 13
Activity check
The Reps L4 list is a numbered list and will have several special features.
Build
Page 14
Turn on Numbered List functionality
Import
Activity check
Page 15
Modules
Overview
You will build thirteen modules in the following four areas:
• Staging Modules (1-2)
• Top-Down/Goal-Setting Modules (3-6)
• Bottom-Up/Assumptions Modules (7-10)
• Quota Setting Modules (11-12)
The Section 3 activity focuses on building the Staging modules first.
• When determining where to start, look for the modules with the fewest
dependencies and start there.
• For this schema that is the Staging modules since they push data out and are
not dependent on anything other than list data.
Page 16
File needed
Build
• Use the graphic above as a guide to pivot your module and save your view
• Format the line items according to the list above
Import
Page 17
Activity check
• Make sure that you have set your Header and First Data row correctly!
• International Note: The Start and End dates are US formatted (MM/DD/YY).
If you are using a different date format in your browser, select the Rep Setup
Line Item Tab in the mapping wizard and choose Custom Mapping.
Page 18
File Needed
Build
• List: Sub-region L3
• Remove Time and Versions (none of the history modules will use these)
• Line Item(s): (Number)
o PY Sales
• Use the Excel module above as a guide to pivot your module and save your
view
Import
Activity check
Page 19
Page 20
Top-Down Introduction
Overview
Section 4 introduces you to the top-down functionality to be built in the model.
• The company goals drive the geo goals
• The geo goals drive the regional goals
• The regional goals drive the sub-regional goals
• Goals can be held so changes do not affect them
• Goals can be overridden
Page 21
Top-Down Goal-Setting Modules
Overview
In this section you will create the first two goal setting modules:
• Company Goal Set
• Geo Goal set
Sub-
Company Geo Goal Region
region
Goal Set Set Goal Set
Goal Set
If you run into issues building these modules check the following:
• Verify formats
• Verify data is loaded into lists
• Review formulas and references
• Trace information using the Drill Down (F8) feature
As we build the top-down forecasting, separate modules will be created for each
level of the hierarchy. The Company Goal Set module represents the first level of the
hierarchy. In this module you will pull in prior year data from the PY Sales module
and you will have an input cell for percent growth and a formula to calculate the final
goal.
Insert module
• List(s): No lists
• Remove Versions and Time
• Line Items: See Below
Activity check
The Geo Goal Set module represents the next level of the hierarchy. In this module
you will reference prior year sales data from the PY Sales module and you will have
an input cell for percent growth and a formula to calculate the final goal.
Insert module
• List(s):
o Geos L1
• Include Versions
• Remove Time
• Line Items: See Below
Page 23
Company Percentage Calculate each Geo’s percentage of PY Sales / PY Sales.PY Sales[SELECT:
Percent 2 decimals total PY Sales using a SELECT function. 'Geos L1'.Total Company]
Projected Number Multiply the company’s Goal by Company Goal Set.Final Goal *
Goal the Company’s Percent to see Company Percent
the projected goal.
Activity check
Page 24
Region Goal Set Formulas 1 of 2
Overview
Section 6 covers part one of setup for the Region Goal Set module while Section 7
will cover part two. You need to reference the Module Information Chart below for
both.
The Region Goal Set module calculates regional percentages in the same way that
geo percentages were calculated in the Geo Goal Set module. However, Region
Goal Set will include more Line Items to provide flexibility with forecasting – including
Hold and Override options to be used in setting goals at the region level.
Region Percentage Calculate each region’s percent of the PY Sales / PY Sales.PY Sales
Percent (two dec) Geo’s PY Sales using a LOOKUP function [LOOKUP: Parent]
Projected Number Calculate each region’s goal by Hint: You’ll need to include a
Goal multiplying the Region Percent by their LOOKUP function in the
projected Goal in the Geo Goal set denominator
module
Hold? Boolean No formula - checkmark to Hold Projected
Goal number. n/a
Page 25
Take Out Number If Hold is checked, Take Out is equal to IF Hold? = TRUE THEN Projected
Projected Goal. Goal ELSE IF Override? = TRUE
If Override is checked, Take Out will be THEN Override ELSE 0
the number entered in Override.
Otherwise, it will be zero.
To Be Number Difference between Projected Goal and Hint: Remember that clicking is
Allocated Take Out more reliable than typing in
references
Allocate? Boolean Checkmark appears if there is not a Hold NOT Hold? AND NOT Override?
or a n Override.
Allocation Number If Allocate is checked, Projected Goal is Hint: How did you write the Take
Child shown. Otherwise, it will be zero. Out formula? This formula is
similar (but simpler).
Allocation Number If Allocate? is checked, To Be Allocated IF Allocate? THEN To Be
and Allocation Child line items are used Allocated[LOOKUP: Parent] *
to calculate the allocation for the region. Allocation Child / Allocation
Child[LOOKUP: Parent] ELSE 0
Final Goal Number If Hold is checked, Projected Goal is Hint: Refer to the Take Out formula
shown.
I f Override is checked, then Override is
shown.
O t h e r w i s e , t h e Allocation number is
shown if neither Hold? nor Override? are
checked.
Insert module
• List(s): Regions L2
• Include Versions
• Remove Time
• Add/Format Line Item(s): Per Module Information Chart (Above)
o PY Sales
o Parent
o Region Percent
Page 26
o Projected Goal
Activity Check
If you have your formulas right Region Goal Set should look something like this:
Note if your numbers are different; ensure Percent Growth is set to 8% in Company
Goal Set.
Page 27
Region Goal Set Formulas 2 of 2
Overview
This section focuses on the remaining formulas of the Region Goal Set module. Use
the Module Information Chart from the previous section to complete these formulas.
• Take Out
• To Be Allocated
• Allocate?
• Allocation Child
• Allocation
• Final Goal
o Take Out
o To Be Allocated
o Allocate?
o Allocation Child
o Allocation
o Final Goal
Page 28
Activity check
• In Grid View: Select Hold for US East. Select Override for US South and
enter 10,000,000 for the value.
• Look at the final goal column, do you see the following?
o US East ≈ $23,595,106
o US South = $10,000,000
o US Central ≈ 13,890,208
o US West ≈ $18,812,767
• The final view should look something like this:
The next module will structurally be very similar to this one. From Blueprint View,
you can export the Region Goal Set module and copy/paste from the Excel
spreadsheet into the Line Items and Blueprint View.
Page 29
Sub-region Goal Set
Overview
The Sub-region Goal Set module will allow the same flexibility for Holds and
Overrides as you created in Region Goal Set. Though similar, some formulas in this
module need to be modified to calculate data at the region level rather than geo.
Create the Sub-region Goal Set module using the parameters below.
Insert module
• Versions
• Remove Time
• List(s): Sub-regions L3 (in Columns)
• Line Items: See Below (Note: If you exported the Region Goal Set blueprint,
you can select the Line Items to paste them in, simply changing Region
Percent to Sub-region Percent)
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Hold? Boolean No formula - checkmark to Hold Projected
Goal number. n/a
Save time by pasting in the Format column from the Region Goal Set module.
Additional formulas
Page 31
Activity check
• In Grid View:
o Select Hold for Atlantic Coast
o Select Override for Southeast and enter 2,500,000
• Does Texas ≈ $3,597,812?
• Does the Sub-region Goal Set module look like this:
Page 32
Conditional Formatting
Overview
Conditional formatting allows you to add color to a cell based on a value. If we
combine this with an indicator Line Item that returns a numeric value we can use it to
quickly highlight Holds (red) and Overrides (blue) in our Region Goal Set module.
Both the Region Goal Set module and the Sub-region Goal Set module need
conditional formatting. The section video walks through the process with the Region
module, feel free to follow along with it. Once Region is complete repeat the process
for the Sub-region module.
• Repeat the same steps for the Sub-region Goal Set module.
You must save your view in order for the Conditional Formatting rules to save.
Activity check
Review both modules and ensure the Holds are red, the Overrides are blue, and
the totals are not colored at all.
Page 33
Geo Goal Setting Dashboard
Overview
Now that we have the majority of our modules it is time to publish some of these
pieces to a dashboard. The dashboard will allow end users to interact with the data
by adjusting some of the top down goals.
• Save often
• Choose a Global Default Grid Style
• Include Action buttons to make navigation easier
• Hide unnecessary columns and rows
• Keep dashboards short
• Download the App: Dashboard Creation Guidelines for more layout ideas
Page 34
Activity #12 – Geo Goal Setting Dashboard
Overview
The Geo Goal Set Dashboard allows managers to plan at four levels: Company,
Geo, Region and Sub-region. It will feature grids from the goal-setting modules as
well as charts and dashboard navigation buttons.
Add text
1. Open the dashboard: Goal Setting > Select the Dashboard Menu >
Dashboard Designer
a. Add the title text: Geo Goal Setting
b. Change the Style to Heading 1
2. Repeat to add the additional text:
a. Plan your forecast at the Company, Region and Manager level using
the three grids below.
b. Update high-level growth percent in Company Goal to bring through
the model.
c. Enter holds and overrides by Region as necessary.
d. Enter holds and overrides by Manager as necessary.
3. Rearrange the dashboard to match the image below
4. Save the dashboard
Add grids
Page 35
Add the Geo Goal Set Projected Goal chart
Activity check
• Add pie charts that break out each of the Region’s final goals
• Add the Sub-region Goal Set grid
• Save changes
Activity check
The bottom half of the dashboard should look something like this:
Page 36
• In Company Goal Set > Change the Company Percent Growth to 11%
o Ensure the Region Goal Set grid/chart and Sub-region Goal Set grid
update
• In Region Goal Set
o Check Override for the US West? and enter Override = $17,000,000
o Ensure that the pie charts update
Page 37
Assumption (Bottom-Up) Modules
Overview
The four assumption modules primarily function as drivers for other modules. These
modules need to be built and populated so the remaining modules work correctly.
The purpose of this assumptions module is to allow over assigning quotas at each
level in the hierarchy in order to improve chances of expected targets being reached.
Insert Module
• Versions
• Remove Time
• Line Items: See Below
Page 38
Activity #14 - Ramping Profile
Overview
This assumptions module brings in quota percentages by month to the Sales Rep
ramping profiles. The idea being that a tenured Rep is more effective than a brand
new Rep. The module contains 18 months to fully ramp across three scenarios.
File needed
Insert Module
• Remove Versions
• Remove Time
• Lists:
o Ramping Periods
o Ramping Scenarios
• Line Items: See Below
Arrange
Import
You’ll use a column, the column headers and a fixed line item. Don’t forget to click
through all the tabs along the top of the wizard before clicking Run Import.
Conditional formatting
• Create a new Conditional Formatting rule using a 2 color, White > Green
scale to make your module look like the example above
• Remember to save your view
The purpose of this module is to factor in the Rep’s Role to determine their expected
quota. Data to populate the module is imported from a CSV file and is referenced in
other modules.
File needed
Role Goals.csv
Insert Module
• Remove Time
• Lists:
o Roles
o Geos L1
• Line Items: See Below
Page 40
Module Information Chart
Import
• Use the Role Goals.csv to import Quota Goals into the Forecast version
• Follow the Mapping Wizard
You’ll use a column, the column headers, a fixed version and a fixed line item. Don’t
forget to click through all the tabs along the top of the wizard before clicking Run
Import.
Insert Module
• Versions
• Remove Time
• Line Items: See Below
Page 41
• Format to List: Ramping Scenarios
• Remember to save your view
Enter Data
Page 42
Quota Setting Modules
Overview
The Rep and Sub-region Quota modules reference and pull information from a
number of different areas. The video contains a complete overview of these
connections.
With the assumptions modules created, this module is the first of two quota-planning
modules that pulls data from those modules. These help the module identify the
rep’s quota details such as how much quota the rep is responsible for along with
ramping details, start date, end date, and Geo. Once complete these items roll up to
the Sub-region Quota module.
Starting from the bottom, the Rep Quota module is created with a subsequent Sub-
region Quota module that rolls up the Rep level data. This is one of the first modules
in the model to include Time as a dimension.
Insert Module
• Versions
• Time
• List: Reps L4
• Line Items: See Below
Page 43
Module Information Chart
SUMMARY
LINE ITEMS FORMAT FORMULA OVERVIEW FORMULAS
SETTINGS
Region List: Geo L1 None Determine which Region the Rep Hint: How did you find the parent
is from. information before? How many levels
will you have to reference to get from
Rep to Region?
Role List: Roles None Determine the Rep’s Role. Hint: Reference the module where rep
information is store.
Goal Number Sum If the rep is active, use Region IF Active? THEN ROLE GOALS.Quota
and Role to calculate the Rep’s Goal[LOOKUP: Region, LOOKUP: Role] /
goal. 12 ELSE 0
Active? Boolean None Checked if Rep is an employee in Rep Setup.Start Date <= END() AND (Rep
the listed month. Setup.End Date >= START() OR
ISBLANK(Rep Setup.End Date)).
Headcount Number Sum, If the rep has a quota, count Hint: Think about other conditional
Time: them as 1 active headcount formulas you’ve used
Closing
Balance
Tenure Number Sum, How long Active Rep has been IF NOT Active? THEN 0 ELSE IF
Time: employed? Formula evaluates YEAR(START()) - YEAR(REP
Closing Rep Start Date to determine SETUP.Start Date) = 0 THEN
Balance how many moths they have MONTH(START()) - MONTH(REP
been employed. Needed to SETUP.Start Date)
determine if ramp profile is + 1 ELSE 12 - MONTH(REP SETUP.Start
applied. Date) + (YEAR(START()) - YEAR(REP
SETUP.Start Date)) * 12
- (12 - MONTH(START())) + 1
Text Tenure Text None Convert Tenure number to text TEXT(Tenure)
so that it can be used to look
up information in the Ramping
Profile module)
Ramp Period* List: None Check if a Rep is active, if Rep’s IF Active? THEN IF Tenure > 18 THEN
Ramping tenure is greater than 18 Ramping Periods.'18' ELSE
Periods months; use the value of 18 in FINDITEM(Ramping Periods, Text
the list. If not, find the item on Tenure) ELSE BLANK
the ramping period list and
find the text tenure, if not
active leave blank.
Ramp Number Sum, Use LOOKUP to find the RAMPING PROFILE.Ramp
Time: percentage value on the Percent[LOOKUP: Ramp Period, LOOKUP:
Closing Ramping Profile table for the SCENARIO SELECTION.Ramp]
Balance Ramp Period and the Scenario
Selected.
Ramp Status Number Sum, How many Reps are there with Headcount * Ramp
Time: ramp considered?
Closing
Balance
Quota Number Sum Use yearly goal and ramp to Hint: Use a basic operation to find the
get monthly quota. quota
Page 44
*Note:
If the Ramp Period formula returns 0 values for everyone, the Switchover needs to
be adjusted. Go to Settings, Versions. Click into the Switchover box, press Delete
and Enter on your keyboard. Once the formula is re-entered it will display the correct
results.
Activity Check
Page 45
Sub-region Quota
This module uses the Rep Quota details to roll-up into Sub-regions. It will use the
previously configured assumptions and the quota details to calculate the team’s
quota (capacity) and compare it to the tops-down goal.
Insert Module
• Versions
• Time
• List: Sub-regions L3
• Line Items: See Below
SUMMARY
LINE ITEMS FORMAT FORMULA OVERVIEW FORMULAS
SETTINGS
Rep Quota Number Sum Link to quota data at Rep level. Hint: What module/line item stores Rep
Rollup This is the current capacity of quotas and takes their ramp status into
sales reps accounting for their consideration?
ramp status.
Sub-region Number Sum Calculation of total Rep quotas Rep Quota Rollup * (1 + 'Over-
Quota with over-assignments. Assign'.'Sub-region')
(Style:
Summary 1)
Sub-region Number Sum Link to Final Goal in Sub-region Hint: Don’t forget to divide this out
Goal Goal Set module. This is the monthly
tops-down goal number.
Variance to Number Sum Difference between Sub- Hint: You don’t even have to leave the
Goal region’s quota and goal. module for this one!
Page 46
Variance % Number: Formula Variance converted to Variance to Goal / ‘Sub-region Goal’
(Style: Percent, 2 percentage.
Summary 1) decimals
Headcount Number Sum, This is the current number of Hint: Where is our headcount stored?
Time: employees on each sub-region
Closing team.
Balance
Ramp Status Number Sum, This shows the number of Hint: Where is our Ramp status sotred?
Time: employees accounting for
Closing their ramp status percentage.
Balance
Activity check
Page 47
Page 48
Dependent Dropdowns
Overview
In a last minute request, the company has asked that the sales rep roles be filtered
by Geo. Roles will either be categorized as NOAM, EMEA, or APJ.
Activity Check
You may notice that some reps are assigned roles that are no longer valid. Anaplan
will hold these values until a new value is selected. However, as with many late-state
changes and requests, an audit of Rep Roles may be required to ensure that these
are aligned. For our purposes, we’ll leave the data as is.
Page 50
Capacity Dashboard Part 1 of 3
Overview
To allow managers to plan headcount to meet the top-Down goals, we create a
dashboard called the Capacity Analysis Dashboard. The dashboard allows
managers to quickly view their region’s quota capacity vs goal, as well as plan for
hiring and promoting headcount in order to meet their goals.
No Activity
Page 51
Capacity Dashboard Part 2 of 3
Overview
In this section we tackle the top half of the Capacity Dashboard. The video primarily
reviews new items, if there are steps you are unsure about review the Geo Goal
Setting Dashboard video, check Anapedia or visit the forums.
Create Dashboard
• Settings > Actions > New Action > Open Dashboard (repeat for each button)
• Settings > Actions > Select Geo Goal Setting button > View > Publish to
Dashboard
• Settings > Actions > New Action > Open Dashboard
o Open Dashboard > Text: Capacity Analysis > Select: Capacity
Analysis Dashboard
o Add the new action button to the Geo Goal Setting dashboard as well
• View menu > Publish to Profile Setup Dashboard
Add Text
Page 52
Add the module grids
• Open Sub-region Quota module > Show monthly and hide the quarter and FY
totals
• Select two line items: Sub-region Quota, Sub-region Goal
o Chart: Line Chart
o Publish to Capacity Analysis dashboard
• Arrange the dashboard
• Save your changes
Activity Check
• Select a few different sub-regions using the page selector and verify that the
chart and quota numbers change
o End with Northeast selected
• Change the Scenario Selection to the other settings and verify that the chart
and quota numbers change
o End with Base selected
Page 53
Capacity Dashboard Part 3 of 3
Overview
In this section we tackle the lower half of the Capacity Dashboard. The video
primarily reviews new items, if there are steps you are unsure about review the Geo
Goal Setting Dashboard video, check Anapedia or visit the forums.
Add text
Page 54
Set Selection Options
Activity Check
• Verify:
o Northeast quota exceeds goal in July 2015
o Jane Mitchell’s quota is 10,000 in Q2 FY15
Page 55
Functional Areas
Create 4 Functional Areas and organize your modules and dashboards into groups
on the Navigation tab. Assign each module and dashboard as listed below.
Activity Check
Page 56
User Access and Roles
User Roles are utilized to assign access within a model. In this training we will
only create a manager role but the principles are the same for other roles as
well.
As we wrap things up, it’s time to create a new user role that gives specific
access to Managers. Since Managers aren’t model builders, the primary tool
they want access to is the Capacity Analysis dashboard. In this activity you will
create a Manager roll and set it to:
Page 57
Helpful Hint – Specific Permissions
When using selective access each user must be specifically permissioned. However
you are the only user of this module, so this step is skipped in the exercise. Instead
it is demonstrated in the on-demand video or by your instructor.
Activity Check
Page 58
Breakback, Hold and Bulk Copy
Overview
Breakback is a feature that’s similar to “goal-seek” in spreadsheets - where you type
in a total and all the items that make up the total are updated pro-rata to match the
new goal. With Anaplan’s Breakback functionality you also have the flexibility of
holding selected numbers so they are not impacted by the goal you’re setting.
This built-in feature is similar to what we’ve built in our model, though not quite as
flexible.
The purpose of this activity is to provide you with some practice of the Breakback
feature.
Turn on Breakback
Hold
Activity Check
Data reset
Many of the modules in your model receive data from the PY Sales module. All the
numbers you are adjusting in this module are impacting the numbers in the linked
modules. For this reason:
• Ensure no Holds are in effect
• Open the PY Sales module.
• Import the sales data from 2015 PY Sales History.CSV
In our model-build we’ve been looking at the Forecast version. If you switch to the
Actual version, you’ll notice it has the same formulas as Forecast, but the results
display zero.
When you want to copy data from one version to another, the Bulk Copy command
in Versions allows you to do this. After you choose this command, you simply
choose what to copy from and where to copy to. This could be from one Version (like
Forecast) to another (like Revised Forecast). You can also copy from one source
member of a List or Roll-up to another member in the same List. For example, from
one Region to another, or from one Sales Rep to another.
Activity Check
• Open Rep Quota module and switch to the Revised Forecast version, Total
Company to view the copied data. Does it look like the image below?
Page 60
Page 61
Summary
Congratulations!
You have completed your model, thank you for participating in the training. Anaplan
offers a wide range of support options to continue your progress as an advanced
Anaplanner. Stay connected!
The Intermediate exam contains questions around some of the concepts you have
learned as well as verification of items out of the model you built. You will be
entering different items such as data numbers and formulas from your model into the
exam so have the model open when you start.
Since you may have added or changed a few items in the model. You need to reload
data and make changes to settings to revert it to it’s original form. During this step
you are welcome to use any of your resources such as Anapedia or the forums.
Once the exam is submitted you will receive an immediate score. Non-passing
scores may go back and redo the exam. If you receive a second non-passing score
you will need to set up some time with an Enablement Consultant to find where the
issue is at.
As we’ve worked through the class it’s possible some of the data has been changed
along the way as you explored how the model works. Follow the steps in this section
to bring everything back in line with “standard” to help the grading process. If at any
point you do not remember the data import process for the different elements review
the relevant Exercise Guide or on-demand sections.
Import the prior year sales data back into the PY Sales module using the
2015 PY Sales History.csv file.
In Company Goal Set make the Percent Growth 8%.
Remove all Holds and Overrides (and override values) from Region Goal
Set.
Remove all Holds and Overrides (and override values) from Sub-region Goal
Set.
Set the Scenario Selection to Base.
If you’ve added any new hires delete their start dates.
Exam Names
The exam will use these names and spellings when asking about formulas, and
references, if the names in your module differ, default to these:
Lists
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Geos L1 Roles
Regions L2 Ramping Periods
Sub-regions L3 Ramping Scenarios
Reps L4
Modules
Company Goal Set Sub-region Goal Set
Geo Goal Set Rep Quota
Region Goal Set Over-Assign
Sub-region Goal Set Ramping Profile
PY Sales Role Goals
Rep Setup Scenario Selection
Resources
ANAPLAN COMMUNITY:
https://community.anaplan.com
LIVE CHAT:
From Model: Help > Chat to a support person now
PHONE:
USA: +1 (415) 742-8199
EMAIL:
support@anaplan.com
CALCULATION FUNCTIONS:
https://community.anaplan.com/anapedia/calculation-functions
Feedback
At the end of the training you have the option to participate in a five minute
evaluation. We’d like to ask that you do, it will help make this course and all of our
courses better in the future.
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The global enablement team welcomes your feedback and suggestions at any time.
We’re here to make Anaplan work for you, so please stay in touch –
enablement@anaplan.com
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