Get an overview of setup and management of data imports and exports, diagnostics, Anaplan XML Forms, journal entries, and reports, security, logs, and workflow processes.
Anaplan Financial Consolidation system configuration includes data imports and exports, security management, and workflow processes. Whether you are configuring automated data pipelines or customizing homepages for different user roles, this guide aims to serve as a valuable resource to help you navigate and optimize your system configuration tasks.
- Data Imports and Exports: This section provides an overview of the procedures and best practices for transferring data in and out of the system. It includes detailed instructions on setting up automated data pipelines, as well as guidelines for performing manual data imports and exports.
- Diagnostics: These reports can help you find and fix problems with data from journals and models that aren't referenced.
- Homepages: Homepages can be customized with important information, interactive graphics, and links, tailored to each user. Panels show content, such as workflow status, images, and reports. Homepages are assigned to roles and users to display relevant content.
- Journal Entries: Configuration for Journal entries are used to create, post, and report on manual journal entries. Initial setup configures which dimensions appear, sets defaults, and defines filter criteria.
- Report Books: Combine multiple reports into a single package and distribute via Explorer, email, or Slack.
- Metadata Manager: Perform various maintenance activities related to Dimension and Hierarchy maintenance, as well as set security for these items.
- Logs and audit trail: View activities related to data imports, source-to-target mappings, and metadata maintenance.
- Security Administration: Manage users, roles, and role authorizations and review and export security reports.
- Workflow: These processes are one of the primary methods that can be used to interact with the Anaplan Consolidation Application.
