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  1. Anaplan Financial Consolidation & Reporting

Anaplan Financial Consolidation & Reporting

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Consolidation implementation

Consolidation implementation

Configure consolidation calculations, and understand the consolidation process

System configuration

System configuration

Set up data imports and exports, diagnostics, Anaplan XML Forms, journal entries, reports, security, logs, and workflow processes

Anaplan Financial Consolidation API

Anaplan Financial Consolidation API

Use the Anaplan Financial Consolidation API to control workflows, manage security, retrieve, insert, update, and delete financial data and metadata with external process automations.

Introduction

  • Introduction to Financial Consolidation and Reporting
  • Financial Consolidation Portal
  • Overview of Explorer module
  • Overview of diagnostics

Consolidation

  • Consolidation maintenance
  • Journals module
  • Consolidation input forms and reports
  • Conversion implementation

System Configuration

  • Overview of Models module
  • Introduction to security administration
  • Workflow processes in Financial Consolidation
  • Introduction to data imports and exports

Transaction Matching

  • Matching navigation
  • Matching functions overview
  • Reconciliation support
  • Matching implementation
  • Transaction Matching reports

Anaplan Financial Consolidation API

  • Financial Consolidation API authentication
  • OData endpoint
  • Metadata endpoints
  • Workflow endpoints
  • User management endpoints

Anaplan XL Reporting

  • Introduction to Anaplan XL Reporting 
  • Analytics and reports 
  • Charts and dashboards 
  • Supported Excel formulas
  • Install and configure Anaplan XL Reporting
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