Efficient Anaplan Financial Management and Analysis Guide
Learn how to utilize Anaplan for financial management tasks such as budget development, reconciliation, data exporting to Excel, fund filtering, and more with step-by-step instructions and visuals.
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Presentation Transcript
Anaplan Basic Functions 1 Contents 2 Landing page 3 Exporting to Excel 4 Fund filter 5 Expense filter 6 Search for data 7 Use of filters/refreshing data 8 Budget Landing Page 9 Budget Development 10 Budget Reconciliation 1
Dashboards Learn to use these for your financial management and analysis Budget Development For the annual budget development cycle 2
To export data to Excel From any dashboard select this icon select DATA select EXPORT hit RUN EXPORT 3
Use of the Fund filter Select Unrestricted Operating for the 1100 Fund rollups (primary operating budgets) Select Other Funds if you would like to limit the report to other funds such as endowments and gift funds. 4
Use of the Expense filter Select Expenses to exclude the capital account lines from the report Select Capital Expenditures if you would like to limit the report to capital. 5
To search for data You may have to hover over this area to reveal icon 6
2) Refresh To update data after filter changes 1) Use filters These allow you to create helpful views 7
Key non-labor expense budgets Track overall budget total and progress Key salary budgets 8
1) Select Org-Fund to work Note current year budget and actuals for reference 2) Key changes Note Blue $0 allows data entry key $ change to current amount 9
Development Expense Budget; Are you within your assigned target? Current period Total Budget 10
