20230723 Anaplan user guide_vShare_vENG.pptx

23 July 2023
Anaplan user
guide

PLN Risk App
User Guide
July 2023

Objectives
3
The purpose of this user guide is to provide detailed instructions and information on how to effectively and efficiently navigate the PLN
Anaplan Risk App. The user guide contains sections to allow the user to achieve the follwing objectives
• Orientation: Help users familiarize with the app and its functionality. This guide provides an overview of how to use navigate and
use Anaplan apps.
• Instructions: Step-by-step instructions on how to use the dashboards, and how to setup the model. Every page in the App is
covered in this guide
• Troubleshooting: Common troubleshooting and tasks are available at the end of this guide
• Reference Material: This guide is intended to serve as reference material for model builders/end users to interact with and
maintain the Anaplan app.
Discovery
Sessions
Requiremen
t Playback
Development
Solution
Walkthroug
h
Training
User
Acceptance
Testing
Go-Live

Contents
1. Anaplan Login and Navigation
2. UX: Navigation Pages
3. UX: Reporting Pages
4. Administrative Setup
5. Input - Straterix Upload
6. Input – Assumptions
7. Input – Baseline Setup
8. Input – Scenario Setup
9. Input – Mitigation Setup
10.Model Structure
11.Common Tasks
4

Anaplan Login & App
Navigation

Logging into Anaplan
1. Go to https://www.anaplan.com/
2. Click on ‘Login’.
3. Type your Email address and Password.
4. Click on ‘Continue’.
3
4
2
1
6

Home Screen
Workspac
e Name
Search
Button
App Tile
Home
Menu
Click to return to Home Screen
Click on PLN Risk Forecasting to
access App
Click to search
for specific
apps or pages
7

Anatomy of an App
1. In an app, there are Pages 2. In each Page, there are cards that are filled with Charts, Grids/Tables,
Text and Action Buttons
App
Name
Pages App content list
Page
Card
Page
Card
8

App Home Page
App
Menu
Page
Category
Page
Name
Page
Category
Click to navigate to a specific App
Click on a Page Category to jump to the Category
Click on page name to access page
9

Page Navigation - Controls
Click to return to
prior page
Page Name
Page
Inputs
Back Arrow
Update Button
The update button is
available on paged with
multiple selectors.
Please use the button to
ensure all charts are
updated once selectors are
populated
Context selectors on top right of
page are universal time settings
that apply to all elements on the
page
Page inputs are
editable fields
that allow the
user to control
the information
displayed on the
page
Context Selector
Instructions
Instructions are
available on all
pages

Select the ellipses to see export options.
All chart views are available for export as
PNG, SVG or JPEG format
Page Navigation - Exports
Select the ellipses to see export options. All grid view (tables) area
available for export as text, CSV, XLS or PDF. Additional filter and
pivot options are also available for users own view (personal filtering)
Options
Menu "..."
Options
Menu "..."

To navigate to any Page in the App
Page
Menu
Page
Name
Page
Section
12
1. Click on Page Menu
2. Click on Page Section
3. Click on Page Name

Management View: Management Landing Page
2
1 3
4
There are 2 navigation pages – the first page
Is the Dashboard Navigation which allows the
users to see the various Reporting
Dashboards
1. Management Overview – these 3
pages contain the management
summary dashboards
2. Analyst Summary – these 3 pages
contain the more details which risk
team analysts can use to understand
the outputs
3. Analyst Deep Dive – these 5 pages
are the most detailed pages which
drilldown into actual P&Ls and full
dataset
4. Setup Navigation takes you to the
dashboard for model setup and is
primarily intended only for model
builders
Dashboard: 00 Navigation/ 01 Dashboard Navigation

Management View: Model Setup Landing Page
2
1 3
There are 2 navigation pages – the first page
Is the Dashboard Navigation which allows the
users to see the various Reporting
Dashboards
1. Administrative – these 2 pages are
used to setup the model mapping and
constants and maintainance of
forecast versions
2. Baseline Setup – these 6 pages care
used to setup the Baseline P&L
Assumptions (without drivers)
3. Scenario & Mitigation – These 3
pages guide you to the landing pages
for setup of Baseline Scenario,
Modeled Scenario and Mitigations
4. Dashboard Navigation takes you to
the dashboard for reporting navigation
Dashboard: 00 Navigation / 02. Model Setup Navigation
4

Management View: Management Landing Page
2
1
3
5
The Management Landing Page displays I)
Risk spread for selected KPI based on
time period and ii) 2 year forecasted P&L
1. Select time context in the top right
corner of the page
2. Enter page inputs:
i. Use the dropdown to select
values for denominator (Mns, Tns)
and KPI
ii. Input a value for rounding of data.
2 = 2 decimal place
3. Click Update Charts button to ensure all
data is synced
4. Click View Full P&L to see detailed
monthly P&L
5. Navigate to other pages
4
Dashboard: 01. Management Reporting / 01 Management Landing Page

Management View: Mitigation Summary
2
1
5
The Mitigation Summary page allows you to
compare scenarios (incl baseline scenario)
against their mitigated versions. Mitigations
are defined in a separate setup page which
is also linked to this view
corner of the page
2. Enter page inputs
3. Select mitigation
4. Edit chart settings (if required)
5. Click Update Charts button to ensure
all data is synced
6. Navigate to other pages (incl mitigation
setup page where you can add new
mitigations/edit existing mitigations)
Dashboard: 01 Management Reporting / 03 Mitigation Summary
3 4
6

Management View: Driver Attribution
2
1
3
The Driver Attribution page displays the
value at risk for selected KPI, as contributed
by each driver independently
corner of the page
2. Enter page inputs:
i. Use the dropdown to
select forecast version and
values for denominator (Mns,
Tns)
ii. Input a value for rounding of data.
2 = 2 decimal place
Dashboard: 01. Management Reporting / 02 Driver Attribution

Analyst Summary: Driver Impact Assessment
The Driver Impact Assessment page
provides a view of the isolated impact of risk
drivers on spread of outcomes for key KPIs
corner of the page
2. Enter page inputs
3. View the spread of KPI values for each
isolated risk driver impact
all data is synced
5. Select a specific Isolated Driver
Impact to drill deeper
6. View the spread of values as well as a
snapshot P&L generated for the
selected Isolated Driver Impact
Dashboard: 02 Analyst Summary / 01 Risk Driver Impact Assessment
2
1
3
5
4
6
7

Analyst Summary: Scenario Summary
The Scenario Summary page provides a
review and comparison of scenarios and
their impact on key KPIs
corner of the page
2. Choose 2 scenarios to compare
3. Enter page inputs, choose a KPI to
compare for both scenarios
4. Enter chart inputs
1. Rounding: KPI rounding (2 = 2dp)
2. Threshold: Threshold to filter
acceptable outcomes in
scatterplot
all data is synced
Dashboard: 02 Analyst Summary / 02. Scenario Summary
2
1
3
5
4
6

Analyst Summary: Scenario Analysis
The Scenario Analysis Page provides an in-
depth review of a selected scenario with all
path P&L and market risk value view
corner of the page
2. Choose 2 scenarios to compare
3. Enter page inputs, choose a KPI to
compare for both scenarios
2. Threshold: Threshold to filter
acceptable outcomes in
scatterplot
5. Click Update Charts button to
ensure all data is synced
Dashboard: 02 Analyst Summary / 03. Scenario Analysis
2
1
3
5
4
6

Analyst Deep Dive: Driver Summary
The Driver Summary page provides a view
of the spread of selected market driver
values and monthly values of significant
paths
corner of the page
2. Select Market Driver
3. Select time period (If Year is selected,
quarters will not be visible. To select
quarters please first delete year input by
pressing the "x" in the year input box)
Dashboard: 03 Analyst Deep Dive / 03 Driver Risk Spread Summary
1
2 3 4 5
6

Analyst Deep Dive: Driver Spread All Paths
The Driver Summary page provides a view
of the spread of selected market driver
values and monthly values of significant
paths
corner of the page
2. Select Market Driver
3. Select time period (If Year is selected,
quarters will not be visible. To select
quarters please first delete year input by
pressing the "x" in the year input box)
5. Click the Update Charts button. Given
the large filtering on this dashboard
please make sure to press this button to
confirm changes are active
Dashboard: 03 Analyst Deep Dive / 01a Driver Risk Spread - All Outcomes
1
2 3
5
4

Analyst Deep Dive: Forecast Comparison
The Forecast Comparison page provides a
comparison of P&L and market driver values
for baseline scenario between current vs
previous version
corner of the page
2. Select Current and Previous forecast
period
3. Select KPI to base percentile values
5. View P&L Values
6. View Market Driver Values
Dashboard: 03 Analyst Deep Dive / 02 Forecast Comparison
1
2 3
6
4
5

Analyst Deep Dive: Full Dynamic P&L
The Fully Dynamic P&L allows the user to
see a full P&L for every scenario, mitigation
and risk path. This forms the core of the
model
1. Select values for all selectors on the top
right
I. Path: Select specific path
number to view
II. Select Specific Scenario
III. Select Mn/Tn denominator
IV. Select Forecast Version
V. Select Time (Q/Y)
Dashboard: 03 Analyst Deep Dive / 03 Full Dynamic P&L
1

Analyst Reporting: Scenario Reporting
This reporting page provides a scenario
comparison against target and risk posture
1. Select time context in the top
right corner of the page
2. Enter page inputs (Forecast,
Denominator, KPI for analysis and
Rounding)
3. Select two scenarios to compare
4. Click the "Target Value" link to
navigate to baseline target setting page
if you wish to edit targets. Please note
this will impact the values for all users
5. Click Update Charts button
to ensure all data is synced
6. View comparison charts of spread of
KPI values across two scenarios
7. View comparison of KPI median in
scenario to target
Dashboard: 04 Reporting / 01 Scenario Reporting 1
2 3 4 5
7
6

Analyst Reporting: Risk Driver Reporting
This reporting page provides a scenario
comparison against target and risk posture
1. Select time context in the top
right corner of the page
2. Select Driver to view
3. Select decimal rounding
4. Click Update Charts button
to ensure all data is synced
5. Click the "Target Value" link to navigate
to baseline target setting page if you
wish to edit targets. Please note this will
impact the values for all users
6. View spread of risk driver values and
comparison to risk posture
7. View impact of risk driver on KPI
performance for median and worst case
outcomes
Dashboard: 04 Reporting / 02 Risk Driver Reporting
1
2 3 4
5
6
7

Activity # 5.1 System Setup
Dashboard: 05. Administative / 01. System Setup
Inputs on this page will be used as
mappings and multipliers for all calculations
in the model, for all forecast, scenario and
mitigation version.
2
1
3
30
Update system constants:
1. Input data in “Service Type Properties”
card.
2. Input data in “Currency to Exchange
Rate Mapping” card.
3. Input data in “Voltage Type Properties”
card.

Activity # 5.1 System Setup
Dashboard: 05. Administative / 01. System Setup
Update system constants:
4. Input data in “Unit Conversion” card.
Input data in “Fuel & Constants” card.
Input data in “P&L Constants ” card.
5. Input data in “Demand Constants”
card.
6. Input data in “Subsidy & Compensation
Constants” card.
5
4 6
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7
8
Inputs on this page will be used as
mappings and multipliers for all calculations
in the model, for all forecast, scenario and
mitigation version.

Activity #5.2 Forecast Version Maintenance
Dashboard: 05. Administative / 02. Forecast Version
This page allows you to view existing
forecast versions and add new forecast
versions
2
1
3
32
Review existing forecast versions:
1. Review information about existing
forecast versions.
Add new forecast versions
2. Input forecast frequency
3. Review forecast version to be deleted
and created.
4. Click “Create New Forecast Version”.
5. Review new forecast version created.
4
Note: Forecast frequency determines next
forecast version created
1 = latest quarter + 1 (quarterly)
2 = latest quarter + 2 (half yearly)
4 = latest quarter + 4 (yearly)

Activity #5.3 Actuals
Dashboard: 05. Administative / 03. Actuals
versions
2
1
3
33
Input Actuals:
1. Click “Upload Actuals” button.
2. Select PL BS template file.
3. Click “Import”.
4. Review historical data in “PL & BS”
card.
5. Input historical market drivers in
“Market Drivers” card.
6. Input historical consumption in
“Consumption card.
.
4
5
6

Activity # 6.1 Straterix Upload
Dashboard: 06. Straterix Upload / 06. Straterix Upload
Inputs on this page will be used in
calculations for the respective forecast
version selected.
2
1
3
35
Upload Straterix Cube:
1. Select forecast version.
2. Click “Upload Straterix Cube” button.
3. Select straterix cube template file.
4. Select forecast version to be uploaded
into.
5. Click “Import” button.
6. Review Straterix data uploaded.
4
5
6

Activity # 7.1 Input P&L Baseline Assumptions
Dashboard: 07. Assumptions / 01. P&L Baseline Assumptions
Inputs on this page will be used in calculations
for the respective forecast version selected.
2
1
3
37
Input baseline assumptions:
1. Select forecast version and year.
2. Upload pl/bs based on template provided.
3. Input source of file and date uploaded.
4. Review PL/BS uploaded in “P&L” table.
4

version selected.
7
6
38
Input baseline assumptions :
6. Input source of PL assumptions and
date uploaded.
7. Input PL assumptions in “P&L
Assumption” table.

9
8
39
8. Input source of Allowable Cost & Cost
Allocation assumptions and date
uploaded.
9. Input PL assumptions in “Allowable Cost &
Cost Allocation” table.

version selected.
1
1
1
0
40
10. Input source of Market Risk Drivers
assumptions and date uploaded.
11. Input PL assumptions in “Market Risk
Drivers” table.

Activity #7.2 Input Baseline Demand Assumptions
Dashboard: 7. Assumptions / 02. Demand Assumptions
version selected.
2
1
3
41
Upload Baseline Demand Consumption:
2. Click on “Upload Consumption” button.
3. Select consumption template file.
4. Select forecast version to upload into.
6. Review uploaded data in.
“Consumption per Voltage” table
7. Update file source.
4
6
7
5

Activity #7.2 Input Baseline Demand Assumptions
Dashboard: 7. Assumptions / 02. Demand Assumptions
version selected.
8
9
42
Upload Baseline Demand Tariff:
8. Click on “Upload Tariff” button.
9. Select tariff template file.
10. Select forecast version to upload into
12. Review uploaded data in “Tariff per
Voltage” table.
1
0
1
2
1
3
1
1

Activity # 7.3 Input Baseline Additional Demand Assumptions
Dashboard: 07. Assumptions / 03. Baseline Additional Demand Contracts
version selected.
2
1
3
43
Upload Additional Demand Contracts:
2. Click on “Upload Additional Demand”
button.
3. Select Additional Demand template file
4. Select forecast version to be uploaded
into.
5. Click “Run process” button
6. Input additional demand contract
source.
4
5

44
Note
An error message will occur as the action
is currently auto mapping the time period
for voltage per month. If the error message
in the downloaded csv file is the same as
screenshot, we can ignore this error
message.

45
Upload Additional Demand Contracts:
6. Input additional demand contract source.
7. Review contract details uploaded in
“Additional Demand Contracts.
8. Review contract voltage uploaded in
“Voltage per Contract” table.
6
7
8

Activity # 7.4 Input Baseline Energy Assumption
Dashboard: 07. Assumptions / 04. Energy Assumptions.
version selected.
2
1
3
46
Input Energy Assumptions:
2. Input fuel apportioned.
3. Input fuel price.

Activity # 7.4 Input Baseline Energy Assumption
Dashboard: 07. Assumptions / 04. Energy Assumptions
version selected.
4
5
47
Input Energy Assumptions:
4. Input volume of energy per unit of
energy.
5. Input energy production.

Activity # 7.5 Input Purchased Electricity Assumptions
Dashboard: 07. Assumptions / 05. Purchased Electricity Assumptions
version selected.
2
1
48
Input Purchased Electricity
Assumptions:
2. Input purchased electricity
assumptions in table.

Activity # 8.2 Input Baseline Business Drivers
Dashboard: 08. Baseline Setup / 02. Baseline Business Drivers
for the respective forecast version selected for
the baseline scenario. This inputs will be used
in all scenarios, unless modeled for in scenario
setup.
2
1
3
50
Input baseline drivers:
1. Select forecast version
2. Input demand driver values in “Demand
Driver” card.
3. Input revenue driver values in “Revenue
Driver” card.
4. Input cost driver values in “Cost Driver”
card.
5. Input P&L driver values in “P&L Driver”
card.
6. Input balance sheet driver values in
“Balance Sheet Driver” card.
4
6
5

Activity # 8.3 Input Baseline Demand Drivers
Dashboard: 08. Baseline Setup / 03. Baseline Demand Driver
setup.
2
1
3
51
ACTION:
1. Select forecast version and time period
2. Input demand drivers in “Demand
Drivers” card.
3. Review data inputted in “Summary of
Demand” card. This card takes
information from all demand drivers
inputted.

Activity # 8.4 Baseline Additional Demand Driver
Dashboard: 08. Baseline Setup / 04. Baseline Additional Demand Drivers
setup.
2
1
3
52
ACTION:
2. Input drivers in “Assumption by Service
Type” card.
Type & Contract Status” card.
Type (monthly)” card.
4

Activity # 8.4 Baseline Additional Demand Driver
Dashboard: 08. Baseline Setup / 04. Baseline Additional Demand Drivers
setup.
53
ACTION:
5. Review data inputted in “Summary of
Voltage by Service Type and Contract
Stage” card. This card takes information
from all additional demand drivers
inputted.
6. Click on the selector at the bottom left of
the card to toggle between different
calculations for additional demand.
5
6

Activity # 8.5 Input Baseline Fuel Availability Driver
Dashboard: 08. Baseline Setup / 05. Baseline Fuel Availability Driver
setup.
2
1
54
ACTION:
2. Input gas drivers.
3. Input coal drivers.
3

Activity # 8.6 Upload Debt List
Dashboard: 08. Baseline Setup / 06. Baseline Debt List
setup.
2
1
3
55
ACTION:
2. Click on “Upload Debt” button
3. Select debt template file.
4. Select forecast version and baseline
scenario to be uploaded into.
5. Run process.
4
5
6

Dashboard: 08. Baseline Setup / 06. Baseline Debt List
setup.
56
ACTION:
7. Review debt details in “Debt Details” card.
8. Review debt balance in “Debt Balance
Amount” card.
9. Review summary of debt balance in “Debt
Balance” card.
9
8
7

Activity # 9.1 Scenario Setup
Dashboard: 09 Scenario Setup / 01 Modeled Scenario Setup
Inputs on this page will be used to
setup new scenario and edit
existing scenarios. Edited drivers will
use new values. Drivers not modeled
will use original values from baseline
scenario
58
ACTION:
1. Select forecast version
2. Input Name for mitigation in “Mitigation
Naming” card.
3. Select Scenario to setup using either
the selector on the top right corner of
the page OR clicking the naming grid
directly
Note: Only after selecting if market driver is
applicable will user be able to select
Mitigation. Based on the selected
mitigation, either value or price floor and
ceiling will be editable.
1
3
2

Activity # 9.1 Scenario Setup
Inputs on this page will be used to
setup new scenario and
edit existing scenarios. Edited drivers
will use new values. Drivers not
modeled will use original values from
baseline scenario
4
5
59
ACTION:
4. Check off all non-market drivers that
you would like to setup for this
scenario
5. Click on cards with “Input values to
complete scenario setup” to bring you
to the relevant input pages for scenario
values.
Dashboard: 09 Scenario Setup / 01 Modeled Scenario Setup

Activity # 9.2 Input Scenario Business Drivers
Dashboard: 09. Scenario Setup/ 02. Scenario Business Drivers
Inputs on this page will used for calculation
of P&L values for Scenario. Baseline values
are available for comparison. Only drivers
checked in the setup page are
editable. Drivers not modeled will use
original values from baseline scenario
3
1
60
ACTION:
1. Select Scenario and Forecast version
to input values.
2. Review Baseline values in
“Baseline xxx Drivers” card.
3. Input driver values in “Scenario xxx
Drivers” card.
Note: Only applicable mitigations (selected in 09
Scenario Setup / 01 Modeled Scenario Setupare
editable.
2

Activity # 9.3 Input Scenario Demand Drivers
Dashboard: 09 Scenario Setup/ 03 Scenario Demand Drivers
3
1
61
ACTION:
1. Select Scenario, Forecast version and
year to input scenario values.
2. Review baseline scenario values in
“Baseline Demand Drivers” card.
3. Input driver values in “Scenario
Demand Drivers” card.
4. Review baseline summary in
“Baseline Summary of Demand” card.
5. Review scenario summary in
“Scenario Summary of Demand” card.
Note: Only applicable mitigations (selected in 09 Scenario
Setup / 01 Modeled Scenario Setupare editable.
2
4
5

Activity # 9.4 Input Scenario Additional Demand Driver
Dashboard: 09. Scenario Setup / 04. Scenario Additional Demand Drivers
3
1
62
ACTION:
to input scenario values.
2. Review Baseline inputs in “Basline xxx
Driver” cards on the left
Drivers” cards on the right
2

Activity # 9.5 Input Scenario Additional Demand Driver (Monthly)
Dashboard: 9. Mitigation Setup / 05. Scenario Additional Demand Drivers
3
1
63
ACTION:
to input scenario values.
2. Review baseline inputs in “Baseline
xxx Drivers” card.
Drivers” card.
2

Activity # 9.6 Input Scenario Fuel Availability Drivers
Dashboard: 9. Scenario Setup / 06. Scenario Fuel Availability
64
ACTION:
1. Select Scenario and Forecast version to
input scenario values.
2. Gas Availability: Review Baseline
inputs and enter corresponding
scenario inputs in “Baseline
xxx Drivers” and "Scenario xxx
Drivers" card.
3. Coal Availability: Review
Baseline inputs and enter
corresponding scenario inputs in
“Baseline xxx Drivers” and "Scenario
xxx Drivers" card.
2
4
1 Inputs on this page will used for calculation

Dashboard: 08. Scenario Setup / 06. Scenario Debt List
2
1
3
65
ACTION:
1. Select forecast version and scenario
4. Select forecast version and scenario to
be uploaded into.
5. Run process.
4
5

66
ACTION:
7. Review debt details in “Debt Details” card.
Amount” card.
9. Review summary of debt balance in “Debt
Balance” card.
9
8
7
Dashboard: 08. Scenario Setup / 06. Scenario Debt List
Inputs on this page will used for calculation of
P&L values for Scenario. Baseline values are
available for comparison. Only drivers checked
in the setup page are editable. Drivers
not modeled will use original values
from baseline scenario

Activity # 10.1 Mitigation Setup
Dashboard: 10. Mitigation Setup / 01. Mitigation Setup
for the respective mitigation version. For
market/non-market drivers that are not
applicable, they will reference to the respective
scenario, no mitigation inputs.
2
1
3
68
ACTION:
1. Select Forecast version.
2. Input Name for mitigation in “Mitigation
Naming” card.
3. Input applicable market driver mitigations
Note: Only after selecting if market driver is applicable
will user be able to select Mitigation. Based on the
selected mitigation, either value or price floor and
ceiling will be editable.

Activity # 10.1 Mitigation Setup
Dashboard: 10. Mitigation Setup / 01. Mitigation Setup
4
5
69
ACTION:
4. Input applicable non-market driver
mitigations
5. Click on cards with “Input values to
complete mitigation setup” to bring you
to the relevant input pages for
mitigations.

Activity # 10.2 Input Mitigation Business Drivers
Dashboard: 10. Mitigation Setup / 02. Mitigation Business Drivers
3
1
70
ACTION:
input mitigation.
2. Review scenario no mitigation inputs in
“Scenario xxx Drivers” card.
3. Input driver values in “Mitigation xxx
Drivers” card.
Note: Only applicable mitigations (selected in 10. Mitigation
Setup / 01. Mitigation Setup) are editable.
2

Activity # 10.3 Input Mitigation Demand Drivers
Dashboard: 10. Mitigation Setup / 03. Mitigation Demand Drivers
3
1
71
ACTION:
1. Select Scenario, Forecast version and year
to input mitigation.
Drivers” card.
4. Review scenario no mitigation summary in
“Scenario Summary of Demand” card.
5. Review scenario mitigation summary in
“Mitigation Summary of Demand” card.
Note: Only applicable mitigations (selected in 10. Mitigation
Setup / 01. Mitigation Setup) are editable.
2
4
5

Activity # 10.4 Input Mitigation Additional Demand Driver
Dashboard: 10. Mitigation Setup / 04. Mitigations Additional Demand Drivers
3
1
72
ACTION:
input mitigation.
Drivers” card.
4. Review scenario no mitigation summary in
“Scenario” card.
5. Review scenario mitigation summary in
“Mitigation” card.
Note: Only applicable mitigations (selected in 10.
Mitigation Setup / 01. Mitigation Setup) are editable.
2
4
5

Activity # 10.5 Input Mitigation Additional Demand Driver (Monthly)
Dashboard: 10. Mitigation Setup / 05. Mitigations Additional Demand Monthly Drivers
calculations for the respective mitigation
version. For market/non-market drivers that
are not applicable, they will reference to the
respective scenario, no mitigation inputs.
3
1
73
ACTION:
to input mitigation.
Drivers” card.
4. Review scenario no mitigation
summary in “Scenario” card.
5. Review scenario mitigation summary
in “Mitigation” card.
Mitigation Setup / 01. Mitigation Setup) are
editable.
2
4
5

Activity # 10.6 Input Mitigation Fuel Availability Driver
Dashboard: 10. Mitigation Setup / 06. Mitigation Fuel Availability Driver
3
1
74
ACTION:
1. Select Scenario, Forecast version and
year to input mitigation.
“Scenario” card.
3. Input driver values in “Mitigation” card.
Mitigation Setup / 01. Mitigation Setup) are
editable.
2

Dashboard: 10. Mitigation Setup / 07. Mitigation Debt List
2
1
3
75
ACTION:
4. Select forecast version and baseline
scenario to be uploaded into.
5. Run process.
4
5
6

Dashboard: 10. Mitigation Setup / 07. Mitigation Debt List
76
ACTION:
7. Review debt details in “Debt Details”
card.
Amount” card.
9. Review summary of scenario no
mitigation summary debt balance in
“Scenario Debt Balance” card.
10. Review summary of scenario
mitigation summary debt balance in
“Mitigation Debt Balance” card.
9
8
7

Model Structure
78
• The Anaplan model is structured into different categories based on the section of P&L they influence. Each
category contains multiple modules which each have a prefix to indicate their purpose
• Based on the category and prefix – you can identify which module is likely to hold the formula you need to view

Model Content
Module Category Description
-- Actuals --- Actuals data uploaded by user
-- Baseline P&L -- Baseline PL/BS forecast, assumptions and drivers as uploaded by users
-- Debt-- All modules used for Debt (BS) calculations
-- Energy -- All modules used for Energy (Fuel & Lubricants, Purchased Electricity) calculations
-- Purchased Electricity -- All modules used for Purchased Electricity calculations
-- Demand -- All modules used for Demand calculations
--Subsidy & Compensation -- All modules used for Subsidy & Compensation calculations
-- Additional Demand -- All modules used for Additional Demand calculations
-- Straterix Paths --- All modules used for generation of Straterix Cube which is linked to fully dynamic P&L calculations
-- Full Dynamic FS -- Report modules of full dynamic PL/BS (including all paths, scenarios and mitigations)
--- Mitigation --- Input modules which capture users mitigation setup (displayed on UX)
-- PLOTS -- All modules used for generation of plots across the model (all UX views)
-- Management Review -- All modules used for generation of UX for management pages
-- Scenario Review -- All modules used for generation of UX for scenario pages
-- Scenario Comparison -- All modules used for generation of UX for scenario comparison pages
-- Mitigation Comparison -- All modules used for generation of UX for mitigation comparison pages
-- Risk Driver Reporting -- All modules used for generation of UX for risk driver pages
-- Risk Driver Histogram -- All modules used for generation of histograms for UX of risk driver pages
-- Reporting Pages -- All modules used for scenario and risk driver reporting page
-- System -- System settings that apply to and are used by all calculations throughout the model
-- Mapping -- Mapping modules that are used to establish relationships between different dimensions
79

Module Naming Legend
Each of the categories on the previous page contains multiple modules. Every module in Anaplan has a prefix that
indicated what the module is used for:
• SYS: System Modules
• MAPPING: Mapping Modules
• INPUT: Input Moduled: These are modules which capture user inputs from front-end
• BASE: Base Modules – These are modules which capture data from assumption inputs and uploads
• DRIVER: Driver Modules – These modules capture user input on drivers for scenarios/mitigations
• CALC: Calculation Modules – These are the calculation engine of the modules
• RPT: Report - These are reporting modules
• PLOT: These modules are used for staging of information to support UX pages
80

Model Map
A Model Map is a diagram that illustrates the
structure and relationships between different
modules, line items, and dimensions within a model.
It provides a high-level overview of how data flows
The model map can be used to quickly understand
the flow of information and linkages
1. Select the "More" button from the model menu
2. Select "Model Map"
3. Use the options in the ribbon to adjust zoom,
explore specific sections or increase/reduce
detail
81
1
2
3

Module Time Settings
To allow for multiple forecast versions, set up time settings as follows.
82
Previous Version Latest Version Start End
Model Calendar Reporting Time Actuals + Forecast
# Past Current # Future YearsStart No. of Start No. of
Forecast FY22 Q3 Forecast FY22 Q4 Oct-22 Sep-24 2022 2 2022 3 2021 4
Forecast FY22 Q4 Forecast FY23 Q1 Jan-23 Dec-24 1 2023 1 2022 3 2021 4
Forecast FY23 Q1 Forecast FY23 Q2 Apr-23 Mar-25 2023 2 2023 3 2022 4
Forecast FY23 Q2 Forecast FY23 Q3 Jul-23 Jun-25 2023 2 2023 3 2022 4
Forecast FY23 Q3 Forecast FY23 Q4 Oct-23 Sep-25 2023 2 2023 3 2022 4
Forecast FY23 Q4 Forecast FY24 Q1 Jan-24 Dec-25 1 2024 1 2023 3 2022 4

Module Time Settings
1. Input current fiscal year, number of past and future years.
2. Click “apply” button.
3. Click “Time Ranges” tab.
4. Select time item.
5. Click “Edit” button.
6. Input start period and number of Periods.
7. Click “Save Time Range” button.
83
3
5
6
1
2
4
7

Common Tasks/Activities
1. What happens if my forecast version is not a full year?
2. How can I change the frequency of forecast upload?
3. Is there any way to "save" my model before big changes?
4. Can I view my model beyond 2 forecast versions?
5. I think a formula is wrong, how can I check the error?
6. How can I audit who has made changes to a formula/the model?
7. I want to add a new KPI – How can I do this?
84

1. Partial Year Forecasts
For eg: If you are forecasting in Jul 2023
1. Your forecast must extend until Dec
2025. You cannot end a forecast
midyear
2. You must upload actuals from Jan – Jul
2023 into the model
3. To upload actuals – please follow steps
in actuals upload slide (activity 5.3)
85
Your forecast must always end in a full year, but it can
start from a mid-year as long as actuals are available
for the missing year period

2. Editing Frequency of Forecast Upload
Dashboard: 06. Administative / 02. Forecast Version
versions
1
86
1. Forecast frequency determines next
forecast version created
1 = latest quarter + 1 (quarterly)
2 = latest quarter + 2 (half yearly)
4 = latest quarter + 4 (yearly)
Forecast frequency can be adjusted
from the admin dashboard. Please
follow steps below

3. Revision Tags
87
A revision tag is a snapshot of a model's
structural information at a point in time.
They keep track of changes made to the
model and provide a way to compare different
revisions over time. It is a good practice to
assign revision tags before you make any
major change to model formulas/structure
1. Click this menu item to navigate to
revision tag page
2. Create new revision tag, or
3. Select an existing revision tag and
compare against current model
4. You can also revert to revision tag to
make that the current model
1
2
3
4

4.1 Copy & Archive Model
88
1
2
4
8
6
As new forecast versions are created and
there are space limitations, older forecast
versions will be deleted. Other than exporting
data from individual modules, users can copy
and archive a model which can be brought up
later in time for reference.
1. In the main app page, click “View all
models”.
2. In the model page, click “Manage
models”.
3. In model management page, select
model to be archived,
4. Click “Copy & Archive” button
5. Name archive version by appending date
of archive
6. Click “Copy & Archive” button
7. Click “Ok”
8. View copy created by clicking on the
“Show archived models” Boolean
3
5
7

4.2 Bringing Model out of Archive
89
After archiving the model, users are able to
bring the model up to review data, given
sufficient space available.
1. To view the model, click “Change mode”.
2. Click “Deployed”.
3. Click “Ok”. Model can now be opened
and reviewed.
1
2
3

5. Formula Drilldown
90
Drilldown lets you explore data from a big-
picture view to a closer, more detailed view. It
helps you see individual data points are
connected and understand how they
contribute to the overall summary.
Drilldown can be used to understand formulas
and identify where errors might be coming
from
1. Right Click on any cell to drilldown
2. Click drilldown option
3. A popup will appear showing the
components of the formula, you can click
into any cell in the popup to drilldown
further
1
2
3
4
1
2
3

6. 1 View Change Log
91
A change log is a record that tracks
modifications made to a model or module over
time.
It provides a chronological list of changes,
including who made the change, what specific
elements were modified, and when the
changes occurred.
Model Change Log
1. Go to history in model navigation menu
2. Select "Show History" from time period
relevant (note that longer time periods will
take longer to generate)
3. Click Show History Button
4. Once the popup appears, click export to
download a .txt file of the changes. You
can open this as a .csv to explore futher
5. Note: Do not "Restore to ID". This is a
complex change with many further
effects.
1
2
3
4

6.2 View Change Log
92
Similar to Model Change log, you can also export
a change log for any particular cell. This is more
efficient way to audit if you know which formula
you want to track.
1. Right click on the cell you want to view
history for
2. Select Show History Option
3. Select Time period and follow onscreen
instructions to export change log
1
2 3

7. How to add new KPI for Reporting
93
Any line item in your "REPORT Full Dynamic
PL BS (IDR)" can be reported as a KPI on the
main dashboards. However – you will need to
establish polarity of the outcome (ie if low is
good or low is bad)
1. Navigate to Line Item Subsets in your
model menu
2. Select the "LIS KPI" and press the "Open"
Button in ribbon
3. You will see all your line items in "REPORT
Full Dynamic PL BS (IDR)" . Click the
boolean on the line items you wish to
add/remove from your reporting KPI list
4. IMPORTANT: This does NOT establish
polarity. This only adds the new KPI as a
dimension in all reporting modules. You will
need to navigate to the various referenced
modules to update mapping and polarity
1
2 3

Model Structure
94
• The Anaplan model is structured into different categories based on the section of P&L they influence. Each
category contains multiple modules which each have a prefix to indicate their purpose
• Based on the category and prefix – you can identify which module is likely to hold the formula you need to view

20230723 Anaplan user guide_vShare_vENG.pptx

20230723 Anaplan user guide_vShare_vENG.pptx

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