CodelessOps · Anaplan estate review

Find what to improve in Anaplan. See what a change could affect.

A free report from your models' standard exports: an action plan in plain language, a change-impact explorer, and every finding with its evidence. No account, nothing installed, nothing kept.

Explore an example Review my estate

What could changing this line item affect?

The example is a fictional four-model estate. Open it on Forecast Opex in the FP&A model and the explorer shows the 27 line items across 7 modules that read it, how far away each is, the exports that would carry the change to other models, and one path for any of them. Then the action plan tells you what is worth doing first and why.

The change-impact view for Forecast Opex in the example estate: 27 line items across 7 modules depend on it, up to 8 steps away

Everything in the example is open to explore: the action plan, the dependency diagram, the findings and their formulas.

Review my estate

Export each model's Line Items grid (Model Settings > Modules > Line Items tab > Export, every column). That is the only file needed; Actions and Modules exports add more when you have them.

Model name

Line Items export required

Actions export optionaladds import and export relationships, processes and model feeds

Modules export optionaladds module notes

Or upload one zip of the whole estate

One folder per model inside the zip, each holding that model's Line Items*.csv and optionally Actions*.csv and Modules*.csv. Folder names become model names.

Report title (the estate name, optional)

Your files are written to a temporary folder for the seconds the analysis takes and deleted as soon as the report is sent. Nothing is stored; file names, model names and formulas are never logged. Limits: 80 MB, 12 models, about 180 seconds. If you would rather nothing left your machine, run it locally.

Rather not upload? Run this same page on your own machine

The same engine, the same page, nothing leaves your computer. You need Python 3.10 or newer.

pip install "https://github.com/klameer/anaplan-grammar/archive/refs/heads/master.zip"
pip install "anaplan-estate[web] @ https://github.com/klameer/anaplan-estate/archive/refs/heads/master.zip"
anaplan-estate-web

Then open localhost:8000 and use it exactly as here. For a command-line run instead: anaplan-estate my-estate-folder --html estate.html, with one folder per model inside my-estate-folder. Source: https://github.com/klameer/anaplan-estate.

Then

The report is complete on its own: every action carries its steps, its evidence and a completion check, and the explorer answers the dependency questions.

Prefer a conversation? Get in touch privately if you would rather CodelessOps ran the report with you, or want help reading what it found.

The findings and the change-impact explorer apply to any model the exports describe. The action cards match a small set of known patterns and will be few or absent on an estate whose problems lie elsewhere; the report says so. Rules and ranking were developed on a small number of estates and are a hypothesis to test, not a verdict.