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OEG Best Practice: Best practices about Microsoft Office for the add-Ins
General information * We have listed below some of the best practices we recommend for the Anaplan product. These are based on our experience and are subject to change as we deliver new functionalities and learn more about how our customers use the product. * If you would like to contribute or comment, please contribute…
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Ensuring Validity of Time Filters After Time Labelling
We've recently released the ability to change the two-character prefix for time labels. If you have a hardcoded filter referencing a time formatting line item, it is possible that changing the Time Label will invalidate the filter. This occurs if the filter is referring directly to the name of the time period; changing the…
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UX roles: overview
Updated July 31st 2020 Here is an overview of the different roles in Classic and in the UX. Tenant Admin Model Builder Page Builder End User Classic UX Disable and Enable Tenant users and assign Page Builders ✅ Manage Workspace users and assign Model Builders and Users ✅ Manage Model Security ✅ Build Modules, Line Items,…
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How to Set Up a Count Based on an Attribute
This example will teach you how to set up a count in order to count items in a source module based on specific attributes in that source module. Anaplan does not contain a 'Count' function like Excel, but it’s very easy to simulate the same behavior. All you need to do is add in a line item called 'Count' and set the…
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OEG Best Practice: Formula optimization in Anaplan
Taking a few simple steps can give you significant performance improvements in your Anaplan model. Anaplan was designed to be built by business users, with simple formula constructs and no coding required. Formulas should not need to be long, complex or hard to create and understand. All too often, we see formulas that run…
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Speeding up your blueprint configuration
As a model builder, you have to define line item formats over and over. Using a text expander/snippet tool, you can speed up the configuration of modules. When you add a new Line Item, Anaplan sets it by default as a Number (Min Significant Digits: 4, Thousands Separator: Comma, Zero Format: Zero, etc.). You usually change…
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Planning Sales or Invoices Using Tier Pricing
Summary As an ad planner, sales representative, or merchandise planner, you might be interested in planning your sales or invoices using tier pricing. This solution will address a user story that allows you to set the prices by tier range and automatically look up the right price based on the units ordered. This solution…
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OEG Best Practice: To version or not to version?
One of the most common questions I get asked is when to use native versions versus using a general list to replicate versions. As is often the case, the answer is: it depends. Let me run through some key areas to help you with the decision. Functionality What functionality do you need? We always advocate using native…
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Conditional logic: Does a list item appear in a subset?
Subsets are invaluable in creating dynamic and efficient models in Anaplan. They are typically used as a dimension in a module, where only the subset is relevant. Take, for example, a list named Employee containing a list of all employees in your organization. Employees are either Sales Executives or Engineers: A module…
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Capture New Data From Your Users with Forms
Creating new list items and capturing data against them forms a critical part of many planning processes, especially those that seek to democratize planning by engaging end users in a wider range of planning activities. Forms are a new input mechanism added to the Anaplan UX that allow you to create simple, intuitive input…
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Sum Transactions Based on Properties Between Two Dates (Days, Weeks, Months)
An often requested output of a trade promotions use case is to understand sales between two specific dates— be it days, weeks, or months. The solution below has one dimension in it but would work equally well with additional dimensions, such as customer or supplier. Having loaded in the transaction detail following this…
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OEG Best Practice: SFDC Lightning migration
Migrating from the classic SFDC platform to the Lightning platform can create unintended issues with some Anaplan models. This article covers issues with SFDC objects and the steps to correct them. Challenge: When migrating from the classic SFDC platform to Lightning, the SFDC domain name/ URL changes. In our example,…
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Generating Authentication Strings for Using CA Certificates with API 2.0
This content has been updated. Please visit the following article:
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CA certificate changes for iPaaS connectors
This article covers the necessary steps to update the iPaaS connectors for HyperConnect/Informatica Cloud, Dell Boomi, Mulesoft and SnapLogic. See the article A Guide to CA Certificates in Anaplan Integrations - Anaplan Community for the steps to process a certificate once it has been procured. * HyperConnect/Informatica…
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The Power of Dynamic Cell Access
As a business operations manager on the Anaplan on Anaplan (AoA) team—an internal team, focused on bringing Connected Planning to life within Anaplan—I help to oversee our internal Anaplan model ecosystem and assist in the solutioning and development of Anaplan models across all of our functional business groups. As…
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OEG Best Practice: Model load, save, and rollback
Model load A large and complex model such as 10B cells can take up to 10 minutes to load the first time it is in use after a period of inactivity of 60 minutes. The only way to reduce the load time is by identifying what formula takes most of the time. This requires the Anaplan L3 support (ask for a Model Opening…
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KeyStore Wizard for Anaplan Connect 1.4
Anaplan Connect 1.4 certificate authentication has changed from previous versions. New certs are issued by your company instead of Anaplan and to provide increased security, all certs must now be secured in a Java KeyStore. Because the KeyStore setup process requires a fair amount of setup this tool was created to simplify…
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OEG Best Practice: Designing dashboards (general)
Note that this article uses a planning dashboard as an example, but many of these principles apply to other types of dashboards as well. Methodology User stories Building a useful planning dashboard always starts with getting a set of very clear user stories, which describe how a user should interact with the system. The…
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OEG Best Practice: Revision tag best practices
Would you spend weeks on your budget submission spreadsheet or your college thesis without once saving it? Probably not. The same should apply to making developments and setting revision tags. Anaplan recommends that during the development cycle, you set revision tags at least once per day. We also advise testing the…
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OEG Best Practice: Imports and exports and their effects on model performance
Overview Imports are blocking operations. To maintain a consistent view of the data, the model is locked during the import, and concurrent imports run by end users will need to run one after the other and will block the model for everyone else. Exports are blocking for data entry while the export data is retrieved, and…
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Dashboard example: workforce planning
Problem to solve As a human resources manager, I need to enter the salary raise numbers for multiple regions for which I am responsible. As a domain best practice, my driver-based model helps me to enter raise guidelines, which will then change at the employee level. Usability issue addressed: I have ten regions, eight…
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Migrating from Anaplan Connect 1.3.x.x. to Anaplan Connect 1.4.x
This article covers the necessary steps for you to migrate your Anaplan Connect (AC) 1.3.x.x script to Anaplan Connect 1.4.x. For additional details and examples, refer to the latest Anaplan Connect User Guide. The changes are: * New connectivity parameters. * Replace reference to Anaplan Certificate with Certificate…
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OEG Best Practice: Dashboard settings for improved model performance
Overview A dashboard with grids that includes large lists that have been filtered and/or sorted can take time to open. The opening action can also become a blocking operation; when this happens, you'll see the blue toaster box showing "Processing....." when the dashboard is opening. This article includes some guidelines to…
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OEG Best Practice: What are the benefits of creating a Data Hub?
If you're familiar with Anaplan, you’ve probably heard the buzz about having a Data Hub and wondered why it’s considered a “best practice" within the Anaplan community. Wonder no more. Below, I will share four reasons why you should spend the time to build a Data Hub before Anaplan takes your company by storm. 1. Maintain…
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Anaplan Connect Error with Proxy or Firewall
Anaplan API: Communication failure <SSL peer unverified: peer not authenticated> This is a common error if a Customer Server is behind a proxy or firewall. The solution is to have the customer whitelist '*.anaplan.com' for firewall blocks. If behind a proxy, use the '-via" or 'viauser" commands in Anaplan Connect. The…
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Designing a landing dashboard
Overview These dashboards are absolutely critical to good usability of a model. Dashboards are the first contact between the end users and a model. What SHOULD NOT be done in a landing dashboard: * Display detailed instructions on how to use the model. See "Instruction Dashboard" instead. * Use it for global navigation,…
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Dashboard example: FP&A (OPEX planning)
Deal with monthly dashboards Many FP&A dashboards will need to display all 12 months in the current year, as well as Quarter, Half, and Total Year totals. Doing this is likely to create a very large grid, especially if more than one dimension is nested on the rows. Avoid this: The grid displayed here is what may be…
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Good practices to improve model performance
General recommendations It is important as model calculations increase to ensure that the calculations and structures are as optimal as possible. Easy checks include: * Ensure the dimension order in the "applies to" is consistent * Consider if all of the dimensions for the calculations are necessary * Reduce the number of…
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What is Application Lifecycle Management (ALM)?
It is important to understand what Application Lifecycle Management (ALM) enables clients to do within Anaplan. In short, ALM enables clients to effectively manage the development, testing, deployment, and ongoing maintenance of applications in Anaplan. With ALM, it is possible to introduce changes without disrupting…
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Bring Your Own Key (BYOK) - Guide de l'utilisateur
L'application Bring Your Own Key (BYOK) vous permet maintenant de vous approprier les clés de chiffrement de vos données de modèle. Si vous avez accès à l'outil Anaplan Administration, vous pouvez chiffrer et déchiffrer des espaces de travail sélectionnés à l'aide de vos propres clés AES-256. À la différence des clés…
