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[Start Here] Anaplan Optimizer
In this series, we will teach you what Optimizer is, how it can help your organization solve complex business challenges, and when to use it. We will approach this in 2 steps: Where to start with Optimizer? (this article) How to setup Optimizer – hands-on exercises For territory assignment For transportation And more What…
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Optimizer: Hands-on exercises
Now that we know what Optimizer is and how it can help your organization solve complex business challenges (quick reminder here) it's time to get under the hood and practice. We curated for you 3 different exercises based on different use cases; we also have an available E-learning course. Immersion Optimizer overview…
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Run your integrations on Camel
Integration is one of the key implementations for most enterprise solutions. It involves connecting different applications and transforming a huge amount of data on a daily or ad-hoc basis. Different iPass tools are available in today's market to make the integration easy to use without any coding. They provide a good user…
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Understanding Errors and Rejected Lines When Importing Data Via APIs
The objective of this article is to provide a quick explanation on the responses that APIs can provide when an import is submitted, in particular regarding the dump logs generated. This content is suitable for Model Builders comfortable with APIs. * When Does an Import Create a Dump File? * Import in a Module * ‘Failed’…
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Python and Anaplan: Pt 1—Setting Up Your Environment
Combining a scripting language such as Python with Anaplan can provide you and your team greater flexibility and functionality in your planning journey. If you've never used Python before, or want to check out some different ways and use cases of Python and Anaplan, look no further—this series of articles will introduce…
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Reducing Saves in Data Hubs
Data Hubs typically include large lists or numerous lists; both contribute to longer save durations. Model saves block other model actions, so we want to reduce the frequency of saves as much as possible. Reduce the Frequency of Saves First, put the data hub model into Deployed Mode. Learn more here: Enabling and Disabling…
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Update Current Period Action
From April 24, 2021, model builders will be able to update Current Period via an action. Workspace Administrators (WSAs) can always update the Current Period manually via the Model Calendar, however, this may not always be convenient. The Update Current Period action enables the WSAs to increase efficiency and reduce…
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Summary Calculations With the User List
Even though the Users list does not have a top member assigned to it, with the release on April 24, 2021, model builders will be able to use the following summary functions with the Users List: SUM, LOOKUP, ISFIRSTOCCURRENCE, CUMULATE, ALL, ANY, AVERAGE, FIRSTNONBLANK, LASTNONBLANK, MAX, MIN, RANK. Lookup First, let’s look…
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Memory usage from text concatenation
We know that 2.02-04 Text Strings are bad for Anaplan models and that text functions and formulas using text are the slowest (slow in comparison to similarly-sized numeric formulas). One of the biggest contributing factors to the poor performance of text is the impact on the memory used by Anaplan. The following diagrams…
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Retail: Markdown Planning
Summary As a buyer, you are responsible for managing your price reductions to a monthly markdown budget. But markdown management at your company is not that straightforward. You must also adhere to the company’s pricing policies when considering a new price for your items, including having to use price tiers, percentage…
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Anaplan Connect: Master Script
Prerequisites: * This article is designed for those more advanced with Anaplan Connect. * Utilizing CA Certificates is the best practice for Anaplan Data Integrations. The Master Script is best leveraged with CA Certificate authentication in the individual scripts for security purposes. If you would like to learn more…
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Power BI - This is how we use it. Part 3: Use Case - Leveraging Power BI Service.
Now that you know the basics of the Power BI connector and how to set it up, let us move to a real use case; Why using Power BI Service could help you to get the most of the Power BI connector? The blocking nature of exports When a user performs an export, the model is blocked from usage (entering or manipulating data).…
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Power BI - This is how we use it. Part 2: Setup [Updated March 2022]
[Update: March 2022 - Limit increased to 5GB] In Part 2 of our Power BI - This is How We Use It series, we're diving into how to setup the Power BI connector. Need a refresher on the basics of Power BI? See Part 1. Ready? Let's start. Anaplan export setup Anaplan connector for Power BI supports Export actions to extract…
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[Start Here] Power BI - This is how we use it. Part 1: The basics.
Welcome to the best practices series about the Anaplan Connector for Microsoft Power BI. This is the first of a three-part series designed to help you understand why and how to use the Power BI connector by covering the basics, the set-up, and a real use case. Let’s begin with Part 1: The Basics. What is the connector for…
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[Start Here] Application Lifecycle Management–Part 1: The basics
While building in Anaplan, have you ever wondered how to make model building more efficient, stable for your end-users, and increase control over access rights and changes to model structure? Then you may think, how do I have that much structural control but still be agile enough to make quick modifications to my apps and…
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Anaplan Connect: Wake-Up Script
Preface: Utilizing CA Certificates is the best practice for Anaplan Data Integrations. The wake-up script is best leveraged with CA Certificate authentication in the individual scripts for security purposes. If you would like to learn more about CA Certificates, click on this guide. Note: Basic Authentication used for demo…
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Dynamic Ranking: Rank a Line Item Based on Selectors
Summary Level: Advanced In any line of business, you might be asked to create a dashboard that ranks the sales of your customers based on whatever values are displayed in a two-dimensional grid but based on multiple dimensions chosen from selectors by the user, including top levels. In this example, we will use four…
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Import and Automate Current Date Import to Anaplan Using Python
Connect or Python Summary As a supply chain Anaplan data integration modeler, you might be asked by your business partner to display actuals for elapsed periods and forecasts for unelapsed periods. If you are not using the current period, which must be manually updated by a workspace administer, and you want to automate…
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Reports, Boards and Worksheets–When to use which?
* High-level view * Report * Board * Worksheet * Let's deep dive * What about other reporting options? * In summary [Updated July 2021 with the new Management Reporting feature] As you are embarking on the UX journey, you may ask yourself: When should I use a board? When should I use a worksheet? And, When should I use a…
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CloudWorks—This is how we use it, Part 4: Using CloudWorks APIs with AWS Lambda
In Part 3, we described the procedure for using CloudWorks APIs. But the main question would be, how can we use them? Indeed, we can find that having a dedicated screen in Anaplan itself is already a major step forward. And it surely addresses most of the future needs. Nevertheless, in our strive to open our platform as…