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Calculate once and reference | Model Optimization Team series
Hey! Welcome to the Model Optimization team's monthly blog post. This is an eight-part series, following the topics we see occurring most frequently in slow customer models. Our aim is to inform and guide how to build with best practice intentions for these model building topics. Each month, two of our analysts will take…
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How I optimize model calculation with MAPS reporting
Author: Jessie Zhao is a Certified Master Anaplanner and Sr. Data & Insights Architect at Anaplan. Please note: MAPS reports are dependent on a few key qualifications and may not be available to all customers. Please check with your BP if you have questions. As a CoE member, model building — either for new user stories or…
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Management Reporting - How to handle Icons and Shapes
With Management Reporting, creating visually appealing reports is even easier. Find below our recommendations to handle icons and shapes in your reports to make them "pop". Icons There are a lot of websites providing free or subscription-based icons available for download and some even allow to change the colors and…
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Show and Hide Selections in the UX - The Basics
Show and Hide Selections: why use them? When building out your apps and pages in the UX, there are often instances where you want to hone in on a specific set of data. With Show and Hide selections you can surface or remove particular rows and columns from view, providing end-users with a faster route to the insights they…
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OEG Best Practice: Performance issues with CUMULATE over lists
Problem statement When using CUMULATE over a list—this is when using the format CUMULATE (x, y, z)—the performance can be poor with anything that exceeds a few million cells. This is because the function is running on a single CPU thread, which differs from nearly all Anaplan functions. Anaplan gets its efficiency from…
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Enhancing Your Anaplan Audit History Reporting with Model History Export
We are excited to announce a significant upgrade to the existing Anaplan Audit History Reporting project written in Python. This project now includes the ability to export Model History. This enhancement provides a more comprehensive view of data changes within your Anaplan models, allowing for deeper analysis and better…
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How to Clear Data in Anaplan
Overview I came to Anaplan from different database technologies in support of Enterprise Performance Management (EPM), and it was a common activity to ensure that the forecast or plan periods were clear before planning began. These other technologies allowed you to use a scripted language (e.g. SQL) to be very specific…
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OEG Best Practice: The MOBILE way: Best practices for building in the UX for mobile devices
To achieve the ultimate Connected Planning experience, Anaplan users can use the mobile app to stay on top of their data from anywhere. With Anaplan at your fingertips, creating pages with mobile in mind has never been more important. To design and build pages that look and work great on mobile, use the MOBILE method to…
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Anaplan API 2.0 Python Library - [Updated March 2022]
* Getting Started * Gathering the Necessary Information * Authentication * Getting Anaplan Resource Information * Uploads * Executing Actions * Downloading a File * Get Available Workspaces and Models * Example Code After a significant amount of refactoring, I'm very pleased to announce the latest release of my Python…
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[Part 1] Enhanced Reporting of the Anaplan Audit Log Summary
As organizations continue to embrace Anaplan's powerful platform for connected planning and decision-making, maintaining robust security and compliance measures has become increasingly essential. The Anaplan Audit Log serves as a critical tool in achieving these objectives, providing granular insights into user activities…
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Unlocking High-Efficiency Data Uploads in Anaplan: A Multithreading Approach
In cloud-based business planning, the ability to swiftly and effectively upload large datasets is an important aspect of maintaining up-to-date planning. This post introduces the concept of multithreading to enhance data upload speeds to Anaplan significantly. This approach, however, is specifically tailored for data…
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Performance tuning in Anaplan’s Optimizer
Author: Mike Henderson is a Principal Solution Architect at Anaplan. A question recently came up from a customer regarding Anaplan Optimizer, and I thought it would be useful to share the answer with the broader Community. For background, Optimizer uses linear programming to quickly solve complex problems involving…
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OEG Best Practice: Dimension order
Dimension order affects calculation performance Ensuring consistency in the order of dimensions will help improve the performance of your models. This consistency is relevant for modules and individual line items. Why does the order matter? Anaplan creates and uses indexes to perform calculations. Each cell in a module…
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PlanIQ and related data
Author: Evgy Kontorovich, Sr. Director Product Management at Anaplan. Background Customers are frequently wondering what can be used as related data. When thinking about related data, we can think about different types of “internal” time dependent inputs: Historical and future promotions Stockouts Price fluctuations…
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Using the Anaplan Certificate with the Anaplan REST API: A Comprehensive Guide
If you're diving into integrating with the Anaplan REST API using an Anaplan Certificate, you'll need to know certain requirements. This post is a step-by-step guide to ensure a seamless connection using Python. If you'd prefer to avoid a programmatic approach to using your certificate, then please check out the CA…
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Setting up a process to remove inactive users
Author: Kay Kuang is a Certified Master Anaplanner and Principal Data and Insights Architect at Anaplan. Actively managing the users list to keep the list small and to keep only users who need access to the model will make the model go a long way. The users list can have a big impact on the model's performance — especially…
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Creating a Data Integration Schema for your Models
A data integration schema describes the integration and flow of data across systems. It will typically consist of a combination of diagrams, tables, and other visual components that provide the ability to quickly understand the flow of data. In an Anaplan context, a data integration schema outlines the movement of data…
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OEG Best Practice: Best practices for model cleanup in Anaplan
This article helps everyone with the suggested cleanup activities of existing models where Anaplan best practices weren’t adhered to from the beginning. Please follow this and develop a more user-friendly model. User access Begin by revisiting all the tabs in the User Access setting and set appropriate access by roles. A…
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Transactional APIs - Part 2: Use Cases
Introduction Following use cases will be presented in this section: How to retrieve id for a given dimension/list & list member from its name or code How to retrieve allocated & consumed space for a Workspace & Model Workspace Sizing Use case Model Memory Usage Use case How to retrieve permitted number of Items & Index…
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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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Manage inputs to Management Reporting
Author: Kay Kuang is a Certified Master Anaplanner and Principal Data and Insights Architect at Anaplan. Management Reporting is a great dashboard type in Anaplan. It looks clean, professional, and provides a familiar PowerPoint look to people while it is powered by the live data from the Anaplan model. It is a wonderful…
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CA Certificate Quick Start Guide using Sectigo
Creating an Anaplan CA Certificate using the Sectigo Personal Email Security (S/MIME) certificate involves several steps. Here's a quick start guide to help you through the process: Step #1: Purchase the Sectigo Personal Email Security (S/MIME) certificate from Sectigo's website. You can find it here. The cost is $15 for a…
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Anaplan's Device Grant API Flow: A Seamless Machine-to-Machine Authentication Option
In the world of modern application development, seamless authentication is key to providing a smooth user experience. Anaplan, a leading platform for planning and performance management, offers a versatile approach to authentication through its Device Grant API Flow. In this blog post, we'll explore the Device Grant…
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Anaplan's Authorization Code Grant API Flow: A Seamless App-to-App Authentication Option
In the realm of contemporary application development, achieving seamless authentication is paramount for delivering an exceptional user experience. Anaplan, a prominent player in the realm of planning and performance management, presents a flexible and robust solution for enabling resource authorization between Anaplan and…
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OEG Best Practice: Anaplan Python OAuth Example
The Anaplan Python OAuth Example demonstrates using the Anaplan REST API with OAuth with device-based authorization. The code highlights how to generate a device_id, access_token, and refresh_token. Additionally, the code highlights a multi-threaded approach to request a new access_token while performing other,…
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Use fake week to replace default week calendar
Author: Kay Kuang is a Certified Master Anaplanner and Principal Data and Insights Architect at Anaplan. Some businesses run their planning or operations by weeks. However, setting the Anaplan model default Calendar Type to Week format can be inconvenient. For example, converting dates to monthly format can sometimes be…
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OEG Best Practice: Using Anaplan Connect with OAuth
How to Use Anaplan Connect with OAuth Authorization Anaplan Connect is a powerful command line interface that allows you to automate your Anaplan environment, enabling seamless data integration and synchronization between Anaplan and other systems. While Anaplan Connect offers various authentication methods, including…
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Bi-directional Integration: Bridging Workday and Anaplan
In today's fast-paced business environment, seamless integration between different enterprise solutions is crucial. This post delves into the specifics of establishing a bi-directional integration between Workday and Anaplan, two leading platforms in their respective domains. Workday to Anaplan Integration Extracting Data…
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Data distribution design from Data Hub to multiple spoke production models
Author: Hanwen Chen is a Certified Master Anaplanner and Principle Solution Architect at Anaplan. Use case You may have encountered a situation on your Anaplan project where the model size is too big when you try to load data from different business units (BUs)/GEOs/product groups in a Data Hub into a single spoke model.…
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Set up Aligned DCA and Selective Access Management
Author: Kay Kuang is a Certified Master Anaplanner and Principal Data and Insights Architect at Anaplan. On a list level, you can use two ways to manage the access: Dynamic Cell Access (DCA) and Selective Access. There are benefits and limitations for both approaches. I'd like to share an approach that could leverage the…
