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Building a pyramid visual using a bar chart
Author: Subham Garg is a Senior Data & Insights Architect at Anaplan. Anaplan doesn’t have a pyramid chart option for reporting. However, there are certain metrics that work better with a pyramid chart than any other chart format. For instance, sales pipeline or number of employees at different ranks in a company are best…
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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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Unlock Your Next Level Model Building Potential with Improved Anaplan DX
Hi Anaplan Community! I’m excited to present you Improved Anaplan DX by valantic, a Chrome extension, that also works seamlessly on Edge. This tool is designed to make your Anaplan model building experience smoother, more efficient and supercharge your productivity. Download the Improved Anaplan DX today to bring your…
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Improve Productivity: How to Optimize Scheduling of Products
Business Problem In manufacturing and production planning use cases, we often come across problem statements to solve for optimal product sequence on a production line. As different combinations of products can have different changeover times, a sub-optimal product sequence can impact the productivity of the production…
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How to Configure Salesforce for Integration with Anaplan CloudWorks
The integration between Anaplan CloudWorks and Salesforce will no longer be offered as a part of CloudWorks. We are focusing our efforts on Salesforce integration in the Data Management System (DMS) due to be released later this year. Please check back with further updates.
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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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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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Displaying your data as a Calendar view
Problem Statement Ever wonder how to display your data in a calendar format in Anaplan or simply just want to have a color-coded display based on a specific alert/indicator in a calendar form? Step-by-step guide We just need 2 simple lists Day of Week and Week Number to start with. Then we need 2 modules Day of Week…
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Dynamic Display by Language Selection
Problem Statement Ever wonder how to display your data in a different language format in Anaplan or simply just want to cater to language display options based on user selection? Step-by-step guide We need all the lists that require translation to be defined and it is best to have modules with definitions of each language…
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Efficient Data Exchange: Integrating Anaplan with SFTP Servers
In the dynamic landscape of modern business, data integration plays a pivotal role in decision-making processes. Many enterprises rely on Anaplan as a comprehensive planning and performance management platform. When it comes to data exchange, integrating Anaplan with SFTP (Secure File Transfer Protocol) servers offers a…
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Tip for showing more than 400 items on a chart axis
Problem Statement There is a limit on the number of items that can be displayed on a chart axis in Anaplan. Per the Anapedia page on Chart Settings: Note: The maximum number of items that can be included in a chart axis is 400 items. How do I display my chart if my axis has more than 400 items? Solution (Workaround) While…
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Integrating Securely: Using the Anaplan REST API with Certificate-Based Authentication
In the ever-evolving landscape of technology, secure communication between platforms is paramount. The Anaplan REST API offers a robust way to connect and interact with the Anaplan platform, and one of the most secure methods of authentication is through certificate-based authentication. In this article, we'll delve into…
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Build custom ‘process log’ within Anaplan
Author: Noah Jackson, Principal Data and Insights Architect at Anaplan. In certain business process there are imports and actions that are not run on set schedules but are instead initiated as needed by end users. As a non-Admin user in an Anaplan model, it is sometimes very useful to be able to easily determine details…
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Using a KPI card to sync monthly data with a year time selector without additional filters
This example demonstrates how a KPI card can serve multiple purposes to provide users with a dynamic descriptive title on a page while also avoiding the need for creating additional filtering to update monthly grid or chart cards where users require a Year Only selector. The example uses a KPI card, grid card, and chart…
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Introducing the Anaplan Integration Script Generator: Simplifying Anaplan Connect Scripting
Introduction Anaplan, a leading platform for enterprise planning, has revolutionized the way organizations manage their data and streamline processes. However, leveraging Anaplan's powerful features often requires scripting with Anaplan Connect—a command-line utility for interacting with the platform. To simplify this…
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Automating Salesforce to Predictive Insights Integration
Introduction Please note: the Salesforce connector for CloudWorks is currently in beta The following document describes the steps needed to automate integration between Salesforce and Predictive Insights. The overall flow described by this document can be depicted like this: This flow will: Load a list of accounts and…
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Using stacked column and bar charts to display dynamic series data with a consistent color scheme
The following example describes how a stacked chart can be used to display a consistent color distinction between a client company and comparative companies within an industry. Anne’s Boutique is selected as the client company from the line item list selector Select My Company and presented in charts in royal blue color.…
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Automating Cloud to Predictive Insights Integration
Introduction The following document describes the steps needed to automate integration between cloud data sources and Predictive Insights using CloudWorks. In the document, we will use Amazon S3 integration as an example, but other cloud data sources are also supported. For simplicity, account data will be referred to, but…
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Predictive Insights (PI) - Model Tracking and Performance
Introduction Predictive Insights model performance tracking can be broken out into model tracking and model performance evaluation. The goal for both is to ensure that the model is performing as expected after being in use and is still relevant for the business use case it was built for. To so do involves looking at the…
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Predictive Insights (PI) - How to Refresh a Predictive Model
What is a Model Refresh? Predictive Insights (PI) leverages machine learning models to help users target their total addressable market more intelligently. The machine learning model uses historical account data alongside PI data to build knowledge on how to rank your accounts. Over time, the data set can change and the…