Best Practices

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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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.…
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…
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…
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…
Predictive Insights (PI) - Predictive Model Evaluation
Model evaluation is the operation through which users can estimate the expected performance of a Predictive Insights (PI) predictive model and assess its effectiveness. Since predictions and account prioritization can play an important role in your sales programs or other business initiatives, model evaluation is key and…
Predictive Insights (PI) - Use Cases and Model Types
Predictive Insights (PI) supports multiple types of account scoring models. Each model type requires different input data depending on the use case. Configure PI by filtering and adjusting the accounts in the Customer and Prospect datasets. Use this page to understand the most common use cases supported by PI and what…
Simplifying User Access Management in Anaplan with the SCIM API
Introduction: In today's fast-paced business environment, effective identity management and governance play a crucial role in maintaining data security and ensuring smooth operations. Anaplan, a leading cloud-based planning platform, offers a powerful SCIM (System for Cross-domain Identity Management) API that integrates…
Anaplan Connect Quick Start Guide - Linux & macOS Installation
This Anaplan Connect Quick Start guide is specifically for the macOS and Linux platforms. Its purpose is to help you swiftly set up and get started with Anaplan Connect on these operating systems. Please follow the steps below to guide you through the installation process. If you are utilizing macOS, kindly refer to the…
Anaplan Connect Quick Start Guide - Windows Installation
This Anaplan Connect Quick Start guide is specifically for the Microsoft Windows platform. Its purpose is to help you swiftly set up and get started with Anaplan Connect. Please follow the steps below to guide you through the installation process. If you are utilizing macOS, kindly refer to the Anaplan Connect Quickstart…