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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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Setting current time period
This guide will walk through the Time setting in Anaplan models, as well as some best practice recommendations on automating the current time period to simplify formulas and dashboard views. The Time setting is a critical component of the model structure and should factor in long-term objectives and the purpose of a new…
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Guidelines for model impacts when removing a user from a workspace
Removing a user from a workspace There are two different ways to prevent a user from seeing and accessing models: You can set the user's model role to "No Access." This is set on a model-by-model basis and will prevent the user from seeing the model on the Tiles screen, as well as completely preventing the user from…
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How to review models and applications to drive improvement
Author: Andrew Martin (@andrew_martin_1), Operational Excellence Director at Anaplan. Overview Many stakeholders ask this question for different reasons. Examples include: A CoE leader needing comfort that best practices have been followed in the build A Solution Architect seeking affirmation that the architecture is the…
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Matrix Inverse using Optimizer
In the following article, we will discuss how to use Anaplan Optimizer to compute Matrix Inverse. Matrix Inverse as a functionality can be used to solve a Multi Linear Regression Problem in Anaplan. Using Matrix Inverse, we are going to solve the following Multi Linear Regression equation: Y = b0 + b1x1 + b2x2 + b3x3 +…
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RESTful API How To
You can interact with the data in your models using Anaplan's RESTful API. This enables you to securely import and export data, as well as run actions through any programmatic way you desire. The API can be leveraged in any custom integration, allowing for a wide range of integration solutions to be implemented. Completing…
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User Access Management: Part 2 - This is how we do it
At Anaplan, we are using Anaplan internally for many of our business processes; this is how we set up our User Access Management. Note that the examples here leverage the Bulk API for adding new users to models. If you have enabled the tenant-level option to Manage users in Administration only, then you will need to…
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How does Authentication with CA Certs work?
Why CA Certs? The purpose of this blog series is to give a deeper look on the use of Certificate Authority (CA) Certificates, especially on how this method of authentication works and how to use them for your different integrations. A Quick Recap On Anaplan APIs Authentication We recommend our readers to have some basic…
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OEG Best Practice: Data integration decision app
We built this app to make getting started on your Anaplan data integration journey simple with a quick questionnaire and helpful information and links. A common question that arises during Anaplan implementations (or even after go-live) is "How can I automate data feeds into and out of Anaplan?" While the ultimate decision…
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PlanIQ - Probabilistic forecasting using forecast quantiles
Probabilistic forecasts & forecast quantiles PlanIQ produces probabilistic forecasts. This means that PlanIQ algorithms output a distribution of possible values, rather than a single point forecast typically outputted by other solutions. This distribution can be divided into quantiles. Applied to forecasting, quantiles…
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OEG Best Practice: Formula structure for performance
Thinking through the results of a modeling decision is a key part of ensuring good model performance; in other words, making sure the calculation engine isn’t overtaxed. This article highlights some ideas for how to lessen the load on the calculation engine. Formulas should be simple; a formula that is nested, or uses…
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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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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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Anaplan API Live: Unlock the power of Anaplan APIs with this comprehensive instructional guide
Author: Anirudh Nayak is the co-founder of Elite EPM and an Anaplan Community Boss. Introduction Whether you're a model builder, a business owner, or an enthusiastic Anaplan user, harnessing the power of Anaplan APIs can be a game-changer. To help you on this journey, I am excited to introduce a new instructional guide in…
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The art of the possible: Predictive profitability
Achieving and maintaining predictive profitability is a common strategic imperative. Anaplan can help organizations with this strategic imperative more effectively manage and optimize their margins. Doing this effectively crosses finance, sales, supply chain, and marketing. Anaplan allows each part of the business to…
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Using Python 3 with the Anaplan API
* Getting Started * Authentication * Getting the Information Needed for Each Script * Uploads * Multiple Chunk Uploads * Single Chunk Upload * Imports * Exports * Actions * Processes * Downloading a File * Deleting a File * Standalone Requests Code and Their Required Headers * Get Workspaces List * Get Models List * Get…
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User provisioning
We know how good it feels when you start exploring Anaplan on your own. One very important area that needs special attention from you is the Users section in Anaplan. This is the section where you add users into Anaplan or remove users from Anaplan. There are other things as well that you can do in the Users section, but I…
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Calculate the difference between two dates (days/months)
Calculating the difference between two dates is a common requirement and one that you will likely need to do at some point. Below you will find the best practice for calculating the difference between two days, and the best practice for calculating the difference between two months. While there are multiple ways to get to…
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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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HyperModel: five tips to improve your experience
Are you considering HyperModel for your ecosystem, or have you recently deployed it? Fantastic! We've compiled a shortlist of the top five tips to help make kicking off your HyperModel experience as smooth as possible. Check out these top five tips to improve your experience: 1. Recognize that the Hyperblock has not…
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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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[Start Here] Anaplan Connect 2.0 and JDBC Connectivity
* What is Anaplan Connect? * What is covered in this article? * What is NOT covered in this article? * What pre-requisites do I need? * Deep Dive on Integration * Integrating with SAP HANA Cloud * Integrating with Snowflake * Integrating with Azure SQL Database * Integrating with Google Cloud (GCP) BigQuery * Integrating…
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How to prepare for the change to the default Modeling Experience - FAQs
What is happening? The New Modeling Experience will become the default experience in February 2023. It is replacing the Classic Modeling Interface but not eliminating Classic Dashboards or forcing you to use the UX Apps and Pages. What does that mean? Simply, the modeling interface is getting an update to the look and feel…
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[Part 2] Enhancing Anaplan Audit Log Data Extraction with a Streamlined Python Solution
The Anaplan Audit History project, consisting of several Python modules and a configuration file, works synergistically to streamline the process of fetching, formatting, and loading Anaplan audit log data into a preconfigured Anaplan Model. The project leverages the Anaplan REST API, the Python Pandas library for…
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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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Forward Cover Functionality
Summary Statement In the supply chain horizontal, you may be asked to calculate a forward cover in Anaplan. In this article, we modified a best practice suggestion from @nathan_rudman based on a question posed by @mikhivin about accounts receivable coverage which looks backward. See this post on count back for turnover.…
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[Part 3] Anaplan Audit History Data in an Anaplan Reporting Model
With Anaplan Audit, Enterprise and Professional level Customers can track audit events that occur in their Anaplan tenant. For the Anaplan Audit History project, we created a simple Anaplan reporting model and app to report on Anaplan Audit events in the Anaplan UX. Customers may download and use the Anaplan Audit Model &…
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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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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…
