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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…
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Convert Values from a 445 Calendar to a Normal, Monthly Gregorian Calendar
Summary As a supply chain Anaplan modeler, you might be asked by finance to convert your 445-monthly forecasts into a normal, Gregorian calendar since their general ledger accounts are usually set up that way. This user-story will provide a solution using a one-year model that uses a 445-monthly calendar. This solution was…
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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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Changing the Sign for Aggregation
Use Case: In a lot of financial account hierarchies, costs are shown as positive numbers—but need to be subtracted from the totals. With Anaplan, this is easily achievable with line items. The line item formulae are as follows: * Margin = Sales – COGS * Profit = Margin – Costs This is a very simple example that is easily…
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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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OEG Best Practice: PLANS: This is how we model
PLANS PLANS is the new standard for Anaplan modeling—“the way we model.” This covers more than just the formulas and includes and evolves existing best practices around user experience and Data Hubs. It is a set of rules on the structure and detailed design of Anaplan models. This set of rules will provide both a clear…
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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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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…
