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Embedding accessible images
Author: Dave Waller, Principal Product Manager at Anaplan. Using certain modeling and page build techniques, it is possible to embed images across your UX apps in a way that provides alternate text for users who may be visually impaired or who may be using assistive technologies to announce on-screen elements. This article…
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End user triggering of workflow processes
Author: Dave Waller, Principal Product Manager at Anaplan. With the release of action button workflow triggers, customers have been able to apply Workflow to a raft of new use cases and business processes. End users are now able to instigate processes directly from their dashboards and UX pages, opening up the possibility…
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Creating more flexible export definitions in Anaplan
Anaplan exports, unlike imports, have no link to a saved view. However, there are ways to create Export actions that have more flexibility for future maintenance. After creating your view layout (using the view optimization best practices outlined in the Anaplan Polaris – View Optimization for Imports and Exports article)…
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Connected Planning with Salesforce x Anaplan
Author: Miki Sato is a Product Manager, Product Management Team (Data Management) at Anaplan. If your Salesforce data isn't driving real-time planning decisions, you're missing a critical link. This blog shows how connecting Salesforce and Anaplan — via no-code tools, embedded dashboards, or APIs — helps you turn frontline…
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Unlocking the power of Anaplan XL reporting: A video guide to using Anaplan XL
This article lists the videos available within the Anaplan XL tutorial series. Anaplan XL Reporting simplifies report creation, reduces manual effort, enhances security, and ensures reporting accuracy and efficiency. These videos delve into different aspects of Anaplan XL to help you get started with how to use the…
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Anaplan Polaris – View Optimization for Imports and Exports
This article is part of a series on Polaris best practices. Click here for more Community content or visit Anapedia for detailed technical guidance. This article explores how to optimize saved module views within the modeling experience, with particular attention to data import and export processes. We’ll revisit essential…
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The power of the ‘No’ version approach in Anaplan
Author: Hanwen Chen is a Certified Master Anaplanner and Professional Services Sr. Manager at Anaplan. Over the years, working closely with Anaplan customers across industries, I've been called in to diagnose and fix struggling models — often in crisis mode. Time and again, one particular design pattern surfaces as a major…
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How Anaplan powers reliable reporting
Author: Miki Sato is a Product Manager, Product Management Team (Data Management) at Anaplan. Inconsistent KPIs, scattered data exports, and disconnected BI tools slow down business decisions. This blog highlights how Anaplan’s data and modeling capabilities — especially through Data Orchestrator (ADO) and Polaris…
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Announcing a new chapter in the Planual!
Chapter 8: Anaplan Data Orchestrator is now live! Learn best practice rules for connecting and transforming source data, organizing and cataloging Data Orchestrator objects, and integrating Data Orchestrator into Anaplan models. There are four sections that make up Chapter 8: Connect: review important rules pertaining to…
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ADO: Moving beyond data hubs to planning-aware integration
Author: Miki Sato is a Product Manager, Product Management Team (Data Management) at Anaplan. Legacy approaches to data integration — manual scripts, standalone hub models, or general-purpose ETL tools — often introduce complexity, delay, and governance risk in Anaplan environments. Anaplan Data Orchestrator (ADO) offers a…
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How ADO is enabling smarter and faster decisions with built-in data transformation
Author: Reena Sethy is a Principal Product Manager at Anaplan. In today’s rapidly changing business scenario, organizations need the ability to make faster, accurate decisions to stay relevant. As organizations grow, their data landscape often becomes quite complex and disparate. This makes it more difficult to derive…
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Iterative Development in Polaris
This article is part of a series on Polaris best practices. Click here for more Community content or visit Anapedia for detailed technical guidance. As Anaplan solution architects and model builders begin to develop in Polaris, it's important to consider how you approach the development workflow. In Polaris the upper limit…
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Anaplan Polaris – Understanding Blueprint Insights and Optimizing for Populated Space
This article is part of a series on Polaris best practices. Click here for more Community content or visit Anapedia for detailed technical guidance. In this article, we’ll focus on understanding the blueprint columns in Polaris in more detail, and how we can use them to optimize formulas. Polaris Blueprint Insights When…
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Anaplan Polaris – Blueprint Insights
This article is part of a series on Polaris best practices. Click here for more Community content or visit Anapedia for detailed technical guidance. In this article we’ll review some of the blueprint insights available to help you optimize and improve efficiency in your Polaris models. Blueprint Insights defined Polaris…
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Anaplan Polaris – Populated Space
This article is part of a series on Polaris best practices. Click here for more Community content or visit Anapedia for detailed technical guidance. This article introduces the idea of Populated vs Empty Space and outlines why it is a key factor to keep in mind when building in the Polaris engine. Populated Space defined…
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Anaplan Polaris – Natural Dimensionality
This article is part of a series on Polaris best practices. Click here for more Community content or visit Anapedia for detailed technical guidance. Natural dimensionality defined Natural dimensionality can be defined as the inherent and most appropriate number of dimensions (aka “lists”) needed to accurately represent a…
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Unlocking the power of Polaris: A guide to efficient model building
This article is part of a series on Polaris best practices. Click here for more Community content or visit Anapedia for detailed technical guidance. Polaris is Anaplan's next-generation calculation engine, designed for highly dimensioned calculation at scale. It represents a paradigm shift in the ability to model business…
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Migrating a model from Classic to Polaris
Author: Mike Henderson is a Principal Solution Architect at Anaplan. There is growing interest in taking existing models that operate in the classic (Hyperblock) engine to Polaris. There are a variety of reasons motivating the move such as workspace optimization, accommodating natural model growth over time, and…
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The beauty of simplicity: any level of selection in a hierarchy
Author: Hanwen Chen is a Certified Master Anaplanner and Professional Services Sr. Manager at Anaplan. Use case This is an interesting use case. One of our customers wanted to be able to include/exclude any list item/member in any level of a hierarchy to/from a group. The customer calls the group “Domain”. Domains are used…
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Adjusting CloudWorks Integration Schedules for Daylight Saving Time (DST) Using Postman
Intended Audience Level of Difficulty: Intermediate Requires familiarity with APIs and Postman Resources Required: Internal Expertise: IT Developer / API User Tools Needed: Postman, CloudWorks Access Requirements: CloudWorks, Postman, Anaplan Integration Admin Estimated Level of Effort (LoE): Low Approximately 1-2 hours…