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OEG Best Practice: Formulas and their effects on model performance
Details of known issues Challenge Recommendations Performance issues with long nested formulas Need to have a long formula on time as a result of nested intermediate calculations. If the model size does not prevent from adding extra line items, it's a better practice to create multiple intermediate line items and reduce…
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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…
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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…
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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…
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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…
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OEG Best Practice: Anaplan Performance Triangle
Building well performing models is a balance between the complexity and functionality of a model versus the number of concurrent users. If you have seen software development / project management triangles, where scope, time and cost control quality, this will be familiar. It is a good way to show the constraints of any…
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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…
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Application Lifecycle Management for the User Experience
Application Lifecycle Management (ALM) enables your governance, development, and maintenance of Anaplan use cases. You can now work with ALM features in Anaplan’s User Experience (UX) to manage the lifecycle of your pages alongside that of your models. With the UX, you now build pages inside apps. Apps contain all the…
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Optimizer Inventory Rollover Exercise
Inventory Rollover setup is required to avoid circular references when using previous function and will allow for rollover within dynamic time construct that the Optimizer requires. Review and complete the Dynamic Time portion of the exercise prior to starting Inventory Rollover.
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Optimizer: Hands-on exercises
Now that we know what Optimizer is and how it can help your organization solve complex business challenges (quick reminder here) it's time to get under the hood and practice. We curated for you 3 different exercises based on different use cases; we also have an available E-learning course. Immersion Optimizer overview…
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[UPDATED] OEG Best Practice: Integration Scheduling in Anaplan CloudWorks
Introduction: Anaplan CloudWorks enables seamless data integration between Anaplan and other cloud-based applications. To optimize performance and efficiency, it's crucial to follow best practices when scheduling integration tasks. This article outlines recommended guidelines for creating integration schedules in Anaplan…
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PlanIQ - Deep dive on the algorithms under the hood
Baseline time series algorithms Advanced statistical time series algorithms Flexible local algorithms Neural network algorithms Summary Companies often develop plans and business strategies to drive decisions and actions around finance, operations, supply chain and other areas. They do this based on how they perceive the…
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Survey invitation: BPM Pulse 2023
As model contributors and Community members, your responses to the BPM Pulse survey will play a crucial role in shaping BPM Partners' annual Vendor Landscape Matrix for business performance management. Please note: this survey is exclusively open to customers, and the deadline for completion is Friday, May 5, 2023.…
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Anaplan Community ユーザー登録方法
皆さん、こんにちは! カスタマーサクセスの木村です。 今回はAnaplan Communityのユーザー登録についてご案内させていただきます。 Anaplan CommunityはAnaplanご利用者向けのサイトとなり、ユーザー登録していただきますと、Anapedia(機能仕様説明)/ベスト・プラクティス/Q&A/新機能リリースカレンダーに加えて e-Learningコースの受講(モデルビルダー)を行うことが可能となります。 Community内の様々なコンテンツを活用できますので、是非ともご登録ください! ↓ 登録手順をダウンロード ↓
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Variance Analysis With Native Versions Made Easy
When creating a model using versions, one of the first questions is, “Should I use Native Versions, or should I create a Custom Versions list?” Will I need to do version comparisons; do the comparisons need to be dynamic? With Native Versions, I can create another Variance version and create a formula, but a) it is not…
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OEG Best Practice: Filter best practice
Filters can be very useful in model building and are widely used, but they can come at the expense of performance—often very visible to users through their use on dashboards. Performance can also hit imports and exports, which in turn may lead to the blocking of other activity, causing a poor perception of the model. There…
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OEG Best Practice: Best practices for module design
Introduction Hopefully, by now you've heard of the D.I.S.C.O. methodology for model and module design, but do you fully understand how to put it into practice? D.I.S.C.O. is part of the wider P.L.A.N.S. standard for Anaplan model building and falls under the L for Logical. D.I.S.C.O. provides a logical structure for one to…
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Save incomplete changes when synchronizing in ALM
Imagine this scenario: You are in the middle of making changes in your development model and have been doing so for the last few weeks. The changes are not complete and are not ready to synchronize. However, you just received a request for an urgent fix from the user community that is critical for the forthcoming monthly…
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OEG Best Practice: Reduce calculations for better performance
Reducing the number of calculations will lead to quicker calculations and improve performance. However, this doesn’t mean combining all your calculations into fewer line items, as breaking calculations into smaller parts has major benefits for performance. Learn more about this in the Formula structure for performance…
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Easily Get Current Date Using CloudWorks
Almost any model builder has had to come up with a solution to get the current date in Anaplan. We used to build integrations and use API for that. @JaredDolich posted a great article about using python for getting today's date. But this approach has some cons: * You must learn to code or involve someone who can do it.…
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PlanIQ – Considerations Before Starting to Forecast
Before starting to forecast with PlanIQ, there are a few topics we recommend considering around the data, properties of the forecast, and forecast evaluation. While it is important to define clear goals for each forecasting scenario, PlanIQ's forecast accuracy will mostly be determined by the quality of the available data.…
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Demystify non-linear optimization: Episode 1
Prologue The Anaplan community has been facing more and more interesting optimization problem statements every day while they solve complex business problems. Business challenges often involve finding optimal assignments such as sales reps to customers, demand to production capacity, or workers to shifts – all while…
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Automatic DocuSign Workflows
The native DocuSign integration with Anaplan makes it simple to share information between Anaplan and Docusign, but the process to issue envelopes or track changes back in Anaplan can sometimes be quite manual and time-consuming as envelope counts begin to increase. This article will walk through a script to automate this…
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Building Anaplan CoE
After spending 6-7 years with Anaplan in different roles I would like to share some of my practical knowledge on setting up a CoE. In a series of videos I will try to help you ask the right questions that hopefully will help you with your CoE. The first one is on Anaplan being Business vs IT Asset. I am planning to talk…
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Production Lists and Ragged Hierarchies Logic
Assume the following Non-Composite list, ragged hierarchy, needs to be set to Production Data. We need to refer to the ultimate parent to define the logic calculation. In the example, we have assumed that children of Parent 1 and Parent 3 need to return the 'logic 1' value from the constants module below, and those under…
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Alternative Uses for the Management Report UX Page
Introduction With the addition of the Report UX page type, it is now possible to create highly formatted, customized slides to deliver key insights and clear reporting to your organization. As with many Anaplan features, our customers always come up with innovative ways to use this feature and this post will look at two of…
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Multi-select filters and their extension
If you are asked to name a few features which you use very often in Anaplan, there is a high chance that FILTERS will find its way to that list. There are so many places where they are used: saved views for imports/exports, report creation, calculations, and the list goes on. They are basically ubiquitous! Premise: Ability…
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When do your integrations require workspace administrator privileges?
Generally, you don’t need to have Workspace Administrator (WSA) privileges to run integrations; however, there are still some specific instances when they are required. This guide will provide an overview of when your integration user requires WSA privileges. Anaplan user types involved in integrations First off, let us…
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How to apply Conditional Formatting on multiple line items using one rule
I found this cool hack to apply similar conditional formatting to multiple line items by using just one rule! Generally, we need to make a line item for each conditional formatting or add one rule each line item which gets very tedious when there are more than 20, 30 of them. Here’s a simple yet effective hack to make this…
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Export Anaplan Data with Non-WSA User
A customer’s Anaplan COE needed to share planning data with an internal department. The solution below leveraged a non-WSA (Workspace Administer) user account with Model specific access and an Anaplan Connect script to deliver the required data. 1. Create a non-WSA user ‘service account’ as an Internal user, although this…