-
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…
-
[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 &…
-
[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…
-
[Part 1] Enhanced Reporting of the Anaplan Audit Log Summary
As organizations continue to embrace Anaplan's powerful platform for connected planning and decision-making, maintaining robust security and compliance measures has become increasingly essential. The Anaplan Audit Log serves as a critical tool in achieving these objectives, providing granular insights into user activities…
-
[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…
-
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.…
-
[First Look] Create page
Feature: Create Page Release Date: 02/28/23 Impact Assessment: Tighter link with UX What is changing? A new button is available in the Pages interface called “Create page” that gives you the ability to create a page in an existing app. Once the button is clicked, a new tab will open that will allow you to setup and design…
-
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.…
-
OEG Best Practice: Anaplan Python OAuth Example
The Anaplan Python OAuth Example demonstrates using the Anaplan REST API with OAuth with device-based authorization. The code highlights how to generate a device_id, access_token, and refresh_token. Additionally, the code highlights a multi-threaded approach to request a new access_token while performing other,…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
Use categories to stay organized
-
Dynamic chart using line item subset
* Problem statement * Solution approaches * Selection on the chart * Using line item subsets * Step 1: * Step 2 * Step 3 * Step 4 * Conclusion Problem statement A customer from the banking industry recently posed this requirement: "As a reviewer, I want to compare different metrics. Some are absolute, and some are…
-
PlanIQ: Using a backtest window to assess performance
In almost all cases, computing forecast accuracy requires a calculation of the difference between forecast versus actuals. One of the best ways to approximate the future accuracy of the forecast is to use a backtest window. With a backtest window, you can simulate “what if” you had run a PlanIQ forecast with the data…
-
Build: Scrolling Sync
-
Design: Create consistency throughout your apps