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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…
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Automating Cloud to Predictive Insights Integration
Introduction The following document describes the steps needed to automate integration between cloud data sources and Predictive Insights using CloudWorks. In the document, we will use Amazon S3 integration as an example, but other cloud data sources are also supported. For simplicity, account data will be referred to, but…
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Demystify non-linear optimization: Episode 2
Episode 2: Changeover optimization In Episode 1, we discussed how to configure optimizer to evaluate IF-THEN logic and multiplication of two binary variables. In this episode, we will be discussing how to solve a changeover issue for the beverage manufacturer. Changeover on a production line happens when the production…
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Building a Chat Bot - Part 3: Interacting with Anaplan from Slack
Since you’ve reached this point, I believe it is useful to remind you what we achieved so far. In both Part 1 for AWS and Part 1 for GCP, we used both platforms in order to host a function that can generate a new token every time that you need one. This could be very helpful in any integration scenario that you can come up…
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[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…
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Predictive Insights (PI) - Model Tracking and Performance
Introduction Predictive Insights model performance tracking can be broken out into model tracking and model performance evaluation. The goal for both is to ensure that the model is performing as expected after being in use and is still relevant for the business use case it was built for. To so do involves looking at the…
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Predictive Insights (PI) - How to Refresh a Predictive Model
What is a Model Refresh? Predictive Insights (PI) leverages machine learning models to help users target their total addressable market more intelligently. The machine learning model uses historical account data alongside PI data to build knowledge on how to rank your accounts. Over time, the data set can change and the…
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Introducing the Optimizer Toolbox
What is the Optimizer Toolbox? The Optimizer Toolbox is a Model Builder’s reference guide that details common linear program constructions for themes such as allocation, scheduling, and time-phasing. Each theme is dissected in a sequence of modules that progress from simple to complex. For example, the “drawer” on…
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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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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…
