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Unlocking High-Efficiency Data Uploads in Anaplan: A Multithreading Approach
In cloud-based business planning, the ability to swiftly and effectively upload large datasets is an important aspect of maintaining up-to-date planning. This post introduces the concept of multithreading to enhance data upload speeds to Anaplan significantly. This approach, however, is specifically tailored for data…
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[UPDATED] Summary Calculations with the User List
Author: Rob Marshall, Director of Architecture and Performance at Anaplan, Operational Excellence Group (OEG). Prior to the February 2024, users were not allowed to use aggregation functions (SUM, ALL, ANY, AVERAGE, FIRSTNONBLANK, LASTNONBLANK, MAX, MIN, RANK) when having the Users list in a module because the system could…
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PlanIQ and related data
Author: Evgy Kontorovich, Sr. Director Product Management at Anaplan. Background Customers are frequently wondering what can be used as related data. When thinking about related data, we can think about different types of “internal” time dependent inputs: Historical and future promotions Stockouts Price fluctuations…
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Setting up a process to remove inactive users
Author: Kay Kuang is a Certified Master Anaplanner and Principal Data and Insights Architect at Anaplan. Actively managing the users list to keep the list small and to keep only users who need access to the model will make the model go a long way. The users list can have a big impact on the model's performance — especially…
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Manage inputs to Management Reporting
Author: Kay Kuang is a Certified Master Anaplanner and Principal Data and Insights Architect at Anaplan. Management Reporting is a great dashboard type in Anaplan. It looks clean, professional, and provides a familiar PowerPoint look to people while it is powered by the live data from the Anaplan model. It is a wonderful…
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Use fake week to replace default week calendar
Author: Kay Kuang is a Certified Master Anaplanner and Principal Data and Insights Architect at Anaplan. Some businesses run their planning or operations by weeks. However, setting the Anaplan model default Calendar Type to Week format can be inconvenient. For example, converting dates to monthly format can sometimes be…
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Creating a Data Integration Schema for your Models
A data integration schema describes the integration and flow of data across systems. It will typically consist of a combination of diagrams, tables, and other visual components that provide the ability to quickly understand the flow of data. In an Anaplan context, a data integration schema outlines the movement of data…
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Bi-directional Integration: Bridging Workday and Anaplan
Intended Audience Level of Difficulty: Advanced Requires an experienced developer, solution architect, or data engineer Resources Required: Internal Expertise: Data Engineer/IT Admin/Integration Admin Tools Needed: Anaplan Connect, SQL Database, Text Editor Access Requirements: Database access, Anaplan model/s Estimated…
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Set up Aligned DCA and Selective Access Management
Author: Kay Kuang is a Certified Master Anaplanner and Principal Data and Insights Architect at Anaplan. On a list level, you can use two ways to manage the access: Dynamic Cell Access (DCA) and Selective Access. There are benefits and limitations for both approaches. I'd like to share an approach that could leverage the…
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How to review models and applications to drive improvement
Author: Andrew Martin (@andrew_martin_1), Operational Excellence Director at Anaplan. Overview Many stakeholders ask this question for different reasons. Examples include: A CoE leader needing comfort that best practices have been followed in the build A Solution Architect seeking affirmation that the architecture is the…
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Data distribution design from Data Hub to multiple spoke production models
Author: Hanwen Chen is a Certified Master Anaplanner and Principle Solution Architect at Anaplan. Use case You may have encountered a situation on your Anaplan project where the model size is too big when you try to load data from different business units (BUs)/GEOs/product groups in a Data Hub into a single spoke model.…
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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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Anaplan's Authorization Code Grant API Flow: A Seamless App-to-App Authentication Option
In the realm of contemporary application development, achieving seamless authentication is paramount for delivering an exceptional user experience. Anaplan, a prominent player in the realm of planning and performance management, presents a flexible and robust solution for enabling resource authorization between Anaplan and…
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Anaplan's Device Grant API Flow: A Seamless Machine-to-Machine Authentication Option
In the world of modern application development, seamless authentication is key to providing a smooth user experience. Anaplan, a leading platform for planning and performance management, offers a versatile approach to authentication through its Device Grant API Flow. In this blog post, we'll explore the Device Grant…
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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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OEG Best Practice: Using Anaplan Connect with OAuth
How to Use Anaplan Connect with OAuth Authorization Anaplan Connect is a powerful command line interface that allows you to automate your Anaplan environment, enabling seamless data integration and synchronization between Anaplan and other systems. While Anaplan Connect offers various authentication methods, including…
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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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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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How to Configure Salesforce for Integration with Anaplan CloudWorks
The integration between Anaplan CloudWorks and Salesforce will no longer be offered as a part of CloudWorks. We are focusing our efforts on Salesforce integration in the Data Management System (DMS) due to be released later this year. Please check back with further updates.
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CA Certificate Quick Start Guide using Sectigo
Creating an Anaplan CA Certificate using the Sectigo Personal Email Security (S/MIME) certificate involves several steps. Here's a quick start guide to help you through the process: Step #1: Purchase the Sectigo Personal Email Security (S/MIME) certificate from Sectigo's website. You can find it here. The cost is $15 for a…