Technical guidance from our internal experts
Our Best Practices section includes thought-leadership, technical guidance, and step-by-step tutorials written by our internal experts, such as our Operational Excellence Group (OEG). Don't be afraid to comment and ask questions!
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…
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…
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…
* 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…
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…
Before making business decisions based on PlanIQ forecast results, you should assess the expected performance of the forecast predictions in the real world. It’s important to evaluate forecast performance at the outset of your project as well as on an ongoing basis. Also consider that a range of factors unique to your…
* Prerequisites * Getting started * High level process * Recommended usage * Script walkthrough * Section 1: Libraries * Section 2: Logging configuration * Section 3: SCIM API configuration * Section 4: Authentication * Section 5: Parse CSV file containing Users * Section 6: Call the SCIM to perform the selected operations…
* 1. Which users do you want to remove? * 2. What do these users currently have access to? * 3. What level of removal do you need to perform? * 4. How will you go about removing the users? * Users tab * User administration * SCIM API Script * Conclusion * Additional resources There are several things to consider when…
Feature: Formula Autocomplete Release Date: November 2022 Impact Assessment: Ease of Modeling - Not Optional What is changing? The autocomplete functionality is a new way to build formulas that automatically searches for matching functions, modules, line items, lists, and list properties as you type. What are the…
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…
A customer recently asked me, “What ease of use features are available in the Anaplan user experience (UX) to help drive end user adoption and engagement?” The customer was about to roll out Anaplan to a large number of first-time Anaplan stakeholders and wanted to do everything possible to ensure excellent end user…
It looks like you're new here. Sign in or register to get started.
These resources delve into best practices for modeling in Polaris to help you build more efficiently and effectively.