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OEG Best Practice: Blueprint analysis: Model analysis techniques using Excel
What? A model analysis technique using metadata from your Anaplan model imported in to Excel, utilizing purpose-built formulas to identify line items of interest Why? We do this so that we have some extra information with which to arm ourselves when trying to optimize a model. It lets us look at every line item, apply the…
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[First Look] Tab Split View
Feature: Tab Split View Release Date: September 2022 Impact Assessment: Optional Change What is changing? A tab split screen (view) will now be available for both Workspace Administrators and End Users. This functionality is comparable to the undock feature in the classic experience. What are the benefits? With the tab…
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[First Look] Enhanced Object Search
Feature: Enhanced Object Search Release Date: February 2022 Impact Assessment: Quicker navigation & model building What is changing? The new Search functionality is a new and centralized way to explore model objects and simplify how you navigate throughout your models What are the benefits? A single search will find…
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[First Look] New Features in Modeling
Introducing new modeling features If you are looking for a brief overview of the new features available in modeling or the modeling experience, you have come to the right place. In this article, we will add links to new model building features and provide an overview of the essentials of the functionality. When possible,…
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Design: Utilizing all page types within a model
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OEG Best Practice: Import action management best practices
An import action section can quickly become disorganized, making ongoing management challenging. Learn why this happens and explore steps to take to prevent this from occurring. Import action section: why does it become disorganized? Anaplan saves every import action that you perform, no matter what. For a new build, the…
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Anaplan SCIM APIs in Postman
WHAT IS SCIM? System for Cross-domain Identity Management, is a REST and JSON-based protocol open standard created in 2011 that allows companies to securely automate the exchange of user identity data between an identity provider, such as OKTA or Azure Active Directory, and an enterprise SaaS application, such as Anaplan…
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Build: Data Write
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Design: Publish worksheets when appropriate
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Headcount alignment playbook
Table of contents: * Problem statement * Proposed solution * Stakeholders and responsibilities * Data sources and integration * Return on investment * Conclusion Problem statement Anaplan has had challenges getting our finance, human resources, and sales teams on the same page of what our headcount is and what our…
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Build: View Designer page creation actions
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Design: Utilize customizable hex color codes for your charts within the UX
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Build: Using custom views for flexibility
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Suppressing zeros in line charts
Problem statement Solution options Line item format setting: Zero format Chart configuration: Trailing zeros Suppressing all zeros in line charts with NaN Conclusion Additional resources/credits Problem statement Let's consider plotting a line chart for the following data set: For this example, I want to exclude zeros from…
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Updating an import source file
Introduction The process to update the source file for an import action is not obvious—but it is simple. There are a number of reasons you may wish to update an import source file, and I have listed some below: * Adding or removing fields from your source file and target list or module * Changing the format of specific…
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[Part 1] Validating user input in Anaplan: Approaches and challenges
Pros/cons of common approaches Common approaches: Examples Error logic User experience Example 1: Simple error messages Example 2a & 2b: Nested IF statement Example 3: Concatenation of multiple error messages Example 4: Separate errors for each line item Wrap-up of Part 1: Summary of common (sub-optimal) approaches…
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Personas: Rights management for Pages
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Automate current date import using Power Automate
As you all know, Anaplan cannot display the current time from a function, so it needs to be imported into a module by an import action. As described here it can be done via Python: Import and automate current date import to Anaplan. I would like to to show you an easier way of doing it when your organization has access to…
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Use Power Query in Excel to leverage the power of the Anaplan API
When working on our quality assurance items, we realized that one of the items that could go wrong in our regular data loads was that the lists loaded to our data hub could be empty. We had to figure out a way of monitoring this in a simple and straightforward manner. So, I decided to go for the combination of Excel and…
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Reports, Boards and Worksheets–When to use which?
* High-level view * Report * Board * Worksheet * Let's deep dive * What about other reporting options? * In summary [Updated July 2021 with the new Management Reporting feature] As you are embarking on the UX journey, you may ask yourself: When should I use a board? When should I use a worksheet? And, When should I use a…
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How to SUM using a dummy list
What is it? This article explains how to SUM, SUMIF, and use other aggregation methods using a dummy list rather than Anaplan’s native summary functionality. Why is it useful? Anaplan's native summary logic is simple to use, elegant, and effective. However, sometimes it results in bloated modules that use up workspace…
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Evolve your Anaplan ecosystem with enterprise governance
Center of Excellence Model Governance Workspace Architecture Data Hubs Data Integration Build & Manage Security In this article, you'll find resources to support evolving your Anaplan ecosystem with enterprise governance. This broad topic was covered in depth during Anaplan Live! 2022 — including focused discussion on…
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Transactional or Bulk: When to use which API?
* What are we talking about? * What’s the differencebetween bulk and transactional? * When to use Bulk API * When to use TransactionalAPI * What else can Transactional API do? What are we talking about? See our refresher here. Anaplan has a set of APIs that allow for a developer to programmatically interact in certain ways…
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10 things you didn't know about Management Reporting
Ready to leverage our new exciting Management Reporting feature? Here are 10 tips you may not know and can help you create magnificent reports: * Include a module in your text card configuration to link to your model periods, module dimensions or line-item data to make your titles dynamic. * With a simple right click after…
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UX transition workshop: Anaplan Live! 2022
In this article, you'll find UX transition key insights and actionable takeaways to apply in your specific context. As shared during Anaplan Live! 2022, we've curated a list of recommended resources from across Community to provide a consolidated view to support your UX transition journey. Refer to the attached…
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Get started on connected data architecture
In this article, you'll learn about the different integration options in Anaplan and discover how to leverage them to maintain and automate your ecosystem. Then, learn about data hub best practices and how to operationalize your connected architecture best. Here you'll find a consolidated view of useful links and key…
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OEG Best Practice: Implementation best practices: Leveraging personas
If you are transitioning from Classic to the UX, you may have read this article about our recommended methodology: U.S.E.R. (Understand, Sketch, Execute, and Repeat). One of the key concepts during the Understand phase is to really get to know your users. For this, we recommend a classic UX tool: Personas. Personas What…
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Build: Focus on your power users first
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Design: Create a style guide
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End user features: Using the content menu
