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Design: Create a style guide
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End user features: Using the content menu
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Design: Review, review, review
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UX Designer Profile
Mature Anaplan customers have an increasing focus on designing dashboards and apps that create a positive user engagement. Enter — the critical role of the UX Designer UX Designers begin with the end in mind. Their goal is to create a seamless experience, often across multiple Anaplan models, improving the usability of…
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Workspace management
This article introduces basic workspace concepts, provides recommendations on how to structure workspaces, and offers tips to help organize and reduce workspace size. Workspaces are a combination of a single or multiple models. Workspace size is the total of all models in a workspace, excluding archived models as archived…
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Calculating levels in a hierarchy for dashboard filtering
Summary This article describes the technique to dynamically filter specific levels of a hierarchy on a dashboard, and provides a method to select and visualize hierarchies on a dashboard. Details This article explains how to configure the calculation of the level of a list in a hierarchy in order to apply specific…
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Setting production lists
*Content reviewed for accuracy June 2020 Making sure that production data lists are correctly marked within a model is a key step to setting up and using Application Lifecycle Management (ALM). This guide will provide a solution to how someone can make revisions to their model to allow for the tagging of a list as a…
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CloudWorks—This is how we use it, Part 3: The CloudWorks API
In Part 3 of our CloudWorks - This is how we use it series, we will introduce you to the CloudWorks API. This is typically for an audience comfortable with REST APIs concepts and programming. If you need a refresher on What CloudWorks is, see Part 1 or, for how to set it up, see Part 2. CloudWorks API will allow you to…
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PlanIQ for forecasting
PlanIQ provides us with an easy-to-use and intelligent time series forecasting tool. It integrates with the Anaplan platform and incorporates advanced machine learning and statistical forecasting algorithms. In this article, I explore functionalities that PlanIQ offers using a sample data set and the preparation steps…
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Anaplan CloudWorks API and Azure Logic Apps
* Use case: event-based triggering * Building a Logic App * Technical flow * Special focus * Conclusion You’ve already had a flavor of using Logic Apps with Anaplan API in this article, thanks to my colleague Sean Culligan. In this post, we will do something slightly different by using Anaplan CloudWorks API with the…
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Personal dashboards tips and tricks
Personal dashboards are a great new feature that enables end users to save a personalized view of a dashboard. To get the most out of this feature, here are a few tips and tricks. Tidy up dashboards Any change to a master dashboard (using the Dashboard Designer) will reset all personal views of a dashboard so before…
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Extracting data from Anaplan with Qlik Sense
So you finally did it – you joined the Anaplan Community. So many possibilities just opened up in front of you when it comes to connected planning and finance, but what about analyzing and visualizing your data? Well, no need to worry about that because Qlik has that part covered. In today's article, we'll be talking…
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A primer on Anaplan integration using Azure Logic Apps
Introduction With the release of Anaplan Cloudworks, this flow may be better addressed via a blob storage connection in Cloudworks, or with a combination of a Cloudworks flow and a post request to the Cloudworks API. My colleague @christophe_keom published a guide covering this topic. In my case, I wanted my flows to run…
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Using saved text strings to speed up blueprint configuration
This is an addition and update to a existing community article using similar methods now in the latest modeling experience. As a model builder, you have to define line item formats over and over. Using saved text strings, you can speed up the configuration of modules. When you add a new Line Item, Anaplan sets it by…
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How to automate subsets
How to ensure your Center of Excellence keeps on top of subset management One of the easiest things that can go wrong in a model is when subsets get out of sync. In larger models you may have multiple subsets on large lists and keeping track of them all can quickly become very difficult. For example, what happens when…
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How To Convert Infinity, -Infinity, NaN to Zero Value
Sometimes in the numeric formatted cells, as a result of various calculations, it is possible to have returned as a result the Anaplan special numbers: Infinity, -Infinity, or NaN (Not a Number). If the numeric line item with this issue is also an input for other formulas, the final result could be altered. To solve this…
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[Start Here] - Management Reporting
Welcome to this article on Management Reporting, our exciting new feature for the UX! Ready? Let’s go! What is Management Reporting? Management Reporting allows you to create highly formatted, customized slides to deliver key insights and clear reporting to your organization using the new presentation mode in platform.…
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Overview of Anaplan Data Integration Options and Which is Right for You
* Manual Import/Export * Anaplan Connect * CloudWorks * REST API * Anaplan HyperConnect * MuleSoft, SnapLogic, Boomi, and OneCloud * Power BI, Tableau, and DocuSign * Anaplan Tab in Salesforce.com * Conclusion Anaplan offers various ways of integrating data into the platform. The decision of how to import and export data…
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OAuth - Part 3: Third-Party Applications
If you need a quick recap on getting started with OAuth and a Use Case illustration, click here and there. What are we talking about? Historically if a customer wanted to build a software application that interacted with Anaplan, a service account would need to have been used to authenticate into Anaplan. I will be…
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OAuth - Part 2: Illustrated Use Case
Now that we are more familiar with the concept of OAuth, let’s see it in action. Adding a new way to connect to Anaplan and get an access token Now that we know more about the Refresh Token, we can imagine a customized script using OAuth information for as long as the token remains valid. In those scenarios, you might want…
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[Start Here] OAuth - Part 1: The Basics
* What is available today? * What are the key benefits from OAuth? * How do OAuth works? * How to leverage the OAuth protocol? What is available today? Up until the release of OAuth support, when it came to integration, Anaplan supported 2 different methods: * Basic Authentication: Scripts and other tools whose purpose is…
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OEG Best Practice: Card templates: Some best practices
Why use them? When building out your apps in the UX, there are often instances where there is a requirement to replicate a card on multiple pages. For example, you may want to surface a grid card displayed in full on a board as an additional insight into the primary grid on a worksheet. Similarly, KPI cards could be useful…
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Building a Chat Bot - Part 1: using GCP
* What is covered in this article? * What is NOT covered in this article? * What pre-requisites do I need? * Introduction * Using Anaplan APIs on GCP * Authentication * Secret Manager * Create a Google Cloud Function * Examining the code * Best Practice: Information encryption * In summary What is covered in this article?…
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ALM APIs: This is how we use it
Application Lifecycle Management APIs (ALM APIs) were released earlier this year, and their purpose is to make model change management more scalable, automatable, and integrate with other systems. We have seen the ALM APIs being leveraged in 3 distinctive ways: * to orchestrate and run multiple model deployments (model…
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Decoding Anaplan Errors in Model Building
Anaplan is a very smart and intelligent platform, and it educates its model builders/developers brilliantly about the mistakes or errors made. Here are some of the common errors that may occur while model building—decoded. ERROR 1: Automatic Sum of “Module.Line item” over “List hierarchy” is not possible, as “List” doesn’t…
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Transactional API tutor
The purpose of this Transactional API tutor script based on Python is to facilitate the learning process of Transactional API Calls using the Anaplan platform. This version contemplates the most common Transactional API calls until November 09, 2020. Download the Python Script file using the file attachment located to the…
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OEG Best Practice: Top five design best practices for UX: Desktop and mobile
Follow our UX team's recommendations and guidelines to leverage the UX to its fullest potential. Desktop best practices Our top five: * Minimize time to decision * Progressive disclosure * Smart grouping * Help and guide * Consistency Minimize time-to-decision Focus on the outcome your users are attempting to arrive at and…
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[Start Here] Application Lifecycle Management–Part 1: The basics
While building in Anaplan, have you ever wondered how to make model building more efficient, stable for your end-users, and increase control over access rights and changes to model structure? Then you may think, how do I have that much structural control but still be agile enough to make quick modifications to my apps and…
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[Start Here] SCIM - The Basics
Are you using Central Identity Management (CIM) and want to connect Anaplan directly to your Identity Management System (IDMS)? Are you facing challenges with a Security audit? Would you like to add Anaplan to your corporate User Provisioning process? If any of the above questions describe even a part of your Anaplan…
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Plan better, faster; migrate to the UX!
Provide your users with a seamless, intuitive, modern experience for them to plan more efficiently in a collaborative way, at their desks or on the move. Present and distribute pixel-perfect, visually appealing reports to stakeholders. The Anaplan UX (formerly new UX) has been with us for over two years now. Since it was…
