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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: 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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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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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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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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Matrix Inverse using Optimizer
In the following article, we will discuss how to use Anaplan Optimizer to compute Matrix Inverse. Matrix Inverse as a functionality can be used to solve a Multi Linear Regression Problem in Anaplan. Using Matrix Inverse, we are going to solve the following Multi Linear Regression equation: Y = b0 + b1x1 + b2x2 + b3x3 +…
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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…
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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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SCIM APIs: A Use Case to enhance your Central Identity Management (CIM) Process
Need a refresher on SCIM? Read our [Start Here] article! What is User Provisioning? Let's start with a reminder; User Provisioning is a process by which an individual is granted access to the Anaplan platform and assigned the model role that allows them to interact with the information that they are authorized to use. We…
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User Access Management: Part 3 - Practice makes perfect!
This is a detailed walk-through (and a downloadable link to a practice model!) that you can follow to get started on your UAM journey. Note that the examples here leverage the Bulk API for adding new users to models. If you have enabled the tenant-level option to Manage users in Administration only, then you will need to…
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User Access Management: Part 2 - This is how we do it
At Anaplan, we are using Anaplan internally for many of our business processes; this is how we set up our User Access Management. Note that the examples here leverage the Bulk API for adding new users to models. If you have enabled the tenant-level option to Manage users in Administration only, then you will need to…
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[Start Here] User Access Management - Part 1: Get Started
A foundational design element of any Anaplan model is User Management. This includes creating the design within the Anaplan model and app, as well as establishing the process for managing and maintaining access once users are active. The table below contains questions that are typically asked as part of the Foundations…
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Building a Chat Bot - Part 2: using Slack App and Ngrok
In our part 1 (for AWS or for GCP), we set up the foundations to build our grand project: having a chatbot interacting with Anaplan. By getting a new token at will, we will then be able to authenticate to Anaplan as many times as we need. We are still far from our main goal though. So, let’s continue! In today’s series, we…
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How to Interact With Anaplan Application Lifecycle Management (ALM) APIs?
* What is covered in this article? * What is NOT covered in this article? * What pre-requisites do I need? * Introduction * Anaplan Setup * Postman Setup * ALM Process * Step 0: Create Revision * Step 1: Take Target Model Offline * Step 2: Retrieve last revision from Target Model * Step 3: Retrieve syncable revision tag…
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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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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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Reducing Text Calculations
This article builds on and gives an effective method leveraging techniques and concepts spread across Anaplan. For further reading, please see at the end for those other articles, guidelines, etc. In addition, this article is written with the understanding that the problem that you are solving at hand has no other choice…
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Sync Multiple Production Models at Once Using ALM API
With the release of the new ALM APIs recently, I thought it would be useful to see a real-life use-case of how they can be leveraged. Oftentimes customers will have a single development model tied to multiple production models and when changes need to be pushed, the model builder must go into each production model to do…
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Allocation Using RANKCUMULATE
* Overview * Before You Start * Allocation Example * Business Problem * Module Overview for this Example * Setting up the CALC: RANKCUM Alloc Module * Evaluating the Results * Further Considerations For a refresher on the RANKCUMULATE formula, click here. Overview The purpose of this article is to demonstrate how to use…
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Anaplan Connector for Informatica Cloud – Part 3: Imports and Exports
* Informatica Anaplan Connector Standard Practices * Model to Model Imports * Executing a process with multiple import actions * Solution 1 * Solution 2 * API Based Metadata Usage * Scenario * Export Actions in a Process * Exporting Users LIST * Capture ERROR DUMPs * Error Dumps & Processes For a refresher on the…