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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…
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OEG Best Practice: Time range application
If you have a multi-year model where the date range for different parts of the model varies (for example, history covering two years, current year forecast, and three planning years), then time ranges should be able to deliver significant gains in terms of model size and performance. But, before you rush headlong into…
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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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[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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Hosting Images on Google Drive, Box, or Sharepoint
* What is Visual Reference? * Image Hosting * Google Drive * Box Folder * SharePoint * Imgur What is Visual Reference? Visual reference while planning can be a very powerful tool. The human brain processes image 60,000 times faster than text, and 90 percent of information transmitted to the brain is visual. Since we are…
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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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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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CloudWorks—This is how we use it, Part 4: Using CloudWorks APIs with AWS Lambda
In Part 3, we described the procedure for using CloudWorks APIs. But the main question would be, how can we use them? Indeed, we can find that having a dedicated screen in Anaplan itself is already a major step forward. And it surely addresses most of the future needs. Nevertheless, in our strive to open our platform as…
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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…
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Anaplan Connector for Informatica Cloud – Part 2: Design Guidelines
If you need a refresher on the Connector, read our Part 1 - Start Here article. What is covered in this article? Standard practices on building integrations using Anaplan Connector for Informatica Cloud (Hyperconnect). What is NOT covered in this article? This article does not cover training on building, executing, and…
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Python and Anaplan: Pt 1—Setting Up Your Environment
Combining a scripting language such as Python with Anaplan can provide you and your team greater flexibility and functionality in your planning journey. If you've never used Python before, or want to check out some different ways and use cases of Python and Anaplan, look no further—this series of articles will introduce…
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Python and Anaplan: Pt 2—Anaplan Model Registry Case Study
Welcome back to the second article of our Python and Anaplan series! If you're joining us for the first time, please see Python and Anaplan: Pt 1—Setting Up Your Environme... - Anaplan Community for help setting up your environment. What's best next—start using your Python environment in a real and useful scenario. With…
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DocuSign Connector: Part 3 - 5 tips and tricks you didn't know about the DocuSign Connector!
* 1: Set Signing Order First * 2: Use Saved Views to your Advantage * 3: Use 1-Dimension Output Module * 4: Use Flat Lists * 5: Do not use 'List' format Before we get started, if you need a refresher on the DocuSign Connector, go here, and if you want to leverage Anaplan, DocuSign and Box, go there. The Anaplan DocuSign…
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DocuSign Connector: Step 2 - Layering in Box
* Phase 1: Setting up Box * Step 1: Set-up your Box Folders * Step 2: Format all Folders * Phase 2: Setting up DocuSign * Step 1: Add a Box Recipient Layer in DocuSign Workflow * Phase 3: Setting up the Anaplan Model * Step 1: Update Model Logic * Step 2: Add the Box Layer Line Items into your Output modules * Phase 4:…
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[Start Here] Anaplan Connector for DocuSign – Part 1: The Basics
Welcome to your introduction to the Anaplan Connector for DocuSign. What you’ll find here is a quick walkthrough of the DocuSign connector, where we’ll quickly cover the basics of what the DocuSign connector is, who it’s for, and a quick discussion of some popular use cases for it. Let’s get started. What is the Anaplan…
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CloudWorks–This is how we use it - Part 5: Model-to-model
If you need a reminder on CloudWorks; go here. Why we are excited With the new CloudWorks release comes a long-awaited feature: “model-to-model" (or M2M) actions. Until now, you had 2 options to automate Anaplan-to-Anaplan flows: Implement a third-party tool such as Anaplan Connect (requiring a server that can run Java) or…
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Building a Chat Bot - Part 1: using AWS
* What is covered in this article? * What is NOT covered in this article? * What pre-requisites do I need? * Introduction * Using Anaplan APIs on AWS Cloud * Authentication * Create a role * Python Code * Examining the code * Best Practice: Information encryption * In summary What is covered in this article? First of…
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OEG Best Practice: Management Reporting: 5 Best Practices to make the most out of your reports
* 1. Design an attractive cover page * 2. Spacing and layout * 3. Text hierarchy * 4. Visuals * 5. Color * Other cool examples... Find here our recommendations on Best Practices for Management Reporting: 1. Design an attractive cover page When designing a cover page, the main elements you want to include are: Title The…
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Bridging Versions With Waterfall Charts
General Requirement For a set of measures, end users want to be able to choose any two versions and see the calculated variances between them. They also want to see a visualization in the form of a waterfall chart that explains the difference between the selected versions. Problem Statement Let’s say we have a summary…
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How to create a time filter module
This article provides the steps needed to create a basic time filter module. This module can be used as a point of reference for time filters across all modules and dashboards within a given model. The benefits of a centralized Time Filter module include: * One centralized governance of time filters * Optimization of…
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[Start Here] CloudWorks—This is how we use it, Part 1: The basics
Welcome to this three-part series: CloudWorks—This is how we use it. Here we will help you understand why and how to use CloudWorks, covering the basics, setup, and APIs. Let's begin with Part 1: The basics What is CloudWorks? CloudWorks simplifies the data integration process, allowing end users to easily access the data…
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[Start Here] Anaplan APIs in a Nutshell
* What is covered in this article? * What is NOT covered in this article? * What pre-requisites do I need? * Introduction * Authentication * Integration API * Bulk API * Transactional API * CloudWorks API * Application Lifecycle Management (ALM) API * Audit API What is covered in this article? High level description of…
