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Transactional APIs - Part 3: SQL Query Anaplan data using Transactional API via Data Virtualization
Here’s a sample transcript of conversations I routinely have with our customers who are new to Anaplan platform: * Customer: I have a need to query Anaplan ‘table’ and integrate Anaplan data to my database. Is this possible? * Anaplan: Certainly, using Anaplan Transactional APIs, you can query a saved view and output the…
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Impact of Model Archival on UX Pages–and the Workaround
If you have been using the current UX for quite some time you would have probably realized by now that models and apps are two different entities/sections within Anaplan, and they are not connected to each other by default—unlike Classic UX where dashboards were part of the same model and were always connected or attached…
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PlanIQ - Dealing with outliers
Outliers in time series data are values that differ greatly from the rest of the time series. Outliers can be caused by measurement errors, data entry errors, organic real occurrences such as seasonal effects and other reasons. Since outlier values could impact the accuracy of the predictions produced by forecast models…
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OEG Best Practice: Model cut-over checklist
Introduction There are many ways to go about building a new model or rebuilding an existing model. The most important piece is the proper transition and cut-over. This checklist is a starting point to help you begin gathering all impacts building or rebuilding a model will have on the Connected Planning Ecosystem within…
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PlanIQ - How to manage NULL values?
In real-world forecasting applications, it is common for datasets to contain null values, which represent missing values for specific points in time. There can be multiple reasons for the presence of missing values. For example, a transaction may not have occurred, or a device or service that monitors data may have…
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PlanIQ - Algorithm selection by item: mix and match your forecast
What is algorithm selection by item? Algorithm selection by item is the use of more than one algorithm to produce optimal forecasts across multiple items. Instead of using forecasts generated by a single algorithm for all items in the historical data module, where the algorithm is selected based on best overall performance…
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PlanIQ - New product introduction: all you ever wondered about starting your forecast from scratch
New Product Introduction (NPI) or Cold Start in time series forecasting is a scenario where forecasts should be produced for new items (e.g. new products, new SKUs) for which there is limited historical data, or no historical data at all. Items with no historical data In scenarios where the new items have no historical…
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PlanIQ - How to use item attributes to refine your forecast
Metadata attributes are static, non-time dependent categorical text features that describe the items in the historical time series data. Examples for attributes could be style, category, geographic location, size, item hierarchy level etc. The advanced neural network machine learning algorithms supported by PlanIQ can…
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OEG Best Practice: PlanIQ: Design and build your item list for forecasting
* What is the best practice for concatenation in Anaplan? * Step-by-step overview * Level 1 – code inefficient * Level 2 – code better * Level 3 – Code to use * Level 4 – Optimized code to use * How do we handle items with limited to no history? * Adding “Cold Start” Items Before diving in, if you need to refresh your…
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Anaplan Connect 2.0 - Approaches to Anaplan integration using On-Prem integration platforms
This article is the last one on our series about Anaplan Connect 2.0. To refresh your memory on Part 1 & 2, go here and there. There are several On-Prem integration platforms that are popular amongst Anaplan customers. These include Informatica Power Center, IBM InfoSphere DataStage, and Talend Studio. However, none of…
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Anaplan Connect 2.0 - Advanced Scripts
This article is the 2nd part of our 3-blogs series on Anaplan Connect 2.0. If you missed part 1, go here. Disclaimer:The scripts and examples in this article have been fully tested by our team, but they are not supported by Anaplan; if you have any issue, please use the comments below. Target Audience: Integration…
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[Start Here] Transactional APIs – Part 1: The Basics
Welcome! We’re so glad you’re here. We’re shining the spotlight on Anaplan's Transactional APIs and we’ve crafted this blog post to cover the basics like what it is, who is it for, and a high level overview of some use cases for them. Let’s get right to it! What are Anaplan Transactional APIs? Data integration is a key…
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[Start Here] - BYOK
Interested in securing your data? Anaplan's cloud-based encryption technology lets you encrypt and control any data in the cloud before incorporating it into your planning models. This blog presents a consolidated list of resources that will guide you in implementing Anaplan’s Bring Your Own Key (BYOK) technology. We…
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How to use Talend with CA Certs and Transactional APIs
In this article, we will illustrate an example of real-life scenario involving Anaplan's Transactional APIs with Talend and CA Certs. If you haven't already, we recommend to start your CA Certs journey here and then there. Pre-requisites * Talend Open Studio Knowledge * Anaplan REST API * REST API & JSON * Python…
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How to leverage sample codes to generate authentication strings from CA Certs?
This content has been updated. Please visit the following article:
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[Start Here] Anaplan Optimizer
In this series, we will teach you what Optimizer is, how it can help your organization solve complex business challenges, and when to use it. We will approach this in 2 steps: Where to start with Optimizer? (this article) How to setup Optimizer – hands-on exercises For territory assignment For transportation And more What…
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Run your integrations on Camel
Integration is one of the key implementations for most enterprise solutions. It involves connecting different applications and transforming a huge amount of data on a daily or ad-hoc basis. Different iPass tools are available in today's market to make the integration easy to use without any coding. They provide a good user…
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Understanding Errors and Rejected Lines When Importing Data Via APIs
The objective of this article is to provide a quick explanation on the responses that APIs can provide when an import is submitted, in particular regarding the dump logs generated. This content is suitable for Model Builders comfortable with APIs. * When Does an Import Create a Dump File? * Import in a Module * ‘Failed’…
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Reducing Saves in Data Hubs
Data Hubs typically include large lists or numerous lists; both contribute to longer save durations. Model saves block other model actions, so we want to reduce the frequency of saves as much as possible. Reduce the Frequency of Saves First, put the data hub model into Deployed Mode. Learn more here: Enabling and Disabling…
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Memory usage from text concatenation
We know that 2.02-04 Text Strings are bad for Anaplan models and that text functions and formulas using text are the slowest (slow in comparison to similarly-sized numeric formulas). One of the biggest contributing factors to the poor performance of text is the impact on the memory used by Anaplan. The following diagrams…
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Increase end user adoption with smart filters
* Problem statement * How do we solve this with smart filters? * Customer examples * How to model smart filters * Size and performance considerations * Upcoming functionality * Conclusion Problem statement Anaplan users are often moving from an Excel environment (with the flexibility to filter, search, and sort data…
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Anaplan Connect: Master Script
Prerequisites: * This article is designed for those more advanced with Anaplan Connect. * Utilizing CA Certificates is the best practice for Anaplan Data Integrations. The Master Script is best leveraged with CA Certificate authentication in the individual scripts for security purposes. If you would like to learn more…
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[Start Here] Power BI - This is how we use it. Part 1: The basics.
Welcome to the best practices series about the Anaplan Connector for Microsoft Power BI. This is the first of a three-part series designed to help you understand why and how to use the Power BI connector by covering the basics, the set-up, and a real use case. Let’s begin with Part 1: The Basics. What is the connector for…
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Power BI - This is how we use it. Part 3: Use Case - Leveraging Power BI Service.
Now that you know the basics of the Power BI connector and how to set it up, let us move to a real use case; Why using Power BI Service could help you to get the most of the Power BI connector? The blocking nature of exports When a user performs an export, the model is blocked from usage (entering or manipulating data).…
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Power BI - This is how we use it. Part 2: Setup [Updated March 2022]
[Update: March 2022 - Limit increased to 5GB] In Part 2 of our Power BI - This is How We Use It series, we're diving into how to setup the Power BI connector. Need a refresher on the basics of Power BI? See Part 1. Ready? Let's start. Anaplan export setup Anaplan connector for Power BI supports Export actions to extract…
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Managing frequent structural changes during development
Imagine the following scenario: You need to make regular structural changes to a deployed model (for example, weekly changes to the switchover date). You can make these changes by setting revision tags in the development model. However, you also have a development cycle that spans the structural changes. What do you do?…
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Import and Automate Current Date Import to Anaplan Using Python
Connect or Python Summary As a supply chain Anaplan data integration modeler, you might be asked by your business partner to display actuals for elapsed periods and forecasts for unelapsed periods. If you are not using the current period, which must be manually updated by a workspace administer, and you want to automate…
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Copy Branch Workaround for the User Experience
The ‘Copy Branch’ action hasn’t currently made its way onto the UX, so I was recently challenged to create a workaround. This is my relatively simple solution, which could be amended for “Assign” by deleting the items in the ‘copy from’ list once copied. It should be noted that it is not a best practice for users to run…
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Balanced vs. unbalanced hierarchies
One of the foundational elements of any Anaplan model is hierarchical lists. When creating hierarchies there are two basic choices: balanced or unbalanced. In this article, we'll look at the differences between balanced and unbalanced hierarchies, areas where they behave differently in Anaplan, and some questions to…
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User list subsets—a workaround
Dealing with the Users list has been pretty straightforward with Anaplan. All the users with access to the model come up in the module when used as a dimension. The Users list is handy when we need to set up end user-specific filters but, unlike general lists, Anaplan does not give us the ability to create a subset of the…