Best Practices

[Start Here] Anaplan Connector for Informatica Cloud – Part 1: The Basics
Welcome to the basics of the Anaplan Connector for Informatica Cloud. What you’ll find here is a quick overview of the connector before we get to the fun stuff: best practices, use cases and tips and tricks! You’ll find notes on what the connector for Informatica Cloud is, who it’s for, and use cases to give you a taste of…
Easily Get Current Date Using CloudWorks
Almost any model builder has had to come up with a solution to get the current date in Anaplan. We used to build integrations and use API for that. @JaredDolich posted a great article about using python for getting today's date. But this approach has some cons: * You must learn to code or involve someone who can do it.…
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…
[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.…
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…
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…
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…
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:…
[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…
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?…
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…
Management Reporting - How to handle Icons and Shapes
With Management Reporting, creating visually appealing reports is even easier. Find below our recommendations to handle icons and shapes in your reports to make them "pop". Icons There are a lot of websites providing free or subscription-based icons available for download and some even allow to change the colors and…
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…
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…
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…
[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…
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…
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…
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…
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…