Community Knowledge Base

Advance your overall Anaplan knowledge and understanding

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…
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…
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)…
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…
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…
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…
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…
[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…
[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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
Transactional APIs - Part 2: Use Cases
* Introduction * Following use cases will be presented in this section: * How to retrieve id for a given dimension/list & list member from its name or code * How to retrieve allocated & consumed space for a Workspace & Model * Workspace Sizing Use case * Model Memory Usage Use case * How to retrieve permitted number of…
[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…
[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…
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…
How to leverage sample codes to generate authentication strings from CA Certs?
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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…
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…