Community Perspectives

Displaying your data as a Calendar view
Problem Statement Ever wonder how to display your data in a calendar format in Anaplan or simply just want to have a color-coded display based on a specific alert/indicator in a calendar form? Step-by-step guide We just need 2 simple lists Day of Week and Week Number to start with. Then we need 2 modules Day of Week…
Adding comments for individual cell in UX page
Hi All, Can we able to add comment on individual cell in Anaplan. For example: let's say I have added 62 and I want to enter some info about override forecast. If I have not able to enter the comments on single cell then how can I achieve this. One way is we can comment in the grid level even if I have added any comments…
Dynamic Display by Language Selection
Problem Statement Ever wonder how to display your data in a different language format in Anaplan or simply just want to cater to language display options based on user selection? Step-by-step guide We need all the lists that require translation to be defined and it is best to have modules with definitions of each language…
Community perspective: How to vary model inputs using optionality
Sandi Duffy is a Certified Master Anaplanner and Senior Finance Manager at Challenger Limited. With Anaplan, it is easy to run multiple scenarios within the same model by using optionality. A common use for this would be during the budget setting process. Say, for example, you have a budget model but would like to see what…
Community perspective: Anaplan user license management
What is an Anaplan user license? Users get access to Anaplan based on the model role provided to that user. From an Anaplan commercial perspective, each Anaplan user is consuming one active Anaplan user license. On a high level, Anaplan has the following three types of user licenses: * Model builder * Contributor * Viewer…
Community perspective: How to maintain corporate brand standards in Anaplan
Overview One responsibility of a marketing team is creating and regulating the corporate brand standards. Logos represent the most recognizable part of this tool kit, but the choice in color can be equally important when consumers are challenged with recognizing popular companies. McDonalds: Red & Yellow. Starbucks: Green…
Community perspective: Version compare and dynamic module line item description update
There are times when we need to generate output modules with the ability for version comparison. Although Anaplan has its own version comparison function, sometimes we need to build a dynamic scenario creation and comparison function. Please see Planual instructions for versions before proceeding with custom versions, as…
Unit Testing is for finding bugs, not show correctness
Architect, Builders; Having worked projects with hundreds of bugs, the natural question is how did this happen? The solution passes User Acceptance Testing means that it was adequately tested. This could be a paradigm shift for some in thinking about unit testing. Doing a quality job of it adds time to get a solution to…
Using a KPI card to sync monthly data with a year time selector without additional filters
This example demonstrates how a KPI card can serve multiple purposes to provide users with a dynamic descriptive title on a page while also avoiding the need for creating additional filtering to update monthly grid or chart cards where users require a Year Only selector. The example uses a KPI card, grid card, and chart…
Sustainability Centric Reads!
Hi All! I want to kickstart a thread of some good sustianbility-esque reads. Below are some outlets, websites, books, and podcasts that I recommend (or have been recommended to me) for diving into Sustainability topics. This of course is not exhaustive and I have not personally read everything on this list - it’s also…
Using stacked column and bar charts to display dynamic series data with a consistent color scheme
The following example describes how a stacked chart can be used to display a consistent color distinction between a client company and comparative companies within an industry. Anne’s Boutique is selected as the client company from the line item list selector Select My Company and presented in charts in royal blue color.…
Community Perspective: Introducing PlanaPY - A Python library for simplified Anaplan API integration
Author: Erik Schau, Senior Business Analyst, The Duckhorn Portfolio. Introduction As data-driven decision-making becomes increasingly essential for businesses, the demand for seamless integration with enterprise planning platforms is on the rise. Anaplan offers powerful APIs for developers to interact with its platform,…
Community Perspective: Using OAUTH2 to develop custom Anaplan connector for Azure
Introduction The release of OAUTH2 authentication for the Anaplan API opens the door to developing more native connectors across all the major cloud platforms. In this article, I explain how you can configure a custom connector on Azure for use in Logic Apps. The benefit of a custom connector is that you can expose all the…
Automating Cloud to Predictive Insights Integration
Introduction The following document describes the steps needed to automate integration between cloud data sources and Predictive Insights using CloudWorks. In the document, we will use Amazon S3 integration as an example, but other cloud data sources are also supported. For simplicity, account data will be referred to, but…
UX - Better Color Coding / Formatting
In the NEW UX we recently saw Format & Style modification modifications capacity. Its a great tools for Reporting nevertheless we could enhance the fonctionnality 1) Possibility to select specific line items to applies Format & Style 2) Possibility on Non Productive List to applies Format & Style to specific element. 3) It…
Community perspective: Automate List Nodes Selective Access
Consider the following situation: There are times when we need to enable selective access for flat list nodes. Although Anaplan has native Users settings tab to manage list nodes access but if the number of list items are huge then managing the security using Users settings tab becomes challenging. This article will cover…
Community perspective: Building two approaches to ragged hierarchy
In Two approaches to ragged hierarchy, I presented two ways to fix a ragged hierarchy into a balanced one. Now let's proceed with building based on these two approaches. 👀 Blueprints are included for your reference. Building Hierarchy - Loop20230207.xlsx 1. Common preparation Many platforms with a hierarchical structure…
Transactionnal API - Direct Query with JSON Line / Parsing ?!?
Hello, I am looking currently at the Transactionnal API. I see great usage associated to Transactionnal API reading function for direct reporting through third party tool (ex : POWERBI), which offer more thank BULK API. This call help you to direct query a view : Currently, the documentation show a limitation of cells able…
Community perspective: How to achieve multi-app accessibility from a single dashboard
As Anaplan moves forward, many companies are implementing Connected Planning across their entire organisations. This means that as the Anaplan implementation grows - multiple models or multiple functional areas across a single model- generally arise. This is currently being resolved through the use of multiple Apps to…
Community perspective: Flat-file Data Load - CSV Encoding Issues
Problem: In the same way we cannot load .txt files (usually tab-delimited) through a data load action originally created with a .csv (comma delimited file), trying to load .csv files with different encoding parameters can result in an issue too. This is the error message you will get in both cases (attempting to load a…
Community perspective: Time Settings impact on PERIOD function
When changing the model calendar or available time ranges beware of the unintended consequence on any PERIOD functions in your model. Here are the details on what caused a phantom issue at a customer and how we solved it. Problem While working with a customer to reduce model size we took a hard look at how they were using…
Community perspective: Smart Data Storage
We’ve all been faced with that question: to version or not to version. The requirements you face, together with your previous experience, will be taken into consideration to make that decision for each new model. But whatever route you decide to take, I think we can all agree that versions shouldn’t be used as storage.…
Community perspective: Performing FVSchedule Excel function in Anaplan
When searching for FVSchedule in Anaplan Community there was seemingly method for/content about this. There are always multiple methods to achieve the same result but this method has provided the required outcome and may be useful for anyone hoping to tackle an FVSchedule or similar calculation in Anaplan. What is FV…
Zoom in on Screenshots in Community Threads
Screenshots are essential to the community threads. They describe a problem or solution without having to spell it out word by word. On the old platform you were able to click on an image in a thread and zoom into it to read formulas, etc. On this new community ux, the images are embedded and not able to be zoomed in on.…
Community perspective: Version switchover management from UX Page with API
The Anaplan API offers many improvements to model management, which can help improve the data quality and make work more efficient by eliminating repetitive tasks, which are error prone. One area where I have found myself doing repetitive tasks is switchover management. Especially when dealing with multiple models it…
Community perspective: Add a timestamp to processes utilizing Anaplan API and Python
Anaplan is a critical tool for different business processes, and it is used to handle a variety of data. One key attribute for data quality is the timeliness and reliability of the data. It is a known best practice to use Data Hub for centralized data management and then import data to different spoke models. Even though…
Community perspective: Using Anaplan APIs with R
R offers different ways to consume the REST APIs. This article aims to provide a foundation to use Anaplan APIs with R. This article assumes you have installed R or RStudio IDE. To work with APIs in R, we need to install and load R packages. These packages contain functions that facilitate HTTP requests, manipulate and…
Community perspective: Central User Access Management
What is Central User Access Management? "Central User Access Management" is an Anaplan model through which we can maintain user access management for all the models within an enterprise. This is not readily available in Anaplan AppHub, but it is easy to create and maintain. This article will explain how to do it. Why we…
Community perspective: Monitor activity in your models using an action log
Model actions are a useful tool when it comes to automating routine tasks in Anaplan. They enable a wide range of applications such as data integration, list management, or model maintenance. To keep track of action-related activity in a model, we can rely on the Start Date and Time (UTC) column in the Actions pane: A…
Community perspective: RANK and row counts – Management Reporting with multiple lists
A common request within any planning project is to create well-formatted, standard reports for the business to consume. However, these aren’t always as simple to create as first thought. The Management Reporting capabilities within Anaplan produce great looking outputs. However, they require a fixed number of rows for each…

Community Perspectives

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