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Introducing Improved Anaplan DX: a browser extension for Anaplan Modelers
We at valantic are excited to share our latest development: Improved Anaplan DX, a browser extension designed to enhance your modeling experience and increase efficiency. Please see below for more details. The extension is now available in the Chrome Web Store (can be installed on Chrome and Edge): For any feedback,…
Assigning List item based on Text line items and looking up - COMPLEX
Hi Community, To give the backstory of this - I have a module, where I first import one data file into, with Loan-Hedge ID List) and line items as the dimensions. The second file I import is a similar one, also with Loan-Hedge ID (List) and line items as the dimensions. When importing the first file, these Loan-Hedge IDs…
Using the Anaplan Certificate with the Anaplan REST API: A Comprehensive Guide
If you're diving into integrating with the Anaplan REST API using an Anaplan Certificate, you'll need to know certain requirements. This post is a step-by-step guide to ensure a seamless connection using Python. If you'd prefer to avoid a programmatic approach to using your certificate, then please check out the CA…
Ability to Apply Filters before downloading Model History
Currently, If I want to check history to view some activity on a specific module or list, but I am not aware of the dates when that change took place, It takes forever for me to extract the history for downloading 'ALL' change history and locate that change. I face issues especially when the changes are too many and file…
[Part 1] Enhanced Reporting of the Anaplan Audit Log Summary
As organizations continue to embrace Anaplan's powerful platform for connected planning and decision-making, maintaining robust security and compliance measures has become increasingly essential. The Anaplan Audit Log serves as a critical tool in achieving these objectives, providing granular insights into user activities…
[Part 2] Enhancing Anaplan Audit Log Data Extraction with a Streamlined Python Solution
The Anaplan Audit History project, consisting of several Python modules and a configuration file, works synergistically to streamline the process of fetching, formatting, and loading Anaplan audit log data into a preconfigured Anaplan Model. The project leverages the Anaplan REST API, the Python Pandas library for…
Integrating Securely: Using the Anaplan REST API with Certificate-Based Authentication
In the ever-evolving landscape of technology, secure communication between platforms is paramount. The Anaplan REST API offers a robust way to connect and interact with the Anaplan platform, and one of the most secure methods of authentication is through certificate-based authentication. In this article, we'll delve into…
[Part 3] Anaplan Audit History Data in an Anaplan Reporting Model
With Anaplan Audit, Enterprise and Professional level Customers can track audit events that occur in their Anaplan tenant. For the Anaplan Audit History project, we created a simple Anaplan reporting model and app to report on Anaplan Audit events in the Anaplan UX. Customers may download and use the Anaplan Audit Model &…
Date Line Item using Min Summary
Hello I am using line item formatted as date with 6 level hierarchy. I am using summary as Min for the same. I am facing issues where if there is no date in my list P6, i am getting 12/31/2399 for all NonBlank list members. Please advise best way to handle it without doing any hardcoding. Regards MO
Anaplan History Extraction based on Specific Criteria
Hi Anaplan Team, We now only have one option for extracting history: selecting a date range. It will benefit all model builders and Anaplan workspace admin users who truly take part in model development if we can offer more options, filters, or criteria. History Extraction Options along with Data Range: based on a specific…
Event Registration - API Developer Virtual Meetup
Hi All Our first event for 2023 is right around the corner! Agenda: Welcome and Intro Update from the Anaplan team Demo Q&A Event times: AMER/EMEA: 25th July 09:00-10:00 (PDT) APAC/EMEA: 26th July 13:00-14:00 (SGT) We will record the sessions for those who cannot make the times listed Registration Steps: Register here ⇒…
Upcoming Event Dates - Demo volunteers
Hi all We're planning a virtual event for 25th/26th of July (invites to be sent soon). We're seeking for volunteers that would like to demo a solution they've built that incorporates the Anaplan APIs. The demo should be around 15-20 min. Please send me a direct message with your interest in presenting your solution to the…
How does Authentication with CA Certs work?
Why CA Certs? The purpose of this blog series is to give a deeper look on the use of Certificate Authority (CA) Certificates, especially on how this method of authentication works and how to use them for your different integrations. A Quick Recap On Anaplan APIs Authentication We recommend our readers to have some basic…
Schedule automated Anaplan notifications
As a Page Builder/Integration Administrator, I'd like to be able to schedule Anaplan native UX notifications. This would allow me to send native (instead of email) notifications to a set of users (hard-coded or lineitem-driven) about a predefined page. I'd like to be able to have different scheduling options, each being at…
Boolean with summary : "all", true for parent with no child?
Why is a Boolean line item with summary set to ALL true for Parent even when there are no child items? I noticed that a boolean line item was true for a parent in the hierarchy automatically if summary was set to ALL even if it had no children. Why is this so? I thought if summary is set to ALL the parent would be true if…
Line Items referenced in Saved Views
Show the list of saved views where the line items are used as filters or are referenced in saved views. This will greatly help in traceability for the model builder.
ALM syncing when multiple developments are happening
We have 2 developers working on the same model in different modules. One has completed his changes but the other is not ready to sync. Unfortunately you have to sync the whole model, and this means partial changes would then be synced. If the first developers' changes are urgent, waiting for a major change to be finished…
Asana is looking for a Product Owner Planning Systems
Come work for a great Enterprise Technology team, implement and support FP&A, Workforce and Territory & Quota planning. For more information about the role go to:
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…
Shortcuts for Anaplan in new user experience
Having in mind recent improvements in the way that anaplan is using new formula formatting and "inteli-sensne" like interface when using bottom formula bar, its so much wast that there is so few shortcuts inside anaplan. Some of them are not working at all with new experience (Ctrl+>, Ctrl+< - working only with anaplan…
Help me with this issue.
I have this two modules: AND I want to pull the territory ref ID sys/fil07 to the inp/ter01 so it would only show territories available for that employee, i have tried to do loots of formulas but they dont seem to pull it correctly, not sure if because inp/ter01 is made with subsets its messing it up or something is wrong,…
CloudWorks
Hi, I have just started using CloudWorks, it's a great Anaplan in-built tool for integrations and processes but does anyone have any idea how can we run subsequent process in it. for ex. I have a process A and process B in my model and I want to run in a manner that as soon as process A is complete, Process B should start…
Activity: Import Data into FP&A Model LVL2 Conclusion
I am trying to import the information from the INV05 Module but get items failing. This is my save view, how do i make for the G3 location list only show me the lowest level of information without the country and region? Thanks in advance
How to know a parent is selected
Greetings, We have a model where a Employee have territories assigned, each territory have accounts assigned. At the moment if we edit the end date of a territory the end date of the accounts stay the same. So i want to make a formula where if we mark the territory for edition , a boolean on the accounts gets active as…
A doubt in functionality of "ALL" function
Hii Community, Here, Source module contains Employees Dimension, Department and Country as List formatted Line Items and Bonus as Boolean format Line Item as shown below. Target module contains Country as Dimension and Employees with Bonus as a Boolean formatted Line Item as shown below. When I am using "ALL" Function here…
Production Data - Top level Can be Changed?
I have a scenario as follows: I have a List named "Product L1" which has been marked as production data. While I understand that structural changes can still be made to a list that has been marked as production data, I have noticed that the top level, which cannot be changed if the list has been marked as production data,…
Top 25 Anaplan features released in 2022
Authors: Misbah Ansari (@Misbah), Certified Master Anaplanner and CEO/Founder at Miz Logix and @WajidAli . Within this fast-pacing world, it is important for technologies to move even faster. Anaplan, being a leader in the Connected Planning world, released a plethora of changes and/or updates in 2022 to almost every…
How to Create Connection Between Anaplan and Power BI with API 2.0
Power BI is a popular reporting tool. One of the reasons is that in Power BI you can get data from different sources, and there is an increased interest of our customers and Anaplan builders to be able to import data from Anaplan. In order to make this connection, we developed a solution to set up the integration. It is…
Anaplan SCIM APIs in Postman
WHAT IS SCIM? System for Cross-domain Identity Management, is a REST and JSON-based protocol open standard created in 2011 that allows companies to securely automate the exchange of user identity data between an identity provider, such as OKTA or Azure Active Directory, and an enterprise SaaS application, such as Anaplan…
CloudWorks—This is how we use it, Part 3: The CloudWorks API
In Part 3 of our CloudWorks - This is how we use it series, we will introduce you to the CloudWorks API. This is typically for an audience comfortable with REST APIs concepts and programming. If you need a refresher on What CloudWorks is, see Part 1 or, for how to set it up, see Part 2. CloudWorks API will allow you to…

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