
How to
How to
Discussion List
- The ordering of list subsets in Anaplan has always been an enigma to me, like a type of Anaplan acts in mysterious ways adage. I always thought, who am I to question the inner workings of our beloved …
- Anaplan models have pre-defined time settings that offer flexibility for scenarios such as: when fiscal and calendar timescales are both in the same model, tracking irregular weekly patterns, and roll…
- Anaplan model hierarchies follow a single structure where a parent rolls up to a single parent. Our flexible modeling structures allow you to map a child into a different hierarchy to meet your organi…
- With Anaplan, aggregation logic is additive to have a “natural” feel. For example, positive values are added to totals, while negative values are subtracted from said totals. However, there are some i…
- If your organization is currently utilizing a suite of classic dashboards, it is well worth looking to migrate your front end to the Anaplan UX. Not only will the modern, fresh looking presentation of…
- There are a lot of questions being asked about Anaplan's latest UX (formerly NUX) and its usage. Although there are fantastic recordings available on Community and enough material on Anapedia, the goa…
- After the November 14th platform update, Switchover, Edit From, Edit To, and Notes will no longer be updated via an ALM sync. Spoke models will need to be updated individually via an import or the Ana…
- We now live in a connected world, and Anaplan provides us with Connected Planning—but what about extending that connectivity even further? Every day, we carry mobile phones in our pockets that are ama…
- Import actions are foundational elements of an Anaplan model. Import actions can be scheduled via integration or can be called on demand via dashboards within an Anaplan model. Imports could happen fr…
- Have you ever faced a scenario where you wanted to import the data from one module to another with a different set of dimensions, and you were not able to successfully achieve it? Usually, such type o…
- All too often, when analyzing a model, we see very long, convoluted, and complex formulas. These are commonly nested IF THEN ELSE statements and can be in excess of 5,000 characters. Line item subsets…
- Introduction There are no shortcuts when it comes to testing as part of Application Lifecycle Management (ALM), but the following is a guide for how to test prior to deploying changes to production mo…
- Qlik has two data analytics tools—the older one, QlikView, and the modern one, Qlik Sense. They both share similar scripting and the same data files. Data extracted with QlikView can be used by Qlik S…
- There are peculiar scenarios like mergers or acquisitions when the Master Data of the company changes. Name and/or Code gets changed in the source system, and we want to update the hierarchy with thes…
- Users can leverage Anaplan Connect for bi-directional integrations with Google BigQuery. This free connector makes integrations between Anaplan models and Google BigQuery via Java Database Connectivit…
- Java Spring Boot Framework Provides an easy way to interact with the API. It can call any application Base API and process the Response according to our needs. This article explains how we can invoke …
- This article explains the different scenarios and the implications of marking imports and import data sources as production data. Before we begin, let's define production data. In the simplest terms, …
- General Information * We have listed below some of the best practices we recommend for the Anaplan product. These are based on our experience and are subject to change as we deliver new functionalitie…
- We've recently released the ability to change the two-character prefix for time labels. If you have a hardcoded filter referencing a time formatting line item, it is possible that changing the Time La…
- Updated July 31st 2020 Here is an overview of the different roles in Classic and in the UX. Tenant Admin Model Builder Page Builder End User Classic UX Disable and Enable Tenant users and assign Page …
- This example will teach you how to set up a count in order to count items in a source module based on specific attributes in that source module. Anaplan does not contain a 'Count' function like Excel,…
- As a model builder, you have to define line item formats over and over. Using a text expander/snippet tool, you can speed up the configuration of modules. When you add a new Line Item, Anaplan sets it…
- Summary As an ad planner, sales representative, or merchandise planner, you might be interested in planning your sales or invoices using tier pricing. This solution will address a user story that allo…
- Subsets are invaluable in creating dynamic and efficient models in Anaplan. They are typically used as a dimension in a module, where only the subset is relevant. Take, for example, a list named Emplo…
- Creating new list items and capturing data against them forms a critical part of many planning processes, especially those that seek to democratize planning by engaging end users in a wider range of p…
- An often requested output of a trade promotions use case is to understand sales between two specific dates— be it days, weeks, or months. The solution below has one dimension in it but would work equa…
- This content has been updated. Please visit the following article:
- This article covers the necessary steps to update the iPaaS connectors for HyperConnect/Informatica Cloud, Dell Boomi, Mulesoft and SnapLogic. See the article A Guide to CA Certificates in Anaplan Int…
- As a business operations manager on the Anaplan on Anaplan (AoA) team—an internal team, focused on bringing Connected Planning to life within Anaplan—I help to oversee our internal Anaplan model ecosy…
- Anaplan Connect 1.4 certificate authentication has changed from previous versions. New certs are issued by your company instead of Anaplan and to provide increased security, all certs must now be secu…