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Sum Transactions Based on Properties Between Two Dates (Days, Weeks, Months)
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 equally well with additional dimensions, such as customer or supplier. Having loaded in the transaction detail following best…
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Generating Authentication Strings for Using CA Certificates with API 2.0
This content has been updated. Please visit the following article:
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CA certificate changes for iPaaS connectors
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 Integrations - Anaplan Community for the steps to process a certificate once it has been procured. * HyperConnect/Informatica…
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The Power of Dynamic Cell Access
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 ecosystem and assist in the solutioning and development of Anaplan models across all of our functional business groups. As…
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KeyStore Wizard for Anaplan Connect 1.4
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 secured in a Java KeyStore. Because the KeyStore setup process requires a fair amount of setup this tool was created to simplify…
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Dashboard example: workforce planning
Problem to solve As a human resources manager, I need to enter the salary raise numbers for multiple regions for which I am responsible. As a domain best practice, my driver-based model helps me to enter raise guidelines, which will then change at the employee level. Usability issue addressed: I have ten regions, eight…
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Migrating from Anaplan Connect 1.3.x.x. to Anaplan Connect 1.4.x
This article covers the necessary steps for you to migrate your Anaplan Connect (AC) 1.3.x.x script to Anaplan Connect 1.4.x. For additional details and examples, refer to the latest Anaplan Connect User Guide. The changes are: * New connectivity parameters. * Replace reference to Anaplan Certificate with Certificate…
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Anaplan Connect Error with Proxy or Firewall
Anaplan API: Communication failure <SSL peer unverified: peer not authenticated> This is a common error if a Customer Server is behind a proxy or firewall. The solution is to have the customer whitelist '*.anaplan.com' for firewall blocks. If behind a proxy, use the '-via" or 'viauser" commands in Anaplan Connect. The…
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Designing a landing dashboard
Overview These dashboards are absolutely critical to good usability of a model. Dashboards are the first contact between the end users and a model. What SHOULD NOT be done in a landing dashboard: * Display detailed instructions on how to use the model. See "Instruction Dashboard" instead. * Use it for global navigation,…
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Dashboard example: FP&A (OPEX planning)
Deal with monthly dashboards Many FP&A dashboards will need to display all 12 months in the current year, as well as Quarter, Half, and Total Year totals. Doing this is likely to create a very large grid, especially if more than one dimension is nested on the rows. Avoid this: The grid displayed here is what may be…
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Good practices to improve model performance
General recommendations It is important as model calculations increase to ensure that the calculations and structures are as optimal as possible. Easy checks include: * Ensure the dimension order in the "applies to" is consistent * Consider if all of the dimensions for the calculations are necessary * Reduce the number of…
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What is Application Lifecycle Management (ALM)?
It is important to understand what Application Lifecycle Management (ALM) enables clients to do within Anaplan. In short, ALM enables clients to effectively manage the development, testing, deployment, and ongoing maintenance of applications in Anaplan. With ALM, it is possible to introduce changes without disrupting…
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Bring Your Own Key (BYOK) - Guide de l'utilisateur
L'application Bring Your Own Key (BYOK) vous permet maintenant de vous approprier les clés de chiffrement de vos données de modèle. Si vous avez accès à l'outil Anaplan Administration, vous pouvez chiffrer et déchiffrer des espaces de travail sélectionnés à l'aide de vos propres clés AES-256. À la différence des clés…
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Integrated Error Handling and Email Notification
* Summary * Section #1: Setting Script Variables * Section #2: Pre Custom Batch Commands * Section #3: Start of Main Loop Block / Anaplan Connect Commands * Section #4: Set Search Criteria * Section #5: Trap Error Conditions * Section #6: Send Email * Section #7: Determine if a Retry is Required * Section #8: Post Custom…