How to

Hierarchy Management
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 these new details in Anaplan without creating new entries —which will increase the model size exponentially. We also want to…
Easily Integrate Data From Google BigQuery With Anaplan Connect
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 Connectivity (JDBC) drivers that leverage the power of BigQuery's standard SQL. Users can easily pull any data from BigQuery—such as…
Consuming Anaplan Rest API 2.0 from Java
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 Anaplan Rest API using Java Spring Boot Framework. To start with, we must install the below software and SDE to run the…
Imports and import data sources as production data
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, production data is data or artifacts that can be changed directly in a production environment without pushing the change via…
Creative usage of Office add-Ins
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 functionalities and learn more about how our customers use the product. * If you would like to contribute or comment, please contribute…
Ensuring Validity of Time Filters After Time Labelling
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 Label will invalidate the filter. This occurs if the filter is referring directly to the name of the time period; changing the…
UX roles: overview
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 Builders ✅ Manage Workspace users and assign Model Builders and Users ✅ Manage Model Security ✅ Build Modules, Line Items,…
How to Set Up a Count Based on an Attribute
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, but it’s very easy to simulate the same behavior. All you need to do is add in a line item called 'Count' and set the…
Speeding up your blueprint configuration
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 by default as a Number (Min Significant Digits: 4, Thousands Separator: Comma, Zero Format: Zero, etc.). You usually change…
Planning Sales or Invoices Using Tier Pricing
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 allows you to set the prices by tier range and automatically look up the right price based on the units ordered. This solution…
Conditional logic: Does a list item appear in a subset?
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 Employee containing a list of all employees in your organization. Employees are either Sales Executives or Engineers: A module…
Capture New Data From Your Users with Forms
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 planning activities. Forms are a new input mechanism added to the Anaplan UX that allow you to create simple, intuitive input…
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 this…
Generating Authentication Strings for Using CA Certificates with API 2.0
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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…
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…
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…
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…
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…
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…
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,…
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…
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…
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…
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…
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…

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