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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…
Process ID
Hi, We are trying to integrate with Onecloud to have automatic uploads of files. For this I need workspace, model, and process ID. I have found the workspace and model id by just looking at the url. How can I find the Process ID?
Using Python 3 with the Anaplan API
* Getting Started * Authentication * Getting the Information Needed for Each Script * Uploads * Multiple Chunk Uploads * Single Chunk Upload * Imports * Exports * Actions * Processes * Downloading a File * Deleting a File * Standalone Requests Code and Their Required Headers * Get Workspaces List * Get Models List * Get…
User provisioning
We know how good it feels when you start exploring Anaplan on your own. One very important area that needs special attention from you is the Users section in Anaplan. This is the section where you add users into Anaplan or remove users from Anaplan. There are other things as well that you can do in the Users section, but I…
Delete from list using selection
Hello Everyone, I have a module dimensionned by two lists, in which I added a boolean "Delete" which is codded by true, and I wanted to create a delete from one of the two lists using selection in the "Action" table, based on that boolean, but when I look for it I don't find it in the droplist of "selected using", which is…
Calculate the difference between two dates (days/months)
Calculating the difference between two dates is a common requirement and one that you will likely need to do at some point. Below you will find the best practice for calculating the difference between two days, and the best practice for calculating the difference between two months. While there are multiple ways to get to…
Improve Productivity: How to Optimize Scheduling of Products
Business Problem In manufacturing and production planning use cases, we often come across problem statements to solve for optimal product sequence on a production line. As different combinations of products can have different changeover times, a sub-optimal product sequence can impact the productivity of the production…
Stock Re-balancing between Stores
Hi Anaplan Experts, I'm trying to calculate the re-balancing of stocks from one store to another based on the logic below. Step 1: Rank Supplying Stores based on their available stock to give (OUT) Step 2: Rank Requesting Stores based on their needed stock to take (IN) Step 3: Re-allocate available stocks from Supplying…
HyperModel: five tips to improve your experience
Are you considering HyperModel for your ecosystem, or have you recently deployed it? Fantastic! We've compiled a shortlist of the top five tips to help make kicking off your HyperModel experience as smooth as possible. Check out these top five tips to improve your experience: 1. Recognize that the Hyperblock has not…
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: 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…
How to prepare for the change to the default Modeling Experience - FAQs
What is happening? The New Modeling Experience will become the default experience in February 2023. It is replacing the Classic Modeling Interface but not eliminating Classic Dashboards or forcing you to use the UX Apps and Pages. What does that mean? Simply, the modeling interface is getting an update to the look and feel…
Tip for showing more than 400 items on a chart axis
Problem Statement There is a limit on the number of items that can be displayed on a chart axis in Anaplan. Per the Anapedia page on Chart Settings: Note: The maximum number of items that can be included in a chart axis is 400 items. How do I display my chart if my axis has more than 400 items? Solution (Workaround) While…
Forward Cover Functionality
Summary Statement In the supply chain horizontal, you may be asked to calculate a forward cover in Anaplan. In this article, we modified a best practice suggestion from @nathan_rudman based on a question posed by @mikhivin about accounts receivable coverage which looks backward. See this post on count back for turnover.…
Dynamic Ranking: Rank a Line Item Based on Selectors
Summary Level: Advanced In any line of business, you might be asked to create a dashboard that ranks the sales of your customers based on whatever values are displayed in a two-dimensional grid but based on multiple dimensions chosen from selectors by the user, including top levels. In this example, we will use four…
what does item() and code() do in lessons 6/7?
trying to figure out what each element in CODE(ITEM('E2 Employees#')) does - i have read the documentation https://help.anaplan.com/41298b7a-e877-40e8-8cfa-8d7009d8686f-ITEM and https://help.anaplan.com/0e20099c-af47-4343-9ad9-3a20b580d2de-CODE but still can't grasp the idea: what does item return? then what does code…
Changing the Sign for Aggregation
Use Case: In a lot of financial account hierarchies, costs are shown as positive numbers—but need to be subtracted from the totals. With Anaplan, this is easily achievable with line items. The line item formulae are as follows: * Margin = Sales – COGS * Profit = Margin – Costs This is a very simple example that is easily…
How to choose multiple departments in page selector
I'm creating dashboards for budget owners at my firm. In the dashboard I have a variance analysis module showing budget vs actual. If one of my page selectors is the department (Dev, Sales, G&A) and i wanted to show only software dev, and strategy under the dev department in the module how could i do it so that the budget…
Formula showing YTD actuals + Remaining Year Forecast
I'm looking to build a formula that would show the current YTD actual expenses, + the remaining year forecasted expenses to arrive to my FY total expenses. The current model we have set up adds together "Expense from direct Input plan" (Basically our YTD actuals) and adds this value to another column called "Expense from…
Hi, I am trying to map the E2 Employees# list subset mapping , pls tell me how to map here?
I have to get solution like this , see below screenshot
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…
Retail: Markdown Planning
Summary As a buyer, you are responsible for managing your price reductions to a monthly markdown budget. But markdown management at your company is not that straightforward. You must also adhere to the company’s pricing policies when considering a new price for your items, including having to use price tiers, percentage…
Options for Override
Hi I have a module containing values that need to be reviewed and adjusted by an end user. The values are likely to need to be changed and there is often a high possibility that the value to override with is zero. The data is often copied between different dimensions. What options are available for methods to override…
Demystify non-linear optimization: Episode 2
Episode 2: Changeover optimization In Episode 1, we discussed how to configure optimizer to evaluate IF-THEN logic and multiplication of two binary variables. In this episode, we will be discussing how to solve a changeover issue for the beverage manufacturer. Changeover on a production line happens when the production…
[Part 2] Script example: Leveraging the SCIM API to bulk remove users
* Prerequisites * Getting started * High level process * Recommended usage * Script walkthrough * Section 1: Libraries * Section 2: Logging configuration * Section 3: SCIM API configuration * Section 4: Authentication * Section 5: Parse CSV file containing Users * Section 6: Call the SCIM to perform the selected operations…
Building a Chat Bot - Part 3: Interacting with Anaplan from Slack
Since you’ve reached this point, I believe it is useful to remind you what we achieved so far. In both Part 1 for AWS and Part 1 for GCP, we used both platforms in order to host a function that can generate a new token every time that you need one. This could be very helpful in any integration scenario that you can come up…
[First Look] Create page
Feature: Create Page Release Date: 02/28/23 Impact Assessment: Tighter link with UX What is changing? A new button is available in the Pages interface called “Create page” that gives you the ability to create a page in an existing app. Once the button is clicked, a new tab will open that will allow you to setup and design…
Introducing the Optimizer Toolbox
What is the Optimizer Toolbox? The Optimizer Toolbox is a Model Builder’s reference guide that details common linear program constructions for themes such as allocation, scheduling, and time-phasing. Each theme is dissected in a sequence of modules that progress from simple to complex. For example, the “drawer” on…
Predictive Insights (PI) - Predictive Model Evaluation
Model evaluation is the operation through which users can estimate the expected performance of a Predictive Insights (PI) predictive model and assess its effectiveness. Since predictions and account prioritization can play an important role in your sales programs or other business initiatives, model evaluation is key and…
Predictive Insights (PI) - Use Cases and Model Types
Predictive Insights (PI) supports multiple types of account scoring models. Each model type requires different input data depending on the use case. Configure PI by filtering and adjusting the accounts in the Customer and Prospect datasets. Use this page to understand the most common use cases supported by PI and what…

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