How to

Community perspective: Employee grouping for sales targets
Within sales and target setting use cases, there are often situations that require assigning specific targets to a group of employees. While this can be done manually or through a blanket allocation, it may be more advantageous to designate groups within regions or markets for the purpose of distributing targets. There are…
Suppressing zeros in line charts
Problem statement Solution options Line item format setting: Zero format Chart configuration: Trailing zeros Suppressing all zeros in line charts with NaN Conclusion Additional resources/credits Problem statement Let's consider plotting a line chart for the following data set: For this example, I want to exclude zeros from…
Updating an import source file
Introduction The process to update the source file for an import action is not obvious—but it is simple. There are a number of reasons you may wish to update an import source file, and I have listed some below: * Adding or removing fields from your source file and target list or module * Changing the format of specific…
[Part 1] Validating user input in Anaplan: Approaches and challenges
Pros/cons of common approaches Common approaches: Examples Error logic User experience Example 1: Simple error messages Example 2a & 2b: Nested IF statement Example 3: Concatenation of multiple error messages Example 4: Separate errors for each line item Wrap-up of Part 1: Summary of common (sub-optimal) approaches…
Automate current date import using Power Automate
As you all know, Anaplan cannot display the current time from a function, so it needs to be imported into a module by an import action. As described here it can be done via Python: Import and automate current date import to Anaplan. I would like to to show you an easier way of doing it when your organization has access to…
Use Power Query in Excel to leverage the power of the Anaplan API
When working on our quality assurance items, we realized that one of the items that could go wrong in our regular data loads was that the lists loaded to our data hub could be empty. We had to figure out a way of monitoring this in a simple and straightforward manner. So, I decided to go for the combination of Excel and…
Reports, Boards and Worksheets–When to use which?
* High-level view * Report * Board * Worksheet * Let's deep dive * What about other reporting options? * In summary [Updated July 2021 with the new Management Reporting feature] As you are embarking on the UX journey, you may ask yourself: When should I use a board? When should I use a worksheet? And, When should I use a…
How to SUM using a dummy list
What is it? This article explains how to SUM, SUMIF, and use other aggregation methods using a dummy list rather than Anaplan’s native summary functionality. Why is it useful? Anaplan's native summary logic is simple to use, elegant, and effective. However, sometimes it results in bloated modules that use up workspace…
Evolve your Anaplan ecosystem with enterprise governance
Center of Excellence Model Governance Workspace Architecture Data Hubs Data Integration Build & Manage Security In this article, you'll find resources to support evolving your Anaplan ecosystem with enterprise governance. This broad topic was covered in depth during Anaplan Live! 2022 — including focused discussion on…
Transactional or Bulk: When to use which API?
* What are we talking about? * What’s the differencebetween bulk and transactional? * When to use Bulk API * When to use TransactionalAPI * What else can Transactional API do? What are we talking about? See our refresher here. Anaplan has a set of APIs that allow for a developer to programmatically interact in certain ways…
10 things you didn't know about Management Reporting
Ready to leverage our new exciting Management Reporting feature? Here are 10 tips you may not know and can help you create magnificent reports: * Include a module in your text card configuration to link to your model periods, module dimensions or line-item data to make your titles dynamic. * With a simple right click after…
Get started on connected data architecture
In this article, you'll learn about the different integration options in Anaplan and discover how to leverage them to maintain and automate your ecosystem. Then, learn about data hub best practices and how to operationalize your connected architecture best. Here you'll find a consolidated view of useful links and key…
Workspace management
This article introduces basic workspace concepts, provides recommendations on how to structure workspaces, and offers tips to help organize and reduce workspace size. Workspaces are a combination of a single or multiple models. Workspace size is the total of all models in a workspace, excluding archived models as archived…
Calculating levels in a hierarchy for dashboard filtering
Summary This article describes the technique to dynamically filter specific levels of a hierarchy on a dashboard, and provides a method to select and visualize hierarchies on a dashboard. Details This article explains how to configure the calculation of the level of a list in a hierarchy in order to apply specific…
PlanIQ for forecasting
PlanIQ provides us with an easy-to-use and intelligent time series forecasting tool. It integrates with the Anaplan platform and incorporates advanced machine learning and statistical forecasting algorithms. In this article, I explore functionalities that PlanIQ offers using a sample data set and the preparation steps…
Anaplan CloudWorks API and Azure Logic Apps
* Use case: event-based triggering * Building a Logic App * Technical flow * Special focus * Conclusion You’ve already had a flavor of using Logic Apps with Anaplan API in this article, thanks to my colleague Sean Culligan. In this post, we will do something slightly different by using Anaplan CloudWorks API with the…
Personal dashboards tips and tricks
Personal dashboards are a great new feature that enables end users to save a personalized view of a dashboard. To get the most out of this feature, here are a few tips and tricks. Tidy up dashboards Any change to a master dashboard (using the Dashboard Designer) will reset all personal views of a dashboard so before…
Extracting data from Anaplan with Qlik Sense
So you finally did it – you joined the Anaplan Community. So many possibilities just opened up in front of you when it comes to connected planning and finance, but what about analyzing and visualizing your data? Well, no need to worry about that because Qlik has that part covered. In today's article, we'll be talking…
A primer on Anaplan integration using Azure Logic Apps
Introduction With the release of Anaplan Cloudworks, this flow may be better addressed via a blob storage connection in Cloudworks, or with a combination of a Cloudworks flow and a post request to the Cloudworks API. My colleague @christophe_keom published a guide covering this topic. In my case, I wanted my flows to run…
Using saved text strings to speed up blueprint configuration
This is an addition and update to a existing community article using similar methods now in the latest modeling experience. As a model builder, you have to define line item formats over and over. Using saved text strings, you can speed up the configuration of modules. When you add a new Line Item, Anaplan sets it by…
How to automate subsets
How to ensure your Center of Excellence keeps on top of subset management One of the easiest things that can go wrong in a model is when subsets get out of sync. In larger models you may have multiple subsets on large lists and keeping track of them all can quickly become very difficult. For example, what happens when…
How To Convert Infinity, -Infinity, NaN to Zero Value
Sometimes in the numeric formatted cells, as a result of various calculations, it is possible to have returned as a result the Anaplan special numbers: Infinity, -Infinity, or NaN (Not a Number). If the numeric line item with this issue is also an input for other formulas, the final result could be altered. To solve this…
[Start Here] - Management Reporting
Welcome to this article on Management Reporting, our exciting new feature for the UX! Ready? Let’s go! What is Management Reporting? Management Reporting allows you to create highly formatted, customized slides to deliver key insights and clear reporting to your organization using the new presentation mode in platform.…
Overview of Anaplan Data Integration Options and Which is Right for You
* Manual Import/Export * Anaplan Connect * CloudWorks * REST API * Anaplan HyperConnect * MuleSoft, SnapLogic, Boomi, and OneCloud * Power BI, Tableau, and DocuSign * Anaplan Tab in Salesforce.com * Conclusion Anaplan offers various ways of integrating data into the platform. The decision of how to import and export data…
OAuth - Part 3: Third-Party Applications
If you need a quick recap on getting started with OAuth and a Use Case illustration, click here and there. What are we talking about? Historically if a customer wanted to build a software application that interacted with Anaplan, a service account would need to have been used to authenticate into Anaplan. I will be…
OAuth - Part 2: Illustrated Use Case
Now that we are more familiar with the concept of OAuth, let’s see it in action. Adding a new way to connect to Anaplan and get an access token Now that we know more about the Refresh Token, we can imagine a customized script using OAuth information for as long as the token remains valid. In those scenarios, you might want…
[Start Here] OAuth - Part 1: The Basics
* What is available today? * What are the key benefits from OAuth? * How do OAuth works? * How to leverage the OAuth protocol? What is available today? Up until the release of OAuth support, when it came to integration, Anaplan supported 2 different methods: * Basic Authentication: Scripts and other tools whose purpose is…
Building a Chat Bot - Part 1: using GCP
* What is covered in this article? * What is NOT covered in this article? * What pre-requisites do I need? * Introduction * Using Anaplan APIs on GCP * Authentication * Secret Manager * Create a Google Cloud Function * Examining the code * Best Practice: Information encryption * In summary What is covered in this article?…
ALM APIs: This is how we use it
Application Lifecycle Management APIs (ALM APIs) were released earlier this year, and their purpose is to make model change management more scalable, automatable, and integrate with other systems. We have seen the ALM APIs being leveraged in 3 distinctive ways: * to orchestrate and run multiple model deployments (model…
Decoding Anaplan Errors in Model Building
Anaplan is a very smart and intelligent platform, and it educates its model builders/developers brilliantly about the mistakes or errors made. Here are some of the common errors that may occur while model building—decoded. ERROR 1: Automatic Sum of “Module.Line item” over “List hierarchy” is not possible, as “List” doesn’t…

How to

Discussion List