
How to
How to
Discussion List
- There are four cornerstones in The Anaplan Way, with data being one of them. We all know that we should spend at least 1/3 of the project time on data alone because this is the cornerstone that we hav…
- With the introduction of the table card in Management Reporting, you now have several formatting options available to determine how you want the table and data to appear on your report. This article w…
- Feature: Tab Split View Release Date: September 2022 Impact Assessment: Optional Change What is changing? A tab split screen (view) will now be available for both Workspace Administrators and End Use…
- Feature: Enhanced Object Search Release Date: February 2022 Impact Assessment: Quicker navigation & model building What is changing? The new Search functionality is a new and centralized way to explo…
- Introducing new modeling features If you are looking for a brief overview of the new features available in modeling or the modeling experience, you have come to the right place. In this article, we wi…
- WHAT IS SCIM? System for Cross-domain Identity Management, is a REST and JSON-based protocol open standard created in 2011 that allows companies to securely automate the exchange of user identity data…
- This article is intended to help assist and standardize Data Hub organization across the Anaplan platform. This methodology is intended to help the technical teams, not end users, navigate and create …
- Table of contents: * Problem statement * Proposed solution * Stakeholders and responsibilities * Data sources and integration * Return on investment * Conclusion Problem statement Anaplan has had chal…
- 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, …
- 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 Probl…
- 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 s…
- 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 …
- 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…
- 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 …
- * 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 o…
- 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…
- 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 e…
- * 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 abou…
- 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 li…
- 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 an…
- 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…
- 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…
- 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 algo…
- * 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 c…
- 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 A…
- 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…
- 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…
- 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. Usin…
- 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…
- 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 t…