
How to
How to
Discussion List
- 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, customi…
- * 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 * C…
- 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 …
- 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 im…
- * 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 c…
- * 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 Googl…
- 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 …
- 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 m…
- The purpose of this Transactional API tutor script based on Python is to facilitate the learning process of Transactional API Calls using the Anaplan platform. This version contemplates the most commo…
- While building in Anaplan, have you ever wondered how to make model building more efficient, stable for your end-users, and increase control over access rights and changes to model structure? Then you…
- Are you using Central Identity Management (CIM) and want to connect Anaplan directly to your Identity Management System (IDMS)? Are you facing challenges with a Security audit? Would you like to add A…
- Provide your users with a seamless, intuitive, modern experience for them to plan more efficiently in a collaborative way, at their desks or on the move. Present and distribute pixel-perfect, visually…
- Need a refresher on SCIM? Read our [Start Here] article! What is User Provisioning? Let's start with a reminder; User Provisioning is a process by which an individual is granted access to the Anaplan …
- A foundational design element of any Anaplan model is User Management. This includes creating the design within the Anaplan model and app, as well as establishing the process for managing and maintain…
- In our part 1 (for AWS or for GCP), we set up the foundations to build our grand project: having a chatbot interacting with Anaplan. By getting a new token at will, we will then be able to authenticat…
- * What is Visual Reference? * Image Hosting * Google Drive * Box Folder * SharePoint * Imgur What is Visual Reference? Visual reference while planning can be a very powerful tool. The human brain proc…
- * What is covered in this article? * What is NOT covered in this article? * What pre-requisites do I need? * Introduction * Anaplan Setup * Postman Setup * ALM Process * Step 0: Create Revision * Step…
- This article builds on and gives an effective method leveraging techniques and concepts spread across Anaplan. For further reading, please see at the end for those other articles, guidelines, etc. In …
- With the release of the new ALM APIs recently, I thought it would be useful to see a real-life use-case of how they can be leveraged. Oftentimes customers will have a single development model tied to …
- * Overview * Before You Start * Allocation Example * Business Problem * Module Overview for this Example * Setting up the CALC: RANKCUM Alloc Module * Evaluating the Results * Further Considerations F…
- In Part 3, we described the procedure for using CloudWorks APIs. But the main question would be, how can we use them? Indeed, we can find that having a dedicated screen in Anaplan itself is already a …
- * Informatica Anaplan Connector Standard Practices * Model to Model Imports * Executing a process with multiple import actions * Solution 1 * Solution 2 * API Based Metadata Usage * Scenario * Export …
- If you need a refresher on the Connector, read our Part 1 - Start Here article. What is covered in this article? Standard practices on building integrations using Anaplan Connector for Informatica Clo…
- Combining a scripting language such as Python with Anaplan can provide you and your team greater flexibility and functionality in your planning journey. If you've never used Python before, or want to …
- Welcome back to the second article of our Python and Anaplan series! If you're joining us for the first time, please see Python and Anaplan: Pt 1—Setting Up Your Environme... - Anaplan Community for h…
- * 1: Set Signing Order First * 2: Use Saved Views to your Advantage * 3: Use 1-Dimension Output Module * 4: Use Flat Lists * 5: Do not use 'List' format Before we get started, if you need a refresher …
- * Phase 1: Setting up Box * Step 1: Set-up your Box Folders * Step 2: Format all Folders * Phase 2: Setting up DocuSign * Step 1: Add a Box Recipient Layer in DocuSign Workflow * Phase 3: Setting up t…
- Welcome to your introduction to the Anaplan Connector for DocuSign. What you’ll find here is a quick walkthrough of the DocuSign connector, where we’ll quickly cover the basics of what the DocuSign co…
- If you need a reminder on CloudWorks; go here. Why we are excited With the new CloudWorks release comes a long-awaited feature: “model-to-model" (or M2M) actions. Until now, you had 2 options to autom…
- * What is covered in this article? * What is NOT covered in this article? * What pre-requisites do I need? * Introduction * Using Anaplan APIs on AWS Cloud * Authentication * Create a role * Python Co…