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DocuSign Connector: Part 3 - 5 tips and tricks you didn't know about the DocuSign Connector!
* 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 on the DocuSign Connector, go here, and if you want to leverage Anaplan, DocuSign and Box, go there. The Anaplan DocuSign…
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DocuSign Connector: Step 2 - Layering in Box
* 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 the Anaplan Model * Step 1: Update Model Logic * Step 2: Add the Box Layer Line Items into your Output modules * Phase 4:…
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[Start Here] Anaplan Connector for DocuSign – Part 1: The Basics
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 connector is, who it’s for, and a quick discussion of some popular use cases for it. Let’s get started. What is the Anaplan…
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CloudWorks–This is how we use it - Part 5: Model-to-model
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 automate Anaplan-to-Anaplan flows: Implement a third-party tool such as Anaplan Connect (requiring a server that can run Java) or…
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Building a Chat Bot - Part 1: using AWS
* 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 Code * Examining the code * Best Practice: Information encryption * In summary What is covered in this article? First of…
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Bridging Versions With Waterfall Charts
General Requirement For a set of measures, end users want to be able to choose any two versions and see the calculated variances between them. They also want to see a visualization in the form of a waterfall chart that explains the difference between the selected versions. Problem Statement Let’s say we have a summary…
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How to create a time filter module
This article provides the steps needed to create a basic time filter module. This module can be used as a point of reference for time filters across all modules and dashboards within a given model. The benefits of a centralized Time Filter module include: * One centralized governance of time filters * Optimization of…
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[Start Here] CloudWorks—This is how we use it, Part 1: The basics
Welcome to this three-part series: CloudWorks—This is how we use it. Here we will help you understand why and how to use CloudWorks, covering the basics, setup, and APIs. Let's begin with Part 1: The basics What is CloudWorks? CloudWorks simplifies the data integration process, allowing end users to easily access the data…
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[Start Here] Anaplan APIs in a Nutshell
* What is covered in this article? * What is NOT covered in this article? * What pre-requisites do I need? * Introduction * Authentication * Integration API * Bulk API * Transactional API * CloudWorks API * Application Lifecycle Management (ALM) API * Audit API What is covered in this article? High level description of…
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Impact of Model Archival on UX Pages–and the Workaround
If you have been using the current UX for quite some time you would have probably realized by now that models and apps are two different entities/sections within Anaplan, and they are not connected to each other by default—unlike Classic UX where dashboards were part of the same model and were always connected or attached…
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Anaplan Connect 2.0 - Approaches to Anaplan integration using On-Prem integration platforms
This article is the last one on our series about Anaplan Connect 2.0. To refresh your memory on Part 1 & 2, go here and there. There are several On-Prem integration platforms that are popular amongst Anaplan customers. These include Informatica Power Center, IBM InfoSphere DataStage, and Talend Studio. However, none of…
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Anaplan Connect 2.0 - Advanced Scripts
This article is the 2nd part of our 3-blogs series on Anaplan Connect 2.0. If you missed part 1, go here. Disclaimer:The scripts and examples in this article have been fully tested by our team, but they are not supported by Anaplan; if you have any issue, please use the comments below. Target Audience: Integration…
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[Start Here] Transactional APIs – Part 1: The Basics
Welcome! We’re so glad you’re here. We’re shining the spotlight on Anaplan's Transactional APIs and we’ve crafted this blog post to cover the basics like what it is, who is it for, and a high level overview of some use cases for them. Let’s get right to it! What are Anaplan Transactional APIs? Data integration is a key…
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[Start Here] - BYOK
Interested in securing your data? Anaplan's cloud-based encryption technology lets you encrypt and control any data in the cloud before incorporating it into your planning models. This blog presents a consolidated list of resources that will guide you in implementing Anaplan’s Bring Your Own Key (BYOK) technology. We…
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How to use Talend with CA Certs and Transactional APIs
In this article, we will illustrate an example of real-life scenario involving Anaplan's Transactional APIs with Talend and CA Certs. If you haven't already, we recommend to start your CA Certs journey here and then there. Pre-requisites * Talend Open Studio Knowledge * Anaplan REST API * REST API & JSON * Python…
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How to leverage sample codes to generate authentication strings from CA Certs?
This content has been updated. Please visit the following article: https://community.anaplan.com/discussion/156392/integrating-securely-using-the-anaplan-rest-api-with-certificate-based-authentication
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[Start Here] Anaplan Optimizer
In this series, we will teach you what Optimizer is, how it can help your organization solve complex business challenges, and when to use it. We will approach this in 2 steps: Where to start with Optimizer? (this article) How to setup Optimizer – hands-on exercises For territory assignment For transportation And more What…
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Run your integrations on Camel
Integration is one of the key implementations for most enterprise solutions. It involves connecting different applications and transforming a huge amount of data on a daily or ad-hoc basis. Different iPass tools are available in today's market to make the integration easy to use without any coding. They provide a good user…
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Understanding Errors and Rejected Lines When Importing Data Via APIs
The objective of this article is to provide a quick explanation on the responses that APIs can provide when an import is submitted, in particular regarding the dump logs generated. This content is suitable for Model Builders comfortable with APIs. * When Does an Import Create a Dump File? * Import in a Module * ‘Failed’…
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Reducing Saves in Data Hubs
Data Hubs typically include large lists or numerous lists; both contribute to longer save durations. Model saves block other model actions, so we want to reduce the frequency of saves as much as possible. Reduce the Frequency of Saves First, put the data hub model into Deployed Mode. Learn more here: Enabling and Disabling…
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Memory usage from text concatenation
We know that 2.02-04 Text Strings are bad for Anaplan models and that text functions and formulas using text are the slowest (slow in comparison to similarly-sized numeric formulas). One of the biggest contributing factors to the poor performance of text is the impact on the memory used by Anaplan. The following diagrams…
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Increase end user adoption with smart filters
* Problem statement * How do we solve this with smart filters? * Customer examples * How to model smart filters * Size and performance considerations * Upcoming functionality * Conclusion Problem statement Anaplan users are often moving from an Excel environment (with the flexibility to filter, search, and sort data…
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Anaplan Connect: Master Script
Prerequisites: * This article is designed for those more advanced with Anaplan Connect. * Utilizing CA Certificates is the best practice for Anaplan Data Integrations. The Master Script is best leveraged with CA Certificate authentication in the individual scripts for security purposes. If you would like to learn more…
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[Start Here] Power BI - This is how we use it. Part 1: The basics.
Welcome to the best practices series about the Anaplan Connector for Microsoft Power BI. This is the first of a three-part series designed to help you understand why and how to use the Power BI connector by covering the basics, the set-up, and a real use case. Let’s begin with Part 1: The Basics. What is the connector for…
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Power BI - This is how we use it. Part 3: Use Case - Leveraging Power BI Service.
Now that you know the basics of the Power BI connector and how to set it up, let us move to a real use case; Why using Power BI Service could help you to get the most of the Power BI connector? The blocking nature of exports When a user performs an export, the model is blocked from usage (entering or manipulating data).…
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Power BI - This is how we use it. Part 2: Setup [Updated March 2022]
[Update: March 2022 - Limit increased to 5GB] In Part 2 of our Power BI - This is How We Use It series, we're diving into how to setup the Power BI connector. Need a refresher on the basics of Power BI? See Part 1. Ready? Let's start. Anaplan export setup Anaplan connector for Power BI supports Export actions to extract…
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Import and Automate Current Date Import to Anaplan Using Python
Connect or Python Summary As a supply chain Anaplan data integration modeler, you might be asked by your business partner to display actuals for elapsed periods and forecasts for unelapsed periods. If you are not using the current period, which must be manually updated by a workspace administer, and you want to automate…
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User list subsets—a workaround
Dealing with the Users list has been pretty straightforward with Anaplan. All the users with access to the model come up in the module when used as a dimension. The Users list is handy when we need to set up end user-specific filters but, unlike general lists, Anaplan does not give us the ability to create a subset of the…
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Organizing list subsets
The ordering of list subsets in Anaplan has always been an enigma to me, like a type of Anaplan acts in mysterious ways adage. I always thought, who am I to question the inner workings of our beloved platform in the cloud? In this article, I'll address the topic of organizing subsets. If you work like me by adding list…
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Modeling Video Series #1: Flexible Time Mapping
Anaplan models have pre-defined time settings that offer flexibility for scenarios such as: when fiscal and calendar timescales are both in the same model, tracking irregular weekly patterns, and rolling weekly forecasts. Watch this video for a detailed demo that walks you through setting up and modeling these various time…