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Melhores Práticas para Configurações de Tempo em Modelos Anaplan de Grande Escala
As configurações de tempo no Anaplan vão muito além de uma etapa inicial de configuração, elas representam uma das principais dimensões em um modelo padrão. Com exceção dos modelos do tipo Data Hub, a maioria dos módulos utiliza a dimensão de tempo, e qualquer alteração nas configurações de tempo impacta diretamente o…
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OEG Best Practice: Formula structure for performance
Thinking through the results of a modeling decision is a key part of ensuring good model performance; in other words, making sure the calculation engine isn’t overtaxed. This article highlights some ideas for how to lessen the load on the calculation engine. Formulas should be simple; a formula that is nested, or uses…
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Convert CUMULATE functions to PREVIOUS | Model Optimization Team series
Hello! Welcome to the Model Optimization team's monthly blog post. This is an eight-part series, following the topics we see occurring most frequently in slow customer models. Our aim is to inform and guide how to build with best practice intentions for these model building topics. Each month, two of our analysts will take…
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[UPDATED] Summary Calculations with the User List
Author: Rob Marshall, Director of Architecture and Performance at Anaplan, Operational Excellence Group (OEG). Prior to the February 2024, users were not allowed to use aggregation functions (SUM, ALL, ANY, AVERAGE, FIRSTNONBLANK, LASTNONBLANK, MAX, MIN, RANK) when having the Users list in a module because the system could…
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LOOKUP on Time | Model Optimization Team series
Hello Anaplan Community! Welcome to the Model Optimization team's monthly blog post. This is our last post in an eight-part series, on the topics we see occurring most frequently in slow customer models. Our aim is to inform and guide how to build with best practice intentions for these model building topics. Each month,…
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OEG Best Practice: Imports and exports and their effects on model performance
Overview Imports are blocking operations. To maintain a consistent view of the data, the model is locked during the import, and concurrent imports run by end users will need to run one after the other and will block the model for everyone else. Exports are blocking for data entry while the export data is retrieved, and…
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Faster method for SUM from multiple sources
Hi Everyone, Can anyone confirm which of the below is faster? Final Line Item = Module A. Line Item A [SUM: A, SUM: B, SUM:C] + Module B. Line Item B [SUM: A, SUM: B, SUM:C ] Line Item 1 = Module A. Line Item A [SUM: A, SUM: B, SUM:C] , Line Item 2 = Module B. Line Item B [SUM: A, SUM: B, SUM:C ] , Final Line Item = Line…
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Aggregation of text and images in Hierarchy Charts
When Hierarchy Charts were introduced to the Anaplan UX, their popularity grew very quickly. The power of the intuitive visual representation of business hierarchies, and the simplicity of setup, combined to fuel substantial adoption by hundreds of our customers. At its’ simplest, the structure of a hierarchy can be…
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Text Concatenation | Model Optimization Team series
Hello! Welcome to the Model Optimization team's monthly blog post. This is an eight-part series, following the topics we see occurring most frequently in slow customer models. Our aim is to inform and guide how to build with best practice intentions for these model building topics. Each month, two of our analysts will take…
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OEG Best Practice: Line item subsets demystified
Line item subsets are one of the most powerful and efficient features in Anaplan, yet one of the least understood. The COLLECT() function is probably the only “black box” function within Anaplan as is it not immediately apparent what it is doing or where the source values are coming from. In the following article, I will…
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Calculate with the fewest cell | Model Optimization Team series
Hello! Welcome to the Model Optimization team's monthly blog post. This is an eight-part series, following the topics we see occurring most frequently in slow customer models. Our aim is to inform and guide how to build with best practice intentions for these model building topics. Each month, two of our analysts will take…
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OEG Best Practice: Data Hubs: Purpose and peak performance
You may have heard about a model called a Data Hub, but perhaps you aren’t confident that you understand the fundamentals, primary functions, or considerations when architecting one. There are three main advantages to incorporating a Data Hub: Single source of truth : Stores all transactional data from the source system.…
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SUM and LOOKUP | Model Optimization Team series
Hi! Welcome to the Model Optimization team's monthly blog post. This is an eight-part series, following the topics we see occurring most frequently in slow customer models. Our aim is to inform and guide how to build with best practice intentions for these model building topics. Each month, two of our analysts will take…
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Introducing the Anaplan Integration Script Generator: Simplifying Anaplan Connect Scripting
Introduction Anaplan, a leading platform for enterprise planning, has revolutionized the way organizations manage their data and streamline processes. However, leveraging Anaplan's powerful features often requires scripting with Anaplan Connect—a command-line utility for interacting with the platform. To simplify this…
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RANK | Model Optimization Team series
Hello! Welcome to the Model Optimization team's monthly blog post. This is an eight-part series, following the topics we see occurring most frequently in slow customer models. Our aim is to inform and guide how to build with best practice intentions for these model building topics. Each month, two of our analysts will take…
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OEG Best Practice: Filter best practice
Filters can be very useful in model building and are widely used, but they can come at the expense of performance—often very visible to users through their use on dashboards. Performance can also hit imports and exports, which in turn may lead to the blocking of other activity, causing a poor perception of the model. There…
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Nested Ifs | Model Optimization Team series
Hello! Welcome to the Model Optimization team's monthly blog post. This is an eight-part series, following the topics we see occurring most frequently in slow customer models. Our aim is to inform and guide how to build with best practice intentions for these model building topics. Each month, two of our analysts will take…
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OEG Best Practice: Governance for the Office add-Ins
General information * We have listed below some of the best practices we recommend for the Anaplan product. These are based on our experience and are subject to change as we deliver new functionalities and learn more about how our customers use the product. * If you would like to contribute or comment, please contribute to…
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OEG Best Practice: Pre-allocation in lists (and impacts to model performance)
What is pre-allocation in lists? Pre-allocation in lists is a mechanism in Anaplan that adds a buffer to list lengths. It is not added by default for lists; it becomes enabled when a role is set on a list. Please follow 1.03-01 though. Only add roles when needed. When it is enabled, a 2 percent buffer is added to the list,…
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Calculate once and reference | Model Optimization Team series
Hey! Welcome to the Model Optimization team's monthly blog post. This is an eight-part series, following the topics we see occurring most frequently in slow customer models. Our aim is to inform and guide how to build with best practice intentions for these model building topics. Each month, two of our analysts will take…
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Sum on dynamic filter selections
Looking for a way to sum off a data module based on dynamic user selections. My dashboard has a filter(dimensioned by user). Users select any combination of these dimensions(except amount and account). Sometimes fields are blank so a simple SUM wouldn't work. Ultimately the summation would live in a P&L statement so also…
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OEG Best Practice: Performance issues with CUMULATE over lists
Problem statement When using CUMULATE over a list—this is when using the format CUMULATE (x, y, z)—the performance can be poor with anything that exceeds a few million cells. This is because the function is running on a single CPU thread, which differs from nearly all Anaplan functions. Anaplan gets its efficiency from…
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Enhancing Your Anaplan Audit History Reporting with Model History Export
We are excited to announce a significant upgrade to the existing Anaplan Audit History Reporting project written in Python. This project now includes the ability to export Model History. This enhancement provides a more comprehensive view of data changes within your Anaplan models, allowing for deeper analysis and better…
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[Part 1] Enhanced Reporting of the Anaplan Audit Log Summary
As organizations continue to embrace Anaplan's powerful platform for connected planning and decision-making, maintaining robust security and compliance measures has become increasingly essential. The Anaplan Audit Log serves as a critical tool in achieving these objectives, providing granular insights into user activities…
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Unlocking High-Efficiency Data Uploads in Anaplan: A Multithreading Approach
In cloud-based business planning, the ability to swiftly and effectively upload large datasets is an important aspect of maintaining up-to-date planning. This post introduces the concept of multithreading to enhance data upload speeds to Anaplan significantly. This approach, however, is specifically tailored for data…
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OEG Best Practice: Anaplan Python OAuth Example
The Anaplan Python OAuth Example demonstrates using the Anaplan REST API with OAuth with device-based authorization. The code highlights how to generate a device_id, access_token, and refresh_token. Additionally, the code highlights a multi-threaded approach to request a new access_token while performing other,…
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How to review models and applications to drive improvement
Author: Andrew Martin (@andrew_martin_1), Operational Excellence Director at Anaplan. Overview Many stakeholders ask this question for different reasons. Examples include: A CoE leader needing comfort that best practices have been followed in the build A Solution Architect seeking affirmation that the architecture is the…
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OEG Best Practice: Data integration decision app
We built this app to make getting started on your Anaplan data integration journey simple with a quick questionnaire and helpful information and links. A common question that arises during Anaplan implementations (or even after go-live) is "How can I automate data feeds into and out of Anaplan?" While the ultimate decision…
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[Part 2] Enhancing Anaplan Audit Log Data Extraction with a Streamlined Python Solution
The Anaplan Audit History project, consisting of several Python modules and a configuration file, works synergistically to streamline the process of fetching, formatting, and loading Anaplan audit log data into a preconfigured Anaplan Model. The project leverages the Anaplan REST API, the Python Pandas library for…
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[Part 3] Anaplan Audit History Data in an Anaplan Reporting Model
With Anaplan Audit, Enterprise and Professional level Customers can track audit events that occur in their Anaplan tenant. For the Anaplan Audit History project, we created a simple Anaplan reporting model and app to report on Anaplan Audit events in the Anaplan UX. Customers may download and use the Anaplan Audit Model &…