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How I Built It: Data validation
Author: Matt Liffmann, Certified Master Anaplanner and Senior Solution Architect at Deloitte Consulting. Hi Anaplanners! My name is Matt Liffmann, and I’m a Senior Solution Architect at Deloitte Consulting. Today I’m excited to share a ‘How I Built It’ tutorial on data validation. Data validation in an upfront Data Hub is…
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Automate/Improve Resetting Next Item Index for Lists
Problem: There is no automated or pre-emptive way to reset the “Next item index” on a list without first clearing the list. Issues Caused: When using a data hub with a large data set that is refreshed daily, we regularly exhaust the item index. This causes the import process to fail and results in refreshing of all…
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What is the process for viewing a workspace map like a model map in Anaplan?
Hello, I'm attempting to figure out how to examine workspace maps, similar to Model maps. It will be useful for us to keep track of the dataflow between models. Is there anything we have for Anaplan? TIA
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How to import Negative Values from txt files
Hi All, I am importing data from tab separated txt files and I noticed wherever the values are negative, its populating as positive numbers in Anaplan. As shown in above example the negative values are denoted by a negative sign after the number in the txt file. Is this format supported by Anaplan? Thanks in advance
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How I Built It: Data Hub basics
Author: Josh Baker, Certified Master Anaplanner and Senior Vice President at PJT Partners. Hi Anaplan Community! I’m excited to share my new ‘How I Built It’ video on Data Hub basics, including setup, automation, and model to model data/attribute loads. For some background: The demo utilizes comma separated files…
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Does file ID change if I update the import source for an action?
Hi all, We are testing bulk API's data import, on which I had 2 queries. Suppose I create an action in Anaplan for a file and then data in loaded using bulk API's, but later I went to manage import data sources and updated the import source of that action with a new file. Will this change the file ID of the file which is…
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How to convert Month Line item in text format to Month Format
Hi All I have two month line items in text format as shown in picture and want to convert to Month formatted line item. What steps should I take so that I convert it into Month formatted line item. Thanks in advance
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Working with FP&A data in Anaplan: share your experiences!
The Anaplan UX Research team is looking to speak with solution architects, model builders and integrations specialists to understand your experiences of working with FP&A data in Anaplan. We invite you to join us for a 60-minute, remote research interview during which you will be asked to weigh in on this key topic and…
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Share your experiences: Preparing Data for Anaplan
The Anaplan User Experience Research team is looking to speak with users who are involved in the data preparation process: determining what data is required, getting data correctly formatted, ingesting data to Anaplan, etc. We invite you to join us for a 60-minute, remote research interview during which you will be asked…
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Data hub - What Data should reside in Data hub
Hi Team, New to Anaplan Modeling. Based on the training, its my understanding that data hub is important to act as source of truth for data that is shared between multiple spoke model. I see data hub as a repository for list, hierarchies and data modules that are shared in more than one spoke models. My question is what…
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Possibility to put a process into a process
Right now we have a large integration process with ~240 actions importing data from 8 different models into our Data Hub. As you might imagine, it's difficult to determine the right order of actions with the current interface. I would like to have 8 sub-processes (e.g. 1 per model) to have a better overview of the content.…
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Share your Experiences of Data Preparation Processes in Anaplan
The Anaplan User Experience Research team is looking to speak with users who are involved in the data preparation process: determining what data is required, getting data correctly formatted, ingesting data to Anaplan, etc. We invite you to join us for a 60-minute, remote research interview during which you will be asked…
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Datahub Data Mapping Ideas
Hi folks, How would you map of what's coming to your Datahub and what data is leaving the hub to any spoke model? We have a big Datahub with over 100 processes and sometimes when we have a data mapping issue it is very challenging to have clear visibility of what data connection is missing. We use the Hypercare app that…
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Why several actions in process are not updated?
Hello, I have been importing data from a data hub daily for several months now. In the last days the last 2 actions of the process are ignored on the update. The actions are very simple. It is importing a date from the data hub. I can't understand the issue. All the other actions are working properly. When I am launching…
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Pro tip: Process & Import IDs
When setting up data integrations the process or import actions are often referred to by name, however, this practice isn't robust and can cause process failures if names are changed in the model. During development and enhancements, a model builder may choose to edit the name of a process or import to the model. This…
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Architecture and Modeling Mistakes: Deep Dive
In today’s post, we’re doing a deep dive on the Anaplan Live! session: Top 10 Anaplan Implementation Mistakes and How to Avoid Them. Focusing on the Architecture and Modeling section, we’ll review a few best practices discussed and illustrate how we can leverage them in our daily model-building activities. Why You Need a…
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Spring refresh — Anaplan edition
As you consider the areas in need of a spring refresh in your home or office, it is also a great time to do the same for your Anaplan models. The most difficult part about cleaning is figuring out where to start and selecting the tools and equipment needed to get to the finish line. Let’s break it down into three…
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Level 2 Model Building
Audience: Model Builders Summary: The Level 2 Model Building training program continues on with Unicorn Candy's Connected Planning journey. You will build out two different models, a Data Hub and a Supply Chain Model. This course is supported with over 40 micro-lessons (5-10 minutes in length) on a variety of just-in-time…
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5.07-11 House a Data Hub in a separate Workspace
House the Data Hub in its own workspace. This allows for the data hub to expand in size without disrupting inbound or outbound integrations. It also allows for segregation of duties (users who manage the data, are kept separate from the production models)
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5.07-09 Avoid using a Top Level for large lists of transaction data
Don't create a transaction list with a top level. The calculations will need to sum for all items in the list even if only a single item is added Exception: 5.07-09a Check totals: If a check total of all transactions is needed, but again using the flat attributes modules is preferable Related to Rule: 5.07-10 Add…
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5.07-10 Add intermediate sub totals to transaction lists
If you need the totals for validation purposes, create intermediate subtotals within the transaction list. This will significantly reduce the calculation load Related to Rule: 5.07-09 Avoid using a Top Level for large lists of transaction data
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5.07-08 Pre aggregate for downstream exports
It is more efficient to aggregate the data in the hub and then export it, rather than accumulate it through the import to the downstream models
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5.07-07 Keep Transactional Analysis out of the planning models
Use the Data hub (or another reporting model) to keep detailed transactional data out of the main planning models. Large amounts of historic transactional data can inflate the size of the planning model and lead to reduced performance.
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5.07-06 Master data should be built by the source system
Try and avoid creating Master Data in the hub. This should really come from the source system(s)
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5.07-05 Use System modules
Use System modules for filtering data (current period, current FY year, etc.) Related to Rule: 2.01-15 Filters in separate modules Best Practice article: Filter Best Practice Data Hubs: Purpose and Peak Performance
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5.07-04 Get the correct format
Get the data from IT in the correct format as well as the correct granularity Related to Rule: 5.04-06 Import the correct granularity
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5.07-03 Flat lists for data export
Use the flat list structures to create modules and views for downstream exports
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5.07-02 No Analytical modules
Try and keep Analytical modules out of the Hub
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5.07-01 No Hierarchies
There should be no need for composite list hierarchies in the Hub. They can be built to "test" the actions, but after testing they should be deleted Exceptions: 5.07-01a Validation purposes: If data is needed to be consolidated to check against source systems, although the flat modules with attributes can be used to sum…
