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Planual Explained - Day 18
"Rule 2.02-08": Article 2, Chapter 2, and Rule 8 – “Never use SUM and LOOKUP together”. “SUM and LOOKUP used in the same expression generally cause large formula calculations and may cause intermediate relationship calculations especially if Time is a dimension or when the source and target structures are very different.…
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Planual Explained - Day 15
"Rule 2.02-03": Article 2, Chapter 2, and Rule 3 – “No Repeated Expressions”. “If the expression is repeated in the formula (or other modules), put it on a separate line item. Calculate once, reference many times. It goes against PERFORMANCE, NECESSARY elements of PLANS if you wish to go against this rule Here is how it…
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Planual Explained - Day 13
"Rule 2.01-16": Article 2, Chapter 1, and Rule 16 – “Use Data Tags”. ”If not using for any other reasons, use Data Tags to signify the DISCO category”. It doesn’t go against any element of PLANS but why not use it when we have the functionality available. Use Case: As a workspace admin I need to check if ALL Countries are…
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Subsidiary Views - Synch DB from a module with a specific line item
Hi Team, Anaplan states that 1 of the only acceptable times to use a Subsidiary view is where you are syncing Dashboards from a module with a specific line item Is anyone able to help with an example of this? Thanks! Mark
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Planual Explained - Day 6
"Rule 1.05-10": Article 1, Chapter 5, and Rule 10 – “Never delete list and reload the list as daily occurrence”. Using a unique key to update to values rather than delete and re-load. It goes against P & N elements of PLANS if you wish to do so. Here is how it was done in Pre Planual Era: When we had to delete the…
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Basic Authentication Talend Workflow Example
There is a small, but growing, user base interesting in integrating with Anaplan using Talend. Previously, we shared (upon request) a sample workflow, with the launch of our latest API version, I've been working to update this demo. Today, I'm sharing a very simple workflow, which fetches a list of imports from your…
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Anaplan Live Enablement Series - New UX Session - Zoom Recording
Attached is the Zoom recording from the New UX Session held on April 14, 2020.
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Anaplan Live Enablement Series - New UX Session - Power Point Presentation
Thank you for joining the Anaplan Live Enablement Session on New UX How-to and Best Practices. We hope you found the session useful and that you're able to apply what you learned to the dashboards that you're building. Attached is the Power Point that Monica presented.
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Introduction to Data Integration
Audience: Model Builders, Data Integration Specialist Summary: Hungry to know more? Anaplan Advanced Topics are deeper dives into specific areas of Anaplan. Data is everywhere, and our customers are eager to know more about how they can get data from their databases and into their models. This process is called data…
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Check out Ask Me Anything: New UX
Simon Ritchie, Anaplan's Sr. Director of Product Management, answers popular questions about Anaplan's new user experience. Read the comments below the video to see the questions and answers submitted during our live Q&A session. Click here to watch the video. Note: The live Q&A session is now closed.
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Informatica cloud connector for anaplan not working
I am trying to use anaplan connector in Informatica cloud and it says the connection got created , But while using it in data synchronization it is not able to load imports and export definitions. APi major version is 1 and minor version is 3 as shown in Turotial videos on Anaplan site Basic authentication is used.
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Samples/Ideas
Hi, I would find it very helpful to see a series of screenshots from users and/or Anaplan based on the new UX. I think it would provide me with more of an opportunity to get a wider idea on the "art of the possible" and make the most of the new functionality. Even better if we could get access to a sample app as a…
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review query 299
Hi, Can people in one region can book a slot for other region for 299 model review? for examaple, india consultants can they book review in emea or americas?
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The Truth about Sparsity
In case you missed these from the home page: https://community.anaplan.com/t5/Blog/The-Truth-About-Sparsity-Part-1/ba-p/44493 https://community.anaplan.com/t5/Blog/The-Truth-About-Sparsity-Part-2/ba-p/44736 David
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Setting the Top Level as Default Page Selector
Summary: In this short lesson, model builders learn how to change the default page selector to the top level of a list. This course will take about 5 minutes to complete. Click to launch course!
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Anaplan API v2.0 - notes from setting it up
I have compiled this information as I have been working to connect to Anaplan via its API. I have chosen not to use Hyperconnect or Anaplan Connect. WHY you might ask? 1.) Hyperconnect: Our IT team will not support Hyper connect. 2.) Anaplan Connect: It is limited in scheduling and error outputs, and users have to know…
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Anaplan API v2.0 - customer experience and documentation
Over the past couple of months i have been on a mission to update our Anaplan API version from 1.3 to 2.0. **PLEASE NOTE that i am a novice when using certificates and I read a lot online in different forums to understand more about CA certificates and the different formats they can take.** I worked internally with the…
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Ad-Hoc Integration Using Flask Microservice
There are several cases in which it would be beneficial to allow users to trigger integration jobs, ad hoc, from within the Anaplan platform, but there is no native feature that allows this. Previously, I described a solution that simulates this functionality using only Anaplan Connect. This article presents a solution…
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Using NTLM Authentication with Anaplan Connect
While setting up your Anaplan Connect integration, if you encounter authentication errors with your proxy it may be because it uses NTLM. Anaplan Connect does not support this out of the box, but you can enable it by following these steps: * Navigate to http://jcifs.samba.org/ * Download the latest JCIFS jar file (1.3.19…
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Anaplan Security: Anaplan Statement on SAML Vulnerability
Anaplan Security Engineering has performed a thorough investigation of the following vulnerability: Multiple SAML libraries may allow authentication bypass via incorrect XML canonicalization and DOM traversal. Anaplan Security Engineering confirms that its SAML implementation is not vulnerable to such attacks as described…
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Quick reference guide for ALM
Quick reference guide on check points to be considered before going ahead with Application Life Cycle (ALM) * Answer* Frequency of Sync up or Releases - Get an alignment with business users, model builders, PMO & IT team on how frequently the changes in DEV will be synched to PRD (Ex: Every week on Friday at 5pm PST). *…
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Command Line Application Testing tool
I have a CLI developed in Go that automates the AWS devops platform. This app parses commands from a 'YML' and does build, deploy etc. I want to test this at a high level through some automation process, other than writing bash scripts. Is there a Framework or tools that I can use to automate this process? Thanks…
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Guide to import data from PostgreSQL/JDBC source to Anaplan using Anaplan Connect
1. Introduction I have written this guide to hopefully help save some time as I encountered a few, less straight forward, issues when setting this up. There is a guide describing Anaplan Connect, so please regard this as a complement to that guide on how to set up a JDBC connection. I will use PostgreSQL as an example…
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How to use the SUM function
Summary: When building Anaplan models, the SUM function is used to add up values that meet one or more specific criteria. Find out how to construct a formula using the SUM function in this short lesson. Course Objectives: By the end of this lesson, you’ll be able to: * Identify source and mapping cross reference data to…
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days linked to 4-5-4 calendar type
Hi, beginners question. I have a model with calendar type 4-5-4. I want to register actuals and forecast on a daily level for the first couple of weeks. I did check out the video on mixed calendars in this forum, but wondered wehter there was not a simple solution. I just want to record on the versions ( actual and…
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Saving document Errors when using PowerPoint Add-in
Hello - looking for some answers to an issue we are seeing when saving using the Power Point Add-in. This does not happen all the time and we can not determine the cause. Once we have created our slide and done work to format the information in the proper charts and may have been able to save previously, we begin to get an…
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Selective Access
Please note: this course has been retired. You can find related content in the following micro-lessons: Selective Access Roles and Selective Access Thank you! …………. Summary: This course dives deeper into selective access. Using selective access allows the model builder a greater amount of control over what individual users…
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User Access & Roles Overview
Summary: Understanding how to set up user roles and selective access is key in the model building process. Take a closer look at the controls available for this process. It provides an overview of both user roles and selective access before moving into more details around the user role feature. Course Objectives: By the…
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Anaplan Administration
Summary: Anaplan Administration enables you to streamline user access and model administration across your entire Anaplan footprint. This feature allows your customer-level administrators greater governance and control, giving them the ability to implement user changes and organize models across the enterprise. Course…
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DocuSign Integration
This course includes an overview of the DocuSign Integration functionality, what is needed to use the integration on a project, and a flow chart that walks through the process. It includes links to Anapedia for details on the steps in the process. Note that this course was developed with a web-based tool. Instead of…