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This 1:34 video shows how to log into Anaplan.

 

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This 2:06 video shows how end-users can use filtering to display data differently.

 

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This 2:35 videos shows how end-users can use pivoting to change how data is displayed.

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This 8:56 video for Workspace Administrators explains personal and default files. It includes sections on how to select privacy options when importing, setting up default files, working with exports, and accessing files via the Anaplan API. 

 

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Length 1:06

This video shows how to disable or enable the Open Source Module feature.

 

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This 4:55 video shows how to create a filter using the User list.

 

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This 3:33 video shows off the features in launchpad for finding and managing models. These techniques can be used by both model builders and end-users.

 

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This 00:50 second video shows model builders how to apply styles to dashboard buttons.

 

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Length 2:09

This video shows how to use the List filter feature.

Note: This function can be performed in either Admin/Model Builder mode or as an End-user. It is shown here in Admin mode.

 

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Length 2:51

This video shows the functionality of the Dashboard Menu Bar for administrators and model builders. A different video for end users is found here.

 

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Length 1:03

This video shows how to change the width of a button using Dashboard Designer.

  • Note: Button width can be set between 49 and 499 pixels.

 

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Length 1:12

This video shows the functionality of the Dashboard Menu Bar for end-users. A different video for administrators and model builders is found here.

 

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Length 00:57

This video shows how to disable or enable the Show All option from a picklist.

 

 

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Learn how to download an app from the Anaplan App Hub.

 

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There are a number of resources available on the Informatica Cloud website. The video below reviews what is available as well as where to locate it on the site.

 

 

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This 3:16 video reviews:

  • The difference between HyperConnect and Informatica Cloud
  • How scheduling works in HyperConnect
  • What the secure agent is
  • The main integration scenarios

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The first thing that needs to be done before utilizing Informatica Cloud is to install a secure agent. The Informatica Cloud Secure Agent is a lightweight program that runs all tasks and enables secure communication across the firewall between your organization and Informatica Cloud.

When the Secure Agent runs a task, it connects to the Informatica Cloud hosting facility to access task information. The Secure Agent connects directly and securely to sources and targets, transfers data between them, orchestrates task flows, runs processes, and performs any additional task requirement.

Detailed Secure Agent information can be found on Informatica's help pages. Below is a demo of the setup process. 

 

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A connection enables you to access data from cloud and on-premise applications, platforms, databases, and flat files. Use connections to specify the location of sources, lookups, and targets included in a task.

You can create a connection for connectors that are installed in Informatica Informatica Cloud. Many connectors are pre-installed, however you might want to use a connector that is not pre-installed. Add-on connectors created by Informatica and Informatica partners are available for installation.

More information about connections can be found in Informatica's Online Help. Below are three demonstrations showing connection setup.

 

Establishing an Anaplan connection 

 

 

Establishing a Salesforce connection

 

 

Establishing a MySQL connection

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You can configure a Data Synchronization task using the Data Synchronization Task wizard. The wizard allows you to synchronize data between a source and target. For example, you can read sales leads from your Anaplan sales model and write them into Salesforce. You can also use expressions to transform the data according to your business logic or use data filters to filter data before writing it to targets.

You can use a single object as a source or multiple related objects as sources in a Data Synchronization task. You can also use multiple objects for database connection types. Define relationships based on key columns or create a user-defined join condition.

You can use a single object as a target for a Data Synchronization task. The target connections that you can use depend on the task operation you select for the task.  

Remember that Anaplan must be either the source or the target to use HyperConnect.

More information on the Data Synchronization Task Configuration can be found in Informatica's Online Help. Below are a few demonstrations showing the setup of different data sync options. 

 

Data sync Salesforce to Anaplan

 

 

Data sync Anaplan to Salesforce

 

 

Data Sync MySQL to Anaplan

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This 6:47 video shows how to use a line item subset to perform a variance analysis.

 

 

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This 3:46 video shows how to set up a task flow in Informatica Cloud. This task flow automatically sends the result of an error dump to a flat file or database. 

 

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A video showing how to find your model and workspace size and utilization.

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A video showing the differences between a Workspace Administrator an a Standard User.

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This video shows how easy it is to set up Selective Access in Anaplan.

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