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在本系列中，我们将教您什么是优化器，如何帮助您的组织解决复杂的业务挑战以及何时使用它。

我们将以2个步骤对此进行处理：

Where to start with Optimizer? (this article)
如何设置优化器 - 动手练习
- 用于领土分配
- For transportation
- 和更多

什么是优化？

Large organizations are faced with complex and multi-dimensional business planning situations. Ongoing changes in the business and macro-environment compound these challenges. When it comes to achieving business objectives within constraints, there are always tradeoff decisions. Business leaders need the ability to properly evaluate these planning scenarios and make the right decisions quickly and accurately.

许多常见的业务问题是，在他们的核心中，跨目标的资源分配问题，例如分配给不同位置，特定机器或不同的时间插槽。通常，每个特定的决策都会产生可预测但复杂的方式各不相同的成本。此外，资源的可用性可能受到限制，从而对分配产生了相交的硬性约束。亚搏娱乐电子在没有援助的情况下，决定如何随着问题的发展而成为不可能，有时找到满足约束的任何计划可能会很耗时，而且看似不可能。

很多部siness domain areas can benefit from improved allocation and scheduling. For example:

Supply chain：选择哪些供应商应提供商品和设施
Stock allocation: Distribution of materials across machines or production lines
Scheduling: Allocating limited and constrained staff across time-varying service demands
金融计划: Moving investments optimally into opportunities having expected risks and returns.
广告: Allocating marketing dollars to target different markets and product lines
Sales quotas: Allocate quota targets across sales reps by product and/or location selected to optimize high level sales objectives
运输路线: For a multi-location trip, deciding what order of destinations minimizes total travel cost
Production planning: Deciding how to sequence manufacturing actions where transitioning from one task to another incurs known but order-influenced costs.

In most of these situations, each allocation choice has a range of possible values, but those choices involve tradeoffs which ripple through the problem, invalidating other decisions. To achieve a global optimum, and save the most money, the final allocations must be carefully synchronized.

优化是在大规模生产业务环境中开发出的技术的收集。这些示例中的每一个都可以蒸馏成标准形式。此表格包括一个目标值，以最大化（或最小化）和一系列受约束变量选择的收集，这些选择影响结果但成本不同。

What is Optimizer?

Anaplan优化器is designed to efficiently solve problems like those outlined above. It offers one of the fastest optimization solutions, powered by a world-class linear-programming engine from Gurobi. This engine can determine the best solution to massively complex problems with multiple constraints, all accessible from inside your Anaplan model.

Optimizer can coordinate the selection of precise values which efficiently solve business allocation and scheduling problems. Once configured, it provides planners with an objective and systematic way to consider all possible options, identify the right solution and direct the business toward the best path.

优化器如何工作？

在业务中产生的变量和约束的复杂系统通常可以用作线性方程。In this situation, techniques under the umbrella of linear programming can automatically discover what scenarios result in optimal outcomes. Essentially, the Anaplan Optimizer efficiently searches the space of possible values, pinpointing those that deliver the true optimum.然后，优化器还可以用来并排比较各种假设，以查看它们将如何影响最佳的最佳。

You can define objectives, such as revenue, profit maximization, or cost reduction, and then set multiple variables or constraints to guide the planning process. As discussed, Optimizer will determine preferred outcomes for many complex questions, from staffing to capitalization, inventory, and much more.

是谁？

优化器对任何Anaplan模型构建器都有用。具有数学思维方式和对业务优化的熟悉会很有帮助，但不需要。优化器基于表单，并且可以作为Anaplan建模接口中的操作访问。通常，优化视角与Anaplan解决方案体系结构思维和现有Anaplan数据的结构很好地保持一致。

用例示例

Project portfolio optimization:优化器优先考虑需要资本投资的项目。

目标
•优先考虑您从事的项目
•通过特定项目优化资源亚搏娱乐电子和投资
•最大化现金流
要考虑的变量和约束
•项目开始时间
•项目持续时间
• 资本要求
• 成本
•人们资源亚搏娱乐电子
• Technical restrictions

库存管理:It determines exactly how much inventory to have at each location to meet the customer’s required service levels.

目标
- Save money by identifying opportunities to limit inventories without affecting service levels
- 通过将安全股票库存分解为较低的成本，以减轻风险驱动器
要考虑的变量和约束
- Total replenishment cycle time
- 交付性能
- Customer Service Level Requirements by ABC Ranking
- 工厂的最大容量
- Production run rate
- 每单位生产成本

Territory optimization:优化器系统地推荐向销售代表分配的帐户。

目标
- 增加收入和帐户数量覆盖范围
- Spend less time on operational overhead and planning time
- Achieve higher quality sales rep portfolios
要考虑的变量和约束
- Max number of accounts per sales rep
- One account can only be assigned to one sales rep
- Account-to-sales-rep match
- Maximum book size per sales rep
- Minimum number of accounts per sales rep

Where to start with optimizer?

While everyone can use the resources on this page, Optimizer is a premium service offered by Anaplan; to verify if Optimizer is enabled on your workspace, go to the Model Settings tab (the one with the gear ⚙ icon) and choose Actions from the menu list. The Actions list will appear in the main panel, click on New Action. In the dropdown menuOptimizer must appear in the list of available actions.