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Extra Help - List Subsets
Use the screenshots below as a guide for importing the Employees.csv file at the end of the List Subsets lesson. Open the Employees E2 list, select Tree View, then click Import.In the Select Source dialog, click Upload New File. (If you have previously attempted to upload Employees.csv, remove it from the list before…
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Introduction to User Experience
With the Central Library and Engine parts of the model complete, it’s time to turn your attention to the end user experience – a critical piece of the overall model. However messy the behind the scenes pieces, the User Experience, or UX, must be neat and effective for your end users. After all, they are the entire reason…
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Introduction to Modules
After building the model’s lists, it’s time to build its modules. Modules are the workhorse of a model. As you learned in The Building Blocks of Anaplan, the Engine contains modules that hold the data and calculations that you need to do your planning, and they reference the dimensions (time, versions, and lists) created…
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Extra Help - Downloading Course Models
Follow these steps when downloading the models for Introduction to Model Building. * Confirm that you have Workspace Administrator status for the workspace you will be using. If you can see the Model Settings tab (looks like a gear) when you open an Anaplan model, then you have Workplace Administrator status. * Click the…
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Basic Steps to Building a Model
Download this handout for future reference or to get a high level overview of the process you'll go through in the Introduction to Model Building course.
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Introduction to Lists
As you learned in The Building Blocks of Anaplan, lists are a key part of the Central Library in an Anaplan model. Along with Time and Versions, lists provide the dimensions that give meaning to the data you include in a model. Lists are critical in Anaplan because they help define the structure of the model. A single list…
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Interactive PDF Checklist
Download this interactive PDF checklist to track your progress through the course lessons.
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Variable line Item.
Hi All, I have a Situation where value needs to be changed after a period of month. TimeValue17-Jan1017-Feb1017-Mar1017-Apr1517-May1517-Jun1517-Jul22.517-Aug22.517-Sep22.5 Here value is changed after every quater only for a line item i.e increased by 50%. Regards, Nitika
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Model Roles vs. Selective Access
Model Roles and Selective Access are both used to restrict access within an Anaplan model, but they are used in different ways, as you learned in the prior two lessons. When choosing between establishing a Role or establishing Selective Access in your model, consider the following: * Who will need access to the model? *…
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Extra Help - Import to a Module
Use the screenshots below as a guide for completing Import to a Module. Open the Price Book module. Ensure you are in Grid view. Click Data, then select Import from the dropdown list.In the Select Source dialog, click Upload New file, then navigate to the source data file: Price Book Actuals.csv. Preview the data in the…
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Extra Practice
Congratulations! You’ve completed all the lessons for Introduction to Model Building. Do you feel ready to move on to the Certification Project? If you’d like more practice before tackling it, try building another Anaplan model or two on your own. Here are two ideas: * Rebuild the Introduction to Model Building model one…
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Extra Help - Filtering
Use the screenshots below as a guide for completing the Filtering exercise. Click Add Text, double-click in the text box that appears at the top of the dashboard, and type in the text for the title of the module view. Select Heading 3 from the Change style dropdown list.Click on the text box you just created, grab it on…
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Extra Help - Putting It All Together Exercise 4
Use the screenshots below as a guide for completing Putting It All Together Exercise 4. On the Model Settings tab, select Modules. On the Modules menu, click Insert Module. Create the new module with the dimensions and line items shown above. Make sure to use the Sales Associate subset as a dimension, not the Employees E2…
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Extra Help - Creating Dashboards
Use the screenshots below as a guide for the last activity in Creating Dashboards: Adding Text and Module Views. On the Model Settings tab, select Dashboards. On the Dashboards tab, click Insert. Type in the name of the new dashboard. Click OK.In the upper right corner of the new dashboard, click Edit to enter dashboard…
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Extra Help - Putting It All Together Exercise 3
Use the screenshots below as a guide for completing Putting It All Together Exercise 3. Setting up the Corporate Expenses module and importing Corp Expenses.csv: On the Model Settings tab, select Modules. On the Modules menu, click Insert Module. Name the module, select dimensions, and add line items as shown.Set the…
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Troubleshooting Tips - Import to a List
If you are having problems importing data to your list, check for these common problems: * Make sure to set a top level or select a parent (hierarchical relationship) for your list. Without one or the other, you will not see summary totals when your list is later used in a module. * List member names must be unique unless…
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Extra Help - Putting It All Together Exercise 2
Use the screenshots below as a guide for completing Putting It All Together Exercise 2. On the Model Settings tab, select General Lists. Then select Insert from the General Lists menu. Type the name of the new list into the dialog. In this case, type Stores. Back on the General Lists menu, add a top level for your new…
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Extra Help - Creating Lists
Use the screenshots below as a guide for completing Putting It All Together Exercise 1. You can zoom in on a screenshot by clicking the magnifying glass in the upper right corner of the image. On the Tree View tab for the Total Company list, click Insert. Type the names of the new list members. Select the name of the list…
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Certification Project
You're almost done with Introduction to Model Building! The Certification Project is required to finish the class and become an official Anaplanner. You will build a new model with information provided as part of the certification project materials, and you will answer 10 questions based on the model as you build it. The…
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Begin the Course
It All Starts Here The Building Blocks of Anaplan This introductory lesson lays the foundation for Anaplan’s model framework and some key concepts, so don’t skip it! 30 minutes The Context User Stories In this course, you are going to be building a model for a fictional company – a small retail menswear clothing chain. The…
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Lesson List
Recommended Path Follow the order of the lessons as shown for the most effective learning. Since the lessons and exercises build upon one another, your model will be incomplete if you skip lessons, and you will be unable to do the activities in some later lessons. Time estimates for each lesson are just that, estimates.…
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FAQ - Introduction to Model Building
How long will it take to complete this course? We estimate 12-16 hours, but it will depend on the initial accuracy of your model building process, time needed for corrections and rework, and/or time devoted to exploring extra resources along the way. Do I need to do the lessons in a specific order? Yes. The lessons for…
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Model Schema
Model design should always come before model building. A model schema is used to diagram the relationships that will be built between the dimensions (time, versions and lists), the modules, and the dashboards in an Anaplan model in order to meet end user needs. Organizations may also have schemas detailing the…
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User Stories
Anaplan models are designed and built to meet the specific needs of the organization’s end users; these needs are captured in user stories. The model you build in Introduction to Model Building will address three user stories, presented here in abbreviated form. User Story #1 Ability to verify headcount by month and view…
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Anaplan Connect Alerts
Hi, I want to set alert for any missing data in my dashboard(module) E.g missing start date,missing end date etc
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Dashboards dynamic view capability
Hi Guys, Have a query on Anaplan Dashboard view, can we have a dynamic view over a single dashboard over a period of weeks. say for example I want to view only 8 weeks of period from first week onwards, when I select week 3 then again it shows me 8 weeks of period starting from week 3 onwards and so on.... Is such dynamic…
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My Working Model has been Archived
Hi team, I have been working on the Anaplan intermediate 201 course from the past couple of days. I try to work on it as and when i get time. However, today when i tried looking for my patially completed Model, i see that it is archieved and it is not letting me work on it further. Can i have access to my Model?? I have…
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Security and User Permission Trainings
* User Roles Overview (306) * Selective Access (307) * Automating User Access (308) This set of training classes includes information on User Roles and Selective Access. Classes include: User Roles Overview (306) Understanding how to setup user roles and selective access is key in the model building process. Take a closer…
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Unable to Check or Uncheck Line Items
Hi, I have crated the module or 201 - training. The Model name is “Intermediate Model Building – Sangeetha G”. It was working fine while I am working on module & dashboard creation. Now I am not able check/Uncheck Hold? & Override? Line items & not able to edit Override column from “Region Goal Set” & “Sub-region Goal…
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Learning Center not Recognizing Completion
Hello, I've completed the IMTB 102 certificate program and model build but the Learning Center does not seem to recognize it as being complete. I have even gone back and re-completed everything but it is still saying I am only partially complete. I have completed every question, clicked through every item in the…
