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Sort Options
Summary: Learn about the options and shortcuts for sorting data in a module or on a dashboard. This course will take about 5 minutes to complete. Click to launch course!
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certificate for 299
Hello All, I have completed my all levels of Anaplan certification including 299 with my previous organisation, but I don’t have the certificate downloaded offline. Can you please help me getting my certificates for the same, as I need to showcase them in my current organisation. I can provide my user details with which…
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Where do I register?
How can I register for one of the Certification courses?
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New to Anaplan
Hi All, My organization has recently bought a contract with Anaplan, we intend to use it to replace our Excel/Access based Territory Management process. I am on the "Process & Tech" team (read: I am a world class excel/access geek) that updates, improves, the soon to be defunct process, but also means that I am going to be…
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Is The Anaplan Way required?
Are we required to use The Anaplan Way methodology?
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Optimizer Overview
Under Optimization Exercise Model>actions>Other Actions>supply network(optimizer)>problem We have a choice between Linear programming and Feasibility Programming. I'm not quite clear about the functionality/working of Feasibility Programming and what would be the appropriate Use Case to test it.
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List Vs Modules
Hello, Can anyone explain the difference between Lists & Modules and members & Line items with an example of each?
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List Hierarchies
Can someone explain two ways to open a list in Anaplan?
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Switchover - what is switchover?
Could you please explain what the switchover function is and when should it be used? I was not able to find any article on switchover in Anapedia.
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Do model builders need to complete the certification update?
I just want to build models, not lead projects. Do I still have to complete the certification update?
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Model Schema Documentation Platform
Hi all, Just finished my Anaplan training and starting the FP&A case study. I am drafting the model schema and would like to do it electronically. Any best practice for which platform to use to document the "model schema"? I was going to use excel... Thanks, Brett
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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…