Essential Anaplan Topics

Stan

The best way to hone your expertise is practical experience. We recommend one or more years of hands-on experience using Anaplan to uncover all you can do with the platform. Training can also help you advance your technical skills and learn best practices for working with Anaplan.

In addition to our required training, the following materials can help you get a well-rounded understanding of the platform. Learn how you can grow your knowledge in the areas below:

Center of Excellence Topics

Data Hubs Data Hubs: Purpose and Peak Performance Governance & Structure Building a Center of Excellence Introduction to Centers of Excellence  Selecting Center of Excellence Governance Structures Center of Excellence Roles and Responsibilities  Why Do I Need a Center of Excellence? Benefits of Establishing a Center of Excellence Data Integration Topics Importing and Exporting Data Data Related Training Classes Get Started with Imports Export from Anaplan Overview of Private and Default Files Import Data Sources Integration Platform and Connectors Data Integration Anaplan Connect Guide to Data Integration using Anaplan REST API Anaplan API Guide and Reference Tableau Connector for Anaplan Excel Add-in Version 4.0 Third-party Data Integration Anaplan Connector Guide for Dell Boomi Anaplan HyperConnect Powered by Informatica Model Building Topics Model Building Best Practices Best Practices for Module Design Formula Optimization in Anaplan Knowledge Time Range Application Reduce Calculations for Better Performance PLANS–This Is How We Model Shared Best Practice Add Notes Formulas and Functions Calculation Functions YEARTODATE Function Formula Structure for Performance SELECT Function RANK Function Dynamic Cell Access Dynamic Cell Access Dynamic Cell OR Selective Access Dynamic Cell Access Learning App Selective Access Selective Access (Anapedia) Selective Access (Academy) Time Ranges Time Ranges Introduction to Time Ranges Time Ranges–The Basics Dashboard Filtering Filter (Anapedia) Filter Best Practice Application Lifecycle Management (ALM) ALM Overview Revision Tag Best Practices Save Incomplete Changes when Synchronizing in ALM Production Lists Overview Structural Information Reference

AnyaS

Good tips! “👍

DanielDunleavy

@ChrisWeiss The CoE Charter Template PPT has the Governance Structure - Centralized or Federated, as step 8 of the process.  However, in the "Introduction to Centers of Excellence" link above, it says establish governing body and establish governance as part of Phase 1: Foundations and establish central responsibilities as part of Phase 2: Centralize.  Are those different than choosing the Governance Structure?

 

Also, "Selecting Center of Excellence Governance Structure" has the CoE steps: Define Governance Structure then Identify Location of Key Participants and then Recurring Meetings.  However, the CoE Charter Template PPT has a different order: Identify Location of Key Participants, Recurring Meetings, and Define Governance Structure. 

 

Can you please clarify? Thank you!

Khanna

Excellent consultation and very structure!

AnyaS

Excel 3.0 link does not seem to work, gets me the 404 error

Oops! That page can't be found.

AnyaS

Anaplan Connector Guide for Dell Boomi link above also produces 404 error.

JessieZ

Excel 3.0 link doesn't work. but i find the anapedia page about Series 3: https://help.anaplan.com/d26eb5da-9a51-474f-8a88-24d2877d5a35-Excel-Add-in-Series-3

Also find that there is already Add-in 4.0. https://help.anaplan.com/d26eb5da-9a51-474f-8a88-24d2877d5a35-Excel-Add-in-Series-3

AnjuR

@AnyaS , @JessieZ the links have been fixed now. 

 

Thanks @pam_pervenanze for making the changes!