Training

Starting Your Anaplan Training
Getting ready for Anaplan is key to a collaborative and successful project, and our Level 1 Model Building course provides the quick start you need! Level 1 Model Building is comprised of 15 parts and a certification exam that gets your team enabled, empowered and excited about using Anaplan to drive business value.…
Anaplan Connect 3.0 Training Refresh
The Anaplan Connect training was recently revised to include updates and best practices. Anaplan Connect is a simple connection tool for integrating data to and from Anaplan. This training provides an overview of Anaplan Connect 3.0, this includes: * 3.0 Overview * Setup requirements * Anaplan Connect Guide * Downloading,…
A Good Plan: Spend Time on User Stories
In this guest blog series, Anaplan partner Spaulding Ridge examines what they have found to be integral parts of a good plan: the level of detail, the process, the people involved, the timing, and pitfalls to avoid. Writing user stories is one of the most impactful and exciting phases of the early Anaplan implementation…
Persona based resources
Now introducing to the Anaplan community persona-based resources to support your individual Anaplan experience. Check out the details at https://community.anaplan.com/t5/Blog/Introducing-persona-based-resources-to-support-your-individual/ba-p/130962
"Your card failed to load" errors following 2021-09-11 platform update
This item has been identified as an outstanding known issue. A workaround is provided until the issue is officially fixed. Issue Upon loading a page in the UX, you may see all cards displaying "Your card failed to load" messages. This can be caused by the users role not having access to one or more cards on the page.…
Page - Description
Currently, Apps have a short middle description column, which helps for end user context, however, the list of pages does not currently have a 'Description' center column. When you have several reports listed, end users can get lost in the pages. This would be helpful for adoption.
Toaster Time / Blue Box Culprit Anonymity
One of our best Anaplanners at Tableau recently left the Sales Operations organization. She unfortunately will not be an Anaplan user in her new role. Before she left, I made this "best practice" image for her, referencing an incident 2 years ago, when I was only 2 months on the job here. Joking aside, I've recently been…
No sounds in Anaplan Level 2 Model Building: Sprint 1's 1.3.2 Import Errors's Summary sections
No sounds in Anaplan Level 2 Model Building: Sprint 1's 1.3.2 Import Errors's Summary sections, as picture shown where the exact part as I am referring.
2022 Re-certification exam for Model Builders and Solution Architects
If you are already an accredited Anaplan Model Builder or Solution Architect you can now stay up to date with the latest platform features by taking our recertification exam. To be accredited through to the end of 2022, simply answer 10 multiple choice questions all based around recent release features. Good luck! The exam…
Google Sheets not working properly using Subsets
We are experiencing some strange behaviour from Google Sheets Addon when the Module uses Subsets, if the Module has a No Data formatted Line Item as the first Line Item, normally we use this as header for our Line Items inside the Modules, to confirm that I've made some tests using different combinations of Line Item…
NUX Comments - Security Driven Comments
I'm excited to see new collaboration features coming to the platform but the lack of context being applied to comments makes them not very useful and will require very specific training and notice for users to make sure they do not share sensitive information with other users. A specific example is incentive compensation…
Dates for Your Diary
We have the following events scheduled with links to register where available. Anaplan Live Anaplan Live – 28th April Anaplan Live – 9th June Digital CPX - virtual conference Digital CPX -10th June UX Discovery Programme - launch your adoption of the Anaplan UX Tue 25th May Thu 8th July* Thu 9th Sep* Thu 25th Nov* Product…
L2 Model Builder Training instructions in NUX needs refinement
Customer feedback/suggestion is that the instructions for NUX Level 2 Model Building seem to be geared more toward Classic than NUX (i.e. conditional formatting). Could these be reviewed for possible refinement?
Current page filters and sorts are applied to all pages of multi-page exports
This item has been identified as an outstanding known issue. Issue Setting a current page filter or sort and then exporting this data to file, will apply the current page filter/sort to all pages of the data. Workaround Remove all filters/sorts, export the data, and apply the filters/sorts in Excel --- Internal Reference:…
Name an action on set up
I would like the ability to, when setting up an action initially, give that action a name that would be used in the Actions section of the model settings library and indicate if it is recurring or single use. Then by running that action it would either be kept with the name given - recurring - or be cleared from the…
PowerPoint Add-in: Installation requires elevated privileges
This item has been identified as an outstanding known issue. A workaround is provided until the issue is officially fixed. Issue For versions 1.6, 1.7 and 1.8 of the PowerPoint Add-in elevated privileges are required to install the add-in through command line and for the "all users" option. Workaround * Installing through…
Application Lifecycle Management (ALM) (313)
Overview Application Lifecycle Management (ALM) enables clients to effectively manage the development, testing, deployment, and ongoing maintenance of applications in Anaplan. With ALM, changes can be introduced without disrupting business operations by securely and efficiently managing and updating your applications with…
Add all error types and description to Anaplan Connect User Guide
It would be a great addition to the Anaplan Connect User Guide to have all the different types of error that could be dumped whilst using the Anaplan Connect client to run actions/processes in Anaplan. It would be particularly useful for users not familiar with Anaplan (IT teams that manage the scheduling on behalf of the…
Introduction to Data Integration
Audience: Model Builders, Data Integration Specialist Summary: Hungry to know more? Anaplan Advanced Topics are deeper dives into specific areas of Anaplan. Data is everywhere, and our customers are eager to know more about how they can get data from their databases and into their models. This process is called data…
301 Anaplan Connect
Overview Anaplan Connect enables the Anaplan administrator to automate Anaplan imports of data and lists, exports. and other actions from the client. Find out more about this valuable tool in this course. After completing this learning you will will be able to: * Use the Anaplan Connect Guide * Download and set up Anaplan…
Dashboard Design (350)
Overview This class’ intention is to focus on the process of conceptualizing and designing dashboards that are relevant and useable for the end user. Dashboards provide the needed focus on the output of the model, which is important for good model design. You will find this class useful if you want to understand how to…
Formula Error Log
As a model builder and workspace admin, formula errors can be costly. My idea is to add an error log that tracks formula and calculation errors. This will help document who was doing what when something goes wrong. It will also help with enablement as you can review the error log and use it for training - ensuring that the…
Schemas (351)
Overview: This course provides an overview of the model schema design process. It is highly recommended for anyone intending to take the Model Design class or The Anaplan Way class. A schema is a flexible roadmap for your model build. It is an outline, or a framework, of your vision for the final product you wish to have…
Anaplan Certified Trainer workshop for Level 1 Model Building
We’ve been in the process of revamping our Anaplan Learning Journey, which can only mean one thing - new workshops! The Instructor-led/Virtual instructor-led version of the Level 1 Model Building training program has been revised to utilize Anaplan’s User Experience (rather than classic dashboards). If you are new to the…
HyperConnect / Informatica Cloud (Training Course)
Course Objectives Resources Video: Locating and using Informatica help resources HyperConnect Overview (Start Here) The Secure Agent Demo Secure Agent Setup Connections Demo Connecting to Anaplan Demo Connecting to Salesforce Demo Connecting to MySQL Data Synchronization Demo Sync SFDC to Anaplan Demo Sync Anaplan to SFDC…
Hub Model Hierarchy Management (305)
This class gives the Anaplanner the fundamental steps to automate a hierarchy load from a Hub model to a downstream model. This training is intended for Anaplanners wanting to automate loading hierarchies/lists. You should have a good understanding of modules, views, actions, and processes before taking this training.…
Reducing Model Size – Introduction to Sparsity
Summary: Unnecessary model size has a large impact on your Anaplan environment from using valuable space to slowing down key processes. Sparsity is one of the biggest causes of inflated models. Understanding what sparsity is and how it impacts a model is the first step in knowing how to reduce it. Course Objectives: By the…
Processes can't be created on Deployed models (as of March 10, 2018)
Issue Pending Resolution Processes can't be created on Deployed models If you select a model in Deployed mode when creating your process, you'll see errors and be unable to create new cycles. New features to support ALM to be released in April We are aware of this issue and building functionality to allow Processes to be…
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…
Improving Model Performance Training Courses
* Introduction to Sparsity (309) * Eliminating Sparsity (310) This set of training classes includes information on improving model performance by understanding and eliminating sparsity. Classes include: Introduction to Sparsity (309) Unnecessary model size has a large impact on your Anaplan environment from using valuable…

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