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Import Data to a Module
Summary: This lesson demonstrates the steps to manually import a data file (.csv) to a module. Audience: Model Builders Lesson Duration: 15 minutes This micro lesson is included in Level 1 Model Building training program available in the Learning Center. View the micro-lesson with the classic modeling interface below: For…
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Source to Target Mapping for Import to a Module
Summary: This lesson reviews the procedure to identify and map the dimensions in a source data file to target module during a data import. Audience: Model Builders Lesson Duration: 6 minutes Lesson Location: This micro-lesson is also available in the Level 1 Model Building course in the Anaplan Academy. Start the…
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Saved Views for Model Builders
Summary: Saved views enable you to see the data in a module from different perspectives. This lesson reviews when and how a model builder would create and use a saved view. Audience: Model Builders Lesson Duration: 4 minutes Lesson Location: This micro-lesson is also available in the Level 1 Model Building course in…
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Using Pivot
Summary: This lesson describes how to use Pivot to change the view of data by moving items into rows or columns, or using them as page selectors. Audience: Model Builders Lesson Duration: 2 minutes Lesson Location: This micro-lesson is also available in the Level 1 Model Building course in the Anaplan Academy. Start the…
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Add or Remove Dimensions in an Existing Module
Summary: This lesson demonstrates how to add or remove dimensions in an existing module using the Blueprint view settings for Applies To, Time Scale, and Versions. Audience: Model Builders Lesson Duration: 4 minutes This micro lesson is included in Level 1 Model Building training program available in the Learning Center.…
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Format Settings
Summary: This lesson reviews the Format options for module line items found in Blueprint view. The line item format determines the type of data that the line item can contain and how it will be displayed. Audience: Model Builders Lesson Duration: 3 minutes Lesson Location: This micro-lesson is also available in the Level 1…
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Blueprint View Settings
Summary: This lesson describes the options, settings and formats available in the Blueprint view of a module. Audience: Model Builders Lesson Duration: 5 minutes Lesson Location: This micro-lesson is also available in the Level 1 Model Building course in the Anaplan Academy. Start the Micro-lesson: 日本語版マイクロレッスンを開始する: For…
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Toggle Between Grid View and Blueprint View
Summary: This level demonstrates how to switch between viewing modules in Blueprint view to see the structure of the module or Grid view to display the data. Audience: Model Builders Lesson Duration: 2 minutes Lesson Location: This micro-lesson is also available in the Level 1 Model Building course in the Anaplan Academy.…
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Source to Target Mapping in Formulas
Summary: When writing formulas in Anaplan, it is important that the platform knows where to retrieve the data from. This lesson reviews the concept of source to target mapping in formulas. Audience: Model Builders Lesson Duration: 10 minutes Lesson Location: This micro-lesson is also available in the Level 1 Model Building…
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Adding a Module
Summary: This lesson demonstrates the procedure for creating a new module in a model. Audience: Model Builders Lesson Duration: 3 minutes Lesson Location: This micro-lesson is also available in the Level 1 Model Building course in the Anaplan Academy. Start the Micro-lesson: 日本語版マイクロレッスンを開始する: For training purposes only.…
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Thinking Through Module Creation
Summary: This lesson reviews considerations for model builders when adding modules to a model. Audience: Model Builders Lesson Duration: 4 minutes Lesson Location: This micro-lesson is also available in the Level 1 Model Building course in the Anaplan Academy. Start the Micro-lesson: 日本語版マイクロレッスンを開始する: For training…
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Best Practices for Naming Modules
Summary: Using a consistent naming convention for the modules in a model helps keep a model organized. This lesson reviews recommended best practices for naming conventions for modules. Audience: Model Builders Lesson Duration: 3 minutes Lesson Location: This micro-lesson is also available in the Level 1 Model Building…
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Using DISCO for Module Planning
Summary: This lesson reviews how to use the concept of DISCO to organize and plan the modules for a model. Audience: Model Builders Lesson Duration: 6 minutes Lesson Location: This micro-lesson is also available in the Level 1 Model Building course in the Anaplan Academy. Start the Micro-lesson: 日本語版マイクロレッスンを開始する: For…
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Model Map Overview
Summary: As you build a model, Anaplan generates a model map based on the modules and formulas. This lesson explains how to work with the model map. Audience: Model Builders Lesson Duration: 3 minutes Lesson Location: This micro-lesson is also available in the Level 1 Model Building course in the Anaplan Academy. Start the…
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Create a Numbered List
Summary: This lesson reviews two methods for creating a numbered list in a model. Audience: Model Builders Lesson Duration: 3 minutes Lesson Location: This micro-lesson is also available in the Level 1 Model Building course in the Anaplan Academy. Start the Micro-lesson: 日本語版マイクロレッスンを開始する: For training purposes only. Not…
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Create a List Subset
Summary: This lesson demonstrates how to select list items from a larger list using a Boolean line item to create a list subset. Audience: Model Builders Lesson Duration: 3 minutes Lesson Location: This micro-lesson is also available in the Level 1 Model Building course in the Anaplan Academy. Start the Micro-lesson:…
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Naming Conventions for List Subsets
Summary: This lesson reviews the recommended best practices for the naming convention used with list subsets. Audience: Model Builders Lesson Duration: 2 minutes Lesson Location: This micro-lesson is also available in the Level 1 Model Building course in the Anaplan Academy. Start the Micro-lesson: 日本語版マイクロレッスンを開始する: For…
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What is a List Subset?
Summary: This lesson explains list subsets and how and when to use a list subset in a model. Audience: Model Builders Lesson Duration: 4 minutes Lesson Location: This micro-lesson is also available in the Level 1 Model Building course in the Anaplan Academy. Start the Micro-lesson: 日本語版マイクロレッスンを開始する: For training purposes…
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Manually Import Data to a List
Summary: This lesson demonstrates the procedures for importing data files (.csv) into standard and numbered lists in a model. Audience: Model Builders Lesson Duration: 14 minutes Lesson Location: This micro-lesson is also available in the Level 1 Model Building course in the Anaplan Academy. Start the Micro-lesson:…
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Naming Conventions for Hierarchical Lists
Summary: This lesson reviews recommended best practices for naming conventions used with hierarchical lists in a model. Audience: Model Builders Lesson Duration: 3 minutes Lesson Location: This micro-lesson is also available in the Level 1 Model Building course in the Anaplan Academy. Start the Micro-lesson:…