-
Numbered List Actions
Summary: This lesson reviews the uses of numbered lists and model Actions that are only available with numbered lists. Numbered list Actions include Create, Assign, Assign Only, Copy Branch, and Delete Branch. Audience: Model Builders Lesson Duration: 29 minutes Lesson Location: This micro-lesson is also available in…
-
Export Options
Summary: When you create a data export you choose the options and layout for the output file. This lesson reviews the export settings available. Audience: Model Builders Lesson Duration: 5 minutes Lesson Location: This micro-lesson is also available in the Level 2 Model Building course in the Learning Center. Start the…
-
Export Action Best Practices
Summary: Exports from Anaplan should be limited to very specific circumstances. This lesson describes the advantages and disadvantages of data exports and recommended best practices for when exports are used. Audience: Model Builders Lesson Duration: 8 minutes Lesson Location: This micro-lesson is also available in…
-
Import Errors
Summary: This lesson provides best practices for avoiding errors when importing data into a model. It also provides examples of common import errors and how Model Builders can solve the errors. Common errors include importing from Blueprint view, incorrect header row, no items in a list, failed cells, and unmapped line…
-
How to Test as an End User
Summary: This lesson describes the procedure for a Model Builder to adjust their own user settings to allow for testing a user experience page as an end user. Audience: Model Builders Lesson Duration: 3 minutes Lesson Location: This micro-lesson is also available in the Level 2 Model Building course in the Learning Center.…
-
Currency Conversion Using a LIS (Line Item Subset)
Summary: Using an example in a financial planning model, this lesson will walk you through the steps to create and use a Line Item Subset to perform currency conversion calculations to transform a calculated value in reporting currency to each country's local currency value. Audience: Model Builders Lesson Duration: 8…
-
Create a Line Item Subset
Summary: This lesson describes the procedure for creating a Line Item Subset in a model. It also describes the recommended naming conventions for Line Item Subsets. Audience: Model Builders Lesson Duration: 10 minutes Lesson Location: This micro-lesson is also available in the Level 2 Model Building course in the Learning…
-
What is a Line Item Subset?
Summary: This lesson describes the purpose, advantages of and common situations where a Model Builder would create and use a Line Item Subset in a model. Audience: Model Builders Lesson Duration: 8 minutes Lesson Location: This micro-lesson is also available in the Level 2 Model Building course in the Learning Center.…
-
Filtering Best Practices
Summary: Using filters in an Anaplan model help you focus on data that is important to you or the end user. This lesson reviews best practices for creating and applying effective and efficient filters. Audience: Model Builders Lesson Duration: 8 minutes Lesson Location: This micro-lesson is also available in the Level 2…
-
When to Use Roles, Selective Access, or Dynamic Cell Access
Summary: This lesson describes three tools that Model Builders can use to control model security and end user permissions: Roles, Selective Access, and Dynamic Cell Access. The lesson also includes scenarios that demonstrate the best applications of the tools. Audience: Model Builders Lesson Duration: 4 minutes Lesson…