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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 a course in…
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Dynamic Charts on Classic Dashboards
Summary: This lesson reviews creating dynamic charts displayed on classic dashboards that update as the data changes. It includes the use of formulas and other methods to update the charts manually or automatically. Audience: Model Builders Lesson Duration: 9 minutes Lesson Location: This micro-lesson is also a course in…
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Dashboard Tips and Tricks
Summary: This lesson includes some tips on how to make classic dashboards better for end users. Audience: Model Builders Lesson Duration: 3 minutes Lesson Location: This micro-lesson is also a course in the Learning Center 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 for use with, distribution…
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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 a course in the Learning Center 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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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 a course in…
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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…
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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 a course in the Learning Center Start the Micro-lesson:…
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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…
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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 a course in the Learning Center Start the Micro-lesson:…
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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 a course in the Learning Center Start the Micro-lesson: 日本語版マイクロレッスンを開始する:…