Level 2

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Writing Test Scripts
Summary: This lesson reviews best practices for writing effective end user test scripts and how to prepare for User Acceptance Testing (UAT). 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…
Dimension Order
Summary: In a model, the arrangement of the dimensions used in modules can impact the speed of calculations. In the lesson, learn how the sequence of dimensions affects the calculations performed in the model and how simple it is to consistently align the dimension order for all modules in the model. Audience: Model…
Using the Compare Functionality
Summary: The Compare feature lets you compare data values in a module. You can choose to compare the data against a different version, a list, or a time period. This lesson reviews the functionality and options for the Compare platform feature. Audience: Model Builders Lesson Duration: 5 minutes Lesson Location: This…
Subsidiary Views
Summary: A subsidiary view is a line item that contains different dimensions from the module in which it resides. Subsidiary views do not have a large impact on performance, but they can be hard to identify and difficult to locate when working in a model. This lesson reviews the recommended best practices for when and when…
Model Options for Calculation Efficiency and Performance
Summary: One of the greatest sources of impact on model performance are the calculations running in a model. There is no simple solution for calculation efficiency. Every situation, model, and formula is different. This lesson provides some general guidelines and principles that can be used to review formulas and decide if…
Dependent Calculations
Summary: There are multiple ways to structure calculations that all provide the same result. Dependent calculations reference the output of other calculations within the formulas. Using dependent calculations can impact model efficiency and performance. This lesson will review best practices for using dependent…
Thinking Through Your Formulas
Summary: This lesson reviews key questions and considerations that you should use as you plan out the formulas used for calculations and data transformation in a model. It also reviews best practices for using SUM and LOOKUP functions to help align source and target dimensions. Creating efficient formulas will improve…
How to Adjust or Override a Previously Calculated Value
Summary: This lesson explains how to create functionality that allows end users to manually input a new value to override an initial value and include the adjusted value in other calculations. Audience: Model Builders Lesson Duration: 3 minutes Lesson Location: This micro-lesson is also available in the Level 2 Model…
Front to Back Model Design
Summary: This lesson reviews best practices for designing a model - beginning with the end users' experience and how each role will interact with the model to complete the business process. This lesson also provides a practice scenario to try the model design process steps for yourself. Audience: Model Builders Lesson…
Using PLANS
Summary: In this lesson you will learn how the PLANS standards for model design are applied to ensure usability of the platform for model builders and end users. 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…
Edit From, Edit To
Summary: This lesson reviews the Edit From and Edit To settings that can be used to restrict data editing to a limited time period within the model's timescale. 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…
Hierarchy vs. Flat Lists
Summary: This lesson reviews the characteristics of hierarchical and flat lists. It also includes best practices for using both types of lists. 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. Start the…
Model Size and Dimensionality
Summary: This lesson reviews how model size is calculated and best practices for maintaining efficient and well-performing models by being thoughtful with module design and the dimensions you use. Audience: Model Builders Lesson Duration: 8 minutes Lesson Location: This micro-lesson is also available in the Level 2 Model…
Validating Data in a Hub
Summary: This lesson reviews how to validate transactional data in a data hub before import into spoke models. Audience: Model Builders Lesson Duration: 2 minutes Lesson Location: This micro-lesson is also available in the Level 2 Model Building 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…
Create a Process with Multiple Imports
Summary: This lesson describes the advantages and procedure for creating a Process that includes multiple Actions for importing. 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. Start the Micro-lesson:…
Delete from List Using Selection
Summary: Deleting items from a list can be a very manual process. In this lesson you will learn how to use a Boolean line item and an Action to delete multiple list items at one time using Delete from List Using Selection. Audience: Model Builders Lesson Duration: 3 minutes Lesson Location: This micro-lesson is also…
Model to Model Imports
Summary: This lesson will review the best practices and procedure to allow one model to pull data from another model in an import process. Audience: Model Builders Lesson Duration: 6 minutes Lesson Location: This micro-lesson is also available in the Level 2 Model Building course in the Learning Center. Start the…
Saved Views for Importing
Summary: It is a recommended best practice to use a saved view when importing data from one model to another – especially for data loads that are repeated or updated frequently as part of an action or process. This lesson reviews the process, advantages, and best practices for using a saved view to import data from one…
Setting the Default File on Imports and Export
Summary: In Anaplan, when importing or exporting a file, you have the option to set the default file. Setting a default file for imports or exports is a form of security – it designates who can see and use the file. In this lesson you will learn the process to designate a default file and the permission options.…
Introduction to Data Hubs
Summary: A data hub is a separate model that acts as a staging area for an organization’s data. In this micro lesson you learn the advantages of using a data hub as a source for meta and master data and data hub recommended best practices. Audience: Model Builders Lesson Duration: 4 minutes Lesson Location: This…