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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…
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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…
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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…
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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…
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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…
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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:…
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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…
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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…
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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…
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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.…