Anaplan Course Catalog

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Anaplan Customer Orientation  (100)

Summary: Welcome to Anaplan! This Customer Orientation will help you, and your organization get up and running with Anaplan and help you prepare for your project kick off.

Course Objectives: By the end of this class, you’ll be able to:

  • Learn about Anaplan and multi-dimensionality
  • Identify decision points
  • Discover the implementation process and the Four Cornerstones Completion Requirements Completion of the Customer Orientation SCORM package

The course will take about 35 minutes to complete.

Start the course here


Foundations (101)

Summary: Get up to speed on the Anaplan platform.  While this is not intended to be a deep-dive into building models and is general information not specific to your Anaplan build, this will give you a good overview of Anaplan and what it does.

Course Objectives: By the end of this class, you’ll understand:

  • Who Anaplan is 
  • What the Anaplan platform is
  • What Anaplan means to your role and others within your company
  • Basic Anaplan navigation and terms

The course will take about 25-35 minutes to complete.

Start the course here.


Introduction to Model Building- On Demand (102)

Summary: In this course, you will learn the foundational Anaplan concepts and technical model building skills that you need to constructively participate in an Anaplan implementation. This is a hands-on course; in step-by-step lessons, you’ll build a model designed to meet the needs of end users in a fictional company.

 

This course will take approximately 12 - 16 hours to complete.

 

Course Objectives: By the end of this class, you should be able to:

  • Identify the basic building blocks of Anaplan
  • Explain the use of dimensions in Anaplan models
  • Demonstrate how to access and use Anaplan's basic model building features
  • Manually import data into lists and modules
  • Use Blueprint view to add formatting and functionality to data
  • Create basic formulas within individual modules and across modules
  • Design and create dashboards
  • Set model access for users

Please note that while lesson content is viewable on mobile devices, your best learning experience will be on a laptop or desktop computer.

 

After completing the course lessons, you will move on to a final certification project. After successful completion of the project, you’ll be an Official Anaplanner!

 

Start the course here.


Introduction to Model Building- Instructor-Led (102)

Summary: Getting ready for Anaplan is key to a collaborative and successful project, and Launchpad provides the quick start you need! Launchpad includes the resources, information, and training that gets your team enabled, empowered and excited about using Anaplan to drive business value. 

Training Benefits Launchpad includes the resources, information, and training that gets your team enabled, empowered and excited about using Anaplan to drive business value. By the end of this class, you will have:

  • Model Builders and end users leave prepared for implementation
  • Project teams learn and understand the Anaplan vocabulary
  • Project teams understand necessary resources for the implementation and can plan accordingly
  • Model Builders learn the fundamentals of building and maintaining an Anaplan model

The course will take about 2 days to complete.

Please contact enablement@anaplan.com for scheduling and pricing information.


Anaplan Administration (110)

Summary: Anaplan Administration enables you to streamline user access and model administration across your entire Anaplan footprint. This feature allows your customer-level administrators greater governance and control, giving them the ability to implement user changes and organize models across the enterprise.

Course Objectives: By the end of this class, you’ll be able to:

  • Understand how Anaplan Administration can help control users’ access to your models and workspaces
  • Located system users
  • Identify which models and workspaces individuals can access
  • Enable or revoke Anaplan access
  • Identify who has access to specific models

The course will take about 10 minutes to complete.

Start the course here.


Agile and Anaplan (140)

Summary: This training provides the background you need to fully understand the Agile process - what it is; how it works; who’s involved; and why it works. The first part of the training is about the type of Agile Methodology used by Anaplan, the Scrum version of Agile. The second part of the training is all about Anaplan’s specific processes using Scrum as the framework for how an implementation is completed.

Course Objectives: By the end of this class, you’ll be able to:

  • Provide an overview of Agile
  • Explain the advantages of Agile vs. waterfall
  • Outline how Anaplan implementations use Agile
  • Explain the importance of the different Agile components
  • Define the roles and expectations in the Agile process as it applies to Anaplan

The course will take about 45 minutes to complete.
Start the course here.


Intermediate Model Building (201)

Summary: Intermediate Model Building is the third in a series of learning courses available through Anaplan’s Learning Center either as on-demand training or instructor-led courses.  Before taking this course, you must successfully complete 101: Foundations and 102: Introduction to Model Building.

Course Objectives: By the end of this class, you’ll be able to:

  • Use model-building vocabulary as it relates to Anaplan
  • Understand and use the various types of lists in Anaplan
  • Read Model Maps and understand how data flows through an Anaplan model
  • Build models and dashboards to address bottom-up and top-down planning processes

Course Outline

 Unit 1: Course Introduction  Unit 11: Assumption Modules
 Unit 2: Intermediate Lists  Unit 12: Quota Modules Intro/Rep Quota
 Unit 3: Staging Modules  Unit 13: Subregion Quota Module
 Unit 4: Top-Down Introduction  Unit 14: Dependent Dropdowns
 Unit 5: Top-Down Modules  Unit 15: Capacity Dashboard Part 1
 Unit 6: Region Formula Part 1  Unit 16: Capacity Dashboard Part 2
 Unit 7: Region Formula Part 2  Unit 17: Capacity Dashboard Part 3
 Unit 8: Subregion Goal Set  Unit 18: Functional Areas
 Unit 9: Conditional Formatting  Unit 19: User Access
Unit 10: Geo Goal Set Dashboard

 Unit 20: Break back and Bulk Copy Intermediate Model Building Exam

The course will take about 6-9 hours to complete.

Start the course here. 


Anaplan Connect (301)

Summary: Anaplan Connect enables the Anaplan administrator to automate Anaplan imports of data and lists, and other actions from the client.  Find out more about this valuable tool in this course.

Course Objectives: By the end of this class, you’ll be able to:

  • Use the Anaplan Connect Guide
  • Download and set up Anaplan Connect
  • Set up an import file
  • Get additional information from the Data Integration Community and Anapedia

The course will take about 15-30 minutes to complete.

Start the course here. 


 


Data Integration (303)

Summary: Hungry to know more?  Anaplan Advanced Topics are deeper dives into specific areas of Anaplan.  Data is everywhere, and our customers are eager to know more about how they can get data from their databases and into their models.  This process is called data integration, and this course will go over some of the basics.

Course Objectives: By the end of this class, you’ll be able to:

  • Define the term data integration
  • List the data integration options available at Anaplan
  • Describe the following methods of data integration, and who can use them:
    • Manual
    • Anaplan Connect
    • ETL
    • Native connector
    • REST API

The course will take about 30-45 minutes to complete.

Start the course here.


Hub Model Hierarchy Management (305)

Summary: Anaplan Advanced Topics are deeper dives into specific areas of Anaplan.  This class gives the Anaplanner the fundamental steps to automate a hierarchy load from a Hub model to a downstream model. This training is intended for Anaplanners wanting to automate loading hierarchies/lists.  You should have a good understanding of modules, views, actions, and processes before taking this training.

Course Objectives: By the end of this class, you will:

  • Understand the architecture of hierarchy management from a Hub model
  • Utilize best practices in this process
  • Use the Anaplan Connect Wizard to import data from an outside source into Anaplan

The course will take about 20 minutes to complete.

Start the course here.


User Access & Roles Overview (306)

Summary: Understanding how to set up user roles and selective access is key in the model building process. Take a closer look at the controls available for this process. It provides an overview of both user roles and selective access before moving into more details around the user role feature.

Course Objectives: By the end of this class, you will:

  • Explain the importance of user roles and selective access in a model
  • Create a model role
  • Use roles to set up permissions for modules, versions, Lists and Actions 
  • Set landing dashboards for roles
  • Personalize content by role
  • Assign a model role

The course will take about 15-20 minutes to complete.

Start the course here.


Selective Access (307)

Summary: This course dives deeper into selective access. Using selective access allows the model builder a greater amount of control over what individual users see and have access to.

Course Objectives: By the end of this class, you will:

  • Explain the items for which selective access can allow and deny access
  • Turn on selective access
  • Setting selective access for users
  • Assigning selective access by user
  • Explain how selective access affects dashboard views and interactions
  • Utilize selective access with dependent dropdowns
  • Assign different level of read and write access

The course will take about 15-20 minutes to complete.

Start the course here.


Automating User Access (308)

Summary: Users can be automatically added to a model through an Import process. At the same time, you can also set their Model Role and Selective Access information automatically. This training covers what you need to know to perform this process.

Course Objectives: By the end of this class, you will:

  • Automatically add users to the system through an import
  • Set users model role and any selective access designations
  • Setup a permission module
  • Utilize saved views to optimize the import process
  • Create import actions 
  • Automate permission updates

The course will take about 11 minutes to complete.

Start the course here.


Reducing Model Size – Introduction to Sparsity (309)

Summary: Unnecessary model size has a large impact on your Anaplan environment from using valuable space to slowing down key processes. Sparsity is one of the biggest causes of inflated models. Understanding what sparsity is and how it impacts a model is the first step in knowing how to reduce it.

Course Objectives: By the end of this class, you will:

  • Define concepts such as storage capacity and workspace memory
  • Differentiate between model, module and line item sizes
  • Contrast the differences between spaces cells and dense cells
  • Explain how sparsity is measured in a model

The course will take about 5-10 minutes to complete.

Start the course here.


Eliminating Sparsity (310)

Summary: Sparse cells within an Anaplan model are cells that do not contain and are not expected to contain data. The platform still needs to allocate memory space to these cells even though they are not used. The trick is being able to identify and combat these cells in existing models as well as preventing them when building new.

Course Objectives: By the end of this class, you will:

  • Identify sparse cells in existing models
  • Think critically when building new models to keep sparsity at a minimum
  • Utilize line item components such as Applies to, Formulas, Summary, Versions, and Time to reduce sparsity
  • Analyze which dimensions are necessary in a module and which could be removed
  • Write formulas which allow you to eliminate other line items or dimensions
  • Understand how numbered or subset lists can be used to reduce sparsity

The course will take about 10-20 minutes to complete.

Start the course here.


Effective Dating (311)

Summary: Use of effective dating addresses the basic challenge of recording the dates when a change is made in the system. To use an HR example, recording when an employee transfers from one department to another. Other examples include contract renewals, territory assignments, and compensation plans. Essentially, any change that you want to be able to document and record a history of when that change happened requires effective dating.

Course Objectives: By the end of this class, you will:

  • Explain when is an appropriate time to use effective dating techniques and why they are important
  • Utilize start, end, and transfer dates to create effective dating formulas
  • Create an Action to sync employee information
  • Have the system properly attribute resources to the correct hierarchy, such as the employee’s salary to the correct department
  • Write formulas to calculate headcount

The course will take about 17-20 minutes to complete.

Star the course here.


Agile in Action (341)

Summary: Discover how Anaplan Specifically uses the Agile Scrum methodology. This module is the next step for learners wanting to know how to run or be a part of an Anaplan agile implementation.

Course Objectives: By the end of this class, you’ll be able to:

  • Explain how the Agile process works in an Anaplan implementation
  • Identify the goals, outcomes and next steps for a project kick-off meeting (PKO)
  • Identify the challenges of model building during an implementation
  • Identify testable success criteria in a User Story
  • Build acceptable user stories and identify how they translate to an Anaplan model

The course will take about 45-60 minutes to complete.

Start the course here. 


Agile Implementation App (342)

Summary: We have built an Anaplan app to help estimate, manage, and run agile implementations. Get a tour straight from one of its creators in this 36-minute video.

Course Objectives: By the end of this class, you’ll be able to:

  • Obtain the app 
  • Set up the various lists and drivers for a project
  • Scope the project and use the calendar feature
  • Estimate workspace size
  • Assign responsibilities
  • Review planning requirements
  • Input, modify, and report progress on user stories
  • Plan sprints
  • Use the agile storyboard
  • Record daily scrum notes
  • Input, review, and report time tracking
  • Use the burndown chart feature
  • Manage the UAT and Go-live process

The course will take about 40 minutes to complete.

Start the course here.


HyperConnect

Summary: HyperConnect powered by Informatica Cloud is a great way to get data into and out of Anaplan. This basic level course is loaded with informative demonstrations to help you along the way. By the end, you will have a better understanding of what HyperConnect is and how it relates to Informatica Cloud. 

Course Objectives: By the end of this class, you’ll be able to:

  • Install the secure agent
  • Set up connections to and from Anaplan
  • Setup Data Synchronization
  • Set a schedule for your connections, set up error alerts and much more!

Start the course here.


DocuSign

Summary: The DocuSign Integration was recently released. This integration allows users to create and manage a document workflow that can include both internal and external recipients.Interested in learning more? Check out our new DocuSign Integration for CS and Partners course.

Course Objectives: This course includes: 

  • An overview of the functionality
  • How to plan for a DocuSign Integration project
  • Best practices
  • How to demonstrate the functionality to customers

Start the course here.

 

Building a Center of Excellence (CoE)

Summary: Standing up a Center of Excellence is complex. There are many decisions to be made. Here are some of the materials to help get a basic understanding of building a CoE that are part of our CoE Success Accelerator Workshop.

 

View the materials here


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