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## How to use the SUM function

Summary: When building Anaplan models, the SUM function is used to add up values that meet one or more specific criteria.  Find out how to construct a formula using the SUM function in this short lesson. Course Objectives:   By the end of this lesson, you’ll be able to: Identify source and mapping cross reference data to use with SUM Use the proper syntax to write a formula to calculate SUM Identify when a User Story calls for an output that will use the SUM function The course  will take about 15-30 minutes to complete.   Prerequisite: Basic understanding of model building in Anaplan • Lists • Modules • Formula Bar   Click to Launch Course

## Introduction to Model Building (OnDemand)

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. 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! This course will take approximately 12 - 16 hours to complete.   Start the course here.     Note: T his is a new version of Introduction to Model Building, released May 2018. If you have already started the prior OnDemand version of the course, access your work directly in the Learning Center at https://learning.anaplan.com/.

## Learn the Building Blocks of Anaplan

The Building Blocks of Anaplan lays the foundation you need to understand the Anaplan platform and become an effective Anaplanner. You will learn about the three conceptual building blocks of Anaplan: the Central Library, the Engine, and the User Experience, as well the process of designing and building models to meet end users’ needs. Course Objectives: By the end of this short course, you’ll be able to: Describe the conceptual building blocks of Anaplan Describe the processs of designing and building models This course will take about 30 minutes to complete.   Click to launch course!

## Schemas (351)

Overview: This course provides an overview of the model schema design process. It is highly recommended for anyone intending to take the Model Design class or The Anaplan Way class. A schema is a flexible roadmap for your model build. It is an outline, or a framework, of your vision for the final product you wish to have in Anaplan. Schemas aid you as a tool to convey your vision to customers and the project team before the build begins, and as a reference during the build that ensures your build is on track. In this course we: Define model schemas Outline the benefits of creating schemas Compare and contrast schemas at the functional area level and module level Discover the influence of User Stories on model schemas Summarize the steps and components in the schema building process This course will take approximately 10-15 minutes. Click here to begin

## Effective Dating (311)

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. After completing this course, the learner will be able to: 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 This class will take approximately 17-20 minutes to complete.   The model blueprint is also attached to this article. Launch Training

## Eliminating Sparsity

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.

## Reducing Model Size – Introduction to Sparsity

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.

## Selective Access

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.

## User Access & Roles Overview

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.

## Hub Model Hierarchy Management (305)

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. After completing this learning 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 This class will take approximately 20-21 minutes to complete.   Launch Training

## Data Integration

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.

## Anaplan Connect

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.

## Intermediate Model Building (Instructor Led)

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   Foundations   and   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. To view upcoming offerings for this course, click here.

## Intermediate Model Building (OnDemand)

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 Foundations and 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 Customer Orientation

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