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Summary: Quick Filters are always available to end users, allowing them to filter data on a dashboard according to criteria that they set. This allows end users to focus their view on the information that is important to them. This series of two lessons will equip both end users and model builders to make the most of the Quick Filter feature.   Using Quick Filters: Learn how to use Quick Filters in this short lesson for end users and model builders. This lesson will take about 15 minutes to complete. Click to launch: Using Quick Filters    Quick Filters and Dashboard Design: Model builders should then continue with this follow-up lesson containing tips for creating dashboards with Quick Filter functionality in mind. This lesson will take about 5 minute to complete. Click to launch: Quick Filters and Dashboard Design
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Overview 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. What is a Success Accelerator Workshop? Anaplan offers targeted workshops, Success Accelerators, which will enable you with the skills and tools you need to succeed with speed. Anaplan product experts will help you build a prescriptive plan tailored to your specific needs and we will run the first mile together, so you feel confident executing against the plan. The Success Accelerator workshop is comprised of three phases; Learn, Strategize, and Plan. At the end of the workshop you will have a deep understanding of the components that are required to set up and run your internal Anaplan capability. For more information on pricing and scheduling please contact your Customer Success Business Partner. On-Demand Modules Reviewing these modules (plus the workbook) on your own will give you a good feel for the CoE building process. As you review these items please keep in mind this is not an end-to-end training program, but is more of an introduction to the elements and topics you will need to consider when building a CoE. We recommend progressing through in the following order: On-demand: Governance and Ownership (8:00) On-demand: Establishing a Governing Body (2:47) Workbook: Sections 1 & 2 On-demand: Maintenance and Enhancements (5:30) On-demand: New Model Requests (3:54) Workbook: Sections 3 & 4  On-demand: Roles and Team Structure (12:36) Workbook: Sections 5 & 6 Read community article: Topics > Importing and Exporting Data > Shared Best Practices > Building a Data Hub  Workbook: Sections 7 & 8
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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!
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This course is an introduction to time ranges that provides the information you need to know to begin using time ranges in your models. It includes what time ranges are, how to set them up, and how to add them to a module or line item. It also provides guidance on when to use the model calendar and when to use time ranges.   Lessons: What are time ranges? (2 - 3 minutes) How to set up time ranges. (2 - 3 minutes) Aggregation and granularity (2 - 3 minutes) Adding a time range to a module (2 – 3 minutes, includes a 1-minute video) Adding a time range to a line item (1 – 2 minutes) Model Calendar vs. Time Range (2- 3 minutes) This class will take approximately 10-20 minutes to complete.   Launch training
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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 
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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.
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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.
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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.
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  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.  
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This course includes an overview of the DocuSign Integration functionality, what is needed to use the integration on a project, and a flow chart that walks through the process. It includes links to Anapedia for details on the steps in the process.    Note that this course was developed with a web-based tool. Instead of clicking next, you’ll scroll down through the content. It has been divided into lesson and you can access the lessons in any order after you start the course.   Lessons: Overview  (10 minutes, includes a video) Using the DocuSign Integration on a Project  (1 - 3 minutes) Process Overview (2 - 3 minutes) 1. Determine Data Requirements (1 minute) 2. Create Template and 3. Create Module (2 - 5 minutes) 4. Create Envelope (2 - 5 minutes) 5. Create Workflow (2 - 5 minutes) 6. Preview and Send Envelope (1 - 4 minutes) 7. Track the Envelope Status (1 - 6 minutes)    Launch Course
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How much do your courses cost? On-demand: All on-demand courses are available as part of your Anaplan subscription and do not require an additional cost except for the Model Builder Certification evaluation. On-site: On-site training offered at our offices is available and priced by course. This is subject to training discounts according to your partner agreement. 102: Introduction to Model Building (2 days): $1200 (£1,350, €1,350) Model Builder Certification evaluation: This evaluation is $500 (£235, €265) and is subject to training discounts. How can I register for on-site training? Please fill out the registration request available on the Anaplan Learning Center or contact acdemy@anaplan.com. How do I know when on-site training is offered? Please visit Academy Training Schedule to view our training calendar for dates and locations for all of our upcoming offerings. How do I schedule private training and what is the cost? Contact academy@anaplan.com for rates and availability. I am already a Solutions Architect. Do I need to go back and start over? Current Solutions Architects will be grandfathered in; however, you will still be subject to recertification requirements (dates TBD). As well, Anaplan reserves the right to request that you complete or repeat the coursework if your certification has lapsed or customer satisfaction survey results become unfavorable. Can I still complete the certification? Do I need to? All Anaplan partners are welcome to complete our certifications. This is a great opportunity for you to ensure that your skills are aligned with our best practices. However, we also want to recognize the skills and expertise of our partner community. If you feel that your experience is equivalent or greater to the requirements, please fill out the application available on the Anaplan Learning Center or contact academy@anaplan.com.  
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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
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  Overview This set of classes address how data is used and managed within an Anaplan model:   Anaplan Connect (301) Anaplan Connect enables the Anaplan administrator to automate Anaplan imports of data and lists, exports. and other actions from the client. Find out more about this valuable tool in this course. The Quick Start to Anaplan Connect can be found at https://community.anaplan.com/t5/Anapedia-Integrations/Anaplan-Connect/ta-p/5007 After completing this learning you will will 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 This class will take approximately 15-30 minutes to complete.   Launch Training   Anaplan Data Integration Basics (303) 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. This class will take approximately 45-60 minutes to complete.   Launch Training   Creating a JAVA keystore for use with Anaplan Connect This 5:08 video walks through the Certificate Authentication process as described on Anapedia. More information about the Java keytool discribed in this video can be found here. Launch Video
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  This set of training classes includes information on improving model performance by understanding and eliminating sparsity. Classes include:   Introduction to Sparsity (309) 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. After completing this learning you will will be able to: Define concepts such as storage capacity and workspace memory Differentiate between model, module and line item sizes Contrast the differences between sparse cells and dense cells Explain how sparsity is measured in a model This class will take approximately 5-10 minutes to complete.   Launch Training      Eliminating Sparsity (310) 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.   After completing this learning you will will be able to: 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   Please note that understanding sparsity is important when taking this training, so we strongly recommend completing 309 Understanding Sparsity before beginning. Additionally to help you follow along we are providing to model blueprints, the before and after of one of the examples used in the training. This class will take approximately 10-20 minutes to complete.   Launch Training
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