Sort by:
Overview Application Lifecycle Management (ALM) enables clients to effectively manage the development, testing, deployment, and ongoing maintenance of applications in Anaplan. With ALM, changes can be introduced without disrupting business operations by securely and efficiently managing and updating your applications with governance across different environments, and quickly deploying changes to run more “what-if” scenarios in your planning cycles as you test and release development changes into production.   Videos This series of videos discuss different aspects of ALM and includes demos performed in a live model. Part 1 (8:00) click here Benefits of ALM Model modes of ALM (Standard & Deployed) Structural vs Production Data What is a production list? What can and can't be changed in Deployed mode   Part 2 (11:30) click here Revisions and Revision Tags Compatible Models Syncing between Development and Production Model types: Single, Split Model, and Similar Model   Part 3 (11:48) click here Set up - Development only Set up - Production only Set up - Existing Dev/Test/Prod Set up - Simple Set up - With Data Hub   We value your feedback! If you enjoy the videos please give a Kudo! Leave a comment and let us know if there is other information you would like around ALM. You can also do a search on community for more information around ALM.
View full article
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      
View full article
Overview This class’ intention is to focus on the process of conceptualizing and designing dashboards that are relevant and useable for the end user. Dashboards provide the needed focus on the output of the model, which is important for good model design. You will find this class useful if you want to understand how to design dashboards that meet the needs of each end user role. This class is conceptual and not intended to be a technical "how to" build training. Topics include: Why good dashboard design is important The main types of dashboards Dashboard design concepts Gathering and identifying the correct information Choosing the best components to use Proper dashboard layout Utilizing user feedback and the review process   Class information This class will take approximatly 50-60 minutes to complete. The ability to bookmark is currently not available so if you leave a section remember where you were, class navigation is open so you can easily return.  We strongly recommend you review these classes in the order below. If desired, full scripts are available in the .zip file (3MB) attached to this article.    Click on each section to view the video. Sections: Dashboard Design Introduction 4:00 Dashboard Types 19:00 Dashboard Design Concepts 9:15 Dashboard Components 10:30 Dashboard Prep 6:15 Dashboard Design and Layout 13:00 Dashboard Review 3:00 We value your feedback! Please kudo if you like the class or feel free to share in the comments below. What did you like? What do you want more explanation around?
View full article
Summary: In this short lesson, model builders learn how to change the default page selector to the top level of a list. This course will take about 5 minutes to complete. Click to launch course!
View full article
Summary: Learn about the options and shortcuts for sorting data in a module or on a dashboard. This course will take about 5 minutes to complete.   Click to launch course! 
View full article
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
View full article
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!
View full article
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
View full article
We’ve been in the process of revamping our Anaplan Learning Journey, which can only mean one thing - new classes! Launchpad will be going away come July 31st, 2019 to be replaced by our new Level 1 Model Building class. That means that all of our current certified trainers will need to take our new, two-day Level 1 Train the Trainer by July 31st, 2019 in order to maintain their certification. If you'd like to sign up for a class, please do so here. For those of you looking to become or re-certify as Level 1 Model Building trainers, you’ll find the pre- and post-work for the course below. If you have any additional questions, please reach out to   academy@anaplan.com. Please note that this class does have significant pre-work and a post-work assignment. You must complete all prerequisites, listed below, before the start of class. You'll need to have a Learning Center account in order to complete some of the pre-requisites. Do have a Learning Center account? Learn how to set one up here. Pre-Work: Build out the Level 1 Model Building model in its entirety and complete the exam (you'll receive the materials and be enrolled in the course upon enrollment in Train the Trainer).  Complete the following assignments: Watch the Basic Building Blocks video and be prepared to present it back to the class Read through the Instructor Guide and Level 1 PPT to gain an understanding of which activities are covered in the course. Post-Work (re-certifying trainers are exempt): Complete a co-teach with another Level 1 certified trainer.  This will be a time to focus, learn and grow! We look forward to seeing you and facilitating this process.
View full article
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 
View full article
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.
View full article
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.
View full article
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.
View full article
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.
View full article
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.
View full article
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. 
View full article
  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.  
View full article
    Course Objectives Where to find more resources about Informatica An overview of HyperConnect Demonstration of how to install the secure agent  Demonstration of how to setup connections Demonstration of how to setup Data Synchronization Resources There are two resources you can use when working in HyperConnect.  Anaplan Community Several community articles are located by performing a search on this community site. You can also find help in the data integration forums at:  Product Conversations > Data Integrations . Informatica's Help There are also a number of resources available on the  Informatica Cloud website . The video below reviews what is available as well as where to locate it on the site. Video: Locating and using Informatica help resources   HyperConnect Overview This 3:16 video reviews: The difference between HyperConnect and Informatica Cloud How scheduling works in HyperConnect What the secure agent is The main integration scenarios   The Secure Agent The first thing that needs to be done before utilizing Informatica Cloud is to install a secure agent. The Informatica Cloud Secure Agent is a lightweight program that runs all tasks and enables secure communication across the firewall between your organization and Informatica Cloud.   When the Secure Agent runs a task, it connects to the Informatica Cloud hosting facility to access task information. The Secure Agent connects directly and securely to sources and targets, transfers data between them, orchestrates task flows, runs processes, and performs any additional task requirement.   Detailed Secure Agent information can be found on   Informatica's help pages.    Demo Secure Agent Setup   Connections A connection enables you to access data from cloud and on-premise applications, platforms, databases, and flat files. Use connections to specify the location of sources, lookups, and targets included in a task.   You can create a connection for connectors that are installed in Informatica Informatica Cloud. Many connectors are pre-installed, however you might want to use a connector that is not pre-installed. Add-on connectors created by Informatica and Informatica partners are available for installation.   More information about connections can be found in   Informatica's Online Help. Below are three demonstrations showing connection setup.   Demo Connecting to Anaplan   Demo Connecting to Salesforce   Demo Connecting to MySQL   Data Synchronization You can configure a Data Synchronization task using the Data Synchronization Task wizard. The wizard allows you to synchronize data between a source and target. For example, you can read sales leads from your Anaplan sales model and write them into Salesforce. You can also use expressions to transform the data according to your business logic or use data filters to filter data before writing it to targets.   You can use a single object as a   source   or multiple related objects as sources in a Data Synchronization task. You can also use multiple objects for database connection types. Define relationships based on key columns or create a user-defined join condition.   You can use a single object as a   target   for a Data Synchronization task. The target connections that you can use depend on the task operation you select for the task. Remember that Anaplan   must be   either the source   or   the target to use HyperConnect.   More information on the Data Synchronization Task Configuration can be found in   Informatica's Online Help. Below are a few demonstrations showing the setup of different data sync options.    Demo Sync SFDC to Anaplan   Demo Sync Anaplan to SFDC   Demo Sync MySQL to Anaplan   Automating the error dump This 3:46 video shows how to set up a task flow in Informatica Cloud. This task flow automatically sends the result of an error dump to a flat file or database.     Advanced training coming soon! Thank you for taking this introductory course. Advanced training is currently being created so subscribe to this page for updates and changes. In the meantime if you have questions not covered in this training email ram.narayanan@anaplan.com.
View full article
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
View full article
  Foundations (101) Audience: End Users   Summary: This course is aimed at end users and not model builders.  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. Level 1 Model Building  Audience: Model Builders   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; where you will build a Finance model for Unicorn Candy Company.    This course is supported by over 50 micro-lessons (5-10 minutes in length) on an assortment of topics to help you build your first model.   Course Objectives: By the end of this class, you’ll be able to: Identify the elements of DISCO (Data, Input, System, Calculation, and Output) in a model schema.  Build a model in Anaplan that includes modules, lists, line items and hierarchies.  Import data into a model.  Construct formulas and functions to calculate data and reference modules.  Build end user dashboards that include grids, charts, and lists.  Assign role-based model access permissions. The On demand version of this course  will take about 25-30 hours to complete. Start the course here.  There is also an Instructor Led version of this course that takes 3 days.  You can sign up to take a class here.   August 31st 2019, this course replaced 102 Introduction to Model Building and 201 Intermediate Model Building.  Level 2 Model Building  Audience: Model Builders   Summary:The Level 2 Model Building training program includes over 40 micro-lessons (5-10 minutes in length) on a variety of just-in-time topics and concepts to provide additional information on model building best practices and Anaplan functionality.    Course Objectives: By the end of this class, you’ll be able to: Explain the elements of an agile implementation methodology Build a Data Hub model Import data from one model to another Set up import/export processes Design security solutions for end user access Build dynamic charts Describe recommended best practices for using saved views, exports, and filters Explain Application Lifecycle Management (ALM) functionality Describe and use Line Item Subsets Identify when to use numbered lists Explain Version capabilities The course  will take about 25-30 hours to complete. Start the course here.    August 31st 2019, this course replaced the 299 FP&A Case study. Agile and Anaplan (140) Audience:Model Builders and Project Managers   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. Anaplan Administration (110) Audience: Model Builders   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.   Anaplan Connect (301) Audience: Model Builders, Data Integration Specialist  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) Audience: Model Builders, Data Integration Specialist  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) Audience: Model Builders 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) Audience: Model Builders   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) Audience: Model Builders   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) Audience: Model Builders   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) Audience: Model Builders   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) Audience: Model Builders   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) Audience: Model Builders   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 Audience:Model Builders and Data Integration Specialist    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 Audience:Model Builders     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) Audience:Model Builders and Project Managers 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
View full article
Announcements

End users not happy with your model?

Clear up that problem using our best practice process for model design.
The model design process


Need more information on Application Lifecycle Management (ALM)?

Our newest Advanced Topic course discusses how ALM enables clients to effectively manage the development, testing, deployment, and ongoing maintenance of applications in Anaplan. Check out ALM training today!

Top Contributors