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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      
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  Overview Anaplan has several training courses available to bring you up to speed with how the agile process works with an implementation. (Click on the titles to launch)    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 course, you should 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. Click here for a printable file for taking notes.   Agile in Anaplan (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 apart of an Anaplan agile implementation. This course has optional selections that impact total run time. Maximum time is 50 minutes. Course Objectives:   By the end of this course, you should 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   Agile App (342) Summary:   This course provides an overview of working with the Agile Implementation - The Anaplan Way app. It is split into six parts which include how to use the app to: Setup a project Scope a project Run a project Use the app for user acceptance testing   Part 1 – Setting up a project (3:00) This video is an overview on setting up a new project within the app. Create a new project using a template Set up epicsSet up project members and assign roles Set up the sprint   Part 2 – Scoping a project (4:36) This video covers setting up the scope of the project using the app. Enter the project information (name, dates, resources, etc) Do time estimates, reviewing and cross checking the information Use the Project Calendar   Part 3 – Running a project (4:00) This video provides information on how to use the app to run a project. Add a user story Plan sprints with user stories Use the Project Planning dashboard to keep on track View user story and sprint status Enter daily scrum notes Track budgets and burn rates Review testing results Locate other resources   Part 4 – Project Testing (7:00) This video covers how to use the app to setup and track the user acceptance testing (UAT) process. Add testers Create test scripts and add steps Assign test scripts to users Testers reporting results using the Testing Page Review the testing log Review testing status of the complete project Part 5 – Time and Tracking (4:00) Actual Hours Time Tracking Burndown Chart UAT Performance Testing Enhancement Wish List Training Model Optimization   Part 6 - Miscellaneous (3:30) Miscellaneous Tips, Tricks & FAQs Moving Dates Agile Storyboard Tweaks   A guide to the Anaplan Way app is available here!
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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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   This set of training classes includes information on User Roles and Selective Access. Classes include:   User Roles Overview (306) Understanding how to setup 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 and overview of both user roles and selective access before moving into more details around the user role feature. It is recommended to take this topic before moving on to 307: Selective Access. After completing this course, the learner will be able to: Explain the importance of user roles and selective access in a model Create a model role Use roles to set permissions for modules, versions, Lists, and Actions Set landing dashboards for roles Personalize content by role Assign a model role This class will take approximately 15-20 minutes to complete.   Launch Training   Selective Access (307) 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. After completing this course, the learner will be able to: 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 levels of read and write access This class will take approximately 15-20 minutes to complete. Launch Training     Automating User Access (308) 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. After completing this course, the learner will be able to: 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 If you would like a closer look at the formulas and setup, a model blueprint is available for download. Click the Automating User Access Blueprint.xls link here or on the top right of the page. This class will take approximately 11 minutes to complete.   Launch Training
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Learn how to get set up in learning center and prepared to start training 
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The purpose of this training is to bring end users up to speed with the Anaplan platform. It is not intended to be a dive into building models. Additionally please note that what is discussed in this training is general information and not specific to your Anaplan build. Also note attached to this article are some basic job aids covering the topics contained in the training. After completing this learning you will understand: Who Anaplan is What the Anaplan platform does What Anaplan means to your role and others within your company Basic Anaplan navigation and terms This class will take approximately 25-35 minutes to complete.   Please note, if you have issues with the video in this course send an email to academy@anaplan.com. Not every corporate firewall is the same and we have some alternative methods for accessing the videos. Launch Course Enjoy the course? Have feedback? We value your opinion. Use the Kudo and Comments features below!
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Anaplan Learning Center Our Learning Center is the place for you to learn, share, and connect with fellow Anaplanners. Watch videos, collaborate with your peers and learn at your own pace. Our goal is to help you get the most out of Anaplan as quickly and easily as possible.   Registering for the Anaplan Learning Center Once your Workspace Administrator has added you to an Anaplan model with your company-sponsored email address, you can register for Anaplan training. (Please note: if a company-sponsored email address is not used, your request to access Learning Center will be declined.)   If you've not yet received an email to confirm that your Anaplan account is active, contact your Workspace Administrator.   Completing Your Anaplan Account Registration  If you have received an email from Anaplan (no-reply@anaplan.com) to confirm that your account is active, do the following: From within the email, click Complete your registration. Once on the Anaplan site, enter a password.  Passwords must be at least 8 characters, upper and lower case letters and at least one number. Enter your password again in the Confirm Password box. Select a locale and time zone. Select the checkbox to accept the Anaplan terms and conditions. Click Continue. You can now log into Anaplan.com to access your available workspaces.   Registering for the Anaplan Learning Center While still logged into Anaplan, go to https://learning.anaplan.com. Enter your First Name, Last Name, company-sponsored Email address, City/Town, Country, and Time Zone. Please note:  If a company-sponsored email address is not used, your request to access the Learning Center will be declined. Scroll to the bottom of the page and click Update Profile.  On the next screen, click Continue. You will receive an email from no-reply@anaplan.com.  Click on the link in the body of the email. You will be taken back into the Learning Center.  Click on the Continue button to complete your registration. To access all of the courses available in the Learning Center, click on the Anaplan logo on the upper left hand corner to be taken to the Learning Center welcome page.   Transferring Your Records to a New Email in Learning Center  Have your new employer add you to their workspace with your new employer email Email academy@anaplan.com with your old email and your new email
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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 and check out the Success Accelerators page.   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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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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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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Below is the learning path we recommend for most customers.   
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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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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.
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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. 
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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. 
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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
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