Sort by:
Anaplan Academy Learning Center The Learning Center is a valuable part of your Anaplan Community experience. Your free access includes over 100 online courses and videos. With over 36,000 registered users, our goal is to help you get the most out of Anaplan as quickly and easily as possible.   Effective November 7, 2019 We have upgraded our security and added a new single sign-on process to enhance your experience across the Learning Center and the Anaplan Community. Both of these sites now use the same email and password for seamless access. You no longer need to log into your Anaplan workspace before you can register and access the Learning Center online courses. Carefully review the options listed below and follow the steps to gain access to the Learning Center quickly.   Option 1: I have a Community account, but I do not have a Learning Center account yet. You are off to a great start! If you are logged into your Anaplan Community account while reading this article, just open a new browser and visit https://learning.anaplan.com. Our new single sign-on process will recognize your Community account and will get you in shortly. You will see a dashboard page appear with easy access to Featured courses as well as over 100 other resources. Update your user profile by clicking the drop-down arrow by your name (top right corner). Click here to download our new Learning Center tour guide for easy-to-follow instructions.  Option 2: I do not have a Community account or a Learning Center account.  Welcome! Let's get you started by signing you up for a new Community account. The Community account grants you single sign-on access to both sites.  Open a new browser tab (so you can keep this page visible) and visit https://learning.anaplan.com When the login screen (below) appears, click the link at the bottom Need help signing in? and then select the Register an account link. Click "Need help signing in?" to begin Complete the Community account registration screen (see below) including the following screen to enter your password and selecting security question & answer. After your registration process is complete, you may be redirected back to the login screen, your new Community home page, or your Learning Center dashboard. At any time in the future, you can simply go to https://learning.anapan.com and log in with your email address and the new password you entered above for unrestricted access to over 100 online courses to help you in your Anaplan journey. If you need assistance at any time, please don't hesitate to send an email to academy@anaplan.com and include all the details of your request. Please include a screenshot if that would be helpful to understand any issues you may have encountered in the registration process. Thank you! The Anaplan Academy Team Click here to download our new Learning Center tour guide for easy-to-follow instructions..  Transferring Your Training Records to a New Email  Email academy@anaplan.com with your old email and your new email and request the transfer.
View full article
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
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.
View full article
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.
View full article
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.
View full article
Audience:   Model Builders, Admins   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
Audience:   Model Builders, Admins    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.
View full article
Audience:   Model Builders, Admins    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
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.
View full article
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.
View full article
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. 
View full article
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.
View full article
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.
View full article
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.
View full article
Audience:   Model Builders   Summary:The Level 2 Model Building training program continues on with Unicorn Candy's Connected Planning journey.  You will build out two different models, a Data Hub and a Supply Chain Model.  This course is supported with 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. 
View full article
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 online version of this course  will take about 25-30 hours to complete.   Start the Course!     There is also an Instructor Led version of this course that takes 3 days.    You can sign up to take a class here.
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
View our Learning Center Tour guide for complete instructions to access the Learning Center. Learn more about our new security single sign-on process effective on November 7, 2019. Click here to download our new Learning Center tour guide for easy-to-follow instructions.                          
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
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