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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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Below is the learning path we recommend for most customers.   
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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.
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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      
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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?
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Background and Initial Set-up: The Anaplan platform provides single-sign-on to the Learning Center from your company workspace You are added to your Anaplan Workspace by your administrator If you have single-sign-on (SSO) to your Workspace, access the Anaplan Launchpad now. If you have already completed your registration for the Learning Center, simply open up a new browser tab and enter https://learning.Anaplan.com and save this as a favorite/bookmark for easy access in the future. Step 1: Log into Anaplan Step 2: Confirm you are logged into your workspace        Step 3: Navigate to the Anaplan Learning Center       Access our Learning Center: Open a new tab or page in your browser Type in https://learning.Anaplan.com Save this as a favorite/bookmark in your chosen browser If you have already completed your registration for the Learning Center, skip to Step 6.   Step 4: First time users to the Learning Center must create their Learning Center user profile     Step 5: First-time users to the Learning Center must also confirm their email to access this site. 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 to the Learning Center. Click on the Continue button to complete your registration and view your Learning Center dashboard. Step 6: Get to Know Your Learning Center Dashboard Step 7: Begin Your Learning Journey Start with our Anaplan Essentials… our comprehensive curriculum for all things Anaplan. Step 8: Get to know all the resources available on the Learning Center and Community Anaplan continues to expand our library of online and instructor-led training courses Learners have two options for online (OnDemand) learning: The Learning Center offers access to all courses to learners who are logged into their company workspace; (https://learning.anaplan.com) All courses are tracked for learners who desire a record of all learning or need to demonstrate competency and/or meet pre-requisites for other training or certifications; The Community offers access to select courses to learners who are logged into this site; (http://community.anaplan.com) Community courses are not tracked* for completion as many learners are just checking out Anaplan or our resources.  *The 102 Introduction to Model Building course links back to the Learning. Center for the final exam for learners who need this tracked. Learning Center Anaplan Community  Single-sign-on access granted to learners who are logged into their Anaplan workspace Product Training* The 102 Introduction to Model Building course will open up on the Anaplan Community, but the certification exam is on the Learning Center (tracked). Links to all videos Your learning dashboard Course Catalog (all courses) Record of Learning Access granted to anyone Community login required when you launch training courses Product Training* The 102 Introduction to Model Building Course is located on the Community. After completing the course, you will be directed back to the Learning Center for the exam Links to Community videos Instructor-led training (ILT) calendar and class registration Course catalog (select courses) Forums and Articles Step 9: Learning Center Resources & Features The Learning Center Menu provides you access to our growing Course Catalog featuring many individual courses that you can take to supplement your product training.        Use the Tags search feature to modify your catalog display and filter for specific tags attached to our courses.   The Learning Center Menu also gives you access to your personal Record of Learning displaying all your enrollments and completed learning. This is your transcript. Note: completed course data also is accessible in the Official Anaplan model.    
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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!
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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! 
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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 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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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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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.
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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: 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.
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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.
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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: 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.
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