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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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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 had a lot of interest in the Anaplan Certified Trainer course and we get regular questions about what sort of prep is necessary. Below you’ll find the pre- and post-work for the course. If you have any additional questions, please reach out to   enablement@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. A Learning Center account is required for some of the prerequisites. Set yourself up for success. Pre-Work Complete the following classes: 100: Customer Orientation 101: Foundations 102: Introduction to Model Building  Instructor Led version or OnDemand for Certified Trainers version. You must request enrollment in the OnDemand version at Enablement@anaplan.com . 201: Intermediate Model Building Optional:  The Agile Suite   (140, 341, 342); 280: Whiteboard the Anaplan Way   Complete the following assignment below: Select one (1) of the sections labeled 1-10 on the Training Progression Guide and outline how you would teach everything in that section to a first-time Anaplan user. Please consult the 102 Build-Along Guide   and the   Launchpad presentation. Example:   Section 3 is Formats and Formulas (Blueprint + Formulas, pt 1). If you selected section 3, you would need to explain and demonstrate what Blueprint view, summary settings, the formula bar, adding/deleting references, and what the Revenue module formulas mean. These would be slides 69-77 in the   above-linked   presentation.   Using your outline, select one topic from your section and make a five-minute video presentation   to bring to the class and present to a partner. Please use all the resources available (Build-Along Guide,   Training Progression Guide, Community, the ITMB Instructor Led app, and   slide deck). This video must be done BEFORE the class   Read the   Trainer Grading Rubric – the guide we’ll be using to grade all teach-backs performed in the class.   Think of something that everyone would be familiar with and that you do regularly (ex: making toast, putting fuel in a car, using Google Maps) and preparel an outline for how you would teach a five-minute course to someone who is completely unfamiliar with the topic.   Bring your outline to the class. Post-Work (Final Exam) This is work to be done in the week after the class but before you do a co-teach opportunity to be able to teach Launchpad on your own. Using the outline, you produced and the skills you gained during the class, prepare a twenty (20) minute presentation on the section that you outlined in the pre-work.   Arrange a time with your instructor to perform the presentation over video chat. This work must be done to have this class marked as complete.   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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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: Anaplan Administration enables you to streamline user access and model administration across your entire Anaplan footprint. This feature allows your customer-level administrators greater governance and control, giving them the ability to implement user changes and organize models across the enterprise. Course Objectives:   By the end of this class, you’ll be able to: Understand how Anaplan Administration can help control users’ access to your models and workspaces Located system users Identify which models and workspaces individuals can access Enable or revoke Anaplan access Identify who has access to specific models The course  will take about 10 minutes to complete. Start the course here.  
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