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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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. 
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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.
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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.
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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.
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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. 
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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.
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Learn how to get set up in learning center and prepared to start training 
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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.                          
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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.
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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. 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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Overview 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. 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
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  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
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