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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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Use of effective dating addresses the basic challenge of recording the dates when a change is made in the system. To use an HR example, recording when an employee transfers from one department to another. Other examples include contract renewals, territory assignments, and compensation plans. Essentially, any change that you want to be able to document and record a history of when that change happened, requires effective dating. After completing this course, the learner will be able to: Explain when is an appropriate time to use effective dating techniques and why they are important Utilize start, end, and transfer dates to create effective dating formulas Create an Action to sync employee information Have the system properly attribute resources to the correct hierarchy, such as the employee's salary to the correct department Write formulas to calculate headcount This class will take approximately 17-20 minutes to complete.   The model blueprint is also attached to this article. Launch Training
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  This set of training classes includes information on improving model performance by understanding and eliminating sparsity. Classes include:   Introduction to Sparsity (309) Unnecessary model size has a large impact on your Anaplan environment from using valuable space to slowing down key processes. Sparsity is one of the biggest causes of inflated models. Understanding what sparsity is and how it impacts a model is the first step in knowing how to reduce it. After completing this learning you will will be able to: Define concepts such as storage capacity and workspace memory Differentiate between model, module and line item sizes Contrast the differences between sparse cells and dense cells Explain how sparsity is measured in a model This class will take approximately 5-10 minutes to complete.   Launch Training      Eliminating Sparsity (310) Sparse cells within an Anaplan model are cells that do not contain and are not expected to contain data. The platform still needs to allocate memory space to these cells even though they are not used. The trick is being able to identify and combat these cells in existing models as well as preventing them when building new.   After completing this learning you will will be able to: Identify sparse cells in existing models Think critically when building new models to keep sparsity at a minimum Utilize line item components such as Applies to, Formulas, Summary, Versions, and Time to reduce sparsity Analyze which dimensions are necessary in a module and which could be removed Write formulas which allow you to eliminate other line items or dimensions Understand how numbered or subset lists can be used to reduce sparsity   Please note that understanding sparsity is important when taking this training, so we strongly recommend completing 309 Understanding Sparsity before beginning. Additionally to help you follow along we are providing to model blueprints, the before and after of one of the examples used in the training. This class will take approximately 10-20 minutes to complete.   Launch Training
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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: 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: 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: 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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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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This course includes an overview of the DocuSign Integration functionality, what is needed to use the integration on a project, and a flow chart that walks through the process. It includes links to Anapedia for details on the steps in the process.    Note that this course was developed with a web-based tool. Instead of clicking next, you’ll scroll down through the content. It has been divided into lesson and you can access the lessons in any order after you start the course.   Lessons: Overview  (10 minutes, includes a video) Using the DocuSign Integration on a Project  (1 - 3 minutes) Process Overview (2 - 3 minutes) 1. Determine Data Requirements (1 minute) 2. Create Template and 3. Create Module (2 - 5 minutes) 4. Create Envelope (2 - 5 minutes) 5. Create Workflow (2 - 5 minutes) 6. Preview and Send Envelope (1 - 4 minutes) 7. Track the Envelope Status (1 - 6 minutes)    Launch Course
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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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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: 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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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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