When you are first starting to learn Anaplan, you will need to know the basic terminology. Most learn this in our in-person Launchpad course, or one of the online options. We have compiled the basic words everyone needs to know which you will hear in training and throughout your journey with Anaplan. Want to learn the basics? Start here.
Anaplan provides many functions and resources to enable you to quickly build models and start manipulating data. To dive into Modeling and learn more, explore Modeling Overview and Good Practice for Model Building.
Each company (or autonomous workgroup) has its own Workspace. A workspace has its own set of users and may contain any number of models.
To learn more about Workspaces, explore Anapedia Workspace Administration.
A model contains line items, modules, and lists that represent each aspect of a business. Models are self-contained, but dimensions can be linked to and updated with data from another model.
To learn more about Models, explore Anapedia Models.
Lists are groups of related items, such as people in a department, products on a shopping list, or the regions comprising a geographic area. They are fundamental to Anaplan as they define the structure and content of a model.
To learn more about Lists, explore Anapedia Lists.
A dimension is an item, measure, or characteristic of your data that can be calculated or manipulated to answer business questions; observe trends; or assess What If situations for planning purposes.
To learn more about Dimensions, explore Anapedia Dimensions.
Modules are the components of each Anaplan model, and are built-up using line-items, timescales, list dimensions, and pages.
To learn more about Modules, explore Anapedia Modules.
A dashboard is the primary user interface for End Users. A dashboard is a combination of grids and charts published from modules in a model. Each dashboard can have as many grid and chart elements as you like and these elements can be drawn from different modules.
It is easy to have the elements on a dashboard (grids and charts) 'synchronize' together, to deliver a rich user experience. For example, the Head of EMEA Sales can select 'EMEA' from a Region list, and see all other grid and chart elements synchronize to show only data relevant for EMEA.
To learn more about Dashboards, explore Anapedia Dashboards.
To learn more about Dashboards and Visualization, explore Dashboard & Visualization.
A default dimension, Versions enable you to compare different scenarios for the data in a model. For example, you can compare a version that contains actual sales data for product lines, with a version that holds forecast sales data.
To learn more about Versions, explore Anapedia Versions
Charts add a strong visual impact to your data and make it easier to spot trends, areas of concern, and successes. There are many kinds of chart type, and different ways of working with the data in those charts. Choosing the right chart for the job is key, as is knowing how to create different kinds of reports.
To learn more about Charts, explore Anapedia Charts.
To learn about which chart is the right one to use, explore Which chart type should I use?