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Anaplan Course Catalog
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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!
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
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.
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I am unable to maximize the Docusign course video. I would appreciate any help please.
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How do we Consolidate Training to one user profile when transitioning to new role?
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This is a fantastic article. One thing I will note is that the Course Catalog section of the Academy currently has a few courses that are no longer offered, but they are still listed as available courses. Also, it appears that there are a few courses offered here that are not listed in the Academy's Course Catalog.
