Anaplan's On-Demand Courses
Anaplan's On-Demand Courses

Now you are able to learn on-line at your own pace with Anaplan’s on-demand courses for Model Builders at Level 1, Level 2, and Level 3. We also have in-depth “optional” courses for Solution Architects. Unless you are a true expert, we recommend you start with Level 1 and work your way through.

All training is structured with micro-lessons which means you are able to learn in short amounts of time which fit more easily into your daily routine. But, when you complete the entire Level, you will have dramatically increased your model-building capabilities.

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Optimizing the New UX experience has never been easier. Learn how to make the most of the new features and functionality. Read Full Article
You can now download the “Certified Model Builder” certificate on Anaplan’s Learning Center! The requirements to become an Anaplan Certified Model Builder for 2020 include successful completion of Le...  Read Full Article
The Anaplan Academy is proud to launch the Level 3 Model Building training program! This course is designed to advance experienced model builders’ skills on their path to becoming a Solution Arc...  Read Full Article
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...  Read Full Article
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 Ana...  Read Full Article
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The Anaplan Way On Demand
Customers, employees, and partners have been clamoring for opportunities to learn The Anaplan Way so they can complete their Model Builder certification. We now have a way for anyone in the Anaplan e...
jordonsr}
Contributor / Created May 19, 2020
New UX: App Contents for Page Builders
Summary: This lesson describes the App Contents options for Page Builders using Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 1 minute U...
L.A.Foster}
Frequent Contributor / Created May 18, 2020
New UX: Page Design Best Practices
Summary: This lesson describes best practices for Page Builders designing pages using Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 5 mi...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Create a Form
Summary: This lesson demonstrates how Page Builders can create a form using Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 2 minutes Upda...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Configure Worksheet Actions
Summary: This lesson describes options for Page Builders to configure worksheet Actions using Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration:&n...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Add a Card on a Worksheet
Summary: This lesson describes how Page Builders can add a card to a worksheet using Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 1 min...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Add Quick Links
Summary: This lesson demonstrates how Page Builders add quick links to a worksheet using Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 1...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Add Primary Grid to a Worksheet
Summary: This lesson demonstrates how Page Builders add a primary grid to a worksheet using Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration:&nbs...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Worksheet Designer Overview
Summary: This lesson provides an overview of the Worksheet Designer options for Page Builders using Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Durat...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Convert My Page to an App Page
Summary: This lesson describes how Page Builders can convert an existing My Page to an App Page using Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Dur...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Add Actions to a Card
Summary: This lesson demonstrates how Page Builders can add Actions to cards in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 1 minute U...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Restrict Page Access
Summary: This lesson describes the options for Page Builders to restrict user experience page access in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson D...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Delete a Card in Template Library
Summary: This lesson demonstrates how Page Builders can delete a card from the Template Library in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Durati...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Edit a Card in the Template Library
Summary: This lesson explains how Page Builders can edit a card in the Template Library in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: ...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Add a Card to Template Library
Summary: This lesson describes how Page Builders can add a card to the Template Library in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: ...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Use a Card from Template Library
Summary: This lesson demonstrates how Page Builders can use a card from the Template Library in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration:...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Card Template Library
Summary: This lesson provides an overview of the Card Template Library for Page Builders using Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration:&...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Delete a Card
Summary: This lesson demonstrates how Page Builders can delete a card from a board in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 1 mi...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Board Layout
Summary: This lesson describes the board layout options for Page Builders using Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 2 minutes ...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Set up a Hierarchy Sync Across Grids
Summary: This lesson demonstrates how Page Builders can set up a hierarchy data sync across grids in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Dura...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Select Data Source for a Card
Summary: This lesson demonstrates how Page Builders select a data source for a card using Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: ...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Board Designer Overview
Summary: This lesson provides an overview of the Board Designer options for Page Builders in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration:&nb...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Adjust Context Selector Options
Summary: This lesson describes how Page Builders can adjust Context Selector options in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 4 ...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Create a Custom Data View
Summary: This lesson describes how Page Builders can create a custom data view in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 3 minute...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Create a Saved Model View
Summary: This lesson demonstrates how Page Builders can create a saved model view in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 2 min...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Configure an Action Card
Summary: This lesson demonstrates how Page Builders can configure an Action card in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 1 minu...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Configure a Field Card
Summary: This lesson explains how Page Builders can configure a field card in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 1 minutes Up...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Configure an Image Card
Summary: This lesson demonstrates how Page Builders can configure an image card in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 1 minut...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Configure a KPI Card
Summary: This lesson describes how Page Builders can configure a KPI card in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 1 minutes Upd...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Configure a Chart Card
Summary: This lesson describes how Page Builders can configure a chart card in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 1 minutes U...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Configure a Grid Card
Summary: This lesson demonstrates how Page Builders can configure a grid card in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 1 minutes...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Configure a Text Card
Summary: This lesson explains how Page Builders can configure a text card in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 1 minutes Upd...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Add a Card to a Board
Summary: This lesson explains how Page Builders can add a card to a board in Anaplan's New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 1 minutes Upd...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
Anaplan Academy: Micro-Lessons Available for New UX
Optimizing the New UX experience has never been easier. Learn how to make the most of the new features and functionality.
ChrisMullen}
Community Boss / Created May 5, 2020
Complete Training for Model Builders from Anaplan Academy
New, aspiring, and experienced Model Builders can now come to Anaplan Academy for all the training they need to improve their Anaplan skills. Here’s an overview of the three levels available on deman...
jordonsr}
Contributor / Created Apr 30, 2020
Certified Model Builder Certificate
You can now download the “Certified Model Builder” certificate on Anaplan’s Learning Center! The requirements to become an Anaplan Certified Model Builder for 2020 include successful completion of Le...
ashley.gilbert}
Contributor / Created Mar 24, 2020
New UX: Change Model for Multiple App Pages
Summary: This lesson explains how Page Builders can change the model used for multiple app pages at one time in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders ...
L.A.Foster}
Frequent Contributor / Created Mar 22, 2020
New UX: Change Model for a Single Page
Summary: This lesson explains how Page Builders can change the model used for a single page in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration:&...
L.A.Foster}
Frequent Contributor / Created Mar 22, 2020
New UX: Move a Page
Summary: This lesson explains how Page Builders move a page to another app in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 1 minutes Up...
L.A.Foster}
Frequent Contributor / Created Mar 22, 2020
New UX: Create a Page
Summary: This lesson demonstrates how Page Builders create a page in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 1 minutes Updated:&nb...
L.A.Foster}
Frequent Contributor / Created Mar 22, 2020
New UX: Show Models for an App
Summary: This lesson demonstrates how Page Builders can view the models used for an App page in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration:...
L.A.Foster}
Frequent Contributor / Created Mar 22, 2020
New UX: Create a Category
Summary: This lesson describes how Page Builders can create a category in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 1 minutes Update...
L.A.Foster}
Frequent Contributor / Created Mar 22, 2020
New UX: Manage My Pages
Summary: This lesson explains the options for Page Builders to manage My Pages in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 1 minute...
L.A.Foster}
Frequent Contributor / Created Mar 22, 2020
New UX: Duplicate an App
Summary: This lesson explains how Page Builders can duplicate an App using Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 1 minutes Updat...
L.A.Foster}
Frequent Contributor / Created Mar 22, 2020
New UX: Delete an App
Summary: This lesson demonstrates how Page Builders can delete an App using Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 1 minutes Upda...
L.A.Foster}
Frequent Contributor / Created Mar 22, 2020
New UX: Create an App
Summary: This lesson demonstrates how Page Builders can create an App using Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 1 minutes Upda...
L.A.Foster}
Frequent Contributor / Created Mar 22, 2020
New UX: My Pages Overview
Summary: This lesson provides an overview of My Pages for end users using Anaplan’s New User Experience (NUX). Audience: End Users, Page Builders Lesson Duration: 5 minutes Updated:&nb...
L.A.Foster}
Frequent Contributor / Created Mar 22, 2020
New UX: Using the Worksheet Toolbar
Summary: This lesson demonstrates how end users utilize the worksheet toolbar in Anaplan’s New User Experience (NUX). Audience: End Users, Page Builders Lesson Duration: 1 minute Updat...
L.A.Foster}
Frequent Contributor / Created Mar 22, 2020
New UX: Adjust the Height of a Secondary View
Summary: This lesson demonstrates how end users can adjust the height of a secondary view using Anaplan’s New User Experience (NUX). Audience: End Users, Page Builders Lesson Duration: ...
L.A.Foster}
Frequent Contributor / Created Mar 22, 2020
New UX: Using the Insights Panel
Summary: This lesson describes the use of the Insights Panel with Anaplan’s New User Experience (NUX). Audience: End Users, Page Builders Lesson Duration: 1 minute Updated: March ...
L.A.Foster}
Frequent Contributor / Created Mar 22, 2020
New UX: Share an App Page
Summary: This lesson describes how end users can share an app page with other users with Anaplan’s New User Experience (NUX). Audience: End Users, Page Builders Lesson Duration: 1 minu...
L.A.Foster}
Frequent Contributor / Created Mar 22, 2020
New UX: Use a Form to Add to a List
Summary: This lesson describes how end users can input data into a list using a form on a page using Anaplan’s New User Experience (NUX). Audience: End Users, Page Builders Lesson Duration:...
L.A.Foster}
Frequent Contributor / Created Mar 22, 2020
New UX: Launch a Model Action
Summary: This lesson demonstrates how end users can launch a model action using Anaplan’s New User Experience (NUX). Audience: End Users, Page Builders Lesson Duration: 1 minute Update...
L.A.Foster}
Frequent Contributor / Created Mar 22, 2020
New UX: Save a Copy to My Pages
Summary: This lesson describes how end users can save a copy of an app page to their own My Pages using Anaplan’s New User Experience (NUX). Audience: End Users, Page Builders Lesson Durati...
L.A.Foster}
Frequent Contributor / Created Mar 22, 2020
New UX: Enter or Edit Data
Summary: This lesson explains how end users can add or edit data using Anaplan’s New User Experience (NUX). Audience: End Users, Page Builders Lesson Duration: 1 minute Updated: M...
L.A.Foster}
Frequent Contributor / Created Mar 21, 2020
New UX: Synchronize Data on a Board
Summary: This lesson describes how end users can synchronize data displayed on a Board in Anaplan’s New User Experience (NUX). Audience: End Users, Page Builders Lesson Duration: 1 min...
L.A.Foster}
Frequent Contributor / Created Mar 21, 2020
New UX: Using Context Selectors
Summary: This lesson describes how end users can use context selectors on a page using Anaplan’s New User Experience (NUX). Audience: End Users, Page Builders Lesson Duration: 1 minute...
L.A.Foster}
Frequent Contributor / Created Mar 21, 2020
New UX: Display Data Points on a Chart
Summary: This lesson demonstrates how end users display data points on a chart using Anaplan’s New User Experience (NUX). Audience: End Users, Page Builders Lesson Duration: 1 minute U...
L.A.Foster}
Frequent Contributor / Created Mar 21, 2020
New UX: Open a Linked Page
Summary: This lesson demonstrates how end users can open a linked page on Anaplan’s New User Experience (NUX). Audience: End Users, Page Builders Lesson Duration: 1 minute Updated:&nbs...
L.A.Foster}
Frequent Contributor / Created Mar 21, 2020
New UX: Page Features
Summary: This lesson provides and overview of Anaplan’s New User Experience Page features for end users. Audience: End Users, Page Builders Lesson Duration: 1 minute Updated: Marc...
L.A.Foster}
Frequent Contributor / Created Mar 21, 2020
New UX: Worksheet Overview
Summary: This lesson provides and overview of an Anaplan’s New User Experience Worksheet for end users. Audience: End Users, Page Builders Lesson Duration: 1 minute Updated: March...
L.A.Foster}
Frequent Contributor / Created Mar 21, 2020
New UX: Board Overview
Summary: This lesson provides and overview of an Anaplan’s New User Experience Board for end users. Audience: End Users, Page Builders Lesson Duration: 1 minute Updated: March 202...
L.A.Foster}
Frequent Contributor / Created Mar 21, 2020
New UX: Open a Page
Summary: This lesson demonstrates the procedure for end users to open a page using Anaplan’s New User Experience (NUX). Audience: End Users, Page Builders Lesson Duration: 1 minute Upd...
L.A.Foster}
Frequent Contributor / Created Mar 21, 2020
New UX: App Contents Overview
Summary: This lesson provides an overview of the App Contents for end users of Anaplan’s New User Experience (NUX). Audience: End Users, Page Builders Lesson Duration: 1 minute Updated...
L.A.Foster}
Frequent Contributor / Created Mar 21, 2020
New UX: Open an App
Summary: This lesson demonstrates the procedure for end users to open an App using Anaplan's New User Experience (NUX).  Audience: End Users, Page Builders Lesson Duration: 1 minu...
L.A.Foster}
Frequent Contributor / Created Mar 21, 2020
New UX: Logging In
Summary: This lesson demonstrates how to log in with Anaplan's New User Experience (NUX).  Audience: Model Builders, End Users, Page Builders Lesson Duration: 1 minute Updated:&nb...
L.A.Foster}
Frequent Contributor / Created Mar 21, 2020
New UX: Model Roles & Security
Summary: This lesson reviews model roles and security when using Anaplan's New User Experience.  Audience: Model Builders, Page Builders Lesson Duration: 1 minute Updated: Ma...
L.A.Foster}
Frequent Contributor / Created Mar 21, 2020
New UX: User Roles
Summary: This lesson reviews user roles for Anaplan's New User Experience (NUX).  Audience: Model Builders, End Users, Page Builders Lesson Duration: 1 minute Updated: March ...
L.A.Foster}
Frequent Contributor / Created Mar 21, 2020
New UX: Page Types
Summary: This lesson reviews the page types and features available in Anaplan's New User Experience (NUX).  Audience: Model Builders, End Users, Page Builders Lesson Duration: 1 m...
L.A.Foster}
Frequent Contributor / Created Mar 21, 2020
New UX: Terminology
Summary: This lesson reviews the terminology used in Anaplan's New UX.  Audience: Model Builders, End Users, Page Builders Lesson Duration: 1 minutes Updated: March 2020 This micr...
L.A.Foster}
Frequent Contributor / Created Mar 21, 2020
New UX: Introduction
Summary: Curious about Anaplan's updated user experience? This lesson gives a brief preview of the New UX (NUX).  Audience: Model Builders, End Users, Page Builders Lesson Duration:&nb...
L.A.Foster}
Frequent Contributor / Created Mar 21, 2020
Using Manage Models
Summary: This lesson describes how Workspace Administrators can use Manage Models to create, delete, copy, and rename models.  Audience: Model Builders Lesson Duration: 3 minutes ...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Roles and Selective Access
Summary: This lesson reviews how Roles and Selective Access are used for model security.  Audience: Model Builders Lesson Duration: 3 minutes This micro lesson is included in Leve...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Selective Access
Summary: This lesson describes how Model Builders can use Selective Access to control access to lists and more specifically, list members. Audience: Model Builders Lesson Duration:&nbs...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Adding a Role
Summary: This lesson describes the procedure for Model Builders to create a new role within a model and explains the permission levels and security options.  Audience: Model Builders L...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Workspace Administrator Role
Summary: This lesson reviews the platform permissions assigned to the Workspace Administrator role.  Audience: Model Builders Lesson Duration: 4 minutes This micro lesson is inclu...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Adding Users
Summary: The lesson describes how Model Builders can add a new user or a group of new users to a model. Audience: Model Builders Lesson Duration: 2 minutes This micro lesson is in...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Functional Areas
Summary: This lesson describes how Model Builders can create and assign model elements to Functional Areas to organize a model.  Audience: Model Builders Lesson Duration: 3 minute...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Standard Filters
Summary: This lesson demonstrates how to use standard filters to limit the data shown in a module or on a dashboard. Audience: Model Builders Lesson Duration: 12 minutes This micro lesson i...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Quick Filters and Dashboard Design
Summary: This lesson reviews design and functionality considerations for Model Builders regarding Quick Filters for end users on dashboards.  Audience: Model Builders Lesson Duration:&...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Using Quick Filters
Summary: This lesson reviews the use of Quick Filters that enable end users to easily filter the data displayed in a module view on a dashboard. Audience: Model Builders Lesson Duration:&nb...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Sorting
Summary: This lesson describes the options available for sorting data in a module or on a dashboard. Audience: Model Builders Lesson Duration: 4 minutes This micro lesson is inclu...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Synchronizing Dashboards
Summary: This lesson reviews the Anaplan functionality that synchronizes the data elements on an end user's (classic) dashboard based on their selections.  Audience: Model Builders Les...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Conditional Formatting
Summary: This lesson reviews how to add conditional formatting to color-code data based on value-based scale created with rules or criteria.  Audience: Model Builders Lesson Duration:&...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Publish a Chart to a Dashboard
Summary: This lesson demonstrates how to create and publish a chart on a (classic) dashboard.  Audience: Model Builders Lesson Duration: 5 minutes This micro lesson is included in...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Copying Down and Across
Summary: This lesson reviews the Copy Down/Copy Across functionality that Model Builders can use when entering data into a module to quickly copy the value in one cell down to all cells in a column, ...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Publish a Module to a Dashboard
Summary: This lesson demonstrates how to publish a module, or a view of a module, to a (classic) dashboard. Audience: Model Builders Lesson Duration: 2 minutes This micro lesson is inc...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Create a New Dashboard
Summary: This lesson explains the procedure for creating a (classic) dashboard in a model and using Dashboard Designer.  Audience: Model Builders Lesson Duration: 3 minutes This m...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Introduction to User Experience
Summary: This lesson demonstrates the view of a model from a Model Builder's and an end user's perspective. The lesson also discusses best practices and considerations for building the user expe...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Accessing Help and Anapedia Resources
Summary: This lesson demonstrates where to find helpful documentation and articles from within the Anaplan platform.  Audience: Model Builders Lesson Duration: 1 minutes - no audi...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Designing Models for the User Experience
Summary: This lesson explains the importance of planning and designing a model by focusing on how the end users will use the model to complete the business processes. Audience: Model Builde...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
PLANS: This is How We Model
Summary: This lesson reviews the basics of PLANS, the guidelines used to direct the structure and design of Anaplan models.  Audience: Model Builders Lesson Duration: 3 minutes Th...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Create a New Model
Summary: This lesson describes how Model Builders can create a new model using Manage Models.  Audience: Model Builders Lesson Duration: 2 minutes This micro lesson is included in...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Model Builder Navigation
Summary: This lesson provides a tour of Anaplan features for beginner Model Builders to more easily navigate within the platform.  Audience: Model Builders Lesson Duration: 3 minu...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
How Anaplan is Used for Connected Planning
Summary: This lesson describes the benefits of using Anaplan models within an organization to perform connected planning processes.  Audience: Model Builders Lesson Duration: 3 mi...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Log in and Search
Summary: This lesson demonstrates how to log into Anaplan and search for a specific model.  Audience: Model Builders Lesson Duration: 2 minutes This micro lesson is included in Level 1...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Using Model History
Summary: This lesson reviews how Model Builders and Workspace Administrators can use Model History to see the changes made to a model.  Audience: Model Builders Lesson Duration: 2...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Customizing Views
Summary: This lesson describes the options available to Model Builders to adjust how and what data is displayed.  Audience: Model Builders Lesson Duration: 5 minutes This micro le...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Style Settings
Summary: This lesson reviews the options and procedure for adjusting the style of line items to change their appearance.   Audience: Model Builders Lesson Duration: 2 minutes This...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Understanding Model Size
Summary: This lesson explains the factors and calculation to determine model size.  Audience: Model Builders Lesson Duration: 2 minutes This micro lesson is included in Level 1 Mo...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Formula and Function Resources
Summary: This lesson reviews key resources available for Model Builders to learn more about using Anaplan's functions in formulas.  Audience: Model Builders Lesson Duration: 2 min...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Copying a Module
Summary: This lesson reviews the options available to Model Builders when copying a module.  Audience: Model Builders Lesson Duration: 2 minutes This micro lesson is included in L...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Avoiding Hard Coding
Summary: This lesson reviews best practices to avoid hard coding when creating formulas to improve the adaptability of the model over time.  Audience: Model Builders Lesson Duration:&n...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
The SUM Function
Summary: This lesson describes the purpose and use of Anaplan's SUM function to aggregate values of items that meet one or more specific criteria. The lesson also provides a guided practice acti...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
The LOOKUP Function
Summary: This lesson describes the purpose and use of Anaplan's LOOKUP function in model formulas to map source data in another line item to the target of the formula.  Audience: Model...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Creating System Modules
Summary: This lesson shares the recommended best practices for using and building system modules in a model to hold functions and data that are referenced by input, calculation, and output modul...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Time Functions
Summary: This lesson reviews Anaplan's time series and non-time series functions used for time-based calculations.  Audience: Model Builders Lesson Duration: 2 minutes This micro ...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Build a Time Systems Module
Summary: This lesson reviews recommendations for creating a system module in a model to perform time calculations that can be referenced in formulas throughout the model.  Audience: Mo...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Summary Settings
Summary: This lesson reviews the Summary Method settings and considerations for selecting the best option for the module data.  Audience: Model Builders Lesson Duration: 3 minutes...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Best Practices for Formulas with References
Summary: This lesson describes recommended best practices and techniques to make creating formulas that reference data throughout the model easier.  Audience: Model Builders Lesson Dur...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Add a Formula to a Line Item
Summary: In an Anaplan model, a formula is an expression which calculates the value of a cell. This lesson reviews how to add a formula to a line item in a module.  Audience: Model Bui...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Import Data to a Module
Summary: This lesson demonstrates the steps to manually import a data file (.csv) to a module.  Audience: Model Builders Lesson Duration: 15 minutes This micro lesson is included ...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Source to Target Mapping for Import to a Module
Summary: This lesson reviews the procedure to identify and map the dimensions in a source data file to target module during a data import.  Audience: Model Builders Lesson Duration: 6 ...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Saved Views for Model Builders
Summary: Saved views enable you to see the data in a module from different perspectives. This lesson reviews when and how a model builder would create and use a saved view.  Audience: ...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Using Pivot
Summary: This lesson describes how to use pivot to change the views of data by putting items in rows, columns, or using them as page selectors. Audience: Model Builders Lesson Duration: 2 m...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Add or Remove Dimensions in an Existing Module
Summary: This lesson demonstrates how to add or remove dimensions in an existing module using the Blueprint view settings for Applies To, Time Scale, and Versions. Audience: Model Builders Lesso...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Format Settings
Summary: This lesson reviews the Format options for module line items found in Blueprint view. The line item format determines the type of data that the line item can contain and how it will be ...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Blueprint View Settings
Summary: This lesson describes the options, settings and formats available in the Blueprint view of a module.  Audience: Model Builders Lesson Duration: 5 minutes This micro lesso...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Toggle Between Grid View and Blueprint View
Summary: This level demonstrates how to switch between viewing modules in Blueprint view to see the structure of the module or Grid view to display the data.  Audience: Model Builders ...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Source to Target Mapping in Formulas
Summary: When writing formulas in Anaplan, it is important that the platform knows where to retrieve the data from. This lesson reviews the concept of source to target mapping in formulas. ...
L.A.Foster}
Frequent Contributor / Created Mar 17, 2020
Adding a Module
Summary: This lesson demonstrates the procedure for creating a new module in a model.  Audience: Model Builders Lesson Duration: 3 minutes This micro lesson is included in Level 1...
L.A.Foster}
Frequent Contributor / Created Mar 17, 2020
Thinking Through Module Creation
Summary:  This lesson reviews considerations for model builders when adding modules to a model.  Audience: Model Builders Lesson Duration: 4 minutes This micro lesson is incl...
L.A.Foster}
Frequent Contributor / Created Mar 17, 2020
Best Practices for Naming Modules
Summary: Using a consistent naming convention for the modules in a model helps keep a model organized. This lesson reviews recommended best practices for naming conventions for modules.  Au...
L.A.Foster}
Frequent Contributor / Created Mar 17, 2020
Using DISCO for Module Planning
Summary: This lesson reviews how to use the concept of DISCO to organize and plan the modules for a model.  Audience: Model Builders Lesson Duration: 6 minutes This micro lesson i...
L.A.Foster}
Frequent Contributor / Created Mar 17, 2020
Model Map Overview
Summary: As you build a model, Anaplan generates a model map based on the modules and formulas. This lesson explains how to work with the model map.  Audience: Model Builders Lesson Du...
L.A.Foster}
Frequent Contributor / Created Mar 17, 2020
Create a Numbered List
Summary: This lesson reviews two methods for creating a numbered list in a model.  Audience: Model Builders Lesson Duration: 3 minutes This micro lesson is included in Level 1 Model Bu...
L.A.Foster}
Frequent Contributor / Created Mar 17, 2020
Create a List Subset
Summary: This lesson demonstrates how to select list items from a larger list using a Boolean line item to create a list subset.  Audience: Model Builders Lesson Duration: 3 minut...
L.A.Foster}
Frequent Contributor / Created Mar 17, 2020
Naming Conventions for List Subsets
Summary: This lesson reviews the recommended best practices for the naming convention used with list subsets.  Audience: Model Builders Lesson Duration: 2 minutes This micro lesso...
L.A.Foster}
Frequent Contributor / Created Mar 17, 2020
What is a List Subset?
Summary: This lesson explains list subsets and how and when to use a list subset in a model.  Audience: Model Builders Lesson Duration: 4 minutes This micro lesson is included in ...
L.A.Foster}
Frequent Contributor / Created Mar 17, 2020
Manually Import Data to a List
Summary: This lesson demonstrates the procedures for importing data files (.csv) into standard and numbered lists in a model.  Audience: Model Builders Lesson Duration: 14 mi...
L.A.Foster}
Frequent Contributor / Created Mar 17, 2020
Naming Conventions for Hierarchical Lists
Summary: This lesson reviews recommended best practices for naming conventions used with hierarchical lists in a model.  Audience: Model Builders Lesson Duration: 3 minutes This m...
L.A.Foster}
Frequent Contributor / Created Mar 17, 2020
Manually Create a Hierarchical List
Summary: This lesson demonstrates how to create composite, or hierarchical, lists in a model to create a parent/child relationship between members of related lists.  Audience: Model Bu...
L.A.Foster}
Frequent Contributor / Created Mar 17, 2020
Manually Adding and Organizing Lists
Summary: One of the basic building blocks of a model are lists. This lesson demonstrates how to add a list to a model. It also includes how to rearrange the order of lists to keep a model organi...
L.A.Foster}
Frequent Contributor / Created Mar 17, 2020
Understanding Top Level
Summary: This lesson reviews how assigning a Top Level to a list will be helpful to aggregate or summarize data within a model.  Audience: Model Builders Lesson Duration: 3 minute...
L.A.Foster}
Frequent Contributor / Created Mar 17, 2020
Introduction to List Codes
Summary: Codes help keep data organized within a list. This lesson reviews the basics of list Codes and using them to help align source data to the target list when importing into a model. ...
L.A.Foster}
Frequent Contributor / Created Mar 16, 2020
Introduction to Numbered Lists
Summary: This lesson shares the characteristics of a numbered list and provides guidance on when to use a numbered list rather than a standard list in a model.  Audience: Model Builder...
L.A.Foster}
Frequent Contributor / Created Mar 16, 2020
Composite or Hierarchical Lists
Summary: This lesson reviews the basics of using composite lists in a model to organize data in a hierarchical structure.  Audience: Model Builders Lesson Duration: 3 minutes This...
L.A.Foster}
Frequent Contributor / Created Mar 16, 2020
Version Settings
Summary: Versions are a default dimension included in all Anaplan models. This lesson reviews the basics of Version settings in a model.  Audience: Model Builders Lesson Duration: ...
L.A.Foster}
Frequent Contributor / Created Mar 16, 2020
Time Settings Scenarios
Summary: In this lesson, practice selecting Time settings for the Model Calendar with several model building example scenarios.  Audience: Model Builders Lesson Duration: 4 minute...
L.A.Foster}
Frequent Contributor / Created Mar 16, 2020
Time Settings
Summary: Time is one of the built-in dimensions of Anaplan and is used to define the structure of the data. This lesson reviews model Time settings including options for the Model Calendar. ...
L.A.Foster}
Frequent Contributor / Created Mar 16, 2020
Authentication Options
Summary: Security is always a concern when working with data connections. When using tools like Anaplan Connect, Informatica Cloud, or various ETL or iPaaS connectors, there needs to be an authe...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
Choosing a Data Integration Option
Summary: There are several options for integrating data with Anaplan: Manual integration, Anaplan APIs, Anaplan Connect, HyperConnect, and Anaplan iPaaS connectors. Once you understand the avail...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
Data Integration Options
Summary: There are multiple options for integrating data into Anaplan. You can use the Anaplan UX, also known as Launchpad, Anaplan Connect, HyperConnect, or Application Programming Interface (A...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
The Anaplan Integration API
Summary: Every data integration option uses Anaplan’s Application Programming Interface, or API. No matter which option is chosen from Anaplan Connect, HyperConnect, or custom built connectors, ...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
Data Integration Overview and Process
Summary: Data integration is a critical consideration when designing and building models in Anaplan. Serious contemplation must be given to how data is going to come in and out of the Anaplan ec...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
Dynamic Cell Access with the Users List
Summary: This lesson discusses how to create highly targeted Read and Write permissions in a model using Dynamic Cell Access with the model's User list. This lesson also references examples in t...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
Filtering During Assign Actions
Summary: This lesson demonstrates how to use filtering criteria with an Assign action for a numbered list.  Audience: Model Builders Lesson Duration: 11 minutes This micro lesson ...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
Leveraging Time in a Model
Summary: This lesson shares ways to leverage line items using Time to make your model more efficient and powerful. To make the most of this lesson, download the Time Settings model to see exampl...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
String Concatenation
Summary: Concatenation is the process of combining two text-formatted line items or strings together to make one result. It can be accomplished multiple ways in a model. This lesson reviews how to op...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
Working with Ranges, Tiers, or Bands
Summary: This lesson demonstrates how to avoid long formulas when identifying if a value falls within a range of values, which are referred to as tiers or bands.  Audience: Model Builders L...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
Aggregation Functions Other than SUM
Summary: This lesson provides an overview of Anaplan's aggregation functions other than SUM. Functions included in this lesson: ANY, ALL, FIRSTNONBLANK, LASTNONBLANK, MIN, MAX, AVERAGE, CUMULATE...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
End User Filtering with Published Line Items
Summary: In this lesson, you’ll learn how to set up your model so that end users can filter a dashboard grid with published line items that set the filter criteria. Audience: Model Builders...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
Native Version and Custom Version Lists
Summary: This lesson discusses the two methods that Model Builders can use to build what-if scenarios - using Native Versions and using lists to build a Custom Version.  Audience: Mode...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
User Filters
Summary: This lesson demonstrates using a model's Users list as a dimension in filters to make criteria apply to a specific individual user. Audience: Model Builders Lesson Duration: 23 min...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
Dependent Dropdowns
Summary: A dropdown list, or picklist, is a line item that contains items an end user can select. This lesson reviews dependent dropdown lists -  in which the selectable items are filtered ...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
Uses of the User List
Summary: A model’s Users list can be utilized to do more than just grant access to the model. This lesson provides an overview of other ways in which a Model Builder can employ the Users list. A...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
Clearing Module Data
Summary: This lesson discusses the use of a staging module to allow end users to input data and then be cleared for re-use.  Audience: Model Builders Lesson Duration: 13 minutes This m...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
Compound Functions: SUM, LOOKUP, SELECT
Summary: This lesson provides guidance on creating formulas that use combinations of SUM, LOOKUP, and SELECT functions.  Audience: Model Builders Lesson Duration: 7 minutes This m...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
Handling Exceptions
Summary: This lesson discusses model design considerations for addressing exceptions within a business process.  Audience: Model Builders Lesson Duration: 3 minutes This micro les...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
Using ISFIRSTOCCURRENCE with Transactional Data
Summary: This lesson explains how the functionality ISFIRSTOCCURRENCE can be used to identify the first occurrence of an item. This functionality is useful for moving transactional data from a data h...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
Converting Data Formats
Summary: This lesson reviews best practices for transforming data from one format to another to use a specific function. For example, converting text to a date or a date to a number, to use it a...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
Data Staging - the Good, the Bad, and Why it Matters
Summary: This lesson provides guidance on effective ways of staging data in a data hub.  Audience: Model Builders Lesson Duration: 5 minutes This micro lesson is included in Level 3 Mo...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
Setting up a Data Hub: Data Validation and Export to Spoke Model
Summary: This lesson discusses validating data in a data hub model before using it as a source system for data exported to spoke models.  Audience: Model Builders Lesson Duration: ...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
Setting up a Data Hub: Lists and Modules
Summary: This lesson reviews the types of lists used in a data hub - flat and transactional lists. You will also learn about the transformation of transactional data that takes place in data hub modu...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
Setting up a Data Hub: User Stories and Source Systems
Summary: This lesson focuses on gathering user story and source system requirements for setting up a data hub.  Audience: Model Builders Lesson Duration: 4 minutes This micro less...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
The Purpose of a Data Hub
Summary: This lesson reviews the purpose and advantages of using a data hub as a data source for an organization's other planning models.  Audience: Model Builders Lesson Duration:&nbs...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
List Subsets - Advanced Topics
Summary: This lesson reviews considerations for when to use a list subset versus using a saved view and the procedure for populating and maintaining the data in a list subset using a system modu...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
When to Split a Model
Summary: This lesson reviews factors to consider when determining if it may be necessary to split, or distribute, a model.  Audience: Model Builders Lesson Duration: 4 minutes This mic...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
Agile in Action
Summary: This lesson reviews the agile process and provides examples to demonstrate the agile process in the context of projects.  Audience: Model Builders Lesson Duration: 14 minutes ...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
What is ALM?
Summary: This lesson reviews Application Lifecycle Management, or ALM, functionality in Anaplan that allows Model Builders to add and test new functionality for an existing model, without taking...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
Bulk Copy
Summary: In this lesson, you’ll learn how to use the Bulk Copy feature to get a head start on populating a new Version with data. Audience: Model Builders Lesson Duration: 5 minutes Th...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
Switchover
Summary: This lesson reviews the use of Switchover in a model. You will learn about Switchover settings, the impact of Switchover on model Versions, and best practices for using Switchover. ...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
Creating Codes for Attributes
Summary: This lesson describes creating standardized codes within a system module of a data hub that can be used to run functions in planning models in order to populate attributes. Audience:&nb...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
Numbered List Actions
Summary: This lesson reviews the uses of numbered lists and model Actions that are only available with numbered lists. Numbered list Actions include Create, Assign, Copy Branch, and Delete Branc...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
Dynamic Charts
Summary: This lesson reviews creating dynamic charts displayed on dashboards that update as the data changes. It includes the use of formulas and other methods to update the charts manually or automa...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
Dashboard Tips and Tricks
Summary: This lesson includes some tips on how to make classic dashboards better for end users. Audience: Model Builders Lesson Duration: 3 minutes This micro lesson is included in Lev...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
Export Options
Summary: When you create a data export you choose the options and layout for the output file. This lesson reviews the export settings available.  Audience: Model Builders Lesson Durati...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
Export Action Best Practices
Summary: Exports from Anaplan should be limited to very specific circumstances. This lesson describes the advantages and disadvantages of data exports and recommended best practices for when exp...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
Import Errors
Summary: This lesson provides best practices for avoiding errors when importing data into a model. It also provides examples of common import errors and how Model Builders can solve the errors. ...
L.A.Foster}
Frequent Contributor / Created Mar 14, 2020
Using Images on Dashboards
Summary: Adding images to a model dashboard can customize the look and feel of an Anaplan model for end users in your organization, as well as improve its usability. This lesson describes the be...
L.A.Foster}
Frequent Contributor / Created Mar 14, 2020
Select Levels to Show
Summary: This lesson describes how Select Levels to Show functionality allows users to quickly customize a data view by designating which levels of a hierarchical list should be seen in a module...
L.A.Foster}
Frequent Contributor / Created Mar 14, 2020
Introduction to Personal Saved Dashboards
Summary: Model Builders can choose to enable Personal Saved Dashboards that allow end users to customize and save a personalized version of a Master Dashboard. This lesson describes how end user...
L.A.Foster}
Frequent Contributor / Created Mar 14, 2020
How to Test as an End User
Summary: This lesson describes the procedure for a Model Builder to adjust their own user settings to allow for testing a user experience page as an end user.  Audience: Model Builders...
L.A.Foster}
Frequent Contributor / Created Mar 14, 2020
Currency Conversion Using a Line Item Subset
Summary: Using an example in a financial planning model, this lesson will walk you through the steps to create and use a Line Item Subset to perform currency conversion calculations to transform a ca...
L.A.Foster}
Frequent Contributor / Created Mar 14, 2020
Create a Line Item Subset
Summary: This lesson describes the procedure for creating a Line Item Subset in a model. It also describes the recommended naming conventions for Line Item Subsets.  Audience: Model Bu...
L.A.Foster}
Frequent Contributor / Created Mar 14, 2020
What is a Line Item Subset?
Summary: This lesson describes the purpose, advantages of and common situations where a Model Builder would create and use a Line Item Subset in a model.  Audience: Model Builders Less...
L.A.Foster}
Frequent Contributor / Created Mar 14, 2020
Filtering Best Practices
Summary: Using filters in an Anaplan model help you focus on data that is important to you or the end user. This lesson reviews best practices for creating and applying effective and efficient f...
L.A.Foster}
Frequent Contributor / Created Mar 14, 2020
When to Use Roles, Selective Access, or Dynamic Cell Access
Summary: This lesson describes three tools that Model Builders can use to control model security and end user permissions: Roles, Selective Access, and Dynamic Cell Access. The lesson also includes s...
L.A.Foster}
Frequent Contributor / Created Mar 14, 2020
Dynamic Cell Access
Summary: This lesson describes how a Model Builder can use Dynamic Cell Access to adjust permission levels for individual line items within a model. The lesson also includes examples from the DC...
L.A.Foster}
Frequent Contributor / Created Mar 14, 2020
Writing Test Scripts
Summary: This lesson reviews best practices for writing effective end user test scripts and how to prepare for User Acceptance Testing (UAT).  Audience: Model Builders Lesson Duration:...
L.A.Foster}
Frequent Contributor / Created Mar 14, 2020
Usability for End Users
Summary: Providing end users with user experiences that are easy for them to access and complete the tasks in a process is critical to user adoptions and project success. This lesson provides gu...
L.A.Foster}
Frequent Contributor / Created Mar 14, 2020
Dimension Order
Summary: In a model, the arrangement of the dimensions used in modules can impact the speed of calculations. In the lesson, learn how the sequence of dimensions affects the calculations performe...
L.A.Foster}
Frequent Contributor / Created Mar 14, 2020
Using the Compare Functionality
Summary: The Compare feature lets you compare data values in a module. You can choose to compare the data against a different version, a list, or a time period. This lesson reviews the functiona...
L.A.Foster}
Frequent Contributor / Created Mar 14, 2020
Subsidiary Views
Summary: A subsidiary view is a line item that contains different dimensions from the module in which it resides. Subsidiary views do not have a large impact on performance, but they can be...
L.A.Foster}
Frequent Contributor / Created Mar 14, 2020
Model Options for Calculation Efficiency and Performance
Summary: One of the greatest sources of impact on model performance are the calculations running in a model. There is no simple solution for calculation efficiency. Every situation, model, ...
L.A.Foster}
Frequent Contributor / Created Mar 14, 2020
Dependent Calculations
Summary: There are multiple ways to structure calculations that all provide the same result. Dependent calculations reference the output of other calculations within the formulas. Using dep...
L.A.Foster}
Frequent Contributor / Created Mar 14, 2020
Thinking Through Your Formulas
Summary: This lesson reviews key questions and considerations that you should use as you plan out the formulas used for calculations and data transformation in a model. It also reviews best prac...
L.A.Foster}
Frequent Contributor / Created Mar 14, 2020
How to Adjust or Override a Previously Calculated Value
Summary: This lesson explains how to create functionality that allows end users to manually input a new value to override an initial value and include the adjusted value in other calculations.  ...
L.A.Foster}
Frequent Contributor / Created Mar 14, 2020
Front to Back Model Design
Summary: This lesson reviews best practices for designing a model - beginning with the end users' experience and how each role will interact with the model to complete the business process. This...
L.A.Foster}
Frequent Contributor / Created Mar 14, 2020
Using PLANS
Summary: In this lesson you will learn how the PLANS standards for model design are applied to ensure usability of the platform for model builders and end users.  Audience: Model Build...
L.A.Foster}
Frequent Contributor / Created Mar 14, 2020
Edit From, Edit To
Summary: This lesson reviews the Edit From and Edit To settings that can be used to restrict data editing to a limited time period within the model's timescale.  Audience: Model Builde...
L.A.Foster}
Frequent Contributor / Created Mar 14, 2020
Hierarchy vs. Flat Lists
Summary: This lesson reviews the characteristics of hierarchical and flat lists. It also includes best practices for using both types of lists.  Audience: Model Builders Lesson Duratio...
L.A.Foster}
Frequent Contributor / Created Mar 14, 2020
Model Size and Dimensionality
Summary: This lesson reviews how model size is calculated and best practices for maintaining efficient and well-performing models by being thoughtful with module design and the dimensions you us...
L.A.Foster}
Frequent Contributor / Created Mar 14, 2020
Validating Data in a Hub
Summary: This lesson reviews how to validate transactional data in a data hub before import into spoke models.  Audience: Model Builders Lesson Duration: 2 minutes This micro less...
L.A.Foster}
Frequent Contributor / Created Mar 14, 2020
Create a Process with Multiple Imports
Summary: This lesson describes the advantages and procedure for creating a Process that includes multiple Actions for importing.  Audience: Model Builders Lesson Duration: 8 minut...
L.A.Foster}
Frequent Contributor / Created Mar 14, 2020
Delete from List Using Selection
Summary: Deleting items from a list can be a very manual process. In this lesson you will learn how to use a Boolean line item and an Action to delete multiple list items at one time using Delet...
L.A.Foster}
Frequent Contributor / Created Mar 14, 2020
Model to Model Imports
Summary: This lesson will review the best practices and procedure to allow one model to pull data from another model in an import process.  Audience: Model Builders Lesson Duration:&nb...
L.A.Foster}
Frequent Contributor / Created Mar 14, 2020
Saved Views for Importing
Summary: It is a recommended best practice to use a saved view when importing data from one model to another – especially for data loads that are repeated or updated frequently as part of an act...
L.A.Foster}
Frequent Contributor / Created Mar 14, 2020
Setting the Default File on Imports and Export
Summary: In Anaplan, when importing or exporting a file, you have the option to set the default file. Setting a default file for imports or exports is a form of security – it designates who...
L.A.Foster}
Frequent Contributor / Created Mar 14, 2020
Introduction to Data Hubs
Summary: A data hub is a separate model that acts as a staging area for an organization’s data. In this micro lesson you learn the advantages of using a data hub as a source for meta and master ...
L.A.Foster}
Frequent Contributor / Created Mar 14, 2020
Using SELECT
Summary: The SELECT function allows you to write more detailed formulas that apply to one item from a list or dimension, instead of a formula that applies to all items in a list or dimension. Th...
L.A.Foster}
Frequent Contributor / Created Mar 14, 2020
Hierarchy Design and Combination Lists
List hierarchies are a fundamental part of model building in Anaplan, but creating the right hierarchy for the situation is not always straightforward. In this lesson, we’ll take a closer l...
L.A.Foster}
Frequent Contributor / Created Feb 28, 2020
Level 3 Model Building
The Anaplan Academy is proud to launch the Level 3 Model Building training program! This course is designed to advance experienced model builders’ skills on their path to becoming a Solution Arc...
ashley.gilbert}
Contributor / Created Feb 27, 2020
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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 hierarch...
ChrisMullen}
Community Boss / Created Nov 15, 2019
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 cours...
ChrisMullen}
Community Boss / Created Nov 15, 2019
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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 wh...
ChrisMullen}
Community Boss / Created Nov 15, 2019
Automating User Access
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 Acc...
ChrisMullen}
Community Boss / Created Nov 15, 2019
Selective Access Overview
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 ...
ChrisMullen}
Community Boss / Created Nov 15, 2019
User Access & Roles Overview
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 a...
ChrisMullen}
Community Boss / Created Nov 15, 2019
Hub Model Hierarchy Management
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 hierarch...
ChrisMullen}
Community Boss / Created Nov 15, 2019
Introduction to Data Integration
Audience: Model Builders, Data Integration Specialist    Summary: Hungry to know more?  Anaplan Advanced Topics are deeper dives into specific areas of Anaplan.  Data is...
ChrisMullen}
Community Boss / Created Nov 15, 2019
Anaplan Connect 1.3x
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 ...
ChrisMullen}
Community Boss / Created Nov 15, 2019
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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...
ChrisMullen}
Community Boss / Created Nov 15, 2019
Agile and Anaplan
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 ...
ChrisMullen}
Community Boss / Created Nov 15, 2019
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 informat...
ChrisMullen}
Community Boss / Created Nov 15, 2019
Level 2 Model Building
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...
ChrisMullen}
Community Boss / Created Nov 15, 2019
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 Ana...
ChrisMullen}
Community Boss / Created Nov 15, 2019
FAQ around Level 2 Model Building
Do I need to do Level 1 Model Building to do Level 2 Model Building? Level 2 Model Building is open for everyone to access.  However, you will need to complete Level 1 Model Building exam to com...
Stan}
Community Manager / Created Sep 4, 2019
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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! 
lindascott}
Super Contributor / Created May 6, 2019
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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...
lindascott}
Super Contributor / Created May 6, 2019
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Follow the instructions below or click the link at right to down these instructions.                     
Courtney}
Valued Contributor / Created Apr 30, 2019
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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!
lindascott}
Super Contributor / Created Apr 13, 2019
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In this comprehensive course, you will learn the basic procedures for using and building with Anaplan’s New User Experience (New UX). After an introduction to the New UX, you will select your role as...
lindascott}
Super Contributor / Created Dec 3, 2018
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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 Co...
Bob-Bachynsky}
Super Contributor / Created Aug 29, 2018
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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...
ChrisMullen}
Community Boss / Created May 3, 2018
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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 ...
AaronW}
Community Manager / Created Mar 12, 2018
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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 shor...
ChrisMullen}
Community Boss / Created Feb 7, 2018
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We’ve been in the process of revamping our Anaplan Learning Journey, which can only mean one thing - new classes! Launchpad will be going away come July 31st, 2019 to be replaced by our new Level 1 M...
emilydunn}
Community Manager / Created Feb 6, 2018
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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 the...
emilydunn}
Community Manager / Created Jan 23, 2018
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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. ...
emilydunn}
Community Manager / Created Jan 23, 2018
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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 informa...
emilydunn}
Community Manager / Created Jan 19, 2018
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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 Obj...
emilydunn}
Community Manager / Created Jan 19, 2018
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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 ...
emilydunn}
Community Manager / Created Jan 19, 2018
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Data Integration can be a large and complex topic. These lessons will help you get on the road to understanding your integration options.  Note: These courses are also part of the Level 3 Model ...
emilydunn}
Community Manager / Created Jan 19, 2018
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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 ...
emilydunn}
Community Manager / Created Jan 19, 2018
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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 ...
emilydunn}
Community Manager / Created Jan 19, 2018
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Already Taken the Training, But Need a Refresher?Here Are Some of My Favorite Features!     Course Objectives Where to find more resources about Informatica An overview of HyperConnect Dem...
Bob-Bachynsky}
Super Contributor / Created Dec 20, 2017
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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 A...
pam_pervenanze}
Frequent Contributor / Created Dec 20, 2017
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Already Taken the Training, But Need a Refresher?Here Are Some of My Favorite Features! How much do your courses cost? On-demand: All on-demand courses are available as part of your Anaplan subscrip...
Courtney}
Valued Contributor / Created Oct 17, 2017
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Already Taken the Training, But Need a Refresher?Here Are Some of My Favorite Features!   Foundations (101) Audience: End Users   Summary: This course is aimed at end users and not mo...
Courtney}
Valued Contributor / Created Oct 17, 2017
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At Anaplan, partners and customers are an extension of our team. Together, our teams ensure an elegant first deployment, from which customers can build as many additional models as they need. Anaplan...
Courtney}
Valued Contributor / Created Sep 21, 2017
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Learn how to get set up in learning center and prepared to start training 
elizabeth_schaf}
Valued Contributor / Created Sep 7, 2017
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Already Taken the Training, But Need a Refresher?Here Are Some of My Favorite Features!   Overview This set of classes address how data is used and managed within an Anaplan model:   Anapl...
Bob-Bachynsky}
Super Contributor / Created Jul 18, 2017
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Already Taken the Training, But Need a Refresher?Here Are Some of My Favorite Features!   This set of training classes includes information on improving model performance by understanding and e...
Bob-Bachynsky}
Super Contributor / Created Jul 18, 2017
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Already Taken the Training, But Need a Refresher?Here Are Some of My Favorite Features!    This set of training classes includes information on User Roles and Selective Access. Classes inc...
Bob-Bachynsky}
Super Contributor / Created Jul 17, 2017
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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 b...
Bob-Bachynsky}
Super Contributor / Created May 5, 2017
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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 ...
Bob-Bachynsky}
Super Contributor / Created Apr 28, 2017
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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 co...
Bob-Bachynsky}
Super Contributor / Created Apr 27, 2017
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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 fle...
Bob-Bachynsky}
Super Contributor / Created Apr 21, 2017
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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...
Bob-Bachynsky}
Super Contributor / Created Apr 19, 2017
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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 ano...
Bob-Bachynsky}
Super Contributor / Created Mar 16, 2017
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Already Taken the Training, But Need a Refresher?Here Are Some of My Favorite Features! Overview Anaplan has several training courses available to bring you up to speed with how the agile process wo...
Bob-Bachynsky}
Super Contributor / Created Mar 16, 2017
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The purpose of this training is to bring end users up to speed with the Anaplan platform. It is not intended to be a dive into building models. Additionally please note that what is discussed in this...
Bob-Bachynsky}
Super Contributor / Created Mar 16, 2017
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Anaplan Connect is a downloadable tool that empowers you to automate Anaplan actions. This lightweight tool still relies on the same types of flat files that can be manually uploaded into Anaplan. On...
KayneSchwarz}
Community Manager / Created Mar 13, 2017
The Anaplan Way On Demand
Customers, employees, and partners have been clamoring for opportunities to learn The Anaplan Way so they can complete their Model Builder certification. We now have a way for anyone in the Anaplan e...
jordonsr}
Contributor / Created May 19, 2020
New UX: App Contents for Page Builders
Summary: This lesson describes the App Contents options for Page Builders using Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 1 minute U...
L.A.Foster}
Frequent Contributor / Created May 18, 2020
New UX: Page Design Best Practices
Summary: This lesson describes best practices for Page Builders designing pages using Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 5 mi...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Create a Form
Summary: This lesson demonstrates how Page Builders can create a form using Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 2 minutes Upda...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Configure Worksheet Actions
Summary: This lesson describes options for Page Builders to configure worksheet Actions using Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration:&n...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Add a Card on a Worksheet
Summary: This lesson describes how Page Builders can add a card to a worksheet using Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 1 min...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Add Quick Links
Summary: This lesson demonstrates how Page Builders add quick links to a worksheet using Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 1...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Add Primary Grid to a Worksheet
Summary: This lesson demonstrates how Page Builders add a primary grid to a worksheet using Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration:&nbs...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Worksheet Designer Overview
Summary: This lesson provides an overview of the Worksheet Designer options for Page Builders using Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Durat...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Convert My Page to an App Page
Summary: This lesson describes how Page Builders can convert an existing My Page to an App Page using Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Dur...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Add Actions to a Card
Summary: This lesson demonstrates how Page Builders can add Actions to cards in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 1 minute U...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Restrict Page Access
Summary: This lesson describes the options for Page Builders to restrict user experience page access in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson D...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Delete a Card in Template Library
Summary: This lesson demonstrates how Page Builders can delete a card from the Template Library in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Durati...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Edit a Card in the Template Library
Summary: This lesson explains how Page Builders can edit a card in the Template Library in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: ...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Add a Card to Template Library
Summary: This lesson describes how Page Builders can add a card to the Template Library in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: ...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Use a Card from Template Library
Summary: This lesson demonstrates how Page Builders can use a card from the Template Library in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration:...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Card Template Library
Summary: This lesson provides an overview of the Card Template Library for Page Builders using Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration:&...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Delete a Card
Summary: This lesson demonstrates how Page Builders can delete a card from a board in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 1 mi...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Board Layout
Summary: This lesson describes the board layout options for Page Builders using Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 2 minutes ...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Set up a Hierarchy Sync Across Grids
Summary: This lesson demonstrates how Page Builders can set up a hierarchy data sync across grids in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Dura...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Select Data Source for a Card
Summary: This lesson demonstrates how Page Builders select a data source for a card using Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: ...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Board Designer Overview
Summary: This lesson provides an overview of the Board Designer options for Page Builders in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration:&nb...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Adjust Context Selector Options
Summary: This lesson describes how Page Builders can adjust Context Selector options in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 4 ...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Create a Custom Data View
Summary: This lesson describes how Page Builders can create a custom data view in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 3 minute...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Create a Saved Model View
Summary: This lesson demonstrates how Page Builders can create a saved model view in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 2 min...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Configure an Action Card
Summary: This lesson demonstrates how Page Builders can configure an Action card in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 1 minu...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Configure a Field Card
Summary: This lesson explains how Page Builders can configure a field card in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 1 minutes Up...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Configure an Image Card
Summary: This lesson demonstrates how Page Builders can configure an image card in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 1 minut...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Configure a KPI Card
Summary: This lesson describes how Page Builders can configure a KPI card in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 1 minutes Upd...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Configure a Chart Card
Summary: This lesson describes how Page Builders can configure a chart card in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 1 minutes U...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Configure a Grid Card
Summary: This lesson demonstrates how Page Builders can configure a grid card in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 1 minutes...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Configure a Text Card
Summary: This lesson explains how Page Builders can configure a text card in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 1 minutes Upd...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Add a Card to a Board
Summary: This lesson explains how Page Builders can add a card to a board in Anaplan's New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 1 minutes Upd...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
Anaplan Academy: Micro-Lessons Available for New UX
Optimizing the New UX experience has never been easier. Learn how to make the most of the new features and functionality.
ChrisMullen}
Community Boss / Created May 5, 2020
Complete Training for Model Builders from Anaplan Academy
New, aspiring, and experienced Model Builders can now come to Anaplan Academy for all the training they need to improve their Anaplan skills. Here’s an overview of the three levels available on deman...
jordonsr}
Contributor / Created Apr 30, 2020
Certified Model Builder Certificate
You can now download the “Certified Model Builder” certificate on Anaplan’s Learning Center! The requirements to become an Anaplan Certified Model Builder for 2020 include successful completion of Le...
ashley.gilbert}
Contributor / Created Mar 24, 2020
New UX: Change Model for Multiple App Pages
Summary: This lesson explains how Page Builders can change the model used for multiple app pages at one time in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders ...
L.A.Foster}
Frequent Contributor / Created Mar 22, 2020
New UX: Change Model for a Single Page
Summary: This lesson explains how Page Builders can change the model used for a single page in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration:&...
L.A.Foster}
Frequent Contributor / Created Mar 22, 2020
New UX: Move a Page
Summary: This lesson explains how Page Builders move a page to another app in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 1 minutes Up...
L.A.Foster}
Frequent Contributor / Created Mar 22, 2020
New UX: Create a Page
Summary: This lesson demonstrates how Page Builders create a page in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 1 minutes Updated:&nb...
L.A.Foster}
Frequent Contributor / Created Mar 22, 2020
New UX: Show Models for an App
Summary: This lesson demonstrates how Page Builders can view the models used for an App page in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration:...
L.A.Foster}
Frequent Contributor / Created Mar 22, 2020
New UX: Create a Category
Summary: This lesson describes how Page Builders can create a category in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 1 minutes Update...
L.A.Foster}
Frequent Contributor / Created Mar 22, 2020
New UX: Manage My Pages
Summary: This lesson explains the options for Page Builders to manage My Pages in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 1 minute...
L.A.Foster}
Frequent Contributor / Created Mar 22, 2020
New UX: Duplicate an App
Summary: This lesson explains how Page Builders can duplicate an App using Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 1 minutes Updat...
L.A.Foster}
Frequent Contributor / Created Mar 22, 2020
New UX: Delete an App
Summary: This lesson demonstrates how Page Builders can delete an App using Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 1 minutes Upda...
L.A.Foster}
Frequent Contributor / Created Mar 22, 2020
New UX: Create an App
Summary: This lesson demonstrates how Page Builders can create an App using Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 1 minutes Upda...
L.A.Foster}
Frequent Contributor / Created Mar 22, 2020
New UX: My Pages Overview
Summary: This lesson provides an overview of My Pages for end users using Anaplan’s New User Experience (NUX). Audience: End Users, Page Builders Lesson Duration: 5 minutes Updated:&nb...
L.A.Foster}
Frequent Contributor / Created Mar 22, 2020
New UX: Using the Worksheet Toolbar
Summary: This lesson demonstrates how end users utilize the worksheet toolbar in Anaplan’s New User Experience (NUX). Audience: End Users, Page Builders Lesson Duration: 1 minute Updat...
L.A.Foster}
Frequent Contributor / Created Mar 22, 2020
New UX: Adjust the Height of a Secondary View
Summary: This lesson demonstrates how end users can adjust the height of a secondary view using Anaplan’s New User Experience (NUX). Audience: End Users, Page Builders Lesson Duration: ...
L.A.Foster}
Frequent Contributor / Created Mar 22, 2020
New UX: Using the Insights Panel
Summary: This lesson describes the use of the Insights Panel with Anaplan’s New User Experience (NUX). Audience: End Users, Page Builders Lesson Duration: 1 minute Updated: March ...
L.A.Foster}
Frequent Contributor / Created Mar 22, 2020
New UX: Share an App Page
Summary: This lesson describes how end users can share an app page with other users with Anaplan’s New User Experience (NUX). Audience: End Users, Page Builders Lesson Duration: 1 minu...
L.A.Foster}
Frequent Contributor / Created Mar 22, 2020
New UX: Use a Form to Add to a List
Summary: This lesson describes how end users can input data into a list using a form on a page using Anaplan’s New User Experience (NUX). Audience: End Users, Page Builders Lesson Duration:...
L.A.Foster}
Frequent Contributor / Created Mar 22, 2020
New UX: Launch a Model Action
Summary: This lesson demonstrates how end users can launch a model action using Anaplan’s New User Experience (NUX). Audience: End Users, Page Builders Lesson Duration: 1 minute Update...
L.A.Foster}
Frequent Contributor / Created Mar 22, 2020
New UX: Save a Copy to My Pages
Summary: This lesson describes how end users can save a copy of an app page to their own My Pages using Anaplan’s New User Experience (NUX). Audience: End Users, Page Builders Lesson Durati...
L.A.Foster}
Frequent Contributor / Created Mar 22, 2020
New UX: Enter or Edit Data
Summary: This lesson explains how end users can add or edit data using Anaplan’s New User Experience (NUX). Audience: End Users, Page Builders Lesson Duration: 1 minute Updated: M...
L.A.Foster}
Frequent Contributor / Created Mar 21, 2020
New UX: Synchronize Data on a Board
Summary: This lesson describes how end users can synchronize data displayed on a Board in Anaplan’s New User Experience (NUX). Audience: End Users, Page Builders Lesson Duration: 1 min...
L.A.Foster}
Frequent Contributor / Created Mar 21, 2020
New UX: Using Context Selectors
Summary: This lesson describes how end users can use context selectors on a page using Anaplan’s New User Experience (NUX). Audience: End Users, Page Builders Lesson Duration: 1 minute...
L.A.Foster}
Frequent Contributor / Created Mar 21, 2020
New UX: Display Data Points on a Chart
Summary: This lesson demonstrates how end users display data points on a chart using Anaplan’s New User Experience (NUX). Audience: End Users, Page Builders Lesson Duration: 1 minute U...
L.A.Foster}
Frequent Contributor / Created Mar 21, 2020
New UX: Open a Linked Page
Summary: This lesson demonstrates how end users can open a linked page on Anaplan’s New User Experience (NUX). Audience: End Users, Page Builders Lesson Duration: 1 minute Updated:&nbs...
L.A.Foster}
Frequent Contributor / Created Mar 21, 2020
New UX: Page Features
Summary: This lesson provides and overview of Anaplan’s New User Experience Page features for end users. Audience: End Users, Page Builders Lesson Duration: 1 minute Updated: Marc...
L.A.Foster}
Frequent Contributor / Created Mar 21, 2020
New UX: Worksheet Overview
Summary: This lesson provides and overview of an Anaplan’s New User Experience Worksheet for end users. Audience: End Users, Page Builders Lesson Duration: 1 minute Updated: March...
L.A.Foster}
Frequent Contributor / Created Mar 21, 2020
New UX: Board Overview
Summary: This lesson provides and overview of an Anaplan’s New User Experience Board for end users. Audience: End Users, Page Builders Lesson Duration: 1 minute Updated: March 202...
L.A.Foster}
Frequent Contributor / Created Mar 21, 2020
New UX: Open a Page
Summary: This lesson demonstrates the procedure for end users to open a page using Anaplan’s New User Experience (NUX). Audience: End Users, Page Builders Lesson Duration: 1 minute Upd...
L.A.Foster}
Frequent Contributor / Created Mar 21, 2020
New UX: App Contents Overview
Summary: This lesson provides an overview of the App Contents for end users of Anaplan’s New User Experience (NUX). Audience: End Users, Page Builders Lesson Duration: 1 minute Updated...
L.A.Foster}
Frequent Contributor / Created Mar 21, 2020
New UX: Open an App
Summary: This lesson demonstrates the procedure for end users to open an App using Anaplan's New User Experience (NUX).  Audience: End Users, Page Builders Lesson Duration: 1 minu...
L.A.Foster}
Frequent Contributor / Created Mar 21, 2020
New UX: Logging In
Summary: This lesson demonstrates how to log in with Anaplan's New User Experience (NUX).  Audience: Model Builders, End Users, Page Builders Lesson Duration: 1 minute Updated:&nb...
L.A.Foster}
Frequent Contributor / Created Mar 21, 2020
New UX: Model Roles & Security
Summary: This lesson reviews model roles and security when using Anaplan's New User Experience.  Audience: Model Builders, Page Builders Lesson Duration: 1 minute Updated: Ma...
L.A.Foster}
Frequent Contributor / Created Mar 21, 2020
New UX: User Roles
Summary: This lesson reviews user roles for Anaplan's New User Experience (NUX).  Audience: Model Builders, End Users, Page Builders Lesson Duration: 1 minute Updated: March ...
L.A.Foster}
Frequent Contributor / Created Mar 21, 2020
New UX: Page Types
Summary: This lesson reviews the page types and features available in Anaplan's New User Experience (NUX).  Audience: Model Builders, End Users, Page Builders Lesson Duration: 1 m...
L.A.Foster}
Frequent Contributor / Created Mar 21, 2020
New UX: Terminology
Summary: This lesson reviews the terminology used in Anaplan's New UX.  Audience: Model Builders, End Users, Page Builders Lesson Duration: 1 minutes Updated: March 2020 This micr...
L.A.Foster}
Frequent Contributor / Created Mar 21, 2020
New UX: Introduction
Summary: Curious about Anaplan's updated user experience? This lesson gives a brief preview of the New UX (NUX).  Audience: Model Builders, End Users, Page Builders Lesson Duration:&nb...
L.A.Foster}
Frequent Contributor / Created Mar 21, 2020
Using Manage Models
Summary: This lesson describes how Workspace Administrators can use Manage Models to create, delete, copy, and rename models.  Audience: Model Builders Lesson Duration: 3 minutes ...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Roles and Selective Access
Summary: This lesson reviews how Roles and Selective Access are used for model security.  Audience: Model Builders Lesson Duration: 3 minutes This micro lesson is included in Leve...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Selective Access
Summary: This lesson describes how Model Builders can use Selective Access to control access to lists and more specifically, list members. Audience: Model Builders Lesson Duration:&nbs...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Adding a Role
Summary: This lesson describes the procedure for Model Builders to create a new role within a model and explains the permission levels and security options.  Audience: Model Builders L...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Workspace Administrator Role
Summary: This lesson reviews the platform permissions assigned to the Workspace Administrator role.  Audience: Model Builders Lesson Duration: 4 minutes This micro lesson is inclu...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Adding Users
Summary: The lesson describes how Model Builders can add a new user or a group of new users to a model. Audience: Model Builders Lesson Duration: 2 minutes This micro lesson is in...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Functional Areas
Summary: This lesson describes how Model Builders can create and assign model elements to Functional Areas to organize a model.  Audience: Model Builders Lesson Duration: 3 minute...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Standard Filters
Summary: This lesson demonstrates how to use standard filters to limit the data shown in a module or on a dashboard. Audience: Model Builders Lesson Duration: 12 minutes This micro lesson i...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Quick Filters and Dashboard Design
Summary: This lesson reviews design and functionality considerations for Model Builders regarding Quick Filters for end users on dashboards.  Audience: Model Builders Lesson Duration:&...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Using Quick Filters
Summary: This lesson reviews the use of Quick Filters that enable end users to easily filter the data displayed in a module view on a dashboard. Audience: Model Builders Lesson Duration:&nb...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Sorting
Summary: This lesson describes the options available for sorting data in a module or on a dashboard. Audience: Model Builders Lesson Duration: 4 minutes This micro lesson is inclu...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Synchronizing Dashboards
Summary: This lesson reviews the Anaplan functionality that synchronizes the data elements on an end user's (classic) dashboard based on their selections.  Audience: Model Builders Les...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Conditional Formatting
Summary: This lesson reviews how to add conditional formatting to color-code data based on value-based scale created with rules or criteria.  Audience: Model Builders Lesson Duration:&...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Publish a Chart to a Dashboard
Summary: This lesson demonstrates how to create and publish a chart on a (classic) dashboard.  Audience: Model Builders Lesson Duration: 5 minutes This micro lesson is included in...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Copying Down and Across
Summary: This lesson reviews the Copy Down/Copy Across functionality that Model Builders can use when entering data into a module to quickly copy the value in one cell down to all cells in a column, ...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Publish a Module to a Dashboard
Summary: This lesson demonstrates how to publish a module, or a view of a module, to a (classic) dashboard. Audience: Model Builders Lesson Duration: 2 minutes This micro lesson is inc...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Create a New Dashboard
Summary: This lesson explains the procedure for creating a (classic) dashboard in a model and using Dashboard Designer.  Audience: Model Builders Lesson Duration: 3 minutes This m...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Introduction to User Experience
Summary: This lesson demonstrates the view of a model from a Model Builder's and an end user's perspective. The lesson also discusses best practices and considerations for building the user expe...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Accessing Help and Anapedia Resources
Summary: This lesson demonstrates where to find helpful documentation and articles from within the Anaplan platform.  Audience: Model Builders Lesson Duration: 1 minutes - no audi...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Designing Models for the User Experience
Summary: This lesson explains the importance of planning and designing a model by focusing on how the end users will use the model to complete the business processes. Audience: Model Builde...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
PLANS: This is How We Model
Summary: This lesson reviews the basics of PLANS, the guidelines used to direct the structure and design of Anaplan models.  Audience: Model Builders Lesson Duration: 3 minutes Th...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Create a New Model
Summary: This lesson describes how Model Builders can create a new model using Manage Models.  Audience: Model Builders Lesson Duration: 2 minutes This micro lesson is included in...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Model Builder Navigation
Summary: This lesson provides a tour of Anaplan features for beginner Model Builders to more easily navigate within the platform.  Audience: Model Builders Lesson Duration: 3 minu...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
How Anaplan is Used for Connected Planning
Summary: This lesson describes the benefits of using Anaplan models within an organization to perform connected planning processes.  Audience: Model Builders Lesson Duration: 3 mi...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Log in and Search
Summary: This lesson demonstrates how to log into Anaplan and search for a specific model.  Audience: Model Builders Lesson Duration: 2 minutes This micro lesson is included in Level 1...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Using Model History
Summary: This lesson reviews how Model Builders and Workspace Administrators can use Model History to see the changes made to a model.  Audience: Model Builders Lesson Duration: 2...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Customizing Views
Summary: This lesson describes the options available to Model Builders to adjust how and what data is displayed.  Audience: Model Builders Lesson Duration: 5 minutes This micro le...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Style Settings
Summary: This lesson reviews the options and procedure for adjusting the style of line items to change their appearance.   Audience: Model Builders Lesson Duration: 2 minutes This...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Understanding Model Size
Summary: This lesson explains the factors and calculation to determine model size.  Audience: Model Builders Lesson Duration: 2 minutes This micro lesson is included in Level 1 Mo...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Formula and Function Resources
Summary: This lesson reviews key resources available for Model Builders to learn more about using Anaplan's functions in formulas.  Audience: Model Builders Lesson Duration: 2 min...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Copying a Module
Summary: This lesson reviews the options available to Model Builders when copying a module.  Audience: Model Builders Lesson Duration: 2 minutes This micro lesson is included in L...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Avoiding Hard Coding
Summary: This lesson reviews best practices to avoid hard coding when creating formulas to improve the adaptability of the model over time.  Audience: Model Builders Lesson Duration:&n...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
The SUM Function
Summary: This lesson describes the purpose and use of Anaplan's SUM function to aggregate values of items that meet one or more specific criteria. The lesson also provides a guided practice acti...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
The LOOKUP Function
Summary: This lesson describes the purpose and use of Anaplan's LOOKUP function in model formulas to map source data in another line item to the target of the formula.  Audience: Model...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Creating System Modules
Summary: This lesson shares the recommended best practices for using and building system modules in a model to hold functions and data that are referenced by input, calculation, and output modul...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Time Functions
Summary: This lesson reviews Anaplan's time series and non-time series functions used for time-based calculations.  Audience: Model Builders Lesson Duration: 2 minutes This micro ...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Build a Time Systems Module
Summary: This lesson reviews recommendations for creating a system module in a model to perform time calculations that can be referenced in formulas throughout the model.  Audience: Mo...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Summary Settings
Summary: This lesson reviews the Summary Method settings and considerations for selecting the best option for the module data.  Audience: Model Builders Lesson Duration: 3 minutes...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Best Practices for Formulas with References
Summary: This lesson describes recommended best practices and techniques to make creating formulas that reference data throughout the model easier.  Audience: Model Builders Lesson Dur...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Add a Formula to a Line Item
Summary: In an Anaplan model, a formula is an expression which calculates the value of a cell. This lesson reviews how to add a formula to a line item in a module.  Audience: Model Bui...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Import Data to a Module
Summary: This lesson demonstrates the steps to manually import a data file (.csv) to a module.  Audience: Model Builders Lesson Duration: 15 minutes This micro lesson is included ...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Source to Target Mapping for Import to a Module
Summary: This lesson reviews the procedure to identify and map the dimensions in a source data file to target module during a data import.  Audience: Model Builders Lesson Duration: 6 ...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Saved Views for Model Builders
Summary: Saved views enable you to see the data in a module from different perspectives. This lesson reviews when and how a model builder would create and use a saved view.  Audience: ...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Using Pivot
Summary: This lesson describes how to use pivot to change the views of data by putting items in rows, columns, or using them as page selectors. Audience: Model Builders Lesson Duration: 2 m...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Add or Remove Dimensions in an Existing Module
Summary: This lesson demonstrates how to add or remove dimensions in an existing module using the Blueprint view settings for Applies To, Time Scale, and Versions. Audience: Model Builders Lesso...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Format Settings
Summary: This lesson reviews the Format options for module line items found in Blueprint view. The line item format determines the type of data that the line item can contain and how it will be ...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Blueprint View Settings
Summary: This lesson describes the options, settings and formats available in the Blueprint view of a module.  Audience: Model Builders Lesson Duration: 5 minutes This micro lesso...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Toggle Between Grid View and Blueprint View
Summary: This level demonstrates how to switch between viewing modules in Blueprint view to see the structure of the module or Grid view to display the data.  Audience: Model Builders ...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Source to Target Mapping in Formulas
Summary: When writing formulas in Anaplan, it is important that the platform knows where to retrieve the data from. This lesson reviews the concept of source to target mapping in formulas. ...
L.A.Foster}
Frequent Contributor / Created Mar 17, 2020
Adding a Module
Summary: This lesson demonstrates the procedure for creating a new module in a model.  Audience: Model Builders Lesson Duration: 3 minutes This micro lesson is included in Level 1...
L.A.Foster}
Frequent Contributor / Created Mar 17, 2020
Thinking Through Module Creation
Summary:  This lesson reviews considerations for model builders when adding modules to a model.  Audience: Model Builders Lesson Duration: 4 minutes This micro lesson is incl...
L.A.Foster}
Frequent Contributor / Created Mar 17, 2020
Best Practices for Naming Modules
Summary: Using a consistent naming convention for the modules in a model helps keep a model organized. This lesson reviews recommended best practices for naming conventions for modules.  Au...
L.A.Foster}
Frequent Contributor / Created Mar 17, 2020
Using DISCO for Module Planning
Summary: This lesson reviews how to use the concept of DISCO to organize and plan the modules for a model.  Audience: Model Builders Lesson Duration: 6 minutes This micro lesson i...
L.A.Foster}
Frequent Contributor / Created Mar 17, 2020
Model Map Overview
Summary: As you build a model, Anaplan generates a model map based on the modules and formulas. This lesson explains how to work with the model map.  Audience: Model Builders Lesson Du...
L.A.Foster}
Frequent Contributor / Created Mar 17, 2020
Create a Numbered List
Summary: This lesson reviews two methods for creating a numbered list in a model.  Audience: Model Builders Lesson Duration: 3 minutes This micro lesson is included in Level 1 Model Bu...
L.A.Foster}
Frequent Contributor / Created Mar 17, 2020
Create a List Subset
Summary: This lesson demonstrates how to select list items from a larger list using a Boolean line item to create a list subset.  Audience: Model Builders Lesson Duration: 3 minut...
L.A.Foster}
Frequent Contributor / Created Mar 17, 2020
Naming Conventions for List Subsets
Summary: This lesson reviews the recommended best practices for the naming convention used with list subsets.  Audience: Model Builders Lesson Duration: 2 minutes This micro lesso...
L.A.Foster}
Frequent Contributor / Created Mar 17, 2020
What is a List Subset?
Summary: This lesson explains list subsets and how and when to use a list subset in a model.  Audience: Model Builders Lesson Duration: 4 minutes This micro lesson is included in ...
L.A.Foster}
Frequent Contributor / Created Mar 17, 2020
Manually Import Data to a List
Summary: This lesson demonstrates the procedures for importing data files (.csv) into standard and numbered lists in a model.  Audience: Model Builders Lesson Duration: 14 mi...
L.A.Foster}
Frequent Contributor / Created Mar 17, 2020
Naming Conventions for Hierarchical Lists
Summary: This lesson reviews recommended best practices for naming conventions used with hierarchical lists in a model.  Audience: Model Builders Lesson Duration: 3 minutes This m...
L.A.Foster}
Frequent Contributor / Created Mar 17, 2020
Manually Create a Hierarchical List
Summary: This lesson demonstrates how to create composite, or hierarchical, lists in a model to create a parent/child relationship between members of related lists.  Audience: Model Bu...
L.A.Foster}
Frequent Contributor / Created Mar 17, 2020
Manually Adding and Organizing Lists
Summary: One of the basic building blocks of a model are lists. This lesson demonstrates how to add a list to a model. It also includes how to rearrange the order of lists to keep a model organi...
L.A.Foster}
Frequent Contributor / Created Mar 17, 2020
Understanding Top Level
Summary: This lesson reviews how assigning a Top Level to a list will be helpful to aggregate or summarize data within a model.  Audience: Model Builders Lesson Duration: 3 minute...
L.A.Foster}
Frequent Contributor / Created Mar 17, 2020
Introduction to List Codes
Summary: Codes help keep data organized within a list. This lesson reviews the basics of list Codes and using them to help align source data to the target list when importing into a model. ...
L.A.Foster}
Frequent Contributor / Created Mar 16, 2020
Introduction to Numbered Lists
Summary: This lesson shares the characteristics of a numbered list and provides guidance on when to use a numbered list rather than a standard list in a model.  Audience: Model Builder...
L.A.Foster}
Frequent Contributor / Created Mar 16, 2020
Composite or Hierarchical Lists
Summary: This lesson reviews the basics of using composite lists in a model to organize data in a hierarchical structure.  Audience: Model Builders Lesson Duration: 3 minutes This...
L.A.Foster}
Frequent Contributor / Created Mar 16, 2020
Version Settings
Summary: Versions are a default dimension included in all Anaplan models. This lesson reviews the basics of Version settings in a model.  Audience: Model Builders Lesson Duration: ...
L.A.Foster}
Frequent Contributor / Created Mar 16, 2020
Time Settings Scenarios
Summary: In this lesson, practice selecting Time settings for the Model Calendar with several model building example scenarios.  Audience: Model Builders Lesson Duration: 4 minute...
L.A.Foster}
Frequent Contributor / Created Mar 16, 2020
Time Settings
Summary: Time is one of the built-in dimensions of Anaplan and is used to define the structure of the data. This lesson reviews model Time settings including options for the Model Calendar. ...
L.A.Foster}
Frequent Contributor / Created Mar 16, 2020
Authentication Options
Summary: Security is always a concern when working with data connections. When using tools like Anaplan Connect, Informatica Cloud, or various ETL or iPaaS connectors, there needs to be an authe...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
Choosing a Data Integration Option
Summary: There are several options for integrating data with Anaplan: Manual integration, Anaplan APIs, Anaplan Connect, HyperConnect, and Anaplan iPaaS connectors. Once you understand the avail...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
Data Integration Options
Summary: There are multiple options for integrating data into Anaplan. You can use the Anaplan UX, also known as Launchpad, Anaplan Connect, HyperConnect, or Application Programming Interface (A...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
The Anaplan Integration API
Summary: Every data integration option uses Anaplan’s Application Programming Interface, or API. No matter which option is chosen from Anaplan Connect, HyperConnect, or custom built connectors, ...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
Data Integration Overview and Process
Summary: Data integration is a critical consideration when designing and building models in Anaplan. Serious contemplation must be given to how data is going to come in and out of the Anaplan ec...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
Dynamic Cell Access with the Users List
Summary: This lesson discusses how to create highly targeted Read and Write permissions in a model using Dynamic Cell Access with the model's User list. This lesson also references examples in t...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
Filtering During Assign Actions
Summary: This lesson demonstrates how to use filtering criteria with an Assign action for a numbered list.  Audience: Model Builders Lesson Duration: 11 minutes This micro lesson ...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
Leveraging Time in a Model
Summary: This lesson shares ways to leverage line items using Time to make your model more efficient and powerful. To make the most of this lesson, download the Time Settings model to see exampl...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
String Concatenation
Summary: Concatenation is the process of combining two text-formatted line items or strings together to make one result. It can be accomplished multiple ways in a model. This lesson reviews how to op...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
Working with Ranges, Tiers, or Bands
Summary: This lesson demonstrates how to avoid long formulas when identifying if a value falls within a range of values, which are referred to as tiers or bands.  Audience: Model Builders L...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
Aggregation Functions Other than SUM
Summary: This lesson provides an overview of Anaplan's aggregation functions other than SUM. Functions included in this lesson: ANY, ALL, FIRSTNONBLANK, LASTNONBLANK, MIN, MAX, AVERAGE, CUMULATE...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
End User Filtering with Published Line Items
Summary: In this lesson, you’ll learn how to set up your model so that end users can filter a dashboard grid with published line items that set the filter criteria. Audience: Model Builders...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
Native Version and Custom Version Lists
Summary: This lesson discusses the two methods that Model Builders can use to build what-if scenarios - using Native Versions and using lists to build a Custom Version.  Audience: Mode...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
User Filters
Summary: This lesson demonstrates using a model's Users list as a dimension in filters to make criteria apply to a specific individual user. Audience: Model Builders Lesson Duration: 23 min...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
Dependent Dropdowns
Summary: A dropdown list, or picklist, is a line item that contains items an end user can select. This lesson reviews dependent dropdown lists -  in which the selectable items are filtered ...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
Uses of the User List
Summary: A model’s Users list can be utilized to do more than just grant access to the model. This lesson provides an overview of other ways in which a Model Builder can employ the Users list. A...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
Clearing Module Data
Summary: This lesson discusses the use of a staging module to allow end users to input data and then be cleared for re-use.  Audience: Model Builders Lesson Duration: 13 minutes This m...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
Compound Functions: SUM, LOOKUP, SELECT
Summary: This lesson provides guidance on creating formulas that use combinations of SUM, LOOKUP, and SELECT functions.  Audience: Model Builders Lesson Duration: 7 minutes This m...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
Handling Exceptions
Summary: This lesson discusses model design considerations for addressing exceptions within a business process.  Audience: Model Builders Lesson Duration: 3 minutes This micro les...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
Using ISFIRSTOCCURRENCE with Transactional Data
Summary: This lesson explains how the functionality ISFIRSTOCCURRENCE can be used to identify the first occurrence of an item. This functionality is useful for moving transactional data from a data h...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
Converting Data Formats
Summary: This lesson reviews best practices for transforming data from one format to another to use a specific function. For example, converting text to a date or a date to a number, to use it a...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
Data Staging - the Good, the Bad, and Why it Matters
Summary: This lesson provides guidance on effective ways of staging data in a data hub.  Audience: Model Builders Lesson Duration: 5 minutes This micro lesson is included in Level 3 Mo...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
Setting up a Data Hub: Data Validation and Export to Spoke Model
Summary: This lesson discusses validating data in a data hub model before using it as a source system for data exported to spoke models.  Audience: Model Builders Lesson Duration: ...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
Setting up a Data Hub: Lists and Modules
Summary: This lesson reviews the types of lists used in a data hub - flat and transactional lists. You will also learn about the transformation of transactional data that takes place in data hub modu...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
Setting up a Data Hub: User Stories and Source Systems
Summary: This lesson focuses on gathering user story and source system requirements for setting up a data hub.  Audience: Model Builders Lesson Duration: 4 minutes This micro less...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
The Purpose of a Data Hub
Summary: This lesson reviews the purpose and advantages of using a data hub as a data source for an organization's other planning models.  Audience: Model Builders Lesson Duration:&nbs...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
List Subsets - Advanced Topics
Summary: This lesson reviews considerations for when to use a list subset versus using a saved view and the procedure for populating and maintaining the data in a list subset using a system modu...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
When to Split a Model
Summary: This lesson reviews factors to consider when determining if it may be necessary to split, or distribute, a model.  Audience: Model Builders Lesson Duration: 4 minutes This mic...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
Agile in Action
Summary: This lesson reviews the agile process and provides examples to demonstrate the agile process in the context of projects.  Audience: Model Builders Lesson Duration: 14 minutes ...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
What is ALM?
Summary: This lesson reviews Application Lifecycle Management, or ALM, functionality in Anaplan that allows Model Builders to add and test new functionality for an existing model, without taking...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
Bulk Copy
Summary: In this lesson, you’ll learn how to use the Bulk Copy feature to get a head start on populating a new Version with data. Audience: Model Builders Lesson Duration: 5 minutes Th...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
Switchover
Summary: This lesson reviews the use of Switchover in a model. You will learn about Switchover settings, the impact of Switchover on model Versions, and best practices for using Switchover. ...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
Creating Codes for Attributes
Summary: This lesson describes creating standardized codes within a system module of a data hub that can be used to run functions in planning models in order to populate attributes. Audience:&nb...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
Numbered List Actions
Summary: This lesson reviews the uses of numbered lists and model Actions that are only available with numbered lists. Numbered list Actions include Create, Assign, Copy Branch, and Delete Branc...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
Dynamic Charts
Summary: This lesson reviews creating dynamic charts displayed on dashboards that update as the data changes. It includes the use of formulas and other methods to update the charts manually or automa...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
Dashboard Tips and Tricks
Summary: This lesson includes some tips on how to make classic dashboards better for end users. Audience: Model Builders Lesson Duration: 3 minutes This micro lesson is included in Lev...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
Export Options
Summary: When you create a data export you choose the options and layout for the output file. This lesson reviews the export settings available.  Audience: Model Builders Lesson Durati...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
Export Action Best Practices
Summary: Exports from Anaplan should be limited to very specific circumstances. This lesson describes the advantages and disadvantages of data exports and recommended best practices for when exp...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
Import Errors
Summary: This lesson provides best practices for avoiding errors when importing data into a model. It also provides examples of common import errors and how Model Builders can solve the errors. ...
L.A.Foster}
Frequent Contributor / Created Mar 14, 2020
Using Images on Dashboards
Summary: Adding images to a model dashboard can customize the look and feel of an Anaplan model for end users in your organization, as well as improve its usability. This lesson describes the be...
L.A.Foster}
Frequent Contributor / Created Mar 14, 2020
Select Levels to Show
Summary: This lesson describes how Select Levels to Show functionality allows users to quickly customize a data view by designating which levels of a hierarchical list should be seen in a module...
L.A.Foster}
Frequent Contributor / Created Mar 14, 2020
Introduction to Personal Saved Dashboards
Summary: Model Builders can choose to enable Personal Saved Dashboards that allow end users to customize and save a personalized version of a Master Dashboard. This lesson describes how end user...
L.A.Foster}
Frequent Contributor / Created Mar 14, 2020
How to Test as an End User
Summary: This lesson describes the procedure for a Model Builder to adjust their own user settings to allow for testing a user experience page as an end user.  Audience: Model Builders...
L.A.Foster}
Frequent Contributor / Created Mar 14, 2020
Currency Conversion Using a Line Item Subset
Summary: Using an example in a financial planning model, this lesson will walk you through the steps to create and use a Line Item Subset to perform currency conversion calculations to transform a ca...
L.A.Foster}
Frequent Contributor / Created Mar 14, 2020
Create a Line Item Subset
Summary: This lesson describes the procedure for creating a Line Item Subset in a model. It also describes the recommended naming conventions for Line Item Subsets.  Audience: Model Bu...
L.A.Foster}
Frequent Contributor / Created Mar 14, 2020
What is a Line Item Subset?
Summary: This lesson describes the purpose, advantages of and common situations where a Model Builder would create and use a Line Item Subset in a model.  Audience: Model Builders Less...
L.A.Foster}
Frequent Contributor / Created Mar 14, 2020
Filtering Best Practices
Summary: Using filters in an Anaplan model help you focus on data that is important to you or the end user. This lesson reviews best practices for creating and applying effective and efficient f...
L.A.Foster}
Frequent Contributor / Created Mar 14, 2020
When to Use Roles, Selective Access, or Dynamic Cell Access
Summary: This lesson describes three tools that Model Builders can use to control model security and end user permissions: Roles, Selective Access, and Dynamic Cell Access. The lesson also includes s...
L.A.Foster}
Frequent Contributor / Created Mar 14, 2020
Dynamic Cell Access
Summary: This lesson describes how a Model Builder can use Dynamic Cell Access to adjust permission levels for individual line items within a model. The lesson also includes examples from the DC...
L.A.Foster}
Frequent Contributor / Created Mar 14, 2020
Writing Test Scripts
Summary: This lesson reviews best practices for writing effective end user test scripts and how to prepare for User Acceptance Testing (UAT).  Audience: Model Builders Lesson Duration:...
L.A.Foster}
Frequent Contributor / Created Mar 14, 2020
Usability for End Users
Summary: Providing end users with user experiences that are easy for them to access and complete the tasks in a process is critical to user adoptions and project success. This lesson provides gu...
L.A.Foster}
Frequent Contributor / Created Mar 14, 2020
Dimension Order
Summary: In a model, the arrangement of the dimensions used in modules can impact the speed of calculations. In the lesson, learn how the sequence of dimensions affects the calculations performe...
L.A.Foster}
Frequent Contributor / Created Mar 14, 2020
Using the Compare Functionality
Summary: The Compare feature lets you compare data values in a module. You can choose to compare the data against a different version, a list, or a time period. This lesson reviews the functiona...
L.A.Foster}
Frequent Contributor / Created Mar 14, 2020
Subsidiary Views
Summary: A subsidiary view is a line item that contains different dimensions from the module in which it resides. Subsidiary views do not have a large impact on performance, but they can be...
L.A.Foster}
Frequent Contributor / Created Mar 14, 2020
Model Options for Calculation Efficiency and Performance
Summary: One of the greatest sources of impact on model performance are the calculations running in a model. There is no simple solution for calculation efficiency. Every situation, model, ...
L.A.Foster}
Frequent Contributor / Created Mar 14, 2020
Dependent Calculations
Summary: There are multiple ways to structure calculations that all provide the same result. Dependent calculations reference the output of other calculations within the formulas. Using dep...
L.A.Foster}
Frequent Contributor / Created Mar 14, 2020
Thinking Through Your Formulas
Summary: This lesson reviews key questions and considerations that you should use as you plan out the formulas used for calculations and data transformation in a model. It also reviews best prac...
L.A.Foster}
Frequent Contributor / Created Mar 14, 2020
How to Adjust or Override a Previously Calculated Value
Summary: This lesson explains how to create functionality that allows end users to manually input a new value to override an initial value and include the adjusted value in other calculations.  ...
L.A.Foster}
Frequent Contributor / Created Mar 14, 2020
Front to Back Model Design
Summary: This lesson reviews best practices for designing a model - beginning with the end users' experience and how each role will interact with the model to complete the business process. This...
L.A.Foster}
Frequent Contributor / Created Mar 14, 2020
Using PLANS
Summary: In this lesson you will learn how the PLANS standards for model design are applied to ensure usability of the platform for model builders and end users.  Audience: Model Build...
L.A.Foster}
Frequent Contributor / Created Mar 14, 2020
Level 3 Model Building
The Anaplan Academy is proud to launch the Level 3 Model Building training program! This course is designed to advance experienced model builders’ skills on their path to becoming a Solution Arc...
ashley.gilbert}
Contributor / Created Feb 27, 2020
Complete Training for Model Builders from Anaplan Academy
New, aspiring, and experienced Model Builders can now come to Anaplan Academy for all the training they need to improve their Anaplan skills. Here’s an overview of the three levels available on deman...
jordonsr}
Contributor / Created Apr 30, 2020
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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 ...
AaronW}
Community Manager / Created Mar 12, 2018
The Anaplan Way On Demand
Customers, employees, and partners have been clamoring for opportunities to learn The Anaplan Way so they can complete their Model Builder certification. We now have a way for anyone in the Anaplan e...
jordonsr}
Contributor / Created May 19, 2020
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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 b...
Bob-Bachynsky}
Super Contributor / Created May 5, 2017
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Learn how to get set up in learning center and prepared to start training 
elizabeth_schaf}
Valued Contributor / Created Sep 7, 2017
Certified Model Builder Certificate
You can now download the “Certified Model Builder” certificate on Anaplan’s Learning Center! The requirements to become an Anaplan Certified Model Builder for 2020 include successful completion of Le...
ashley.gilbert}
Contributor / Created Mar 24, 2020
Hierarchy Design and Combination Lists
List hierarchies are a fundamental part of model building in Anaplan, but creating the right hierarchy for the situation is not always straightforward. In this lesson, we’ll take a closer l...
L.A.Foster}
Frequent Contributor / Created Feb 28, 2020
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Follow the instructions below or click the link at right to down these instructions.                     
Courtney}
Valued Contributor / Created Apr 30, 2019
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We’ve been in the process of revamping our Anaplan Learning Journey, which can only mean one thing - new classes! Launchpad will be going away come July 31st, 2019 to be replaced by our new Level 1 M...
emilydunn}
Community Manager / Created Feb 6, 2018
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Already Taken the Training, But Need a Refresher?Here Are Some of My Favorite Features!     Course Objectives Where to find more resources about Informatica An overview of HyperConnect Dem...
Bob-Bachynsky}
Super Contributor / Created Dec 20, 2017
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At Anaplan, partners and customers are an extension of our team. Together, our teams ensure an elegant first deployment, from which customers can build as many additional models as they need. Anaplan...
Courtney}
Valued Contributor / Created Sep 21, 2017
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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 fle...
Bob-Bachynsky}
Super Contributor / Created Apr 21, 2017
Anaplan Academy: Micro-Lessons Available for New UX
Optimizing the New UX experience has never been easier. Learn how to make the most of the new features and functionality.
ChrisMullen}
Community Boss / Created May 5, 2020
Model Builder Navigation
Summary: This lesson provides a tour of Anaplan features for beginner Model Builders to more easily navigate within the platform.  Audience: Model Builders Lesson Duration: 3 minu...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Creating System Modules
Summary: This lesson shares the recommended best practices for using and building system modules in a model to hold functions and data that are referenced by input, calculation, and output modul...
L.A.Foster}
Frequent Contributor / Created Mar 18, 2020
Using DISCO for Module Planning
Summary: This lesson reviews how to use the concept of DISCO to organize and plan the modules for a model.  Audience: Model Builders Lesson Duration: 6 minutes This micro lesson i...
L.A.Foster}
Frequent Contributor / Created Mar 17, 2020
Dynamic Cell Access with the Users List
Summary: This lesson discusses how to create highly targeted Read and Write permissions in a model using Dynamic Cell Access with the model's User list. This lesson also references examples in t...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
Filtering During Assign Actions
Summary: This lesson demonstrates how to use filtering criteria with an Assign action for a numbered list.  Audience: Model Builders Lesson Duration: 11 minutes This micro lesson ...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
Working with Ranges, Tiers, or Bands
Summary: This lesson demonstrates how to avoid long formulas when identifying if a value falls within a range of values, which are referred to as tiers or bands.  Audience: Model Builders L...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
User Filters
Summary: This lesson demonstrates using a model's Users list as a dimension in filters to make criteria apply to a specific individual user. Audience: Model Builders Lesson Duration: 23 min...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
Using ISFIRSTOCCURRENCE with Transactional Data
Summary: This lesson explains how the functionality ISFIRSTOCCURRENCE can be used to identify the first occurrence of an item. This functionality is useful for moving transactional data from a data h...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
Numbered List Actions
Summary: This lesson reviews the uses of numbered lists and model Actions that are only available with numbered lists. Numbered list Actions include Create, Assign, Copy Branch, and Delete Branc...
L.A.Foster}
Frequent Contributor / Created Mar 15, 2020
Using SELECT
Summary: The SELECT function allows you to write more detailed formulas that apply to one item from a list or dimension, instead of a formula that applies to all items in a list or dimension. Th...
L.A.Foster}
Frequent Contributor / Created Mar 14, 2020
Anaplan Connect 1.3x
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 ...
ChrisMullen}
Community Boss / Created Nov 15, 2019
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In this comprehensive course, you will learn the basic procedures for using and building with Anaplan’s New User Experience (New UX). After an introduction to the New UX, you will select your role as...
lindascott}
Super Contributor / Created Dec 3, 2018
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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 Co...
Bob-Bachynsky}
Super Contributor / Created Aug 29, 2018
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Already Taken the Training, But Need a Refresher?Here Are Some of My Favorite Features!   Overview This set of classes address how data is used and managed within an Anaplan model:   Anapl...
Bob-Bachynsky}
Super Contributor / Created Jul 18, 2017
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Hi Dan,   This course will take approximately 10-15 minutes.   Thanks, Chris
ChrisMullen}
Community Boss / Created May 16, 2017
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 It would be nice to have the time committment listed
dan_ossmann}
Certified Master Anaplanner / Created May 12, 2017
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PM sent, thanks
Bob-Bachynsky}
Super Contributor / Created Apr 25, 2017
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I was unable to see the videos on the basic functions.  Every time I clicked on a tile I got this error message:<Error><Code>AccessDenied</Code><Message>Access Denied<...
louderd1}
New Member / Created Apr 19, 2017
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Hi Dmitry,You have to go to the Learning Center to start the course. Here is the link...https://learning.anaplan.com/course/view.php?id=1239 Amy
adavila1}
New Contributor / Created May 25, 2020
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Good tutorial. Things that would be additionally good to have is some of the big issues that clients face while managing ALM in a post go live stage. That helps developers train the model admins...
kausghosh}
New Contributor / Created May 25, 2020
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While building pages through "My pages" is simple and intuitive it has limited features compared to building an app which is a little tricky.Also, new UX training videos are not streaming.
arunima}
New Contributor / Created May 23, 2020
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Hello,Who to start the course?
Dmitry}
Occasional Contributor / Created May 22, 2020
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how do you create a parallel hierarchy?
bhill5}
Occasional Contributor / Created May 21, 2020
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That is a great news for all aspiring model builders.
Misbah}
Community Boss / Created May 20, 2020
New UX: App Contents for Page Builders
Summary: This lesson describes the App Contents options for Page Builders using Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 1 minute U...
L.A.Foster}
Frequent Contributor / Created May 18, 2020
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Hi, I am also checking for multi select in one hierarchy. Is it possible? I tried delimiter but didn't work out.  Thanks, Nisha. S
NishaS}
Occasional Contributor / Created May 18, 2020
New UX: Page Design Best Practices
Summary: This lesson describes best practices for Page Builders designing pages using Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 5 mi...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Create a Form
Summary: This lesson demonstrates how Page Builders can create a form using Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 2 minutes Upda...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Configure Worksheet Actions
Summary: This lesson describes options for Page Builders to configure worksheet Actions using Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration:&n...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Add a Card on a Worksheet
Summary: This lesson describes how Page Builders can add a card to a worksheet using Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 1 min...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Add Quick Links
Summary: This lesson demonstrates how Page Builders add quick links to a worksheet using Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 1...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Add Primary Grid to a Worksheet
Summary: This lesson demonstrates how Page Builders add a primary grid to a worksheet using Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration:&nbs...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Worksheet Designer Overview
Summary: This lesson provides an overview of the Worksheet Designer options for Page Builders using Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Durat...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Convert My Page to an App Page
Summary: This lesson describes how Page Builders can convert an existing My Page to an App Page using Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Dur...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Add Actions to a Card
Summary: This lesson demonstrates how Page Builders can add Actions to cards in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 1 minute U...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Restrict Page Access
Summary: This lesson describes the options for Page Builders to restrict user experience page access in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson D...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Delete a Card in Template Library
Summary: This lesson demonstrates how Page Builders can delete a card from the Template Library in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Durati...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Edit a Card in the Template Library
Summary: This lesson explains how Page Builders can edit a card in the Template Library in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: ...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Add a Card to Template Library
Summary: This lesson describes how Page Builders can add a card to the Template Library in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: ...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Use a Card from Template Library
Summary: This lesson demonstrates how Page Builders can use a card from the Template Library in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration:...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Card Template Library
Summary: This lesson provides an overview of the Card Template Library for Page Builders using Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration:&...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Delete a Card
Summary: This lesson demonstrates how Page Builders can delete a card from a board in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 1 mi...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Board Layout
Summary: This lesson describes the board layout options for Page Builders using Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 2 minutes ...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Set up a Hierarchy Sync Across Grids
Summary: This lesson demonstrates how Page Builders can set up a hierarchy data sync across grids in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Dura...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Select Data Source for a Card
Summary: This lesson demonstrates how Page Builders select a data source for a card using Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: ...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Board Designer Overview
Summary: This lesson provides an overview of the Board Designer options for Page Builders in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration:&nb...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Adjust Context Selector Options
Summary: This lesson describes how Page Builders can adjust Context Selector options in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 4 ...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Create a Custom Data View
Summary: This lesson describes how Page Builders can create a custom data view in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 3 minute...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Create a Saved Model View
Summary: This lesson demonstrates how Page Builders can create a saved model view in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 2 min...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Configure an Action Card
Summary: This lesson demonstrates how Page Builders can configure an Action card in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 1 minu...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Configure a Field Card
Summary: This lesson explains how Page Builders can configure a field card in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 1 minutes Up...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Configure an Image Card
Summary: This lesson demonstrates how Page Builders can configure an image card in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 1 minut...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Configure a KPI Card
Summary: This lesson describes how Page Builders can configure a KPI card in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 1 minutes Upd...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Configure a Chart Card
Summary: This lesson describes how Page Builders can configure a chart card in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 1 minutes U...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Configure a Grid Card
Summary: This lesson demonstrates how Page Builders can configure a grid card in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 1 minutes...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Configure a Text Card
Summary: This lesson explains how Page Builders can configure a text card in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 1 minutes Upd...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
New UX: Add a Card to a Board
Summary: This lesson explains how Page Builders can add a card to a board in Anaplan's New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 1 minutes Upd...
L.A.Foster}
Frequent Contributor / Created May 17, 2020
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I am working on Supply Chain related data hub and wanted to use new UX to provide access to data admins. However i dont have the page builder access. While i can create my pages, it is more ideal to ...
PrashantS}
New Contributor / Created Apr 22, 2020
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is it possible to add feature "autofocus" design while creation form in new UX 
pkenjale}
New Contributor / Created Apr 20, 2020
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@Bob-Bachynsky, thank you! I confirmed that I can access the "Agile and Anaplan (140)" now.
Joshua.Huilar}
Occasional Contributor / Created Apr 20, 2020
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Thanks for the heads up @Joshua.Huilar I updated the file and had forgot to set the permissions back to public viewing. Sorry for any inconvenience. I'll take a look at the skipping audio. ...
Bob-Bachynsky}
Super Contributor / Created Apr 20, 2020
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@Bob-Bachynsky The link for "Agile and Anaplan (140)" does not work for me, but the other links do.Also, videos #5 and #6 had a lot of lags or skips in the audio.
Joshua.Huilar}
Occasional Contributor / Created Apr 19, 2020
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@ChrisMullen thanks a lot for your quick reply.Frankly speaking, I had already done it before posting this message 😉 as I discover little by little the community environment. 
Philippe}
New Contributor / Created Mar 30, 2020
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@Philippe         We are aware of the issue and we are working on fixing it now.  Please open a ticket by emailing Academy@anaplan.com and they will be able to let ...
ChrisMullen}
Community Boss / Created Mar 30, 2020
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Good morning@ChrisMullen I can't download the model as described in your message.The link leads to my Anaplan homepage, not to the Anaplan Hub thank you and take carePhilippe
Philippe}
New Contributor / Created Mar 30, 2020
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Hi @ChrisMullen  I am unable to download a copy of the data hub.When I click the link I'm taken to my workspace and then nothing happens.I've tried disabling my SSO and trying the same...
usman.zia}
Master Anaplanner/Community Boss / Created Mar 29, 2020
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The Build Guide is accessible under the Resources tab from within the training itself. Just expand the menu on the left to see the Resources tab.
lindascott}
Super Contributor / Created Mar 25, 2020
New UX: Change Model for Multiple App Pages
Summary: This lesson explains how Page Builders can change the model used for multiple app pages at one time in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders ...
L.A.Foster}
Frequent Contributor / Created Mar 22, 2020
New UX: Change Model for a Single Page
Summary: This lesson explains how Page Builders can change the model used for a single page in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration:&...
L.A.Foster}
Frequent Contributor / Created Mar 22, 2020
New UX: Move a Page
Summary: This lesson explains how Page Builders move a page to another app in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 1 minutes Up...
L.A.Foster}
Frequent Contributor / Created Mar 22, 2020
New UX: Create a Page
Summary: This lesson demonstrates how Page Builders create a page in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 1 minutes Updated:&nb...
L.A.Foster}
Frequent Contributor / Created Mar 22, 2020
New UX: Show Models for an App
Summary: This lesson demonstrates how Page Builders can view the models used for an App page in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration:...
L.A.Foster}
Frequent Contributor / Created Mar 22, 2020
New UX: Create a Category
Summary: This lesson describes how Page Builders can create a category in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 1 minutes Update...
L.A.Foster}
Frequent Contributor / Created Mar 22, 2020
New UX: Manage My Pages
Summary: This lesson explains the options for Page Builders to manage My Pages in Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 1 minute...
L.A.Foster}
Frequent Contributor / Created Mar 22, 2020
New UX: Duplicate an App
Summary: This lesson explains how Page Builders can duplicate an App using Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 1 minutes Updat...
L.A.Foster}
Frequent Contributor / Created Mar 22, 2020
New UX: Delete an App
Summary: This lesson demonstrates how Page Builders can delete an App using Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 1 minutes Upda...
L.A.Foster}
Frequent Contributor / Created Mar 22, 2020
New UX: Create an App
Summary: This lesson demonstrates how Page Builders can create an App using Anaplan’s New User Experience (NUX). Audience: Model Builders, Page Builders Lesson Duration: 1 minutes Upda...
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Frequent Contributor / Created Mar 22, 2020