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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.

Featured
Level 1 Model Building
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...  Read Full Article
Level 2 Model Building
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...  Read Full Article
Certified Model Builder Certificate
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...  Read Full Article
Level 3 Model Building
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...  Read Full Article
New Anaplan Solution Architect Certification
New Anaplan Solution Architect Certification
Anaplan Academy is proud to announce the availability of the Anaplan Solution Architect Certification. This certification recognizes candidates who have extensive and proven knowledge of how to build...  Read Full Article
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Keeping Current on Your Current Certified Model Builder Requirements
Keeping Current on Your Current Certified Model Builder Requirements
Maintaining up to date certifications is a key component of any world-class certification program, and it is especially true for a dynamic and innovative company such as Anaplan! A crucial part of An...
ChrisMullen}
ChrisMullen Community Boss Community Boss
Community Boss / Created Sep 8, 2020
Anaplan Connect Guidelines
Anaplan Connect Guidelines
Summary: This lesson covers some general guidelines for using and scripting in Anaplan Connect. Audience: Advanced Model Builders, Data Integration Specialists, Solution Architects   T...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 26, 2020
Anaplan Connect - Data from a JDBC Database
Anaplan Connect - Data from a JDBC Database
Summary: The goal of this lesson is to lead you through an activity to bring data into Anaplan using Java Database Connectivity (JDBC). Audience: Advanced Model Builders, Data Integration S...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 26, 2020
Anaplan Connect - Data from a Flat File
Anaplan Connect - Data from a Flat File
Summary: This lesson focuses on creating a script that allows you to do multiple imports from a flat file. Audience: Advanced Model Builders, Data Integration Specialists, Solution Architec...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 26, 2020
Introduction to Anaplan Connect
Introduction to Anaplan Connect
Summary: The goal of this lesson is to provide you with a working knowledge of Anaplan Connect and get you setup with the application. Audience: Advanced Model Builders, Data Integration Sp...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 26, 2020
Using the Administration Console
Using the Administration Console
Summary: In this lesson you’ll learn why it is important for at least one user to be assigned the Tenant Admin role. You’ll also learn how a Tenant Administrator can use the Anaplan Administrati...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 26, 2020
Manipulating Data with Line Item Subsets
Manipulating Data with Line Item Subsets
Summary: Line item subsets are one of the most powerful features in Anaplan. In this lesson, you will learn two techniques that utilize subsets to manipulate data. Audience: Advanced Model ...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 26, 2020
Managing ALM Issues
Managing ALM Issues
Summary: As you work with Application Lifecycle Management (ALM), issues will arise occasionally that require a bit of thinking through. This lesson includes a few of the common issues and the b...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 26, 2020
Getting Existing Models Ready for ALM
Getting Existing Models Ready for ALM
Summary: This lesson reviews the procedures and preparation for implementing Application Lifecycle Management (ALM) functionality with existing models. Audience: Advanced Model Builders, So...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 26, 2020
ALM: Revision Tags
ALM: Revision Tags
Summary: Changes to the structural data in a development model are captured using revision tags. This lesson focuses on revision tags, what they are, how they are used, and best practices. Audie...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 26, 2020
ALM: Production Data
ALM: Production Data
Summary: One of the most important aspects of Application Lifecycle Management (ALM) is determining what data in the model is labeled production data. Production data is operational data that ch...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 26, 2020
ALM: High-Level Architecture and Organizational Readiness
ALM: High-Level Architecture and Organizational Readiness
Summary: Application Lifecycle Management (ALM) is more than just the Anaplan functionality. It includes creating an organizational structure for Application Lifecycle Management and a change co...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 26, 2020
Basics of Application Lifecycle Management (ALM)
Basics of Application Lifecycle Management (ALM)
Summary: Application Lifecycle Management, or ALM, is the combined coordination of software development lifecycle activities, which include gathering requirements, designing, building, and testi...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 26, 2020
Drill Down and Drill to Transaction
Drill Down and Drill to Transaction
Summary: When you are on an Anaplan UX page/classic dashboard,  or in a module, there are two options for viewing the underlying data. You can Drill Down or Drill to Transaction. Drill Down...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 25, 2020
Delta Data Loads
Delta Data Loads
Summary: Delta data is a data set that consists of new or changed data. There are times when you want to bring delta data into an existing model instead of a data load, which incorporates the fu...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 25, 2020
Anaplan Modeling for Enterprise Scale
Anaplan Modeling for Enterprise Scale
Summary: Designing and implementing a network of connected models is an important strategy for ensuring optimal Anaplan performance at enterprise scale. In this lesson, you’ll learn practical ap...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 25, 2020
What is Snapshotting?
What is Snapshotting?
Summary: Snapshotting is a great way to do what-if analysis or efficiently store final version results or plan scenarios within an Anaplan model. In this lesson, you’ll learn how to harness the ...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 25, 2020
Methods of Snapshotting
Methods of Snapshotting
Summary: Snapshotting addresses an end user’s need to reference model results in the future. In this short lesson, you’ll learn about several methods for snapshotting that you can consider. Audi...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 25, 2020
Do You Need a Snapshot?
Do You Need a Snapshot?
Summary: In this quick lesson, you’ll learn how to determine if snapshotting is an appropriate modeling solution for the situation. Audience: Advanced Model Builders, Solution Architects Le...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 25, 2020
Custom Time - Avoid Republishing Charts
Custom Time - Avoid Republishing Charts
Summary: This lesson demonstrates a method of using a custom timescale for charts that will automatically update without having to republish when the timescale changes. This reduces the administ...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 25, 2020
Custom Time - Rolling Weeks
Custom Time - Rolling Weeks
Summary: A rolling forecast is a tool that allows organizations to continuously plan over a set time horizon. Many companies must plan in shorter increments, and on a weekly rather than monthly ...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 25, 2020
Custom Time - Setting Up for a 4-4-5 Timescale
Custom Time - Setting Up for a 4-4-5 Timescale
Summary: If you set up your model correctly, you can include automated processes that make it easy to keep your custom time scale current. In this lesson, you will learn techniques and model set...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 25, 2020
Custom Time - Using Custom Timescales
Custom Time - Using Custom Timescales
Summary: Anaplan has built-in functionality that work with the native calendar. But there are situations when the native calendar does not match the needs of the organization. This lesson provid...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 25, 2020
Anaplan Extensions: Excel Add-in Remap a Connection
Anaplan Extensions: Excel Add-in Remap a Connection
Bob-Bachynsky}
Bob-Bachynsky <b>Super</b> Contributor
Super Contributor / Created Aug 20, 2020
Anaplan Extensions: Excel Add-in Information Section
Anaplan Extensions: Excel Add-in Information Section
Bob-Bachynsky}
Bob-Bachynsky <b>Super</b> Contributor
Super Contributor / Created Aug 20, 2020
Anaplan Extensions: Excel Add-in Upgrade and Convert
Anaplan Extensions: Excel Add-in Upgrade and Convert
Bob-Bachynsky}
Bob-Bachynsky <b>Super</b> Contributor
Super Contributor / Created Aug 20, 2020
Anaplan Extensions: Excel Add-in Terminology
Anaplan Extensions: Excel Add-in Terminology
Bob-Bachynsky}
Bob-Bachynsky <b>Super</b> Contributor
Super Contributor / Created Aug 19, 2020
Anaplan Extensions: Security
Anaplan Extensions: Security
Bob-Bachynsky}
Bob-Bachynsky <b>Super</b> Contributor
Super Contributor / Created Aug 19, 2020
Anaplan Extensions: Excel Add-in Installation & Sign-in
Anaplan Extensions: Excel Add-in Installation & Sign-in
Bob-Bachynsky}
Bob-Bachynsky <b>Super</b> Contributor
Super Contributor / Created Aug 19, 2020
Using Standard Filters on a Classic Dashboard
Using Standard Filters on a Classic Dashboard
Summary: This lesson demonstrates how to use standard filters to limit the data shown on a classic dashboard. Audience: Model Builders Lesson Duration: 12 minutes This micro lesson is inclu...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 6, 2020
Sorting on a Classic Dashboard
Sorting on a Classic Dashboard
Summary: This lesson reviews the options for sorting data on a classic dashboard.  Audience: Model Builders Lesson Duration: 3 minutes This micro lesson is included in Level 1 Mod...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 6, 2020
Conditional Formatting on a Classic Dashboard
Conditional Formatting on a Classic Dashboard
Summary: In this lesson you will learn more about conditional formatting that enables you to color-code a cell, based on the values in its line item or another line item. You can add conditional form...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 6, 2020
Dynamic Charts on User Experience (UX) Pages
Dynamic Charts on User Experience (UX) Pages
Summary: Charts can be created and displayed on User Experience (UX) pages to help users visualize data. Charts are dynamic, meaning that the charts update as data from the underlying model chan...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 6, 2020
Designing for Usability
Designing for Usability
Summary: Usability for end users is critical. If the UX page doesn’t reflect the process that end users use or is difficult to use, user adoption is at risk, which could lead to project failure....
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 6, 2020
New Anaplan Solution Architect Certification
New Anaplan Solution Architect Certification
Anaplan Academy is proud to announce the availability of the Anaplan Solution Architect Certification. This certification recognizes candidates who have extensive and proven knowledge of how to build...
ChrisMullen}
ChrisMullen Community Boss Community Boss
Community Boss / Created Jul 30, 2020
Image Placeholder
Anaplan Certified Solution Architect FAQ
Why has Anaplan updated the Anaplan Solution Architect certification? Anaplan has completely redesigned the Anaplan Platform Certification Path to include the latest best practices and design standar...
ChrisMullen}
ChrisMullen Community Boss Community Boss
Community Boss / Created Jul 30, 2020
Solution Architect Certification Eligibility
Solution Architect Certification Eligibility
Solution Architect Certification Eligibility An Anaplan Certified Solution Architect is an individual who has shown technical competence at the required level via successful completion of all courses...
ChrisMullen}
ChrisMullen Community Boss Community Boss
Community Boss / Created Jul 30, 2020
Certificate Authentication Process
Certificate Authentication Process
This 5:08 video walks through the Certificate Authentication process as described on Anapedia. More information about the Java keytool discribed in this video can be found here.
Bob-Bachynsky}
Bob-Bachynsky <b>Super</b> Contributor
Super Contributor / Created Jun 23, 2020
Optimizer: Dynamic Time Setup
Optimizer: Dynamic Time Setup
This video will demonstrate how to setup a dynamic time list for use with the Optimizer.
mark_godfrey}
mark_godfrey <b>Super</b> Contributor
Super Contributor / Created Jun 22, 2020
Optimizer: Exercise Walkthrough
Optimizer: Exercise Walkthrough
This video is a walkthrough of an Optimizer exercise.
mark_godfrey}
mark_godfrey <b>Super</b> Contributor
Super Contributor / Created Jun 22, 2020
Optimizer: Use Case Examples
Optimizer: Use Case Examples
This video contains use case examples using the Optimizer.
mark_godfrey}
mark_godfrey <b>Super</b> Contributor
Super Contributor / Created Jun 22, 2020
The Anaplan Way On Demand
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}
jordonsr Contributor
Contributor / Created May 19, 2020
New UX: App Contents for Page Builders
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 18, 2020
New UX: Page Design Best Practices
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Create a Form
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Configure Worksheet Actions
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Add a Card on a Worksheet
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Add Quick Links
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Add Primary Grid to a Worksheet
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Worksheet Designer Overview
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Convert My Page to an App Page
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Add Actions to a Card
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Restrict Page Access
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Delete a Card in Template Library
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Edit a Card in the Template Library
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Add a Card to Template Library
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Use a Card from Template Library
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Card Template Library
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Delete a Card
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Board Layout
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Set up a Hierarchy Sync Across Grids
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Select Data Source for a Card
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Board Designer Overview
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Adjust Context Selector Options
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Create a Custom Data View
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Create a Saved Model View
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Configure an Action Card
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Configure a Field Card
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Configure an Image Card
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Configure a KPI Card
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Configure a Chart Card
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Configure a Grid Card
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Configure a Text Card
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Add a Card to a Board
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
Anaplan Academy: Micro-Lessons Available for New UX
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}
ChrisMullen Community Boss Community Boss
Community Boss / Created May 5, 2020
Complete Training for Model Builders from Anaplan Academy
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}
jordonsr Contributor
Contributor / Created Apr 30, 2020
Certified Model Builder Certificate
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}
ashley.gilbert Frequent Contributor
Frequent Contributor / Created Mar 24, 2020
New UX: Change Model for Multiple App Pages
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 22, 2020
New UX: Change Model for a Single Page
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 22, 2020
New UX: Move a Page
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 22, 2020
New UX: Create a Page
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 22, 2020
New UX: Show Models for an App
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 22, 2020
New UX: Create a Category
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 22, 2020
New UX: Manage My Pages
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 22, 2020
New UX: Duplicate an App
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 22, 2020
New UX: Delete an App
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 22, 2020
New UX: Create an App
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 22, 2020
New UX: My Pages Overview
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 22, 2020
New UX: Using the Worksheet Toolbar
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 22, 2020
New UX: Adjust the Height of a Secondary View
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 22, 2020
New UX: Using the Insights Panel
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 22, 2020
New UX: Share an App Page
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 22, 2020
New UX: Use a Form to Add to a List
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 22, 2020
New UX: Launch a Model Action
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 22, 2020
New UX: Save a Copy to My Pages
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 22, 2020
New UX: Enter or Edit Data
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 21, 2020
New UX: Synchronize Data on a Board
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 21, 2020
New UX: Using Context Selectors
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 21, 2020
New UX: Display Data Points on a Chart
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 21, 2020
New UX: Open a Linked Page
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 21, 2020
New UX: Page Features
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 21, 2020
New UX: Worksheet Overview
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 21, 2020
New UX: Board Overview
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 21, 2020
New UX: Open a Page
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 21, 2020
New UX: App Contents Overview
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 21, 2020
New UX: Open an App
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 21, 2020
New UX: Logging In
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 21, 2020
New UX: Model Roles & Security
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 21, 2020
New UX: User Roles
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 21, 2020
New UX: Page Types
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 21, 2020
New UX: Terminology
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 21, 2020
New UX: Introduction
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 21, 2020
Using Manage Models
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Roles and Selective Access
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Selective Access
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Adding a Role
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Workspace Administrator Role
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Adding Users
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Functional Areas
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Standard Filters in a Module
Standard Filters in a Module
Summary: This lesson demonstrates how to use standard filters to limit the data shown in a module. Audience: Model Builders Lesson Duration: 12 minutes This micro lesson is included in Leve...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Quick Filters and Dashboard Design
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Using Quick Filters
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Sorting in a Module
Sorting in a Module
Summary: This lesson describes the options available for sorting data in a module. Audience: Model Builders Lesson Duration: 4 minutes This micro lesson is included in Level 1 Mod...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Synchronizing Dashboards
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Conditional Formatting in a Module
Conditional Formatting in a Module
Summary: This lesson reviews conditional formatting that enables you to color-code a cell, based on the values in its line item or another line item. Audience: Model Builders Lesson Duratio...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Publish a Chart to a Dashboard
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Copying Down and Across
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Publish a Module to a Dashboard
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Create a New Dashboard
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Introduction to User Experience
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Accessing Help and Anapedia Resources
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Designing Models for the User Experience
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
PLANS: This is How We Model
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Create a New Model
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Model Builder Navigation
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
How Anaplan is Used for Connected Planning
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Log in and Search
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Using Model History
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Customizing Views
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Style Settings
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Understanding Model Size
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Formula and Function Resources
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Copying a Module
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Avoiding Hard Coding
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
The SUM Function
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
The LOOKUP Function
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Creating System Modules
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Time Functions
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Build a Time Systems Module
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Summary Settings
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Best Practices for Formulas with References
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Add a Formula to a Line Item
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Import Data to a Module
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Source to Target Mapping for Import to a Module
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Saved Views for Model Builders
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Using Pivot
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Add or Remove Dimensions in an Existing Module
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Format Settings
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Blueprint View Settings
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Toggle Between Grid View and Blueprint View
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Source to Target Mapping in Formulas
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 17, 2020
Adding a Module
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 17, 2020
Thinking Through Module Creation
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 17, 2020
Best Practices for Naming Modules
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 17, 2020
Using DISCO for Module Planning
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 17, 2020
Model Map Overview
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 17, 2020
Create a Numbered List
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 17, 2020
Create a List Subset
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 17, 2020
Naming Conventions for List Subsets
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 17, 2020
What is a List Subset?
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 17, 2020
Manually Import Data to a List
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 17, 2020
Naming Conventions for Hierarchical Lists
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 17, 2020
Manually Create a Hierarchical List
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 17, 2020
Manually Adding and Organizing Lists
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 17, 2020
Understanding Top Level
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 17, 2020
Introduction to List Codes
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 16, 2020
Introduction to Numbered Lists
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 16, 2020
Composite or Hierarchical Lists
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 16, 2020
Version Settings
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 16, 2020
Time Settings Scenarios
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 16, 2020
Time Settings
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 16, 2020
Authentication Options
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 15, 2020
Choosing a Data Integration Option
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 15, 2020
Data Integration Options
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 15, 2020
The Anaplan Integration API
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 15, 2020
Data Integration Overview and Process
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 15, 2020
Dynamic Cell Access with the Users List
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 15, 2020
Filtering During Assign Actions
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 15, 2020
Leveraging Time in a Model
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 15, 2020
String Concatenation
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 15, 2020
Working with Ranges, Tiers, or Bands
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 15, 2020
Aggregation Functions Other than SUM
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 15, 2020
End User Filtering with Published Line Items
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 15, 2020
Native Version and Custom Version Lists
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 15, 2020
User Filters
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 15, 2020
Dependent Dropdowns
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 15, 2020
Uses of the User List
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 15, 2020
Clearing Module Data
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 15, 2020
Compound Functions: SUM, LOOKUP, SELECT
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 15, 2020
Handling Exceptions
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 15, 2020
Using ISFIRSTOCCURRENCE with Transactional Data
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 15, 2020
Converting Data Formats
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 15, 2020
Data Staging - the Good, the Bad, and Why it Matters
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 15, 2020
Setting up a Data Hub: Data Validation and Export to Spoke Model
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 15, 2020
Setting up a Data Hub: Lists and Modules
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 15, 2020
Setting up a Data Hub: User Stories and Source Systems
Setting up a Data Hub: User Stories and Source Systems
Summary: Data is one of the four cornerstones of the Anaplan Way. It is critical to get the right data to ensure the project’s success. Start thinking about how to set up a data hub at the begin...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 15, 2020
The Purpose of a Data Hub
The Purpose of a Data Hub
Summary: As Anaplan has grown and evolved, the use of a data hub has become more prevalent. A data hub is essential for Connected Planning, as it holds all the data needed for the various Anapla...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 15, 2020
List Subsets - Advanced Topics
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 15, 2020
When to Split a Model
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 15, 2020
Agile in Action
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 15, 2020
What is ALM?
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 15, 2020
Bulk Copy
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 15, 2020
Switchover
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 15, 2020
Creating Codes for Attributes
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 15, 2020
Numbered List Actions
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 15, 2020
Dynamic Charts on Classic Dashboards
Dynamic Charts on Classic Dashboards
Summary: This lesson reviews creating dynamic charts displayed on classic dashboards that update as the data changes. It includes the use of formulas and other methods to update the charts manually o...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 15, 2020
Dashboard Tips and Tricks
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 15, 2020
Export Options
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 15, 2020
Export Action Best Practices
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 15, 2020
Import Errors
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 14, 2020
Using Images on Dashboards
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 14, 2020
Select Levels to Show
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 14, 2020
Introduction to Personal Saved Dashboards
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 14, 2020
How to Test as an End User
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 14, 2020
Currency Conversion Using a Line Item Subset
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 14, 2020
Create a Line Item Subset
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 14, 2020
What is a Line Item Subset?
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 14, 2020
Filtering Best Practices
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 14, 2020
When to Use Roles, Selective Access, or Dynamic Cell Access
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 14, 2020
Dynamic Cell Access
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 14, 2020
Writing Test Scripts
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 14, 2020
Usability for End Users
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 14, 2020
Dimension Order
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 14, 2020
Using the Compare Functionality
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 14, 2020
Subsidiary Views
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 14, 2020
Model Options for Calculation Efficiency and Performance
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 14, 2020
Dependent Calculations
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 14, 2020
Thinking Through Your Formulas
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 14, 2020
How to Adjust or Override a Previously Calculated Value
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 14, 2020
Front to Back Model Design
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 14, 2020
Using PLANS
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 14, 2020
Edit From, Edit To
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 14, 2020
Hierarchy vs. Flat Lists
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 14, 2020
Model Size and Dimensionality
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 14, 2020
Validating Data in a Hub
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 14, 2020
Create a Process with Multiple Imports
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 14, 2020
Delete from List Using Selection
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 14, 2020
Model to Model Imports
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 14, 2020
Saved Views for Importing
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 14, 2020
Setting the Default File on Imports and Export
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 14, 2020
Introduction to Data Hubs
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 14, 2020
Using SELECT
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 14, 2020
Hierarchy Design and Combination Lists
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Feb 28, 2020
Level 3 Model Building
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}
ashley.gilbert Frequent Contributor
Frequent Contributor / Created Feb 27, 2020
Image Placeholder
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}
ChrisMullen Community Boss Community Boss
Community Boss / Created Nov 15, 2019
HyperConnect
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}
ChrisMullen Community Boss Community Boss
Community Boss / Created Nov 15, 2019
Image Placeholder
Effective Dating
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}
ChrisMullen Community Boss Community Boss
Community Boss / Created Nov 15, 2019
Automating User Access
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}
ChrisMullen Community Boss Community Boss
Community Boss / Created Nov 15, 2019
Selective Access Overview
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}
ChrisMullen Community Boss Community Boss
Community Boss / Created Nov 15, 2019
User Access & Roles Overview
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}
ChrisMullen Community Boss Community Boss
Community Boss / Created Nov 15, 2019
Hub Model Hierarchy Management
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}
ChrisMullen Community Boss Community Boss
Community Boss / Created Nov 15, 2019
Introduction to Data Integration
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}
ChrisMullen Community Boss Community Boss
Community Boss / Created Nov 15, 2019
Anaplan Connect 1.3x
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}
ChrisMullen Community Boss Community Boss
Community Boss / Created Nov 15, 2019
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Anaplan Administration
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}
ChrisMullen Community Boss Community Boss
Community Boss / Created Nov 15, 2019
Agile and Anaplan
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}
ChrisMullen Community Boss Community Boss
Community Boss / Created Nov 15, 2019
Foundations (101)
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}
ChrisMullen Community Boss Community Boss
Community Boss / Created Nov 15, 2019
Level 2 Model Building
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}
ChrisMullen Community Boss Community Boss
Community Boss / Created Nov 15, 2019
Level 1 Model Building
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}
ChrisMullen Community Boss Community Boss
Community Boss / Created Nov 15, 2019
FAQ around Level 2 Model Building
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}
Stan Community Manager
Community Manager / Created Sep 4, 2019
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Sort Options
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}
lindascott <b>Super</b> Contributor
Super Contributor / Created May 6, 2019
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Quick Filters
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}
lindascott <b>Super</b> Contributor
Super Contributor / Created May 6, 2019
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Instructions for the Anaplan Academy Learning Center
Follow the instructions below or click the link at right to down these instructions.                     
Courtney}
Courtney
Valued Contributor / Created Apr 30, 2019
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Setting the Top Level as Default Page Selector
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}
lindascott <b>Super</b> Contributor
Super Contributor / Created Apr 13, 2019
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Working with Anaplan’s New User Experience
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}
lindascott <b>Super</b> Contributor
Super Contributor / Created Dec 3, 2018
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Building a Center of Excellence
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}
Bob-Bachynsky <b>Super</b> Contributor
Super Contributor / Created Aug 29, 2018
Optimizer Overview
Optimizer Overview
Overview The Anaplan Optimizer aids business planning and decision making by solving complex problems involving millions of combinations quickly to provide a feasible solution. Optimization provides ...
obaid_ghani}
obaid_ghani Expert Expert
Expert / Created Jun 18, 2018
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Learn the Building Blocks of Anaplan
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}
ChrisMullen Community Boss Community Boss
Community Boss / Created May 3, 2018
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Introduction to Time Ranges
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}
AaronW Community Manager
Community Manager / Created Mar 12, 2018
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How to use the SUM function
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}
ChrisMullen Community Boss Community Boss
Community Boss / Created Feb 7, 2018
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Anaplan Certified Trainer Course for Level 1 Model Building
We’ve been in the process of revamping our Anaplan Learning Journey, which can only mean one thing - new classes!   The Instructor-led/Virtual instructor-led version of the Level 1 Model Buildin...
emilydunn}
emilydunn Community Manager
Community Manager / Created Feb 6, 2018
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Eliminating Sparsity
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}
emilydunn Community Manager
Community Manager / Created Jan 23, 2018
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Reducing Model Size – Introduction to Sparsity
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}
emilydunn Community Manager
Community Manager / Created Jan 23, 2018
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Automating User Access
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}
emilydunn Community Manager
Community Manager / Created Jan 19, 2018
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Selective Access
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}
emilydunn Community Manager
Community Manager / Created Jan 19, 2018
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User Access & Roles Overview
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}
emilydunn Community Manager
Community Manager / Created Jan 19, 2018
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Data Integration
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}
emilydunn Community Manager
Community Manager / Created Jan 19, 2018
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Anaplan Connect
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}
emilydunn Community Manager
Community Manager / Created Jan 19, 2018
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Anaplan Administration
 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}
emilydunn Community Manager
Community Manager / Created Jan 19, 2018
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HyperConnect / Informatica Cloud (Training Course)
    Course Objectives Where to find more resources about Informatica An overview of HyperConnect Demonstration of how to install the secure agent  Demonstration of how to setup connec...
Bob-Bachynsky}
Bob-Bachynsky <b>Super</b> Contributor
Super Contributor / Created Dec 20, 2017
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DocuSign Integration
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}
pam_pervenanze Frequent Contributor
Frequent Contributor / Created Dec 20, 2017
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Anaplan Certification FAQs
How much do your courses cost? On-demand: All on-demand courses are available as part of your Anaplan subscription and do not require an additional cost.   On-site: On-site training offered at o...
Courtney}
Courtney
Valued Contributor / Created Oct 17, 2017
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Anaplan Course Catalog
  Foundations (101) Audience: End Users   Summary: This course is aimed at end users and not model builders.  While this is not intended to be a deep-dive into building models an...
Courtney}
Courtney
Valued Contributor / Created Oct 17, 2017
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Certification Learning Path
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}
Courtney
Valued Contributor / Created Sep 21, 2017
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Starting Your Anaplan Training
Learn how to get set up in learning center and prepared to start training 
elizabeth_schaf}
elizabeth_schaf Valued Contributor
Valued Contributor / Created Sep 7, 2017
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Data Related Training Classes
  Overview This set of classes address how data is used and managed within an Anaplan model:   Anaplan Connect (301) Anaplan Connect enables the Anaplan administrator to automate Anaplan im...
Bob-Bachynsky}
Bob-Bachynsky <b>Super</b> Contributor
Super Contributor / Created Jul 18, 2017
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Improving Model Performance Training Courses
  This set of training classes includes information on improving model performance by understanding and eliminating sparsity. Classes include:   Introduction to Sparsity (309) Unnecessary m...
Bob-Bachynsky}
Bob-Bachynsky <b>Super</b> Contributor
Super Contributor / Created Jul 18, 2017
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Security and User Permission Trainings
   This set of training classes includes information on User Roles and Selective Access. Classes include:   User Roles Overview (306) Understanding how to setup user roles and selectiv...
Bob-Bachynsky}
Bob-Bachynsky <b>Super</b> Contributor
Super Contributor / Created Jul 17, 2017
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Application Lifecycle Management (ALM) (313)
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}
Bob-Bachynsky <b>Super</b> Contributor
Super Contributor / Created May 5, 2017
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Hub Model Hierarchy Management (305)
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}
Bob-Bachynsky <b>Super</b> Contributor
Super Contributor / Created Apr 28, 2017
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301 Anaplan Connect
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}
Bob-Bachynsky <b>Super</b> Contributor
Super Contributor / Created Apr 27, 2017
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Schemas (351)
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}
Bob-Bachynsky <b>Super</b> Contributor
Super Contributor / Created Apr 21, 2017
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Dashboard Design (350)
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}
Bob-Bachynsky <b>Super</b> Contributor
Super Contributor / Created Apr 19, 2017
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Effective Dating (311)
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}
Bob-Bachynsky <b>Super</b> Contributor
Super Contributor / Created Mar 16, 2017
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Agile Training
Overview Anaplan has several training courses available to bring you up to speed with how the agile process works with an implementation. (Click on the titles to launch)  Agile and Anaplan (140)...
Bob-Bachynsky}
Bob-Bachynsky <b>Super</b> Contributor
Super Contributor / Created Mar 16, 2017
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Anaplan Foundations (101)
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}
Bob-Bachynsky <b>Super</b> Contributor
Super Contributor / Created Mar 16, 2017
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Anaplan Connect
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}
KayneSchwarz Community Manager
Community Manager / Created Mar 13, 2017
Keeping Current on Your Current Certified Model Builder Requirements
Keeping Current on Your Current Certified Model Builder Requirements
Maintaining up to date certifications is a key component of any world-class certification program, and it is especially true for a dynamic and innovative company such as Anaplan! A crucial part of An...
ChrisMullen}
ChrisMullen Community Boss Community Boss
Community Boss / Created Sep 8, 2020
Anaplan Connect Guidelines
Anaplan Connect Guidelines
Summary: This lesson covers some general guidelines for using and scripting in Anaplan Connect. Audience: Advanced Model Builders, Data Integration Specialists, Solution Architects   T...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 26, 2020
Anaplan Connect - Data from a JDBC Database
Anaplan Connect - Data from a JDBC Database
Summary: The goal of this lesson is to lead you through an activity to bring data into Anaplan using Java Database Connectivity (JDBC). Audience: Advanced Model Builders, Data Integration S...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 26, 2020
Anaplan Connect - Data from a Flat File
Anaplan Connect - Data from a Flat File
Summary: This lesson focuses on creating a script that allows you to do multiple imports from a flat file. Audience: Advanced Model Builders, Data Integration Specialists, Solution Architec...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 26, 2020
Introduction to Anaplan Connect
Introduction to Anaplan Connect
Summary: The goal of this lesson is to provide you with a working knowledge of Anaplan Connect and get you setup with the application. Audience: Advanced Model Builders, Data Integration Sp...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 26, 2020
Using the Administration Console
Using the Administration Console
Summary: In this lesson you’ll learn why it is important for at least one user to be assigned the Tenant Admin role. You’ll also learn how a Tenant Administrator can use the Anaplan Administrati...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 26, 2020
Manipulating Data with Line Item Subsets
Manipulating Data with Line Item Subsets
Summary: Line item subsets are one of the most powerful features in Anaplan. In this lesson, you will learn two techniques that utilize subsets to manipulate data. Audience: Advanced Model ...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 26, 2020
Managing ALM Issues
Managing ALM Issues
Summary: As you work with Application Lifecycle Management (ALM), issues will arise occasionally that require a bit of thinking through. This lesson includes a few of the common issues and the b...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 26, 2020
Getting Existing Models Ready for ALM
Getting Existing Models Ready for ALM
Summary: This lesson reviews the procedures and preparation for implementing Application Lifecycle Management (ALM) functionality with existing models. Audience: Advanced Model Builders, So...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 26, 2020
ALM: Revision Tags
ALM: Revision Tags
Summary: Changes to the structural data in a development model are captured using revision tags. This lesson focuses on revision tags, what they are, how they are used, and best practices. Audie...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 26, 2020
ALM: Production Data
ALM: Production Data
Summary: One of the most important aspects of Application Lifecycle Management (ALM) is determining what data in the model is labeled production data. Production data is operational data that ch...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 26, 2020
ALM: High-Level Architecture and Organizational Readiness
ALM: High-Level Architecture and Organizational Readiness
Summary: Application Lifecycle Management (ALM) is more than just the Anaplan functionality. It includes creating an organizational structure for Application Lifecycle Management and a change co...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 26, 2020
Basics of Application Lifecycle Management (ALM)
Basics of Application Lifecycle Management (ALM)
Summary: Application Lifecycle Management, or ALM, is the combined coordination of software development lifecycle activities, which include gathering requirements, designing, building, and testi...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 26, 2020
Drill Down and Drill to Transaction
Drill Down and Drill to Transaction
Summary: When you are on an Anaplan UX page/classic dashboard,  or in a module, there are two options for viewing the underlying data. You can Drill Down or Drill to Transaction. Drill Down...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 25, 2020
Delta Data Loads
Delta Data Loads
Summary: Delta data is a data set that consists of new or changed data. There are times when you want to bring delta data into an existing model instead of a data load, which incorporates the fu...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 25, 2020
Anaplan Modeling for Enterprise Scale
Anaplan Modeling for Enterprise Scale
Summary: Designing and implementing a network of connected models is an important strategy for ensuring optimal Anaplan performance at enterprise scale. In this lesson, you’ll learn practical ap...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 25, 2020
What is Snapshotting?
What is Snapshotting?
Summary: Snapshotting is a great way to do what-if analysis or efficiently store final version results or plan scenarios within an Anaplan model. In this lesson, you’ll learn how to harness the ...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 25, 2020
Methods of Snapshotting
Methods of Snapshotting
Summary: Snapshotting addresses an end user’s need to reference model results in the future. In this short lesson, you’ll learn about several methods for snapshotting that you can consider. Audi...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 25, 2020
Do You Need a Snapshot?
Do You Need a Snapshot?
Summary: In this quick lesson, you’ll learn how to determine if snapshotting is an appropriate modeling solution for the situation. Audience: Advanced Model Builders, Solution Architects Le...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 25, 2020
Custom Time - Avoid Republishing Charts
Custom Time - Avoid Republishing Charts
Summary: This lesson demonstrates a method of using a custom timescale for charts that will automatically update without having to republish when the timescale changes. This reduces the administ...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 25, 2020
Custom Time - Rolling Weeks
Custom Time - Rolling Weeks
Summary: A rolling forecast is a tool that allows organizations to continuously plan over a set time horizon. Many companies must plan in shorter increments, and on a weekly rather than monthly ...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 25, 2020
Custom Time - Setting Up for a 4-4-5 Timescale
Custom Time - Setting Up for a 4-4-5 Timescale
Summary: If you set up your model correctly, you can include automated processes that make it easy to keep your custom time scale current. In this lesson, you will learn techniques and model set...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 25, 2020
Custom Time - Using Custom Timescales
Custom Time - Using Custom Timescales
Summary: Anaplan has built-in functionality that work with the native calendar. But there are situations when the native calendar does not match the needs of the organization. This lesson provid...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 25, 2020
Anaplan Extensions: Excel Add-in Remap a Connection
Anaplan Extensions: Excel Add-in Remap a Connection
Bob-Bachynsky}
Bob-Bachynsky <b>Super</b> Contributor
Super Contributor / Created Aug 20, 2020
Anaplan Extensions: Excel Add-in Information Section
Anaplan Extensions: Excel Add-in Information Section
Bob-Bachynsky}
Bob-Bachynsky <b>Super</b> Contributor
Super Contributor / Created Aug 20, 2020
Anaplan Extensions: Excel Add-in Upgrade and Convert
Anaplan Extensions: Excel Add-in Upgrade and Convert
Bob-Bachynsky}
Bob-Bachynsky <b>Super</b> Contributor
Super Contributor / Created Aug 20, 2020
Anaplan Extensions: Excel Add-in Terminology
Anaplan Extensions: Excel Add-in Terminology
Bob-Bachynsky}
Bob-Bachynsky <b>Super</b> Contributor
Super Contributor / Created Aug 19, 2020
Anaplan Extensions: Security
Anaplan Extensions: Security
Bob-Bachynsky}
Bob-Bachynsky <b>Super</b> Contributor
Super Contributor / Created Aug 19, 2020
Anaplan Extensions: Excel Add-in Installation & Sign-in
Anaplan Extensions: Excel Add-in Installation & Sign-in
Bob-Bachynsky}
Bob-Bachynsky <b>Super</b> Contributor
Super Contributor / Created Aug 19, 2020
Using Standard Filters on a Classic Dashboard
Using Standard Filters on a Classic Dashboard
Summary: This lesson demonstrates how to use standard filters to limit the data shown on a classic dashboard. Audience: Model Builders Lesson Duration: 12 minutes This micro lesson is inclu...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 6, 2020
Sorting on a Classic Dashboard
Sorting on a Classic Dashboard
Summary: This lesson reviews the options for sorting data on a classic dashboard.  Audience: Model Builders Lesson Duration: 3 minutes This micro lesson is included in Level 1 Mod...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 6, 2020
Conditional Formatting on a Classic Dashboard
Conditional Formatting on a Classic Dashboard
Summary: In this lesson you will learn more about conditional formatting that enables you to color-code a cell, based on the values in its line item or another line item. You can add conditional form...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 6, 2020
Dynamic Charts on User Experience (UX) Pages
Dynamic Charts on User Experience (UX) Pages
Summary: Charts can be created and displayed on User Experience (UX) pages to help users visualize data. Charts are dynamic, meaning that the charts update as data from the underlying model chan...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 6, 2020
Designing for Usability
Designing for Usability
Summary: Usability for end users is critical. If the UX page doesn’t reflect the process that end users use or is difficult to use, user adoption is at risk, which could lead to project failure....
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 6, 2020
New Anaplan Solution Architect Certification
New Anaplan Solution Architect Certification
Anaplan Academy is proud to announce the availability of the Anaplan Solution Architect Certification. This certification recognizes candidates who have extensive and proven knowledge of how to build...
ChrisMullen}
ChrisMullen Community Boss Community Boss
Community Boss / Created Jul 30, 2020
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Anaplan Certified Solution Architect FAQ
Why has Anaplan updated the Anaplan Solution Architect certification? Anaplan has completely redesigned the Anaplan Platform Certification Path to include the latest best practices and design standar...
ChrisMullen}
ChrisMullen Community Boss Community Boss
Community Boss / Created Jul 30, 2020
Solution Architect Certification Eligibility
Solution Architect Certification Eligibility
Solution Architect Certification Eligibility An Anaplan Certified Solution Architect is an individual who has shown technical competence at the required level via successful completion of all courses...
ChrisMullen}
ChrisMullen Community Boss Community Boss
Community Boss / Created Jul 30, 2020
Certificate Authentication Process
Certificate Authentication Process
This 5:08 video walks through the Certificate Authentication process as described on Anapedia. More information about the Java keytool discribed in this video can be found here.
Bob-Bachynsky}
Bob-Bachynsky <b>Super</b> Contributor
Super Contributor / Created Jun 23, 2020
Optimizer: Dynamic Time Setup
Optimizer: Dynamic Time Setup
This video will demonstrate how to setup a dynamic time list for use with the Optimizer.
mark_godfrey}
mark_godfrey <b>Super</b> Contributor
Super Contributor / Created Jun 22, 2020
Optimizer: Exercise Walkthrough
Optimizer: Exercise Walkthrough
This video is a walkthrough of an Optimizer exercise.
mark_godfrey}
mark_godfrey <b>Super</b> Contributor
Super Contributor / Created Jun 22, 2020
Optimizer: Use Case Examples
Optimizer: Use Case Examples
This video contains use case examples using the Optimizer.
mark_godfrey}
mark_godfrey <b>Super</b> Contributor
Super Contributor / Created Jun 22, 2020
The Anaplan Way On Demand
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}
jordonsr Contributor
Contributor / Created May 19, 2020
New UX: App Contents for Page Builders
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 18, 2020
New UX: Page Design Best Practices
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Create a Form
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Configure Worksheet Actions
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Add a Card on a Worksheet
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Add Quick Links
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Add Primary Grid to a Worksheet
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Worksheet Designer Overview
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Convert My Page to an App Page
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Add Actions to a Card
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Restrict Page Access
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Delete a Card in Template Library
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Edit a Card in the Template Library
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Add a Card to Template Library
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Use a Card from Template Library
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Card Template Library
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Delete a Card
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Board Layout
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Set up a Hierarchy Sync Across Grids
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Select Data Source for a Card
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Board Designer Overview
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Adjust Context Selector Options
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Create a Custom Data View
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Create a Saved Model View
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Configure an Action Card
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Configure a Field Card
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Configure an Image Card
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Configure a KPI Card
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Configure a Chart Card
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Configure a Grid Card
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Configure a Text Card
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Add a Card to a Board
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
Anaplan Academy: Micro-Lessons Available for New UX
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}
ChrisMullen Community Boss Community Boss
Community Boss / Created May 5, 2020
Complete Training for Model Builders from Anaplan Academy
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}
jordonsr Contributor
Contributor / Created Apr 30, 2020
Certified Model Builder Certificate
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}
ashley.gilbert Frequent Contributor
Frequent Contributor / Created Mar 24, 2020
New UX: Change Model for Multiple App Pages
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 22, 2020
New UX: Change Model for a Single Page
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 22, 2020
New UX: Move a Page
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 22, 2020
New UX: Create a Page
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 22, 2020
New UX: Show Models for an App
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 22, 2020
New UX: Create a Category
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 22, 2020
New UX: Manage My Pages
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 22, 2020
New UX: Duplicate an App
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 22, 2020
New UX: Delete an App
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 22, 2020
New UX: Create an App
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 22, 2020
New UX: My Pages Overview
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 22, 2020
New UX: Using the Worksheet Toolbar
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 22, 2020
New UX: Adjust the Height of a Secondary View
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 22, 2020
New UX: Using the Insights Panel
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 22, 2020
New UX: Share an App Page
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 22, 2020
New UX: Use a Form to Add to a List
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 22, 2020
New UX: Launch a Model Action
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 22, 2020
New UX: Save a Copy to My Pages
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 22, 2020
New UX: Enter or Edit Data
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 21, 2020
New UX: Synchronize Data on a Board
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 21, 2020
New UX: Using Context Selectors
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 21, 2020
New UX: Display Data Points on a Chart
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 21, 2020
New UX: Open a Linked Page
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 21, 2020
New UX: Page Features
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 21, 2020
New UX: Worksheet Overview
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 21, 2020
New UX: Board Overview
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 21, 2020
New UX: Open a Page
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 21, 2020
New UX: App Contents Overview
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 21, 2020
New UX: Open an App
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 21, 2020
New UX: Logging In
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 21, 2020
New UX: Model Roles & Security
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 21, 2020
New UX: User Roles
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 21, 2020
New UX: Page Types
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 21, 2020
New UX: Terminology
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 21, 2020
New UX: Introduction
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 21, 2020
Using Manage Models
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Roles and Selective Access
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Selective Access
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Adding a Role
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Workspace Administrator Role
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Adding Users
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Functional Areas
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Standard Filters in a Module
Standard Filters in a Module
Summary: This lesson demonstrates how to use standard filters to limit the data shown in a module. Audience: Model Builders Lesson Duration: 12 minutes This micro lesson is included in Leve...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Quick Filters and Dashboard Design
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Using Quick Filters
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Sorting in a Module
Sorting in a Module
Summary: This lesson describes the options available for sorting data in a module. Audience: Model Builders Lesson Duration: 4 minutes This micro lesson is included in Level 1 Mod...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Synchronizing Dashboards
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Conditional Formatting in a Module
Conditional Formatting in a Module
Summary: This lesson reviews conditional formatting that enables you to color-code a cell, based on the values in its line item or another line item. Audience: Model Builders Lesson Duratio...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Publish a Chart to a Dashboard
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Copying Down and Across
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Publish a Module to a Dashboard
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Create a New Dashboard
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Introduction to User Experience
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Accessing Help and Anapedia Resources
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Designing Models for the User Experience
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
PLANS: This is How We Model
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Create a New Model
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Model Builder Navigation
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
How Anaplan is Used for Connected Planning
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Log in and Search
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Using Model History
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Customizing Views
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Style Settings
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Understanding Model Size
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Formula and Function Resources
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Copying a Module
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Avoiding Hard Coding
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
The SUM Function
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
The LOOKUP Function
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Creating System Modules
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Time Functions
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Build a Time Systems Module
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Summary Settings
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Best Practices for Formulas with References
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Add a Formula to a Line Item
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Import Data to a Module
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Source to Target Mapping for Import to a Module
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Saved Views for Model Builders
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Using Pivot
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Add or Remove Dimensions in an Existing Module
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Format Settings
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Blueprint View Settings
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Toggle Between Grid View and Blueprint View
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Source to Target Mapping in Formulas
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 17, 2020
Adding a Module
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 17, 2020
Thinking Through Module Creation
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 17, 2020
Best Practices for Naming Modules
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 17, 2020
Using DISCO for Module Planning
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 17, 2020
Model Map Overview
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 17, 2020
Create a Numbered List
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 17, 2020
Create a List Subset
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 17, 2020
Naming Conventions for List Subsets
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 17, 2020
What is a List Subset?
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 17, 2020
Manually Import Data to a List
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 17, 2020
Naming Conventions for Hierarchical Lists
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 17, 2020
Manually Create a Hierarchical List
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 17, 2020
Manually Adding and Organizing Lists
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 17, 2020
Understanding Top Level
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 17, 2020
Introduction to List Codes
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 16, 2020
Introduction to Numbered Lists
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 16, 2020
Composite or Hierarchical Lists
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 16, 2020
Version Settings
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 16, 2020
Time Settings Scenarios
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 16, 2020
Time Settings
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 16, 2020
Authentication Options
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 15, 2020
Choosing a Data Integration Option
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 15, 2020
Data Integration Options
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 15, 2020
The Anaplan Integration API
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 15, 2020
Data Integration Overview and Process
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 15, 2020
Dynamic Cell Access with the Users List
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 15, 2020
Filtering During Assign Actions
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 15, 2020
Leveraging Time in a Model
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 15, 2020
String Concatenation
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 15, 2020
Working with Ranges, Tiers, or Bands
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 15, 2020
Aggregation Functions Other than SUM
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 15, 2020
End User Filtering with Published Line Items
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 15, 2020
Native Version and Custom Version Lists
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 15, 2020
User Filters
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 15, 2020
Dependent Dropdowns
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 15, 2020
Uses of the User List
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 15, 2020
Clearing Module Data
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 15, 2020
Compound Functions: SUM, LOOKUP, SELECT
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 15, 2020
Handling Exceptions
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 15, 2020
Level 3 Model Building
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}
ashley.gilbert Frequent Contributor
Frequent Contributor / Created Feb 27, 2020
Solution Architect Certification Eligibility
Solution Architect Certification Eligibility
Solution Architect Certification Eligibility An Anaplan Certified Solution Architect is an individual who has shown technical competence at the required level via successful completion of all courses...
ChrisMullen}
ChrisMullen Community Boss Community Boss
Community Boss / Created Jul 30, 2020
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Introduction to Time Ranges
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}
AaronW Community Manager
Community Manager / Created Mar 12, 2018
New Anaplan Solution Architect Certification
New Anaplan Solution Architect Certification
Anaplan Academy is proud to announce the availability of the Anaplan Solution Architect Certification. This certification recognizes candidates who have extensive and proven knowledge of how to build...
ChrisMullen}
ChrisMullen Community Boss Community Boss
Community Boss / Created Jul 30, 2020
The Anaplan Way On Demand
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}
jordonsr Contributor
Contributor / Created May 19, 2020
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Anaplan Certified Solution Architect FAQ
Why has Anaplan updated the Anaplan Solution Architect certification? Anaplan has completely redesigned the Anaplan Platform Certification Path to include the latest best practices and design standar...
ChrisMullen}
ChrisMullen Community Boss Community Boss
Community Boss / Created Jul 30, 2020
Complete Training for Model Builders from Anaplan Academy
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}
jordonsr Contributor
Contributor / Created Apr 30, 2020
Keeping Current on Your Current Certified Model Builder Requirements
Keeping Current on Your Current Certified Model Builder Requirements
Maintaining up to date certifications is a key component of any world-class certification program, and it is especially true for a dynamic and innovative company such as Anaplan! A crucial part of An...
ChrisMullen}
ChrisMullen Community Boss Community Boss
Community Boss / Created Sep 8, 2020
Anaplan Academy: Micro-Lessons Available for New UX
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}
ChrisMullen Community Boss Community Boss
Community Boss / Created May 5, 2020
Optimizer Overview
Optimizer Overview
Overview The Anaplan Optimizer aids business planning and decision making by solving complex problems involving millions of combinations quickly to provide a feasible solution. Optimization provides ...
obaid_ghani}
obaid_ghani Expert Expert
Expert / Created Jun 18, 2018
Certificate Authentication Process
Certificate Authentication Process
This 5:08 video walks through the Certificate Authentication process as described on Anapedia. More information about the Java keytool discribed in this video can be found here.
Bob-Bachynsky}
Bob-Bachynsky <b>Super</b> Contributor
Super Contributor / Created Jun 23, 2020
New UX: Create a Form
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
Certified Model Builder Certificate
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}
ashley.gilbert Frequent Contributor
Frequent Contributor / Created Mar 24, 2020
Using ISFIRSTOCCURRENCE with Transactional Data
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 15, 2020
Designing for Usability
Designing for Usability
Summary: Usability for end users is critical. If the UX page doesn’t reflect the process that end users use or is difficult to use, user adoption is at risk, which could lead to project failure....
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 6, 2020
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Certification Learning Path
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}
Courtney
Valued Contributor / Created Sep 21, 2017
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Application Lifecycle Management (ALM) (313)
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}
Bob-Bachynsky <b>Super</b> Contributor
Super Contributor / Created May 5, 2017
Hierarchy Design and Combination Lists
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Feb 28, 2020
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Anaplan Certified Trainer Course for Level 1 Model Building
We’ve been in the process of revamping our Anaplan Learning Journey, which can only mean one thing - new classes!   The Instructor-led/Virtual instructor-led version of the Level 1 Model Buildin...
emilydunn}
emilydunn Community Manager
Community Manager / Created Feb 6, 2018
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HyperConnect / Informatica Cloud (Training Course)
    Course Objectives Where to find more resources about Informatica An overview of HyperConnect Demonstration of how to install the secure agent  Demonstration of how to setup connec...
Bob-Bachynsky}
Bob-Bachynsky <b>Super</b> Contributor
Super Contributor / Created Dec 20, 2017
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Starting Your Anaplan Training
Learn how to get set up in learning center and prepared to start training 
elizabeth_schaf}
elizabeth_schaf Valued Contributor
Valued Contributor / Created Sep 7, 2017
New UX: Page Types
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 21, 2020
Creating System Modules
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Currency Conversion Using a Line Item Subset
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 14, 2020
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Instructions for the Anaplan Academy Learning Center
Follow the instructions below or click the link at right to down these instructions.                     
Courtney}
Courtney
Valued Contributor / Created Apr 30, 2019
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Building a Center of Excellence
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}
Bob-Bachynsky <b>Super</b> Contributor
Super Contributor / Created Aug 29, 2018
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Schemas (351)
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}
Bob-Bachynsky <b>Super</b> Contributor
Super Contributor / Created Apr 21, 2017
Optimizer: Dynamic Time Setup
Optimizer: Dynamic Time Setup
This video will demonstrate how to setup a dynamic time list for use with the Optimizer.
mark_godfrey}
mark_godfrey <b>Super</b> Contributor
Super Contributor / Created Jun 22, 2020
New UX: Convert My Page to an App Page
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Use a Form to Add to a List
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 22, 2020
New UX: Save a Copy to My Pages
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 22, 2020
New UX: App Contents Overview
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 21, 2020
New UX: Logging In
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 21, 2020
New UX: Terminology
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 21, 2020
New UX: Introduction
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 21, 2020
Create a New Dashboard
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Introduction to User Experience
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Model Builder Navigation
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Using DISCO for Module Planning
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 17, 2020
Introduction to Numbered Lists
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 16, 2020
Data Integration Options
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 15, 2020
Dynamic Cell Access with the Users List
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 15, 2020
Filtering During Assign Actions
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 15, 2020
Working with Ranges, Tiers, or Bands
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 15, 2020
User Filters
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 15, 2020
What is ALM?
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 15, 2020
Numbered List Actions
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 15, 2020
Subsidiary Views
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 14, 2020
Using SELECT
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 14, 2020
Anaplan Connect 1.3x
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}
ChrisMullen Community Boss Community Boss
Community Boss / Created Nov 15, 2019
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Setting the Top Level as Default Page Selector
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}
lindascott <b>Super</b> Contributor
Super Contributor / Created Apr 13, 2019
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Working with Anaplan’s New User Experience
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}
lindascott <b>Super</b> Contributor
Super Contributor / Created Dec 3, 2018
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Anaplan Connect
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}
emilydunn Community Manager
Community Manager / Created Jan 19, 2018
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Effective Dating (311)
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}
Bob-Bachynsky <b>Super</b> Contributor
Super Contributor / Created Mar 16, 2017
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Agile Training
Overview Anaplan has several training courses available to bring you up to speed with how the agile process works with an implementation. (Click on the titles to launch)  Agile and Anaplan (140)...
Bob-Bachynsky}
Bob-Bachynsky <b>Super</b> Contributor
Super Contributor / Created Mar 16, 2017
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Data Related Training Classes
  Overview This set of classes address how data is used and managed within an Anaplan model:   Anaplan Connect (301) Anaplan Connect enables the Anaplan administrator to automate Anaplan im...
Bob-Bachynsky}
Bob-Bachynsky <b>Super</b> Contributor
Super Contributor / Created Jul 18, 2017
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Anaplan Connect
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}
KayneSchwarz Community Manager
Community Manager / Created Mar 13, 2017
Anaplan Connect Guidelines
Anaplan Connect Guidelines
Summary: This lesson covers some general guidelines for using and scripting in Anaplan Connect. Audience: Advanced Model Builders, Data Integration Specialists, Solution Architects   T...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 26, 2020
Anaplan Connect - Data from a JDBC Database
Anaplan Connect - Data from a JDBC Database
Summary: The goal of this lesson is to lead you through an activity to bring data into Anaplan using Java Database Connectivity (JDBC). Audience: Advanced Model Builders, Data Integration S...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 26, 2020
Anaplan Connect - Data from a Flat File
Anaplan Connect - Data from a Flat File
Summary: This lesson focuses on creating a script that allows you to do multiple imports from a flat file. Audience: Advanced Model Builders, Data Integration Specialists, Solution Architec...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 26, 2020
Introduction to Anaplan Connect
Introduction to Anaplan Connect
Summary: The goal of this lesson is to provide you with a working knowledge of Anaplan Connect and get you setup with the application. Audience: Advanced Model Builders, Data Integration Sp...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 26, 2020
Using the Administration Console
Using the Administration Console
Summary: In this lesson you’ll learn why it is important for at least one user to be assigned the Tenant Admin role. You’ll also learn how a Tenant Administrator can use the Anaplan Administrati...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 26, 2020
Manipulating Data with Line Item Subsets
Manipulating Data with Line Item Subsets
Summary: Line item subsets are one of the most powerful features in Anaplan. In this lesson, you will learn two techniques that utilize subsets to manipulate data. Audience: Advanced Model ...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 26, 2020
Managing ALM Issues
Managing ALM Issues
Summary: As you work with Application Lifecycle Management (ALM), issues will arise occasionally that require a bit of thinking through. This lesson includes a few of the common issues and the b...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 26, 2020
Getting Existing Models Ready for ALM
Getting Existing Models Ready for ALM
Summary: This lesson reviews the procedures and preparation for implementing Application Lifecycle Management (ALM) functionality with existing models. Audience: Advanced Model Builders, So...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 26, 2020
ALM: Revision Tags
ALM: Revision Tags
Summary: Changes to the structural data in a development model are captured using revision tags. This lesson focuses on revision tags, what they are, how they are used, and best practices. Audie...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 26, 2020
ALM: Production Data
ALM: Production Data
Summary: One of the most important aspects of Application Lifecycle Management (ALM) is determining what data in the model is labeled production data. Production data is operational data that ch...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 26, 2020
ALM: High-Level Architecture and Organizational Readiness
ALM: High-Level Architecture and Organizational Readiness
Summary: Application Lifecycle Management (ALM) is more than just the Anaplan functionality. It includes creating an organizational structure for Application Lifecycle Management and a change co...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 26, 2020
Basics of Application Lifecycle Management (ALM)
Basics of Application Lifecycle Management (ALM)
Summary: Application Lifecycle Management, or ALM, is the combined coordination of software development lifecycle activities, which include gathering requirements, designing, building, and testi...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 26, 2020
Drill Down and Drill to Transaction
Drill Down and Drill to Transaction
Summary: When you are on an Anaplan UX page/classic dashboard,  or in a module, there are two options for viewing the underlying data. You can Drill Down or Drill to Transaction. Drill Down...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 25, 2020
Delta Data Loads
Delta Data Loads
Summary: Delta data is a data set that consists of new or changed data. There are times when you want to bring delta data into an existing model instead of a data load, which incorporates the fu...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 25, 2020
Anaplan Modeling for Enterprise Scale
Anaplan Modeling for Enterprise Scale
Summary: Designing and implementing a network of connected models is an important strategy for ensuring optimal Anaplan performance at enterprise scale. In this lesson, you’ll learn practical ap...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 25, 2020
What is Snapshotting?
What is Snapshotting?
Summary: Snapshotting is a great way to do what-if analysis or efficiently store final version results or plan scenarios within an Anaplan model. In this lesson, you’ll learn how to harness the ...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 25, 2020
Methods of Snapshotting
Methods of Snapshotting
Summary: Snapshotting addresses an end user’s need to reference model results in the future. In this short lesson, you’ll learn about several methods for snapshotting that you can consider. Audi...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 25, 2020
Do You Need a Snapshot?
Do You Need a Snapshot?
Summary: In this quick lesson, you’ll learn how to determine if snapshotting is an appropriate modeling solution for the situation. Audience: Advanced Model Builders, Solution Architects Le...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 25, 2020
Custom Time - Avoid Republishing Charts
Custom Time - Avoid Republishing Charts
Summary: This lesson demonstrates a method of using a custom timescale for charts that will automatically update without having to republish when the timescale changes. This reduces the administ...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 25, 2020
Custom Time - Rolling Weeks
Custom Time - Rolling Weeks
Summary: A rolling forecast is a tool that allows organizations to continuously plan over a set time horizon. Many companies must plan in shorter increments, and on a weekly rather than monthly ...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 25, 2020
Custom Time - Setting Up for a 4-4-5 Timescale
Custom Time - Setting Up for a 4-4-5 Timescale
Summary: If you set up your model correctly, you can include automated processes that make it easy to keep your custom time scale current. In this lesson, you will learn techniques and model set...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 25, 2020
Custom Time - Using Custom Timescales
Custom Time - Using Custom Timescales
Summary: Anaplan has built-in functionality that work with the native calendar. But there are situations when the native calendar does not match the needs of the organization. This lesson provid...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 25, 2020
Anaplan Extensions: Excel Add-in Remap a Connection
Anaplan Extensions: Excel Add-in Remap a Connection
Bob-Bachynsky}
Bob-Bachynsky <b>Super</b> Contributor
Super Contributor / Created Aug 20, 2020
Anaplan Extensions: Excel Add-in Information Section
Anaplan Extensions: Excel Add-in Information Section
Bob-Bachynsky}
Bob-Bachynsky <b>Super</b> Contributor
Super Contributor / Created Aug 20, 2020
Anaplan Extensions: Excel Add-in Upgrade and Convert
Anaplan Extensions: Excel Add-in Upgrade and Convert
Bob-Bachynsky}
Bob-Bachynsky <b>Super</b> Contributor
Super Contributor / Created Aug 20, 2020
Anaplan Extensions: Excel Add-in Terminology
Anaplan Extensions: Excel Add-in Terminology
Bob-Bachynsky}
Bob-Bachynsky <b>Super</b> Contributor
Super Contributor / Created Aug 19, 2020
Anaplan Extensions: Security
Anaplan Extensions: Security
Bob-Bachynsky}
Bob-Bachynsky <b>Super</b> Contributor
Super Contributor / Created Aug 19, 2020
Anaplan Extensions: Excel Add-in Installation & Sign-in
Anaplan Extensions: Excel Add-in Installation & Sign-in
Bob-Bachynsky}
Bob-Bachynsky <b>Super</b> Contributor
Super Contributor / Created Aug 19, 2020
Using Standard Filters on a Classic Dashboard
Using Standard Filters on a Classic Dashboard
Summary: This lesson demonstrates how to use standard filters to limit the data shown on a classic dashboard. Audience: Model Builders Lesson Duration: 12 minutes This micro lesson is inclu...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 6, 2020
Sorting on a Classic Dashboard
Sorting on a Classic Dashboard
Summary: This lesson reviews the options for sorting data on a classic dashboard.  Audience: Model Builders Lesson Duration: 3 minutes This micro lesson is included in Level 1 Mod...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 6, 2020
Conditional Formatting on a Classic Dashboard
Conditional Formatting on a Classic Dashboard
Summary: In this lesson you will learn more about conditional formatting that enables you to color-code a cell, based on the values in its line item or another line item. You can add conditional form...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 6, 2020
Dynamic Charts on User Experience (UX) Pages
Dynamic Charts on User Experience (UX) Pages
Summary: Charts can be created and displayed on User Experience (UX) pages to help users visualize data. Charts are dynamic, meaning that the charts update as data from the underlying model chan...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 6, 2020
Optimizer: Exercise Walkthrough
Optimizer: Exercise Walkthrough
This video is a walkthrough of an Optimizer exercise.
mark_godfrey}
mark_godfrey <b>Super</b> Contributor
Super Contributor / Created Jun 22, 2020
Optimizer: Use Case Examples
Optimizer: Use Case Examples
This video contains use case examples using the Optimizer.
mark_godfrey}
mark_godfrey <b>Super</b> Contributor
Super Contributor / Created Jun 22, 2020
New UX: App Contents for Page Builders
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 18, 2020
New UX: Page Design Best Practices
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Configure Worksheet Actions
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Add a Card on a Worksheet
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Add Quick Links
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Add Primary Grid to a Worksheet
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Worksheet Designer Overview
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Add Actions to a Card
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Restrict Page Access
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Delete a Card in Template Library
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Edit a Card in the Template Library
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Add a Card to Template Library
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Use a Card from Template Library
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Card Template Library
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Delete a Card
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Board Layout
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Set up a Hierarchy Sync Across Grids
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Select Data Source for a Card
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Board Designer Overview
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Adjust Context Selector Options
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Create a Custom Data View
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Create a Saved Model View
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Configure an Action Card
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Configure a Field Card
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Configure an Image Card
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Configure a KPI Card
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Configure a Chart Card
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Configure a Grid Card
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Configure a Text Card
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Add a Card to a Board
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}
L.A.Foster Regular Contributor
Regular Contributor / Created May 17, 2020
New UX: Change Model for Multiple App Pages
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 22, 2020
New UX: Change Model for a Single Page
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 22, 2020
New UX: Move a Page
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 22, 2020
New UX: Create a Page
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 22, 2020
New UX: Show Models for an App
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 22, 2020
New UX: Create a Category
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 22, 2020
New UX: Manage My Pages
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 22, 2020
New UX: Duplicate an App
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 22, 2020
New UX: Delete an App
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 22, 2020
New UX: Create an App
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 22, 2020
New UX: My Pages Overview
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 22, 2020
New UX: Using the Worksheet Toolbar
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 22, 2020
New UX: Adjust the Height of a Secondary View
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 22, 2020
New UX: Using the Insights Panel
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 22, 2020
New UX: Share an App Page
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 22, 2020
New UX: Launch a Model Action
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 22, 2020
New UX: Enter or Edit Data
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 21, 2020
New UX: Synchronize Data on a Board
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 21, 2020
New UX: Using Context Selectors
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 21, 2020
New UX: Display Data Points on a Chart
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 21, 2020
New UX: Open a Linked Page
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 21, 2020
New UX: Page Features
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 21, 2020
New UX: Worksheet Overview
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 21, 2020
New UX: Board Overview
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 21, 2020
New UX: Open a Page
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 21, 2020
New UX: Open an App
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 21, 2020
New UX: Model Roles & Security
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 21, 2020
New UX: User Roles
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 21, 2020
Using Manage Models
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Roles and Selective Access
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Selective Access
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Adding a Role
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Workspace Administrator Role
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Adding Users
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Functional Areas
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Standard Filters in a Module
Standard Filters in a Module
Summary: This lesson demonstrates how to use standard filters to limit the data shown in a module. Audience: Model Builders Lesson Duration: 12 minutes This micro lesson is included in Leve...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Quick Filters and Dashboard Design
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Using Quick Filters
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Sorting in a Module
Sorting in a Module
Summary: This lesson describes the options available for sorting data in a module. Audience: Model Builders Lesson Duration: 4 minutes This micro lesson is included in Level 1 Mod...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Synchronizing Dashboards
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Conditional Formatting in a Module
Conditional Formatting in a Module
Summary: This lesson reviews conditional formatting that enables you to color-code a cell, based on the values in its line item or another line item. Audience: Model Builders Lesson Duratio...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Publish a Chart to a Dashboard
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Copying Down and Across
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Publish a Module to a Dashboard
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Accessing Help and Anapedia Resources
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Designing Models for the User Experience
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
PLANS: This is How We Model
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Create a New Model
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
How Anaplan is Used for Connected Planning
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Log in and Search
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Using Model History
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Customizing Views
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Style Settings
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Understanding Model Size
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Formula and Function Resources
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Copying a Module
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Avoiding Hard Coding
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
The SUM Function
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
The LOOKUP Function
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Time Functions
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Build a Time Systems Module
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Summary Settings
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Best Practices for Formulas with References
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Add a Formula to a Line Item
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Import Data to a Module
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Source to Target Mapping for Import to a Module
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Saved Views for Model Builders
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Using Pivot
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Add or Remove Dimensions in an Existing Module
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Format Settings
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Blueprint View Settings
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Toggle Between Grid View and Blueprint View
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 18, 2020
Source to Target Mapping in Formulas
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 17, 2020
Adding a Module
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 17, 2020
Thinking Through Module Creation
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 17, 2020
Best Practices for Naming Modules
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 17, 2020
Model Map Overview
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 17, 2020
Create a Numbered List
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 17, 2020
Create a List Subset
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}
L.A.Foster Regular Contributor
Regular Contributor / Created Mar 17, 2020
Keeping Current on Your Current Certified Model Builder Requirements
Keeping Current on Your Current Certified Model Builder Requirements
Maintaining up to date certifications is a key component of any world-class certification program, and it is especially true for a dynamic and innovative company such as Anaplan! A crucial part of An...
ChrisMullen}
ChrisMullen Community Boss Community Boss
Community Boss / Created Sep 8, 2020
Anaplan Connect Guidelines
Anaplan Connect Guidelines
Summary: This lesson covers some general guidelines for using and scripting in Anaplan Connect. Audience: Advanced Model Builders, Data Integration Specialists, Solution Architects   T...
L.A.Foster}
L.A.Foster Regular Contributor
Regular Contributor / Created Aug 26, 2020
Anaplan Connect - Data from a JDBC Database
Anaplan Connect - Data from a JDBC Database
Summary: The goal of this lesson is to lead you through an activity to bring data into Anaplan using Java Database Connectivity (JDBC). Audience: Advanced Model Builders, Data Integration S...
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L.A.Foster Regular Contributor
Regular Contributor / Created Aug 26, 2020
Anaplan Connect - Data from a Flat File
Anaplan Connect - Data from a Flat File
Summary: This lesson focuses on creating a script that allows you to do multiple imports from a flat file. Audience: Advanced Model Builders, Data Integration Specialists, Solution Architec...
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L.A.Foster Regular Contributor
Regular Contributor / Create