Learning Anaplan Foundations

Your Starting Point

When you are first starting to learn Anaplan, you will need to know the basic terminology. Most learn this in our online Anaplan Essentials course, or through other online resources. To help get you started, we've compiled the basic words everyone needs to know to help set your foundation with Anaplan. Keep these words in mind as you will hear them throughout your journey with Anaplan.

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Modeling

Anaplan provides many functions and resources to enable you to quickly build models and start manipulating data.

To dive into Modeling, explore the Modeling and Model Building Anapedia articles for more details.

Workspace

Each company (or autonomous workgroup) has its own workspace. A workspace has its own set of users and may contain any number of models. To learn more about workspaces, explore the Workspace Administration article in Anapedia.

Model

A model contains line items, modules, and lists that represent each aspect of a business. Models are self-contained, but dimensions can be linked to and updated with data from another model. To learn more about models, you can explore the Build Models article in Anapedia.

List

Lists are groups of related items, e.g. people in a department, products on a shopping list, or the regions comprising a geographic area. They are fundamental to Anaplan, as they define the structure and content of a model. To learn more about lists, explore the Lists article in Anapedia.

Dimensions

A dimension is an item, measure, or characteristic of your data. It can be calculated or manipulated to answer business questions, observe trends, or assess What If situations for planning purposes. To learn more about dimensions, explore the Dimensions article in Anapedia.

Module

Modules are the components of each Anaplan model. These are comprised of line-items, timescales, list dimensions, and pages. To learn more about modules, explore the Modules article in Anapedia. 

User Experience

End users interact with an Anaplan model through the User Experience, or UX. The UX provides users with relevant data needed for planning in different forms. These screens can also allow for data entry by the user. The UX is customized for end users, and what a user can view or edit is determined by Anaplan's flexible security settings.

Versions

Versions enable you to compare different scenarios for the data in a model. For example, you can compare actual sales data for product lines with forecast sales data. To learn more about versions, explore the Versions article in Anapedia.

Charts

Charts add a strong visual impact to your data and make it easier to spot trends, areas of concern, and successes. There are various kinds of charts and ways of working with the data in those charts. Choosing the right chart for the job is key, as is knowing how to create different kinds of reports. To learn more about charts, explore the Charts article in Anapedia.