Anaplan Learning Center Our Learning Center is the place for you to learn, share, and connect with fellow Anaplanners. Watch videos, collaborate with your peers and learn at your own pace. Our goal is to help you get the most out of Anaplan as quickly and easily as possible. Registering for the Anaplan Learning Center Once your Workspace Administrator has added you to an Anaplan model with your company-sponsored email address, you can register for Anaplan training. (Please note: if a company-sponsored email address is not used, your request to access Learning Center will be declined.) If you've not yet received an email to confirm that your Anaplan account is active, contact your Workspace Administrator. Completing Your Anaplan Account Registration If you have received an email from Anaplan (firstname.lastname@example.org) to confirm that your account is active, do the following: From within the email, click Complete your registration. Once on the Anaplan site, enter a password. Passwords must be at least 8 characters, upper and lower case letters and at least one number. Enter your password again in the Confirm Password box. Select a locale and time zone. Select the checkbox to accept the Anaplan terms and conditions. Click Continue. You can now log into Anaplan.com to access your available workspaces. Registering for the Anaplan Learning Center While still logged into Anaplan, go to https://learning.anaplan.com. Enter your First Name, Last Name, company-sponsored Email address, City/Town, Country, and Time Zone. Please note: If a company-sponsored email address is not used, your request to access the Learning Center will be declined. Scroll to the bottom of the page and click Update Profile. On the next screen, click Continue. You will receive an email from email@example.com. Click on the link in the body of the email. You will be taken back into the Learning Center. Click on the Continue button to complete your registration. To access all of the courses available in the Learning Center, click on the Anaplan logo on the upper left hand corner to be taken to the Learning Center welcome page.
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 training is general information and not specific to your Anaplan build. After completing this learning you will understand: Who Anaplan is What the Anaplan platform does What Anaplan means to your role and others within your company Basic Anaplan navigation and terms This class will take approximately 25-35 minutes to complete. Please note, if you have issues with the video in this course send an email to firstname.lastname@example.org. Not every corporate firewall is the same and we have some alternative methods for accessing the videos. Launch Course Enjoy the course? Have feedback? We value your opinion. Use the Kudo and Comments features below!
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 selective access is key in the model building process. Take a closer look at the controls available for this process. It provides and overview of both user roles and selective access before moving into more details around the user role feature. It is recommended to take this topic before moving on to 307: Selective Access. After completing this course, the learner will be able to: Explain the importance of user roles and selective access in a model Create a model role Use roles to set permissions for modules, versions, Lists, and Actions Set landing dashboards for roles Personalize content by role Assign a model role This class will take approximately 15-20 minutes to complete. Launch Training Selective Access (307) 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. After completing this course, the learner will be able to: Explain the items for which selective access can allow and deny access Turn on selective access Setting selective access for users Assigning selective access by user Explain how selective access affects dashboard views and interactions Utilize selective access with dependent dropdowns Assign different levels of read and write access This class will take approximately 15-20 minutes to complete. Launch Training Automating User Access (308) Users can be automatically added to a model through an Import process. At the same time you can also set their Model Role and Selective Access information automatically. This training covers what you need to know to perform this process. After completing this course, the learner will be able to: Automatically add users to the system through an import Set users model role and any selective access designations Setup a permission module Utilize saved views to optimize the import process Create import actions Automate permission updates If you would like a closer look at the formulas and setup, a model blueprint is available for download. Click the Automating User Access Blueprint.xls link here or on the top right of the page. This class will take approximately 11 minutes to complete. Launch Training
This set of training classes includes information on improving model performance by understanding and eliminating sparsity. Classes include: Introduction to Sparsity (309) Unnecessary model size has a large impact on your Anaplan environment from using valuable space to slowing down key processes. Sparsity is one of the biggest causes of inflated models. Understanding what sparsity is and how it impacts a model is the first step in knowing how to reduce it. After completing this learning you will will be able to: Define concepts such as storage capacity and workspace memory Differentiate between model, module and line item sizes Contrast the differences between sparse cells and dense cells Explain how sparsity is measured in a model This class will take approximately 5-10 minutes to complete. Launch Training Eliminating Sparsity (310) Sparse cells within an Anaplan model are cells that do not contain and are not expected to contain data. The platform still needs to allocate memory space to these cells even though they are not used. The trick is being able to identify and combat these cells in existing models as well as preventing them when building new. After completing this learning you will will be able to: Identify sparse cells in existing models Think critically when building new models to keep sparsity at a minimum Utilize line item components such as Applies to, Formulas, Summary, Versions, and Time to reduce sparsity Analyze which dimensions are necessary in a module and which could be removed Write formulas which allow you to eliminate other line items or dimensions Understand how numbered or subset lists can be used to reduce sparsity Please note that understanding sparsity is important when taking this training, so we strongly recommend completing 309 Understanding Sparsity before beginning. Additionally to help you follow along we are providing to model blueprints, the before and after of one of the examples used in the training. This class will take approximately 10-20 minutes to complete. Launch Training
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 imports of data and lists, exports. and other actions from the client. Find out more about this valuable tool in this course. The Quick Start to Anaplan Connect can be found at https://community.anaplan.com/t5/Anapedia-Integrations/Anaplan-Connect/ta-p/5007 After completing this learning you will will be able to: Use the Anaplan Connect Guide Download and set up Anaplan Connect Set up an import file Get additional information from the Data Integration Community and Anapedia This class will take approximately 15-30 minutes to complete. Launch Training Anaplan Connect Wizard (302) Anaplan Connect enables the Anaplan administrator to automate Anaplan imports of data and lists, exports, and other actions from the client. Good Anaplan Connect scripts can be hard to create, especially if you don’t know anything about scripting or programming. This course walks you through the use of the unofficial Anaplan Connect Wizard which helps automate the script writing process. The Quick Start to Anaplan Connect can be found at https://community.anaplan.com/anapedia/data-integration/anaplan-connect After completing this learning you will will be able to: Install the Anaplan Connect Wizard on your computer Create basic scripts using the Anaplan Connect Wizard Use the Anaplan Connect Wizard to import data from an outside source into Anaplan Get additional information from the Data Integration Community and Anapedia This class will take approximately 10-15 minutes to complete. Launch Training Anaplan Data Integration Basics (303) Data is everywhere, and our customers are eager to know more about how they can get data from their databases and into their models. This process is called data integration, and this course will go over some of the basics. This class will take approximately 45-60 minutes to complete. Launch 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) Summary: This training provides the background you need to fully understand the Agile process - what it is; how it works; who’s involved; and why it works. The first part of the training is about the type of Agile Methodology used by Anaplan, the Scrum version of Agile. The second part of the training is all about Anaplan’s specific processes using Scrum as the framework for how an implementation is completed. Course Objectives: By the end of this course, you should be able to: Provide an overview of Agile Explain the advantages of Agile vs. waterfall Outline how Anaplan implementations use Agile Explain the importance of the different Agile components Define the roles and expectations in the Agile process as it applies to Anaplan The course will take about 45 minutes to complete. Click here for a printable file for taking notes. Agile in Anaplan (341) Summary: Discover how Anaplan Specifically uses the Agile Scrum methodology. This module is the next step for learners wanting to know how to run or be apart of an Anaplan agile implementation. Course Objectives: By the end of this course, you should be able to: Explain how the Agile process works in an Anaplan implementation Identify the goals, outcomes and next steps for a project kick-off meeting (PKO) Identify the challenges of model building during an implementation Identify testable success criteria in a User Story Build acceptable user stories and identify how they translate to an Anaplan model Agile App (342) Summary: This course provides an overview of working with the Agile Implementation - The Anaplan Way app. It is split into six parts which include how to use the app to: Setup a project Scope a project Run a project Use the app for user acceptance testing Part 1 – Setting up a project This video is an overview on setting up a new project within the app. Create a new project using a template Set up epicsSet up project members and assign roles Set up the sprint Part 2 – Scoping a project This video covers setting up the scope of the project using the app. Enter the project information (name, dates, resources, etc) Do time estimates, reviewing and cross checking the information Use the Project Calendar Part 3 – Running a project This video provides information on how to use the app to run a project. Add a user story Plan sprints with user stories Use the Project Planning dashboard to keep on track View user story and sprint status Enter daily scrum notes Track budgets and burn rates Review testing results Locate other resources Part 4 – Project Testing This video covers how to use the app to setup and track the user acceptance testing (UAT) process. Add testers Create test scripts and add steps Assign test scripts to users Testers reporting results using the Testing Page Review the testing log Review testing status of the complete project Part 5 – Time and Tracking Actual Hours Time Tracking Burndown Chart UAT Performance Testing Enhancement Wish List Training Model Optimization Part 6 - Miscellaneous Miscellaneous Tips, Tricks & FAQs Moving Dates Agile Storyboard Tweaks A guide to the Anaplan Way app is available here!
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 of the model, which is important for good model design. You will find this class useful if you want to understand how to design dashboards that meet the needs of each end user role. This class is conceptual and not intended to be a technical "how to" build training. Topics include: Why good dashboard design is important The main types of dashboards Dashboard design concepts Gathering and identifying the correct information Choosing the best components to use Proper dashboard layout Utilizing user feedback and the review process Class information This class will take approximatly 50-60 minutes to complete. The ability to bookmark is currently not available so if you leave a section remember where you were, class navigation is open so you can easily return. We strongly recommend you review these classes in the order below. If desired, full scripts are available in the .zip file (3MB) attached to this article. Click on each section to view the video. Sections: Dashboard Design Introduction 4:00 Dashboard Types 19:00 Dashboard Design Concepts 9:15 Dashboard Components 10:30 Dashboard Prep 6:15 Dashboard Design and Layout 13:00 Dashboard Review 3:00 We value your feedback! Please kudo if you like the class or feel free to share in the comments below. What did you like? What do you want more explanation around?
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 flexible roadmap for your model build. It is an outline, or a framework, of your vision for the final product you wish to have in Anaplan. Schemas aid you as a tool to convey your vision to customers and the project team before the build begins, and as a reference during the build that ensures your build is on track. In this course we: Define model schemas Outline the benefits of creating schemas Compare and contrast schemas at the functional area level and module level Discover the influence of User Stories on model schemas Summarize the steps and components in the schema building process This course will take approximately 10-15 minutes. Click here to begin
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 be introduced without disrupting business operations by securely and efficiently managing and updating your applications with governance across different environments, and quickly deploying changes to run more “what-if” scenarios in your planning cycles as you test and release development changes into production. Videos This series of videos discuss different aspects of ALM and includes demos performed in a live model. Part 1 (8:00) click here Benefits of ALM Model modes of ALM (Standard & Deployed) Structural vs Production Data What is a production list? What can and can't be changed in Deployed mode Part 2 (11:30) click here Revisions and Revision Tags Compatible Models Syncing between Development and Production Model types: Single, Split Model, and Similar Model Part 3 (11:48) click here Set up - Development only Set up - Production only Set up - Existing Dev/Test/Prod Set up - Simple Set up - With Data Hub We value your feedback! If you enjoy the videos please give a Kudo! Leave a comment and let us know if there is other information you would like around ALM. You can also do a search on community for more information around ALM.
This class gives the Anaplanner the fundamental steps to automate a hierarchy load from a Hub model to a downstream model. This training is intended for Anaplanners wanting to automate loading hierarchies/lists. You should have a good understanding of modules, views, actions, and processes before taking this training. After completing this learning you will: Understand the architecture of hierarchy management from a Hub model Utilize best practices in this process Use the Anaplan Connect Wizard to import data from an outside source into Anaplan This class will take approximately 20-21 minutes to complete. Launch Training
Use of effective dating addresses the basic challenge of recording the dates when a change is made in the system. To use an HR example, recording when an employee transfers from one department to another. Other examples include contract renewals, territory assignments, and compensation plans. Essentially, any change that you want to be able to document and record a history of when that change happened, requires effective dating. After completing this course, the learner will be able to: Explain when is an appropriate time to use effective dating techniques and why they are important Utilize start, end, and transfer dates to create effective dating formulas Create an Action to sync employee information Have the system properly attribute resources to the correct hierarchy, such as the employee's salary to the correct department Write formulas to calculate headcount This class will take approximately 17-20 minutes to complete. The model blueprint is also attached to this article. Launch Training
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Our newest Advanced Topic course discusses how ALM enables clients to effectively manage the development, testing, deployment, and ongoing maintenance of applications in Anaplan. Check out ALM training today!