Training Classes

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The Building Blocks of Anaplan lays the foundation you need to understand the Anaplan platform and become an effective Anaplanner. You will learn about the three conceptual building blocks of Anaplan: the Central Library, the Engine, and the User Experience, as well the process of designing and building models to meet end users’ needs. Course Objectives: By the end of this short course, you’ll be able to: Describe the conceptual building blocks of Anaplan Describe the processs of designing and building models This course will take about 30 minutes to complete.   Click to launch course!
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Summary: When building Anaplan models, the SUM function is used to add up values that meet one or more specific criteria.  Find out how to construct a formula using the SUM function in this short lesson. Course Objectives:   By the end of this lesson, you’ll be able to: Identify source and mapping cross reference data to use with SUM Use the proper syntax to write a formula to calculate SUM Identify when a User Story calls for an output that will use the SUM function The course  will take about 15-30 minutes to complete.   Prerequisite: Basic understanding of model building in Anaplan • Lists • Modules • Formula Bar   Click to Launch Course 
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Learn how to get set up in learning center and prepared to start training 
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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 (no-reply@anaplan.com) 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 no-reply@anaplan.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.  
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The purpose of this training is to bring end users up to speed with the Anaplan platform. It is not intended to be a dive into building models. Additionally please note that what is discussed in this training is general information and not specific to your Anaplan build. Also note attached to this article are some basic job aids covering the topics contained in the training. 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 enablement@anaplan.com. 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!
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  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. This course has optional selections that impact total run time. Maximum time is 50 minutes. 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 (3:00) 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 (4:36) 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 (4:00) 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 (7:00) 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 (4:00) Actual Hours Time Tracking Burndown Chart UAT Performance Testing Enhancement Wish List Training Model Optimization   Part 6 - Miscellaneous (3:30) Miscellaneous Tips, Tricks & FAQs Moving Dates Agile Storyboard Tweaks   A guide to the Anaplan Way app is available here!
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  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  
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   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
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  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
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This class gives the Anaplanner the fundamental steps to automate a hierarchy load from a Hub model to a downstream model.  This training is intended for Anaplanners wanting to automate loading 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      
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Use of effective dating addresses the basic challenge of recording the dates when a change is made in the system. To use an HR example, recording when an employee transfers from one department to 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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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.
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Overview This class’ intention is to focus on the process of conceptualizing and designing dashboards that are relevant and useable for the end user. Dashboards provide the needed focus on the output 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?
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Overview: This course provides an overview of the model schema design process. It is highly recommended for anyone intending to take the Model Design class or The Anaplan Way class. A schema is a 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      
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At Anaplan, partners are an extension of our team. Together, our teams ensure an elegant first deployment, from which customers can build as many additional models as the need. Anaplan partners are: More customer-focused than ever Empowered Accountable Certified to use Anaplan Way to assess, design, and deliver Anaplan models All Certified Anaplan Partners follow a single learning path. To begin your certification process follow the path below.      Links to courses mentioned in the path:   Step 1:   Introduction to Model Building (102)              Pre-Requisites   Anaplan Foundations (101) Step 2: Intermediate Model Building (201) Step 3:  FP&A Case Study (299) Step 4: The Anaplan Way (402)                  Pre-Requisites: Agile Implementations (140)  ,   Agile in Action  (341) ,  Anaplan Implementation App (342)   ,    Anaplan Whiteboards (280) 
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Below is the learning path we recommend for most customers.   
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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 except for the Model Builder Certification evaluation. On-site: On-site training offered at our offices is available and priced by course. This is subject to training discounts according to your partner agreement. 102: Introduction to Model Building (3 days): $1000 (£1,200, €1,200) 201: Intermediate Model Building (2 days): $750 (£800, €800) Model Builder Certification evaluation: This evaluation is $500 (£235, €265) and is subject to training discounts. How can I register for on-site training? Please fill out the registration request available on the Anaplan Learning Center or contact enablement@anaplan.com. How do I know when on-site training is offered? Please visit http://www.anaplan.com/support to view our training calendar for dates and locations for all of our upcoming offerings. How do I schedule private training and what is the cost? Contact enablement@anaplan.com for rates and availability. I am already a Solutions Architect. Do I need to go back and start over? Current Solutions Architects will be grandfathered in; however, you will still be subject to recertification requirements (dates TBD). As well, Anaplan reserves the right to request that you complete or repeat the coursework if your certification has lapsed or customer satisfaction survey results become unfavorable. Can I still complete the certification? Do I need to? All Anaplan partners are welcome to complete our certifications. This is a great opportunity for you to ensure that your skills are aligned with our best practices. However, we also want to recognize the skills and expertise of our partner community. If you feel that your experience is equivalent or greater to the requirements, please fill out the application available on the Anaplan Learning Center or contact enablement@anaplan.com.  
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This course includes an overview of the DocuSign Integration functionality, what is needed to use the integration on a project, and a flow chart that walks through the process. It includes links to Anapedia for details on the steps in the process.    Note that this course was developed with a web-based tool. Instead of clicking next, you’ll scroll down through the content. It has been divided into lesson and you can access the lessons in any order after you start the course.   Lessons: Overview  (10 minutes, includes a video) Using the DocuSign Integration on a Project  (1 - 3 minutes) Process Overview (2 - 3 minutes) 1. Determine Data Requirements (1 minute) 2. Create Template and 3. Create Module (2 - 5 minutes) 4. Create Envelope (2 - 5 minutes) 5. Create Workflow (2 - 5 minutes) 6. Preview and Send Envelope (1 - 4 minutes) 7. Track the Envelope Status (1 - 6 minutes)    Launch Course
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    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 connections Demonstration of how to setup Data Synchronization Resources There are two resources you can use when working in HyperConnect.  Anaplan Community Several community articles are located by performing a search on this community site. You can also find help in the data integration forums at:  Product Conversations > Data Integrations . Informatica's Help There are also a number of resources available on the  Informatica Cloud website . The video below reviews what is available as well as where to locate it on the site. Video: Locating and using Informatica help resources   HyperConnect Overview This 3:16 video reviews: The difference between HyperConnect and Informatica Cloud How scheduling works in HyperConnect What the secure agent is The main integration scenarios   The Secure Agent The first thing that needs to be done before utilizing Informatica Cloud is to install a secure agent. The Informatica Cloud Secure Agent is a lightweight program that runs all tasks and enables secure communication across the firewall between your organization and Informatica Cloud.   When the Secure Agent runs a task, it connects to the Informatica Cloud hosting facility to access task information. The Secure Agent connects directly and securely to sources and targets, transfers data between them, orchestrates task flows, runs processes, and performs any additional task requirement.   Detailed Secure Agent information can be found on   Informatica's help pages.    Demo Secure Agent Setup   Connections A connection enables you to access data from cloud and on-premise applications, platforms, databases, and flat files. Use connections to specify the location of sources, lookups, and targets included in a task.   You can create a connection for connectors that are installed in Informatica Informatica Cloud. Many connectors are pre-installed, however you might want to use a connector that is not pre-installed. Add-on connectors created by Informatica and Informatica partners are available for installation.   More information about connections can be found in   Informatica's Online Help. Below are three demonstrations showing connection setup.   Demo Connecting to Anaplan   Demo Connecting to Salesforce   Demo Connecting to MySQL   Data Synchronization You can configure a Data Synchronization task using the Data Synchronization Task wizard. The wizard allows you to synchronize data between a source and target. For example, you can read sales leads from your Anaplan sales model and write them into Salesforce. You can also use expressions to transform the data according to your business logic or use data filters to filter data before writing it to targets.   You can use a single object as a   source   or multiple related objects as sources in a Data Synchronization task. You can also use multiple objects for database connection types. Define relationships based on key columns or create a user-defined join condition.   You can use a single object as a   target   for a Data Synchronization task. The target connections that you can use depend on the task operation you select for the task. Remember that Anaplan   must be   either the source   or   the target to use HyperConnect.   More information on the Data Synchronization Task Configuration can be found in   Informatica's Online Help. Below are a few demonstrations showing the setup of different data sync options.    Demo Sync SFDC to Anaplan   Demo Sync Anaplan to SFDC   Demo Sync MySQL to Anaplan   Automating the error dump This 3:46 video shows how to set up a task flow in Informatica Cloud. This task flow automatically sends the result of an error dump to a flat file or database.     Advanced training coming soon! Thank you for taking this introductory course. Advanced training is currently being created so subscribe to this page for updates and changes. In the meantime if you have questions not covered in this training email ram.narayanan@anaplan.com.
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  Anaplan Customer Orientation  (100) Summary: Welcome to Anaplan! This Customer Orientation will help you, and your organization get up and running with Anaplan and help you prepare for your project kick off. Course Objectives: By the end of this class, you’ll be able to: Learn about Anaplan and multi-dimensionality Identify decision points Discover the implementation process and the Four Cornerstones Completion Requirements Completion of the Customer Orientation SCORM package The course  will take about 35 minutes to complete. Start the course here Foundations (101) Summary: Get up to speed on the Anaplan platform.  While this is not intended to be a deep-dive into building models and is general information not specific to your Anaplan build, this will give you a good overview of Anaplan and what it does. Course Objectives: By the end of this class, you’ll understand: Who Anaplan is  What the Anaplan platform is What Anaplan means to your role and others within your company Basic Anaplan navigation and terms The course  will take about 25-35 minutes to complete. Start the course here. Introduction to Model Building- On Demand (102)   Summary: In this course, you will learn the foundational Anaplan concepts and technical model building skills that you need to constructively participate in an Anaplan implementation. This is a hands-on course; in step-by-step lessons, you’ll build a model designed to meet the needs of end users in a fictional company.   This course will take approximately 12 - 16 hours to complete.   Course Objectives: By the end of this class, you should be able to: Identify the basic building blocks of Anaplan Explain the use of dimensions in Anaplan models Demonstrate how to access and use Anaplan's basic model building features Manually import data into lists and modules Use Blueprint view to add formatting and functionality to data Create basic formulas within individual modules and across modules Design and create dashboards Set model access for users Please note that while lesson content is viewable on mobile devices, your best learning experience will be on a laptop or desktop computer.   After completing the course lessons, you will move on to a final certification project. After successful completion of the project, you’ll be an Official Anaplanner!   Start the course here. Introduction to Model Building- Instructor-Led (102) Summary: Getting ready for Anaplan is key to a collaborative and successful project, and Launchpad provides the quick start you need! Launchpad includes the resources, information, and training that gets your team enabled, empowered and excited about using Anaplan to drive business value.  Training Benefits Launchpad includes the resources, information, and training that gets your team enabled, empowered and excited about using Anaplan to drive business value. By the end of this class, you will have: Model Builders and end users leave prepared for implementation Project teams learn and understand the Anaplan vocabulary Project teams understand necessary resources for the implementation and can plan accordingly Model Builders learn the fundamentals of building and maintaining an Anaplan model The course  will take about 2 days to complete. Please contact enablement@anaplan.com for scheduling and pricing information. Anaplan Administration (110) Summary: Anaplan Administration enables you to streamline user access and model administration across your entire Anaplan footprint. This feature allows your customer-level administrators greater governance and control, giving them the ability to implement user changes and organize models across the enterprise. Course Objectives: By the end of this class, you’ll be able to: Understand how Anaplan Administration can help control users’ access to your models and workspaces Located system users Identify which models and workspaces individuals can access Enable or revoke Anaplan access Identify who has access to specific models The course  will take about 10 minutes to complete. Start the course here. 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 class, you’ll be able to: Provide an overview of Agile Explain the advantages of Agile vs. waterfall Outline how Anaplan implementations use Agile Explain the importance of the different Agile components Define the roles and expectations in the Agile process as it applies to Anaplan The course  will take about 45 minutes to complete. Start the course here. Intermediate Model Building (201) Summary: Intermediate Model Building is the third in a series of learning courses available through Anaplan’s Learning Center either as on-demand training or instructor-led courses.  Before taking this course, you must successfully complete 101: Foundations and 102: Introduction to Model Building. Course Objectives: By the end of this class, you’ll be able to: Use model-building vocabulary as it relates to Anaplan Understand and use the various types of lists in Anaplan Read Model Maps and understand how data flows through an Anaplan model Build models and dashboards to address bottom-up and top-down planning processes Course Outline  Unit 1: Course Introduction  Unit 11: Assumption Modules  Unit 2: Intermediate Lists  Unit 12: Quota Modules Intro/Rep Quota  Unit 3: Staging Modules  Unit 13: Subregion Quota Module  Unit 4: Top-Down Introduction  Unit 14: Dependent Dropdowns  Unit 5: Top-Down Modules  Unit 15: Capacity Dashboard Part 1  Unit 6: Region Formula Part 1  Unit 16: Capacity Dashboard Part 2  Unit 7: Region Formula Part 2  Unit 17: Capacity Dashboard Part 3  Unit 8: Subregion Goal Set  Unit 18: Functional Areas  Unit 9: Conditional Formatting  Unit 19: User Access Unit 10: Geo Goal Set Dashboard  Unit 20: Break back and Bulk Copy Intermediate Model Building Exam The course  will take about 6-9 hours to complete. Start the course here.  Anaplan Connect (301) Summary: Anaplan Connect enables the Anaplan administrator to automate Anaplan imports of data and lists, and other actions from the client.  Find out more about this valuable tool in this course. Course Objectives: By the end of this class, you’ll be able to: Use the Anaplan Connect Guide Download and set up Anaplan Connect Set up an import file Get additional information from the Data Integration Community and Anapedia The course  will take about 15-30 minutes to complete. Start the course here.  Anaplan Connect Wizard (302) Summary: 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. Course Objectives: By the end of this class, you’ll 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 The course  will take about 10-15 minutes to complete. Start the course here. Data Integration (303) Summary: Hungry to know more?  Anaplan Advanced Topics are deeper dives into specific areas of Anaplan.  Data is everywhere, and our customers are eager to know more about how they can get data from their databases and into their models.  This process is called data integration, and this course will go over some of the basics. Course Objectives: By the end of this class, you’ll be able to: Define the term data integration List the data integration options available at Anaplan Describe the following methods of data integration, and who can use them: Manual Anaplan Connect ETL Native connector REST API The course  will take about 30-45 minutes to complete. Start the course here. Hub Model Hierarchy Management (305) Summary: Anaplan Advanced Topics are deeper dives into specific areas of Anaplan.  This class gives the Anaplanner the fundamental steps to automate a hierarchy load from a Hub model to a downstream model. This training is intended for Anaplanners wanting to automate loading hierarchies/lists.  You should have a good understanding of modules, views, actions, and processes before taking this training. Course Objectives: By the end of this class, you will: Understand the architecture of hierarchy management from a Hub model Utilize best practices in this process Use the Anaplan Connect Wizard to import data from an outside source into Anaplan The course  will take about 20 minutes to complete. Start the course here. User Access & Roles Overview (306) Summary: Understanding how to set up user roles and selective access is key in the model building process. Take a closer look at the controls available for this process. It provides an overview of both user roles and selective access before moving into more details around the user role feature. Course Objectives: By the end of this class, you will: Explain the importance of user roles and selective access in a model Create a model role Use roles to set up permissions for modules, versions, Lists and Actions  Set landing dashboards for roles Personalize content by role Assign a model role The course  will take about 15-20 minutes to complete. Start the course here. Selective Access (307) Summary: This course dives deeper into selective access. Using selective access allows the model builder a greater amount of control over what individual users see and have access to. Course Objectives: By the end of this class, you will: Explain the items for which selective access can allow and deny access Turn on selective access Setting selective access for users Assigning selective access by user Explain how selective access affects dashboard views and interactions Utilize selective access with dependent dropdowns Assign different level of read and write access The course  will take about 15-20 minutes to complete. Start the course here. 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 information automatically. This training covers what you need to know to perform this process. Course Objectives: By the end of this class, you will: Automatically add users to the system through an import Set users model role and any selective access designations Setup a permission module Utilize saved views to optimize the import process Create import actions  Automate permission updates The course  will take about 11 minutes to complete. Start the course here. Reducing Model Size – Introduction to Sparsity (309) Summary: Unnecessary model size has a large impact on your Anaplan environment from using valuable space to slowing down key processes. Sparsity is one of the biggest causes of inflated models. Understanding what sparsity is and how it impacts a model is the first step in knowing how to reduce it. Course Objectives: By the end of this class, you will: Define concepts such as storage capacity and workspace memory Differentiate between model, module and line item sizes Contrast the differences between spaces cells and dense cells Explain how sparsity is measured in a model The course  will take about 5-10 minutes to complete. Start the course here. Eliminating Sparsity (310) Summary: Sparse cells within an Anaplan model are cells that do not contain and are not expected to contain data. The platform still needs to allocate memory space to these cells even though they are not used. The trick is being able to identify and combat these cells in existing models as well as preventing them when building new. Course Objectives: By the end of this class, you will: Identify sparse cells in existing models Think critically when building new models to keep sparsity at a minimum Utilize line item components such as Applies to, Formulas, Summary, Versions, and Time to reduce sparsity Analyze which dimensions are necessary in a module and which could be removed Write formulas which allow you to eliminate other line items or dimensions Understand how numbered or subset lists can be used to reduce sparsity The course  will take about 10-20 minutes to complete. Start the course here. Effective Dating (311) Summary: Use of effective dating addresses the basic challenge of recording the dates when a change is made in the system. To use an HR example, recording when an employee transfers from one department to another. Other examples include contract renewals, territory assignments, and compensation plans. Essentially, any change that you want to be able to document and record a history of when that change happened requires effective dating. Course Objectives: By the end of this class, you will: Explain when is an appropriate time to use effective dating techniques and why they are important Utilize start, end, and transfer dates to create effective dating formulas Create an Action to sync employee information Have the system properly attribute resources to the correct hierarchy, such as the employee’s salary to the correct department Write formulas to calculate headcount The course  will take about 17-20 minutes to complete. Star the course here. Agile in Action (341) Summary: Discover how Anaplan Specifically uses the Agile Scrum methodology. This module is the next step for learners wanting to know how to run or be a part of an Anaplan agile implementation. Course Objectives: By the end of this class, you’ll be able to: Explain how the Agile process works in an Anaplan implementation Identify the goals, outcomes and next steps for a project kick-off meeting (PKO) Identify the challenges of model building during an implementation Identify testable success criteria in a User Story Build acceptable user stories and identify how they translate to an Anaplan model The course  will take about 45-60 minutes to complete. Start the course here.  Agile Implementation App (342) Summary: We have built an Anaplan app to help estimate, manage, and run agile implementations. Get a tour straight from one of its creators in this 36-minute video. Course Objectives: By the end of this class, you’ll be able to: Obtain the app  Set up the various lists and drivers for a project Scope the project and use the calendar feature Estimate workspace size Assign responsibilities Review planning requirements Input, modify, and report progress on user stories Plan sprints Use the agile storyboard Record daily scrum notes Input, review, and report time tracking Use the burndown chart feature Manage the UAT and Go-live process The course  will take about 40 minutes to complete. Start the course here. HyperConnect Summary: HyperConnect powered by Informatica Cloud is a great way to get data into and out of Anaplan. This basic level course is loaded with informative demonstrations to help you along the way. By the end, you will have a better understanding of what HyperConnect is and how it relates to Informatica Cloud.  Course Objectives:  By the end of this class, you’ll be able to: Install the secure agent Set up connections to and from Anaplan Setup Data Synchronization Set a schedule for your connections, set up error alerts and much more! Start the course here. DocuSign Summary: The DocuSign Integration was recently released. This integration allows users to create and manage a document workflow that can include both internal and external recipients.Interested in learning more? Check out our new DocuSign Integration for CS and Partners course. Course Objectives: This course includes:   An overview of the functionality How to plan for a DocuSign Integration project Best practices How to demonstrate the functionality to customers Start the course here.
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