Description
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Course Content
1- What is Anaplan?
- Explain what Anaplan is and how it is used for Connected Planning
- Recognize the three building blocks of Anaplan and describe the components in the Central Library, Engine, and User Experience
- Describe examples of multidimensional within Anaplan models
- Log in to Anaplan, search for a specific model, navigate within a model, and create a new model
2- Getting Ready to BuildÂ
- Explain front-to-back model design and how it is used with Anaplan
- Explain the PLANS approach to model building
- Describe DISCO and how it is used in model building
- Describe the relationship between dimensions, lists, modules, and line items in a model
3- Time and VersionsÂ
- Configure the Time settings for the model and describe each of the setting options
- Demonstrate the impact of adding a previous and future year to the model
- Configure the Version settings for the model and describe each of the setting options and the impact on model size
- Add a Budget Version to the model and describe how it will be used and the impact on model size
- Explain the purpose of a Switchover date and remove from the model
- Explain the Current Version of the model and set the model’s Current Version to Forecast Version
4- Lists
- Describe the types of lists that are used in model building
- Describe the Anaplan list naming convention best practices
- Explain the concepts of Top Level and parents in lists
- Describe a list code and how it is used
- Import data in to a list using a .csv file
5- Module DesignÂ
- Describe the concepts in DISCO
- Describe modules and line items
- Identify input and output modules from a model schema
- Demonstrate module naming convention best practices
6- Modules
- Describe modules and line items
- Explain System modules and how they are used
- Build a module
- Use functions and formulas in line items
- Use Anaplan formula and function resources
7- Importing into Modules
- Describe data import methods
- Import data into modules
- Properly map data imports into modules
8- Revenue and Margin Modules
- Understand the purpose of Revenue and Margin modules
- Use Copy Across/Copy Down features
- Describe Summary Method settings
- Use the SUM function
9- Price Growth Modules
- Understand the purpose of the Price Growth Rate modules
- Use the LOOKUP function
- Pivot a module
10- Employee and Non-Employee Expense Modules
- Understand the purpose of the Employee and Non-Employee Expense modules
- Describe and assign Functional Areas
11- Profit & Loss Report Modules
- Understand the purpose of Profit & Loss modules
- Describe and use Style Settings
- Describe the factors that influence model size
- Access the history of the model
12- Customizing and Saving Module ViewsÂ
- Customize and create saved views for modules
- Sort, filter, and apply conditional formatting to a module view
- Use best practices for view naming conventions
- Understand how to adjust modules to create views and visualizations that meet end user needs
13- User Experience Pages
- Build a User Experience (UX) page and describe the components of a page
- Understand how to adjust views to create data visualizations that meet end user needs
- Use saved module views and custom views to generate data-based content cards
- Add text, grids, and charts to a User Experience (UX) page
- Adjust context selector options for a page and for an individual card
14- Classic Dashboards
- Build a classic dashboard and describe the purpose of dashboard elements
- Add text, module views, charts, and page selectors to a classic dashboard
15- Security
- Add users and assign Roles
- Describe Selective Access and how it applies to Roles
- Explain the Workspace Administrator Role
- Use Model Management features
16- Finance
- Actual, Budgets, Forecasts
- Workforce Model Functionally
- Workforce Model Technical
- Model Schema & Design
- Headcount Report Design
- Finance Critical Report Design
- Data Hub Architecture
- Best Practice Data Hub
- Asset Depreciation
17- Advance Topics
- Production Data vs Non Production Data vs Structural Data
- Revision Tag, Model History
- Create Production Model from Scratch
- Compare and Sync
- Different Modes of Anaplan Models
- ALM in Anaplan
- Hot-fix in Anaplan
- Bulk Update Users (UAM)
- Anaplan NUX
- Pages vs Worksheet
- NUX Security
- ALM for NUX
- Management Reports
- Dynamic Charts in Anaplan NUX
- NUX Cards in Anaplan
- User Specific Filters in Anaplan
- Dependent Drop down in Anaplan
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Please Visit Anaplan Official Site: || Locus Academy has more than a decade experience in delivering the training/staffing on Anaplan for corporates across the globe. The participants for the training/staffing on Anaplan are extremely satisfied and are able to implement the learnings in their on going projects.
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