Duration: Hours

Training Mode: Online


    Category: Tag:


    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 Build 
    • 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 Versions 
    • 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 Design 
    • 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 Views 
    • 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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