Anaplan Basics to Advanced ("96151D3179DB5A70968E")

Explore what Anaplan is, a cloud-based corporate performance management tool that merges analysis and planning, enables dynamic, collaborative dashboards, and supports connected planning across teams.

Discover connected planning and how finance and sales departments interoperate to align budgets and constraints, with Anaplan linking their models for better firm outcomes.

Explore the hyper block topology as the patented backbone, delivering flexibility, scalability, and fast OLAP queries by converting multiple data sheets into a multidimensional cube in a data warehouse.

Compare Anaplan and Excel by highlighting data security controls, such as per-user region access, and editable cells, while noting Anaplan's multidimensional structure, page selectors, and scalable, cloud-based design.

Explore the Anaplan workspace, where tiles represent models, pages, and apps; favorite models for quick access, and compare the current and new model user interfaces while noting identical backend functionality.

Explore the three building blocks of an Anaplan model—the central library with dimensions, the calculation engine, and the user experience with charts and grids—driving end-user decisions.

Central library stores all dimensions, such as time versions, employee lists, and product lists, as the first building block of plan, with dimensions acting like rows and columns in Excel.

Explore how Anaplan handles dimensions, including time, versions, and lists, via a module, pivot view, and page selector, using the organization list in the central library.

Master the calculation engine, the backbone of Anaplan that turns revenue and cost into profit. Create output modules to build dashboards, graphs, and grids for the user experience.

Differentiate design flow from build flow by starting with end-user needs, then create dimensions and calculations, build input and output modules, and present them via the user experience.

Apply the plants standards to optimize Anaplan models, emphasizing performance, logical design, auditable and necessary calculations, and sustainable, scalable solutions using the hyper block backbone.

The disco method defines data module, input module, system module, calculation modules, and the output module, illustrating the data flow from input to calculation to output for end users.

Explore what model maps are and how modules connect, showing the flow of values between calculation and reporting models through nodules like zero one and zero two.

Log in to Anaplan, open models, and create a new model using the new button; manage models by copying, deleting, renaming, importing modules, and archiving.

Explore the time dimension in Anaplan model, including calendar type options, fiscal year settings, current past and future years, and time range customization with blueprint and grid views.

Explore how to create and manage versions in Anaplan, including actual, forecast, and current versions, for scenario testing. Learn to edit dimensions, apply switchover dates, and configure views and exports.

Explore how lists function as Anaplan dimensions, covering flat, simple, composite, numbered, and subset lists, plus combination lists, with hierarchy, views, and page selectors.

Create and manage lists in Anaplan, mastering flat lists, tree lists, and grids; set properties and subsets, and import data to build diverse list structures.

Explore simple, hierarchical, and numbered lists in Anaplan. Learn how to create and configure each type, establish parent relationships, and use display name properties to manage items.

Learn how modules in Anaplan act as data containers linked to a model for analysis. Create a module with dimensions country and time and line items like test data.

Learn how to use actions to automate data import, export, and calculations in Anaplan, including built-in and custom actions, action menus, and creating processes for dashboards and data integration.

Create and customize Anaplan dashboards to visually represent model data using charts, tables, and filters, with controlled access, sharing, and real-time updates.

Outline the NAPLAN case study by detailing modules to create an Anaplan model, starting with the data hub model, then the OpEx and spoke models, and an end-user application.

Configure basic Anaplan settings before building modules by setting time options, applying full or no access via the users tab, and importing files to create a properties module flat list.

Create the flat list and the property module, then import data into the lists; build seven lists (M1–M7) plus company and department, using the attached file in resources for import.

Import a csv file into a flat Anaplan list by mapping columns to name and code, then run the import to create unique items and ignore duplicates.

Export data from an Anaplan list by creating and running a CSV export action, then download the file and view it in Excel.

Create a transaction data list and a financial module, then import a csv file, map the time dimension and amount, and run the import to populate the modules.

Learn how to create a saved view and import data from a saved view or module to a list in Anaplan, including mapping, data types, and a concatenated line item.

Learn to create an empty module in Anaplan, with no line item or dimension and a zero cell count, using the naming convention, and delete it when finished.

Learn to delete a saved view in Anaplan by navigating to the module properties, opening manage views, and clicking delete.

Demonstrates building and configuring an Anaplan model, creating modules, and using item of list formulas to generate codes and names from a complete flat list.

Use the finditem formula in Anaplan to map department codes to names within a department flat list, extracting company prefixes with left.

Build Anaplan system models from one to seven, create gl6 and gl7 lists, derive text codes with item and name functions, and apply first occurrence filtering to remove duplicates.

Learn how to import data from module 6 to module 7 in an Anaplan model, using manual mapping and fixed line items for parent data.

Create an OpEx boolean line item, save a default view, build a subsidiary view (a module within a module with reduced dimensions), and apply a filter to show apex data.

Create delete actions for department flat list and transaction data, assemble them into processes to clear and rebuild lists, test and publish in a dashboard.

Learn to create count and total count line items in Anaplan, configure their summary methods, and publish results to dashboards using blueprint and subsidiary views.

Add functional areas to your Anaplan module by inserting them into the data model. Clarify organization by using the two module types—data modules and system modules—to manage data.

Create an OpEx model and configure user roles, including department manager and executive, with security set to no access and a tailored calendar for five past and one future year.

Create a global accounts module with three line items: current date, last updated date, and a link to the Anaplan logo; enable the link in the line item.

Explore list to list import between models in an Anaplan workspace, including automatic mapping when names align, and create a module with a time dimension and historical data.

Create an L1 flat list and an L2 numbered department list, then import and map data from the company module using display names and hash IDs.

Apply numbered list hierarchy import in anaplan by importing data into lists, creating L5–L7 subsets, and using display name properties with data hub module imports to auto-generate IDs.

Learn how to create a subset inside a list in Anaplan, set the boolean format, differentiate parent and child elements, and filter to show only selected list members.

Learn to configure Anaplan data models with subsets, line items like OpEx five, and schedules, then implement a lookup formula to map parent text to list members across hierarchies.

Apply lookups across multiple dimensions to pull values from a source module into a target module, recognizing that a common dimension can remove the need for lookup.

Import data into subset fields across modules five, six, and seven by selecting views, mapping fields, and handling unmapped inputs, then refresh to view OpEx data in the data hub.

Create and copy modules in an OpEx model, set up topics details and OpEx details, and adapt dimensions, versions, and views to build a flexible Apex module copy.

This correction lecture revises the previous choice by solving the equation for the OpEx model and selecting seven OpEx members as a subset, renaming a servant to zero one.

Learn how selective access provides list member access by enabling selective access in the configure settings, with parent-child relationships driving visibility, and differentiate read versus write permissions.

Build and automate an OpEx module with reload and rebuild processes, adding create and delete actions to update the last updated date from the current date.

Use the update current period action to modify the time period. Build a subsidiary view with a time period format, and run the action to update to March 22.

Craft a sum in Anaplan by linking transaction data to OpEx and debt zero two properties, using company and department dimensions to map data across modules.

Learn to create an app and its plan by using the home screen, opening the apps section, naming the app, and clicking create to build the app and its pages.

Learn how to create categories in the planner app, adding admin, executive, and department manager categories to organize content.

Create an administration page in the Anaplan app by selecting board, worksheet, or report, configuring a text column title card, and publishing to share with others.

Save and reuse a card as a template to create consistent headings across pages, adjusting text while preserving style, color, and alignment within different modules.

Create an action card on the plan administration page to clear the list and reload data into the data hub, then publish and customize a text card for visibility.

Create kpi cards to display the current counts from the data hub model, configuring the total count line item for each department and publishing the dashboard.

Learn how to hide page selectors in an app by turning off the single line and all off options with the gear icon, then publish the final administration page.

Explore how to traverse between pages in Anaplan by setting up next and previous links using a text card, editing, publishing, and navigating across pages.

Explore navigating between inner plane pages, add a logo image, and use the image drag-and-drop card to insert an image into a module with image and text items.

Display the current date in Anaplan with the field card by selecting the zero one module's date line item and configuring two columns, then publish and preview.

Discover how to restrict page access in Anaplan by creating an admin rule, assigning read and write permissions via the roles module, and applying per-page access controls.

Learn how to set up an administration role in the data hub, grant access to run processes, modify lists, and manage permissions for admins to import data.

Anaplan basics to advanced course teaches building summary modules, defining actual, budget, and forecast versions, and writing a forecast formula using current version logic.

Configure dynamic cell access in Anaplan by setting time and version controls and applying read and write permissions for actual, budget, and forecast versions.

learn to create and configure a grid card by selecting a data source and choosing dimensions. publish grid, manage saved views, and apply filters to tailor department and line-item insights.

Publish a grid, configure data source and grid options, and add a column chart with selectors and hierarchy filters to compare department-level inputs on the executive summary page.

Walk through rebuilding and reloading a dataset, selecting files, and running the process to restore members, while exploring access rules and department manager permissions.

Explore how user roles govern access to data, grant read/write rights via the API, and use axis selectors to control what each role can see.

Learn how to create and publish a worksheet in Anaplan, configure a grid, add values and quick links, and include charts, with a look at the new reports page.

Explore the fundamentals of analytical models and apps in Anaplan, and build model dashboards and worksheets to solve the business problem.