Anaplan Training
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PART – I
What is Anaplan ?
- Reviewing Basics of Anaplan
- Anaplan & Connected Planning
- Log In & Search
- Accessing Help & Anapedia
- Model Builder Navigation
- Create a New model
PART – II
Getting Ready to Build
- Front to Back Model design
- Using PLANS
- Using DISCO
PART – III
Time & Versions
- Time Settings
- Time Settings & Scenarios
- Version Settings
PART – IV
Lists
- Types of Lists
- Composite Lists
- Introduction to Numbered Lists
- Manually adding and organizing lists
- Manually create a Hieararchical list
- Naming conventions for Hierarchical list
- Create a Numbered list
- Understanding Top Level
- Introduction to List Codes
- Manually import data to a List
- What is List Subset ?
- Naming conventions for List Subset
- Create a List Subset
PART – V
Module Design
- Using Disco for Module Building
- Model Map overview
- Functional Areas
- Best practices for Naming Modules
PART – VI
System Modules
- Thinking through Module creation
- Insert a Module
- Creating System Modules
- Toggle between Grid view and Blue Print view
- Blueprint view settings
- Line ITEM Formats
- Formulas & Function resources
- Add a Formula to a Line Item
- Build a Time Systems Module
- Time Functions
- Copying a Module
PART – VII
Importing into Modules
- Import Data to a Module
- Mapping Import data
PART – VIII
Revenue & Margin
- Copy Down & Across Feature
- Summary Settings
- Mapping Formulas
- Source to Target mappings in Formulas
- SUM Function
PART – IX
Price Growth
- Price growth assumption modules
- Lookup Function
- Using Pivot
PART – X
Employees & Other Expenses
- Employee & Non employee expenses
- Functional Areas
PART – XI
Profit & Loss reports
- Style settings
- Understanding the Model sze
- Using Model History
PART – XII
Dashboards
- Introduction to User Experience
- Sorting & Filtering
- Standard Filters
- Using Quick Filters
- Quick Filters and Dashboard design
- Customizing views
- Saved views for Model Builders
- Conditional formatting
- Create a new dashboard
- Publish a Module/Chart to a dashboard
- Synchronizing Dashboards
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