Anaplan Training
Introduction to Anaplan
Anaplan is a cloud-based planning and performance management platform that enables organizations to run their business functions more efficiently. This module introduces Anaplan, covering its core features, architecture, and use cases.
Getting Started with Anaplan
Learn how to set up and navigate the Anaplan platform. This section covers workspace management, model creation, and basic navigation. Explore how to configure user roles and permissions within Anaplan.
Model Building in Anaplan
Discover how to build models in Anaplan. Learn about modules, lists, and dashboards, and how they interact within a model. Explore best practices for designing and optimizing models for performance and scalability.
Data Integration and Management
Understand how to manage and integrate data within Anaplan. Learn about importing and exporting data, connecting to external data sources, and using Anaplan's API for automation. Explore techniques for ensuring data accuracy and consistency.
Advanced Modeling Techniques
Gain insights into advanced modeling techniques in Anaplan. Learn about complex formulas, data aggregation, and the use of time and version settings. Explore how to create sophisticated models that meet complex business requirements.
Reporting and Analytics
Learn how to create reports and perform analytics in Anaplan. Explore how to build dashboards, use KPIs, and generate reports for different audiences. Understand how to leverage Anaplan's analytical capabilities to drive business insights.
Collaboration and Workflow Management
Discover how to manage collaboration and workflows within Anaplan. Learn about the collaboration features, including task assignments and notifications. Explore how to create and manage workflows that align with your business processes.
Best Practices and Troubleshooting
Explore best practices for using Anaplan effectively and common troubleshooting techniques. Learn how to address issues, optimize performance, and ensure successful implementation of models and processes. Gain insights into maintaining a robust and efficient planning environment.
Anaplan Training Syllabus
1. Introduction to Anaplan
- Overview of Anaplan platform
- Benefits of using Anaplan for business planning
- Understanding Anaplan's modeling capabilities
2. Anaplan Basics
- Navigation and user interface
- Creating an Anaplan model
- Building modules and lists
- Importing data into Anaplan
3. Model Building
- Building models with multi-dimensional structures
- Understanding dimensions: Time, Geography, Products, etc.
- Creating and configuring modules
- Setting up hierarchies and line items
- Applying formulas and functions (SUM, LOOKUP, IF, etc.)
- Using system modules and selective access
4. Data Integration
- Integrating data from external sources (ERP systems, databases, etc.)
- Data synchronization and updates
- Using Anaplan Connect and APIs for automation
5. Advanced Model Development
- Advanced formula building (RANK, PARENT, PREVIOUS, etc.)
- Building complex models with multiple dimensions and scenarios
- Model optimization techniques
- Working with large datasets efficiently
6. Dashboards and Reporting
- Creating dashboards and visualizations
- Designing reports for stakeholders
- Using charts, graphs, and grids
- Implementing drill-down capabilities
7. Collaboration and Workflow
- Setting up users and roles
- Managing permissions and security
- Collaborative planning features
- Workflow automation and approvals
8. Advanced Topics
- Forecasting and predictive analytics
- Scenario planning and what-if analysis
- Anaplan UX (User Experience) and UX Design
- Integration with other tools and systems
9. Best Practices and Optimization
- Designing scalable models
- Performance optimization techniques
- Version control and model governance
10. Module Design Optimization
- Selective Access: Use selective access sparingly to restrict user access to data, improving performance by reducing the amount of data loaded.
- Module Size: Keep modules as lean as possible by limiting unnecessary line items and dimensions. Split large modules into smaller ones where feasible.
- Use of Lists: Optimize list hierarchies and reduce the number of list items where possible to streamline calculations.
11. Formula and Calculation Optimization
- Formula Efficiency: Write efficient formulas by minimizing nested IF statements and unnecessary calculations. Use boolean logic and hierarchy functions (PARENT, CHILDREN) effectively.
- Avoid Circular References: Design models to minimize circular references, which can slow down calculations.
- Use of System Modules: Utilize system modules for intermediate calculations to reduce complexity in main modules.
12. Case Studies and Hands-on Projects
- Practical applications of Anaplan in different industries
- Hands-on projects to apply learned concepts
- Case studies showcasing successful Anaplan implementations
13. Future Trends and Updates
- Keeping up with Anaplan's latest features and updates
- Emerging trends in business planning and performance management
Training
Basic Level Training
Duration : 1 Month
Advance Level Training
Duration : 1 Month
Project Level Training
Duration : 1 Month
Total Training Period
Duration : 3 Months
Course Mode :
Available Online / Offline
Course Fees :
Please contact the office for details