Mastering Anaplan: A Comprehensive Self-Assessment and Implementation Guide
Course Overview This comprehensive course is designed to help participants master Anaplan, a leading business planning and performance management platform. Through interactive and engaging lessons, participants will gain a deep understanding of Anaplan's features and functionality, as well as practical experience in implementing Anaplan solutions.
Course Objectives - Understand the fundamentals of Anaplan and its role in business planning and performance management
- Develop skills in Anaplan modeling, data integration, and dashboard creation
- Learn how to implement Anaplan solutions for financial planning, sales and operations planning, and other business use cases
- Develop expertise in Anaplan data analysis and visualization
- Understand best practices for Anaplan implementation and maintenance
Course Outline Module 1: Introduction to Anaplan
- Overview of Anaplan and its history
- Anaplan architecture and components
- Anaplan use cases and success stories
- Setting up an Anaplan environment
Module 2: Anaplan Modeling Fundamentals
- Introduction to Anaplan modeling concepts
- Creating and managing Anaplan models
- Defining and using Anaplan dimensions and attributes
- Building and managing Anaplan hierarchies
Module 3: Data Integration and Management
- Introduction to Anaplan data integration
- Connecting to external data sources
- Importing and exporting data in Anaplan
- Data validation and error handling
Module 4: Dashboard Creation and Visualization
- Introduction to Anaplan dashboard creation
- Building and customizing Anaplan dashboards
- Using Anaplan visualization tools
- Best practices for dashboard design and layout
Module 5: Financial Planning and Analysis
- Introduction to financial planning and analysis in Anaplan
- Building financial models and forecasts
- Creating financial reports and dashboards
- Using Anaplan for financial planning and analysis
Module 6: Sales and Operations Planning
- Introduction to sales and operations planning in Anaplan
- Building sales and operations planning models
- Creating sales and operations planning reports and dashboards
- Using Anaplan for sales and operations planning
Module 7: Data Analysis and Visualization
- Introduction to data analysis and visualization in Anaplan
- Using Anaplan data analysis tools
- Creating data visualizations in Anaplan
- Best practices for data analysis and visualization
Module 8: Implementation and Maintenance
- Introduction to Anaplan implementation and maintenance
- Planning and executing an Anaplan implementation
- Configuring and managing Anaplan security
- Monitoring and optimizing Anaplan performance
Module 9: Advanced Anaplan Topics
- Introduction to advanced Anaplan topics
- Using Anaplan APIs and integrations
- Building custom Anaplan applications
- Using Anaplan for machine learning and predictive analytics
Module 10: Certification and Final Project
- Review of course material and objectives
- Final project and certification exam
- Course wrap-up and next steps
Course Features - Interactive and engaging lessons: Learn through hands-on exercises and real-world examples
- Comprehensive and up-to-date content: Stay current with the latest Anaplan features and best practices
- Expert instructors: Learn from experienced Anaplan professionals and practitioners
- Certification: Receive a certificate upon completion, issued by The Art of Service
- Flexible learning: Access course materials and lessons at your own pace
- User-friendly platform: Navigate and access course materials with ease
- Mobile-accessible: Access course materials on-the-go
- Community-driven: Connect with other learners and Anaplan professionals
- Actionable insights: Apply course knowledge to real-world scenarios and projects
- Hands-on projects: Practice and reinforce course concepts through hands-on exercises
- Bite-sized lessons: Learn in manageable chunks, at your own pace
- Lifetime access: Access course materials and updates, forever
- Gamification: Engage with course materials and track progress through interactive features
- Progress tracking: Monitor and track progress, every step of the way
Course Prerequisites None. This course is designed for beginners and experienced Anaplan users alike.
Course Format Online, self-paced learning.
Course Duration Approximately 40 hours of course material and instruction.,
- Understand the fundamentals of Anaplan and its role in business planning and performance management
- Develop skills in Anaplan modeling, data integration, and dashboard creation
- Learn how to implement Anaplan solutions for financial planning, sales and operations planning, and other business use cases
- Develop expertise in Anaplan data analysis and visualization
- Understand best practices for Anaplan implementation and maintenance
Course Outline Module 1: Introduction to Anaplan
- Overview of Anaplan and its history
- Anaplan architecture and components
- Anaplan use cases and success stories
- Setting up an Anaplan environment
Module 2: Anaplan Modeling Fundamentals
- Introduction to Anaplan modeling concepts
- Creating and managing Anaplan models
- Defining and using Anaplan dimensions and attributes
- Building and managing Anaplan hierarchies
Module 3: Data Integration and Management
- Introduction to Anaplan data integration
- Connecting to external data sources
- Importing and exporting data in Anaplan
- Data validation and error handling
Module 4: Dashboard Creation and Visualization
- Introduction to Anaplan dashboard creation
- Building and customizing Anaplan dashboards
- Using Anaplan visualization tools
- Best practices for dashboard design and layout
Module 5: Financial Planning and Analysis
- Introduction to financial planning and analysis in Anaplan
- Building financial models and forecasts
- Creating financial reports and dashboards
- Using Anaplan for financial planning and analysis
Module 6: Sales and Operations Planning
- Introduction to sales and operations planning in Anaplan
- Building sales and operations planning models
- Creating sales and operations planning reports and dashboards
- Using Anaplan for sales and operations planning
Module 7: Data Analysis and Visualization
- Introduction to data analysis and visualization in Anaplan
- Using Anaplan data analysis tools
- Creating data visualizations in Anaplan
- Best practices for data analysis and visualization
Module 8: Implementation and Maintenance
- Introduction to Anaplan implementation and maintenance
- Planning and executing an Anaplan implementation
- Configuring and managing Anaplan security
- Monitoring and optimizing Anaplan performance
Module 9: Advanced Anaplan Topics
- Introduction to advanced Anaplan topics
- Using Anaplan APIs and integrations
- Building custom Anaplan applications
- Using Anaplan for machine learning and predictive analytics
Module 10: Certification and Final Project
- Review of course material and objectives
- Final project and certification exam
- Course wrap-up and next steps
Course Features - Interactive and engaging lessons: Learn through hands-on exercises and real-world examples
- Comprehensive and up-to-date content: Stay current with the latest Anaplan features and best practices
- Expert instructors: Learn from experienced Anaplan professionals and practitioners
- Certification: Receive a certificate upon completion, issued by The Art of Service
- Flexible learning: Access course materials and lessons at your own pace
- User-friendly platform: Navigate and access course materials with ease
- Mobile-accessible: Access course materials on-the-go
- Community-driven: Connect with other learners and Anaplan professionals
- Actionable insights: Apply course knowledge to real-world scenarios and projects
- Hands-on projects: Practice and reinforce course concepts through hands-on exercises
- Bite-sized lessons: Learn in manageable chunks, at your own pace
- Lifetime access: Access course materials and updates, forever
- Gamification: Engage with course materials and track progress through interactive features
- Progress tracking: Monitor and track progress, every step of the way
Course Prerequisites None. This course is designed for beginners and experienced Anaplan users alike.
Course Format Online, self-paced learning.
Course Duration Approximately 40 hours of course material and instruction.,
- Interactive and engaging lessons: Learn through hands-on exercises and real-world examples
- Comprehensive and up-to-date content: Stay current with the latest Anaplan features and best practices
- Expert instructors: Learn from experienced Anaplan professionals and practitioners
- Certification: Receive a certificate upon completion, issued by The Art of Service
- Flexible learning: Access course materials and lessons at your own pace
- User-friendly platform: Navigate and access course materials with ease
- Mobile-accessible: Access course materials on-the-go
- Community-driven: Connect with other learners and Anaplan professionals
- Actionable insights: Apply course knowledge to real-world scenarios and projects
- Hands-on projects: Practice and reinforce course concepts through hands-on exercises
- Bite-sized lessons: Learn in manageable chunks, at your own pace
- Lifetime access: Access course materials and updates, forever
- Gamification: Engage with course materials and track progress through interactive features
- Progress tracking: Monitor and track progress, every step of the way