Anaplan A Complete Guide
You're not behind because you're not trying hard enough. You're behind because you're working without the right blueprint - a structured, proven, industry-validated path to mastery of Anaplan that delivers measurable business impact. Right now, incomplete knowledge is costing you credibility in planning meetings, slowing your model builds, and leaving you vulnerable when stakeholders challenge your assumptions. The difference between being seen as a technical operator and a strategic advisor comes down to one thing: depth of execution. Anaplan A Complete Guide closes that gap. This is not a surface-level overview. It's a boardroom-ready, auditor-tested framework that transforms how you design, build, validate, and scale performance planning models - going from concept to fully governed Anaplan solution in as little as 30 days, with versioned documentation ready for compliance review. One senior FP&A analyst at a Fortune 500 firm used this system to rebuild a fragmented sales forecasting process into a single-source-of-truth model. Result? Forecast accuracy improved by 42%, and the model became the foundation for their enterprise-wide Anaplan rollout. That kind of leap isn’t luck - it’s reproducible with the right methodology. You don’t need more time. You need precision. Clarity. A system that works, step-by-step, even under audit pressure or tight deadlines. This course gives you exactly that - battle-tested workflows, model architecture patterns, data integration tactics, and governance rules used by top-tier consultants and in-house centres of excellence. Here’s how this course is structured to help you get there.Course Format & Delivery Details Anaplan A Complete Guide is a self-paced, on-demand learning experience designed for professionals who need flexibility without sacrificing rigour. Whether you're leading digital transformation, managing enterprise planning, or building Anaplan models daily, this course adapts to your schedule - not the other way around. Immediate Online Access, Zero Deadlines
There are no fixed start dates, no weekly releases, and no time zones to coordinate. Once enrolled, you gain full access to all course materials on any device. Study during commute hours, late at night, or between meetings - your progress is saved, synced, and always available. Fast-Track Your Results
Most learners complete the core curriculum in 20–30 hours, with many achieving their first fully documented, audit-ready model within two weeks. You can pick up a single module to solve an urgent business problem - like reconciling dashboards across legal entities - and apply it immediately. Lifetime Access & Continuous Updates
This isn’t a one-time download with outdated screenshots. You receive permanent access to the course content, including all future revisions at no additional cost. As Anaplan releases new features or updates best practices, you’ll get immediate access to revised documentation, governance templates, and integration patterns. Mobile-Friendly, 24/7 Global Access
Access the full course interface on smartphones, tablets, and laptops. All diagrams, checklists, and templates are optimised for readability on any screen size, so you can troubleshoot a model conflict while on-site with stakeholders or prepare for deployment validations on the go. Expert-Backed Guidance & Support
You are not left to figure it out alone. This course includes structured support through detailed walkthroughs, annotated decision trees, and expert commentary embedded directly in each module. Plus, you’ll have access to direct response channels for clarification on complex scenarios, such as multi-currency allocation logic or cross-model dependencies. Certificate of Completion Issued by The Art of Service
Upon finishing, you’ll earn a globally recognised Certificate of Completion issued by The Art of Service - a credential trusted by enterprises, audit firms, and hiring managers worldwide. This isn’t a participation trophy; it verifies mastery of Anaplan's full lifecycle, from blueprinting to post-deployment governance. It’s shared on LinkedIn, attached to RFPs, and used to justify promotions. Transparent, One-Time Pricing - No Hidden Fees
You pay one straightforward price. There are no subscription traps, upsells, or renewal surprises. The fee includes everything: content, templates, tools, and certification. No extra charges ever. Accepted Payment Methods
We accept Visa, Mastercard, and PayPal - all processed securely with bank-level encryption. Your payment information is never stored or shared. 90-Day Satisfied-or-Refunded Guarantee
If you complete the first three modules and don’t believe this course will advance your career, we’ll refund every penny. No questions, no forms, no hassle. This is our promise to eliminate your risk and affirm the quality of what you’re about to learn. You’ll Get Access When Ready - No Pressure, Total Clarity
After enrollment, you’ll receive a confirmation email. Your access credentials and course entry details will be sent in a separate notification once your materials are fully prepared. This ensures every component is precise, updated, and ready for effective learning. This Works Even If...
You’ve tried other Anaplan resources and didn’t retain what you learned. You’re not a developer but need to build enterprise-grade models. Your organisation uses Anaplan inconsistently, or you’re preparing for an implementation audit. This course works even if you’ve never led a full lifecycle deployment - because it gives you the exact frameworks top consultants use to deliver under pressure. Real FP&A leads, supply chain architects, and IT project owners have used this curriculum to standardise their workflows, reduce model errors by over 60%, and position themselves as go-to experts. The structure is role-aware, outcome-focused, and built on real-world complexity - not hypotheticals. Your success is not left to chance. With clear milestones, validation checklists, and alignment to Anaplan’s own implementation methodology, you’ll move from uncertainty to confidence - faster than you thought possible.
Module 1: Introduction to Anaplan and Strategic Value - What is Anaplan and why it redefines enterprise planning
- Understanding the shift from static spreadsheets to dynamic connected planning
- Core advantages over traditional ERP and BI tools
- Key use cases across finance, sales, supply chain, and HR
- Identifying high-impact departments for Anaplan adoption
- Comparing Anaplan with competitors like Oracle Hyperion and IBM Planning Analytics
- Understanding the Anaplan platform ecosystem and architecture
- Recognising the role of Anaplan in digital transformation strategies
- Mapping business drivers to Anaplan’s value proposition
- Introduction to the Anaplan Way methodology
Module 2: Foundational Concepts and Data Modelling Basics - Understanding dimensions and their role in data organisation
- Defining lists, properties, and hierarchy structures
- Creating flat and hierarchical lists with best practices
- Using system lists and their functions
- Differences between native and custom lists
- Introduction to line items and their configuration
- Data types and formatting standards
- Setting up time settings and fiscal calendar alignment
- Understanding users, roles, and workspace access levels
- Applying grooming rules to clean incoming data
Module 3: Building Your First Model - Creating a new model from template vs scratch
- Structuring the model for scalability and performance
- Importing initial data sets using drag-and-drop methods
- Setting up assumptions and driver-based inputs
- Configuring summary settings for roll-ups
- Using formula syntax and best practices
- Building simple calculations with IF THEN ELSE logic
- Validating model logic with trace debugging
- Setting up input forms for business users
- Testing user access and edit permissions
Module 4: Advanced Formula and Calculation Techniques - Mastery of Anaplan formula language syntax
- Using LOOKUP, OFFSET, and RANK functions effectively
- Applying SUM, AVERAGE, MIN, MAX with dimensional precision
- Handling data across time with moving averages and periodic logic
- Creating version-based forecasts and scenario comparisons
- Using Boolean logic for conditional calculations
- Implementing cumulative totals and year-to-date tracking
- Nesting functions for complex business logic
- Optimising formulas for model performance
- Debugging common calculation errors like circular references
Module 5: Data Integration and Connectivity - Overview of Anaplan Connect and its use cases
- Setting up secure authentication for data transfers
- Configuring batch file imports and exports
- Using APIs to sync with ERP systems like SAP and Oracle
- Automating data feeds with scheduler tools
- Mapping source data fields to Anaplan lists and modules
- Handling data transformation during ingestion
- Validating data integrity post-load
- Setting up error logs and alert notifications
- Best practices for secure, auditable data pipelines
Module 6: Dashboard and Visualisation Design - Creating boardroom-ready dashboards for executive review
- Choosing the right chart types for KPIs
- Using grids, charts, and scorecards effectively
- Applying conditional formatting to highlight variances
- Building dynamic views with user-selectable filters
- Configuring drill-down capabilities in visual reports
- Implementing real-time alerts and threshold indicators
- Aligning dashboard design with stakeholder needs
- Exporting reports to PDF and PowerPoint formats
- Performance optimisation for large datasets in visuals
Module 7: User Experience and Input Management - Designing intuitive input templates for non-technical users
- Configuring data entry workflows with task management
- Setting up approval processes for submissions
- Using comments and annotations for collaboration
- Enabling email notifications for updates and deadlines
- Building guided workflows for month-end close
- Implementing data validation rules at input
- Preventing accidental overwrites with locking logic
- Creating user-specific views based on roles
- Testing UX workflows end-to-end
Module 8: Model Governance and Lifecycle Management - Establishing model ownership and stewardship roles
- Documenting model logic and assumptions for audit
- Version control and change tracking best practices
- Using model history to review revisions
- Setting up backup and recovery protocols
- Conducting peer reviews and walkthroughs
- Creating model run books and operational playbooks
- Managing model deprecation and sunsetting
- Compliance with SOX, GDPR, and internal controls
- Integrating Anaplan into broader IT governance
Module 9: Performance Optimisation and Scalability - Identifying performance bottlenecks in complex models
- Reducing cell count through list optimisation
- Using summary settings to improve calculation speed
- Eliminating unnecessary line items and modules
- Choosing between module and list properties wisely
- Caching strategies for frequently used data
- Minimising cross-module references
- Optimising time range settings for long-range forecasts
- Testing model response times under load
- Scaling models from pilot to enterprise rollout
Module 10: Advanced Modelling: Hierarchies and Subsets - Building multi-level organisational hierarchies
- Managing alternate hierarchies for reporting needs
- Creating subsets for focused analysis and security
- Using built-in subsets vs user-defined subsets
- Applying subset-based permissions for data visibility
- Dynamic subset creation with formulas
- Working with ragged and unbalanced hierarchies
- Resolving hierarchy conflicts during integration
- Using hierarchies in allocation and distribution logic
- Maintaining hierarchy integrity during data loads
Module 11: Allocations, Distributions, and Apportionment - Understanding the allocation engine in Anaplan
- Setting up source and target modules for apportionment
- Using drivers to control distribution logic
- Building fixed and proportional allocation models
- Configuring bidirectional adjustments in allocations
- Handling zero or missing driver values gracefully
- Validating allocation outputs with reconciliation checks
- Integrating allocations into financial consolidation
- Using overlays for executive overrides
- Documenting allocation logic for auditability
Module 12: Scenario Planning and Forecasting - Creating multiple forecast versions for comparison
- Setting up base, upside, and downside scenarios
- Using time-series forecasting techniques in Anaplan
- Incorporating market and macroeconomic drivers
- Running what-if analyses with adjustable inputs
- Automating scenario cloning and reset functions
- Comparing scenarios with variance dashboards
- Using forecasting confidence intervals and error metrics
- Integrating predictive assumptions from external sources
- Presenting forecast narratives to executive teams
Module 13: Actionable Workflows and Task Management - Designing workflow sequences for planning cycles
- Assigning tasks with deadlines and responsibilities
- Tracking completion status across teams
- Using reminders and escalations for overdue items
- Integrating workflows with calendar systems
- Building month-end close checklists
- Linking tasks to model updates and submissions
- Creating recurring workflows for ongoing processes
- Monitoring workflow performance over time
- Documenting process adherence for audit
Module 14: Anaplan Certifications and Career Advancement - Overview of Anaplan certification paths: Academy and Partner
- Preparing for the Anaplan Model Builder certification
- Understanding exam structure and key topics
- Using this course to meet 90% of certification objectives
- Building a professional portfolio with sample models
- Leveraging the Certificate of Completion issued by The Art of Service
- Updating your resume and LinkedIn profile with new credentials
- Positioning yourself for internal promotions or new roles
- Networking with Anaplan user groups and communities
- Negotiating higher compensation based on technical mastery
Module 15: Cross-Functional Use Case Deep Dives - Designing a sales forecasting model with pipeline inputs
- Building a headcount and compensation planning module
- Creating a product profitability analysis model
- Modelling capital expenditure and depreciation
- Designing supply chain inventory optimisation logic
- Integrating demand planning with production capacity
- Building marketing campaign ROI tracking
- Creating regional performance scorecards
- Modelling M&A integration scenarios
- Designing ESG and sustainability reporting dashboards
Module 16: Master Data Management and List Design - Defining golden records for customers, products, and SKUs
- Using composite lists and saved views
- Managing list growth and duplication risks
- Implementing list imports with conflict resolution
- Using list actions for lifecycle management
- Creating dynamic lists based on business rules
- Handling inactive list members and archival
- Linking list properties to external identifiers
- Using native hierarchies versus flat lists
- Optimising list size for model performance
Module 17: Security, Permissions, and Access Control - Understanding roles: Admin, Author, Viewer, and Custom
- Setting up role-based access at model and module levels
- Using views to control data exposure
- Implementing cell-level access with Boolean guards
- Managing user groups and access policies
- Auditing access changes and login history
- Securing sensitive data like compensation and margins
- Integrating with SSO and identity providers
- Conducting access reviews for compliance
- Documenting security settings for SOX audits
Module 18: Model Deployment and Change Management - Planning phased model rollouts to business units
- Conducting user training sessions and workshops
- Creating user guides and quick-reference documents
- Gathering feedback during pilot testing
- Managing stakeholder expectations during transition
- Handling resistance to new workflows
- Measuring adoption using usage analytics
- Scheduling go-live with rollback procedures
- Post-deployment support and hypercare planning
- Establishing continuous improvement cycles
Module 19: Troubleshooting and Error Resolution - Diagnosing #INVALID and #MISSING errors
- Fixing data type mismatches
- Resolving dimension mismatches in formulas
- Handling import errors due to formatting issues
- Debugging circular reference warnings
- Using the formula audit trail for transparency
- Interpreting system logs and error messages
- Testing fixes in sandbox environments
- Documenting known issues and workarounds
- Escalating bugs to Anaplan support with clarity
Module 20: Real-World Project: End-to-End Financial Planning Model - Defining project scope and stakeholder requirements
- Blueprinting the model structure and data sources
- Creating lists for organisational units and accounts
- Designing time and version settings
- Building input modules for revenue and expense drivers
- Setting up calculation modules for P&L, Balance Sheet, and Cash Flow
- Integrating tax and depreciation calculations
- Creating allocation logic for shared costs
- Linking operating and financial models
- Validating outputs with historical benchmarks
- Building executive dashboards with KPIs
- Setting up version comparisons and variance reports
- Configuring user roles and access levels
- Implementing approval workflows for submissions
- Documenting model assumptions and logic
- Preparing run book for handover
- Conducting peer review and final testing
- Finalising model for production use
- Soliciting feedback from business users
- Updating model based on post-launch insights
- What is Anaplan and why it redefines enterprise planning
- Understanding the shift from static spreadsheets to dynamic connected planning
- Core advantages over traditional ERP and BI tools
- Key use cases across finance, sales, supply chain, and HR
- Identifying high-impact departments for Anaplan adoption
- Comparing Anaplan with competitors like Oracle Hyperion and IBM Planning Analytics
- Understanding the Anaplan platform ecosystem and architecture
- Recognising the role of Anaplan in digital transformation strategies
- Mapping business drivers to Anaplan’s value proposition
- Introduction to the Anaplan Way methodology
Module 2: Foundational Concepts and Data Modelling Basics - Understanding dimensions and their role in data organisation
- Defining lists, properties, and hierarchy structures
- Creating flat and hierarchical lists with best practices
- Using system lists and their functions
- Differences between native and custom lists
- Introduction to line items and their configuration
- Data types and formatting standards
- Setting up time settings and fiscal calendar alignment
- Understanding users, roles, and workspace access levels
- Applying grooming rules to clean incoming data
Module 3: Building Your First Model - Creating a new model from template vs scratch
- Structuring the model for scalability and performance
- Importing initial data sets using drag-and-drop methods
- Setting up assumptions and driver-based inputs
- Configuring summary settings for roll-ups
- Using formula syntax and best practices
- Building simple calculations with IF THEN ELSE logic
- Validating model logic with trace debugging
- Setting up input forms for business users
- Testing user access and edit permissions
Module 4: Advanced Formula and Calculation Techniques - Mastery of Anaplan formula language syntax
- Using LOOKUP, OFFSET, and RANK functions effectively
- Applying SUM, AVERAGE, MIN, MAX with dimensional precision
- Handling data across time with moving averages and periodic logic
- Creating version-based forecasts and scenario comparisons
- Using Boolean logic for conditional calculations
- Implementing cumulative totals and year-to-date tracking
- Nesting functions for complex business logic
- Optimising formulas for model performance
- Debugging common calculation errors like circular references
Module 5: Data Integration and Connectivity - Overview of Anaplan Connect and its use cases
- Setting up secure authentication for data transfers
- Configuring batch file imports and exports
- Using APIs to sync with ERP systems like SAP and Oracle
- Automating data feeds with scheduler tools
- Mapping source data fields to Anaplan lists and modules
- Handling data transformation during ingestion
- Validating data integrity post-load
- Setting up error logs and alert notifications
- Best practices for secure, auditable data pipelines
Module 6: Dashboard and Visualisation Design - Creating boardroom-ready dashboards for executive review
- Choosing the right chart types for KPIs
- Using grids, charts, and scorecards effectively
- Applying conditional formatting to highlight variances
- Building dynamic views with user-selectable filters
- Configuring drill-down capabilities in visual reports
- Implementing real-time alerts and threshold indicators
- Aligning dashboard design with stakeholder needs
- Exporting reports to PDF and PowerPoint formats
- Performance optimisation for large datasets in visuals
Module 7: User Experience and Input Management - Designing intuitive input templates for non-technical users
- Configuring data entry workflows with task management
- Setting up approval processes for submissions
- Using comments and annotations for collaboration
- Enabling email notifications for updates and deadlines
- Building guided workflows for month-end close
- Implementing data validation rules at input
- Preventing accidental overwrites with locking logic
- Creating user-specific views based on roles
- Testing UX workflows end-to-end
Module 8: Model Governance and Lifecycle Management - Establishing model ownership and stewardship roles
- Documenting model logic and assumptions for audit
- Version control and change tracking best practices
- Using model history to review revisions
- Setting up backup and recovery protocols
- Conducting peer reviews and walkthroughs
- Creating model run books and operational playbooks
- Managing model deprecation and sunsetting
- Compliance with SOX, GDPR, and internal controls
- Integrating Anaplan into broader IT governance
Module 9: Performance Optimisation and Scalability - Identifying performance bottlenecks in complex models
- Reducing cell count through list optimisation
- Using summary settings to improve calculation speed
- Eliminating unnecessary line items and modules
- Choosing between module and list properties wisely
- Caching strategies for frequently used data
- Minimising cross-module references
- Optimising time range settings for long-range forecasts
- Testing model response times under load
- Scaling models from pilot to enterprise rollout
Module 10: Advanced Modelling: Hierarchies and Subsets - Building multi-level organisational hierarchies
- Managing alternate hierarchies for reporting needs
- Creating subsets for focused analysis and security
- Using built-in subsets vs user-defined subsets
- Applying subset-based permissions for data visibility
- Dynamic subset creation with formulas
- Working with ragged and unbalanced hierarchies
- Resolving hierarchy conflicts during integration
- Using hierarchies in allocation and distribution logic
- Maintaining hierarchy integrity during data loads
Module 11: Allocations, Distributions, and Apportionment - Understanding the allocation engine in Anaplan
- Setting up source and target modules for apportionment
- Using drivers to control distribution logic
- Building fixed and proportional allocation models
- Configuring bidirectional adjustments in allocations
- Handling zero or missing driver values gracefully
- Validating allocation outputs with reconciliation checks
- Integrating allocations into financial consolidation
- Using overlays for executive overrides
- Documenting allocation logic for auditability
Module 12: Scenario Planning and Forecasting - Creating multiple forecast versions for comparison
- Setting up base, upside, and downside scenarios
- Using time-series forecasting techniques in Anaplan
- Incorporating market and macroeconomic drivers
- Running what-if analyses with adjustable inputs
- Automating scenario cloning and reset functions
- Comparing scenarios with variance dashboards
- Using forecasting confidence intervals and error metrics
- Integrating predictive assumptions from external sources
- Presenting forecast narratives to executive teams
Module 13: Actionable Workflows and Task Management - Designing workflow sequences for planning cycles
- Assigning tasks with deadlines and responsibilities
- Tracking completion status across teams
- Using reminders and escalations for overdue items
- Integrating workflows with calendar systems
- Building month-end close checklists
- Linking tasks to model updates and submissions
- Creating recurring workflows for ongoing processes
- Monitoring workflow performance over time
- Documenting process adherence for audit
Module 14: Anaplan Certifications and Career Advancement - Overview of Anaplan certification paths: Academy and Partner
- Preparing for the Anaplan Model Builder certification
- Understanding exam structure and key topics
- Using this course to meet 90% of certification objectives
- Building a professional portfolio with sample models
- Leveraging the Certificate of Completion issued by The Art of Service
- Updating your resume and LinkedIn profile with new credentials
- Positioning yourself for internal promotions or new roles
- Networking with Anaplan user groups and communities
- Negotiating higher compensation based on technical mastery
Module 15: Cross-Functional Use Case Deep Dives - Designing a sales forecasting model with pipeline inputs
- Building a headcount and compensation planning module
- Creating a product profitability analysis model
- Modelling capital expenditure and depreciation
- Designing supply chain inventory optimisation logic
- Integrating demand planning with production capacity
- Building marketing campaign ROI tracking
- Creating regional performance scorecards
- Modelling M&A integration scenarios
- Designing ESG and sustainability reporting dashboards
Module 16: Master Data Management and List Design - Defining golden records for customers, products, and SKUs
- Using composite lists and saved views
- Managing list growth and duplication risks
- Implementing list imports with conflict resolution
- Using list actions for lifecycle management
- Creating dynamic lists based on business rules
- Handling inactive list members and archival
- Linking list properties to external identifiers
- Using native hierarchies versus flat lists
- Optimising list size for model performance
Module 17: Security, Permissions, and Access Control - Understanding roles: Admin, Author, Viewer, and Custom
- Setting up role-based access at model and module levels
- Using views to control data exposure
- Implementing cell-level access with Boolean guards
- Managing user groups and access policies
- Auditing access changes and login history
- Securing sensitive data like compensation and margins
- Integrating with SSO and identity providers
- Conducting access reviews for compliance
- Documenting security settings for SOX audits
Module 18: Model Deployment and Change Management - Planning phased model rollouts to business units
- Conducting user training sessions and workshops
- Creating user guides and quick-reference documents
- Gathering feedback during pilot testing
- Managing stakeholder expectations during transition
- Handling resistance to new workflows
- Measuring adoption using usage analytics
- Scheduling go-live with rollback procedures
- Post-deployment support and hypercare planning
- Establishing continuous improvement cycles
Module 19: Troubleshooting and Error Resolution - Diagnosing #INVALID and #MISSING errors
- Fixing data type mismatches
- Resolving dimension mismatches in formulas
- Handling import errors due to formatting issues
- Debugging circular reference warnings
- Using the formula audit trail for transparency
- Interpreting system logs and error messages
- Testing fixes in sandbox environments
- Documenting known issues and workarounds
- Escalating bugs to Anaplan support with clarity
Module 20: Real-World Project: End-to-End Financial Planning Model - Defining project scope and stakeholder requirements
- Blueprinting the model structure and data sources
- Creating lists for organisational units and accounts
- Designing time and version settings
- Building input modules for revenue and expense drivers
- Setting up calculation modules for P&L, Balance Sheet, and Cash Flow
- Integrating tax and depreciation calculations
- Creating allocation logic for shared costs
- Linking operating and financial models
- Validating outputs with historical benchmarks
- Building executive dashboards with KPIs
- Setting up version comparisons and variance reports
- Configuring user roles and access levels
- Implementing approval workflows for submissions
- Documenting model assumptions and logic
- Preparing run book for handover
- Conducting peer review and final testing
- Finalising model for production use
- Soliciting feedback from business users
- Updating model based on post-launch insights
- Creating a new model from template vs scratch
- Structuring the model for scalability and performance
- Importing initial data sets using drag-and-drop methods
- Setting up assumptions and driver-based inputs
- Configuring summary settings for roll-ups
- Using formula syntax and best practices
- Building simple calculations with IF THEN ELSE logic
- Validating model logic with trace debugging
- Setting up input forms for business users
- Testing user access and edit permissions
Module 4: Advanced Formula and Calculation Techniques - Mastery of Anaplan formula language syntax
- Using LOOKUP, OFFSET, and RANK functions effectively
- Applying SUM, AVERAGE, MIN, MAX with dimensional precision
- Handling data across time with moving averages and periodic logic
- Creating version-based forecasts and scenario comparisons
- Using Boolean logic for conditional calculations
- Implementing cumulative totals and year-to-date tracking
- Nesting functions for complex business logic
- Optimising formulas for model performance
- Debugging common calculation errors like circular references
Module 5: Data Integration and Connectivity - Overview of Anaplan Connect and its use cases
- Setting up secure authentication for data transfers
- Configuring batch file imports and exports
- Using APIs to sync with ERP systems like SAP and Oracle
- Automating data feeds with scheduler tools
- Mapping source data fields to Anaplan lists and modules
- Handling data transformation during ingestion
- Validating data integrity post-load
- Setting up error logs and alert notifications
- Best practices for secure, auditable data pipelines
Module 6: Dashboard and Visualisation Design - Creating boardroom-ready dashboards for executive review
- Choosing the right chart types for KPIs
- Using grids, charts, and scorecards effectively
- Applying conditional formatting to highlight variances
- Building dynamic views with user-selectable filters
- Configuring drill-down capabilities in visual reports
- Implementing real-time alerts and threshold indicators
- Aligning dashboard design with stakeholder needs
- Exporting reports to PDF and PowerPoint formats
- Performance optimisation for large datasets in visuals
Module 7: User Experience and Input Management - Designing intuitive input templates for non-technical users
- Configuring data entry workflows with task management
- Setting up approval processes for submissions
- Using comments and annotations for collaboration
- Enabling email notifications for updates and deadlines
- Building guided workflows for month-end close
- Implementing data validation rules at input
- Preventing accidental overwrites with locking logic
- Creating user-specific views based on roles
- Testing UX workflows end-to-end
Module 8: Model Governance and Lifecycle Management - Establishing model ownership and stewardship roles
- Documenting model logic and assumptions for audit
- Version control and change tracking best practices
- Using model history to review revisions
- Setting up backup and recovery protocols
- Conducting peer reviews and walkthroughs
- Creating model run books and operational playbooks
- Managing model deprecation and sunsetting
- Compliance with SOX, GDPR, and internal controls
- Integrating Anaplan into broader IT governance
Module 9: Performance Optimisation and Scalability - Identifying performance bottlenecks in complex models
- Reducing cell count through list optimisation
- Using summary settings to improve calculation speed
- Eliminating unnecessary line items and modules
- Choosing between module and list properties wisely
- Caching strategies for frequently used data
- Minimising cross-module references
- Optimising time range settings for long-range forecasts
- Testing model response times under load
- Scaling models from pilot to enterprise rollout
Module 10: Advanced Modelling: Hierarchies and Subsets - Building multi-level organisational hierarchies
- Managing alternate hierarchies for reporting needs
- Creating subsets for focused analysis and security
- Using built-in subsets vs user-defined subsets
- Applying subset-based permissions for data visibility
- Dynamic subset creation with formulas
- Working with ragged and unbalanced hierarchies
- Resolving hierarchy conflicts during integration
- Using hierarchies in allocation and distribution logic
- Maintaining hierarchy integrity during data loads
Module 11: Allocations, Distributions, and Apportionment - Understanding the allocation engine in Anaplan
- Setting up source and target modules for apportionment
- Using drivers to control distribution logic
- Building fixed and proportional allocation models
- Configuring bidirectional adjustments in allocations
- Handling zero or missing driver values gracefully
- Validating allocation outputs with reconciliation checks
- Integrating allocations into financial consolidation
- Using overlays for executive overrides
- Documenting allocation logic for auditability
Module 12: Scenario Planning and Forecasting - Creating multiple forecast versions for comparison
- Setting up base, upside, and downside scenarios
- Using time-series forecasting techniques in Anaplan
- Incorporating market and macroeconomic drivers
- Running what-if analyses with adjustable inputs
- Automating scenario cloning and reset functions
- Comparing scenarios with variance dashboards
- Using forecasting confidence intervals and error metrics
- Integrating predictive assumptions from external sources
- Presenting forecast narratives to executive teams
Module 13: Actionable Workflows and Task Management - Designing workflow sequences for planning cycles
- Assigning tasks with deadlines and responsibilities
- Tracking completion status across teams
- Using reminders and escalations for overdue items
- Integrating workflows with calendar systems
- Building month-end close checklists
- Linking tasks to model updates and submissions
- Creating recurring workflows for ongoing processes
- Monitoring workflow performance over time
- Documenting process adherence for audit
Module 14: Anaplan Certifications and Career Advancement - Overview of Anaplan certification paths: Academy and Partner
- Preparing for the Anaplan Model Builder certification
- Understanding exam structure and key topics
- Using this course to meet 90% of certification objectives
- Building a professional portfolio with sample models
- Leveraging the Certificate of Completion issued by The Art of Service
- Updating your resume and LinkedIn profile with new credentials
- Positioning yourself for internal promotions or new roles
- Networking with Anaplan user groups and communities
- Negotiating higher compensation based on technical mastery
Module 15: Cross-Functional Use Case Deep Dives - Designing a sales forecasting model with pipeline inputs
- Building a headcount and compensation planning module
- Creating a product profitability analysis model
- Modelling capital expenditure and depreciation
- Designing supply chain inventory optimisation logic
- Integrating demand planning with production capacity
- Building marketing campaign ROI tracking
- Creating regional performance scorecards
- Modelling M&A integration scenarios
- Designing ESG and sustainability reporting dashboards
Module 16: Master Data Management and List Design - Defining golden records for customers, products, and SKUs
- Using composite lists and saved views
- Managing list growth and duplication risks
- Implementing list imports with conflict resolution
- Using list actions for lifecycle management
- Creating dynamic lists based on business rules
- Handling inactive list members and archival
- Linking list properties to external identifiers
- Using native hierarchies versus flat lists
- Optimising list size for model performance
Module 17: Security, Permissions, and Access Control - Understanding roles: Admin, Author, Viewer, and Custom
- Setting up role-based access at model and module levels
- Using views to control data exposure
- Implementing cell-level access with Boolean guards
- Managing user groups and access policies
- Auditing access changes and login history
- Securing sensitive data like compensation and margins
- Integrating with SSO and identity providers
- Conducting access reviews for compliance
- Documenting security settings for SOX audits
Module 18: Model Deployment and Change Management - Planning phased model rollouts to business units
- Conducting user training sessions and workshops
- Creating user guides and quick-reference documents
- Gathering feedback during pilot testing
- Managing stakeholder expectations during transition
- Handling resistance to new workflows
- Measuring adoption using usage analytics
- Scheduling go-live with rollback procedures
- Post-deployment support and hypercare planning
- Establishing continuous improvement cycles
Module 19: Troubleshooting and Error Resolution - Diagnosing #INVALID and #MISSING errors
- Fixing data type mismatches
- Resolving dimension mismatches in formulas
- Handling import errors due to formatting issues
- Debugging circular reference warnings
- Using the formula audit trail for transparency
- Interpreting system logs and error messages
- Testing fixes in sandbox environments
- Documenting known issues and workarounds
- Escalating bugs to Anaplan support with clarity
Module 20: Real-World Project: End-to-End Financial Planning Model - Defining project scope and stakeholder requirements
- Blueprinting the model structure and data sources
- Creating lists for organisational units and accounts
- Designing time and version settings
- Building input modules for revenue and expense drivers
- Setting up calculation modules for P&L, Balance Sheet, and Cash Flow
- Integrating tax and depreciation calculations
- Creating allocation logic for shared costs
- Linking operating and financial models
- Validating outputs with historical benchmarks
- Building executive dashboards with KPIs
- Setting up version comparisons and variance reports
- Configuring user roles and access levels
- Implementing approval workflows for submissions
- Documenting model assumptions and logic
- Preparing run book for handover
- Conducting peer review and final testing
- Finalising model for production use
- Soliciting feedback from business users
- Updating model based on post-launch insights
- Overview of Anaplan Connect and its use cases
- Setting up secure authentication for data transfers
- Configuring batch file imports and exports
- Using APIs to sync with ERP systems like SAP and Oracle
- Automating data feeds with scheduler tools
- Mapping source data fields to Anaplan lists and modules
- Handling data transformation during ingestion
- Validating data integrity post-load
- Setting up error logs and alert notifications
- Best practices for secure, auditable data pipelines
Module 6: Dashboard and Visualisation Design - Creating boardroom-ready dashboards for executive review
- Choosing the right chart types for KPIs
- Using grids, charts, and scorecards effectively
- Applying conditional formatting to highlight variances
- Building dynamic views with user-selectable filters
- Configuring drill-down capabilities in visual reports
- Implementing real-time alerts and threshold indicators
- Aligning dashboard design with stakeholder needs
- Exporting reports to PDF and PowerPoint formats
- Performance optimisation for large datasets in visuals
Module 7: User Experience and Input Management - Designing intuitive input templates for non-technical users
- Configuring data entry workflows with task management
- Setting up approval processes for submissions
- Using comments and annotations for collaboration
- Enabling email notifications for updates and deadlines
- Building guided workflows for month-end close
- Implementing data validation rules at input
- Preventing accidental overwrites with locking logic
- Creating user-specific views based on roles
- Testing UX workflows end-to-end
Module 8: Model Governance and Lifecycle Management - Establishing model ownership and stewardship roles
- Documenting model logic and assumptions for audit
- Version control and change tracking best practices
- Using model history to review revisions
- Setting up backup and recovery protocols
- Conducting peer reviews and walkthroughs
- Creating model run books and operational playbooks
- Managing model deprecation and sunsetting
- Compliance with SOX, GDPR, and internal controls
- Integrating Anaplan into broader IT governance
Module 9: Performance Optimisation and Scalability - Identifying performance bottlenecks in complex models
- Reducing cell count through list optimisation
- Using summary settings to improve calculation speed
- Eliminating unnecessary line items and modules
- Choosing between module and list properties wisely
- Caching strategies for frequently used data
- Minimising cross-module references
- Optimising time range settings for long-range forecasts
- Testing model response times under load
- Scaling models from pilot to enterprise rollout
Module 10: Advanced Modelling: Hierarchies and Subsets - Building multi-level organisational hierarchies
- Managing alternate hierarchies for reporting needs
- Creating subsets for focused analysis and security
- Using built-in subsets vs user-defined subsets
- Applying subset-based permissions for data visibility
- Dynamic subset creation with formulas
- Working with ragged and unbalanced hierarchies
- Resolving hierarchy conflicts during integration
- Using hierarchies in allocation and distribution logic
- Maintaining hierarchy integrity during data loads
Module 11: Allocations, Distributions, and Apportionment - Understanding the allocation engine in Anaplan
- Setting up source and target modules for apportionment
- Using drivers to control distribution logic
- Building fixed and proportional allocation models
- Configuring bidirectional adjustments in allocations
- Handling zero or missing driver values gracefully
- Validating allocation outputs with reconciliation checks
- Integrating allocations into financial consolidation
- Using overlays for executive overrides
- Documenting allocation logic for auditability
Module 12: Scenario Planning and Forecasting - Creating multiple forecast versions for comparison
- Setting up base, upside, and downside scenarios
- Using time-series forecasting techniques in Anaplan
- Incorporating market and macroeconomic drivers
- Running what-if analyses with adjustable inputs
- Automating scenario cloning and reset functions
- Comparing scenarios with variance dashboards
- Using forecasting confidence intervals and error metrics
- Integrating predictive assumptions from external sources
- Presenting forecast narratives to executive teams
Module 13: Actionable Workflows and Task Management - Designing workflow sequences for planning cycles
- Assigning tasks with deadlines and responsibilities
- Tracking completion status across teams
- Using reminders and escalations for overdue items
- Integrating workflows with calendar systems
- Building month-end close checklists
- Linking tasks to model updates and submissions
- Creating recurring workflows for ongoing processes
- Monitoring workflow performance over time
- Documenting process adherence for audit
Module 14: Anaplan Certifications and Career Advancement - Overview of Anaplan certification paths: Academy and Partner
- Preparing for the Anaplan Model Builder certification
- Understanding exam structure and key topics
- Using this course to meet 90% of certification objectives
- Building a professional portfolio with sample models
- Leveraging the Certificate of Completion issued by The Art of Service
- Updating your resume and LinkedIn profile with new credentials
- Positioning yourself for internal promotions or new roles
- Networking with Anaplan user groups and communities
- Negotiating higher compensation based on technical mastery
Module 15: Cross-Functional Use Case Deep Dives - Designing a sales forecasting model with pipeline inputs
- Building a headcount and compensation planning module
- Creating a product profitability analysis model
- Modelling capital expenditure and depreciation
- Designing supply chain inventory optimisation logic
- Integrating demand planning with production capacity
- Building marketing campaign ROI tracking
- Creating regional performance scorecards
- Modelling M&A integration scenarios
- Designing ESG and sustainability reporting dashboards
Module 16: Master Data Management and List Design - Defining golden records for customers, products, and SKUs
- Using composite lists and saved views
- Managing list growth and duplication risks
- Implementing list imports with conflict resolution
- Using list actions for lifecycle management
- Creating dynamic lists based on business rules
- Handling inactive list members and archival
- Linking list properties to external identifiers
- Using native hierarchies versus flat lists
- Optimising list size for model performance
Module 17: Security, Permissions, and Access Control - Understanding roles: Admin, Author, Viewer, and Custom
- Setting up role-based access at model and module levels
- Using views to control data exposure
- Implementing cell-level access with Boolean guards
- Managing user groups and access policies
- Auditing access changes and login history
- Securing sensitive data like compensation and margins
- Integrating with SSO and identity providers
- Conducting access reviews for compliance
- Documenting security settings for SOX audits
Module 18: Model Deployment and Change Management - Planning phased model rollouts to business units
- Conducting user training sessions and workshops
- Creating user guides and quick-reference documents
- Gathering feedback during pilot testing
- Managing stakeholder expectations during transition
- Handling resistance to new workflows
- Measuring adoption using usage analytics
- Scheduling go-live with rollback procedures
- Post-deployment support and hypercare planning
- Establishing continuous improvement cycles
Module 19: Troubleshooting and Error Resolution - Diagnosing #INVALID and #MISSING errors
- Fixing data type mismatches
- Resolving dimension mismatches in formulas
- Handling import errors due to formatting issues
- Debugging circular reference warnings
- Using the formula audit trail for transparency
- Interpreting system logs and error messages
- Testing fixes in sandbox environments
- Documenting known issues and workarounds
- Escalating bugs to Anaplan support with clarity
Module 20: Real-World Project: End-to-End Financial Planning Model - Defining project scope and stakeholder requirements
- Blueprinting the model structure and data sources
- Creating lists for organisational units and accounts
- Designing time and version settings
- Building input modules for revenue and expense drivers
- Setting up calculation modules for P&L, Balance Sheet, and Cash Flow
- Integrating tax and depreciation calculations
- Creating allocation logic for shared costs
- Linking operating and financial models
- Validating outputs with historical benchmarks
- Building executive dashboards with KPIs
- Setting up version comparisons and variance reports
- Configuring user roles and access levels
- Implementing approval workflows for submissions
- Documenting model assumptions and logic
- Preparing run book for handover
- Conducting peer review and final testing
- Finalising model for production use
- Soliciting feedback from business users
- Updating model based on post-launch insights
- Designing intuitive input templates for non-technical users
- Configuring data entry workflows with task management
- Setting up approval processes for submissions
- Using comments and annotations for collaboration
- Enabling email notifications for updates and deadlines
- Building guided workflows for month-end close
- Implementing data validation rules at input
- Preventing accidental overwrites with locking logic
- Creating user-specific views based on roles
- Testing UX workflows end-to-end
Module 8: Model Governance and Lifecycle Management - Establishing model ownership and stewardship roles
- Documenting model logic and assumptions for audit
- Version control and change tracking best practices
- Using model history to review revisions
- Setting up backup and recovery protocols
- Conducting peer reviews and walkthroughs
- Creating model run books and operational playbooks
- Managing model deprecation and sunsetting
- Compliance with SOX, GDPR, and internal controls
- Integrating Anaplan into broader IT governance
Module 9: Performance Optimisation and Scalability - Identifying performance bottlenecks in complex models
- Reducing cell count through list optimisation
- Using summary settings to improve calculation speed
- Eliminating unnecessary line items and modules
- Choosing between module and list properties wisely
- Caching strategies for frequently used data
- Minimising cross-module references
- Optimising time range settings for long-range forecasts
- Testing model response times under load
- Scaling models from pilot to enterprise rollout
Module 10: Advanced Modelling: Hierarchies and Subsets - Building multi-level organisational hierarchies
- Managing alternate hierarchies for reporting needs
- Creating subsets for focused analysis and security
- Using built-in subsets vs user-defined subsets
- Applying subset-based permissions for data visibility
- Dynamic subset creation with formulas
- Working with ragged and unbalanced hierarchies
- Resolving hierarchy conflicts during integration
- Using hierarchies in allocation and distribution logic
- Maintaining hierarchy integrity during data loads
Module 11: Allocations, Distributions, and Apportionment - Understanding the allocation engine in Anaplan
- Setting up source and target modules for apportionment
- Using drivers to control distribution logic
- Building fixed and proportional allocation models
- Configuring bidirectional adjustments in allocations
- Handling zero or missing driver values gracefully
- Validating allocation outputs with reconciliation checks
- Integrating allocations into financial consolidation
- Using overlays for executive overrides
- Documenting allocation logic for auditability
Module 12: Scenario Planning and Forecasting - Creating multiple forecast versions for comparison
- Setting up base, upside, and downside scenarios
- Using time-series forecasting techniques in Anaplan
- Incorporating market and macroeconomic drivers
- Running what-if analyses with adjustable inputs
- Automating scenario cloning and reset functions
- Comparing scenarios with variance dashboards
- Using forecasting confidence intervals and error metrics
- Integrating predictive assumptions from external sources
- Presenting forecast narratives to executive teams
Module 13: Actionable Workflows and Task Management - Designing workflow sequences for planning cycles
- Assigning tasks with deadlines and responsibilities
- Tracking completion status across teams
- Using reminders and escalations for overdue items
- Integrating workflows with calendar systems
- Building month-end close checklists
- Linking tasks to model updates and submissions
- Creating recurring workflows for ongoing processes
- Monitoring workflow performance over time
- Documenting process adherence for audit
Module 14: Anaplan Certifications and Career Advancement - Overview of Anaplan certification paths: Academy and Partner
- Preparing for the Anaplan Model Builder certification
- Understanding exam structure and key topics
- Using this course to meet 90% of certification objectives
- Building a professional portfolio with sample models
- Leveraging the Certificate of Completion issued by The Art of Service
- Updating your resume and LinkedIn profile with new credentials
- Positioning yourself for internal promotions or new roles
- Networking with Anaplan user groups and communities
- Negotiating higher compensation based on technical mastery
Module 15: Cross-Functional Use Case Deep Dives - Designing a sales forecasting model with pipeline inputs
- Building a headcount and compensation planning module
- Creating a product profitability analysis model
- Modelling capital expenditure and depreciation
- Designing supply chain inventory optimisation logic
- Integrating demand planning with production capacity
- Building marketing campaign ROI tracking
- Creating regional performance scorecards
- Modelling M&A integration scenarios
- Designing ESG and sustainability reporting dashboards
Module 16: Master Data Management and List Design - Defining golden records for customers, products, and SKUs
- Using composite lists and saved views
- Managing list growth and duplication risks
- Implementing list imports with conflict resolution
- Using list actions for lifecycle management
- Creating dynamic lists based on business rules
- Handling inactive list members and archival
- Linking list properties to external identifiers
- Using native hierarchies versus flat lists
- Optimising list size for model performance
Module 17: Security, Permissions, and Access Control - Understanding roles: Admin, Author, Viewer, and Custom
- Setting up role-based access at model and module levels
- Using views to control data exposure
- Implementing cell-level access with Boolean guards
- Managing user groups and access policies
- Auditing access changes and login history
- Securing sensitive data like compensation and margins
- Integrating with SSO and identity providers
- Conducting access reviews for compliance
- Documenting security settings for SOX audits
Module 18: Model Deployment and Change Management - Planning phased model rollouts to business units
- Conducting user training sessions and workshops
- Creating user guides and quick-reference documents
- Gathering feedback during pilot testing
- Managing stakeholder expectations during transition
- Handling resistance to new workflows
- Measuring adoption using usage analytics
- Scheduling go-live with rollback procedures
- Post-deployment support and hypercare planning
- Establishing continuous improvement cycles
Module 19: Troubleshooting and Error Resolution - Diagnosing #INVALID and #MISSING errors
- Fixing data type mismatches
- Resolving dimension mismatches in formulas
- Handling import errors due to formatting issues
- Debugging circular reference warnings
- Using the formula audit trail for transparency
- Interpreting system logs and error messages
- Testing fixes in sandbox environments
- Documenting known issues and workarounds
- Escalating bugs to Anaplan support with clarity
Module 20: Real-World Project: End-to-End Financial Planning Model - Defining project scope and stakeholder requirements
- Blueprinting the model structure and data sources
- Creating lists for organisational units and accounts
- Designing time and version settings
- Building input modules for revenue and expense drivers
- Setting up calculation modules for P&L, Balance Sheet, and Cash Flow
- Integrating tax and depreciation calculations
- Creating allocation logic for shared costs
- Linking operating and financial models
- Validating outputs with historical benchmarks
- Building executive dashboards with KPIs
- Setting up version comparisons and variance reports
- Configuring user roles and access levels
- Implementing approval workflows for submissions
- Documenting model assumptions and logic
- Preparing run book for handover
- Conducting peer review and final testing
- Finalising model for production use
- Soliciting feedback from business users
- Updating model based on post-launch insights
- Identifying performance bottlenecks in complex models
- Reducing cell count through list optimisation
- Using summary settings to improve calculation speed
- Eliminating unnecessary line items and modules
- Choosing between module and list properties wisely
- Caching strategies for frequently used data
- Minimising cross-module references
- Optimising time range settings for long-range forecasts
- Testing model response times under load
- Scaling models from pilot to enterprise rollout
Module 10: Advanced Modelling: Hierarchies and Subsets - Building multi-level organisational hierarchies
- Managing alternate hierarchies for reporting needs
- Creating subsets for focused analysis and security
- Using built-in subsets vs user-defined subsets
- Applying subset-based permissions for data visibility
- Dynamic subset creation with formulas
- Working with ragged and unbalanced hierarchies
- Resolving hierarchy conflicts during integration
- Using hierarchies in allocation and distribution logic
- Maintaining hierarchy integrity during data loads
Module 11: Allocations, Distributions, and Apportionment - Understanding the allocation engine in Anaplan
- Setting up source and target modules for apportionment
- Using drivers to control distribution logic
- Building fixed and proportional allocation models
- Configuring bidirectional adjustments in allocations
- Handling zero or missing driver values gracefully
- Validating allocation outputs with reconciliation checks
- Integrating allocations into financial consolidation
- Using overlays for executive overrides
- Documenting allocation logic for auditability
Module 12: Scenario Planning and Forecasting - Creating multiple forecast versions for comparison
- Setting up base, upside, and downside scenarios
- Using time-series forecasting techniques in Anaplan
- Incorporating market and macroeconomic drivers
- Running what-if analyses with adjustable inputs
- Automating scenario cloning and reset functions
- Comparing scenarios with variance dashboards
- Using forecasting confidence intervals and error metrics
- Integrating predictive assumptions from external sources
- Presenting forecast narratives to executive teams
Module 13: Actionable Workflows and Task Management - Designing workflow sequences for planning cycles
- Assigning tasks with deadlines and responsibilities
- Tracking completion status across teams
- Using reminders and escalations for overdue items
- Integrating workflows with calendar systems
- Building month-end close checklists
- Linking tasks to model updates and submissions
- Creating recurring workflows for ongoing processes
- Monitoring workflow performance over time
- Documenting process adherence for audit
Module 14: Anaplan Certifications and Career Advancement - Overview of Anaplan certification paths: Academy and Partner
- Preparing for the Anaplan Model Builder certification
- Understanding exam structure and key topics
- Using this course to meet 90% of certification objectives
- Building a professional portfolio with sample models
- Leveraging the Certificate of Completion issued by The Art of Service
- Updating your resume and LinkedIn profile with new credentials
- Positioning yourself for internal promotions or new roles
- Networking with Anaplan user groups and communities
- Negotiating higher compensation based on technical mastery
Module 15: Cross-Functional Use Case Deep Dives - Designing a sales forecasting model with pipeline inputs
- Building a headcount and compensation planning module
- Creating a product profitability analysis model
- Modelling capital expenditure and depreciation
- Designing supply chain inventory optimisation logic
- Integrating demand planning with production capacity
- Building marketing campaign ROI tracking
- Creating regional performance scorecards
- Modelling M&A integration scenarios
- Designing ESG and sustainability reporting dashboards
Module 16: Master Data Management and List Design - Defining golden records for customers, products, and SKUs
- Using composite lists and saved views
- Managing list growth and duplication risks
- Implementing list imports with conflict resolution
- Using list actions for lifecycle management
- Creating dynamic lists based on business rules
- Handling inactive list members and archival
- Linking list properties to external identifiers
- Using native hierarchies versus flat lists
- Optimising list size for model performance
Module 17: Security, Permissions, and Access Control - Understanding roles: Admin, Author, Viewer, and Custom
- Setting up role-based access at model and module levels
- Using views to control data exposure
- Implementing cell-level access with Boolean guards
- Managing user groups and access policies
- Auditing access changes and login history
- Securing sensitive data like compensation and margins
- Integrating with SSO and identity providers
- Conducting access reviews for compliance
- Documenting security settings for SOX audits
Module 18: Model Deployment and Change Management - Planning phased model rollouts to business units
- Conducting user training sessions and workshops
- Creating user guides and quick-reference documents
- Gathering feedback during pilot testing
- Managing stakeholder expectations during transition
- Handling resistance to new workflows
- Measuring adoption using usage analytics
- Scheduling go-live with rollback procedures
- Post-deployment support and hypercare planning
- Establishing continuous improvement cycles
Module 19: Troubleshooting and Error Resolution - Diagnosing #INVALID and #MISSING errors
- Fixing data type mismatches
- Resolving dimension mismatches in formulas
- Handling import errors due to formatting issues
- Debugging circular reference warnings
- Using the formula audit trail for transparency
- Interpreting system logs and error messages
- Testing fixes in sandbox environments
- Documenting known issues and workarounds
- Escalating bugs to Anaplan support with clarity
Module 20: Real-World Project: End-to-End Financial Planning Model - Defining project scope and stakeholder requirements
- Blueprinting the model structure and data sources
- Creating lists for organisational units and accounts
- Designing time and version settings
- Building input modules for revenue and expense drivers
- Setting up calculation modules for P&L, Balance Sheet, and Cash Flow
- Integrating tax and depreciation calculations
- Creating allocation logic for shared costs
- Linking operating and financial models
- Validating outputs with historical benchmarks
- Building executive dashboards with KPIs
- Setting up version comparisons and variance reports
- Configuring user roles and access levels
- Implementing approval workflows for submissions
- Documenting model assumptions and logic
- Preparing run book for handover
- Conducting peer review and final testing
- Finalising model for production use
- Soliciting feedback from business users
- Updating model based on post-launch insights
- Understanding the allocation engine in Anaplan
- Setting up source and target modules for apportionment
- Using drivers to control distribution logic
- Building fixed and proportional allocation models
- Configuring bidirectional adjustments in allocations
- Handling zero or missing driver values gracefully
- Validating allocation outputs with reconciliation checks
- Integrating allocations into financial consolidation
- Using overlays for executive overrides
- Documenting allocation logic for auditability
Module 12: Scenario Planning and Forecasting - Creating multiple forecast versions for comparison
- Setting up base, upside, and downside scenarios
- Using time-series forecasting techniques in Anaplan
- Incorporating market and macroeconomic drivers
- Running what-if analyses with adjustable inputs
- Automating scenario cloning and reset functions
- Comparing scenarios with variance dashboards
- Using forecasting confidence intervals and error metrics
- Integrating predictive assumptions from external sources
- Presenting forecast narratives to executive teams
Module 13: Actionable Workflows and Task Management - Designing workflow sequences for planning cycles
- Assigning tasks with deadlines and responsibilities
- Tracking completion status across teams
- Using reminders and escalations for overdue items
- Integrating workflows with calendar systems
- Building month-end close checklists
- Linking tasks to model updates and submissions
- Creating recurring workflows for ongoing processes
- Monitoring workflow performance over time
- Documenting process adherence for audit
Module 14: Anaplan Certifications and Career Advancement - Overview of Anaplan certification paths: Academy and Partner
- Preparing for the Anaplan Model Builder certification
- Understanding exam structure and key topics
- Using this course to meet 90% of certification objectives
- Building a professional portfolio with sample models
- Leveraging the Certificate of Completion issued by The Art of Service
- Updating your resume and LinkedIn profile with new credentials
- Positioning yourself for internal promotions or new roles
- Networking with Anaplan user groups and communities
- Negotiating higher compensation based on technical mastery
Module 15: Cross-Functional Use Case Deep Dives - Designing a sales forecasting model with pipeline inputs
- Building a headcount and compensation planning module
- Creating a product profitability analysis model
- Modelling capital expenditure and depreciation
- Designing supply chain inventory optimisation logic
- Integrating demand planning with production capacity
- Building marketing campaign ROI tracking
- Creating regional performance scorecards
- Modelling M&A integration scenarios
- Designing ESG and sustainability reporting dashboards
Module 16: Master Data Management and List Design - Defining golden records for customers, products, and SKUs
- Using composite lists and saved views
- Managing list growth and duplication risks
- Implementing list imports with conflict resolution
- Using list actions for lifecycle management
- Creating dynamic lists based on business rules
- Handling inactive list members and archival
- Linking list properties to external identifiers
- Using native hierarchies versus flat lists
- Optimising list size for model performance
Module 17: Security, Permissions, and Access Control - Understanding roles: Admin, Author, Viewer, and Custom
- Setting up role-based access at model and module levels
- Using views to control data exposure
- Implementing cell-level access with Boolean guards
- Managing user groups and access policies
- Auditing access changes and login history
- Securing sensitive data like compensation and margins
- Integrating with SSO and identity providers
- Conducting access reviews for compliance
- Documenting security settings for SOX audits
Module 18: Model Deployment and Change Management - Planning phased model rollouts to business units
- Conducting user training sessions and workshops
- Creating user guides and quick-reference documents
- Gathering feedback during pilot testing
- Managing stakeholder expectations during transition
- Handling resistance to new workflows
- Measuring adoption using usage analytics
- Scheduling go-live with rollback procedures
- Post-deployment support and hypercare planning
- Establishing continuous improvement cycles
Module 19: Troubleshooting and Error Resolution - Diagnosing #INVALID and #MISSING errors
- Fixing data type mismatches
- Resolving dimension mismatches in formulas
- Handling import errors due to formatting issues
- Debugging circular reference warnings
- Using the formula audit trail for transparency
- Interpreting system logs and error messages
- Testing fixes in sandbox environments
- Documenting known issues and workarounds
- Escalating bugs to Anaplan support with clarity
Module 20: Real-World Project: End-to-End Financial Planning Model - Defining project scope and stakeholder requirements
- Blueprinting the model structure and data sources
- Creating lists for organisational units and accounts
- Designing time and version settings
- Building input modules for revenue and expense drivers
- Setting up calculation modules for P&L, Balance Sheet, and Cash Flow
- Integrating tax and depreciation calculations
- Creating allocation logic for shared costs
- Linking operating and financial models
- Validating outputs with historical benchmarks
- Building executive dashboards with KPIs
- Setting up version comparisons and variance reports
- Configuring user roles and access levels
- Implementing approval workflows for submissions
- Documenting model assumptions and logic
- Preparing run book for handover
- Conducting peer review and final testing
- Finalising model for production use
- Soliciting feedback from business users
- Updating model based on post-launch insights
- Designing workflow sequences for planning cycles
- Assigning tasks with deadlines and responsibilities
- Tracking completion status across teams
- Using reminders and escalations for overdue items
- Integrating workflows with calendar systems
- Building month-end close checklists
- Linking tasks to model updates and submissions
- Creating recurring workflows for ongoing processes
- Monitoring workflow performance over time
- Documenting process adherence for audit
Module 14: Anaplan Certifications and Career Advancement - Overview of Anaplan certification paths: Academy and Partner
- Preparing for the Anaplan Model Builder certification
- Understanding exam structure and key topics
- Using this course to meet 90% of certification objectives
- Building a professional portfolio with sample models
- Leveraging the Certificate of Completion issued by The Art of Service
- Updating your resume and LinkedIn profile with new credentials
- Positioning yourself for internal promotions or new roles
- Networking with Anaplan user groups and communities
- Negotiating higher compensation based on technical mastery
Module 15: Cross-Functional Use Case Deep Dives - Designing a sales forecasting model with pipeline inputs
- Building a headcount and compensation planning module
- Creating a product profitability analysis model
- Modelling capital expenditure and depreciation
- Designing supply chain inventory optimisation logic
- Integrating demand planning with production capacity
- Building marketing campaign ROI tracking
- Creating regional performance scorecards
- Modelling M&A integration scenarios
- Designing ESG and sustainability reporting dashboards
Module 16: Master Data Management and List Design - Defining golden records for customers, products, and SKUs
- Using composite lists and saved views
- Managing list growth and duplication risks
- Implementing list imports with conflict resolution
- Using list actions for lifecycle management
- Creating dynamic lists based on business rules
- Handling inactive list members and archival
- Linking list properties to external identifiers
- Using native hierarchies versus flat lists
- Optimising list size for model performance
Module 17: Security, Permissions, and Access Control - Understanding roles: Admin, Author, Viewer, and Custom
- Setting up role-based access at model and module levels
- Using views to control data exposure
- Implementing cell-level access with Boolean guards
- Managing user groups and access policies
- Auditing access changes and login history
- Securing sensitive data like compensation and margins
- Integrating with SSO and identity providers
- Conducting access reviews for compliance
- Documenting security settings for SOX audits
Module 18: Model Deployment and Change Management - Planning phased model rollouts to business units
- Conducting user training sessions and workshops
- Creating user guides and quick-reference documents
- Gathering feedback during pilot testing
- Managing stakeholder expectations during transition
- Handling resistance to new workflows
- Measuring adoption using usage analytics
- Scheduling go-live with rollback procedures
- Post-deployment support and hypercare planning
- Establishing continuous improvement cycles
Module 19: Troubleshooting and Error Resolution - Diagnosing #INVALID and #MISSING errors
- Fixing data type mismatches
- Resolving dimension mismatches in formulas
- Handling import errors due to formatting issues
- Debugging circular reference warnings
- Using the formula audit trail for transparency
- Interpreting system logs and error messages
- Testing fixes in sandbox environments
- Documenting known issues and workarounds
- Escalating bugs to Anaplan support with clarity
Module 20: Real-World Project: End-to-End Financial Planning Model - Defining project scope and stakeholder requirements
- Blueprinting the model structure and data sources
- Creating lists for organisational units and accounts
- Designing time and version settings
- Building input modules for revenue and expense drivers
- Setting up calculation modules for P&L, Balance Sheet, and Cash Flow
- Integrating tax and depreciation calculations
- Creating allocation logic for shared costs
- Linking operating and financial models
- Validating outputs with historical benchmarks
- Building executive dashboards with KPIs
- Setting up version comparisons and variance reports
- Configuring user roles and access levels
- Implementing approval workflows for submissions
- Documenting model assumptions and logic
- Preparing run book for handover
- Conducting peer review and final testing
- Finalising model for production use
- Soliciting feedback from business users
- Updating model based on post-launch insights
- Designing a sales forecasting model with pipeline inputs
- Building a headcount and compensation planning module
- Creating a product profitability analysis model
- Modelling capital expenditure and depreciation
- Designing supply chain inventory optimisation logic
- Integrating demand planning with production capacity
- Building marketing campaign ROI tracking
- Creating regional performance scorecards
- Modelling M&A integration scenarios
- Designing ESG and sustainability reporting dashboards
Module 16: Master Data Management and List Design - Defining golden records for customers, products, and SKUs
- Using composite lists and saved views
- Managing list growth and duplication risks
- Implementing list imports with conflict resolution
- Using list actions for lifecycle management
- Creating dynamic lists based on business rules
- Handling inactive list members and archival
- Linking list properties to external identifiers
- Using native hierarchies versus flat lists
- Optimising list size for model performance
Module 17: Security, Permissions, and Access Control - Understanding roles: Admin, Author, Viewer, and Custom
- Setting up role-based access at model and module levels
- Using views to control data exposure
- Implementing cell-level access with Boolean guards
- Managing user groups and access policies
- Auditing access changes and login history
- Securing sensitive data like compensation and margins
- Integrating with SSO and identity providers
- Conducting access reviews for compliance
- Documenting security settings for SOX audits
Module 18: Model Deployment and Change Management - Planning phased model rollouts to business units
- Conducting user training sessions and workshops
- Creating user guides and quick-reference documents
- Gathering feedback during pilot testing
- Managing stakeholder expectations during transition
- Handling resistance to new workflows
- Measuring adoption using usage analytics
- Scheduling go-live with rollback procedures
- Post-deployment support and hypercare planning
- Establishing continuous improvement cycles
Module 19: Troubleshooting and Error Resolution - Diagnosing #INVALID and #MISSING errors
- Fixing data type mismatches
- Resolving dimension mismatches in formulas
- Handling import errors due to formatting issues
- Debugging circular reference warnings
- Using the formula audit trail for transparency
- Interpreting system logs and error messages
- Testing fixes in sandbox environments
- Documenting known issues and workarounds
- Escalating bugs to Anaplan support with clarity
Module 20: Real-World Project: End-to-End Financial Planning Model - Defining project scope and stakeholder requirements
- Blueprinting the model structure and data sources
- Creating lists for organisational units and accounts
- Designing time and version settings
- Building input modules for revenue and expense drivers
- Setting up calculation modules for P&L, Balance Sheet, and Cash Flow
- Integrating tax and depreciation calculations
- Creating allocation logic for shared costs
- Linking operating and financial models
- Validating outputs with historical benchmarks
- Building executive dashboards with KPIs
- Setting up version comparisons and variance reports
- Configuring user roles and access levels
- Implementing approval workflows for submissions
- Documenting model assumptions and logic
- Preparing run book for handover
- Conducting peer review and final testing
- Finalising model for production use
- Soliciting feedback from business users
- Updating model based on post-launch insights
- Understanding roles: Admin, Author, Viewer, and Custom
- Setting up role-based access at model and module levels
- Using views to control data exposure
- Implementing cell-level access with Boolean guards
- Managing user groups and access policies
- Auditing access changes and login history
- Securing sensitive data like compensation and margins
- Integrating with SSO and identity providers
- Conducting access reviews for compliance
- Documenting security settings for SOX audits
Module 18: Model Deployment and Change Management - Planning phased model rollouts to business units
- Conducting user training sessions and workshops
- Creating user guides and quick-reference documents
- Gathering feedback during pilot testing
- Managing stakeholder expectations during transition
- Handling resistance to new workflows
- Measuring adoption using usage analytics
- Scheduling go-live with rollback procedures
- Post-deployment support and hypercare planning
- Establishing continuous improvement cycles
Module 19: Troubleshooting and Error Resolution - Diagnosing #INVALID and #MISSING errors
- Fixing data type mismatches
- Resolving dimension mismatches in formulas
- Handling import errors due to formatting issues
- Debugging circular reference warnings
- Using the formula audit trail for transparency
- Interpreting system logs and error messages
- Testing fixes in sandbox environments
- Documenting known issues and workarounds
- Escalating bugs to Anaplan support with clarity
Module 20: Real-World Project: End-to-End Financial Planning Model - Defining project scope and stakeholder requirements
- Blueprinting the model structure and data sources
- Creating lists for organisational units and accounts
- Designing time and version settings
- Building input modules for revenue and expense drivers
- Setting up calculation modules for P&L, Balance Sheet, and Cash Flow
- Integrating tax and depreciation calculations
- Creating allocation logic for shared costs
- Linking operating and financial models
- Validating outputs with historical benchmarks
- Building executive dashboards with KPIs
- Setting up version comparisons and variance reports
- Configuring user roles and access levels
- Implementing approval workflows for submissions
- Documenting model assumptions and logic
- Preparing run book for handover
- Conducting peer review and final testing
- Finalising model for production use
- Soliciting feedback from business users
- Updating model based on post-launch insights
- Diagnosing #INVALID and #MISSING errors
- Fixing data type mismatches
- Resolving dimension mismatches in formulas
- Handling import errors due to formatting issues
- Debugging circular reference warnings
- Using the formula audit trail for transparency
- Interpreting system logs and error messages
- Testing fixes in sandbox environments
- Documenting known issues and workarounds
- Escalating bugs to Anaplan support with clarity