Anaplan Certification

Anaplan Certification is a best platform that provides exciting real time planning and action. This will help to plan accurately that runs on the cloud infrastructure. In order to meet business goals, it will optimise and change within the organization by aligning entire process.

Features Of Anaplan Training:

• Understand Dynamic scenario building.
• Model building and Versioning.
• Understand about Dashboards and Reports.
• API Integration.
• Understand about operational and financial planning.
• Effective business performance.
• Connecting with people and many more.

Why should you choose Nisa For Anaplan Training?

Nisa Trainings is the best online training platform for conducting one-on-one interactive live sessions with a 1:1 student-teacher ratio. You can gain hands-on experience by working on near-real-time projects under the guidance of our experienced faculty. We support you even after the completion of the course and happy to clarify your doubts anytime. Our teaching style at Nisa Trainings is entirely hands-on. You’ll have access to our desktop screen and will be actively conducting hands-on labs on your desktop.

Job Assistance

If you face any problem while working on Anaplan tutorial, then Nisa Trainings is simply a Call/Text/Email away to assist you. We offer Online Job Support for professionals to assist them and to solve their problems in real-time.

The Process we follow for our Online Job Support Service:

• We receive your inquiry for Online Job
• We will arrange a telephone call with our consultant to grasp your complete requirement and the tools you’re
• If our consultant is 100% confident in taking up your requirement and when you are also comfortable with our consultant, we will only agree to provide service. And then you have to make the payment to get the service from
• We will fix the timing for Online Job Support as mutually agreed by you and our consultant.

Course Information

Anaplan Tutorial

Duration: 25 Hours

Timings: Weekdays (1-2 Hours per day) [OR] Weekends (2-3 Hours per day)

Training Method: Instructor Led Online One-on-One Live Interactive Sessions.

COURSE CONTENT :

1. Introduction to Anaplan

• What is Anaplan?
  • Overview of Anaplan’s purpose and functionality
  • Key features of the platform
  • Use cases for Anaplan across various industries (e.g., finance, supply chain, HR)
• Anaplan Architecture
  • Understanding the cloud-based architecture
  • Model hierarchy and structure
  • Workspace, Model, and Dashboard concepts

2. Anaplan Model Building Fundamentals

• Modeling Overview
  • What is a model? How are models used within Anaplan?
  • Introduction to modules, lists, and dimensions
  • Understanding the importance of data flow and the architecture of models
• Creating and Managing Lists
  • Building Lists (dimensions)
  • List types: numbered lists, simple lists, and composite lists
  • Hierarchical relationships (parent-child, etc.)
• Modules and Views
  • What is a module? Creating and managing modules
  • Using views to display data (Grid, Chart, etc.)
  • Setting up filters and sorting for modules
• Data Integration
  • Data import and export methods
  • Using Anaplan Connect for data integration
  • Leveraging connectors (e.g., for Excel, Salesforce)

3. Anaplan Formulas and Functions

• Introduction to Anaplan Functions
  • Syntax and use of formulas in Anaplan
  • Commonly used functions (e.g., SUM, IF, LOOKUP, etc.)
  • Time-based functions and time scaling
• Boolean Logic and Conditional Statements
  • Using logical expressions in Anaplan models
  • Combining IF/THEN logic in data entry and calculation
• Data Aggregation and Allocation
  • Aggregation functions across time and across dimensions
  • Allocating values using allocation formulas

4. Anaplan Process and Workflow Automation

• Process Automation in Anaplan
  • Introduction to Anaplan processes and their role
  • Creating actions within processes (e.g., data imports, exports, or model recalculations)
  • Scheduling processes and automation tasks
• Anaplan Dashboards
  • Designing interactive dashboards for end-users
  • Dashboard components: charts, tables, selectors, and KPI indicators
  • Best practices for creating intuitive and actionable dashboards

5. Advanced Anaplan Model Building

• Advanced Data Modeling
  • Managing large models efficiently
  • Best practices for managing large datasets
  • Working with subsets and data views
• Model Optimization
  • Reducing model size and improving performance
  • Managing model sparsity and avoiding calculation bottlenecks
  • Best practices for building scalable models
• Time Dimension
  • Handling time-based calculations (months, quarters, years)
  • Managing time periods and handling time-based data in models
• Versioning and Multiple Scenarios
  • Managing versions and scenarios within models (e.g., forecast, actuals, budget)

6. User Management and Security

• User Roles and Permissions
  • Assigning user roles and permissions in Anaplan
  • Defining access controls and restrictions for model users
  • Setting up data security rules
• Auditing and Governance
  • Audit trails in Anaplan: Tracking changes and activities
  • Best practices for model governance

7. Advanced Features and Best Practices

• Anaplan HyperConnect & Integration
  • Integrating Anaplan with external data sources (e.g., ERP, CRM systems)
  • Using Anaplan connectors for integration with other platforms
• Version Control and Collaboration
  • Collaborating on models in teams
  • Managing versions and working in parallel on a model
• Best Practices for Model Design
  • Design patterns for efficient model building
  • Common pitfalls and how to avoid them

8. Anaplan Certification Exam Preparation

• Review of Key Topics
  • Recap of the important concepts and functions
• Practice Questions
  • Test yourself with mock exams or practice questions
  • Identify areas for improvement before taking the certification exam