Anaplan Advanced Workshops Overview

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Anaplan Advanced Workshops

Our Anaplan Advanced Workshops provide model builders with targeted tutoring on specific elements of the Anaplan solution.

We recognise that every Anaplan model is different, each introduces its own challenges in terms of the in-house competencies to optimally build what is required. We offer regular half-day workshops so you have frequent opportunities to attend a workshop and cover your required topics.

By offering a range of Anaplan Advanced Workshops, we enable you even further by giving you the option to learn the skills applicable to your specific Anaplan models.

Note: We recommend that only Anaplan model builders who have completed Level 1 and Level 2 Model Building courses enrol for these workshops.

Our Anaplan Advanced Workshops

  • ​Lists fundamentals
  • Creating and updating lists from imports
  • Managing lists from within Anaplan – Updating names, parents, codes, and properties and deleting list items
  • Using more complex formulas in Anaplan models
  • Understanding role-based list access
  • Selective access overview

  • ​Adding removing users/creating and assigning roles
  • Identify which models and workspaces individuals can access.
  • Controlling the data story through role access
  • Selective access
  • Automating user access – automatically add users to the system through imports and automate permissions updates
  • Maintaining model contents

  • ​What is sparsity
  • Eliminating sparsity
  • Creating an efficiently calculated model
  • Use of summaries
  • Writing efficient formulas
  • Simple things to avoid doing

  • Analysing source data
  • Importing transactional data
  • Creating a Data Hub
  • Using Anaplan Connect
  • ALM benefits and understanding the terms used
  • Setting up and syncing Anaplan models with ALM
  • Understanding ALM set and what works for your Anaplan models

  • Creating dynamic filters
  • Filtering based on levels in a hierarchy
  • Quick filters
  • Using system time modules
  • Working with time ranges
  • Using version system modules
  • Using sort to create cleaner displays

  • ​Creating and naming dashboards
  • Adding saved views to dashboards
  • Adding charts and graphs to dashboards
  • Making changes to dashboards
  • Understanding personalised dashboards

Our training is delivered by EMEA’s most seasoned Anaplanners who will have collectively developed hundreds of Anaplan models over many years.

The courses are designed to be interactive and hands-on ensuring that you really understand Anaplan at completion. You will learn from our experience, in addition to the course notes or materials.

Please note: 

  • All courses are currently being run virtually via Microsoft Teams.
  • All materials will be provided prior to each course.
  • There are attendee limits for each course so please book quickly to avoid disappointment.

Complete this form to register your interest and we will be in touch to to discuss availability.

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