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Administering Anaplan
Model & Workspace Size
How to find out your model, workspace size and workspace utilization.
Add a User to a Model
How to add a user to a model.
Workspace Administrator / End User
Understand the differences between a Workspace Administrator and a End User.
Navigate to another Model in a Workspace
How to navigate between models in your workspace.
Add a Module to a Model
How to add a new module to your model.
Assign Modules to Functional Areas
How to assign modules to functional areas.
Import & Export Users
About user maintenance for Workspace Administrators.
Selective Access - Basics
How to set up Selective Access in Anaplan.
Selective Access - Advanced
How to get the most out of Selective Access in Anaplan.
Export Entire Model
How to export and save all formulas, hierarchies and logic in your model.
Identify Anaplan Icons
Understand which icons represent each function or feature within Anaplan.
Lists
Add a List to a Model
How to add a list to a model.
Add a List to a Dashboard
How to add a list to a dashboard for maintenance by a End User.
Add a Property to a List
How to add a property to a list.
Composite Lists
How to use composite lists in Anaplan.
The Blueprint
Model & Module Blueprint
How to use the Blueprint to view a snapshot of all modules in a model.
Dashboards & Charts
Dashboard Designer
How to create awesome dashboards.
Height & Width
Understand height and width settings, and how to resize elements on a dashboard automatically.
Move, Delete, & Resize Elements
How to move, delete and resize elements on your dashboards.
Open a Source Module
How to discover which module a dashboard element is based on.
Chart Options
How to create and configure a chart.
Model Building
Add Years
How to add years to your model.
Copy Versions
How to copy data across versions in your model.
Default View
How to set the default view.
Add / Delete Versions
How to add and delete versions.
Change Fiscal Year
How to change the fiscal year in your model.
Change the Timescale in a Module
How to change the timescale for your module.
Mixed Timescales
How to use mixed timescales in Anaplan.
Change Switchover Date
How to change the switchover date between actual and forecast in your model.
Model in Weeks
How to model in weeks.
Filter Options
About the filter options in Anaplan.
Formula Comparison between Versions
How to compare formulas between versions in your model.
Conditional Formatting
How to use conditional formatting in Anaplan.
Filter Using Data from Another Module
How to filter data in one module using data from another module.
Column Widths
How to adjust column and row widths in Anaplan.
Data Access Control
How to control data access by setting up users, roles, selective access, security and workflow.
Import Data into Modules - File Upload
How to import data into a module using an uploaded file.
Import Data into Modules - Anaplan Model
How to import data into a module by connecting to another Anaplan model.
Currency Conversion
How to forecast in multiple currencies and consolidate in a central currency.
Excel Add-in version 3.0
Install
How to install the Excel Add-in version 3.0.
Log in
How to log in to the Excel Add-in.
Retrieve and Customize Data
How to create a new connection to Excel, retrieve your Anaplan data, and pivot and filter data.
Excel Add-in version 2.6
Product Tour
About the key features of the Excel Add-in version 2.6.