When building models, you can start with a top-down or bottom-up approach. Either way, you'll need to identify the facts about your business: the lists of locations, products, and people that make up your organization. Then you can add dimensions to the data to enable you to "see" your organization in different ways.
- lists of products, people, and places
- timescale definitions
- Versions — actual, forecast — to support rolling forecasts, comparisons and variance
- calculations to derive values for relevant areas of expenditure and income
- data values on which those calculations operate
In addition to these basic components, an Anaplan model includes:
- a Blueprint showing the configuration of a module
- user-defined views of the data
- dashboards to display different views of the data to different audiences
- users who are assigned roles and access rights
- a list hierarchy to support workflow and model structure
- import and export definitions
- data tags to group different types of information together
Models are self-contained, though the users in a workspace can be common to different models. Model components, such as dimensions, are local to a model, but can be linked to and updated with data from another model.
When a change is made to data, the model is recalculated automatically. Data can be entered manually, imported, or derived from other line items using calculations.
Data linkages between models are run on command rather than being updated automatically.
Modules can be grouped together in Functional Areas.