Modeling

Anaplan provides many functions and resources to enable you to quickly build models and start manipulating data. This page provides a jumping off point to examine all aspects of building a model: from good design to how you manipulate data.

Good Practice

Our customer support consultants have developed good practice guidelines for building and naming models:

• Model Building
• Naming Conventions

Navigate Anaplan

Learning how to get around Anaplan quickly will make model building faster than ever:

• Data menu
• Edit menu
• Format menu
• View menu
• Contents panel
• Keyboard shortcuts

Dimensions

Dimensions are fundamental to Anaplan models.

• Line Item Subsets
• Line Items
• Lists
• Page Selectors
• Time
• Versions

Build models

Learn which functions will help you to get the most out of your data:

• Actions
• Add Version Formula
• Blueprint
• Dropdowns
• Functional Areas
• Lists
• Manage Views
• Models
• Modules
• Subsidiary Views
• Summary Methods

Format data

Column Settings and Conditional Formatting will highlight the relevant aspects of your data.

Working with data

There are many ways to manipulate data to create views that meet your requirements:

• Breakback
• Compare
• Drill Down
• Drill to Transaction
• Filter
• Hold
• Pivot
• Selecting data
• Sort
• Totals

Manage Models

There are a number of functions in Anaplan to help you manage models:

• History
• Manage Model Size
• Model Map
• Model Settings
• Source Models
• Workflow

Users

Managing user accounts is made easier using these functions:

• Contents
• Roles
• Selective Access
• User Access Summary Table
• Users