Anaplan Corporate Training
Build Anaplan planning models: formulas, data flows, scenarios, and dashboards, all in guided labs.
This instructor-led program takes your finance and planning teams from Anaplan concepts to confident model building. Across 28 hours and seven modules, your team navigates the Anaplan platform, builds models with dimensions and hierarchies, writes formulas and business logic, configures data hub imports and exports, runs versions and what-if scenarios, designs dashboards and integrations, and finishes with a capstone planning model reviewed by the instructor. Every session is hands-on, every technique is practiced, and the capstone delivers a working model your team can use as a reference immediately.
Instructor-led group trainingVirtual / on-site / off-site10 languagesDelivered inEnglish, Spanish, Mandarin, German, Arabic, Portuguese, Hindi, French, Japanese, Italian100+ countriesWe have delivered inUnited States, United Kingdom, India, Canada, Germany, France, Netherlands, UAE, Saudi Arabia, Singapore, Australia, Japan, Brazil, South Africa and 90+ more countries
How we build a confident Anaplan team
The Edstellar ANAPLAN Capability Model
Assess Anaplan capability
Skill checks map your team's Anaplan, modeling, and planning baseline.
Set shared standards
One playbook for model structure, formula discipline, and data quality.
Practice in guided labs
Labs cover formulas, data flows, scenarios, and dashboards.
Measure the lift
Lab reviews benchmark each employee's planning model capability.
Scale across teams
One standard rolls out across business units and regions.
Need more than one program?Get a group quote
Trusted as a Leading Corporate Training Provider by
Program Overview: What is Anaplan?
Anaplan is a 28-hour, hands-on program for finance analysts, FP&A professionals, and planning specialists who build connected planning models. It covers platform foundations, model building fundamentals, formulas and business logic, the Data Hub with imports and exports, versions and what-if planning, and dashboards, reporting, and integrations. Participants progress from their first model to a complete end-to-end planning build.
Training is hands-on: most of the 28 hours is spent building models in guided labs, from platform navigation to the end-to-end planning capstone. An instructor coaches each lab, reviewing your model structures, formulas, and Data Hub flows with feedback on sound design practices. Four practice sessions target the hardest skills: complex formulas, versioned what-if scenarios, and imports with integrations. The six-hour capstone has you build a complete, connected planning model ready for real business use.
Without connected planning, teams juggle disconnected spreadsheets, forecasts take weeks to reconcile, and what-if questions go unanswered. Anaplan replaces spreadsheet chaos with one model linking plans, actuals, and scenarios in real time. Participants learn to automate Data Hub flows, answer what-if questions in minutes, and give leaders dashboards they can act on.
Graduates hand over a working Anaplan model, dimensions, logic, and integrations wired together. Planning stops being a spreadsheet relay and starts being a system.
The capstone brings it home: your team plans a connected planning use case, builds the model with dimensions and formulas in a guided lab, configures data flows and scenarios, and presents the dashboard for structured instructor feedback. You leave with reusable artifacts: model structures, formula patterns, and dashboard designs your planning team can use from day one.
What's Included in this Workshop for Your Enterprise Teams
- 1
Platform and modeling foundations
Navigate Anaplan and build core models.
- 2
Formula and logic labs
Write calculations with business logic.
- 3
Data hub and scenario labs
Load data and run what-if versions.
- 4
Dashboard and integration labs
Report results and sync models.
- 5
Capstone planning model
Present a full model for review.
- Instructor-led delivery across virtual, onsite, and hybrid
- Guided labs in every module with instructor coaching
- Capstone planning model build, reviewed with your team
- Flexible scheduling around your calendar
- Lab guides, templates, and checklists included
- Group size and batches set along with you
Build your team's skills. Anywhere in the world.
Real-world use cases
from day one
Instructor-led training
for your teams
Delivered globally
in 100+ countries
Enterprise Training Solutions Customized for Your Company
One partner for instructor-led corporate training, delivered the way your teams work.
Request a Training Quote- Customized Training Delivery
- Scale Your Training: Small to Large Teams
- In-person Onsite, Live Virtual or Hybrid Training Modes
- Plan from 2000+ Industry-ready Training Programs
- Hands-On Labs on Live Infrastructure, Led by Industry Experts
Anaplan Course Topics and Program Outline
A tailored 28-hour, seven-module workshop: one learning journey from Anaplan foundations to a capstone planning model. Sessions pair concepts with labs on real-world use cases. Materials include lab guides and templates, plus a capstone assessment.
Built by Edstellar with Anaplan model building practitioners
Built by Anaplan practitioners who build and run production planning models, shaped around your stack and use cases.
Skill checks baseline your team's Anaplan, modeling, and planning process familiarity before training begins.
Live instruction covers the Anaplan platform, model building, and dimensions with guided walkthroughs.
Guided labs build formulas, data flows, scenarios, and dashboards with instructor coaching throughout.
Your team ships a full planning model in the capstone, reviewed against a checklist by the instructor.
From Anaplan foundations to a capstone planning model, every technique is practiced in guided labs.
Delivered as
Delivered as a hybrid program of live instruction and guided labs, scheduled around your team's calendar in flexible batches.
Navigate a demo Anaplan workspace in a guided walkthrough, locate key models, and review roles and list structures.
learna)Connected planning overview
b)Workspaces and models
c)Navigation and lists
d)User roles basics
Create a model with dimensions, line items, and hierarchies in a guided lab, and configure the model calendar.
learna)Modules and dimensions
b)Line items and data types
c)Hierarchies
d)Model calendar
Build formula-driven calculation chains in a guided lab with realistic planning scenarios and instructor review.
practicea)Formula syntax
b)LOOKUP and SUM with SELECT
c)Time functions
d)Conditional logic
Configure import and export actions in a guided lab, and validate loaded data against source files.
practicea)Data hub design
b)Import actions
c)Export actions
d)Data validation
Create scenario versions and run what-if comparisons in a guided lab, with selective access configured for reviewers.
practicea)Versions and scenarios
b)What-if analysis
c)Model optimization basics
d)Selective access
Build a planning dashboard in a guided lab, then practice ALM sync and review integration checkpoints.
applya)Dashboard design
b)Reporting views
c)Integration concepts
d)ALM model management
Build a complete planning model end to end in a guided capstone lab: structure, formulas, data flows, and dashboard.
applya)Planning use case plan
b)Build model and formulas
c)Configure data and scenarios
d)Deliver dashboard and present
Customize this program tailored to your team?
Tell us your training needs: what your team already works with, the level they’re at, and the topics you want them to focus on. We’ll adjust the modules, duration and hands-on labs, and send you a customized outline for your group.
Key Skills and Outcomes Your Team Will Gain
Seven job-ready outcomes your team will demonstrate by the end of the program. Each competency is practiced in guided labs and reviewed in the capstone model.
Navigate the Anaplan platform
Use workspaces, models, lists, and roles with confidence.
Build models with dimensions
Create modules, line items, hierarchies, and model calendars.
Write formulas and business logic
Build calculation chains with LOOKUP, time functions, and conditions.
Manage data hub flows
Configure imports, exports, and validation for reliable data.
Run scenarios and what-if analysis
Create versions, compare scenarios, and control access.
Design dashboards and manage models
Build reporting views and move models with ALM.
Deliver a complete planning model
Plan, build, and present a working Anaplan model in the capstone.
Teams that Benefit from this Anaplan Group Training
This group training is built for finance, FP&A, and planning groups running Anaplan who want connected, trustworthy plans. Content adapts to each cohort's roles, planning processes, and data landscape, so every batch practices the workflows it owns, from model building to scenario reporting.
Plan with numbers you can trust.
FP&A teams learn modeling, formulas, and scenarios for dependable plans.
Workflow friction
- Spreadsheet chaos
- Slow forecast updates
- Unclear version control
How the program helps
- Faster planning cycles
- Reliable forecast logic
- Cleaner scenario comparison
Practice use cases
- Model building labs
- Formula drills
- Scenario practice
Keep planning data clean.
Finance teams learn data hub flows and validation for trustworthy inputs.
Workflow friction
- Stale source data
- Manual data entry
- Broken imports
How the program helps
- Reliable data loads
- Fewer manual fixes
- Auditable data trails
Practice use cases
- Import labs
- Validation drills
- Data hub walkthroughs
Answer what-if fast.
Planners learn versions, scenarios, and dashboards for agile decision support.
Workflow friction
- Slow scenario modeling
- Static reporting
- Siloed plans
How the program helps
- Faster what-if answers
- Clearer plan communication
- Confident decisions
Practice use cases
- Scenario labs
- Dashboard drills
- What-if practice
Support model builders with confidence.
Support teams learn administration, ALM, and troubleshooting for stable models.
Workflow friction
- Slow model performance
- Untracked model changes
- Access issues
How the program helps
- Stable model performance
- Faster user support
- Safe model changes
Practice use cases
- ALM labs
- Troubleshooting drills
- Access setup practice
Cohorts train as a cross-functional planning team, with each small group aligned on shared modeling and data standards.
Prerequisites: This program benefits financial planners, FP&A analysts, and business planners using Anaplan. Basic spreadsheet and planning familiarity helps but is not required, and no prior Anaplan experience is needed. Content adapts to each cohort's planning processes, data landscape, and experience level.
Planning Analyst to Anaplan Model Builder
Tracks how planning professionals progress from basic platform concepts to advanced modeling and reporting skills across the program's learn, practice, and apply phases.
A program that grows with planning careers, from first model login to confident connected planning.
Mixed cohort, or several teams at once?
We can tailor the training to different teams, roles, and experience levels within the same program.
Certificate of Training Completion.
On successful completion, employees receive an Edstellar course completion certificate, recognizing their commitment to ongoing learning and professional development. It validates the skills they have built and motivates them to keep growing and contribute to organizational success.
Earned, not attended. Awarded on completion of all hands-on labs and the capstone project.
Training Delivery Modes: Virtual, Onsite and Hybrid
Choose the format that fits your planning teams: live virtual sessions, onsite delivery at your office, or a hybrid blend. Every format includes guided labs with instructor coaching.
Hybrid Training
Live sessions blend virtual and onsite delivery, so distributed planning teams learn the same modeling standards together. Every session includes guided labs with instructor coaching.
- Live instruction across virtual and onsite cohorts
- Guided labs in every session with instructor coaching
- One standard for distributed planning teams
- Flexible scheduling around business hours
Onsite Training
An instructor delivers the program at your office, working with your planning processes and data landscape. Labs run against your setup so skills transfer directly to daily work.
- Instructor at your office for the full program
- Labs against your planning setup and data landscape
- Team-wide alignment in one room
- Scheduling built around your calendar
Live Virtual Training
Join live virtual sessions with the same guided labs and instructor coaching as onsite delivery. Screen sharing and breakout labs keep every participant hands-on from anywhere.
- Live instructor-led sessions online
- Guided labs with remote instructor coaching
- Breakout labs for small-group practice
- Recordings and lab guides for review
Need a training format that works for your team?
Full days, half days across weeks, or split by module. Tell us the delivery window and we schedule the cohort around it.
Frequently Asked Questions
Share your team size, timelines, and delivery preference, and we will send a detailed per-group quote with batch options.
Yes. A training advisor will walk through your planning processes, goals, and cohort size to shape the right program scope.
Yes. Live virtual delivery includes the same guided labs and instructor coaching as onsite, with breakout rooms for small-group practice.
Yes. Onsite delivery runs at your location, with labs configured against your planning processes and data landscape.
The program runs 28 hours across seven modules, typically scheduled over four to five days or split across weeks to fit your calendar.
Question not answered here?
Put it in the request. A training specialist answers it directly, within one business day.
Where this Training Fits in Your Team's learning path.
Anaplan is a tool for a planning process your team already understands. Your team learns FP&A and integrated budgeting first, then builds planning models in Anaplan in this course, and finally extends planning to sales and operations planning.
Why Choose Edstellar as Your Anaplan Corporate Training Provider
Edstellar delivers corporate Anaplan training for enterprise teams running connected planning. With 5,000+ certified trainers and 5+ years of corporate training delivery, we combine planning frameworks with guided labs on the tasks your teams run daily: model building, formulas, data flows, and dashboards. Training is tailored to your planning processes and data landscape, so every cohort leaves ready to deliver trustworthy plans.
EXPERT TRAINERS
YEARS DELIVERING
ORGANIZATIONS TRAINED
CERTIFIED
Tailored
Every cohort's labs, examples, and planning scenarios are tuned to your processes and data landscape.
Proven Methodology
A structured path from platform basics to a working planning model, proven across platform training programs.
Practice-Based Learning
Guided labs in every module turn formulas, data flows, and dashboards into practiced team skill.
Expert Trainers
Anaplan practitioners who run production planning models lead every session and review your capstone.
Global Scale
One Anaplan standard delivered to distributed teams, on schedules that fit every region.
Measurable Outcomes
Lab reviews and the capstone model show exactly what each participant can build.
Develop Anaplan Planning Models With Verified Logic and Data Flows
Edstellar helps planning teams connect model structure with the calculations and workflows behind useful scenarios. Participants build dimensions and hierarchies, validate formulas and imports, and create dashboard views. A complete planning model brings these elements together, with review of numerical consistency, access choices, and the clarity of scenario comparisons.
- Step 01
Consult
We explore planning responsibilities and spreadsheet experience to identify needs in dimensions, formula logic, data-hub flows, scenario versions, dashboards, and model administration.
- Step 02
Plan
We connect Anaplan navigation with model structure and calculations, then add validated data flows, scenarios, and reporting before completing an integrated planning model.
- Step 03
Align
We align instruction with financial and business planners’ experience, using guided model-building exercises to introduce platform concepts without assuming previous Anaplan knowledge.
- Step 04
Customize
We tailor planning hierarchies, source files, and what-if cases to familiar business models while preserving calendar logic, version comparisons, and selective access for reviewers.
- Step 05
Execute
Participants build calculations, validate imports, and compare scenarios, receiving feedback on formula consistency, loaded-data accuracy, dashboard clarity, and model-management choices.
- Step 06
Evaluate
We assess the planning model for coherent dimensions, correct calculation chains, verified data flows, and scenario dashboards that clearly explain the assumptions behind differences.
Also from Edstellar
Talent assessments
Psychometric, behavioral, leadership and 360-degree assessment.
→Training needs analysis
Needs analysis, gap identification, and a training roadmap.
→L&D consulting
Learning strategy, content, technology and ROI measurement.
→OD consulting
Org design, succession planning and cultural change.
→Managed training services
Training outsourcing, vendor management, logistics and administration.
→Coaching solutions
Executive and manager coaching that keeps skills in use.
Start an RFP shaped to your needs.
Answer three quick questions about team size, scope, and how often you need the program run, then send the request from the last step. Everything you choose travels with it, so you only fill this in once.
How many team members need training?
Anaplan Training Packages & Pricing
Where L&D holds an annual budget, license packages price the whole year at once instead of raising a purchase order per workshop. Hours and licenses are pooled across teams, programs and locations, so unused capacity is not stranded in one department.
Starter
120
trainee licenses64 hours of group training
Tailored for SMBs
Growth
320
trainee licenses160 hours of group training
Ideal for growing SMBs
Enterprise
800
trainee licenses400 hours of group training
Designed for large corporations
Custom
Unlimited
trainee licensesDuration set by the rollout
Multi-region and multi-year
Training Packages & Pricing
Choose the training format that works for your team. Pricing is customized based on your requirements, cohort size, and delivery needs.
Request Anaplan Training for Your Team
Tell us about your planning processes, team size, and data landscape. A training advisor responds with a tailored proposal, batch options, and scheduling that fits your calendar.