Drive Team Excellence with Anaplan Corporate Training

Anaplan is a cloud-based enterprise planning and performance management platform that enables businesses to connect data, people, and plans across various departments and functions. This platform is critical for organizations that enhance their strategic planning processes, improve overall performance, and foster more informed decision-making. The training broadly focuses on the practical application of Anaplan without delving into specific topics in this overview.

Edstellar's instructor-led Anaplan training course stands out due to its unique approach to learning. It offers virtual/onsite Anaplan training options to cater to diverse needs. This flexibility allows organizations to choose the most suitable environment for their team's learning experience. This hands-on approach facilitates a deeper understanding of Anaplan's capabilities and equips professionals with the skills to apply their knowledge effectively within their organizations. Edstellar ensures that professionals leave the course not just with theoretical knowledge but with the confidence and competence to contribute to their organization's success through the strategic use of Anaplan.

Get Customized Expert-led Training for Your Teams
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
Experience Hands-On Learning from Industry Experts
Delivery Capability Across 100+ Countries & 10+ Languages
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Skills Your Employees Will Gain

These are the core, hands-on capabilities your team builds during the program.

  • Data Integration
    Data Integration is the process of combining data from different sources into a unified view. this skill is important for roles like data analysts and engineers, as it enables informed decision-making and enhances data accuracy.
  • Dynamic Planning Models
    Dynamic Planning Models involve creating adaptable strategies that respond to changing conditions. This skill is important for roles in project management and operations, ensuring efficient resource allocation and timely decision-making.
  • Cross-Functional Collaboration
    Cross-Functional Collaboration is the ability to work effectively with diverse teams across various departments. this skill is important for roles like project management and product development, as it fosters innovation, enhances problem-solving, and drives project success through diverse perspectives.
  • Automated Planning Tasks
    Automated Planning Tasks involve using software to streamline scheduling and resource allocation. This skill is important for project managers to enhance efficiency and reduce errors.
  • Advanced Analytics
    Advanced Analytics involves using statistical methods and tools to analyze complex data sets, uncover patterns, and make data-driven decisions. This skill is important for data scientists, business analysts, and decision-makers, as it enables them to derive actionable insights, optimize processes, and enhance strategic planning.
  • Dashboard Customization
    Dashboard Customization is the ability to tailor data visualizations to meet specific user needs. This skill is important for data analysts and business intelligence roles, as it enhances decision-making by presenting relevant insights clearly and effectively.

What Your Team Will Achieve After This Training

  • Integrate diverse data sources into a unified planning platform, enhancing decision-making with a comprehensive view of business operations
  • Design and implement dynamic planning models that adapt to changing business conditions, allowing for real-time scenario analysis and forecasting
  • Streamline cross-functional planning processes, fostering collaboration among finance, sales, supply chain, and HR departments to achieve strategic alignment
  • Automate routine planning tasks, reducing manual effort and increasing accuracy in financial and operational forecasts
  • Leverage Anaplan's advanced analytics for deeper insights into business performance, driving informed strategic initiatives and operational improvements
  • Customize dashboards and reports to effectively communicate key performance indicators and insights to stakeholders, supporting data-driven decision-making

Topics & Program Outline

The curriculum is organized into focused modules built by industry experts and delivered virtually or on-premise. Interactive sessions reflect the evolving demands of the workplace, keeping the learning both relevant and practical.

  1. Overview of Anaplan
    • What is Anaplan?
    • History of Anaplan
    • Importance in business planning
  2. Core components
    • Data management
    • Planning and modeling
    • Reporting and analytics
  3. Anaplan's architecture
    • Cloud-based platform
    • Security features
    • Integration capabilities
  4. User roles and permissions
    • Defining user roles
    • Managing access levels
  5. Getting started with Anaplan
    • Setting up an account
    • Navigating the interface
  6. Key terminology
    • Understanding basic terms
  1. Understanding design principles
    • Best practices for model design
    • Scalability and performance
  2. Model planning
    • Identifying business requirements
    • Mapping out the model structure
  3. Dimensions and hierarchies
    • Creating lists and hierarchies
    • Managing time settings
  4. Module design
    • Defining modules and line items
    • Setting up formulas
  5. User experience design
    • Custom dashboards and views
    • Interactive components
  6. Documentation and maintenance
    • Documenting the model design
    • Version control and updates
  1. Data integration overview
    • Types of data sources
    • Data integration strategies
  2. Preparing data for import
    • Data cleaning and transformation
    • Setting up import sources
  3. Import actions
    • Creating and scheduling imports
    • Troubleshooting common issues
  4. Mapping data
    • Mapping dimensions and items
    • Handling data mismatches
  5. Automation and APIs
    • Automating data imports
    • Using Anaplan's APIs for integration
  6. Best practices
    • Maintaining data quality
    • Optimizing import performance
  1. Blueprint view basics
    • Exploring the blueprint interface
    • Understanding line item properties
  2. Line item configurations
    • Setting up formulas and formats
    • Applying time settings and versions
  3. Security and access control
    • Defining cell-level access
    • User and role-based permissions
  4. Model optimization
    • Performance optimization techniques
    • Auditing and cleanup strategies
  5. Advanced configurations
    • Conditional formatting
    • Dynamic cell access
  6. Version management
    • Managing model versions
    • Scenario planning with versions
  1. Formula writing fundamentals
    • Basic syntax and operators
    • Creating complex formulas
  2. Function library
    • Commonly used functions
    • Advanced mathematical functions
  3. Linking modules
    • Creating references between modules
    • Managing dependencies
  4. Best practices for formulas
    • Optimizing formula performance
    • Debugging and error handling
  5. Dynamic calculations
    • Time-based calculations
    • Conditional logic
  6. Data validation and integrity
    • Ensuring data accuracy
    • Using formulas for data checks
  1. Platform capabilities
    • Overview of features and tools
    • Recent updates and enhancements
  2. User interface customization
    • Designing user-friendly dashboards
    • Customizing views and charts
  3. Collaboration tools
    • Using Anaplan for teamwork
    • Sharing models and data
  4. Workflow and process management
    • Setting up workflows
    • Task management and notifications
  5. Security features
    • Data encryption and compliance
    • User authentication methods
  6. Integration with other systems
    • Connecting with ERP, CRM, and BI tools
    • Using middleware for integration
  1. Model architecture
    • Understanding model components
    • Designing efficient models
  2. Data management
    • Managing large data sets
    • Data hierarchies and aggregations
  3. Calculation engine
    • How calculations are processed
    • Optimizing calculation times
  4. Model versioning and scenarios
    • Creating and comparing scenarios
    • Managing model versions
  5. User roles and model access
    • Configuring role-based access
    • Managing model permissions
  6. Audit and compliance
    • Tracking changes and usage
    • Ensuring model integrity
  1. Model creation
    • Starting a new model
    • Setting up the foundation
  2. Basic building blocks
    • Lists, modules, and line items
    • Configuring basic settings
  3. Simple calculations and formulas
    • Writing simple formulas
    • Understanding calculation order
  4. Basic reporting
    • Creating basic reports and dashboards
    • Customizing report views
  5. User input and interaction
    • Setting up forms and input templates
    • Gathering user feedback
  6. Model validation
    • Testing model accuracy
    • Validating assumption
  1. Core model structure
    • Defining the spine of your model
    • Importance of a solid foundation
  2. Time settings
    • Configuring time scales and ranges
    • Impact of time on model calculations
  3. Central lists and hierarchies
    • Creating and managing central lists
    • Benefits of centralized structures
  4. Core modules
    • Designing key functional modules
    • Integrating core modules with the spine
  5. Spine calculations
    • Central calculations and their impact
    • Leveraging the spine for performance
  6. Model scalability
    • Ensuring model growth and scalability
    • Planning for future expansions
  1. Dashboard design
    • Principles of dashboard design
    • Creating interactive and informative dashboards
  2. Basic widgets and components
    • Using charts, grids, and texts
    • Customizing interface elements
  3. Navigation and usability
    • Improving model navigation
    • Enhancing user experience
  4. User feedback mechanisms
    • Collecting and incorporating feedback
    • Iterative design process
  5. Access controls and sharing
    • Setting up dashboard access levels
    • Sharing dashboards and insights
  6. Performance considerations
    • Optimizing dashboard performance
    • Balancing detail and usability

Who Should Attend?

This program suits professionals at many levels across the organization, including:

  • Financial Analysts
  • Business Analysts
  • Financial Planners
  • Budget Analysts
  • Planning Managers
  • Finance Managers
  • Anaplan Administrators
  • Operational Analysts
  • Project Managers
  • Performance Analysts
  • Supply Chain Analysts
  • Business Operations Managers

What are the Prerequisites?

Professionals should have a basic understanding of business processes, financial modeling, and data analysis to take the Anaplan training course.

Request a Quote for your Corporate Training Requirements

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Delivering Training for Organizations across 100 Countries and 10+ Languages

Choose the Format That Fits Your Team

We design training your teams actually engage with, and deliver it the way that suits you best. Through a vetted global trainer network, Edstellar runs sessions in 10+ languages with consistent quality anywhere.

Virtual Anaplan Training

Virtual / online: expert-led live sessions delivered anywhere, with consistency and easy scheduling.

We deliver anywhere worldwide
Standardized content for consistent outcomes
Join from own workspace, no travel
We scale to large groups across sites
Interactive tools keep remote learners engaged
On-site Anaplan Training

On-site (in-house): immersive, instructor-led learning at your office.

Our trainers run face-to-face at your office
We tailor setup/content to your workplace and tools
Group exercises drive collaboration
Live demos +  hands-on practice
Direct trainer access to clarify doubts
Off-site Anaplan Training

Off-site: focused, instructor-led group learning away from everyday workplace distractions.

We host your teams at a venue of your preferred choice
Built-in group activities for bonding
Full uninterrupted schedule for focus/retention
Boosts morale and signals commitment

Get a Proposal Shaped to Your Needs

Need pricing for onsite, offsite, or virtual delivery? Get a proposal tailored to your team's needs.

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        Starter
        120 licences

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        What Sets Edstellar Apart

        Experienced Trainers

        Our trainers are drawn from a vetted global network and bring years of industry expertise, keeping every session practical and impactful.

        Proven Quality

        With a strong global track record, Edstellar is known for quality and engaging delivery.

        Industry-Relevant Curriculum

        Our programs are built by experts to match the demands of today's industry.

        Fully Customizable

        Every program can be tailored to your organization's goals.

        Comprehensive Support

        We provide pre- and post-session support for a complete learning experience.

        Global Multi-Location & Multilingual Training Delivery

        We deliver in multiple languages to support diverse global teams.

        Hear from Organizations We've Trained

        "The Anaplan course revolutionized how I approach my daily responsibilities. As a Finance Systems Analyst, understanding industry best practices was essential, and this training delivered beyond all expectations. The invaluable real-world experience. My ability to architect solutions and solve complex problems has improved substantially. The instructor's insights on expert-led workshops have proven instrumental in my professional advancement.”

        Karen Grant

        Finance Systems Analyst,

        Global Technology Solutions Provider

        "This Anaplan course was precisely what I needed to design robust operational excellence architectures. The hands-on approach to practical simulations and seamless integration with interactive labs was outstanding using advanced techniques from this training. Our solution delivery efficiency and quality have increased substantially across the board. The comprehensive curriculum has elevated my solution delivery capabilities significantly.”

        Alessandro Fontana

        Anaplan Consultant,

        Enterprise Software Development Firm

        "As a FP&A Analyst leading professional expertise operations, the Anaplan training provided our team with essential strategic frameworks expertise at scale. The comprehensive modules on hands-on exercises and expert-led complete operational footprint. Our team delivered record-breaking results in the subsequent quarter, exceeding all targets. This course has proven invaluable for driving our organizational transformation and sustained excellence.”

        Shanti Yadav

        FP&A Analyst,

        IT Services and Solutions Provider

        “Edstellar’s IT & Technical training programs have been instrumental in strengthening our engineering teams and building future-ready capabilities. The hands-on approach, practical cloud scenarios, and expert guidance helped our teams improve technical depth, problem-solving skills, and execution across multiple projects. We’re excited to extend more of these impactful programs to other business units.”

        Aditi Rao

        L&D Head,

        A Global Technology Company

        Recognition That Motivates Your Team

        Upon successful completion of the training course offered by Edstellar, employees receive a course completion certificate, symbolizing their dedication to ongoing learning and professional development.

        This certificate validates the employee's acquired skills and is a powerful motivator, inspiring them to enhance their expertise further and contribute effectively to organizational success.

        Recognition That Motivates Your Team