Anaplan Level 1 and 2 Training

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Instructor-Led Training Parameters

Course Highlights

  • Instructor-led Online Training
  • Project Based Learning
  • Certified & Experienced Trainers
  • Course Completion Certificate
  • Lifetime e-Learning Access
  • 24x7 After Training Support

Anaplan Level 1 and 2 Training Course Overview

Welcome to your comprehensive journey into Anaplan, the front-runner in connected planning. This combined Level 1 and Level 2 course by Multisoft Systems starts with the essentials and gradually builds your expertise to advanced model building techniques. Starting from the basics of creating and maintaining Anaplan models in Level 1, you will learn about modules, lists, line items, and hierarchies. As you progress to Level 2, the course deepens your knowledge with complex model designs, advanced calculation functions, data import/export, and intricate dashboard design. Whether you are just starting or looking to enhance your Anaplan skillset, this program offers a comprehensive understanding of the Anaplan platform, preparing you for a dynamic planning environment.

The journey begins with Level 1: Anaplan Essentials. This is where you will learn the foundation of Anaplan, starting with building and maintaining models. The course focuses on critical components like modules, lists, line items, and hierarchies. You will gain hands-on experience, learning to navigate Anaplan's user-friendly interface, and understanding the best practices for model design.

As you transition to Level 2: Advanced Model Building, the complexity of your learning increases. Here, you will delve deeper into the intricacies of Anaplan, understanding how to manage and design complex models. You'll explore advanced topics such as calculation functions, importing and exporting data, setting user roles and permissions, and designing efficient and visually appealing dashboards. Throughout this course, you will not only gain practical skills but also insights into strategic planning techniques that are invaluable in today's dynamic business environment. Whether you're a beginner entering the world of connected planning or an experienced planner wanting to enhance your proficiency, this combined course is a valuable stepping stone towards mastering Anaplan.

Anaplan Level 1 and 2 Course Objective
  • Provide a comprehensive understanding of the Anaplan platform, beginning with basic operations and advancing to complex model building techniques.
  • Equip students with the skills to construct, modify, and maintain Anaplan models effectively.
  • Familiarize students with Anaplan's core components such as modules, lists, line items, and hierarchies, and explain how to utilize them in model building.
  • Introduce advanced topics including complex calculation functions, data import/export processes, and the assignment of user roles and permissions.
  • Train students to design and manage visually appealing and efficient dashboards, enhancing their ability to present and analyze data.
  • Prepare students for a dynamic planning environment, enhancing their proficiency in strategic planning and decision-making in a business context.
Anaplan Level 1 and 2 Online Training
  • Recorded Videos After Training
  • Digital Learning Material
  • Course Completion Certificate
  • 24x7 After Training Support
Target Audience
  • Beginners
  • Intermediate Users
  • Advanced Users
  • Business Analysts and Planners
  • Data Analysts and Data Scientists
  • Project Managers and Team Leads
Anaplan Level 1 and 2 Course Prerequisites
  • Familiarity with basic principles of business planning such as budgeting, forecasting, and strategic planning would be beneficial.
  • Given that Anaplan's interface shares similarities with spreadsheet software, prior experience with tools such as Microsoft Excel or Google Sheets would be useful.
  • As the course delves into data management and complex calculations, having good analytical skills would enhance comprehension and application of the concepts taught.
  • The ability to solve problems, as the course encourages learners to apply concepts learned to resolve model building and planning issues.
Anaplan Level 1 and 2 Course Certification
  • Multisoft Systems provides a globally recognized training certificate after successful completion of Anaplan Level 1 and 2 Training Course.

Instructor-led Training Live Online Classes

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Anaplan Level 1 and 2 Training Course Content

  • Anaplan Model Building with help of ALM(Application Lifecycle Management) concepts
  • Set up company’s Fiscal year, start and end date with the help of Calendar and Time Settings.
  • Adding a list, list members, re-order a list. Worked with Flat List, Numbered List
  • Adding List Properties. Worked with List-Subsets
  • Import to a List with the help of file extension such as .csv.
  • Removing the concept of Sparsity if occurred within the Model with the help of numbered list and List Subsets
  • Creating Modules - Dimension and Line Items. Format Settings for Line items
  • Worked with Pivot view to reorder the line items as Rows, columns and versions.
  • Import line items into a module, Import data into Modules, and Import data into a numbered list.
  • Use of Users List into the module.
  • Worked with Time & Date, Numeric, Logic, Aggregation Functions which includes SUM, LOOKUP, FIND, FINDITEM etc.
  • Worked with different model modes such as Standard, Deployed, and Locked and Archived mode.
  • Production list and Production data.
  • Deploying of Production data into the Module. Moving of data from Development Model to production model.
  • Revision tags to move the latest structural changes from a source model to a target model.
  • Creating and designing Dashboards.
  • Publishing of different types of grids, charts to an existing or a new Dashboard.
  • Assigning a dashboard to a Functional Area.
  • Adding users and assigning role to the users and also giving users access into the Anaplan Models
  • Worked on with Content Panel.
  • Selective Access: Grants individual users Read and Write permission for designated model data.
  • Restoring the Model.
  • Solving Anaplan Tasks and Real Time Project Scenarios
  • ANAPLAN NEW UX Walkthrough


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Anaplan Level 1 and 2 Training (MCQ) Assessment

This assessment tests understanding of course content through MCQ and short answers, analytical thinking, problem-solving abilities, and effective communication of ideas. Some Multisoft Assessment Features :

  • User-friendly interface for easy navigation
  • Secure login and authentication measures to protect data
  • Automated scoring and grading to save time
  • Time limits and countdown timers to manage duration.
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Anaplan Level 1 and 2 Corporate Training

Employee training and development programs are essential to the success of businesses worldwide. With our best-in-class corporate trainings you can enhance employee productivity and increase efficiency of your organization. Created by global subject matter experts, we offer highest quality content that are tailored to match your company’s learning goals and budget.

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Customized Training

Be it schedule, duration or course material, you can entirely customize the trainings depending on the learning requirements


Be it schedule, duration or course material, you can entirely customize the trainings depending on the learning requirements

360º Learning Solution

Be it schedule, duration or course material, you can entirely customize the trainings depending on the learning requirements

Learning Assessment

Be it schedule, duration or course material, you can entirely customize the trainings depending on the learning requirements

Certification Training Achievements: Recognizing Professional Expertise

Multisoft Systems is the “one-top learning platform” for everyone. Get trained with certified industry experts and receive a globally-recognized training certificate. Some Multisoft Training Certificate Features :

  • Globally recognized certificate
  • Course ID & Course Name
  • Certificate with Date of Issuance
  • Name and Digital Signature of the Awardee
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Anaplan Level 1 and 2 Training FAQ's

This course is suitable for a wide range of audiences, from beginners new to connected planning, to experienced professionals looking to refine their Anaplan skills. It can also benefit business analysts, data scientists, project managers, consultants, and IT professionals who want to leverage Anaplan in their roles.

While there are no strict prerequisites, having a basic understanding of business planning and familiarity with spreadsheet software can enhance your learning experience. Additionally, analytical skills, problem-solving ability, computer literacy, and an interest in data analysis and planning are recommended.

Yes, the course involves a hands-on approach, with opportunities to apply what you've learned to practical tasks and challenges. This ensures that you understand not just the theory, but also the practical application of the skills and concepts taught.

The course is designed to cater to learners with varying levels of experience. The Level 1 course begins with the basics of Anaplan, making it ideal for beginners. As you progress to Level 2, you'll build upon this foundation with more advanced concepts and techniques.

This course helps you master Anaplan, a leading platform in connected planning. By understanding how to build and manage models, perform complex calculations, manage data, and create dashboards, you can boost your capabilities in strategic planning, data analysis, and decision-making - skills highly sought after in today's business environment.

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