How do you create a model in Anaplan?

 

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Creating a model in Anaplan involves a series of structured steps using its Model Builder interface. Below is a step-by-step guide to help you understand how to create a model in Anaplan:

Step 1: Log In and Access Anaplan Workspace

• In the Home or Models tab, select the workspace where you want to build the model.

Step 2: Create a New Model

• Click “New Model”.

• Give your model a name and optionally a description.

• Choose to create a blank model or a starter model (template-based).

Step 3: Define Time, Versions, and Model Settings

• Navigate to Model Settings:

  • Time: Set fiscal year, time granularity (e.g., monthly, quarterly).

  • Versions: Add versions like Actual, Forecast, Budget.

  • Configure other settings such as Users, Dashboards, and Access Controls.

Step 4: Build Lists (Dimensions)

• Lists are like master data—e.g., Products, Regions, Departments.

• Go to General Lists and create your dimensions.

• Include properties or hierarchy if needed (e.g., Product Categories → Products).

Step 5: Create Modules

• Modules are where calculations and data live.

• For each module:

  • Define the dimensions (lists, time, versions).

  • Add line items (measures or calculations).

  • Define formulas, formats, and summary methods.

Step 6: Import Data

• Use the Import functionality:

  • Upload data into lists (like product names).

  • Import values into modules.

• Map columns to dimensions or line items.

Step 7: Create Dashboards (UX Pages)

• In the UX or Classic Dashboard:

  • Drag modules, charts, KPIs, and filters.

  • Build interactive dashboards for users.

Step 8: Define User Roles and Security

• Assign roles (e.g., Admin, Planner).

• Set selective access to control who sees what data.

Step 9: Test and Validate

• Check calculations, inputs, and data flow.

• Validate assumptions and outputs with stakeholders.

Step 10: Deploy and Share

• Move the model from development to production using Application Lifecycle Management (ALM) if needed.

• Share dashboards with end users.

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