How to Use Anaplan

Getting started with Anaplan

In this guide, you will learn how to set up Anaplan and create your first connected plan for enterprise finance and operations. By the end, you'll be able to manage budgeting and forecasting with ease.

Step 1: Sign up and set up

1. Visit Anaplan's website.
2. Click on the "Get Started" button located at the top right of the homepage.
3. Fill in the required details to create your account and click "Sign Up".
4. Once you receive a confirmation email, click the link to verify your account.
5. Log in to Anaplan with your new credentials.

Step 2: Your first model

1. After logging in, you will be directed to the Anaplan homepage. Click on "Models" in the left-hand navigation panel.
2. Click the “Create Model” button.
3. Enter a name for your model (e.g., "2023 Budget Plan") and select a workspace if prompted.
4. Click "Create" to open the model.
5. In the model, navigate to "Modules" and click "Create Module".
6. Name your module (e.g., "Sales Forecast") and define the dimensions such as time and product categories.
7. Input your data by clicking on the cells and entering figures or importing data from a spreadsheet.

Step 3: Get better results

1. To enhance your model, explore the “Dashboards” section in the left-hand panel. Click “Create Dashboard” to visualise your data.
2. Add charts and tables by dragging them from the toolbox on the right side.
3. Use the “Actions” menu to automate data imports or exports; set up regular updates for real-time data.
4. Experiment with scenario modelling by creating different versions of your models to assess various business conditions.

Pro tip

Take advantage of Anaplan’s "Blueprint" feature, which allows you to see the underlying structure of your model. This helps you understand how data flows and makes troubleshooting easier.

Common mistake to avoid

Avoid creating too many separate models for different departments. Instead, use one connected model with multiple modules to ensure better collaboration and data consistency across your organisation.