Are you an expert model builder who enjoys tweaking your models so you can shave micro-seconds off load times? Maybe you’ve been assigned the task of taking a poorly performing model and getting it back up to speed. Or you are looking for a way to take your model building skills to the next level.
We’ve got some exciting news for you! We’ve looked at the principal ways that you can optimize model performance and created a checklist. It builds on what we’ve provided in the Planual and takes it a step further. The checklist helps you identify issues that may impact performance, explains why, and includes the actions you can take to fix them.
Use the checklist:
When building new models to ensure that you are following best practices. Add going through the checklist as part of every sprint review.
When performing a yearly review of models, as some COEs may require. Use the checklist to help complete the review.
When you have a model that is experiencing a problem with performance. Some of the items in the checklist can be corrected easily, others may take some time.
When coaching or mentoring new model builders. Encourage them to use the checklist to instill good model building habits right from the start.
How to use the checklist: The checklist includes questions. Click the posts to display more information. Each topic includes more details about when and why this may be a problem, how to correct it, and links to articles and short lessons that provide more information.
A model optimization tracker is available for download to assist you as you review each of these optimization checklist steps. Another resource you are encouraged to review is the Anaplan Planual, which provides a systematic set of standards for model building on the Anaplan platform and is designed to produce the most…
This is a problem when the properties don't meet the following use case needs: * Display Name for numbered lists * Creating actions using numbered lists * Export labels * Facilitating navigation to different dashboards (classic dashboards) * Creating driver and dependent lists Why is this a problem? List properties are the…
When is this a problem? Each year that is included in the model calendar increases the size of the model. When used for planning purposes, it's likely that only certain data sets are needed, leaving many empty cells. Why is this a problem? It is unnecessary to increase the model calendar years when Time Ranges are…
When is this a problem? Data sources without an associated action are unnecessary. Why is this a problem? It can be confusing to have data sources without actions. It is best to keep things tidy. How to correct: Delete data sources that do not have actions associated with them. More information: Planual 5.03-01 Anapedia:…
When is this a problem? All sources of data should either be a file or module view, not a list or module. Why is this a problem? When using a list or module as a data source, there are no filtering mechanisms available. How to correct: It is a recommended best practice to use a saved view when importing data from one model…
When is this a problem? When you receive a yellow exclamation point, that is an error. You may also see warnings. Both errors and warnings need to be corrected. The action or process should show all green checkmarks. Why is this a problem? Imports will run, but the errors and warnings will result in missing data. How to…
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