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Best Practices

Technical guidance from our internal experts

Our Best Practices section includes thought-leadership, technical guidance, and step-by-step tutorials written by our internal experts, such as our Operational Excellence Group (OEG). Don't be afraid to comment and ask questions!

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Design: Use shapes and icons
End User Feature: Show and Hide options within the content menu
Management Reports: Table card formatting options
With the introduction of the table card in Management Reporting, you now have several formatting options available to determine how you want the table and data to appear on your report. This article will guide you through those options and guide you on when to use them. When looking to format the appearance of your Table…
[First Look] Enhanced Object Search
Feature: Enhanced Object Search Release Date: February 2022 Impact Assessment: Quicker navigation & model building What is changing? The new Search functionality is a new and centralized way to explore model objects and simplify how you navigate throughout your models What are the benefits? A single search will find…
[First Look] Tab Split View
Feature: Tab Split View Release Date: September 2022 Impact Assessment: Optional Change What is changing? A tab split screen (view) will now be available for both Workspace Administrators and End Users. This functionality is comparable to the undock feature in the classic experience. What are the benefits? With the tab…
[First Look] New Features in Modeling
Introducing new modeling features If you are looking for a brief overview of the new features available in modeling or the modeling experience, you have come to the right place. In this article, we will add links to new model building features and provide an overview of the essentials of the functionality. When possible,…
[First Look] Pages Interface: Modules
Feature: Pages Interface for Modules Release Date: September 2022 Impact Assessment: Better alignment with UX pages What is changing? A new tab is available in the Admin screen of the Pages interface called Modules, which lists the modules used on that page. Those names can be selected and will open the modules as a new…
Design: Utilizing all page types within a model
Build: Data Write
Design: Publish worksheets when appropriate
How to prepare for the change to the default Modeling Experience - FAQs
What is happening? The New Modeling Experience will become the default experience in February 2023. It is replacing the Classic Modeling Interface but not eliminating Classic Dashboards or forcing you to use the UX Apps and Pages. What does that mean? Simply, the modeling interface is getting an update to the look and feel…
Build: View Designer page creation actions
Design: Utilize customizable hex color codes for your charts within the UX
Build: Using custom views for flexibility
Suppressing zeros in line charts
Problem statement Solution options Line item format setting: Zero format Chart configuration: Trailing zeros Suppressing all zeros in line charts with NaN Conclusion Additional resources/credits Problem statement Let's consider plotting a line chart for the following data set: For this example, I want to exclude zeros from…
Applying "transparent" conditional formatting in the UX
When we apply conditional formatting to a grid in the UX, there is no option to set a transparent color. However, with some creative use of specific color codes, we can simulate the transparent effect. I will focus on two specific cases below: editable cells and read-only cells. Both of these cases follow the same approach…
[Part 2] Using line item subsets for dynamic error messages for user input validation
* Step 1: Create a module for your error messages * Step 2: Create your line item subset * Step 3: Create a System module to store metadata associated with the validations * Step 4: Create a module and use COLLECT to summarize error information * Step 5: Create an Output module to display the error messages and other…
[Part 1] Validating user input in Anaplan: Approaches and challenges
Pros/cons of common approaches Common approaches: Examples Error logic User experience Example 1: Simple error messages Example 2a & 2b: Nested IF statement Example 3: Concatenation of multiple error messages Example 4: Separate errors for each line item Wrap-up of Part 1: Summary of common (sub-optimal) approaches…
Personas: Rights management for Pages
Automate current date import using Power Automate
As you all know, Anaplan cannot display the current time from a function, so it needs to be imported into a module by an import action. As described here it can be done via Python: Import and automate current date import to Anaplan. I would like to to show you an easier way of doing it when your organization has access to…

Best Practices

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Polaris Tips & Tricks

On Demand Calculation (ODC) only applies to “end of chain” line items with summary methods other than RATIO, FORMULA or NONE. “End of chain” means no other line items require the aggregates of a line item for their result. This means that even if there are other line items in the “referenced by column” the line item may still be taking advantage of ODC! The easiest way to see if a line item is taking advantage of ODC is to select aggregate levels and see if the populated cell count increases.

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