The Planual provides a systematic set of standards for model building on the Anaplan platform. The rules in it are designed to produce the most efficient, usable, and scalable Anaplan models, while dramatically increasing performance for models in all contexts. We recommend that model builders familiarize themselves with these standards and start to incorporate them into their model-building practices. (The results will be significant!)
Read from top to bottom to see how the rules fit together, or access only the rules that are most applicable to your specific application. For many rules, we have included links to additional rules and relevant articles in Community. The Planual is an evolving document and leverages years of experience and experimentation from internal Anaplan builders, customers, partners, and Master Anplanners. We welcome all feedback and suggestions! (A French version is available here.)
By default, you should turn summaries off on line items using the Collect() function. By having summaries turned on, the system is aggregating data that is not usually needed. Related to Rule: 2.01-10 Calculation Modules 2.03-01 Turn Summary options off by default
TIMESUM formulas should not be used in a line item that applies to Time, the formula will be duplicated for each time period. If the TIMESUM does use time periods then consider using MOVINGSUM instead. https://www.youtube.com/watch?v=PvimWuX5jVw
Use Line Item subsets to create different numeric formulae for each version to avoid multiple Ifs Best Practice article: Line Item Subsets Demystified Decreasing the Length of Your Formulas Variance Analysis With Native Versions Made Easy
Anaplan will accept a zip file format as an import source. For large files, this will greatly improve the import speed
Make use of the notes section in the blueprint to document where a line item is used as a filter. This will help in the auditing of a model for saved views, and dashboard filters.
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