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.)
House the Data Hub in its own workspace. This allows for the data hub to expand in size without disrupting inbound or outbound integrations. It also allows for segregation of duties (users who manage the data, are kept separate from the production models)
When creating a module, consider the scope of the calculation and only include the dimensions that are needed. If the formula doesn't return the value required, or errors, don't keep adding dimensions until it does; it is better to review the calculation itself. Check other modules; you may already have a calculation…
When utilizing the same module for multiple cards that are the same "card type", then consider saving it as a template. This will allow increased efficiency when creating boards or worksheets.
More information about versions can be found here. Version Information for PowerPoint Add-in
More information about versions can be found here. Version Information for Excel Add-in
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