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.)
Try and minimize the amount of data you retrieve with the add-in in order to ensure great performance. If you want to retrieve a small amount of data from a large module, you might want to create a separate module just for the add-in Best Practice article Best Practices and Tips & Tricks About PowerPoint Add-In
Do not change the module name in Anaplan as this may break the connection. Best Practice article Best Practices About Microsoft Office for the Add-Ins
It is best to upgrade to the latest version after it has been fully tested by the business Best Practice article Governance for the Office Add-Ins
It is best to use Named Ranges rather than relying on formula references. Best Practices article Best Practices About Microsoft Office for the Add-Ins
Do not change the module name in Anaplan as this may break the connection. Best Practices article Best Practices About Excel Add-In
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