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.)
If you are using lists instead of native timescale or native versions, ensure these lists are placed as the first two lists in the dimension order. This mirrors the native time and version settings which will improve performance when mapping between native time/versions and standard lists Best Practice Article: Dimension…
Copying large modules, especially those with filters and many views, can take some time and block the model whilst doing so. For large modules, it is likely to be quicker to re-create the module Related to rule: 2.04-03: Keep the default view clean
Versions have built-in functionality that is not available for normal lists. However, a large number of Versions (e.g. 10+), can have performance implications due to the block structure. Review the need for high number of Versions, and if the native functionality is not critical or needed, consider using a normal list to…
When creating Apps for mobile, think through the layout of the pages and develop the flow of page elements from left to right within each row on a Board. It may be appropriate to create a separate App for the mobile with proper spacing among the different elements Best Practice article Top 5 Design Best Practices for…
Use Worksheets for entering or editing large data sets, pivoting data Best Practice article Understanding Anaplan's UX with Analogies, FAQs and Best Practices
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