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.)
Use Boards to render KPI’s, graphs, variance reporting, reviewing data from multiple modules, landing pages Best Practice article Understanding Anaplan's UX with Analogies, FAQs and Best Practices
When staging line items are not needed to be viewed by the page builder, create an output module to be used for generating the Custom View Related to Rule: 2.01-04 Use the D.I.S.C.O. Methodology for Module Design
Using Custom Views allows the Page Builder to use inherent functionality like richer conditional formatting options Exceptions 4.01-02a – It may be advantageous to use Module Views when the same data layout will be used for more than one Card type (e.g. a grid and a chart) 4.01-02b – Module Views should be used where…
As short as is practical. Use Alpha numeric to prefix the Page name to help order the pages correctly on the App Contents page Best Practice article Understanding Anaplan's UX with Analogies, FAQs and Best Practices
Review the need for daily granularity for long timescales, specifically if the daily timescale spans five years or more. Use time ranges to restrict the daily calendars if possible and also use PREVIOUS rather than CUMULATE to optimise calculation efficiency. Related to Rule: 2.02-10 Using PREVIOUS vs. CUMULATE Best…
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