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 Time Ranges to optimize the modules where the default model calendar is not appropriate. Consider the dimensionality for the data and set up the Time Range accordingly. Best Practices article: Time Range Application
Keep the naming short using the FYxx-FYyy format. This format allows the administrator to see the scope and name of the Time Range in the module blueprint without referring back to the Time Range itself; it fits within the column of the blueprint. This aids auditing and analysis However, this does mean that the Time Range…
Turn the "include" settings off by default and only include these if absolutely necessary. These additional settings (Quarter totals, Year to date, Year to go etc.) will be included in all modules with the model calendar as the time dimension. Thus they will perform calculations on these subtotals. Consider if you really…
Utilising the Current Period within the Time Settings allows the use of CURRENTPERIODSTART(), CURRENTPERIODEND() and can be used to create lookup modules to hold the current period automatically. Exceptions: * 1.01-03a Daily Timescales: The lowest granularity for Time Settings is weekly, so if the Current Period needs to…
As the Model Calendar is dynamic, there are a lot of advantages in using it for the majority of modules. Choose suitable time settings (past and future years) that cover most of the requirements and use the model calendar to set these in the most part. For the exceptions outside of the “norm” use time ranges for efficiency…
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