Need documentation on Model Optimization techniques

akbajpai

Dikshant

Optimizing an Anaplan model is essential for ensuring optimal performance, especially as the complexity and size of the model grow. Here are some techniques for model optimization in Anaplan:

1. Selective Access:

• Utilize Selective Access sparingly. While it's a powerful feature, having too many selective access points can impact performance.

2. Module Simplification:

• Simplify modules by removing unnecessary line items.
• Use line item subsets to reduce module complexity.

3. Hierarchy Management:

• Limit the number of items in hierarchies, especially for large lists.
• Consider consolidating or flattening hierarchies where appropriate.

4. Versions and Time Ranges:

• Limit the use of versions and time ranges to what is necessary for your planning process.

5. Use of Boolean Line Items:

• Minimize the use of Boolean line items as they can consume extra space.

6. Module-to-Module References:

• Limit cross-module references, especially across large datasets.

7. Summary Methodology:

• Optimize summary methods. Use consolidation functions appropriately.

8. Process Optimization:

• Streamline and optimize your processes.
• Minimize the number of actions and keep them efficient.

9. Page Selector Management:

• Manage page selectors efficiently. Avoid unnecessary page selectors, especially for large lists.

10. Data Sparsity:

• Be mindful of data sparsity. Optimize module dimensions based on the density of your data.

11. Workspace Cleanup:

• Regularly review and clean up the workspace. Remove unused modules, line items, or other artifacts.

12. Dashboard Optimization:

• Optimize dashboards by minimizing the number of widgets and using card views effectively.

13. Large Lists:

• Manage large lists efficiently. Avoid unnecessary list properties and attributes.

14. Data Exchange Processes:

• Optimize data exchange processes, especially when dealing with external data sources.

15. Model Size Monitoring:

• Monitor model size regularly using the Size dashboard in Anaplan.
• Check the impact of changes on model size.

16. Use of Versions:

• Optimize the use of versions. Remove unnecessary versions when not in use.

17. Avoid Excessive Detail:

• Avoid modeling at an excessive level of detail that is not necessary for decision-making.

18. Collaboration Management:

• Manage collaboration effectively. Limit the number of workspaces and users for optimal performance.

19. Documentation:

• Document model structure and calculations for future reference.

Remember, the specific optimization techniques can vary based on the unique characteristics of your Anaplan model. Regularly review and update your model optimization strategies to ensure continued efficiency as your model evolves.