2.03-01 Turn Summary options off by default
Most line items in the model will not need summary calculations, so it is good practice to turn summaries off initially and add then back when necessary. This is especially true for Calculation modules and conditional formatting line items
Exception:
2.03-01a User facing modules on dashboards: For Input or Output modules, specifically those line items displayed on Dashboards, summary options are likely to be needed
Related to Rule:
2.01-10 Calculation Modules
Tagged:
1
Title
- Preface
- PLANS
- Planual Conventions
- Zen of Anaplan
- Chapter 1 - Central Library
- Time
- Versions
- Users and Roles
- Contents
- Lists
- Subsets
- Line Item Subsets
- Emojis
- Chapter 2 - Engine
- Modules
- Formulas
- Line Items
- Saved Views
- Chapter 3 - UX Principles
- Hierarchy of Information
- Smart Grouping
- Reduce Visual Load
- Progressive Disclosure
- Use Consistency and Standards
- Provide Help and Guidance
- Use The Correct Data Type
- Give Users Visibility Into Status
- Match With Real World Scenarios
- Check In With End Uses Frequently
- Chapter 4 - UX Build
- Apps
- Dashboards
- Filters
- Chapter 5 - Integration
- Actions
- Processes
- Source Models
- Imports
- Exports
- Import Data Sources
- Data Hub
- Chapter 6 - Application Lifecycle Management
- Revision Tags
- Production Lists
- Architecture
- Deployed Mode
- Managing Changes During Development
- Chapter 7 - Extensions
- Excel
- PowerPoint
