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OEG Best Practice: Top five design best practices for UX: Desktop and mobile
Follow our UX team's recommendations and guidelines to leverage the UX to its fullest potential. Desktop best practices Our top five: * Minimize time to decision * Progressive disclosure * Smart grouping * Help and guide * Consistency Minimize time-to-decision Focus on the outcome your users are attempting to arrive at and…
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OEG Best Practice: Management Reporting: 5 Best Practices to make the most out of your reports
* 1. Design an attractive cover page * 2. Spacing and layout * 3. Text hierarchy * 4. Visuals * 5. Color * Other cool examples... Find here our recommendations on Best Practices for Management Reporting: 1. Design an attractive cover page When designing a cover page, the main elements you want to include are: Title The…
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OEG Best Practice: PlanIQ: Design and build your item list for forecasting
* What is the best practice for concatenation in Anaplan? * Step-by-step overview * Level 1 – code inefficient * Level 2 – code better * Level 3 – Code to use * Level 4 – Optimized code to use * How do we handle items with limited to no history? * Adding “Cold Start” Items Before diving in, if you need to refresh your…
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OEG Best Practice: HyperModel best practices
HyperModelsTM extend the Hyperblock calculation engine capabilities, allowing users to significantly increase scale to expand with new use cases, manage more historical and external data, forecast further into the future, and model more scenarios. The following HyperModel best practices are designed to ensure you can…
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OEG Best Practice: The importance of building and maintaining a clean model
During a typical implementation, it’s common to have multiple model builders build use cases and accomplish tasks simultaneously. During this critical time in the project, it’s important to plan for a key component that may be overlooked—keeping the model clean and tidy. Keeping a model clean has multiple benefits,…
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OEG Best Practice: UX transition: Overview of the U.S.E.R. methodology
Looking at transitioning from Classic to UX? The U.S.E.R. methodology can be your guide in this journey. Follow these four steps to facilitate your adoption of the UX: Understand The goal with understanding is to build a vision for the UX in your company and empathize with users and address their challenges. This is…
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OEG Best Practice: Governance for the Office add-Ins
General information * We have listed below some of the best practices we recommend for the Anaplan product. These are based on our experience and are subject to change as we deliver new functionalities and learn more about how our customers use the product. * If you would like to contribute or comment, please contribute to…
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OEG Best Practice: Best practices about Excel add-In
* General information * About this article * Best practices General information * We have listed below some of the best practices we recommend for the Anaplan product. These are based on our experience and are subject to change as we deliver new functionalities and learn more about how our customers use the product. * If…
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OEG Best Practice: Performance issues with CUMULATE over lists
Problem statement When using CUMULATE over a list—this is when using the format CUMULATE (x, y, z)—the performance can be poor with anything that exceeds a few million cells. This is because the function is running on a single CPU thread, which differs from nearly all Anaplan functions. Anaplan gets its efficiency from…
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OEG Best Practice: Model load, save, and rollback
Model load A large and complex model such as 10B cells can take up to 10 minutes to load the first time it is in use after a period of inactivity of 60 minutes. The only way to reduce the load time is by identifying what formula takes most of the time. This requires the Anaplan L3 support (ask for a Model Opening…
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OEG Best Practice: Revision tag best practices
Would you spend weeks on your budget submission spreadsheet or your college thesis without once saving it? Probably not. The same should apply to making developments and setting revision tags. Anaplan recommends that during the development cycle, you set revision tags at least once per day. We also advise testing the…
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OEG Best Practice: Imports and exports and their effects on model performance
Overview Imports are blocking operations. To maintain a consistent view of the data, the model is locked during the import, and concurrent imports run by end users will need to run one after the other and will block the model for everyone else. Exports are blocking for data entry while the export data is retrieved, and…
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OEG Best Practice: Dashboard settings for improved model performance
Overview A dashboard with grids that includes large lists that have been filtered and/or sorted can take time to open. The opening action can also become a blocking operation; when this happens, you'll see the blue toaster box showing "Processing....." when the dashboard is opening. This article includes some guidelines to…
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OEG Best Practice: What are the benefits of creating a Data Hub?
If you're familiar with Anaplan, you’ve probably heard the buzz about having a Data Hub and wondered why it’s considered a “best practice" within the Anaplan community. Wonder no more. Below, I will share four reasons why you should spend the time to build a Data Hub before Anaplan takes your company by storm. 1. Maintain…