OEG Best Practice

What? A model analysis technique using metadata from your Anaplan model imported in to Excel, utilizing purpose-built formulas to identify line items of interest Why? We do this so that we have some extra information with which to arm ourselves when trying to optimize a model. It lets us look at every line item, apply the…

An import action section can quickly become disorganized, making ongoing management challenging. Learn why this happens and explore steps to take to prevent this from occurring. Import action section: why does it become disorganized? Anaplan saves every import action that you perform, no matter what. For a new build, the…

If you are transitioning from Classic to the UX, you may have read this article about our recommended methodology: U.S.E.R. (Understand, Sketch, Execute, and Repeat). One of the key concepts during the Understand phase is to really get to know your users. For this, we recommend a classic UX tool: Personas. Personas What…

Why use them? When building out your apps in the UX, there are often instances where there is a requirement to replicate a card on multiple pages. For example, you may want to surface a grid card displayed in full on a board as an additional insight into the primary grid on a worksheet. Similarly, KPI cards could be useful…

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…

* 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…

* 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…

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…

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,…

* 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…

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…

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…

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…

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…