Planual: Chapter 2 - Engine

2.01-01 Naming Convention
2.02-01 Nested IFs
2.03-01 Turn Summary options off by default
2.04-01 Naming convention
Modules
Planual: Chapter 2 - Engine
2.01-02 Functional Areas
2.02-02 < 12 expressions in a formula
2.03-02 Try not to use TEXT as a format, or limit it as much as possible
2.04-02 Filtering on views
Formulas
2.01-03 Add "Dummy" Modules as Separators
2.02-03 No Repeated expressions
2.03-03 Headers
2.04-03 Keep the Default View clean
Line Items
2.01-04 Use the DISCO Methodology for Module Design
2.02-04 Text Strings
2.04-04 Nested Views
Saved Views
2.01-05 Don't Use DISCO as Functional Areas
2.02-05 Create "joins" in smallest hierarchy
2.01-06 Avoid Using Subsidiary Views
2.02-06 Comparing numbers
2.01-07 Time Settings Module
2.02-07 Use Booleans instead of 1s & 0s
2.01-08 Each major hierarchy should have a System module
2.02-08 Never use SUM and LOOKUP together
2.01-09 Use Lookup or Constants Modules
2.02-09 Aggregation rules (ANY, ALL, FIRSTNONBLANK, LASTNONBLANK)
2.01-10 Calculation Modules
2.02-10 Using PREVIOUS() vs CUMULATE()
2.01-11 Keep the Dimension Order consistent
2.02-11 Avoid using TEXTLIST()
2.01-12 Group formulas with like dimensionality
2.02-12 No Hardcoding to List members
2.01-13 Separate Transaction data from Attribute/Property data
2.02-13 Only use POST for its specific purpose
2.01-14 Avoid using Select Levels and filters together
2.02-14 Avoid using SELECT
2.01-15 Filters in separate modules
2.02-15 FINDITEM on blanks
2.01-16 Use Data Tags
2.02-16 Use conditionals to stop unnecessary calculations
2.01-17 DCA Access Driver modules
2.02-17 Put the most common condition first
2.01-18 Avoid copying large modules
2.02-18 Break up formulas
2.01-19 Put Time and Versions list first in the dimension order
2.02-19 Don't daisy chain data
2.01-20 Use Appropriate Dimensions for modules
2.02-20 Don't use RANK formulas with large lists
2.02-21 Don't use TIMESUM with Time
2.02-21 Try not to use TimeSum

2.01-02 Functional Areas

Use functional areas to categorise modules

Questions on this topic? See 2.01-02 Functional Areas in our Planual forum.