Planual: Chapter 5 - Integration

5.01-01 Naming Convention
5.02-01 Naming Convention
5.03-01 Remove unwanted sources
5.04-01 From source system, create a code defining all attributes
5.05-01 Naming Convention
5.06-01 Naming Convention
5.07-01 No Hierarchies
Actions
Planual: Chapter 5 - Integration
5.01-02 User Facing Actions in a process
5.02-02 Keep actions in a process to a minimum
5.04-02 Create separate files for attributes and data
5.05-02 Only include what is needed
5.06-02 Delete unwanted sources
5.07-02 No Analytical modules
Processes
5.01-03 Keep User actions (in general) to a minimum
5.04-03 Data or Time period should not be part of the unique row
5.05-03 Split views for List and Module imports
5.07-03 Flat lists for data export
Source Models
5.01-04 Delete one off actions
5.04-04 Only include the fields that are needed
5.05-04 Ensure view filters are optimized
5.07-04 Get the correct format
Imports
5.04-05 Pre aggregate in the source
5.07-05 Use System modules
Exports
5.04-06 Import the correct granularity
5.07-06 Master data should be built by the source system
Import Data Sources
5.04-07 Import using the correct formats
5.07-07 Keep Transactional Analysis out of the planning models
Data Hub
5.04-08 Never use a list as an import source
5.07-08 Pre aggregate for downstream exports
5.04-09 Always use saved views as import sources
5.07-09 Avoid using a Top Level for large lists of transaction data
5.04-10 Unify the date format
5.07-10 Add intermediate sub totals to transaction lists
5.04-11 Use zip files for faster imports
5.07-11 House a Data Hub in a separate Workspace

5.07-02 No Analytical modules

Try and keep Analytical modules out of the Hub

Questions on this topic? See 5.07-02 No Analytical modules in our Planual forum.