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Filtering Best Practices
Summary: Using filters in an Anaplan model help you focus on data that is important to you or the end user. This lesson reviews best practices for creating and applying effective and efficient filters. Audience: Model Builders Lesson Duration: 8 minutes Lesson Location: This micro-lesson is also a course in the Learning…
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Dynamic Cell Access
Summary: This lesson describes how a Model Builder can use Dynamic Cell Access to adjust permission levels for individual line items within a model. The lesson also includes examples from the DCA Learning App available in the App Hub, and best practices for creating Access Driver modules. Audience: Model Builders Lesson…
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Writing Test Scripts
Summary: This lesson reviews best practices for writing effective end user test scripts and how to prepare for User Acceptance Testing (UAT). Audience: Model Builders Lesson Duration: 5 minutes Lesson Location: This micro-lesson is also a course in the Learning Center Start the Micro-lesson: 日本語版マイクロレッスンを開始する: For training…
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Usability for End Users
Summary: Providing end users with user experiences that are easy for them to access and complete the tasks in a process is critical to user adoptions and project success. This lesson provides guidelines and best practices for increasing usability with Anaplan (classic dashboards) Audience: Model Builders Lesson Duration:…
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Dimension Order
Summary: In a model, the arrangement of the dimensions used in modules can impact the speed of calculations. In the lesson, learn how the sequence of dimensions affects the calculations performed in the model and how simple it is to consistently align the dimension order for all modules in the model. Audience: Model…
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Using the Compare Functionality
Summary: The Compare feature lets you compare data values in a module. You can choose to compare the data against a different version, a list, or a time period. This lesson reviews the functionality and options for the Compare platform feature. Audience: Model Builders Lesson Duration: 5 minutes Lesson Location: This…
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Subsidiary Views
Summary: A subsidiary view is a line item that contains different dimensions from the module in which it resides. Subsidiary views do not have a large impact on performance, but they can be hard to identify and difficult to locate when working in a model. This lesson reviews the recommended best practices for when and when…
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Model Options for Calculation Efficiency and Performance
Summary: One of the greatest sources of impact on model performance are the calculations running in a model. There is no simple solution for calculation efficiency. Every situation, model, and formula is different. This lesson provides some general guidelines and principles that can be used to review formulas and decide if…
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Dependent Calculations
Summary: There are multiple ways to structure calculations that all provide the same result. Dependent calculations reference the output of other calculations within the formulas. Using dependent calculations can impact model efficiency and performance. This lesson will review best practices for using dependent…
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Thinking Through Your Formulas
Summary: This lesson reviews key questions and considerations that you should use as you plan out the formulas used for calculations and data transformation in a model. It also reviews best practices for using SUM and LOOKUP functions to help align source and target dimensions. Creating efficient formulas will improve…