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4.01-01 Naming Conventions
As short as is practical. Use Alpha numeric to prefix the Page name to help order the pages correctly on the App Contents page Best Practice article Understanding Anaplan's UX with Analogies, FAQs and Best Practices Questions on this topic? See 4.01-01 Naming Conventions in our Planual forum.
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4.02-01 Back to front design
At the beginning of the design process, take the user stories and the UX Principles. Start with the end in mind Best Practices article: Designing Dashboards Questions on this topic? See 4.02-01 Back to front design in our Planual forum.
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4.03-01 Use efficient filters
For most efficient performance resolve filters to a single Boolean condition for each axis Related to Rule: 4.03-06 Avoid filtering on Nested Dimensions Best Practice article: Filter Best Practice Questions on this topic? See 4.03-01 Use efficient filters in our Planual forum.
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4.01-02 Use Custom Views
Using Custom Views allows the Page Builder to use inherent functionality like richer conditional formatting options Exceptions 4.01-02a – It may be advantageous to use Module Views when the same data layout will be used for more than one Card type (e.g. a grid and a chart) 4.01-02b – Module Views should be used where…
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4.02-02 Avoid horizontal scrolling
Try and avoid the screen scrolling horizontally. It is better to fix the grid and scroll within the grid Related to Rule: 4.02-03 Consider the screen size of the end users Questions on this topic? See 4.02-02 Avoid horizontal scrolling in our Planual forum.
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4.03-02 Keep Filters in separate modules
Try and keep filters in separate System modules. They can then be reused for different modules Relate to Rule: 2.01-15 Filters in separate modules Questions on this topic? See 4.03-02 Keep Filters in separate modules in our Planual forum.
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4.01-03 Create Output modules when using Custom Views
When staging line items are not needed to be viewed by the page builder, create an output module to be used for generating the Custom View Related to Rule: 2.01-04 Use the D.I.S.C.O. Methodology for Module Design Questions on this topic? See 4.01-03 Create Output modules when using Custom Views in our Planual forum.
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4.02-03 Consider the screen size of the end users
Don't build based on your screen size. Consider the smallest size that users will be viewing the dashboard and build to that size. You should change the screen resolution to double check how the dashboards will look for the end users Related to Rule: 4.02-02 Avoid horizontal scrolling Questions on this topic? See 4.02-03…
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4.03-03 Use time filters on all dashboards
Do not use show/hide function for time; these are static. Using the Time Settings module makes the filtering dynamic when the model calendar changes Related to Rule: 2.01-07 Time Settings Module Questions on this topic? See 4.03-03 Use time filters on all dashboards in our Planual forum.
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4.01-04 Use Boards for smaller datasets
Use Boards to render KPI’s, graphs, variance reporting, reviewing data from multiple modules, landing pages Best Practice article Understanding Anaplan's UX with Analogies, FAQs and Best Practices Questions on this topic? See 4.01-04 Use Boards for smaller datasets in our Planual forum.
