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2.02-01 Nested IFs
Avoid using multiple IFs. It is better to split the formula into more line items, use LOOKUPs or alternative constructs Best Practices article: Line Item Subsets Demystified Decreasing the Length of Your Formulas Questions on this topic? See 2.02-01 Nested IFs in our Planual forum.
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2.02-02 < 12 expressions in a formula
If it takes you longer than one simple sentence to describe what the formula is doing, it is probably too long. Try not to mix expressions Questions on this topic? See 2.02-02 < 12 expressions in a formula in our Planual forum.
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2.02-03 No Repeated expressions
If the expression is repeated in the formula (or other modules), put it on a separate line item. “Calculate once, reference many times” Questions on this topic? See 2.02-03 No Repeated expressions in our Planual forum.
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2.02-04 Text Strings
Treat text strings with caution. Try and avoid multiple joins and split common joins to separate line items. Make use of IF ISBLANK() when joining text, if the strings are empty set to BLANK. Related to Rule: 2.02-05 Create "joins" in smallest hierarchy 2.03-02 Try not to use TEXT as a format, or limit it as much as…
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2.02-05 Create "joins" in smallest hierarchy
If a text string join is needed, create the joins in the smaller lists first to minimize the size of the text strings Related to Rule: 2.02-04 Text Strings Best Practice article: Formula Optimisation in Anaplan Questions on this topic? See 2.02-05 Create "joins" in smallest hierarchy in our Planual forum.
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2.02-06 Comparing numbers
It is faster to check A=B rather than A-B=0 Questions on this topic? See 2.02-06 Comparing numbers in our Planual forum.
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2.02-07 Use Booleans instead of 1s & 0s
Booleans take up 1/8th of the space as a number, so unless a numeric value is needed use TRUE or FALSE Questions on this topic? See 2.02-07 Use Booleans instead of 1s & 0s in our Planual forum.
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2.02-08 Never use SUM and LOOKUP together
SUM and LOOKUP used in the same expression generally cause large formula calculations and may cause intermediate relationship calculations especially if Time is a dimension or when the source and target structures are very different. Splitting them into different modules and line items considerably reduces the size of the…
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2.02-09 Aggregation rules (ANY, ALL, FIRSTNONBLANK, LASTNONBLANK)
Utilize these summary methods to minimize the use of additional line items and IF statements Questions on this topic? See 2.02-09 Aggregation rules (ANY, ALL, FIRSTNONBLANK, LASTNONBLANK) in our Planual forum.
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2.02-10 Using PREVIOUS() vs CUMULATE()
For long timescales, using PREVIOUS is faster than CUMULATE due to the number of "reads" required for the calculation. So, the expression should be: 'Calc line item' = 'data line item' + PREVIOUS('Calc line item') rather than CUMULATE('data line item') Exception: 2.02-10a Short Timescales: Where the number of periods is…