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2.04-01 Naming convention
Give the view a meaningful name (e.g. Dashboard Grid, Filtered View, Export etc.) There is no need to add the module name within the name of the view Best Practice article: Naming Convention Questions on this topic? See 2.04-01 Naming convention in our Planual forum.
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2.04-02 Filtering on views
Filter on a Boolean and only have one filter per dimensional tab Related to Rule: 4.03-01 Use efficient filters Best Practice article: Filter Best Practice Questions on this topic? See 2.04-02 Filtering on views in our Planual forum.
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2.04-03 Keep the Default View clean
Keep the default view as is, no hiding line items, filtering, or conditional formatting Questions on this topic? See 2.04-03 Keep the Default View clean in our Planual forum.
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2.04-04 Nested Views
If possible, nest the dimensions in order of size (largest to smallest) Questions on this topic? See 2.04-04 Nested Views in our Planual forum.