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4.01-01 Naming Conventions
New! The Planual can now be found on the Anaplan Support site. We will be transitioning it off Community in the coming months. 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…
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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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4.01-03 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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4.01-04 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.
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4.01-05 Use Worksheets for larger datasets
Use Worksheets for entering or editing large data sets, pivoting data Best Practice article Understanding Anaplan's UX with Analogies, FAQs and Best Practices Questions on this topic? See 4.01-05 Use Worksheets for larger datasets in our Planual forum.
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4.01-06 Create Pages for Mobile
When creating Apps for mobile, think through the layout of the pages and develop the flow of page elements from left to right within each row on a Board. It may be appropriate to create a separate App for the mobile with proper spacing among the different elements Best Practice article Top 5 Design Best Practices for…
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4.01-07 Use card templates
When utilizing the same module for multiple cards that are the same "card type", then consider saving it as a template. This will allow increased efficiency when creating boards or worksheets. Questions on this topic? See 4.01-07 Use card templates in our Planual forum.