Planual Explained - Day 21

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Master Anaplanner/Community Boss

Planual Explained - Day 21

“Rule 2.02-12": Article 2, Chapter 2, and Rule 12 – “No Hardcoding to List Members”. “Avoid direct references to list item. E.g. IF ITEM(list) = list.xx. It goes against SUSTAINABLE elements of PLANS if you wish to go against this rule

Here is how it was done in Pre Planual Era:

Hardcoding to list items used to be a norm. For example I had to write IF Account 1 then 1, IF Account 2 OR Account 3 then 2 and IF Account 4 & 5 then 3.

Formula might look like

Misbah_0-1591608471620.png

 

 

What is wrong with this method

For Production Lists: You will not be able to make this list as Production List, if need arises in the future, compromising your ALM settings

Misbah_1-1591608471627.png

 

For Non Production Lists: Maintaining this is extremely laborious and tricky. You have to check all the references of that particular list in the model and change it manually everywhere.  Any change in the list item’s logic or addition of list item which shares the logic with any other list item are few examples/cases

Here is how it should be done in Planual Way:

Step 1: Create a module dimensioned by GL Accounts List and Insert as many line items as there are logics to be written against. Check the Accounts in their respective buckets i.e., Account 1 in Logic 1, Account 2 and 3 in Logic 2 and rest in Logic 3

Misbah_2-1591608471632.png

Step 2: Refer the above Boolean formatted line items instead of list items in your formula

Misbah_3-1591608471634.png