Moderator

## Planual Explained

Have you heard about the document called “The Planual”? Do you know how many Articles, Chapters, and Rules do we have in it, what is the Zen of the Anaplan (Guidelines basically)? If you don’t know here is the article for you.

Planual Definition: It is the guidebook for Anaplan modelling but as per Best Practices

Planual Artifacts: There are 6 Articles, 36 Chapters and 193 Rules in it. Overall there are 31 exceptions given to 21 rules. Do you know which rule has the maximum number of exceptions?Let me know in your comments?

Anyway here is the breakup of the Planual numbers. I am not detailing out the chapters here because it is already available in the Planual.

 Articles Chapters Rules Exceptions Central Library 8 36 11 Engine 4 44 12 UX Principles 10 39 0 UX Build 2 21 2 Integration 7 33 4 ALM 5 20 2 36 193 31

Zen of Anaplan: There are 10 guidelines in the Planual which is considered to be the Zen of the Anaplan and here are these.

• Just because you CAN doesn’t mean you SHOULD
• Calculate once, reference many times
• Simple > complex
• Only calculate when you need to
• Sparsity is not your enemy
• Big and fast > small and slow
• Booleans = great. Text = bad
• Text joins = worse
• Don’t let exceptions overcomplicate the model
• Sums and lookups are good, but never together

Fun Fact –ZEN means meditation. The Japanese for zen is from the Chinese for chan which in turn comes from the Hindu dhyana, the form of yoga through meditation. ... Asking the true meaning of zen at a deeper level is incredibly self-referential, important and useless to the point of dizziness~ ~ Source: blog.gembaacademy.com

Rule 1.01-01 => What to infer from these Rule numbers?  Remember the Acronym (ACR) – A for Article, C for Chapter and R for Rule

Left most 1 is the Article number i.e., Central Library in this case

01 in the middle is the Chapter number i.e., Time in this case

Right most 01 is the Rule number i.e., “Never use SELECT with TIME” in this case

I am going to explain these rules (though not all) with detailed explanation. What used to happen before Planual was born which we will be calling as “PRE DAVID ERA” or Simply “PDE” and what happens now. Please let me know which rule you want me to explain in detail. If it doesn’t require too much of an effort and external factors that might derail the explanation I will surely do my best otherwise I will go ahead with the selection that I have made. Stay tuned!

Note: Forgive me @DavidSmith  for using your name in an era considered to be a Paleolithic age in Anaplan Modelling:)

20 REPLIES 20
Moderator

Thank you for your kind words. Let’s see if labelling is possible

Community Boss

Thanks for the shout out!!

Planual V2 was something I was planning to release this year, including more explanations of the "why" and also get our community team to revamp the on line version.

I have started this, but my recent job move meant I had to pause it.

I would be more than happy to work with you, Rob M, Jared etc. to get this updated

Cheers

David

Moderator

I am in

Community Boss

@Misbah I'll message you directly, thanks

@Misbah, @JaredDolich - I was talking to another Anaplan newbie like me ( @antonlagergren ) and he had what I think is an interesting idea...developing some "cheat sheets" that would explain the process of say creating a module from a best practice perspective but do so with some visuals.  And make it oriented towards a newer Anaplanners...

I am probably not explaining the concept well, but even so, would this be something you would be interested in exploring?  Not sure if it fits into Planual or not...

Thanks

Moderator

@davidmccarty sign me up!

Jared Dolich
Moderator

We are starting to work on Planual v2 next week, so hopefully we can get this out soon.

Rob

Occasional Contributor

Hi all,

Thanks for the introduction, David! Yes, I had the idea of making some cheat sheets. I've been trying to think of what topics might be most beneficial, anybody have any suggestions? I was thinking possibly a "How to compose a formula", or "How to build a module", step by step. I am definitely open to any suggestions from community members of cheat sheets they think would be beneficial. I think the best topics will be those that take a significant enough amount of steps that having a handy list of "order of operations", might be beneficial.

As for contributing to Planual V2 (or even for use on the cheat sheets) ---  I enjoy making instructional design graphics/step by step type designs and have done it for many previous projects. I am including some examples from a Digital Logic Design class I had a few years back. All graphics are created by me just using Paint program. Conveniently, Digital Logic Design deals with module connectivity in an almost identical fashion to how Anaplan models are constructed, from a conceptual standpoint (inputs, outputs, formulas, steps, rule exceptions, best practices, etc).

Please take a look at my documents and let me know if any of this sounds to be of use! 🙂 Feel free to reach out, I am happy to offer my time.

Anton Lagergren

antonlagergren@gmail.com

240 706 1645

Certified Master Anaplanner

How did I miss this post ? 🙂

@Misbah well done for the "Planual Explained". It's a great idea that deserves its own section - I'm going the relevant link/info with the rest of the team and slowly catch-up with the series.

Also, great to hear you guys and Anaplan are already working on the v2. FY - does anyone have a rough idea about a targeted date/quarter for the revamped version to be available ? I love the idea of visuals too!

Moderator

@Alessio_Pagliano

Thank you so much. Digital Planual is going to be released soon - it is being worked upon. @rob_marshall any idea when will this be out.