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:)

1 ACCEPTED SOLUTION

Accepted Solutions
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

20 REPLIES 20
Moderator

Articles like this is why I think your the best @Misbah

I'm starting to see the "gray" in some of these rules now that I have four years of Anaplan implementations completed.

It almost seems like Planual V2 needs to explain the "why" and the trade offs as it relates to the PLANS philosophy.

@Misbah just an idea - Want to see if @DavidSmith@rob_marshall, and the other pros would collaborate with us to upgrade the Planual V1?

You know so much from answering all the Community questions...

Jared Dolich
Moderator

That's exactly why I want to bring this out to community esp new Anaplanners. I want to show what is the bad way (not recommended way or PDE)  and the best way of doing things explaining the rule.

I am sure they are already on it but if asked for our inputs It will be an honor to collaborate with our Pros.

Master Anaplanner/Community Boss

Thanks @Misbah
The Planual was a turning point in my Anaplan journey. At first, I was a bit frustrated because basically I thought almost everything I knew was not "up to standard", until I paid close attention to the graph at the introduction page explaining the "competing" forces Performance, Usability, and Sustainability. That lit a little light in my head.

I love the idea of bringing the Planual into the discussion.

-Einas

Einas
"Give a Man a Fish, and You Feed Him for a Day. Teach a Man To Fish, and You Feed Him for a Lifetime"

Dear community members
Consider posting your question as a new topic and not in the thread of another topic/question. This help other community members to easily find the answer they looking for and doesn't cause the original thread to be so cluttered that we can't find what we are looking for
Moderator

That's great to hear, let's get it rolling then. Intention is to penetrate the Planual to all sections of community members.

@Misbah- is your intent to have these discussions / education about Planual topics in the Forum?  If so, can the community add a "Planual" label so easier to track and find the discussions?  Would really help a newbie like me 😊

Thanks for all that you and others do - sincerely appreciate the mentorship given.

Moderator

Yes that’s exactly the intent. Regarding having a label of its own is something which is beyond our control. However let me see if @emilydunn can help here.

Trusted Contributor

Hi @Misbah and @davidmccarty - Great thoughts here! Let us take a look at this and see what we can do.

Thanks @emilydunn - appreciate your help

Occasional Contributor

First of all thank you very much for everything that you do on community. It’s commendable.’

Second I agree with @davidmccarty  if it can labelled as Planual so that we keep track on it.