This article helps everyone with the suggested cleanup activities of existing models where Anaplan best practices weren’t adhered to from the beginning. Please follow this and develop a more user-friendly model.
Begin by revisiting all the tabs in the User Access setting and set appropriate access by roles. A common mistake is granting full access to all roles, even though a specific role shouldn't have access to this complete level of items.
Turning off the summary of a line item can make a huge difference, especially in the case of a hierarchical list used as a dimension in a module. Simple ways to find whether to turn it off include the following:
Creating system modules is one of the best practices in Anaplan, and you can learn more about it while working on the Level 2 certification. If you have properties for the existing lists, switch that to line items by creating system modules. Unless the property is a Display name or is being used in any of the dependent drop-downs or exports, delete and recreate it as a line item. Things to keep in mind before you do so for the existing lists include the following:
Benefits of System modules
Naming a list, a module, or even an action is more decisive. This would be helpful in the future for the reference as well as helping the end-user to ramp up quickly with the model design.
Note: Turn off module names in the dashboards.
Review the model multiple times and try to pull out all the lists, modules, actions or even dashboards that are obsolete. Then try to find the line items which are obsolete or redundant and delete them from the model. Be very cautious before deleting a line item that doesn't have 'Referenced By' reference. This is because a line item can be used as a 'DCA' or a 'Filter' or in a 'Delete action', and unfortunately we don't have the functionality to see it straightforward. In these situations, it is best to use the 'Notes' field.
Creating filter modules will aid model builders with the line items that are being used as a filter because Anaplan doesn’t give you this information. Things to keep in mind before you do this include the following:
The best methodology is to have only one selection module globally with 'Users' list as a dimension. If there are a lot of selection modules, try to merge them in one single module and use that
It is a good practice to have a separate module for 'Dynamic Cell Access' (DCA). One module with the same dimensionality is sufficient to maintain the line items and can be referred to as DCA in the respective modules. It will be helpful to check the DCA line items in the future if all are at one place.
The first impression is the best impression. 'Contents' tab is the zone where the end-user tries to navigate to other worksheets/reports. Try to keep it clean as much as possible. Best practice recommends hiding modules and saved views. Show only the dashboards and their respective functional areas in the 'Contents' tab.