Chapter 7
- Hierarchy of Information
- Smart Grouping
- Reduce Visual Load
- Progressive Disclosure
- Use Consistency and Standards
- Provide Help and Guidance
- Use The Correct Data Type
- Give Users Visibility Into Status
- Match With Real World Scenarios
- Check In With End Uses Frequently
Excel
Do not change the module name in Anaplan as this may break the connection.
Best Practices article
Best Practices About Excel Add-In
It is best to use Named Ranges rather than relying on formula references.
Best Practices article
Best Practices About Microsoft Office for the Add-Ins
It is best to upgrade to the latest version after it has been fully tested by the business
Best Practice article
Governance for the Office Add-Ins
More information about versions can be found here. Version Information for Excel Add-in
PowerPoint
Do not change the module name in Anaplan as this may break the connection.
Best Practice article
Best Practices About Microsoft Office for the Add-Ins
Try and minimize the amount of data you retrieve with the add-in in order to ensure great performance. If you want to retrieve a small amount of data from a large module, you might want to create a separate module just for the add-in
Best Practice article
Best Practices and Tips & Tricks About PowerPoint Add-In
More information about versions can be found here. Version Information for PowerPoint Add-in