Planual rules regarding Line Items.
2.03-01 Keep Summary options off by default
Most line items in the model won't need summary calculations, so it's good practice to keep summaries off initially and add then back when necessary. This is especially true for Calculation modules and conditional formatting line items.
exception
2.03-01a User-facing line items on pages | For Input or Output modules, specifically those line items displayed on Pages, summary options are likely to be needed. |
relatedToRule
2.03-02 Try not to use TEXT as a format, or limit it as much as possible
Anaplan (as with computers in general) is optimized for numbers and Booleans. Text formats use more memory than any other format due to the way computers need to store the data. Minimize the use of text if possible.
Set to BLANK rather than leaving empty or invalid text.
relatedToRule
2.03-03 Headers
Ensure headers are set to No Data to avoid unnecessary calculations.
