Line Items: Are there more than 50 line items in a module?
When is this a problem?
When any module includes more than 50 line items.
Why is this a problem?
It goes against the best practice, which is to not include more than 50 line items in a module.
How to correct:
Break up the module into separate modules, especially if any of the line items use subsidiary views.
Comments
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Hi @Bob-Bachynsky, @DavidSmith
While having excess number of line items in one module definitely goes against the Auditability part of PLANS. Does it also result in a performance degradation?
Thanks in advance :)
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David Smith is no longer with Anaplan and @Bob-Bachynsky really isn't the correct person for this, hopefully, I can help answer this.
It depends on the line items and how they are dimensionalized, meaning are there a lot of line items with subsidiary views? If so, you should think about moving the line items with the same dimensionality to a separate module. Anaplan is different than other software platforms in that you should not build everything into one module, spread it out. By spreading them out, performance can improve and the maintenance will be so much easier on the model builders.
Additionally, it will be much easier for the model builder to get the dimensions in the correct order (link) which will help with performance.
On the other hand, if line items have the same dimensionality and they are dimensioned correctly, then you should be ok.
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Thank you @rob_marshall . This is helpful!!
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Model Optimization Checklist
- Step 1 - Lists
- Does the list use Time as part of the key?
- Does the list use a combination of properties as a code?
- Does the list have a code?
- Does the list use Properties?
- Are there subsets on larger lists?
- Does the subset list follow proper naming conventions?
- Does the list include a top level when it is not necessary?
- Step 2 - Modules
- What dimensions are used in the module? Are they all necessary?
- What time dimensions are being used in the module? Can a Time Range be used?
- Are the dimensions in order?
- If there are any saved views, do they use the correct filtering?
- If there are saved views, are all of the line items in the view necessary?
- Is the default view clean?
- Step 3 - Line Items
- Which line items do not need a summary?
- Are text formatted line items overused?
- Are there more than 50 line items in a module?
- Are there excessive subsidiary views?
- Are there line items used as headers where the format is not set to No Data?
- Step 4 - Formulas
- Are there line items that can be placed in a systems module rather than within a calculation module?
- Are there any formulas that that combine text strings?
- Are there any formulas that are daisy chains?
- Are there long formulas, such as complex IF THEN ELSE statements?
- Is there an excessive use of the FINDITEM function?
- Are there SUM and LOOKUP combinations?
- Is the TEXTLIST function used?
- Do any formulas use the SELECT function, especially with time?
- Do any of the line items use conditional formatting with summaries turned on?
- Step 5 - Actions
- Are all the actions necessary?
- Do any of the actions result in errors when they are run?
- Check the data sources. Are some of them lists or modules?
- Check the data sources. Does each data source have an action associated with it?
- Step 6 - Time
- Is the main time scale of the model larger than it needs to be?
- Additional Resources
- Model Optimization Tracker
- Planual