Joeymorisette
经过认证的Anaplanner大师

Time_to_Tidy.png随着冬季现在在我们身后,“春季清洁”的年度过程开始,我发现这不仅是清洁和组织我的房子,而且要清洁最可能需要一些组织的另一个区域:my Anaplan models。Anaplan平台的美感是,它为模型构建器提供了一种非常强大的工具,可以按照模型构建器想要的方式进行定制。通常,我要么渴望产生我想要的结果(或在如此紧迫的截止日期),以至于我放弃了最佳实践和“清洁”模型建设,以便快速交付。类似于我在冬季不会在每个角落灰尘或清洁每个角落的方式,我发现自己使用“肮脏”的Anaplan模型,可以使用精美的深层清洁和组织。

值得庆幸的是,Anaplan有一个指南,介绍了“清洁”模型应如何外观和功能。这些实践增强了模型的可持续性和可唤起性,同时提高了模型的性能。叫做D.I.S.C.O. methodology。此方便的首字母缩写代表数据,输入,系统,计算和输出。每个单词代表具有Anaplan模型的每个模块应执行的一个特定功能(或责任)。D.I.S.C.O.方法论概述了数据在模块之间应如何流动以及模型映射的外观。

The general data flow between the D.I.S.C.O. modules.The general data flow between the D.I.S.C.O. modules.

At a high level the individual types of modules perform the following functions:

  • 数据模块:充当来自模型以外的其他来源数据的目标。这些可能是来自数据集线器模型的数据负载,来自其他模型的负载,或者来自CRM或ERP等其他系统的手册或自动负载。
  • 输入模块:这些模块从模型的最终用户收集信息输入,它们可以驱动映射,计算,过滤器等。
  • 系统模块:系统模块持有相当静态的data points, mappings that are defined by the Workspace Administrators, or standard calculations that rarely (if ever) change. A good example is a time management module which includes functions that do not change between modules, such as PERIOD(START()). By storing calculations like this in a single module, Anaplan only needs to calculate the function once and can reference it wherever it is needed.
  • 计算模块:These are the heart of the Anaplan model. They serve as the meeting point of Data, Input, and System modules, where it all comes together to produce the desired outcomes. The heavy lifting of formulas and functions is performed in these modules.
  • 输出模块:Last, but certainly not least, the Output modules take information from the Data, Input, System, and Calculation modules to produce reporting for dashboards and other models to reference in import actions. Output modules should usually only have incoming streams from other modules, as they are the final result of all of the other modules’ hard work.

而D.I.S.C.O.通常在启动模型构建时引用和考虑方法,在模型生命周期的后期阶段,它同样适用或重要。即使是最佳制造的型号也会随着时间的流逝而收集灰尘和污垢,形式是冗余计算和复杂的数据流。

今年春天,当我清洁模型时,我想分享一些我将在此过程中使用的快速提示:

开发一个将每个模块标记为D.I.S.C.O.中特定目的的系统

如果我还没有,我将开发一个系统将每个模块标记为D.I.S.C.O.中的特定目的。它是这里的用户选择 - 您可以使用Anaplan的注释功能,数据标签,模块名称或功能区域。我发现将模块组织到D.I.S.C.O.功能领域可以帮助我保持它们的组织。我还将模块带有DAT/INP/sys/cal/Out和它们编号,以使其更容易找到和引用它们。
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如果您在大约15秒内无法理解它,那么您的模型很可能不会遵守D.I.S.C.O.方法

组织模块后,请查看模型图。如果您在大约15秒内无法理解它,那么您的模型很可能不会遵守D.I.S.C.O.方法论,并且可能具有多个模块,以执行相同的计算,弃用的模块或生活在多个位置的相同数据。我问自己的几个问题是:

  • Do my modules flow logically from left to right (e.g. Data/Input/System on the left, Calc in the middle, and Output to the right?) Are there modules to the right of my Output modules that are Data, Input, System, Calculation?
  • 我有引用输出模块的模块吗?
  • 模块之间有两种方式吗?
  • Can I pick a line item on an Output module and easily follow it all the way back to the beginning of the calculation and data source?
    As the above screenshot illustrates with Data in red, System in Yellow, Calculation in Purple, Input in Green, and Output in Orange.As the above screenshot illustrates with Data in red, System in Yellow, Calculation in Purple, Input in Green, and Output in Orange.

最简单的开始方法是解决其他模块引用的任何输出模块

Next, I’ll reduce module size and unused cells. The easiest way to begin is to address any Output modules that are referenced by other modules. Once I clean those references up and move the calculations to a Calculation module, any Output modules that are not used on a dashboard and Calculation modules that do not have any modules using them as references are quick wins to delete and reduce my model’s size.

Redundant formulas are also quick model size and performance wins

冗余公式也是快速的模型大小,性能胜利可以合并到单个计算模块或移至系统模块。一个示例是搜索erige()函数。如果要计算多个模块上的时间段,则可以在时间系统模块中的单个行项目上完成,然后根据需要该周期的每个模块根据需要进行引用。这不仅可以删除冗余订单项并降低模型大小,而且还增加了模型的性能,因为现在只需要计算一次时间段。

Model performance can be increased by removing line item summaries

Since Calculation modules are not intended to be displayed to end users, model performance can be increased by removing line item summaries on Calculation modules that are not needed downstream in Output modules.


有关模型构建的更多信息:


随着春天的盛开,这不仅提醒您不仅要清理房屋/公寓/平坦,还可以清理Anaplan型号。当然,这些技巧不应每年“清洁”您的模型,而应用于持续建立模型的指南,并经常进行定期审查。希望您在本文中发现了一些有用的东西。

Happy Model Building!


JM.pngJoey Morisette is a Business Operations Manager on Anaplan’s internal Center of Excellence team known as “Anaplan on Anaplan.” Previously, Joey worked at an Anaplan customer where he led the development and implementation of the Anaplan platform.

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