Name List Levels and Create Categories for Easy Organization

Anaplan, with its multiple modules and hierarchies can sometimes be confusing. To simplify, organize, and easily track which parent-child relationships form which hierarchies you can assign levels (usually L1-Lx) for each list item. This type of naming convention can make for well-organized and effective list management for model admins and builders.

How to:

You will see in the image below, that the highlighted list ‘▽ Org Hierarchy ▽’ uses some special characters to identify itself as a ‘header’ list or ‘list category’. List categories are very helpful to use as they help organize your different lists and hierarchy levels within your model. You can use any regular keyboard icon <<, >>, !, *, etc. Or, you can use special characters like Emoji’s ▽,➣,☆

Opening Emoji List in Anaplan:
Mac: control + command + space bar
PC: simply activate the touch keyboard by clicking the keyboard icon in the lower-right corner of the taskbar. Then click the smiley face icon in the on-screen keyboard. Doing so will replace the virtual keyboard with Emoji icons.

The image below is a great example of how versatile Anaplan is with dimensional relationships.
You can see how each list level in the Organizational Hierarchy is structured.
• Geo L1 list is the top level
• Region L2 is set as a child to Geo L1
• Department L3 is set at the child to Region L2

And so on.. In this specific example, it is easy to tell that Employees L5 is the lowest, most granular list in the Organization hierarchy. You can also see that the Profit Centers R3 list is labeled with R3, suggesting that it is a child of the Region L2 list in the Organizational hierarchy.