- Create a clear path to planning Never get lost, and always know where to go. Use Functional Areas to group dashboards and modules separately. Not only will this allow quick access to dashboards and make assigning user access a breeze, but it will also enable you to show and hide contents with ease. The new navigation panel feature enables a step-by-step navigation path, allows users to check where they are in the process, and the ability to collapse the panel when desired for a wider view of the dashboard.
- Name your modules with purpose What’s in a name? Everything. Each module serves a purpose whether it is used for input, export, mapping, or staging. Think about these purposes when using the naming convention to keep all of your modules unique and easily identifiable. This upfront organization will save you time later.
- Reorder lists and actions in your modules Do you like maintaining a logical order? Maintaining a logical order of the “lists” and “actions” in your modules will enable an intuitive and efficient experience when navigating within your model. Again, a little upfront thought about which organization makes the most sense for your model will go a long way in saving time in the long run.
- Keep your backbone strong As a model builder, the “actions” are a key part of the model’s backbone. Use a combination of numbers, letters, and locations to name “actions” and make processes easy to identify (see Figures 1 and 2). Also be sure to include the source and the destination location, as that will help you navigate to the correct action every time. Then if you have to find action to edit, you’ll be able to do so.
- Have a naming party with your team From the very beginning, have a plan for your naming conventions. Order a pizza, get some umbrella drinks, and gather your team to make sure the key partners involved in building the model are on the same page. This will ensure that everyone uses familiar terminology and that all users can do their work efficiently.