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Quick Summarise Data
One question I always ask myself when exporting data from Anaplan into Excel for further analysis is why am I feeling the need to do this and what improvements could Anaplan make to negate the need in some instances to export data to excel. I believe adding some fairly simple functionality to quickly summarise data by a…
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New Formula Editor - Positioning and Default Setting
For the New Formula Editor is it possible to: 1. Be able to dock it at the top and left of the screen as well as the bottom \ right 2. Set a default so that each time you expand into the new editor box it opens to the left\right\top\bottom depending on your setting, or if a setting is not possible then have it default to…
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Allow the Modules List to be searched with fuzzy logic, the saem as the Model Search function
The new fuzzy search method available in Model Search is excellent! I use it to rapidly jump to another module. But we still must use the modules tab to copy modules. I now find myself trying to use fuzzy logic when using search in the modules tab. Could we please get this implemented here?
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Designate a dummy module as a Group, show alternate formatting for clearer model building experience
Similar to how you can set a line item to different formats to help readability and organization, I would like to have similar functionality in the module view window. Organizing the module view in a similar way would be really helpful as module count grows in large models. Currently the "best practice" is to create a…
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Tree View Available even if we have large lists
Hi, Tree View have to be available even if the list is large. Anaplan could show it on different pages. It's a big limitation to the client if they can't see the tree view list.
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Display a list of existing saved views when using "Save As"
When a model builder selects "Save As" in a module, it would be really helpful to see a list (dropdown?) of saved views already available for that module. This would help * When a model builder is trying to overwrite an existing saved view; they wouldn't have to type out the exact view name character-for-character, instead…
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Ability to designate modules by their specific role in DISCO
DISCO is helpful for model builders to use as they build from scratch, or even getting up to speed in an existing project. I think Anaplan should have a way to designate which part of the DISCO framework each module is being used for. (similar to "Functional Area") While there is the "Functional Area" column that could be…
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Module with only Non-Actual Versions.
Suggesting the ability to have a module that only applies to Forecast/Budget versions as its used predominately in Forecast assumptions. Saves space and enables users to add in Forecast assumptions without having an unnecessary Actual dimension.
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Set Anaplan Import Source via URL
Currently, when creating an Anaplan to Anaplan data import, the process of setting the source is somewhat tedious - it requires specifying the workspace, then the model, then the source type, then finally the actual source. However, with the recently released feature that an Anaplan Model URL specifies an active…
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Enhance "Delete from List Using Selection" by accepting filters in combination with Users list
As a model builder, I would like to have the possibility to create an action with the option "Delete from List Using Selection" by using booleans line-items in combination with the Users List additional the List where it is needed to delete the elements. Currently, when trying to build an action "Delete from List Using…
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Module Selection for Line Item Subset With >1000 Modules
We have encountered a bug where if there are more than 1000 modules in a model, the panel where you select a module(s) to assign to a line item subset does not work. There is a workaround available (provided by Anaplan support to us about a year ago) where we can look at the web-page elements and find the code for the…
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Summary of Visible Items Only
Note: please send Kudos to this post to get it on the roadmap. Please can either model builders or end users have the option to toggle the summary method used on lists where it is possible to view the total of visible items only. For example, consider a list Countries in a module with one line item, Revenue. Countries…
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Reverse Profile function
It would be good for the PROFILE function to have the option to work going backwards as well as forward in time,
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REQUEST: allow the model builder to change the name of an Import action before hitting Import.
Save them from needing to find that import in the Actions list and change the name there.
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NOW Function
Use case: As a user, I want to display the current time (e.g. 9/12/2018 5:00AM) in a cell. This should behave similar to the "NOW" function in Excel. Business case: When a user presses a button, we want to display the last time the button was pressed.
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Merged: Ability to Enable / Disable a button based on a formula
This discussion has been merged.
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Setup Number summary to none by default
Today, when we create a new line item, the number format is the only to be with summary "Sum" by default. We like to have none by default as for all other formats.
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Configure Default Number Format for Entire Model
It would be nice to be able to set a default number format for an entire model. We use the same number format across all modules and models so we're spending a significant amount of time modifying this setting from the current default. It would be very beneficial to set this format upfront. I saw this idea labeled as "Not…
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Capability to define a Default Value
-------- Edit : There was a problem with the body, below the good explanation 🙂 -------- As a Workspace Admin, I would like to be able to define a default value for some Line Items (list, number or boolean). Ex: When a user adds a new row, I would like that some Line Item to be automatically filled with a default value.…
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Scaling a number in number format options
In Anaplan it is not possible to scale a number. i.e. show the value of a number in Millions or Thousands. Instead we create a scaling line item and divide all the related line items by this. It is a repetitive work. In New UX I have noticed this when bringing numbers from the source. Scaling option can be accommodated in…
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Properties and Subsets Enabled For User List
Quite literally what the title says. I am able to point and click on the different features just like a regular list, or I can apply the User List for specific roles to reduce sparsity. There are advanced methods of data entry, where validation is done up front, preventing bad data from entering the data set, that could…
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In the drill down window being able to filter on values for non blank or non than zero
Hi Anaplan, It would be amazing if within the drill down view you were able to filter on a list of values for items that are non blank or non zero. So for example if you're looking at a calculation with a dimension that has 1000 items you can see only the relevant items with non zero or non blank values that contributing…
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Collapse Saved Views in Contents Panel
Add the ability to collapse saved views in the contents panel similar to how you are able to collapse functional areas. If every module has a few saved views the contents panel becomes hard to navigate.
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NMX - Make it easier to enter edit mode when opening the new formula editor
Now that the New Modeling Experience (NMX) has launched the 'preview mode' functionality whilst working with a formula, users have to explicitly click the 'Edit' button to be able to edit the formula. This idea is requesting the ability to enter edit mode more quickly with the new formula editor open in preview mode (for…
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REQUEST: setting to always show the Formula Edit bar when in blueprint
Allow the MB to turn the Formula Preview Mode ON for all Blueprint views. This would be a persistent toggle. So anytime you switch to BV you would see this at the bottom.
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MX SUGGESTION: Give the MB a ‘x’ option during this import to List step.
It can be finicky clearing any fields you don’t want filled. Would be nice if there was an ‘x’, perhaps to the far left of the field selector?
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SUGGESTION: Improvements to Delete from list using selection
When defining Delete from list using selection… can we consider adding:* The ability to use Tab to move from the Action Name field to the Delete Items from: field * Same request for moving to Selected using: * Allow the MB to type any portion of the Line Item in the Selected using: field instead of a need to type…
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MX REQUEST: better handling when opening a Module from the Line Items view
Allow the Open button in the Line Items view of Modules to open the module that holds the currently selected Line Item. Right now the MB must scroll up to find the title for the module and then click Open . As some modules have many line items this can be frustrating. Example: In order to open the Module that holds this…
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REQUEST: allow this search result field to show more text in the results
Maybe just move the ‘Object Type’ column to the far right? Or put it before the ‘Name’ column as we know the max width the ‘Object Type’ column could show. The names of the modules are getting cut off. I know we can't have an infinite amount. But there's some white space that we could use.
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SUGGESTION: Ability close all tabs to the left/right of the selected tab
Allow the Model Builder to close all tabs to the left/right of the selected tab via right click menu. It would be part of the existing ‘Close’ options.