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Move multiple actions in a process at one time
When you add actions to a process they are added to the bottom on the list of the already existing actions. Whilst you can move a single action I would like to be able to select multiple actions and move them in a single action.
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Ability to select multiple models to change the mode
Hi Anaplan, It would be great if we have a feature to select multiple models in the Manage Models page to change the mode at one go. For instance, if I want to archive 20 test models created by my team mates, then it would be easy if I have an option to click a Boolean to select the models and change the mode from Standard…
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Allow un-balanced hierarchies on composite hierarchies for child hierarchies
As a model builder, I would like to be able to add "parent" elements into the child hierarchies (Level 2, 3, etc.). As for now, in a child hierarchy is allowed only to add leaves elements (elements without children) because as "parent" are allowed to be set only elements from the parent hierarchy. As for now, the unbalance…
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update source model default
In the model settings -> Source Models you are able to edit a mapping and change the source to e.g. the production model rather then the development model. For some of our models we have recreated multiple development models (copy of production) this resulted that as source model there are a lot of non existing models…
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Ability to drag and drop an Import action in a Process
Hi Team, It would be really good if we have a Drag and Drop feature of an Import action (in addition to Up and Down arrows) in Edit --> Process. For instance, if a Process has more than 40+ Import actions, then it would be difficult to move a newly added import action/ an existing action to the 22nd place. Thanks Sathya
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Set Display Name in Line Item Subsets
I would like the ability to (optionally) set a separate Display Name for line items in Line Item Subsets. Whenever the Line Item Subset is used, this Display Name should show instead of the original names of the included line items. This would be really useful when collecting line items from multiple modules, especially…
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Add 'Does Not Contain' as condition when performing a filter on a text formatted line item
Many of our users would find it helpful if when filtering on text formatted line items, there was the option to use 'Does Not Contain'. There is a 'Contains' condition, which has proved helpful, however a 'Does Not Contain' would also provide a lot of value.
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VARIANCE command
When we define an item we can set the number Format to Numeric and tag if an "Increase in Value" is Good/Bad/Neutral. Why do we not have a VARIANCE function to utilise that increase in value indicator? So if we have three different Versions ("Actual", "Budget" and "Actual vs Budget" and 1 item called "Sales" (with an…
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Formula Bar Changes Color When It Is Active
It would be helpful if the formula bar changed color when it is active. As an indicator, This could help people avoid clicking around on different line items and entering in incorrect formulas. See the screenshot below as an indicator of what this could look like.
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Allow for users to breakback on time and not other hierarchies
I have a customer who wants to use breakback for time but not the other hierarchies in the module. They are planning for cost centers and require users to enter data at the lowest level. However, they want to enter data for annual periods and break back to the months. If we can separate the other hierarchies from time,…
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Calculation on top level selection in line item subsets and list item subsets
Hi Anaplan Community, Currently it is not possible to use a summary top level of a list subset or line item subset in a calculation without using a workaround using a boolean and using the complete list or line item list. If anaplan had the capability to allow modellers to use the top level in a line item subset or list…
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Open source module link in NUX
Suggest to add the "Open Source module" ability to the NUX, incl. the current analysis options available in the old UX. Right now our users can use the open source module function in the old UX whenever they want to dig into the details, see all the underlying formulas/comments, and do ad hoc analysis. Especially, the…
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Ability to exclude zero values from AVERAGE calculation
A common requirement we see on customer implementations is to be able to calculate the average of a set of values but exclude zero values. For example if we have the following set of values (10,0,0,8,0), the average excluding zeros would be (10+8)/2 = 9. The current AVERAGE function cannot exclude zeroes and so gives an…
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Is there a way to set a numerical goal and track its progress throughout the quarter on a Dashboard?
I am looking for a way to communicate a sales goal by product and channel on a monthly basis. Please let me know if you have any ideas, Thanks!
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Time Ranges Notes
I would like to have Notes available to be able to record comments against a Time Range so as to give more clarity as to what the Time Range is used for and whether it needs to be rolled forward at a Year End as in some cases there may be no need to change the start year of the time range for instance but without knowledge…
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Restore Open Dashboards and Modules Tabs when Model is closed accidentialy (or due to login timeout)
I'd like to see an option that we re-logging into Anaplan - I can re-open my most recently used model and any correspoding tabs (dashboards, modules, etc.,) that were open. Sometimes the model is closed automatically after login time-out, other times the model is accidentially closed by selecting the Anaplan logo at the…
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Ignore Value Parameter for MIN Function
When using a minimum function, it would be ideal if we could exclude specific values, or a list of values, to avoid returning zeros or another value. For the aggregation function x[MIN:y] you may want to exclude zeros from the formula. Currently the workaround is to use a large number in place of zeros, eg: "IF x = 0 then…
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PROPER() Functionality
When we are dealing with Text formats in Anaplan it is case sensitive and it throws unexpected results if we don't do it exactly the way it should be. Although we can achieve this by amalgamation of LOWER, UPPER, FIND, LEFT & RIGHT functions. Having PROPER function would greatly reduce the need to do so.
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Selective Module reordering
I often find that I want to re-order modules within functional areas, but using the ascending/descending order, re-orders all module, not just the ones selected. It would be great if the sort, could be restricted to the highlight modules The following shows how it could look Note that the other modules are not included in…
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Dependent dropdown - Based on line items
HI Team, Just realized that the dependent dropdown will work only based on the property that the list has. As we are following the best practice not to create properties in a list, can we make the dependent dropdown based on line items. Agree/Disagree or Any comments? Regards, Kavin.
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Include Formula Change Detail in Model History
Currently the model history process only captures that a line item was edited but it doesn't specify if it was a formula change, applies to, etc... and it doesn't include what the formula is/was. This came up recently in trying to research what had happened with a formula that had previously been updated and it's otherwise…
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User list used as a dimension, allow to create a subset to reduce module size
I would like to use the user list as a dimension so users are not overwriting each others settings, but the module with the data the settings select is big and so is my user list, so this adds a lot of unnecessary model size. Can't there be the ability to create subsets of the user list when used as a dimension, like for…
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Ability to reference a Line Item generically.
I am requesting the ability to use a generic 'me/myself/self/here' reference in functions that require a Line Item. An example: Original: PREVIOUS(Total Average Balance) + MOVINGSUM(Total Average Balance, -11, -10, AVERAGE) New: PREVIOUS(Here) + MOVINGSUM(Here, -11, -10, AVERAGE) The benefit of this is: if the Planner…
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Display Hierarchy Codes against parent nodes in line item
When creating a module with a hierarchy dimension, if the code is used as a line item, the code will display as blank for higher level nodes in the hierarchy. This is not the case in the list screen for example and is very disappointing for business users used to other tools who do not like the workaround of including the…
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Please fix opening a menu from the drill-down view (i.e. to open the source module)
Hi, Currently, if you drill down through several layers of modules and try to open the menu of a module to open the source module it appears as if the menu has not opened. I have learned from experience that the menu does actually appear, but seemingly in a random position further up from the drill down tabs, and floats…
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Add Automated Line Item Reference if a Field is used in an Import/Export action
It would be extremely beneficial and time saving if you could add a reference to a line item that states if it is being used in any import or export action and what that action is. This would be similar to if a line item is used in another line item or module.
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Breakback function by selected Line Item
Hi Team, It will be great to have an option to select the Line Item which will be taken as a source to calculate phasing for Breakback function. At the moment split is done based on the items, in which I input amount. Unfortunately in some business cases it's required to use another metric for phasing. This can be useful…
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Automatically re-open modules after a session timed out
Hello All, As a new model builder I have experienced some frustration with tracing back where I was at if my session times out. This is especially true during the development stages and the solution is moving fairly dynamically and several developers are working on it. It would be a nice improvement if Anaplan could cache…
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New Function To Convert Date Format to Text Format
It would be very useful to have this functionality rather than convert to numbers through DAY, MONTH, YEAR and back to text through TEXT function. Best practice would dictate to split these functions out but this increases clutter and causes unnecessary calculations in models.
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Select parent level
I would like to see a formula similar to parent but "inverted". When I have an unbalanced hierarchy and need a parent a similar level I would like to choose level from the top instead. example: invparent(item,3) which would always give the level 3 item for all parts of the list instead of trying to find our a way to get a…