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Have total in summaries to only include sums of only the items users have access to
It would be useful to have a sum that only included values from list items the user has read access to. So if you have a list with items A, B and C, and one user only has access to A and B, they would still be able to see a total of their view (A and B) . Why this would help: When using selective access, not all views roll…
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Ability to enter decimals without leading zeros via new UX forms
When we are using the forms in the new UX to create list items, the form with a number formatted line item is not letting the user enter decimal numbers without leading zeros ".05". When entering the number directly into the cell, it accepts it but when using the form, it gives an error saying it is not a valid number.…
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Calculation Function / Formula context specific suggestions
When typing in a calculation function, show a dropdown box that provides possible matches Example 1: In the formula box when you type "Da" a tooltip suggests "DATE, DAY, DAYS, DAYSINMONTH, DAYSINYEAR.." etc Example 2 (List/Module specific): When typing "Employees. " a tooltip suggests your available Properties or Line…
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Ability to move to different Workspace from the model itself
Current State Scenario: If you are working on a model and you wish to move to another model in different workspace you have to go back to Home screen then go to Manage Models-> Select Workspace ->Select Model Idea: From the current model we hit Manage Models->Select Workspace-> Select Model. This eliminates the need to go…
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Ability to customize Dimensions for line item summaries
I would like the ability to customize the dimensions across which the automatic line item summary will apply. Currently, we can only specify Summary (for all selected dimensions) and Time Summary. This means that for multi-dimensional line items, if I need a summary over one dimension I am forced to summarize over all…
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Tree View not available due to large lists
Tree View have to be available even if the list is large. Anaplan could show it on different pages, but it's a big limitation to the client if they can't see the tree view list.
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Adjust Size of List Items in Columns
We have an option of adjusting our Row Size, this is useful when we don't want to show the dimension of the module. There are cases when we don't want to show Rows as well as Columns of the module like the typical 2-D/excel way of displaying things. Hence Proposing an idea of Having an ability to adjust the Size of the…
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Click through Formula
Formulas should be clickable. Ex: If formula for one line item is as follows: Sales.Actuals When we hover over Sales or Actuals then it should become underlined and clicking on Sales should automatically open Sales module.
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Line breaks in free text fields
Please add the feature to enable line items and data with free text, with all characters including line feeds. Ctrl+Alt+Enter creates a line feed while entering the data, but it is lost when the data is referenced.
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Show Multiple Spaces in Module Names (Bug?)
Not sure if this is a bug, or just a weird feature. If you enter multiple spaces in a module name, Anaplan will trim to a single space when displaying the module in the modules panel. For instance 'Country P&L' becomes 'Country P&L'. This becomes an issue when using the search function to try and locate a module. The…
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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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Categorizing the content panel based on the Module Categories
I have always wondered what are the benefits of categorizing the functional areas of the modules. In content panel we only see functional areas and not the categorization. It would be great if this categorization can be applied to the content panel. This would help not only the admins but also the end users and I also…
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Support of basic excel functions like RAND, RANDBETWEEN, RANDARRAY
It would be nice to have these Random number generating functions. These functions revery useful to generate some test and demo data, rather than inputting numbers and copy forward or importing from an excel. Can all be used for other purposes that I can not think of now.
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Summary method shown when drilling down
I suggest a simple addition to the drill down feature that displays the summary method that was applied to the line item. This is because it is sometimes not readily apparent (especially to an end user) how a top level summation has been calculated.
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Filtering a list based on a property
When in a list grid view, enable a list to be filtered on a property. This is only possible by creating a module using the list and creating line item linked to properties.
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Search Option while Selecting Lists for Module Dimension
There should be an option to search lists while applying to modules. In our use case, we have too many lists/subsets to scroll and select the appropriate one. Changing a dimension is even nightmare when multiple lists are applied to the module. Ideally, It is should be similar to how we add actions to a process ( Click and…
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Deactivate Formula Scope if Versions = Not Applicable
Hi, In a module blueprint, there is a field called 'Formula Scope'. For modules where Versions = Not Applicable, using 'Formula Scope = Actual Version' or 'Formula Scope = Current Version' will nullify the calculation of any formula in a line item. This is potentially dangerous, because: 1. If there is a formula + Formula…
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List Inheritance
Where lists are in a hierarchy, it would be really helpful if Anaplan natively understood the concept of inheritance. Here's an example. Consider two lists in a hierarchy: * L1 Countries * L2 Cities L1 Countries is the parent to L2 Cities. Within an attributes module, each L1 Countries list item is assigned a currency.…
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Improve List Item Deletion
Improve the list item deletion within Anaplan so that if a model builder selects 'Delete All' from the delete dialogue when there are vast numbers of list items the model builder is prevented. Doing so would prevent model and workspace lock ups. To explain this further: Consider a list with 1,000,000 items. If you attempt…
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Add Sort Selected On Reorder Dialogue
Can a 'Sort Selected' group be added on the reorder dialogue, similar to the 'Sort All' group shown below. This would help with organisation in models, most notably where you want to order numbered modules, but only in a specific area of your module list. The group would have a similar function, but as indicated would only…
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IsLastOccurrence
We have Native IsFirstOccurrence functionality which helps us in a number of ways while modelling. I think having IsLastOccurrence will also be equally helpful in Anaplan.
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Insert Line items – Format settings
The reason behind the ask is because Anaplan is not letting the model builder even to add dummy line items (Divider with None as a format) if the model exceeds the size as it takes the 'number' as default. I hope to resolve this concern, probably Anaplan can let the developer choose the format of the line item before…
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Enter Saved View on Saved View Creation/Save
When creating saved views, it would be great if Anaplan enters the saved view immediately after creation. Currently, anaplan returns to the default view of the module. This can be a bit annoying if you need to make a quick change to the view, such as adding a filter or showing/hiding columns.
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Ability to copy a List
There are occasions when I need to have a list that is similar in structure or content but serves a different purpose in the application or where I need to have different children but similar parents in the same module. In this case my only options are to export the data, create a new list and add the properties and…
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Add option to search for data anywhere within the table of a module, not just the rows dimension
Pretty self-explanatory but I want the ability to search for data or text or part of a formula anywhere within a module, not just the rows column. Identical to what Excel does with ctrl+f.
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Reorder button in Manage Views
As a model builder I would like to have the "Reorder" button in the "Manage Views" section of a module so that I can re-arrange my views quickly and easily. On big models with many views this could be a bit tricky. However, I agree that if builders keep on top of it as views are created and use naming conventions, this…
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Numbered lists to add display name by default
I think it would save a lot of time during initial model setup if the following actions happened when a model builder checks Numbered List within the general lists panel. * New property within checked list created called Display Name. * Display Name property format set to text. * (Potential) Set Display Name property…
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Improve Keyboard Navigation
Similar to a post by AnaplanIdeas found here, it would be great if Anaplan had improved keyboard navigation. Specifically, if the following areas were navigable by keyboard: * Model settings pane * Lists panel * Modules panel Importantly, if users should be able enter elements using the enter key, rather than having to…
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Improve FINDITEM() when used with Time
Similar to improving imports with time periods (Idea Link), it would be great if the FINDITEM() formula was tweaked when working with Time, to make the formula return time periods for strings like Jan-20. Reason for asking (lifted from my previous post in the Idea Link): The standard excel format for Month-Year is MMM-YY.…
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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.