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Ability to set different summary options for each list a line item applies to
Currently, at a line item level, it is possible to set a specific summary option for Time. It would be beneficial in terms of space and performance to be able to do so for each list a line item applies to. For example, we often have a list called "scenario" with a top level item so that we can create scenarii by "copy…
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Change Time Range start month from Jan (calendar years) to March/April (financial years).
IDEA: Allow Time Ranges with Financial Years to be applied to Input / Output Modules - i.e change Jan commencement to Apr. Within the Financial Services Industry, it is common that the format of Reports / Outputs, as well as Inputs, use the Financial year (e.g year ending 31st March). To allow this functionality, the…
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MAILTO should also use list formatted line item as a parameter
Currently MAILTO function does not work when there is a parameter (To,CC,BCC) with list formatted line item to select which email ID to select for email notifiaction. Currently either it must be text formated or hardcoded in the MAILTO formula.End user should be able to select the given list of approvers if there is a…
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Time Range Selection on Module Creation
Allow model builders to select a TIME or a specific time range that's been setup while in the 'New Module' window, when first creating a module - to avoid having to change in blueprint mode later to all line items.
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Pretty Printer bottom when creating formulas
Hi, It could be very usefull if we had a pretty printer formula when creating formulas. I know we can check the formula indented when clicling on Drill Down, but it will be help us when we are developing formulas. Regards, Fayelle
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Filter and drill down in lists
As a model builder, it would be really useful the option to use filters in the properties of a list, as well as having the option of drill down in lists.
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Save user roles globally across models
I have a couple of common user types that I always create for every module. It would be useful if these could be saved as default choices and used across all models in the workspace.
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Functional areas: add a column which indicates which modules belong to each functional area
It would serve as the "refenrenced by" column, to identify quickly which modules belong to which functional area. This would enable to remove unused functional areas more quickly and identify if some modules are in the wrong area
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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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Open multiple models in 'tabs'
It would be extremely useful when working between models to be able to open them within side-by-side 'tabs' within one browser tab (a la Smartsheet), and avoid having to exit the model back to the dashboard.
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Generic app to convert flat ragged hierarchy to composite hierarchy
An example of the enhancement: It would be helpful if there is a generic app which can be used to convert flat ragged hierarchy to composite hierarchy. The only difference between ragged hierarchies are LEVELS. If we can define the required LEVELS in the app and load the ragged hierarchy, we should get composite hierarchy…
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Quickly Sort Row and Column Labels
Add an option to quickly sort labels alphabetically by using something like the right-click menu. This wouldn't necessarily need to be saved after the model is closed, but would act as a quick way to order the list and allow items to be found more quickly because they are in alphabetical order.
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Single-precision numeric format option
Number-formatted line items and properties use a double-precision representation internally, and at least double precision during calculations. They are specified in the IEEE754 standard as a signed binary floating point format with 52 bit significand and 11-bit exponent, allowing a range of 2.2*10^-308 .. 1.8*10^308 and a…
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Improve message description on error message displayed
It is not clear to many of our users that they need to click on OK on the message attached in order to go to next step. This happens alot at quarter rollover. When we are done with a quarter we archive the model for that quarter. SFDC automatically tries to bring you to the last model you accessed. The last model they may…
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Monte Carlo Simulations
Monte Carlo method is an algorithmic technique used to understand the impact of the variability of a set of drivers in a forecasting model, using a probabilistic approach. It is widely used in environments where the number of drivers involved and their volatility is high and documented, especially in market finance. It…
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Dynamic and/or breakback hold
It would be nice to be able to dynamically set cells on hold and/or set by default a hierarchy level on breakback "hold".
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Option to pick a separator, when using TEXTLIST as "Result = Source[TEXTLIST: Mapping]"
Good to give user the ability to pick or type a separator instead of default comma, as there might be commas in the orginal text strings already.
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Drag-and-drop re-ordering of line items in blueprint view
The current process to re-order line items in blueprint view is very cumbersome and time consuming. On some larger models, we use them in a sub-optimal way simply because the job of re-ordering the high number of line items is too big to take on. Much better would be the ability to simply drag and drop to re-order line…
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Admin rights need to be more flexible
As a model builder and Admin i'm frustrated by the lack of flexibility when it comes to admin rights. 1.) Admin rights should be able to be assigned per model not per workspace, this gives newcomers to the platform a 'safe space' to experiment with model building, writing formulas, inputting data and more without worrying…
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ESEF - requlatory reporting reguirement
The European Single Electronic Format is the electronic reporting format in which issuers on EU regulated markets have to prepare their annual financial reports starting from January 2020, meaning reporting done in 2021. After this all annual reports have to be prepared also in XHMTL. Where the annual financial report…
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Calculation Functions
Do not mark switchover automatically when creating a new line item.
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Multiple Hierarchies
As a model builder, I'd like to create multiple hierarchies to the same list.
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TEXT function does not keep decimal comma format
A number with the format 1234,56 will be converted to 1234.56 when using TEXT function on a number that has comma decimal point format.
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Admin rights need to be more flexible
As a model builder and Admin i'm frustrated by the lack of flexibility when it comes to admin rights. 1.) Admin rights should be able to be assigned per model not per workspace, this gives newcomers to the platform a 'safe space' to experiment with model building, writing formulas, inputting data and more without worrying…
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Slope formula as Excel
Include in the formulas & functions the formula named "SLOPE" the slope function : Returns the slope of the linear regression line through data points in known_y's and known_x's. The slope is the vertical distance divided by the horizontal distance between any two points on the line, which is the rate of change along the…
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Conditional Formatting on Line Items based on values from other modules with same dimensions
Hi, It would be great if it was possible to format line items based on line items from other modules with the same dimension without having to bring in that line item into the same module. Thanks, Usman
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Last Non Zero
Had a Partner ask if there is anything that does a "last non zero value" like our first non zero. Discussed ranking, but apparently that wouldn't work.
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Create formatting on a dashboard and push back to source module
Hi It would be amazing if it was possible to format on a dashboard and then push the formatting back to the source module or saved view. Thanks, Usman
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Create a saved view on a dashboard and push it to the source module
Hi, It would be an amazing feature to create a view on a dashboard and then push it back to the source module. Clients have asked for this. Thanks, Usman
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When a Boolean is selected the model refreshes automatically to update any dashboards modules
Hi When a boolean is selected in a dashboard to apply a filter based on this you have refresh the dashboard or create an action button that re opens the dashboard. It would be if when a Boolean was selected that the model would automatically refreshed dashboard and modules real time to reflect changes. Saves having to…