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'List Item' Scope on Formulae
Would it be possible to implement a 'List Item' scope similar to Version Scope against line item formulae within Anaplan. My thinking here would be to allow some list items to be driven by inputs, and other list items to be driven by a formula. This would be a huge enhancement, but in than vein I am unsure as to how…
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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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Add XOR formula
Title says it all, a XOR formula would be really helpful and reduce formula length when trying to test an exclusive or. For those unfamiliar, here is the logic table for XOR. It acts as an OR however if both inputs are TRUE, then XOR returns false.
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More Shortcuts
It would be great if Anaplan supported more shortcuts. In particular, shortcuts that would enable model builders to change the formats of line items instantly. E.g. if a model builder hits B over the format cell, it will instantly change to boolean. M for time period months, T for text. Shortcuts are extremely useful and…
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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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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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Merged: Ability to Enable / Disable a button based on a formula
This discussion has been merged.
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Open a Module in "Line Items" tab by selecting a line item (not just a module)
When I can't remember where I saw a particular line item, I go to Settings ---> Modules ---> Line Items and search for it. When I find it, it would be very natural to just click "Open" in the header. However Anaplan only allows this open button to work if you have the MODULE name it belongs to selected. So I have to scroll…
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Bounty Program
This is a platform to share ideas about improving Anaplan platform. But there is something I would like from your side a bounty program, for finding bugs in the platform. Just a suggestion to improve the Anaplan platform further. Thanks, Vamshidhar Reddy
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Show % formatted items description as a % rather than just showing description as 'Number'
If I format a line item or property as a % it is only shown in the blueprint or grid view as 'Number'. It is not easily identifiable as a % wotjout going into the line item and checking the % option has been ticked and the number of decimla places. Could we have this shown as a format description as 'number% 2dp' for…
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Merged: Native User Subsets
This discussion has been merged.
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Ability to select multiple items in the Manage Views screen
Description of the enhancement required: Ability to select multiple items in the Manage Views screen An example of the enhancement: Within a module, select Views > Manage Views. Be able to hold Ctrl/Cmd or Shift, and select multiple items in the list, and then Delete them. A story for why you want the enhancement (How…
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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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Dragging row/column headers to resize
In the current client, columns are resized through a dialog where numeric values have to be entered for each column. The proposed enhancement suggests enabling dragging of headers to resize them in a more efficient way.
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Create a number of items in numbered list
Where we use the create action to add an individual item, could we have a break where it asks for how many items to add, much like when doing it in the list itself. This will help to reduce the number of blocking actions as a user hits the button once instead of 10 times and may help in not having to pre populate with…
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Search model and Display results across Actions, Modules, Dashboards, Lists in one screen
It is common to use the exact wording between actions, modules, dashboards etc., however in order to see the results of items from these different groupings, currently I have leave a view (say the module view) to go to another view (actions) and search the results again (which also resets my search from the last view).…
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Add a Parent to a Line Item Subset
It would be nice to be able to add a Parent list/hierarchy to a Line Item Subset.
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Make dashboard titles that appear in "Used in Dashboards" columns clickable hyperlinks
When trying to work in Anaplan I find there to be a lot of "dead ends", meaning I have find where I want to go, but I have to stop, back out and go there in an unintuitive way that breaks my workflow. The "Used in Dashboards" and "Referenced By" columns are helpful to trace where things are used, but I still have to leave…
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Include slicer functionality similar to excel - i.e. save filters in a button
Description of the enhancement required: Enabling slicer facility in Anaplan tool like the one in Excel https://support.office.com/en-gb/article/use-slicers-to-filter-data-249f966b-a9d5-4b0f-b31a-12651785d29d How would it help your business process: Customer would need this facility of Slicer enhancement due to multiple…
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Clear launchpad filters without selecting reset
Description of the enhancement required: We would like the ability to remove filtered values individually, instead of clicking 'Reset' and refiltering the entire model list from scratch each time to wants to remove a filter value. An example of the enhancement: Login to Anaplan.com > Within the launchpad, click Filter to…
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Ability to add multiple values to a text filter
Description of the enhancement required: Text list filter delimiter An example of the enhancement: Text line items can be filtered by more than one value. How would it help their business process: Filter of text string with a delimiter. Want to be able to set a filter on a text line item for more than one value without…
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Top 10 filters on tables
Description of the enhancement: Top 10 filters on tables. We need to create top 10 tables that are able to be filtered by different criteria. Today the only alternative we found is to make a calculation for the "ranking" of the items in the table, but this is static information, so it is not dynamic when filtered. How this…
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Ability to manage different summaries in a different way for different levels
If the user has Quarters, Half Year, and Year summaries, they want to be able to set the summary method for each summary. eg, for quarters set sum, for half set none, for year set sum. Currently you can only set the same summary for all levels
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Switchover for End Of Year
Description of the enhancement required: Be able to have switchover throughout the year. This would allow a version to match actuals for line items with time, but have separate information in other line items. An example of the enhancement: Admins could select FY as a switchover time period for a version, and then that…
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No subtotal for Weeks: General time setting
Description of the enhancement required: In the timescale settings add Total of All Periods for Weeks: General timescale How would it help the business process: For example, looking at the travel and tourism industry, which is highly seasonal (e.g. different destinations, hotels, and services are in demand in the summer vs…
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Move Format column to before Formula column in Blueprint mode
Description of the enhancement required: I would like to submit an enhancement request in regard to the Blueprint Mode of modules. I would like to move the format column before the formula column. An example of the enhancement: When you are creating new line items in Blueprint mode, the first column that you see from left…
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No way to get last month of quarter in one line item
As an example, if the first month of the Fiscal Year is Mar 15, I want "May 15" returned because that's the last month of the quarter. This is my formula (on a line item formatted as Month and no Timescale): FINDITEM(Time, NAME(PERIOD(END(PARENT(TIME.'Apr 15'))))) However, this returns 'Apr 15' due to this in Anapedia:…
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"Edit From" and "Edit To" in "Versions" don't prohibit users from importing values to that time peri
Description of the enhancement: The RFE would be to disallow users from importing into a timescale that they cannot edit. To reproduce: 1. Create a module with "Versions" and "Time" as dimensions. 2. In "Settings"->"Versions", change the "Edit From" to "Feb 16" on the "Actual" version. 3. Back in your module on "Actual"…
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Ability to create a budget version, copied from another version, with values that don't change
I want a version that contains values from another version, but doesn't rely on lists/formulas/etc. Changes to the model should not affect this version copy. Description of the enhancement required: I want to be able to take a copy of a version which is just a copy of the numbers, so once you agree the budget it is copied…
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Drilldown displays formulas without parenthesis, and cannot be copied back into line item
Description of the RFE: Users are copying and pasting formula from drilldown dialog, which isn't possible because parenthesis are removed. This is an RFE to retain the parenthesis, or at least provide that option. Use case: Drilldown formula is removing parenthesis. This is causing come issues for us working with a large…