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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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When I Create a New Action / Module / Dashboard take me to it in the list
When creating an Open Dashboard action in a very long list of actions, the action gets created and the list gets scrolled all the way back up to the top. Our Actions list is over 1500 items long, we have hundreds of processes, imports, exports and other actions to scroll through making this simple task of adding a new open…
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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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Merged: User List Subsets Based on Role
This discussion has been merged.
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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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Make Versions a Production List
Enabling Versions as a production list would allow business users (not developers) to add flexibility and enable business users better management of versions. Consider the scenario where there is a variable amount of Forecasts that could happen in a year, or if a Forecast becomes current/next.
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Make Versions a Format (DataType)
Make Versions a list format so we can use with LOOKUP logic based on user selections. Would prevent the need for versions mapped to a pseudo-verison list with IF/THEN logic, ultimately reducing complexity and increasing ease-of-build.
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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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Avoid the roll back every time the formula is wrong
Every time we create a wrong formula the system runs a roll back that takes about 8 minutes!! We would like to avoid this roll back... it takes so much time during the development phase! They could just send a warning message!
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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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Users List as a basic Dimension
Hello, I ran to the several issues when I needed to calculate some values on the Top Users level. * Users list itself doesn't have Top Level and there isn't an option to add it. Therefore you can't get Total number for given line item that applies to Users List. I was trying to do some workarounds (creation of Dummy Users…
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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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Ability to create ad hoc aggregations via multi-selections in filters
I want the ability to narrow down the summaries I see for a parent. I need to give end users the option to see summaries for any combinations of list elements in any dashboards and modules. At the same time, users should be able to select several list items for tables to synchronize with all of them simultaneously. If you…
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Ability to enable/disable multiple filters under "Filter Segment based on data in..."
Description of the enhancement required: I want the ability to narrow down the summaries I see for the parent. If you select a parent, you see all summaries for the child, but I want to be able to have the ability to select multiple parents, or multiple children, while having the ability to exclude others. For example…
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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.