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An NPV formula that calculates as Excel's does
Description: To have an NPV formula function that calculates NPV exactly as Excel's period-based NPV formula does. Benefit/impact: Current NPV formula returns results as Excel's XNPV formula does (using elapsed days instead of periods). We are in a position of having prospective customers and existing customers use…
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Summary of Selected Cells Displays on Dashboard
Description: When selecting several cells in a module within a dashboard, we would like to see the summary (and perhaps average and count) of the selected cells displayed as well. This is similar to the customized status bar in Excel that shows the Average, Sum, and Count of selected cells.
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Ability to collapse/group module views
Description: Currently Views when they are setup are listed under a module. It would be useful if there was a way to hide views, only show relevant views to users (i.e. they MUST be able to decide what they want to see not an ADMIN), or at the very least a way to collapse/group the views. Benefit/impact: Currently one of…
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History Enhancement: Details of changes to workflow status
Description: Currently changes to workflow status appear as follows in model history. ||ID||Date/Time (UTC)||User||Description||Previous Value||New Value||Module/List||Line Item/Property||Target User|| |0001|2017-01-01 00:00:00|user@anaplan.com|Model change (no details available)| | | | | | This does not give any…
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Copy model from point in history
Description: Take a copy of the model from a point in history, based on the model History ID. Impact: This would allow investigation and audit of production models without affecting the source model. But there could be concern about this affecting storage, if people begin to create more copies. Example of enhancement: I…
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Adding and removing Workspace Administrator Privileges to be correctly recorded in Model History
Description: I would like to be able to record the action of adding or removing Workspace Administrator Privileges in Model History. Example of enhancement: * Open Settings -> Users. * Tick Administrator Privileges for a user who does not currently have them. (eg. tester@anaplan.com) * Un-tick Administrator Privileges for…
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Documentation/text on any object in the model (model documentation)
Description: As an administrator, I should be able to put a text description/documentation on any model object in the settings tab or blueprint. This should include: * Line items (in blueprint) * Roles * Versions * Actions * Modules * Dashboards * Lists * Properties * Subsets * Line item subsets Note that I should be able…
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Unhide specific columns without having to unhide all columns in a module
Description: Unhide specific columns instead of the only available current feature of unhiding all columns just to see one or a few specific columns Example of enhancement: Currently, in any module, unhiding one column that was previously hidden is not possible other than unhiding all columns along with the one column you…
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Copy/Paste not working for computers set to different number formats. Requires "locale."
Description: When copying a cell in Anaplan, the underlying value gets copied (ignoring the 'Decimal Point:' format set for the line item), and the browser's locale is used to set the decimal separator. This is flawed for companies with users in various parts of the world. eg, Anyone with French browser locale (which uses…
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Read/write access by line item
Description: Enable read/write access by line item. Examples: Hide intermediate calculations, and don't let the end user see them even with Show All. Disable data entry where some line items are imported.
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Request for keyboard navigation and selection in TreeView of List Settings
Description: With the mouse, I am able to select multiple tree nodes and drag-n-drop them to a new location. This is great. I would like to be able to make the tree selection using keyboard and close with the drag-n-drop, or a Copy-Paste operation to complete this action. Example of enhancement: Steps would be: 1. Focus…
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"Show Hidden Content" negates restricting access to Roles
Description: If you are not a WSA and certain views have been hidden from you in the "Contents" tab, you can show them using "Show Hidden Contents". This was always possible but wasn't as explicitly available as it is now. Users can edit these 'hidden' modules, probably because they have Write access, but this is not…
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Ability to archive versions in a model
Desription of the enhancement: We would like the ability to 'archive' versions within a model, so that we can save the data and look back at it later, but it will not take up space. Note that version subsets will not fully meet this requirement, because if you remove a version from a subset in a module, you will lose data…
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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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Set conditional formatting by formula
Description of the enhancement required: Improve conditional formatting by allowing formulas. An example of the enhancement: Have it function similar to excel where formulas can be used to test for conditions. How would it help their business process: Extra line items must be used to check for a condition, if conditional…
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Improve error message where you are unable to give a list item a child
Description of the enhancement: Improve error message where you are unable to give a list item a child, if it has a child item in a different list You are unable to give a list item a child, if it has a child item in a different list. Error: "Parent item has a child item that is in a different list: You can only add a…
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Option to not include current period in YTD calculation but in YTG instead
Description of the enhancement required: YTD calc should NOT include the current week and YTG should include the current week. How would this engancement improve your processes: I do several YOY indexes and they are all incorrect because of this. When I compare YTD this year to YTD prior year there is always extra data in…
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Match subsets automatically in import mapping when names are identical
Description of the enhancement required: If we create Subsets in a new target list with identical names, Anaplan should be smart enough to match those with the source subsets when running import. Unfortunately, the system appends " / Is Member Of" to the source, causing the matching on name to fail. This causes the user to…
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Ability to wrap text on line item names
Description of the enhancement required: Word Wrap for Line Items and/or Rows instead of just Columns An example of the enhancement: Ability to wrap text on a dashboard without having to publish the line item as a "selected line item" How would it help their business process: Majority of the line items or members on rows…
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Custom time period format
Description of the enhancement required: Include a way to format weekly dates by Start/date - end/date such as in excel. A story for why they want the enhancement: Currently we have a gantt chart view in Excel which shows run dates on the columns with the activity detail in the middle of the grid. It is easier for us…
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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 folder structure in model management
Description of the enhancement required: Create folders and keep the models in various folders How would it help their business process: We have about 15 modellers working on different models. Wed like to be able to organise them better. Sometimes we might forget the names of models they are creating. In windows, they can…
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Add new function AllPeriodsValue
Description of the enhancement required: Add new function AllPeriodsValue An example of the enhancement: The AllPeriodsValue function would work like YEARVALUE, but utilizing periods rather than year. It would have a parameter to choose whether a Brought Forward value should be included in the result. How would it help…
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Ability to add brought-forward value in time totals
Description of the enhancement required: Enable the option to include Brought-Forward value in 'All Periods' time total. An example of the enhancement: When turning on Brought Forward, the user could specify when selecting 'All Periods' for this item, if the resulting value should include the Brought Forward value in that…
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TEXT function to have the option to convert the displayed format
Description of the enhancement: Currently using the TEXT function it will convert the underlying number. For example, if you have: Line Item 1: Number format, set it to 5 decimals - value: 0.0000005 Line Item 2: Text format, Formula: TEXT(Line Item 1) Result: 5-E07 Desired Result (in TEXT FORMAT): 0.0000005
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Pivoting with more than 3 rows
Description of the enhancement required: Need to be able to pivot more than 3 rows How would it help their business process: Reporting many cases of views needed with multiple dimensions with more than 3 lists in rows. Most recent case 1) A module with many dimensions 2) Need to be imported to a flat list 3) Filtering…
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Undo
Description: Provide 'Undo' functionality throughout product. Could consider only allowing one two 'moves' backward. Could also consider limiting to data changes if needed. Impact / Benefit: This would greatly help our user experience in quickly reverting a change we make.
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Allow OFFSET calculation in version formula
Description: Allow OFFSET to be used on summary line item formatted as Formula. Impact/Benefit: I am trying to calculate a percentage change from prior year or prior quarter at the summary level. For example, year-over-year % changes using a formula at the aggregated level: Total Growth in Net Sales / OFFSET(Net Sales, -1,…
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History Enhancement: More details around changes to lists
Description of the enhancement: We would like to see which of our users unchecked the Product Data box for a list. There is no logging to identify this and history in the model only shows this as a "Change list". The same applies for workflow, selctive access, and making a list a numbered list.
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Rephrase action delete dialog so it is clear what is begin deleted from the model
A description of the enhancement requested: The customer would like the "Confirm Delete" message for deleting Actions in a model rephrased to not sound like they will be deleting all data within their model. An example of the enhancement: After selecting the Actions you wish to delete, the "Confirm Delete" message will…