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Use process inside another process
We have some instances where we are incorporating multiple actions into more processes. Instead of adding action A,B,C,D,E,F into 4 different processes, we could bundle this into Process X. Process X can then be used in the 4 different processes. This will make the maintenance more convenient. E.g. we can ad action G or…
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Be able to select a default summary type for a model
In the spirit of trying to keep our models size-efficient, we encourage model builders to set the summary type to "none" whenever possible in calculation modules (trying to follow the DISCO method here!). Unfortunately, when a new line item is created, the summary type always defaults to "sum" and it's very easy for model…
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Ability to use Roles as a dimension
Enhancement Request: Ability to use User Roles as a dimension To provide more clarification, could you please explain how you hope the enhancement would assist in your business process(es)? It would be quite efficient for the customer in terms of usage the dynamic cell access functionality. That gives our finance users…
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Lookup Function -enhance this function with adding ability to ignore module's default dimensionality
Description of the enhancement required: Lookup Function - enhance this function with adding ability to ignore module's default dimensionality when using lookup. Pain - currently you cannot set another search argument instead of module's dimensionality, module's dimensionality is always used as lookup priority in Anaplan.…
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Add a custom formula for summary that doesn't necessarily apply to rest of cells in that line item
Description of the enhancement required: The ability to add a customized formula for the summary that does not necessarily apply to the rest of the rows within that line item (currently the formula for the line item becomes the formula for the summary if you are to select the "Formula" summary option). How would it help…
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Create a "Date Last Modified" column in Modules to let Admins see when line items were last changed
I would like the ability to interrogate when a Module has received changes to specific line items to help in troubleshooting bugs. For example, when someone changes a line item's summary type, or formular, or data type, or name etc. this should ideally change the "Date Last Modified" for that line item. I could see this…
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Attribute Module for Inbuilt Users List
Suppose I have a module with Inbuilt Users list as a dimension (No other list should be used as a dimension in that module). Now if I can create a line item which will pull the attributes from Users Command of Anaplan into this module. Just click and refer. For example If I want to see what is the model role of the User I…
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Add Automated Line Item Reference if a Field is used in an Import/Export action
It would be extremely beneficial and time saving if you could add a reference to a line item that states if it is being used in any import or export action and what that action is. This would be similar to if a line item is used in another line item or module.
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Bulk Copy in Versions through Actions
Hi Team, We get request from customers where they have multiple versions of Budget like maintaining it quarterly. Like Budget should be open like * Budget V1 : Jan Onwards * Budget V2: April Onwards * Budget V3: July Onwards * Budget V4: Oct Onwards However, When we switch between the versions we should be able to copy the…
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nth occurrence text function - finds nth time a character occurs in a string
I would like the ability to use a function that allows me to search for the nth time a character or string of characters occurs in a concatenated key. Currently, we import text string keys from source systems and derive business information from these strings. For instance, we might have the transaction key…
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Ignore Value Parameter for MIN Function
When using a minimum function, it would be ideal if we could exclude specific values, or a list of values, to avoid returning zeros or another value. For the aggregation function x[MIN:y] you may want to exclude zeros from the formula. Currently the workaround is to use a large number in place of zeros, eg: "IF x = 0 then…
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Applying DISCO labels to Model Map
I would like to apply the DISCO-methodology to the Model Map. The most efficient way would be to label the Functional Areas to the DISCO. The model map could then be visually sequenced based on the DISCO steps: https://us.v-cdn.net/6037036/img/PLANS_DISCO_33530.jpg?small?v=1.0&px=200 This could improve the value of the…
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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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September 2022 releases and October sneak peek - View Modules Used In Pages
The release this month is helpful but I think it missed expectations. What would be more helpful is to be able to see what UX pages a module is published on in the exact same way the "Used in Dashboards" column is in the Modules. The update would more or less be "View Pages Used in Modules". I used the column in the…
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Formula Access Driver
Sometimes we have a list in which some list items should be populated via a formula and some other list items via a manual input. The way to model this at the moment is to create 2 line items enabling to input first and see the final amount that takes into account the formula. Obviously, from an end-user perspective, this…
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Please fix opening a menu from the drill-down view (i.e. to open the source module)
Hi, Currently, if you drill down through several layers of modules and try to open the menu of a module to open the source module it appears as if the menu has not opened. I have learned from experience that the menu does actually appear, but seemingly in a random position further up from the drill down tabs, and floats…
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Include Process Within a Process
Description of the enhancement requiredAbility to create nested processes (i.e., process within a process).An example of the enhancement:A separate process to import a saved view to separate lists that can be combined into one overall process that can be run by the end-user (one click to run multiple processes)A story for…
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Support aggregation over time dimension
Description of the enhancement: Currently if the Source has a time dimension then the result must also when using SUM. Users would like to be able to aggregate over time dimension. How this would help our business processes: It would remove the need to do the following workaround. If you have: Result = A.a[Sum A.b] Result…
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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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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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Sort Line Item Subsets
Description of the enhancement required: Ability to sort line items the same order in the subset as they are in the originating module Example of the enhancement: A Line Item Subset for P&L report that he is using in another module; however, the line items in the Subset are not in the same order as the Line Items from the…
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Set Display Name in Line Item Subsets
I would like the ability to (optionally) set a separate Display Name for line items in Line Item Subsets. Whenever the Line Item Subset is used, this Display Name should show instead of the original names of the included line items. This would be really useful when collecting line items from multiple modules, especially…
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Time Ranges Notes
I would like to have Notes available to be able to record comments against a Time Range so as to give more clarity as to what the Time Range is used for and whether it needs to be rolled forward at a Year End as in some cases there may be no need to change the start year of the time range for instance but without knowledge…
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Include Formula Change Detail in Model History
Currently the model history process only captures that a line item was edited but it doesn't specify if it was a formula change, applies to, etc... and it doesn't include what the formula is/was. This came up recently in trying to research what had happened with a formula that had previously been updated and it's otherwise…
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Add a tab for saved module views in Model Settings -> Modules
Description of enhancement: To add List of modules' views in the Model Settings menu. It would be great if it can include: View name Model name Actions’ names then view is used as a source Dashboards where used An example of the enhancement: It may be very similar with the Modules list. A story for why they want the…
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Add properties to line item subset
Description of the enhancement required: Add List Properties for Line items subset and a full menu (like ordinary Lists have). Currently there is only one “Description” property available An example of the enhancement: Adding properties section for a line item subset would allow the business to store non numeric…
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Anaplan Time Range Limitation
I was very surprised recently when I discovered a limitation to Anaplan's permitted time range. It may surprise others to know that Anaplan is limited to supporting only 70 Years (20 past and 50 future) and the maximum number of years possible is 90 (using a time range set, as of writing, to 1981 with 90 periods). I did…
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Shared weeks (splited by months)
We use ISO calendar split. This mean that a year contains about 52 calendart week and about 63 shared weeks: when a week is located in two months at the same time. This is the only way to move back and forth between Months and Weeks. Currently we have to maintain false Time hierarchy in order to have this option.
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More advanced Grouping, Sorting and Filtering of the lists of Modules / Dashboards / Actions etc
During Anaplan training a user creates 5 or 6 modules / dashboard etc. Easy. Our model has a staggering list of actions, modules and dashboards. In our model are we have: * 593 Modules * 248 Dashboards * 1767 Actions Model builders need a more robust wayto manage this. Having the ability to filter these lists by a type…
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Increase 60 minute, no activity model unload
A description of the enhancement required: As an Workspace Admin I want a solution that prevents Anaplan to go out of in memory after 60 min because I need to prevent my end users to be confronted with a long load time. An example of the enhancement: Could be an option to set time slots when a model should always be kept…