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Open the saved view if you save a view
When creating a saved view, it will not open by default, but you need to open the saved view in order to finetune it. It will benefit the model builders, because now a lot of times you create a saved view and you need to remember to open it again before making more changes to the view and continue saving. A lot of times…
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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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Merged: User List Subsets Based on Role
This discussion has been merged.
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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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Ignore blank dates for MIN calculations
I'd like Anaplan to ignore blank dates when performing MIN calculations: MIN, x[MIN:y], and MIN as a summary function. For numbers, I can see why 0 is evaluated since sometimes those are true zeroes, but for dates this makes much less sense. With dates, I would want the MIN calculations to return blank only if all of the…
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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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Automatically rollback the model if an action within a process fails
Description of the enhancement required: Process rollback upon failure. An example of the enhancement: If an action within a process fails, then all the prior actions that succeeded should be erased How would it help their business process: The fact that a process "half-way" runs and my end user doesn't tell me, has…
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TEXT() function to follow Excel rules
Being a Anaplan builder, I would like to extend TEXT() functionality to work similarly to excel function, exactly: 1) Follow different format conversions 2) Follow preset patterns, to exclude unexpected text from numbers results etc. Example of wrong work to be prevented with new functionality: Text(1504322.40)= 1504322.4…
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Ability to reference a Line Item generically.
I am requesting the ability to use a generic 'me/myself/self/here' reference in functions that require a Line Item. An example: Original: PREVIOUS(Total Average Balance) + MOVINGSUM(Total Average Balance, -11, -10, AVERAGE) New: PREVIOUS(Here) + MOVINGSUM(Here, -11, -10, AVERAGE) The benefit of this is: if the Planner…
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User List Top Level
The users' list should have a top-level for calculations. Currently, the users' list can't be used for inputting data as there is no top-level so errors occur when referenced by a line item without the user dimension.
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Select a specific version when creating lookup formulas
Hi, It would be great if we could have formulas where we can specify a version (like it works for actuals) or if we could apply any line item to a specific version.
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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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Allow Multiple layers of Conditional formatting with more flexible color options
Let conditional formatting options be stackable in layers (similar to MS Excel). In my current model we have a table that uses color across all cells based on the development stage. At times we also want to color cells that have an error to a particular color of red, however this is not possible without stackable…
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Ability to create Version subsets allowing to have many different versions without impacting size
Hi Anaplan, As Anaplan grows users will require to create multiple versions allowing them to look at historical information without creating many archived models. The solution to this is to have many versions and be able to subset version lists, therefore saving on space and being able to view historical information…
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Formula for current user
It would be useful to have a formula to determiner a user from the users list so I could write lookup statements to source data from modules with users list in dimensions
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Option to open Settings Menu Items as Tabs
In our model, we have 220+ dashboards and 400+ modules. When going between looking the list of modules and the list of dashboards, the lists reset my view at the top, causing me find the one I wanted to look at again, this can be very time consuming. Ideally I'd be able to open these Settings Menu items as tabs, so that…
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Show Subsets in the General List area in settings under the List they belong to
I would love to see the subsets created under the list they belong to in the General List area in settings. It would make using them and maintaining them easier. And, when learning new models, it's really hard to tell the difference b/n a subset and a list and to what list the subset belongs to.
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Calculation on top level selection in line item subsets and list item subsets
Hi Anaplan Community, Currently it is not possible to use a summary top level of a list subset or line item subset in a calculation without using a workaround using a boolean and using the complete list or line item list. If anaplan had the capability to allow modellers to use the top level in a line item subset or list…
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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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Rollback caused by "Is Summary"
Description of the enhancement: When a user incorrectly selects "is summary" for any line item with non simple formulas they hit a rollback. A rollback consists of a model closing, opening, reapplying a changelog, and saving. Can we look into a solution to capture that the formula isn't a summary line item before it causes…
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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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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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Ignore Timescale as a dimension if Time formatted mapping line item is used for aggregation
I ran into the issue when I needed to pull the data from the module with a timescale as a one of dimensions to another module that also contains timescale as dimension. I used time formatted line item in the source module for aggregation but it's been ignored in the Result module and error message box has been appeared.…
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The ability to see entire Note, Applies to, Referenced By fields inside blueprint view
It would be great ot see the entire Note section in the blueprint view without having to copy and paste it into another tool, double click into the note section, etc. Double clicking into the note section isn't ideal in Standard (Non-Deployed) models, as it can lead to the accidental editing/deletion of the note field. One…
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Selecting 'All Periods' does not display all Time periods
Description - Model has a timescale with 6 years and 'Total of All Periods' enabled - Open the dashboard 'Time only dashboard' - Synchronised rows is enabled for the grid 'Time only' (Time on rows) - Select 'All Periods' from the time page selector on the dashboard Expected result - The grid updates to show all time…
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LOOKUP does not work on list parents and only leaf items
When a LOOKUP is done on a parent item in a module, the result does not resolve to the column with that respective parent. Subsequently the value shows 0. To reproduce: 1. Create list with leaf item and parent 2. Create module with column 1 as "Data", column 2 as "Parent", and column 3 as "Lookup", using list from 1. as…
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Open modules using 'Referenced By' column
It would be really helpful if the 'Referenced By' column opened all modules associated to the line item (similar to clicking on a functional area name to open all associated modules). This could be achieved by SHIFT+LEFT CLICK to differentiate from selecting the cell rather than following the hyperlink. This would be…
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Blueprint View of Saved View
When a saved view is open, it would be really useful to have the option to open the blueprint and only show the line items in the view, rather than the full blueprint. In modules with a lot of line items, when the view has only a small selection of them, it is time consuming to find the respective line items
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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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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…