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Defaulting values for line-items (vs. modeling via override)
Abilty to have by default a 100% value in a line-item vs. modeling this behaviour with a line item of 100 and putting an override if you do not want 100% (e.g. redemption rates). The default should be able to have a formula behind it. (cfr STET functiona in competitive products) Benefits : 1) Huge UX improvement on…
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Tree View Available even if we have large lists
Hi, Tree View have to be available even if the list is large. Anaplan could show it on different pages. It's a big limitation to the client if they can't see the tree view list.
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Merged: User List Subsets Based on Role
This discussion has been merged.
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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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Set the Export File Name at the time of Export
Hi when running a Data Export I would like to be able to choose what the file name should be when exporting the file via a prompt. In an ideal world I would like to be able to decide on a prefix and suffix for the file name. With one of the options either being the date/time or the value I set in a module. One of my…
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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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Defaulting filters in Assign Action Screen
Assign functionality can be used, for example, to add products to customers. But how will we make sure, that only active products will be added? We can define a filter in assign actions (we can't use Boolean as a filter, but we create a list formatted property for that purpose). The main problem is, that when we open the…
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Performance of line items calculations with cell count 0
Anaplan platform gives to modelers great flexibility in terms of how it is used, once in a while leading to situations, where modelers design solutions, which were never considered by Anaplan Platform developers. One example like that is usage of a single element list with subset as a module dimension - to turn on or…
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Allow customers to reset list entity index by themselves
Description of the enhancement required Allow customers to perform list entity index reset for their lists that encounter "IllegalArgumentException: Maximum entity index value is 999999999" error. A story for why they want the enhancement, (how would it help their business process) Anaplan support needs to cooridate with…
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Allow the same action to run multiple times within a single process
Description of the enhancement required: Allow the same action to run multiple times within a single process How would it help your business process: There are many situations in which this would be helpful. One example Setting a production plan based on prioritising SKUs. i.e. The capacity of a production line is…
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Ability to update formulas of List Properties just like line items
To use the List property in formula, one need to type out the whole list name including property name, that is a cumbersome process. Allowing Reference of List Properties, will save MB time and efforts in wrong typing of name.
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Search box in 'Model Management' Dialog Box
Hi, When we click on 'Manage Models' dialog box, we get an option to select a workspace. When we select a workspace, we get a list of models to choose from. But in case there are numerous model in a workspace, then it becomes tedious to search for without a search box. Can we have a search box to filter ? Thanks, Aravind M
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Version on List
Currently, we cannot have versions on a list. It is a limitation that customers run into every day. Below is an example from Red Hat, Inc that demonstrates the challenge that this limitation creates and how having versions on a list could be a tremendous benefit! Account Hierarchy: L1 Geo L2 Group L3 Region L4 Sub-region…
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Ranges/allowable values for number input
It would be handy to restrict a number format. This will save additional validation checks/visualizations. e.g: - Number needs to be positive - Number should be an integer -The number should be within the range of 0-10 This is like a dependent drop-down list, however now restricting the number formatted input.
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Capability to define a Default Value
-------- Edit : There was a problem with the body, below the good explanation 🙂 -------- As a Workspace Admin, I would like to be able to define a default value for some Line Items (list, number or boolean). Ex: When a user adds a new row, I would like that some Line Item to be automatically filled with a default value.…
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Add formula drill down in NUX
Suggest to add formula drill down to NUX. When working with the NUX, there is no formula drill down option. This is a key feature for our users as they need to see how the numbers are being calculated when doing root cause analysis. At the same time, the specific values going into the formula should be shown as they are…
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Extend Date format to include Time (hh-mm-ss)
Description: Being an Anaplan Builder, I would like to be able to have a date format with Time in it (hh-mm-hh) Some of our planning tasks are connected with work with exact timing (Date + Time). Currently, we have to upload this data as text and use RIGHT(),MID(),LEFT() functions to extract values. If we have a customized…
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Module Selection for Line Item Subset With >1000 Modules
We have encountered a bug where if there are more than 1000 modules in a model, the panel where you select a module(s) to assign to a line item subset does not work. There is a workaround available (provided by Anaplan support to us about a year ago) where we can look at the web-page elements and find the code for the…
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Line item (Cell) Comments
The ability to add a comment to a line item would be useful, so if we had a line item that was number format, the ability to add a comment eg."increased due to promotion", it gives a narrative for the value in the line item. I appreciate that line items are not fixed (as in Excel cell comments) but this would be a very…
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Planning Gross Margin % and other Ratio metrics at levels above the bottom level
Pretty much everyone would agree that Gross Margin % (GM%) is a REALLY important metric when planning your business. It’s a key performance indicator for healthy past performance, and a key driver for future investment decisions and performance management. Employees are frequently bonused on revenue and margin goals – so…
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"View-Only Workspace Admin" - new access type
I know this idea has been discussed but I don't find an Idea in Idea exchange that exactly corresponds. I have had some customers request a new technical user access that is a "View-Only Workspace Admin": users that can have the ability to view everything in the model settings (the models, lists, line items), but not the…
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Bulk Copy Action - Line Item Input
Great addition this past weekend with the Bulk Copy Action so that it can be tied to a process. As another enhancement to this feature - it would be great if the model builder can set line item values to drive the input - similar to the update current period action released prior.
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Allow ISFIRSTOCCURRENCE to search against time
IFO returns true for the first occurence of a value against a specific list formatted dimension. i would like the possibility to validate against the time dimension as well.
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Automatically re-open modules after a session timed out
Hello All, As a new model builder I have experienced some frustration with tracing back where I was at if my session times out. This is especially true during the development stages and the solution is moving fairly dynamically and several developers are working on it. It would be a nice improvement if Anaplan could cache…
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Assign Action - Disable unassign
Assign Action dialog window allows end users to assign new elements, but also to remove already assigned elements. In some scenarios it is not desired, as modelers are no in control here (we cannot put any validation if an element can be removed / unassigned). The idea is to add a configuration option (Boolean) to allow…
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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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Add Versions as a native option for a line item/property format.
Description of the enhancement required: Version as a format An example of the enhancement: When uploading a planning file (budget, Q1 forecast, Q2 forecast) from excel, a number of identifiers for my transactions are uploaded as text and later on in the transactions module turned into line items based on a list so I can…
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Add MEDIAN Function to Anaplan
As we expand our use cases within our org, we are faced with more and more times that we need to calculate a Median within a data set (ex. Revenue, Median Deal Value, Median Salary, etc.). There is a quite elaborate workaround that is posted on the community, which has been a lifesaver, but it takes up to 13 line items to…
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An Anaplan Hash Function
There are times when a code needs to be generated in Anaplan and it would be really handy if we could use a simple hash function to do this (especially as Anaplan's code limit is 60 characters). The Hash function could be a simple one that allows input of text and generates a code limited to 60 characters or less. it might…
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Subset of Versions
Can we have a subset of Versions so that whenever needed, we can use single version member in the modules? Currently I can think of one use case when we have to drive opening & closing of periods for users to enable data entry only for a specifically opened period or set of periods. There may be better use cases as well…