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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…
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Allow for users to breakback on time and not other hierarchies
I have a customer who wants to use breakback for time but not the other hierarchies in the module. They are planning for cost centers and require users to enter data at the lowest level. However, they want to enter data for annual periods and break back to the months. If we can separate the other hierarchies from time,…
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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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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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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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Default Settings for new Line Items, Summaries, for Model and Modules
There are two other ideas that exist already one that are by default set sums to off and another that is to set defaults by module. Why limit to just as a whole product or module, why not give a default for builders or similar added to the Model Setting. All models are set to default none for all summaries and line item…
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Selective Module reordering
I often find that I want to re-order modules within functional areas, but using the ascending/descending order, re-orders all module, not just the ones selected. It would be great if the sort, could be restricted to the highlight modules The following shows how it could look Note that the other modules are not included in…
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Customize Branch Copy Action
Branch copy is a very powerful action, widely used in what-if-scenario analysis. It can also be used to copy, for example, promotion events. The problem is, when we create a copy of a completed promotion event also the status is copied indicating that the newly copied event is also completed, which obviously is not the…
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HyperBlock Performance Improvement: TRUE-->TRUE change
The Anaplan platform leverages a patented in-memory, Java-based, planning engine for calculation called Hyperblock", as we can read in the CIO Guide White Paper on anaplan.com. The engine allows to rapidly calculate billons of cells. It is also important to understand that it recalculates only what needs to be…
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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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Provide model builders a "Model Cleanup View"
Our model is rather large, and over multiple development cycles and many different developers we have a large amount pieces of the model that may now be obsolete. The trouble is with a large model it is incredibly cumbersome to locate safely remove clutter without the fear of causing major issues in the model. The only way…
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Show all references (full chain) from a line item in the model map
I would like to visualise a calculation reference chain from a line item as a starting point using the model map. This will help in maintainability of the model and in the ability to refactor model design or calculations.
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Re-Order Conditional Formatting Rules
Hi Anaplan, When you have multiple conditional formatting rules or you create a new conditional formatting rule you currently cannot re-order the conditional formatting rules. This can make it difficult when reviewing conditional formatting rules to understand what you have defined. It would be great if you could re-order…
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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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Applies To for a module - would be nice to have a search option
Description of the enhancement required: Creating Modules or adjusting the "Applies To" it would be helpful to have a search bar/button. A story for why they want the enhancement, (how would it help their business process): In case you have a lot of lists, it becomes very inconvenient to reapply the module. This change…
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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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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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Allow specific list grouping within the Admin Settings Panel
At present , the Admin settings panel used by model builders to create and build new lists for their modules and driving functions do not have the specific list grouping feature. Under Lists and Roll-Ups , we only have General Lists acting as the parent for all lists within the model. To create a better understanding of…
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Option to Right-Click action button ---> take me to that action in the Actions List
As a model builder, I would like to be able to get from a dashboard button directly to the action in the Actions list. It would be really helpful to have a right-click "Open in Action List" option somewhat equivalent to a module's "open source" module option but for actions. This would be a far better than the current…
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Right-click to Add / Delete line items in a module
Excel's handling of adding / removing rows is very natural feeling. Sure you can go into the ribbon bar and find the button, but that's much slower and breaks one's workflow more easily than simply right-clicking on a row and selecting "Insert" or "Delete" In Anaplan, adding / removing a line item item are ONLY available…
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Advanced Search: Allow use of Boolean Operators etc. in model search
I use the search functionality in Anaplan a lot because otherwise it's difficult to find things. It would be helpful to use operators (like in a google search) to find things. Here's an example: Pretend I have a dashboard named "David's XYZ Extravagant Dashboard - Cost Sheet" When searching, if I miss a single character…
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Option to allow the system to automatically set the datatype for a line item
It would be really helpful to me when building complex formulas if I could build it up in pieces without creating lots of line items to do so. Ideally I could build it in pieces without getting plagued with "wrong data type" errors. I'd like the option to let the system adjust the datatype for me instead of just rejecting…
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Allow order of CUMULATE function to be defined by the user
The CUMULATE function when used against a list, currently accumulates in the original list order even when the list has been reordered. Anapedia states this is how the function is meant to work, but I would like it to take into account if the list has been reordered, and cumulate in the new order. Description of the…