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Switchover for End Of Year
Description of the enhancement required: Be able to have switchover throughout the year. This would allow a version to match actuals for line items with time, but have separate information in other line items. An example of the enhancement: Admins could select FY as a switchover time period for a version, and then that…
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No subtotal for Weeks: General time setting
Description of the enhancement required: In the timescale settings add Total of All Periods for Weeks: General timescale How would it help the business process: For example, looking at the travel and tourism industry, which is highly seasonal (e.g. different destinations, hotels, and services are in demand in the summer vs…
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No way to get last month of quarter in one line item
As an example, if the first month of the Fiscal Year is Mar 15, I want "May 15" returned because that's the last month of the quarter. This is my formula (on a line item formatted as Month and no Timescale): FINDITEM(Time, NAME(PERIOD(END(PARENT(TIME.'Apr 15'))))) However, this returns 'Apr 15' due to this in Anapedia:…
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"Edit From" and "Edit To" in "Versions" don't prohibit users from importing values to that time peri
Description of the enhancement: The RFE would be to disallow users from importing into a timescale that they cannot edit. To reproduce: 1. Create a module with "Versions" and "Time" as dimensions. 2. In "Settings"->"Versions", change the "Edit From" to "Feb 16" on the "Actual" version. 3. Back in your module on "Actual"…
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Convert time period to a date
Description of the enhancement required: As an extension or alternative to the DATE function
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Drilldown displays formulas without parenthesis, and cannot be copied back into line item
Description of the RFE: Users are copying and pasting formula from drilldown dialog, which isn't possible because parenthesis are removed. This is an RFE to retain the parenthesis, or at least provide that option. Use case: Drilldown formula is removing parenthesis. This is causing come issues for us working with a large…
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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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Maintain & Return to Model Builder's last Position in Modules / Dashboard / Actions lists
The search feature in these lists is nice, but anytime I have to switch between them I have re-find what I was looking at when I go back. A major, yet simple quality of life improvement for model builders would be when I switch between these lists, hold the scroll position I was on and take me there when I return. For…
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Version formula with valid Circular Reference error does not appear only until a new module with Ver
Description of the enhancement requiredIt would be useful to have a preventive check that would prevent Version formula with valid Circular Reference to be saved during initial setup of the model prior to any new module creations.An example of the enhancement:When creating a new model from scratch, when the model builder…
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If a model saves during a process, the progress bar will read as 'Generating failure dump' which is
When running a process, if the model saves it incorrectly tells the user that it is 'Generating failure dump' instead of 'Saving model'. This is causing confusion for customers as there are no failures after the import has completed.
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When I Create a New Action / Module / Dashboard take me to it in the list
When creating an Open Dashboard action in a very long list of actions, the action gets created and the list gets scrolled all the way back up to the top. Our Actions list is over 1500 items long, we have hundreds of processes, imports, exports and other actions to scroll through making this simple task of adding a new open…
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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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Add CTRL + SHIFT + S Hotkey to search in Module / Dashboard / Actions Lists
Just like searching in a published module on a dashboard, for consistency when model building, I would like to be able to hit the same CTRL+SHIFT+S hotkey when looking through the list of modules / actions / dashboards etc. to quickly search, instead of having to manually click the search button.
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User-defined, collapsible groups in Actions / Dashboards / Modules Lists
As a model builder, I would like to be able to create & name my own groups within Actions / Modules / Dashboards lists, as well as collapse those groups I don't want to view at the moment, to help me decluttter the Anaplan screen & better focus on what I'm trying to accomplish at that moment. Additionally, if I perform a…
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Mousing-over part of a formula should show its current computed value
Normally when writing code I can troubleshoot my code by stepping through it piece by piece to see where things fall apart. In order to accomplish this in Anaplan i tend to have to create separate line items with pieces of my formula to see how they compute. To help a modelbuilder better troubleshoot formulas without…
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User-list filtering
A user-list filter that would show the current user on dashboard views and other outputs, to record who was looking at the user
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Allow Week Format for Timescale Weeks:General
Description of the enhancement required: Improve Timescale Weeks:General An example of the enhancement: Ability to define a week in 3 ways, like in other timescales: W/e, W/c and Week No A story for why they want the enhancement, (how would it help their business process): A number of industries are very seasonal. Think…
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Copy Branch should have the option for list formatted line items that are copied to update to the co
Description of the enhancement required: When using Copy Branch, Anaplan should give the user an option about how it copies blue (editable) cells - particularly for List formatted line items. The user should have the option for list formatted line items that are copied to update to the correct list item automatically. This…
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Improved ALM Error Reporting
Description of the enhancement required: Add more detail to error messages for ALM sync failures An example of the enhancement: When there's a ALM sync failure the current message to the customer is "An internal error has occurred", however most of the time the specific cause of the failure is captured in the logs. You…
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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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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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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…
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More rounding options
Description of the enhancement required: More rounding options An example of the enhancement: ability to easily adjust summaries between whole dollars, thousands, millions.
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Comparison reports formulas show ID rather than names
When comparing two models, if you download the comparison report it shows when a formula has been edited. If this formula references another line item/property/list item/etc, it shows the ID rather than the name of the object To reproduce, Make a model devM, add a module Mod, add line items a, b, c set the formula for a to…
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Manage Summary Type in Dashboard
We would like to be able to manage the Summary type of a line item from within a dashboard. Currently this is managed via the module's blueprint view only.
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Remove time mappings that rely on fiscal year
Description of the enhancement: Remove time mappings that rely on fiscal year from import dialogue when model time setting 'Weeks General' Business case -why this would help the business process: As a user, I expected I could import file with a time format of weeks in numbers (e.g. 201712) while my Anaplan time settings…
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Allow time functions on regular lists
Allow a model-builder to do functions like cumulate, previous, and next on regular lists. Currently this is only possible on the Time dimension. Many use cases for this, e.g. in a tiered compensation or bonus compensation plan.
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Custom groupings - As an admin I want to organise my model objects, such as lists, into groups
Similar to functional areas for modules, but allow admin to easily create custom groupings and assign objects to them, so that their settings objects are organized. This should be included everywhere we currently have 'Re-order', as it will need to be incorporated. For example, set of line items for UI data, calculations,…
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Special characters
Ability to handle special characters in the code field.