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Quick Summarise Data
One question I always ask myself when exporting data from Anaplan into Excel for further analysis is why am I feeling the need to do this and what improvements could Anaplan make to negate the need in some instances to export data to excel. I believe adding some fairly simple functionality to quickly summarise data by a…
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Allow the Modules List to be searched with fuzzy logic, the saem as the Model Search function
The new fuzzy search method available in Model Search is excellent! I use it to rapidly jump to another module. But we still must use the modules tab to copy modules. I now find myself trying to use fuzzy logic when using search in the modules tab. Could we please get this implemented here?
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Designate a dummy module as a Group, show alternate formatting for clearer model building experience
Similar to how you can set a line item to different formats to help readability and organization, I would like to have similar functionality in the module view window. Organizing the module view in a similar way would be really helpful as module count grows in large models. Currently the "best practice" is to create a…
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TEXTLIST summary for line items with format set to Text
As Model Builder, I want to have additional choice - TEXTLIST - when selecting summary for line items formatted as Text. When TEXTLIST is selected, summary should join/concatenate lower level data. Preferably, joining should be done using separator defined by user (as different appilcations may need comma, colon, dot,…
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Display a list of existing saved views when using "Save As"
When a model builder selects "Save As" in a module, it would be really helpful to see a list (dropdown?) of saved views already available for that module. This would help * When a model builder is trying to overwrite an existing saved view; they wouldn't have to type out the exact view name character-for-character, instead…
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Prior Year YTD total option for Time Ranges
Hi, We have a large reporting requirement for reporting versus prior year for reporting month and Year to date. The month is easily achievable but if we want to create views that compare Prior year to date versus current year to date its a lot more fiddly. Alot of our monthly reporting is done through the Excel Add in and…
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Module with only Non-Actual Versions.
Suggesting the ability to have a module that only applies to Forecast/Budget versions as its used predominately in Forecast assumptions. Saves space and enables users to add in Forecast assumptions without having an unnecessary Actual dimension.
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Ability to designate modules by their specific role in DISCO
DISCO is helpful for model builders to use as they build from scratch, or even getting up to speed in an existing project. I think Anaplan should have a way to designate which part of the DISCO framework each module is being used for. (similar to "Functional Area") While there is the "Functional Area" column that could be…
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Set Anaplan Import Source via URL
Currently, when creating an Anaplan to Anaplan data import, the process of setting the source is somewhat tedious - it requires specifying the workspace, then the model, then the source type, then finally the actual source. However, with the recently released feature that an Anaplan Model URL specifies an active…
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Expand column width in Actions-Imports (and Import Data sources) or make it adjustable
The idea is very simple. The columns' width in Actions tabs are very narrow this always requires to Copy and paste to excel every time i want to check something in it. Would be great if we could adjust or simply have the default width much wider. @GeorgeDuckettMaybe your wonderful tool could have it in future release?
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Allow a Process Action to have other Process Actions within it
I have a 26 step process in my Model (Process A). I have created a new, 31 step, process (Process B) . I have just realized that I would like the user to always run Process A after they run Process B. Currently this now means editing Process B and individually adding all 26 steps that are in Process A. Request: Allow the…
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Reverse Profile function
It would be good for the PROFILE function to have the option to work going backwards as well as forward in time,
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Default number format for line item
As model builder I have to change format settings for each number-formatted line item individually when it's created. Would be nice if somewhere in the system I could setup default number format to be applied automatically when new line item is created. In example below you can see that once created a line item has the…
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Properties and Subsets Enabled For User List
Quite literally what the title says. I am able to point and click on the different features just like a regular list, or I can apply the User List for specific roles to reduce sparsity. There are advanced methods of data entry, where validation is done up front, preventing bad data from entering the data set, that could…
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Collapse Saved Views in Contents Panel
Add the ability to collapse saved views in the contents panel similar to how you are able to collapse functional areas. If every module has a few saved views the contents panel becomes hard to navigate.
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REQUEST: setting to always show the Formula Edit bar when in blueprint
Allow the MB to turn the Formula Preview Mode ON for all Blueprint views. This would be a persistent toggle. So anytime you switch to BV you would see this at the bottom.
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MX SUGGESTION: Give the MB a ‘x’ option during this import to List step.
It can be finicky clearing any fields you don’t want filled. Would be nice if there was an ‘x’, perhaps to the far left of the field selector?
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SUGGESTION: Improvements to Delete from list using selection
When defining Delete from list using selection… can we consider adding:* The ability to use Tab to move from the Action Name field to the Delete Items from: field * Same request for moving to Selected using: * Allow the MB to type any portion of the Line Item in the Selected using: field instead of a need to type…
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MX REQUEST: better handling when opening a Module from the Line Items view
Allow the Open button in the Line Items view of Modules to open the module that holds the currently selected Line Item. Right now the MB must scroll up to find the title for the module and then click Open . As some modules have many line items this can be frustrating. Example: In order to open the Module that holds this…
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REQUEST: allow this search result field to show more text in the results
Maybe just move the ‘Object Type’ column to the far right? Or put it before the ‘Name’ column as we know the max width the ‘Object Type’ column could show. The names of the modules are getting cut off. I know we can't have an infinite amount. But there's some white space that we could use.
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SUGGESTION: Ability close all tabs to the left/right of the selected tab
Allow the Model Builder to close all tabs to the left/right of the selected tab via right click menu. It would be part of the existing ‘Close’ options.
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MX SUGGESTION: better tab position control
Allow the Model Builder to move a tab to the front/end of the list of open tabs via right click menu. It would be options beyond the ‘Close’ options.
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REQUEST: Ability to add/remove dimensions from the ‘Pivot’ modal while in Model view.
Give the MB the ability to add/remove dimensions from the ‘Pivot’ modal while in Model view. It seems like such an organic place to be able to do it. Similar to initial Model setup. Could also help to avoid the awkward command click method for multi-selection in the Blueprint ‘applies to’ method.
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REQUEST: allow the model builder to change the name of an Import action before hitting Import.
Save them from needing to find that import in the Actions list and change the name there.
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MX REQUEST: support colored blocks in Formula Editor
Allow the builder to select if the colored text in a formula is colored text or a colored block. the colored blocks would be AWESOME! Mockup: The purple would be the same as the font color was. just an inversion. like highlighting.
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MX REQUEST: allow the user to archive portions of a MODEL!
Often I find myself taking a standard demo model and building completely new structures for a specific customer/demo. I start from a standard demo model so I can reuse structures and concepts from it. Then, when I am done, I want to keep only the new stuff and any basic structures/data that I ended up using.It would be…
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MX REQUEST: Model Search work with ‘Applies To’ section of a module.
Allow the Model Search feature to give results where the search term shows up in the ‘Applies To’ section of a module. I could see that this level of result could get thick. Maybe it is a flag the user can check to say they want this in the results?
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MX Request: support this modeling sequence
* Edit the formula of a Line Item that is formatted as a Number * Enter a formula, the output of which will be Text * Submit the formula * Be presented with a modal that informs me that this formula, as entered, will not work in this Line Item * The modal gives me two options: Cancel so I can modify the formula to result…
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MX Suggestion: add some formatting to the drill-in view.
This formatting would signal to the user what lines were actually used to derive the result. Here is a mockup: I highlighted in green the portion that was actually needed to get the result. The idea would be to make these first two lines bold or something.
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New Model Experience: Open Model from Manage Models
Not the highest priority item in the world but it would be good that when opening models from the manage models box that it opens up into the New Model Experience as that's what i've selected as my option on the homepage. Hopefully this will be being fixed as part of the migration to New Model Experience being the default.