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Allow for line item subset to be more than just number formatted
Description of the enhancement required: Line Item Subsets are often used to build filter modules, as an alternative to using the Show/Hide functionality. Using a Boolean against a Line Item Subset on a filter module makes it very easy to select which columns should be shown or hidden on a dashboard. An example of the…
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Bulk Copy by Month
In the model, Version section, a user would have the ability to run a bulk data copy between time periods/months across and between versions. The new functionality would include: * Bulk copy - ability to select the specific month(s) to copy from one version to another. * Bulk copy - ability to select the month(s) to copy…
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Pivoting with more than 3 rows
Description of the enhancement required: Need to be able to pivot more than 3 rows How would it help their business process: Reporting many cases of views needed with multiple dimensions with more than 3 lists in rows. Most recent case 1) A module with many dimensions 2) Need to be imported to a flat list 3) Filtering…
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Automated backup of models
Enhancement request: ability for customer to automatically schedule model backups. Very common issue where data is lost either from changing Prod List to Non-Prod or vice versa or developer A changes formulas that effect Prod, etc. A one time setup preserves data and reduces reliance on humans to backup. The lower the…
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Optimizer: process incl. optimizer action with import on timeout should continue in case of timeout
For optimizer actions, there is the possibility in the action setup to enable "Import on timeout" to fetch back the results from Gurobi processing when the specified timeout is reached but the desired MIPGap is not achieved yet. If the optimizer action is embedded within a process, the process is shown as failed when this…
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Ability for customers to set time frame for when sessions will time out
A detailed description of the enhancement that is being requested: The Anaplan timeout is currently set at 30 min for ALL users of Anaplan. This setting should be set at the CUSTOMER level so that the customer can control what is an appropriate timeout for their organization. Some may want 10 min timeouts for stricter…
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Ability to change the theme / colour of backgrounds in New UX Dashboards and Cards
Hi Anaplan, It would great if the New UX had the ability to customise themes and colours for New UX dashboard backgrounds. This could extend to different colour backgrounds for cards. This would allow for greater user customisation to company themes and colours. Thanks, Usman
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Allow more intuitive date input via keyboard
Description: As an end user, I want to be able to type in dates into date-formatted fields using a flexible and intuitive format, so that it is quicker and easier for me to enter required data into a model and allowing me to focus on the outputs, rather than having to spend additional time thinking through the format of my…
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Changing of Text Color based on Accounting Rules, Conditional Formatting, or Combination
Description: As the title suggests, allow for accounting rules as a boolean check box for numbers, so that they are auto-formatted to meet specific guidelines (or a profile that a user creates) such as the text is red when negative with paratheses and black when positive without paratheses. Alternatively, allowing for full…
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Ability to select versions as a list formatted line item for use in lookup statements
Versions are useful as they allow switchover functionality enabling a user to both enter a forecast on a line and see actuals in the same line item. However, comparing versions to eachother (any version to any other version dynamically) requires a "Versions List" and logic to engage that list with the Version you want to…
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Ability to display negative numbers as positives
Detail description of the enhancement that is being requested: We have numerous requests to have costs displayed as positive numbers but aggregate as negative. The current workarounds are very difficult To provide more clarification, could you please explain how you hope the enhancement would assist in your business…
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Host Images Directly In Anaplan and Display on Dashboards Like Data and Files
Hi Anaplan! It would be great if Anaplan could store images directly and host them on the platform to dashboards. This would allow for easier hosting and one secure location. Also if there was a process assigned to uploading images this could help use cases for uploading multiple images at once in a bulk upload. Thanks,…
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Option to customise or remove automated email to new users added to a workspace
When I add a user to a workspace, an email is automatically generated. 1/ The current content is not suitable - we need the ability to customise it so people do not contact the person who added them for instance as it may be different from the actual point of contact, and we would like to direct people to content or…
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Ability to Collapse Categories in NEW UX Index
A nice to have on the Index of pages in the NEW UX Apps would be the ability to collapse the categories of pages. It would make the index section look a lot neater.
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Importing data directly from another Anaplan module
When a user is attempting to import data directly from another Anaplan module, they need to be able to use an identifier (code or link vs. the display name of the field) to ‘connect’ the records. For example: When a user exports from a ‘source’ Anaplan module, the user has the ability to export the ‘code’ or ‘list link…
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September 2022 releases and October sneak peek - View Modules Used In Pages
The release this month is helpful but I think it missed expectations. What would be more helpful is to be able to see what UX pages a module is published on in the exact same way the "Used in Dashboards" column is in the Modules. The update would more or less be "View Pages Used in Modules". I used the column in the…
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Be able to select a default summary type for a model
In the spirit of trying to keep our models size-efficient, we encourage model builders to set the summary type to "none" whenever possible in calculation modules (trying to follow the DISCO method here!). Unfortunately, when a new line item is created, the summary type always defaults to "sum" and it's very easy for model…
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Enhancement Request for the ability to assign list items to a subset using a formula
I would like the ability to populate a subset based on a line item attribute in another import module that contains the full list.
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Statistical Functions Package: Normal Distribution
Concept: Include basic Statistical Functions in Anaplan Description: I miss some basic statistical functions among the available functions. These formulas are extremely useful when it comes to calculate chances or risks, which is a common and useful bit within the forecast calculations. A good example is the lack of a…
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Allow the end-user to set their own language preference for a model within their settings.
Description of the enhancement required: Allow for Workspace Admins to configure the Platform in English but support alias tables that allow end-users to switch between different languages (i.e. English to French, etc.) An example of the enhancement: Allow the end-user to set their own language preference within their…
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New UX: Update FIELD card to allow conditional formatting
Hi, Not sure if this idea has been posted before! I would love to have the ability to apply conditional formatting to field based cards in the new UX. It would be a good way for a user to visualise if they haven't entered a required attribute for a list item! At the moment, the alternative is to use a grid card with the…
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enable/disable Action Button based on condition
Controling action button using on preset validation. As a modeller, I want to have control over the dashboard button to enable/disable based on the specific conditions. So that I can control valid seletions in filters.
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Applying filtering on Tabular Single Column Exports
Being an Anaplan builder/user, I would like to be able use set on the view filters for export option "Tabular Single Column". Currently, if you prepare a view with set filters, if you run "Tabular Single Column" export, Anaplan will ignore filters and include all items from all dimensions in the extract. It has two major…
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Anaplan user list export from Tenant admin page with Access Type and License Type information
Description of the enhancement requiredUnable to extract access/license information for Anaplan users ( Customer would like to be able to export a list of users for their organization with information as seen in the attached example report. Would like to be able to do this from Tenant Admin page ). Refer to screenshots for…
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Custom page separation for dashboard PDF exports
Description of the enhancement required: Allow for page separation when exporting dashboards to pdf so that two published items may be printed on separate pages, back-to-back. An example of the enhancement: When selecting options for a PDF export on a dashboard, users would have the option to choose where the page…
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Subset for Versions
Adding subset to Time Ranges is of great help. On the same line, there should be an option to create subsets for versions. In our use case, we have 5 versions (Plan, Actuals, Custom 1, Custom 2, Custom3). We want to use different sets of versions for different modules based on the requirement. Current functionality gives…
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Version subsets and selection as a format
It would be great if you could select Versions as a format of a line item. This would make it much easier to pull data from a specific version into a module without versions, for example using a lookup within a line item. It would also be great if we could create subsets of versions in models where there are many versions,
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Page Selector on the top of the grid in New UX
Is it possible to add page selectors on the top of the module/grid in new UX (same as in classic DB)? As of now, page selectors are available on the top right of the page OR at the bottom of the module/grid. Inconvenience with page selectors on the top is publishing several grids with different dimensions and all page…
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'Used in Dashboards' and 'Used in Action/Import' for SAVED VIEWS
When performing model clean-up's OR revising actions / New UX dashboards, it would REALLY helpful to have a view within the model settings area to review the full list of SAVED views along with the following key information; * 'Used in Dashboards' * 'Used in Actions/Processes' * 'Used in New UX Dashboards'
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Versions as list format
Make Versions available as a list-format. Benefits: Allows the end-user to select the version they want to look at from a drop-down making for better variance reporting. Allows you to map from a normal hierarchy into a version dimension *Excel add-in needs to support & support with filters