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Calculation on top level selection in line item subsets and list item subsets
Hi Anaplan Community, Currently it is not possible to use a summary top level of a list subset or line item subset in a calculation without using a workaround using a boolean and using the complete list or line item list. If anaplan had the capability to allow modellers to use the top level in a line item subset or list…
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Bulk Copy in Versions through Actions
Hi Team, We get request from customers where they have multiple versions of Budget like maintaining it quarterly. Like Budget should be open like * Budget V1 : Jan Onwards * Budget V2: April Onwards * Budget V3: July Onwards * Budget V4: Oct Onwards However, When we switch between the versions we should be able to copy the…
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Add 'spacer' cards to new UX.
Adding spacer cards would be a great way to easily change the look and feel of the new UX. A workaround exists by using blank text cards with no background, however I think spacer cards could add more functionality as: * You could precisely dial in the size of the spacer. * Spacers could come with default vector images to…
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Rollback caused by "Is Summary"
Description of the enhancement: When a user incorrectly selects "is summary" for any line item with non simple formulas they hit a rollback. A rollback consists of a model closing, opening, reapplying a changelog, and saving. Can we look into a solution to capture that the formula isn't a summary line item before it causes…
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Ability to import from subsidiary view with one dimension or from module without dimensions
Description: Being an Anaplan Builder, I would like to be able to perform imports from subsidiary view with one dimension and from modules without dimensions. Example of Enhancement: Working with different models, it is sometimes required to perform and import from line item without dimensions or with only one, but being…
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Attribute Module for Inbuilt Users List
Suppose I have a module with Inbuilt Users list as a dimension (No other list should be used as a dimension in that module). Now if I can create a line item which will pull the attributes from Users Command of Anaplan into this module. Just click and refer. For example If I want to see what is the model role of the User I…
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Tooltips on hover when text is cut off
Description of the enhancement: Request to have tool tips in Anaplan so that when you hover over text that may be cut off in a cell, you can see all the text in the tool tip. I envisage a box that would open over the cell showing the complete text. How it would help their business process: It would mean we don’t need to…
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Add default 'Security Admin' and 'Data Admin' roles to support formal segregation of duties
Many enterprise customers have security policies require different administrative roles to support segregation of duties. Today, when we encounter these, we need to build them from scratch and manage them at the model level. I propose that in addition to 'Workspace Administrator'', we also have 'Security Admin' and 'Data…
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Excel Add-In model view
Currently when creating a new connection from Excel Add-In, The wizard picks up all modules that are available to Read, Read/Write for the end user. We want to limit the modules that are shown in this dialog without having to remove the 'Read' permissions. can we either add something like 'invisible in Excel' in the 'Roles…
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Support aggregation over time dimension
Description of the enhancement: Currently if the Source has a time dimension then the result must also when using SUM. Users would like to be able to aggregate over time dimension. How this would help our business processes: It would remove the need to do the following workaround. If you have: Result = A.a[Sum A.b] Result…
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Ignore Timescale as a dimension if Time formatted mapping line item is used for aggregation
I ran into the issue when I needed to pull the data from the module with a timescale as a one of dimensions to another module that also contains timescale as dimension. I used time formatted line item in the source module for aggregation but it's been ignored in the Result module and error message box has been appeared.…
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Option to open saved views in a new tab
Description of the enhancement: End users should have the option to be able to open a modules' saved views in separate tabs. Currently Saved Views open in the same tab that the module was opened in. This will allow multiple operations such as adding, deleting or editing views.
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DCA, Filtering and Export Referencing
Few things make me happier than tidying up a model. It's good to delete out redundant content to remove clutter and reduce model size. The first place to look when doing this is list, module and line item 'references'. If it's used by another module or on a dashboard then you know it's in use. However, there are scenarios…
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Summary Method per List
In DISCO we create CAL modules that are purely for caulations and turn Summary Method to NONE. There are though many times where to be most efficient you may want to only have the Summary method apply to one list. e.g. you want it to SUM on product only because you can then use it in an Output module which doesn't need the…
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Search Functionality in 'Manage Models' Window
With mature Anaplan workspaces, there are typically dozens of models that would have been created during Foundations, development or for sandbox uses. As the list of models grows, it becomes hard to scroll through the list to find a specific model. This difficulty is especially evident in partners' workspaces, where there…
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New UX : Define homepages for apps
It would be great for user experience if we were able to define specific homepages for apps (kind of actual "Landing Dashboard" concept).
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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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Page Anchors for Dashboards and New UX
My understanding is that there is no limit to how 'long' a dashboard / page can be, provided there is content to fill it. Page anchors and subsequently actions to navigate to them, similar to 'open dashboard', would be great (Including 'open' and 'navigate' behavior so that content is refreshed just like 'open dashboard').…
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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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Function that returns a User's Model Role
It would be really helpful to be able to query a user's model role, and with that information be able to do things like: * Allow / Limit access to information based on a user's role * Use in dynamic cell access formulas * Allow a module on certain dashboards to be read-only (for larger audiences), while the same module on…
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[ALM] Data refresh development model with data of the production model
In most of our models we are using ALM. With this we promote structural changes from development into test/production model. Sometimes our dev/test model has messed-up data, which causing we can't do proper testing. To avoid this we sometimes delete the dev/test model (after all changes has been synchronized to…
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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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Dashboard Text Box Default Alignment, Pixel Settings
I'm sure this has been touched upon, but couldn't find a post that addressed this directly. Anyway, would love it if the dashboard text boxes aligned automatically. It's annoying how difficult it is to do this manually. Another option is that it would be great if you could click on a text box, and select exactly how many…
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Display the Latest Revision Tag for a Model in the Manage Models Dialogue
When you have multiple versions of a development model it is not easy to see whether the model is up to date without either opening it or trying to run a Compare and Synchronise. It would be helpful to display the last revision tag of any deployed model on the Models dialogue so as to avoid this.
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Outlook connector for Anaplan to sync schedules for meeting invites and activities from workflow
Hi Anaplan, I believe a great development for the platform would be to have a native connector that links to Outlook or other schedule planning applications. This would allow users to sync their meeting and calendar invites and also sync workflow messages and requests directly with Outlook. This would mean in the most used…
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Subset - have a notification when deleting subset items
Actually, subset are extremely structurant in a model and need more security. In order to prevent to delete data by unfortunately unchecked item within a subset, We would like to have more notification by windows displaying (or other feature) first to remind the consequence of such action and also have the related modules…
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Ability to add .txt file to a Revision Tag
I think it would be beneficial to have the ability to upload attachments to a revision tag as supporting information for a development change. It would not need to be any more complicated than uploading a .txt file against each revision tag. Currently, we have the ability to add a title and description for each revision…
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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…