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Creation of a Dedicated Administrator Role in Anaplan (separation from WA admin)
Hi! I would like to propose the creation of a new Administrator role within Anaplan. Currently, the only way to manage users within a model (outside of the Administration tab) is by assigning the Workspace Administrator (WA) role. However, the WA role requires a Model Builder license, which is significantly more expensive…
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Give us the ability make Line Item names dynamic similar to display names for numbered lists
I would like to request the ability to use formula-driven display names for Line Items, similar to how display names work for numbered lists. This feature would allow the display names to automatically update based on the model’s current period settings. For example, if I have a line item named "FY25 Budget," it would…
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Comments within formula
There should be a syntax to add comments within the formula. All programming languages provide this feature, for example: /* comment */ is used in Java, plsql. This will help to temporary remove any part of the formula for testing or add meaningful comments for reference.
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Anaplan XL Reporting : with FCR
Hello, At present, the parent (subtotal) is always displayed above its detailed elements when drilling. This behavior cannot be modified through grid options, drill settings, or workbook configurations, and there are no hidden parameters or prerequisites to enable a layout where the subtotal appears after the details. The…
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Running IRR (IRR Calculation by Period)
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: The IRR function in Anaplan is calculating the final IRR based on the entire cashflow over the timescale. We need it to calculate it…
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Easier Way to View References in Anaplan
Hi everyone, I’ve been working as a Solution Architect for a few years, and one recurring challenge in Anaplan is understanding what a line item is referenced by. While the “Referenced By” column is useful, I often end up copying it into a Word doc and t just to make it readable and easier to follow. Then begins the…
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Source Model Bulk Changes for New-UX Apps
It would be very useful to have an option to change the model at the App level. Currently, we need to switch models individually for each page, even when they all belong to the same model. Instead, there should be a way to change the model once, and have that update applied across all applicable pages within the App
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functionality to rearrange apps
Introducing app rearrangement functionality in Anaplan would greatly enhance usability and organization
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Cloudworks Error Message Handling
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: I was working on a CloudWorks integration from Anaplan to BigQuery. The goal was to load data from Anaplan into existing BigQuery…
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Combined Export Action similar to Combined Grid
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: Similar to Combined Grids where we can combine attributes and values together, if we can have a functionality to create an export…
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Allow Page Selectors to reference 'Current Context' when filtering against other dimensions
In as much detail as possible, describe the problem or experience related to your idea. When designing an App page, there is a need to have page selectors be filterable based on the current context in other page selectors. This is especially true with the adoption of Polaris, where natural dimensionality is more prevalent.…
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Anaplan XL: Grid - Edit Axis exclude members should except levels or somemember.children
Hello, it is not possible to select a "level" (only single members) in AnaplanXL/Axis/Edit/Exclude. This is important when you have 2 or more dimensions on an axis and want to exclude a combination of one member of one dimension with a level of antoher dimension. Therefore, I would have to use manual MDX as a workaround,…
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Summary behavior W.r.t Selective Access
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: in the current state, when Selective Access is enabled on hierarchical lists, users are restricted to viewing only the list members…
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Selective Access Administration - from UX
Currently, we are administering selective access for lists through the model users pane. This process is not very convenient, and it would be extremely helpful for model builders if this functionality could be made available directly on UX Pages by default. At present, we can manage role-based access for pages, but there…
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FCR - Ability to export client.staging table data for analysis
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: During data loads, specifically integrations (APIs, ADO, 3rd party) to have the ability to export or view the data that was loaded…
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Custom Sort Logic
I have a client who wants to apply a custom sort logic, i.e. the same module to have two layers of logic embedded such that they have a logic to sort at the parent group level [Level 1 sort] (qualitative data point), and once the group is sorted (say, alphabetically), then within each group there is a quantitative data…
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Request to Display Comma-Separated Amounts on the Chart Axis
[Current Issue] The chart below shows the result when Chart → Axis → Label Format = Manual is applied to the vertical axis (see Note 1). In this case, the amounts on the chart’s vertical axis are not displayed with comma separators, which makes them difficult for clients to read and confirm. Amounts displayed on the chart…
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Bubble Chart: Please always display all label names even when bubbles overlap
[Current Issue] Currently, when bubbles overlap in a bubble chart, the label name of one of the overlapping bubbles is not displayed. For example, as shown below, the blue bubble and the light blue bubble overlap. The label name for the blue bubble is Name A, and the label name for the light blue bubble is Name B. At…
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Block Line item deletion if it is used in saved views.
I should not be able to delete any line item that is part of a saved view or used in an action within connected models. With the growing number of interconnected models and imports, any deletion, movement, or renaming of line items can break imports and disrupt connections between models. This safeguard is essential as a…
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Automate start of Workflow with Cloudworks
Currently Workflow has to be started manually. Would like to schedule a Cloudworks task that would initiate a workflow
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Show all data labels in graph
In the NUX, line chart will not show data labels that are within 0.5% of each other or bar graphs that are within 3% of each other. This is a big issue for reporting purposes in the apps as it's hard to compare various KPIs and metrics to each other in the same period. This primary affects business/end users. We need a…
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Source-side lineage view
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: I was trying to identify which models consume our Data Hub as a source in a model-to-model setup. Anaplan supports using one model as…
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Update Subsets dynamically - Formula driven Boolean
It would be nice to have the subsets updated dynamically using a formula driven boolean linking to the subsets as a formula, just like how we have the option to link Display Name to a formula in a module. This would certainly eliminate much needed efforts of running the action every time when we have to update the subset.…
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Enable Moving or Copying MyPages Between Models
Description: Currently, MyPages are tied to a specific model, and there is no native functionality to move or copy them to another model. This limitation creates friction for users who: Build personal pages in a development or sandbox model and want to migrate them to production. Need to replicate similar MyPages across…
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Import into new User subsets
Super excited about User Subsets. However, we will need the ability to import into the user subset to make it useful. Another potential workaround would be the ability to use roles to auto populate the subset.
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Enable Excel-like Date Filtering in Anaplan
1. Idea description Enable Excel-like filtering for Date fields in Anaplan.Currently, Date filters only support conditions (e.g. equal, between), requiring manual input.It would be helpful to have a value-based filter where users can select specific dates from a list using checkboxes. 2．Example of enhancement In Excel,…
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Configure the four-digit year at the line-item level
Hi, Four digit year setting should be enabled at more granular level. Option to choose the four-digit year at the line-item or format level, rather than at the global Time settings, in order to avoid changing the entire app.
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FCR: run calculations over multiple months
Today we can select within our Date dimension Total Year or Quarter. We would expect that the system with apply the calculation on the related months underneath. But this seems not to be the case. Only when we specify a single month the calculation will be applied. During year-end close we have to adjust certain movements…
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FCR:Questions about Workflow Process Log Specifications (Retention / Display Limits)
I would like to ask about the specifications for the Workflow Process Log. Background We have confirmed that the Process Log, which can be viewed via Explorer > Workflow > Process Log, is no longer visible after a certain period (approximately 3 months). However, we have received feedback from users that this retention…
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ADO writeback functionality to Google BigQuery
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: I currently have a CloudWorks integration that exports data from my model to a Google BigQuery table daily. Due to an issue in…