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Search Option while Selecting Lists for Module Dimension
There should be an option to search lists while applying to modules. In our use case, we have too many lists/subsets to scroll and select the appropriate one. Changing a dimension is even nightmare when multiple lists are applied to the module. Ideally, It is should be similar to how we add actions to a process ( Click and…
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Deactivate Formula Scope if Versions = Not Applicable
Hi, In a module blueprint, there is a field called 'Formula Scope'. For modules where Versions = Not Applicable, using 'Formula Scope = Actual Version' or 'Formula Scope = Current Version' will nullify the calculation of any formula in a line item. This is potentially dangerous, because: 1. If there is a formula + Formula…
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Ability to have the Module copy across/down menu capability as a right click action
When users are working with the module derived data in a dashboard it would be very useful to have the copy across/down (and possibly insert/delete) available as a right click action on the grid. At present you have to click on the circular down button (in the top left-hand corner) and expose that functionality through the…
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List Inheritance
Where lists are in a hierarchy, it would be really helpful if Anaplan natively understood the concept of inheritance. Here's an example. Consider two lists in a hierarchy: * L1 Countries * L2 Cities L1 Countries is the parent to L2 Cities. Within an attributes module, each L1 Countries list item is assigned a currency.…
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Reduce row label right border
Please can the right border/margin be reduced in row labels. The current border cuts off text too far from the cell border, below is an example. Whilst minor, this would just be a very quick fix to implement and would (slightly) improve visuals. Here you can see that the words revenue are being cut off too early, even…
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Improve List Item Deletion
Improve the list item deletion within Anaplan so that if a model builder selects 'Delete All' from the delete dialogue when there are vast numbers of list items the model builder is prevented. Doing so would prevent model and workspace lock ups. To explain this further: Consider a list with 1,000,000 items. If you attempt…
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Add Sort Selected On Reorder Dialogue
Can a 'Sort Selected' group be added on the reorder dialogue, similar to the 'Sort All' group shown below. This would help with organisation in models, most notably where you want to order numbered modules, but only in a specific area of your module list. The group would have a similar function, but as indicated would only…
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Timeline Chart Date Range based on Line Items
When you create a Timeline Chart you can set the time range (Axis Start and End Dates) for the display however this can only be entered manually and is not linked to any underlying data. I would like to be able to link this Axis Date Range to date formatted line items in a module in the same way that the bars start and end…
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IsLastOccurrence
We have Native IsFirstOccurrence functionality which helps us in a number of ways while modelling. I think having IsLastOccurrence will also be equally helpful in Anaplan.
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Insert Line items – Format settings
The reason behind the ask is because Anaplan is not letting the model builder even to add dummy line items (Divider with None as a format) if the model exceeds the size as it takes the 'number' as default. I hope to resolve this concern, probably Anaplan can let the developer choose the format of the line item before…
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Enter Saved View on Saved View Creation/Save
When creating saved views, it would be great if Anaplan enters the saved view immediately after creation. Currently, anaplan returns to the default view of the module. This can be a bit annoying if you need to make a quick change to the view, such as adding a filter or showing/hiding columns.
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Set default file to everyone
Would be really handy if Anaplan did either one of the following actions for import data sources: * Set the default file type as everyone or; * Permanently saves files regardless of default file type selected. This would really assist in debugging and remapping import files.
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Dashboard Filter Options for Module Saved Views
It would be great if there was a way for us to “lock” the filters that are part of the Saved View being published to a Dashboard. A lot of my Dashboards contain filtered views from which my users like to further filter based on visible columns. There is no differentiation between the Saved View filter and User defined…
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Display Action Notes on the Pop-Up Message, before a Process/Action is Run
In the Actions menu, all processes and actions has a text based "Notes" section. Being very upfront, I honestly didn't even know this section existed until about a few months ago, but I definitely think it can be further leveraged. It would be great if these notes could appear every time, next to your action, before you…
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Ability to copy a List
There are occasions when I need to have a list that is similar in structure or content but serves a different purpose in the application or where I need to have different children but similar parents in the same module. In this case my only options are to export the data, create a new list and add the properties and…
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Prompt for Import Data Source name and Import Action name
Something that would considerably help with building cleaner models would be if users could enter names for import data sources and import actions during the import dialogue. This would prompt model builders to assign a considered name, and substantially help to identify import data sources and import actions after the…
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Allow process to continue after action failure
As we schedule more processes via Hyperconnect where end users are not triggering themselves, we need to allow for processes to continue even upon an action failure. Perhaps allowing users to choose when creating the process whether or not they'd like the process to continue even if an action fails would be great. Just…
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Add option to search for data anywhere within the table of a module, not just the rows dimension
Pretty self-explanatory but I want the ability to search for data or text or part of a formula anywhere within a module, not just the rows column. Identical to what Excel does with ctrl+f.
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Improve time period imports for CSVs
The standard excel format for Month-Year is MMM-YY. I.e. if a user types Jan 20, excel will convert this to a numeric value and display Jan-20. Anaplan does not recognise this as a valid time period when importing. As this is the default excel format, it would be great if Anaplan could recongise this correctly. Rather than…
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Reorder button in Manage Views
As a model builder I would like to have the "Reorder" button in the "Manage Views" section of a module so that I can re-arrange my views quickly and easily. On big models with many views this could be a bit tricky. However, I agree that if builders keep on top of it as views are created and use naming conventions, this…
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Enable more details to be shown at drill down level
Anaplan should enable users to view more details (e.g. other line items) after drilling down, rather than solely viewing the relevant list item and its corresponding value [see attached picture] (as in drilling down a pivot table in Excel to view the transactions) Example of such a use case: GL data has been imported into…
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Numbered lists to add display name by default
I think it would save a lot of time during initial model setup if the following actions happened when a model builder checks Numbered List within the general lists panel. * New property within checked list created called Display Name. * Display Name property format set to text. * (Potential) Set Display Name property…
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Improve Keyboard Navigation
Similar to a post by AnaplanIdeas found here, it would be great if Anaplan had improved keyboard navigation. Specifically, if the following areas were navigable by keyboard: * Model settings pane * Lists panel * Modules panel Importantly, if users should be able enter elements using the enter key, rather than having to…
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Improve FINDITEM() when used with Time
Similar to improving imports with time periods (Idea Link), it would be great if the FINDITEM() formula was tweaked when working with Time, to make the formula return time periods for strings like Jan-20. Reason for asking (lifted from my previous post in the Idea Link): The standard excel format for Month-Year is MMM-YY.…
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Add conditional formatting icon sets
The 'Icon Sets' feature in excel conditional formatting is a tool that I really like. It looks very clean, and can convey a broad amount of information quickly. It would be great if Anaplan could incorporate some of these into the conditional formatting menu, using a similar logic to excel. For those unfamiliar with icon…
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Add shape to New UX cards
It would be great if page builders could change the shape of certain cards within the new UX. For instance, the ability to choose between rounded square, circle, or rectangles for KPI cards This would give page builders more options in: * aligning page themes to corporate branding * displaying visual data in creative ways
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New Style for Line Items
We have had a client request for a line item style with one line above and two lines below a specific line item. This style is very common in financial statements and SEC filings and would be beneficial if it could be reflected in Anaplan. I have also seen requests for the style to be reflected in the dropdown in blueprint…
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Word wrap on rows
It would be great if model builders could enable word wrap on rows as well as columns. It would be even better if Anaplan could dynamically check each row, see which rows required wrapping, and only increase the row heights of rows where wrapping is required.
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Adjust row heights for list or line items
It would be great if model builders could define row heights for list items or line items when pivoted to rows. This could even be controlled within another module. For instance, a model has one list Countries. One module would control the row heights of Countries, contained within a line item Row Height. Another module,…
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Date formatted columns taking more inputs correctly
Issue: When you copy+paste a table into excel, excel's default behavior for "Date" formatted or similarly formatted information changes the data slightly to a "MMM-YY" format from a "MMM YY" format and you are unable to paste back into the model/load as a basic default using upload. Current Solution: 1) Manually re-enter…