Add Versions as a native option for a line item/property format.

Add Versions as a native option for a line item/property format.

Description of the enhancement required:

Version as a format

 

An example of the enhancement:

When uploading a planning file (budget, Q1 forecast, Q2 forecast) from excel, a number of identifiers for my transactions are uploaded as text and later on in the transactions module turned into line items based on a list so I can easily create a SUM formula. However, I was not able to indicate version as a format, while this is part of the identifier of my transaction (as it could be budget, Q1 forecast, Q2 forecast).

 

How would it help the business process:

I want to be able to identify line items as version format, as this would enable me to set up a transactions module without having to take the versions in the module as a list and hence would reduce sparsity tremendously.

4 Comments
Community Manager
 
Status changed to: Considered for Future Roadmap
Occasional Contributor

Would be very helpful, if the that formatted line item could be used as a dimensional reference for Lookup formulas.

Contributor

Would be most useful if versions could be used like standard lists in modules (format in line items, lookup, use versions properties in formulas...).

Currently quite a significant rework needs to be done to workaround versions dimension limits.

Certified Master Anaplanner

It should also solve the problem with referencing across versions without using the hardcoded SELECT formula. This would save a lot of model builder or model administrator frustration. Is there an update from Anaplan side? I see it's since more than two years on the future roadmap...

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