Versions as list format

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

The content in this article has not been evaluated for all Anaplan implementations and may not be recommended for your specific situation.
Please consult your internal administrators prior to applying any of the ideas or steps in this article.
5 Comments
Respected Contributor
 
Status changed to: Considered for Future Roadmap
Occasional Contributor

Using the versions as a format will greatly simplify comparative reporting and open up new possibilities for modeling. The vast majority of system users would like to be able to analyze their versions (plan/fact, forecast/budget, comparison of different versions of the forecast/budget among themselves).


To do this, they would be comfortable to choose the outgoing version and the version for comparison on dashboards. Unfortunately, in order to implement this functionality now you have to shift the data to a separate dimension (or lose flexibility). This not only takes up the cloud space, but also makes it very difficult to support the model. Emergence of new versions requires active intervention of Model Builder to support additional dimension. Many projects want to use an additional dimension right away, but this limits the detail of formulas by version and complicates the use of the switchover.


This change will not only simplify model development/maintenance, but will also significantly improve the way Anaplan is perceived as a financial modeling and reporting analysis system (version and variance comparison).

 

Please note this request (and the number of kudo for it) and add it to the roadmap. A large number of Model Builders will be grateful to you!

Expert

100% agree

For me this is one of the last really big areas that if sorted, would massively simplify modelling

Occasional Contributor

Definitely a big improvement if Versions were to be a list, having the ability to have a Production Data tag could greatly reduce the dev/test data volumes.

Contributor

You can just about do everything you need to with versions as a list, what is missing is the ability to apply a 'Version Formula' on lists. If the scope of the formulae on line items could be set by list items then that would be a great change too.