Idea Exchange

Description: As a model builder, there are plenty of times where formulas or references to other modules are incorrect either by mistake/typo or due to lack of understanding formula syntax. Based on our model size, we have to allow ample time for Anaplan to return the error summary, even in test models. It would be great to have an alert when typing a formula (based on line item formatting, module structure, etc.) that helps us rewrite or reconsider the final formula before trying to push it through and watching the model 'spin' for a while.   Example of Enhancement: When line item formatting is inconsistent with the end formula/reference, the border of the formula bar will remain red. This should pick up on basic errors such as mismatched lists or typos. Once the red border is eliminated, the model builder is assured this formula will be processed correctly.   Benefit/Impact: The benefit here would be to reduce time waiting for errors to populate and would help guide all model builders in writing formulas correctly. ... View more

As a Page Builder, I want to be able to remove actions from New UX card even after they are deleted from the model. Currently, once action is deleted from the model, toggle switch for that action disappears, and I can no longer remove the action from the card — I have to delete the whole card and add again a new card with every action that was before on the initial card.   It would be better if we can just add each action from the list on the left (as it is now), but to remove the action from the card we can click some trash can icon next to the action (or some button next to the field where we can edit the name of the action). Another benefit of this solution would be that I wouldn't have to search for the action which I want to remove from the card (if it's still available in the source model), like I have to do now.   So this small change would save me time spent when I want to remove some actions from the card. ... View more

As an Anaplan user/model builder, I find the white can be a little too much some times and not too easy on the eyes.   It would be great is there was a night mode or dark theme that swapped the colour palette for something not as bright.   This may also help with accessibility Thanks! ... View more

Is there an ability to allow a user to resize a drop down list in grids?  Currently it looks like it defaults to the size of the column, and when selecting a list item within a hierarchy, often the view of the item is obstructed and you have to scroll to see the item.  We did notice that you can resize the column right before you select the list and this helps, but users often don't notice this and it would be very helpful if you could resize a list drop down after you open it.       ... View more

If the following features could be added to the formula bar in Anaplan it would make model building and maintenance a lot easier! Colour coded statements and keywords (e.g. IF THEN ELSE, line items, constants) Ability to indent and enter new lines. Particularly useful for IF statements Keyword autocompletion Ability to add inline comments into formulae as in virtually all programming languages I'm pretty sure that keyword autocompletion has been created already as an idea, however I have included this for completion. ... View more

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 significantly easier than copy/pasting the module name and removing the apostrophes.     ... View more

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 improve visualisation (e.g. lines or borders). ... View more

  Description: Much like this example, Anaplan formats in odd and weird ways when moving into Excel. Numbers being copied pasted into excel should retain a numbered format instead of scientific notation when pasted into Excel.   Example of Enhancement: Values copied from Anaplan have a format attached to the value in the cell, as either Number or Text (date doesn't translate well between Anaplan and Excel either! MMM-YY doesn't copy back and forth) Benefit / Impact: Instead of having to translate all of your dates fields into Text when copy pasting, manually re-entering dates, having translated values (numbers that move to a text formatted cell type in excel) doesn't cause scientific notation to be kept for larger values. This is evident of a broader issue with regards to translating values between Anaplan and other platforms that should be resolved. ... View more

Similar to the idea posted here, but with this idea could be a possible solution? Add folders to object contents (e.g. module, list, and actions). Allow the creation of sub-folders. It goes without saying, but this would really improve model organisation, especially for larger models. The functionality could be similar to functional area, with expand/collapse options. The key item here is sub-folders. Functional areas are great, but you may have many modules within a single functional area. My current remedy to this is to create more functional areas with a prefix (e.g. Reporting may split into Reporting: P&L and Reporting: BS). However, this is imprecise and doesn't show the relationship between the functional areas. Reporting: P&L and Reporting: BS in this example aren't separate entities, they are both related to Reporting! I would like this seen applied to all objects in Anaplan, however I think modules and lists need this functionality most keenly. ... View more

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.   Example:   Source Module                   Timescale / Line Items FY10 FY11 FY12 FY13 FY14 FY15 FY16 FY17 FY18 Value 1 2 3 4 5 6 7 8 9 Mapping Item FY20     FY23     FY19                                             Result Module                   Timescale / Line Items FY19 FY20 FY21 FY22 FY23 FY24 FY25 FY26 FY27 Expected Value 7 1     4         When I set a formula for Expected Value = Source Module.Value[sum:Mapping Item] Anaplan shows " An error has occurred on the server. The model has been restored to its state prior to the last submission."   In order to avoid that I need to create intermediate line items with excessive dimensions. It consumes space and isn't efficient.    It would be very helpful to add ability to aggregate the data using Time Formatted Line item. ... View more

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 item subset this would make it easier to calculate and aggregate on a selection of all relevant items to the subset list or line item subset.   This would prove very usefully where you have large lists but need to calculate the summary of a top level of the subset.    Hopefully we can incorporate this in the platform.    Thanks,   Usman  ... View more

Would be great to have a tooltip, which is shown when user is hovering over a cell. Ideally the info for the tooltip should be taken from other line item with applicable dimensions (similar to how DCA is set up for line item).   Some use cases, where this feature will help to have good looking report with more info in it: - last year actual is shown for forecast input cells - source warehouse name is shown for each inbound amount when hovering - text comment is shown for some input cells when hovering   Current workaround for this is to write a formula, which will show "tooltip" line item in drill down window.     ... View more

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 having to edit the format for each import file. ... View more

Current behavior: Create a Saved View within a Module, navigate to that Saved View, publish to a dashboard. Then, close the Saved View and add a new Line Item within that same Module.   You will find that the newly created line item is present in the published Module Saved View.   Requested behavior: Module Saved Views would retain only the Line Items that were showing when the Saved View was created. Therefore, within a source Module if a new Line Item is created, all Saved Views would have new Line Items hidden by default.    Reasoning:  This would prevent having to edit any already published Saved Views on dashboards / within Modules if additions would need to be made. This is especially desirable when multiple people are working on an Anaplan modeling project. Overall, would save time for Model Builders. ... View more