Workspace administrators build dashboards to provide users with cues for activity and information to support that activity - you'll know these as 'master dashboards'. Because these dashboards are used by a group of people with the same purpose, they may not fit the needs of every user. Soon, personal dashboards will allow you to provide users with a copy of a master dashboard that captures their specific preferences, which can be anything a user can change (within the restrictions applied by their administrators), and can be saved to a personal dashboard.
As an administrator, you will be able to enable or disable personal dashboards at any time. You can also make changes to the master dashboard in design mode that will be pushed out to all users (although this will remove any users' personal views).
Personal dashboards will be a really efficient way for your users to create a single, personalized view of a dashboard so they can save their filters, pivot preferences, and show or hide selections, and avoid the need for repetitive adjustments every time they open a dashboard.
Note: The availability of personal dashboards is slated to be phased throughout April 2018, so you may not receive access to this enhancement immediately following the April 21, 2018 platform release. To find out if personal dashboards are active for you after the release, go to Model Settings > and look for the Personal Views tab.
We're introducing some useful new functions to help you clean up your data. Use SUBSTITUTE when you want to replace specific text in a text string and TRIM to remove all spaces from text except for single spaces between words. The new financial functions - CUMIPMT, CUMPRINC, IPMT and PPMT - will allow you to manage calculations on loan payments, such as how much you'll pay in interest during the period of the loan.
We're improving the behavior of the Quick Sum feature. Soon, any cells that are not formatted as Number (not dates) are excluded when calculating the average value, which is the same behavior as Excel.
Workspace Administrators will be able to apply data tags to lists, list properties, modules, and line items, in order to group different types of information together. There'll be no limit on the number of data tags you can create and the same data tag can be applied to multiple objects.
There's some exciting new enhancements coming to Business Map in this release. We're adding smart alerts to the map canvas and the Connections view (in the side panel). You'll see a smart alert when Business Map can't retrieve the source object (a list, module, or saved view) for a model-to-model import. This can happen if the source of an incoming model-to-model import is renamed or deleted, breaking the connection between the import source and the import target model. Also, the side panel will open on Connections view by default, and you'll receive notifications if you don't have sufficient administrative access to view import source objects in the selected model.
Business Map is available to Premium and Enterprise edition customers who opt-in to the feature.
We're making a couple of neat usability changes in our Administration tool. Soon, the sole Encryption Admin or Tenant Admin for the tenant are prevented from removing themselves from the role, which helps to avoid the pain of accidentally locking your tenant out. We'll make it easier to assign and remove roles in Access Control - simply select the user, check the boxes for the roles you want to assign, and click Save. Also, if you're assigned the Workspace Admin role, you'll be able to view the workspaces you have admin access to. In Workspaces, you'll be able to view all the users that have the Workspace Admin role for the selected workspace.
We're making some enhancements to BYOK functionality. You'll soon be able to retrieve Bring Your Own Key (BYOK) audit logs in Common Event Format (CEF), as well as JSON format. And, Encryption Admins will be able to delete a symmetric key to remove it from Bring Your Own Key (BYOK) in the Administration tool. This is useful when there is lack of trust for the key, or simply because it's no longer required.
In this upcoming version of DocuSign, OAuth 2 will be used to authenticate against DocuSign, hence you'll be able to use your DocuSign SSO login for this Anaplan Integration. However, OAuth 2 sessions are shorter, which means you will have to authenticate to DocuSign approximately once a day.
Do you have feedback on the upcoming April 21, 2018 Anaplan platform release? Share your thoughts in the April 21, 2018 Release Discussion.