Coming Soon: June 16, 2018

Community Manager

Authentication Service: Enhancements to Certificate Management

Tenant Administrators will soon be able to manage certificates in the Administration tool.

Add Notes to Modules, Actions, Line Items and Dashboards

Workspace administrators will be able to insert notes and comments on line items, list items, and properties to add important technical or advisory information for other administrators. This will allow any administrator to instantly identify the purpose and context of any object in the model. These notes will not be visible to end users. 

Across the platform, you'll notice a new Notes field, which allows any modeler to enter text to describe the function or purpose of particular model objects. The text will be limited to 250 characters.

The new column will be available in following locations in Model Settings: Modules, Dashboards, General Lists, Line Item Subsets, Actions, and Versions.

image2018-6-5_15-59-3.png

You can also add notes to the Properties tab and the Subsets tab of a list as well as in Module > Line Items (Blueprint).

Note: Once a Workspace Administrator adds or edits a note, this will trigger a model change in ALM.

Dynamic Cell Access

Dynamic Cell Access will provide the ability to control access to cell data, sometimes known as line item data, in modules and dashboard grids at a very granular level. For any combination of dimensions, you can make the contents of individual cells or entire rows and columns read-only, editable, or invisible (the cell value exists but isn't visible).

For example, you can restrict the visibility of cell data for individual time periods, or for a combination of lists such as product sales in specific regions. For even more control, use Dynamic Cell Access together with the Users list to make access to cell data also depend on the current user. This is useful if you want to allow users to enter data but not view data entered by others.

You set up Dynamic Cell Access by applying Boolean-formatted line items—known as access drivers—to target cell data at line item or module level, depending on the level of access granularity you need.

Learn more and get the Dynamic Cell Access app here.

Paste from Excel Regardless of Browser Language

Regardless of your web browser's language settings, you will soon be able to:

  • Paste numerical data from Excel into any numerical line item in Anaplan
  • Paste numerical data from Anaplan to another cell in Anaplan

This resolves the conflict where the format of decimal separators defined in the locale settings on your device is different to the locale settings used in Anaplan.

Enhancements to Data Tags

We're making some enhancements to data tags, which were introduced in the April 21, 2018 release. You can now search an entire set of tagged data to quickly find a particular tag, and you can add descriptions to data tags to easily identify what that tag is used for.

FindTaggedDataDialog.png

Split Composite Lists by Level in Model-to-Model Imports

You can soon separate the dimension identifiers in the data presented by a model-to-model import data source into separate columns for each level of a composite hierarchy. This will resolve the issue of duplicate identifiers in different levels of a composite hierarchy in a model-to-model import. To use this feature, when you connect to another model to import data, in the Select Source dialog, select the Split Composite Lists into Separate Columns check box. As data from identically-named list items is imported separately when Split Composite Lists into Separate Columns is enabled, the option is particularly useful for importing composite lists in which multiple list levels are numbered.

SelectSource.png

Export to Comma Separated Values for Excel

You can soon export data from your model in Comma Separated Values for Excel (.csv) format, which is useful if your data contains non-ASCII characters and you want to open the exported .csv file in Excel. .csv format uses a variant of UTF-8 that's optimized for a wider range of characters in Excel and you can also import files in .csv format back into Anaplan.

There's a new option on the Export dialog, File Type list:

export-module-format-csv-for-excel.png

Enhancements to the Users List

In this upcoming release, we're making some minor changes to the behavior of the Users list.

If the Users list is used as a dimension of a module, the current user will be selected by default when you open the module or pivot its dimensions.

If the Users list is a dimension on pages, the current user will be selected as the default value of the page selector.
If the Users list is a dimension on columns or rows, the current user will be selected by default.
Also, if you're a workspace administrator, all users will soon be shown when the Users list is used as a dimension of a module. Previously, only data for the current user was shown.

Enhancements to History

We're changing what's captured in History:

  • The following changes involving access drivers — a component of Dynamic Cell Access — are recorded as Security Change in Model History.
    • Enabling or disabling an access driver, either manually or via a formula.
    • Applying an access driver to line item data in one or both the Read Access Driver or Write Access Driver columns in Blueprint view.

Undo Data Entry in a Dashboard or Module Grid

Users will soon be able to revert a single data entry change for a module or dashboard grid. A data entry change is defined as a single action that changes the data values in a grid; this includes updates to a single value in a cell, or updates to multiple cells at once, such as pasting data into or deleting from multiple cells. Undo operations are recorded in the change history of a model.

Undo will be available via the keyboard shortcut Ctrl + Z (on Windows) or cmd + Z (on Mac), the Edit menu on the module toolbar, or the icon on the dashboard toolbar.

image2018-6-5_15-53-33.png

Display an image on a dashboard

You will soon be able to link an image to a dashboard using a line item formatted as a text link. The line item holds a URL for an image to be displayed in the new image placeholder element on a dashboard. The images can be in .png, .jpg, .jpeg, or .gif format.

In Design mode, simply click Add Image on the dashboard toolbar and the image dashboard element will appear at the top of the dashboard. You will be able to move and reposition the image around the dashboard, the same as any other dashboard element. Images are linked and not embedded — every time a dashboard is refreshed, the latest version of an image is displayed.

Images can help a user identify an item in a list. For example, users may find it easier to identify an item in a product catalogue by image, rather than by a product code or SKU. The image URL can be added as a list property, and referenced in the module. Any change to an image is then reflected in all modules that reference that list.

image2018-5-24_15-25-19.png

Images can also help a user identify the dashboard they are viewing, for example by displaying a brand logo on a dashboard that displays products under that group.

You can add as many images as you want to a dashboard, but be aware that the loading time for your dashboard will be affected by the number of images it contains.

Note: Because images are linked and not embedded in dashboards, they cannot be displayed when exported to .pdf format.

Add tooltips to dashboard grids, buttons, and published line items

Workspace Administrators will soon be able to add tooltip text to dashboard grids, buttons, and published line items, which is useful to provide additional instructional text to dashboard users without taking up excessive space on the dashboard. You'll be able to add tooltip text in dashboard design mode and when saved, end users can hover over the grid label and the text is displayed in a tooltip.

Tooltip 7.png

Enhancement to Quick Sum Bar

We're changing the yellow warning icon in the quick sum bar so it's less distracting. The previous yellow warning icon will soon be a grey information icon.

QuickSumBarMixedDataTypeSelected.png
QuickSumBarSelectionExceedsAmountOfDataToBeRetrieved.png
QuickSumCalcExceedsRangeLimit.png

Search in page selectors

You can soon search for a page in a page selector to reflect the data you can see on the dashboard. This allows you to easily find the page you're interested in within a large hierarchy or data set. You can search any page type, including Lists, Line Items, Time, Versions, and Subsets and within grids, charts, and independent page selectors and select a single item from the list.

image2018-6-5_15-38-36.pngimage2018-6-5_15-33-7.png

Results are shown as a flat list and include the items in the dimension the page selector is based on. The search option is available for all page selectors.

Search using the right-click menu

It's back by popular demand! We're reinstating the search option on the right-click context menu on a module, Blueprint, and dashboard grids. You can also press Ctrl + Shift + S (or ⌘ + ctrl + S on a Mac) to display the Search grid dialog, where you can enter the characters to search for.

image2018-5-22_13-44-39.pngimage2018-5-22_13-48-47.png

Search shortcut on module grids

A new search shortcut key will soon be available on module grids so you can quickly and easily search grids without using your mouse.

On any grid press Ctrl + Shift + S (or ⌘ + ctrl + S on a Mac) to display the Search grid dialog, where you can enter the characters to search for.

Questions, Comments, Kudos, or Concerns?

Do you have feedback on the June 16, 2018 Anaplan platform release? Share your thoughts in the June 16, 2018 Release Discussion.