What's New: 2016.2

Super Contributor

4 June, 2016

 

The second release of Anaplan for 2016 is here!  

This release sees the new Funnel Chart, dynamic chart selections, and map chart enhancements. We've also added support for importing across workspaces, meaning you can now set up model-to-model imports to and from any model you have access to. If you're a workspace administrator, you can now take active models offline, which is useful when you want to restrict access when creating dashboards or during model rollback for example. 

 

There's lots more so see what else in this release:


Modeling & Usability

This release sees the following new features and enhancements for better model building, workspace administration, and usability:

 

Mark a list as Production Data

Say hello to the concept of "production data". Think of production data as the volatile data that end users work with and change as they use an Anaplan model to get their work done. A model's production data contrasts with the model's structural data, which defines the overall structure and design settings of a model. 

 

This feature allows workspace administrators to separate production data from structural data. Because the composition of a production list might be subject to frequent change—business operations might require items to be added and deleted from the list on a daily basis—a useful part of this new feature is that model formulas cannot make reference to any of the production list's items.

 

You can mark a list as production data in General Lists:

 

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or you can open a list and select the Production Data? check box on the Configure tab.

 

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Because a production data list is treated as dynamic content, and the existence of any of the list's items can't be relied upon, you'll see a confirmation dialog warning you of the consequences of marking a list as production data:

  • If you mark a list as production data, you can't create a formula that makes reference to one of its items. Any attempt to do so will be blocked.

  • If the list you mark as production data forms part of a composite hierarchy, then this reference protection will be cascaded down the hierarchy and imposed on any child lists.

When you remove production data status from a list:

  • All of the list's item become available to be referenced in a formula.

  • If the list belongs to a composite hierarchy, then the removal of reference protection will be pushed up to any of its parent lists in the hierarchy.

See more: Production Lists

 

Take Models Offline

Workspace administrators can now take active models offline to restrict end user access:

  • Non-administrator users can view offline models, but can't access them
  • Offline models remain fully accessible to workspace administrators
An 'active' model is one that is not locked nor archived. 

Offline status can be used each time you need to prevent end user access to a model while you're making changes to it, such as:

  • When creating dashboards or modules. You can take the model offline until your changes are ready to be revealed and then bring the model back online so end users can start to work with the new module or dashboard.
  • Rolling back a model. Take the model offline to avoid losing data entered by end users while the model changes are in progress.

Taking models offline is performed in Model Management, select a model and click Take Offline:

 

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Offline models are clearly indicated in Model Management:

 

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When administrators open an offline model, the model's offline status is clearly shown.

 

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To bring a model back online, select the model and click Bring Online.

 

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 End users will not be able to access an offline model. However, in Tiles view, they will be able to see which models are offline. 

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See more: Model Management

 

Model Mode and Status Indicators

Active models that have been taken offline now have their offline status clearly indicated in Model Management. In addition, models that have been put into locked or archived mode are now clearly shown in Model Management using intuitive icons:

 

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8.png  - Indicates that the model is LOCKED
9.png  - Indicates that the model is ARCHIVED

 

See more: Model Management

 

Cross-workspace Imports

Workspace Administrators can now set up model-to-model imports to and from any model they have access to within a Customer, regardless of whether these models reside on different workspaces or different cores. This includes imports (or 'links') from lists, modules, or saved views in Anaplan as well as imports into lists, modules, blueprints, Settings > Users, or Settings > Versions.

 

It allows direct list, module, and saved views data imports between models that belong to different workspaces, which is useful if your organization uses different workspaces for model scaling or user segmentation, such as regional splits. 

 

Workspace Administrators are no longer permitted to import models between customers. Anaplan or Anaplan Partners, who need to copy models into or between customer workspaces, should contact Support for assistance. 

Import Behavior and Authentication

There are important changes for cross-workspace import behavior, depending on the type of user authentication:

  • Previously, users using basic authentication, which requires username and password credentials, had to reauthenticate to import a model from another workspace within the same customer environment. Basic authentication users no longer have to reauthenticate when importing within the same customer environment.
  • Users using Single Sign-On (SSO) can now import a model from another workspace within the same customer environment. This was not possible previously for SSO users.

Workspace Filtering for Imports

The list of workspaces to import a model from is filtered:

  • Only the workspaces belonging to the current customer are shown.
  • If the workspace is assigned to an SSO server, then only workspaces belonging to the same SSO server are shown.

Choice of Workspaces when Connecting to another Model for Import

If you connect to another model to import data, you will now be able to select an import source from any workspace to which you have access in the current environment:

 

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When the Select Source dialog first opens, the current workspace is selected as the default. If you only have access to one workspace in the current environment, the Workspace selection list will not be shown on the dialog.

 

Selective Access for List Imports Respected for Non-Administrators

When you connect to another model to import list data, the application of selective access to source model lists now depends on user type:

  • If an administrator runs the the import, selective access on source lists is ignored.
  • If a non-administrator runs the import, selective access on source lists is respected. Provided the non-administrator user has read access to a list, the list will be imported.

See more: Connecting to another model to import data

 

Conditional Formatting Enhancements

Conditional formatting just became much more flexible—you can now apply it on a dashboard and no longer need to republish a grid whenever you change the rules around conditional formatting.

 

Conditional formatting on a dashboard can be totally independent of conditional formatting on a module grid; it can be added to a grid in a dashboard without affecting the original grid. You can also choose to have no conditional formatting on a module grid, but apply it to dashboard grids.

 

If there are multiple grids on a dashboard that are based on the same module, you can apply different conditional formatting to each without affecting the base module’s settings.

 

Whether in run-time or dashboard design mode, Conditional Formatting can be accessed from the Format option on the dashboard element menu. 

 

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The default is for Conditional Formatting to be enabled for all users. If you don’t want your users to have access to this functionality, administrators can remove access to it in Menu Options in the Dashboard Designer

 

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End users can’t save the changes they make (but they can export them to .pdf). Administrators can use the Save options on the Dashboard menu to save any changes they’ve made.

 

See more: Conditional Formatting

 

New User Customer Assignment

When you add a new user to a model, they're assigned to the customer environment of the current workspace by default. This association of user to customer environment is only significant to only a small number of users and administrators.


Reporting

This release sees the following new features and enhancements for better model building, workspace administration, and usability: 

Dynamic Chart Selection

When new data items are added to a data set, any charts based on that data now automatically and immediately update to show the new data. If items are removed from a grid, charts automatically refresh to reflect the change. 

 

This new feature avoids the need to regenerate and republish a chart when the chart's structure is amended (the addition of a new slice in a pie chart, a new bar/column, or a new point in a line chart for example). 

 

If you base your charts on the selection of the whole grid, row headers, or column headers (rather than individual lines, columns, or cells), when new data is added to a grid your charts update automatically. 

 

Charts are now much easier to maintain so why don't you review your dashboards and see where charts could be added to improve usability?

 

See more: Data Selection & Dynamic Chart Update

 

New Funnel Chart

Funnel Charts (or pipeline charts) are often used to depict the proportions of a sales pipeline by stage (first contact, requirements identification, negotiating, won). It shows graphically the size of some quantitative measure of the sales pipeline (potential sales revenue, number of prospects, gross margin per stage). Represent your forecast with different phases, which will dynamically adjust as users model the pipeline or the forecast. Add color coding and tooltips to make it really meaningful. 

 

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 See more: Funnel Charts

 

Map Chart Enhancements

You can now create map charts for Australia, New Zealand, and France. You'll see the new options on the Map Type list in Chart Options

 

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Select Show Region Labels to add the states and territories of Australia, the regions of New Zealand, or the departments of France (mainland only). 

 

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Each state or territory, region, and department has a unique identifying code, which can be used with functions such as conditional formatting to highlight trends, values, or exceptions. 

 

Get the latest list of countries and region codes by completing the Downloads form in Anapedia.

 

You need to create a list in Anaplan that relates to the regions that you want to base your map chart on. Comma-separated values (.csv) files, containing the new regions and codes, can be downloaded from the Downloads page of the Anaplan Community. 

See more: Map Charts

 

Dashboard Designer Usability Enhancements

We listened to your feedback and have added the following usability improvements to the Dashboard Designer. Now, you can:

  • Hide the properties panel in design mode
  • Save and exit in one easy action
  • Save in run-time mode
  • Hide the Open Source Module menu option for charts

See more: Dashboard Designer


Apps

With the help of our amazing partners, we've released great new apps to help you with your finance, HR, sales and marketing, and supply chain challenges. We've also updated some of your favorite existing apps. 

 

Finance 

  • Anaplan Global Compensation for Banking
  • Anaplan Revenue Planning for Airlines
  • Anaplan for Financial Consolidation Updated
  • Lease Assessment Management (PwC Australia)
  • Account Reconciliation Automation (PwC)
  • Project Estimation and Tracking (Cervello)
  • Workforce Capacity Planning (BetterVu)

HR

  • Anaplan Compensation & Equity Planning
  • Anaplan Long-Term Capacity Planning
  • Agile Manpower Planning (SmartMegh)
  • HR Budgeting (Atos consulting)

Sales & Marketing

  • Anaplan Marketing Performance Management Updated
  • Anaplan Territory and Quota Updated

Supply Chain & Operations

  • Account Reconciliation Automation (PwC)
  • Semiconductor Forecasting and Demand Planning (Solvanni)
  • Semiconductor Pipeline to Revenue Projections (Solvanni)

Learning Apps

  • Anaplan Dynamic Charting
  • Data Aggregation (Plan Rocket)
  • Numbered Lists (Plan Rocket)

Head over to the App Hub to find out more.


Community

We've already made changes to the Anaplan Community - we hope you like them! Keep an eye out for more Community news in the coming weeks.