Authentication Service: Enhancements to Certificate Management
We've enhanced security with Anaplan APIs. Users can now submit certificates from an external public certificate authority (CA) as well as certificates signed by Anaplan to use Anaplan APIs and Anaplan Connect.
Tenant Administrators can now manage customer-submitted CA certificates in the Administration tool.
Why are we making these changes? This is a security enhancement. This new version of Certificate Authentication allows us to confirm that the organization submitting the certificate is the valid owner of the certificate. This also better aligns with industry standards.
What does my Organization need to do? If you're using CA authentication, you need to procure certificates from a supported CA and your Tenant Administrator must register them with Anaplan. Once CA certificates are registered, manage your certificates and renew them when they expire.
Learn more about the certificate authentication process in the video below:
Add Notes to Modules, Actions, Line Items and Dashboards
Workspace administrators can now insert notes and comments on line items, list items, and properties to add important technical or advisory information for other administrators. This allows 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 is available in following locations in Model Settings: Modules, Dashboards, General Lists, Line Item Subsets, Actions, and Versions.
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 provides 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 still exists). 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 control access by user as well as your chosen dimensions. 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. Access to the data defined by the access drivers can then be controlled, either manually using line item checkboxes, or through simple formulas.
Regardless of your web browser's language settings, you can now:
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've made some enhancements to data tags, which were introduced in the April 21, 2018 release. You can now search an entire set of tagged data by a keyword or phrase, or even by a single character, to quickly find related information. You can also add descriptions to data tags to easily identify what that tag is used for.
Split Composite Lists by Level when Importing Data
When importing data, you can now separate the dimension identifiers in the import data source into separate columns for each level of a composite list (also referred to as a composite hierarchy). This resolves the issue of duplicate identifiers in different levels of a composite hierarchy in the import source. This change applies to every type of import apart from imports from file.
To use this feature, when you import data into a model, select the Split Composite Lists into Separate Columns checkbox in the Select Source dialog. Data from identically-named list items is imported separately when this option is enabled, so it's especially useful for importing composite lists in which multiple list levels are numbered.
You can now 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. The new format supports a wider range of characters when the .csv file is opened in Excel; you can also import files in .csv format back into Anaplan.
There's a new Comma Separated Values for Excel (.csv) option on the File Type list in the Export dialog:
Users can now 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 is 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.
You can now 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 can 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.
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.
Learn more about adding images to dashboards in the video below:
Add tooltips to dashboard grids, buttons, and published line items
Workspace administrators can now 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 can 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.
Learn more about adding tooltips in the video below:
You can now 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.
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.
It's back by popular demand! We've reinstated 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.
The following issues are resolved in this release:
153440, 154229, 154570
Fixed an issue where the Salesforce Anaplan tab would not load, displaying a blank page if the session timed out. We have updated Salesforce.com Administrator Tasks with a link to an updated Saleforce package containing the fix.
39856, 43046, 68521
Fixed an issue where Japanese characters were not correctly rendered in dashboards exported to PDF.
Fixed an issue where models failed to open if a Version'sEdit Todate was set to a specific month and a switchover month was also set.
Fixed an issue where forecast data didn't update to reflect a new switchover date if the current fiscal year was changed to a previous year.
Exporting a dashboard to PDF caused an error if one or more grids contained hidden columns.
An error message is now displayed if the999,999,999unique list item limitis exceeded for a particular list.
43659, 77255, 81720
123915, 125017, 132288
Fixed an issue where the list defined in a list-formatted line item could be deleted, if the list was previously a dimension of the list-formatted line item.
Fixed an issue reported in the Dynamic Cell Access Early Access Program.
Fixed an issue where an empty Comparison Report was produced if the source revision tag contained the following changes:
Create a line item formula that refers to a line item with a $ symbol in its name.
Change the line item formula above to refer to a line item without a $ symbol.
Make at least one further structural change in the source model.
In some cases, errors occurred in models previously configured to import data from Salesforce via the native Salesforce integration (retired).
Fixed an issue in History where a model in deployed mode could be restored to an ID prior to the most recentRevision Syncedchange. This was only possible if the most recent revision tag included one or more new property formulas and line items.
155270, 155676, 155686
Fixed an issue where Tabular Multiple Column exports to Text adversely affected performance.
When exporting to a .csv file, then loading that .csv file into Excel, the usage of special characters such as £ was corrupted. This is now resolved.
159722, 159747, 159763
Fixed an issue where file imports failed if no separators were defined.
If every Initial Page of a dashboard grid containing at least three page selectors was set to a value other than Default, then an ellipsis was displayed in the Initial Page field of the second page selector.
00159515, 00161797, 00161090
An error sometimes occurred in cross-workspace imports when Application Lifecycle Management is in use.