What's New: June 16, 2018

Community Manager

June 16, 2018 Platform Release Webinar

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:

Learn more in the Tenant Administration Certification Authentication Anapedia article.

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.

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.

Learn more in the Add Notes Anapedia article.

Dynamic Cell Access

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.

Access the Dynamic Cell Access app here.

Learn more in the Dynamic Cell Access Anapedia article

Paste from Excel Regardless of Browser Language

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.

FindTaggedDataDialog.png

Learn more in the Tag and Find Data in Models Anapedia article.

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.

SelectSource.png

Learn more in the Connect to a Model to Import Data Anapedia article.

Export to Comma Separated Values for Excel

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:

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

Learn more in the Export from Anaplan Anapedia article.

Enhancements to the Users List

In this release, we've made 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 is now selected by default when you open the module or pivot its dimensions.

  • If the Users list is a dimension on pages, the current user is selected as the default value of the page selector.
  • If the Users list is a dimension on columns or rows, the current user is selected by default.

Also, if you're a workspace administrator, all users are now shown when the Users list is used as a dimension of a module. Previously, only data for the current user was shown.

Learn more in the Work with the Users List Anapedia article

Enhancements to History

We've changed what's captured in History:

  • The following changes involving access drivers—a component of Dynamic Cell Access—are recorded as a 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.

Learn more in the History Anapedia article

Undo Data Entry in a Dashboard or Module Grid

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.

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

Learn more in the Undo Data Entry Anapedia article

Display an image on a dashboard

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.

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.

Learn more about adding images to dashboards in the video below:

Learn more in the Add Images to Dashboards Anapedia article.

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.

Tooltip 7.png

Learn more about adding tooltips in the video below:

Learn more in the Add Tooltips to Grids, Buttons, and Line Items Anapedia article.

Enhancement to Quick Sum Bar

We've changed the yellow warning icon in the quick sum bar so it's less distracting. The previous yellow warning icon is now a grey information icon.

QuickSumBarMixedDataTypeSelected.png
QuickSumBarSelectionExceedsAmountOfDataToBeRetrieved.png
QuickSumCalcExceedsRangeLimit.png

Learn more in the Quick Sum Bar Anapedia article

Search in page selectors

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.

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.

Learn more in the Search and Page Selectors Anapedia articles. 

Search using the right-click menu

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.

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

Learn more in the Search Anapedia article. 

Search shortcut on module grids

A new search shortcut key is now 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.

Learn more in the Search and Keyboard Shortcuts Anapedia articles. 

Issues Resolved

The following issues are resolved in this release:

Zendesk
Salesforce
Issue Description
  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 106622, 126987

Fixed an issue where Japanese characters were not correctly rendered in dashboards exported to PDF.

- 150083, 164842 Fixed an issue where models failed to open if a Version's Edit To date was set to a specific month and a switchover month was also set.
67047 -

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.

71281 -

Exporting a dashboard to PDF caused an error if one or more grids contained hidden columns.

58983, 62528, 64764, 65207, 67970, 76552, 76869

109898, 112992, 114619, 114687, 116638, 125245, 126384

An error message is now displayed if the 999,999,999 unique list item limit is 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.

- 157427, 159319 Fixed an issue reported in the Dynamic Cell Access Early Access Program.
- 132275, 135323

Fixed an issue where an empty Comparison Report was produced if the source revision tag contained the following changes:

  1. Create a line item formula that refers to a line item with a $ symbol in its name.
  2. Change the line item formula above to refer to a line item without a $ symbol.
  3. Make at least one further structural change in the source model.
79329 -

In some cases, errors occurred in models previously configured to import data from Salesforce via the native Salesforce integration (retired).

79342 "

Fixed an issue in History where a model in deployed mode could be restored to an ID prior to the most recent Revision Synced change. 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. 
17482, 79916 125240, 158804 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.
20048, 27578, 35046, 39859, 41921, 42689, 42801, 56324, 74861, 76171, 78571, 79640 98514, 102611, 104332, 111335, 111426, 123604, 123772, 123947, 124620, 124649, 124948, 154935, 164842

Fixed an issue where performing one of the following tasks blocked the model:

  • Create a view that has two nested dimensions on rows.
  • Hide selected on a row of a dimension.
  • Hide occurrence on a row of the same dimension.
  • Select another dimension, click "Select levels to show", then deselect a level.
43659, 77255, 81720 123915, 125017, 132288 When a list is used as both the format and dimension of a line item and one is removed, this caused the model to become unresponsive. This is now resolved. 
- 153637 Fixed an issue where hidden menu items sometimes reappeared.
- 153728, 153794, 153906, 155284, 157495, 158288 Fixed an issue where, in large modules, selecting an entire column caused the Quick Sum calculation to crash the browser tab. 
27892, 51685, 55027 105316, 124665 Users can now add images to dashboards—see Anapedia for more information.
- 154153, 154172, 154962, 162961, 153979, 155566, 160523

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.

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.

1 Comment
Community Manager

Known issues and workarounds have been discovered following the June 16, 2018 Anaplan platform release. Please visit the Known Issues and Workarounds page to learn more.