About Stacey Brooks

Stacey Brooks · ‎01-19-2021

I am excited we now have the ability to point multiple models to the same page, however with this new functionality, we have also found some frustration. We need the ability to set a default model when multiple models are assigned to a page. If I have a DEV model and a PROD model pointed to the same page, I want the ability to assign a default model so that I do not need to manually change the model the page points to each time I open the App unless I intentionally want to work in the non-default models pointed to that page.

Stacey Brooks · ‎08-20-2020

This would be great to have. As a workaround, we build an admin dashboard in every model in which we define each role's purpose and what users should be able to see under that role.

Stacey Brooks · ‎08-20-2020

Adding this functionality would be fantastic and would greatly simplify DCA management as well as user access/security management which are audit-able and recurring reviews at my company! Excellent suggestion @rachel_goering!

Stacey Brooks · ‎07-24-2020

This would be very beneficial and would cut down on manual tasks we have to do as our platform continues to expand! I would add that any automated backup/archive should be produced with a consistent naming convention and date/timestamp. One example may look like "ABAK [10 char. name of workspace]-[10 char. name of model]-[date/time]".

Stacey Brooks · ‎07-24-2020

I think a toggle in the administration tenant would be useful to allow each tenant admin to decide if model builder/page builder roles should sync or not. I will probably be posting an unpopular opinion, but here is my perspective and what I believe is useful for my team, although I am sure there are great reasons for other teams to feel exactly the opposite, which is why I feel this should be a tenant admin option. As the lead of our CoE and main administrator of the page builder and workspace administrator rights, I appreciated the fact these roles were separate because I was able to require and incentivise each model builder to "skill up" by completing the NUX page builder training before updating their access to create new apps or add new boards that could be end-user facing. I use this distinction to ensure our model builders first understand how to use the great new functionality the NUX offers, before opening up their ability to impact live apps that end-users are using. One other point I have been stressing to our model builders is that each app should be clearly defined and scoped to facilitate a specific user journey, and was thrilled that this was a concept covered well in the NUX training that drove home my vision for that apps we produce! Without the ability to limit the access model builders have to building in the NUX, my desired requirement for our model builders to skill up on the new functionality would have been much more difficult to receive team buy-in and enforce.

Stacey Brooks · ‎07-23-2020

As an Anaplan CoE Lead, I am often asked about training for our ~500 end-user base on basic Anaplan Navigation and functionality. I would love to have an "End-User" journey training path of short and easily consumed training courses released that I can point end-users to. I doubt this group of users would spend more than 30 minutes to complete the training, so the course(s) should be concise and cover the following topics at a very high level. Basic navigation within a model and a NUX app How to pivot published views How to use filters

Stacey Brooks · ‎07-23-2020

My company just integrated WalkMe on our Workday platform and I can absolutely see how enabling WalkMe within Anaplan could help our 500+ end users!

Stacey Brooks · ‎04-03-2019

Being able to set a default for summary type would be very useful. It would help to ensure that module sizes are not larger than necessary because a model builder did not either know or remember to manually set the summary type to none when appropriate. @DavidSmithI completely agree! That is a great suggestion and would be a great addition!

Stacey Brooks · ‎04-02-2019

This is a great idea post. As a workaround, we currently copy/paste the "referenced by" text that we want to look at into a text editor, such as Notepad or Notepad++. However, this should be able to be expanded so it is fully visible within the Anaplan window.

Stacey Brooks · ‎04-02-2019

It would be very helpful to have a filter option added that allows a user to filter on absolute value as well as to filter by defining a top and bottom range that returns amounts in between the range. Currently, we have built line items as a work around, but these tend to take a lot of space. This functionality should be added to the native Anaplan filtering functionality.

Stacey Brooks · ‎03-21-2019

This is something our team has often mentioned would be great to have! Indenting parts of formulas, changing the font color of certain pieces of the formula (or highlighting pieces of the formula), and being able to "pop-out" the formula window to view within a much more enlarged window would make editing long formulas much easier to look at, without requiring the model builder to copy the formula out to a text editor such as Notepad++. I believe there is an idea posted on the community site's idea board related to this request.

Stacey Brooks · ‎03-21-2019

What are some of the best ways you have found to indicate the data displayed on dashboards is still moving and not finalized yet? Are there any suggested methods other than creating a module that acts as a tracker and publishing it to the top of each dashboard that can visually call out that the final numbers are not ready yet?

Stacey Brooks · ‎03-21-2019

Do you foresee the addition of a "Now" function being added to Anaplan?

Stacey Brooks · ‎02-11-2019

Hi, I am Stacey. I live and work in the Chattanooga, TN area. My company is going on it's third year of pursuing the Anaplan Connected Planning journey. My role is primarily within our Anaplan Center of Excellence, model building and assisting model builders with more challenging assignments, ensuring we have a well-functioning/well-governed set of models, and being a change-maker in the organization as we build out new functionality. I've been working with Anaplan since I joined the Anaplan team at my company in June 2018 and every day has been a learning experience. I'm excited to participate in this user group, hearing insight from other Anaplan users, learning more about upcoming releases/new functionality, and how others are addressing maintenance, governance, and model size challenges.

Stacey Brooks · ‎11-29-2018

@pbenz This is something our team has brought up as well. Thanks for adding this!

Stacey Brooks · ‎11-14-2018

When creating import actions that connect to lists, modules, or saved views within Anaplan models, it would be useful to have a “Search” button to assist in locating the list/module/saved view the model builder needs to select. This search feature is incorporated into other parts of Anaplan and, should it be added to the "Import: Select Source" screen, would streamline the process to create an import while saving a lot of frustration in trying to locate the correct list, module, or saved view. An example of what this would look like is attached.

Stacey Brooks · ‎11-07-2018

When using the Excel Add-In, there is currently no way to restrict a module from being pulled into Excel if a user is provided access to that module. We have multiple users whose roles require them to view confidential data within Anaplan, but they should not have the ability to export the data out of Anaplan. Within Anaplan’s dashboard settings, the ability to restrict a user from being able to export a module does exist and is necessary to prevent specific data from being accessed outside of Anaplan, such as a salary detail module used in our Budgeting model. If we allow users to use the Excel Add-In, we lose our ability to ensure users are not storing or accessing this data outside of the Anaplan interface and thereby lose our ability to maintain control over the security of the data. We would like to see an additional security setting that allows us to “lock-down” specific modules to ensure that confidential information is not able to be exported outside of Anaplan via the Excel Add-In.

Stacey Brooks · ‎10-30-2018

We have determined a best practice for our team to follow when building dashboards is to only publish process buttons to dashboards so-as to avoid accidentally running actions since a window pops up showing what actions are included in the process that requires a user to click "Run". However, the ability to disable buttons based on spcific criteria (ie. a boolean selection, text entered into module published on dashboard, or requiring user to enter text into pop-up window) would be very useful.

Stacey Brooks · ‎10-30-2018

This would be very useful. We had a need to require users to enter specific information prior to allowing them to run an export process. I was able to build a workaround using modules with binary (boolean) logic that would only generate a blank file when the export was run if the users did not enter the information requested prior to running the export button.

Stacey Brooks · ‎10-30-2018

The ability to copy processes with the intention of editing them slightly would be helpful for our team as well. @eije.wiersema wrote: It would be nice to have the possibility to copy a process. This will save some time when developing, because you can easily amend a simular process instead of collecting all actions again.

Stacey Brooks · ‎10-26-2018

This would be very beneficial to our end users as well. We've built out commentary notes on dashboards that get locked down following the first level of review. These notes need to be visible to the second level reviews and other users, however the text is cut off and users are unable to read the full commentary. @pbenz wrote: A client has a need to be able to lock down Budget information in a financial model that has several text formatted line items that contain commentary to justify Budget information. However, after the Budget is completed and Read access is applied to the Version, users cannot click in and see the whole comment in the line item. User's comments are cutoff by the size of the column and this information is needed for future planning tasks. The ability to click into and view the full text of a text formatted line item, after read security is applied, is needed.

Stacey Brooks · ‎10-26-2018

This would be very beneficial to our team as well. We use a lot of conditional formatting on saved views of modules and dashboards. From a model builder perspective, the current process to add conditional formatting is clunky and requires a lot of seemingly-unneccessary repetition. It would also be very beneficial to have changes made to conditional formatting in a saved view of a module carry forward to dashboards that have that saved view published without requiring the saved view to be re-published before it reflects the changes to the conditional formatting. (ie. when you make conditional formattig changes to a saved view, the dashboard would immediately reflect the changes).