About Stacey Brooks

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.  ... View more

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. ... View more

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. ... View more