Guys - we definitely need this ability / flexibility for our corporate reporting. I call it Aliasing - but relabelling is equally valid description. Think about it like this:- In a corporate world we are dealing with two or three types of stakeholder. Real calendar time users require the columns of information to appear by month so they might see progress across time - perhaps multipe years. This appears to be the default time line that Anaplan has delivered. Financial reporting is different. The management and accountants see reports independent of the calendar month and are fixed in a corporate reporting time base. i.e. if the organisations accounts are from April to march then they would see columns of data by period (P1 equating to April, P2 to May etc). This means quarters are tied to periods based on the financial year start i.e. Qtr1 is P1,2,3 not Jan, feb and mar. To add to this they require the financial year to be included in the heading alongside the period. P1 by itself is meaningless unless it also states P1 FY 19/20 or P1 FY20/21. This format is the one I urgently need the system to auto produce. Dynamic headings - similar to item 2 BUT.... Many calculations refer to comparisons with prior period or prior year - which is fine if your report is fixed in time i.e. i report in May so prior period is Apr and next period is |Jun. However when I report in June my prior period is May and next period July. The time headings should reflect this and change to Pn FY YY/(YY+1) without having to modify a static text header. I need the system to sort out the headings correctly based on the Pn YY/YY format and be able to change the heading automatically under programme control. Similar to a date field in Excel where you increment the period and Year in teh heading using an equation For what its worth the corporate time base above would be the standardised one used across the model - so we could set it as a systems policy - unlikely that we would use both types 1 and 2. Hope this gets the point across - let me know if you need more Mike
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This is an urgent requirement for us in BT. We need ability to "batch" create multiple PDFs at month end based on a single admin (or preferably auto) action. Reason is that this PDF per dataset becomes a local system of record for non-anaplan users to review. We will extract each PDF and send to a dedicated /permissioned folder for appropriate users to access.
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