Multi Selection

Multi Selection

I would like to ask for a new functionality within Anaplan that could really ease our work with Anaplan. And that is multi selection. I see two ways how to apply multi selection, both very helpful:

 

1. Multi selection for context selector. Once the dimension is displayed as "Context/Page Selector", it would be great to have a possibility for multi selection which would automatically summed up the selected items from the hierarchy - thus, we would have a possibility to see the sum of the values in the object per e.g. two countries that do not need to have the same parent.

2. Multi selection for drop down lists. When we display the dimension as row or column and we are using custom filters (using another line item with a format "list" to filter the content in the object), it would be great to have a possibility for the filter to have a multi selection - we could choose more than only one item from the list which would result in showing rows/columns that match more than only one item from the list, e.g. rows matching country A and below them rows matching country B.

3. Improvement of Filter in New UX. Alternative to the point 2 (however much less flexible) is to improve the existing filters in New UX in the following way:
a) we should have a possibility to apply them on more than one table. We often need to add two tables next the each other - one with no time, one with time dimensionality, but both creating one input table. In such case it is not possible to apply one filter to both tables which greatly limits the option to use this built-in filter.
b) it should be possible to edit them directly in the table (as e.g. "Search" works) and not in the right panel 

c) often, the whole name of the items in the field "Choose" is not visible - once it is longer and has more parents, we are unable to see the whole name of the items in the drop down. This should be changed.

8 Comments
M.Kierepka
Certified Master Anaplanner

Hi, these are very good ideas in my opinion!

 

1st point would be a really big win - but I don't know if Anaplan engine and system would be able to handle it, especially for non-sum summaries (and technically we have something like this already - Quick Sum Bar - but you have to pivot the view to have it as you've described this).

For 2nd one we have workaround available (instead of selector, you can add the list as dimension and have it as boolean), but it would be nice to have it. To be honest, I would separate "list" format from "multiselect-list" format, as second one would consume much more space probably.
3rd - 100% agree

AleksandraE
Certified Master Anaplanner

hi All!

This is always an ask for all our projects, totally support this idea.

dsterbakova
Occasional Contributor

100% support for this. Our clients are repeatedly asking for this

JoeAnderson
Certified Master Anaplanner

I have received requests in my organization for the ability to multi-select for a long time. We've often had to build things that are easily exportable in an Excel pivot-table friendly format so that users can multi select externally from anaplan, which is not at all ideal...

 

I support this being added as future functionality.  

kdare
Occasional Contributor

Please implement the ability to multi-select in the New UX! My users request this frequently. I would love to be able to tell them that it's in the works. 

DmitrySorokin
Certified Master Anaplanner

Multi-select is asked by every Anaplan customer I worked with. Workarounds are available but they are not perfect and end up impacting user experience.  

alexpavel
Certified Master Anaplanner

I think it would be really nice to have....

 

I think will be quite challenging to find a solution as the multiple-choice should apply only for the user who chooses...and, by default, the context selectors just retrieve cells calculated in the Anaplan model... If there is no cell that summarizes in the Anaplan model the sum of the 2, 3 elements chosen by the user....this needs to be calculated "on the fly" directly in the user's browser...

 

Another challenge: what summary methods to apply ? :). Not always the sum could apply. 

 

This is why the current workaround is to use the Users dimensions and custom filtering... This method generates calculated cells in the Anaplan model to be retrieved in function of the filter selection. 

TGagnon
Certified Master Anaplanner

The issue with using filters on screen via booleans is that the summary levels do no reflect the on screen values as it sums all underlying data. This is easily solved in excel using subtotal().