About CalebW_77

The 'Data Write' action functionality in Anaplan App (UX) is great and provides the ability to 'Use current date'. This means that by pressing an action button on the page, a module with a date format will be updated with today's date. Seamless and simple! Below I have 2 simple use case examples for this: 1. Workflow - E.g. Adding a timestamp for a performed process or 'date reviewed' 2. Data - Data Hub where the day of an upload for manually uploaded files can be stored/traced and referenced On point 2, the Data Write option is better than manually choosing the date on a date formatted cell, but if uploading a file (or in a spoke model using an action to pull data from the Data Hub) currently the user would need to first press 1 button and then another. Ideally 'Data Write' could added to an existing model process, or 'Use Current Period' could be added as a model action to combine with an existing process. This will improve and simplify the ability to time stamp data/ data loads. ... View more

Summary (See suggestion* for detail) - Improve user experience with user driven context selection for cards in template library, rather than going into the backend and updating each saved card for the required context. Context - The release of the extension - Anaplan for Microsoft 365 allows users to import from cards in templates to a Microsoft product E.g. Excel. This will allow the user to import pictures or views to pair up or use in addition to the more detailed excel add in data. Challenge - However, if something is saved as a card in the template library and set to sync on selection, then it will default to the first item in that list. This means that: If you save it as a user facing card (As most items are), it will be set to sync on selection in which case a model builder would need to go back and review every card saved historically and moving forward Each time you want to import a new/different list item, the model builder would need to go back and manually change the context selector for a different list item. Suggestions* - A user would have to be in the app to update the cards with the current approach anyway, so to minimize the amount of effort and level of technical user ability required to change the context that is imported into Microsoft apps, the below is are alternative ideas: Similar to Excel Add in, allow the user to select the context from Microsoft app E.g. Excel (See Image 1 attached) Synchronize the saved cards as the App already does between different pages, so that the current selection of the app is the imported view/details. This way, if the user wants the list item to stay on a selected item, the card can be changed to to not sync with page and otherwise it will export the image/data aligned with the current UX page context selectors (See Image 2 attached) ... View more

As a model builder I would like to set-up exports that are connected to saved views and that synchronize with a dashboard to provide end-users with dynamic and efficient exports and ensure sustainable integration with other systems. An example: A module is published to dashboard with month as headers. I want an export process to export module data, based on month selected/dynamic filter on dashboard view. i,e Synchronization of time dimension to the export process published. This will improve user experience and ensure actions that create export templates or export reports can be reused. ... View more