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FCR - Folder Security Report
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: Ability to list of all the various roles' security on each folder in our explorer file system. A report with the information for…
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Remove Users at Tenant Level
Removed a user from the workspace; however, the same user is still visible at the tenant level. We would appreciate your support to remove unwanted users permanently from the tenant. Anaplan Support team Suggested by "I understand that you would like to know whether disabled users can be permanently removed at the tenant…
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Default Top-Level Selection in NUX (Custom Views)
Requirement: When a user logs into the application and opens the page, all the context/page selectors should default to their respective top-level items. Observation: When we use a Saved View, the behavior works as expected — the page initially loads with all selectors set to top-level. However, when we switch to using…
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Rename Line item in Production model
I have created a mechanism by which Line Item name can be changed using a Process/Import. It works perfectly fine in Standard mode. But, in deployed mode it shows an error "Deployed mode is enabled and you cannot change the structural data of this model. Change to standard mode if a structural change is required." Could…
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Multi-Select Capability in Context Selectors/Filters in NUX
Requirement: Users should have the ability to select multiple items from the context selectors or filters in the NUX page for better flexibility in analysis and reporting. Current Challenge: In the current setup, context selectors typically allow selection of a single item at a time, which limits the user's ability to view…
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Zero suppression in NUX without impacting pivot (Classic Engine)
Requirement: If an entire column contains zero values, the complete column should be hidden dynamically without disturbing the existing pivot structure in the NUX page. Current Challenge: In the current Anaplan NUX setup, applying filters or zero suppression either impacts the pivot layout or does not completely hide…
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FCR Feature Enhancement: Support Captions in the Open Period Configuration
Current Behavior In the Open Period Configuration screen, both member names and captions are displayed in the member selection dialog when selecting Scenario and Date members. However, once the selection is completed and the member selection dialog is closed, only the member names are displayed on the main configuration…
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FCR Feature Enhancement: Support Captions for Model, Dimension Names
Current Behavior Currently, captions can be assigned to members within dimensions. However, captions cannot be assigned to: Model names Dimension names Enhancement Request We would like to request the ability to define captions for model names, dimension names, similar to the existing caption functionality available for…
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Increase Process Status report retain logs for more than 21 days
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: Due to internal audit politics we need to increase the time limit to keep more data in the Process Status report. Unfortunately…
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FCR: Regarding the availability of the text color change feature in Workflow
When configuring an action task, such as a ToDo task, users can enter freeform text and specify the text color in the Info Text and Description fields. We understand that this feature is intended to allow users to change the text color. However, when the workflow is executed, all text is displayed in black. The situation…
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Adobe PDF in Workflow
Our report books are currently being run in a workflow. The only available outputs of report books are excel, however, we present to management in PDF format. This creates a lot of manual lift as each report book has to be exported (or emailed) and converted to PDF before sending to the end user and we have upwards of 32…
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Support Vertical Stacking of Modules in Combined Grids (Beyond Horizontal Layout)
Summary Enhance the Combined Grids UX capability to allow vertical stacking of modules (grid sections) in addition to the current horizontal (side-by-side) configuration. This would enable builders to present multiple modules in a single continuous grid view, improving usability, reporting clarity, and reducing the need…
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Anaplan XL - Setting a Report Property: Which Sheet Is Displayed Upon Opening?
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: Setting a Report Property to Determine Which Sheet Is Displayed Upon Opening When a file is saved, the report currently opens to the…
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YTD Should Exclude Current Month and Include Actuals Only
Currently, Anaplan’s native YTD (Year-to-Date) calculation includes the Current Period, even when that period contains forecast values. Issue From a financial planning and FP&A perspective, YTD is expected to represent Actuals only. However, Anaplan calculates YTD including the Current Month, which can contain forecast…
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Aligned by Design - A proportional cascade framework for multi-level forecast reconciliation
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: In enterprise planning and forecasting, we aim to produce statistically sound forecasts at multiple organisational levels (e.g.…
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Aggregate planner commentary together with financials as insight rolls up across the organisation
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: In planning and forecasting processes, large volumes of textual commentary are captured at detailed levels (e.g., line items,…
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Leveraging Corporate Knowledge in Forecasting via Text‑Based Analytics
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: Enhance forecasting accuracy and responsiveness by incorporating corporate knowledge captured in unstructured text (e.g., management…
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FCR - Ability to export client.staging table data for analysis
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: During data loads, specifically integrations (APIs, ADO, 3rd party) to have the ability to export or view the data that was loaded…
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Best Finding for Truly Understanding Optimizer (Conceptually & Technically)
🚀 Best Finding for Truly Understanding Optimizer (Conceptually & Technically) One of the most effective ways I’ve found to deeply understand Anaplan optimizer both conceptually and technically is by working hands‑on with Excel Solver. Why? Because Solver forces clarity. It makes you explicitly define: 🔹 Decision variables…
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When loading YTD data in import do not automatically clear the periodic data
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: When importing Amount data, the periodic_Amount field is automatically cleared. This should be optional so user has control over…