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Best Practices: Building Dashboards
Here are some great tips from Anaplan Solution Consultants on building dashboards. What have you learned? Share below! * After meeting with the customer to understand their dashboard needs, consider building the dashboard(s) and then meeting with the customer to iterate on what has been built * To make it easier on…
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Setting up dimensions and measures for charts
Hi, How can I specify dimensions and measures for my bar chart or a coulmn chart.? When i try to select a range then it is automatically picking up the x-axis and y-axis, but I want to set that differently in a chart. Could you please help me with this query.
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Ruler in Design mode
Hi everyone, I think it would be useful to have a ruler on the top of the window in dashboard design mode. that ruler would help us positionning dashboard differents elements and make dashboard designing easier and fun. have a nice day Regards Patrick
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Drop down menu in Dashboards
Hi, How do I add this drop down menu in a dashboard? I've attached a picture as an example. The drop down menu North East District 1 lets me choose which district info I want to show. I'm not sure how to add a drop down menu like this in other dashboards. Thanks, Amanda
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Waterfall chart doesn't work well with LineItem Subset
Hi, everyone, I'm having some trouble with creating a waterfall chart to analyze the all the factors of ups and downs between actual and forecast. First of all, I created a module (A) with all the factors as lineItems including star, subtotal, and end summary, and then, because I have to do some filtering and other sum-up…
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Urgent Help..Anaplan Cloud Error
Hello, Hi All, When I try to click one particular assign action on the dashboard, this error pops up. Does anyone have any idea or suggestion? Thank you in advance..!!
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HELP: The "Ok" button in my sorting window disappers
Please see photo: As you can see, there is no options to select "Ok", "Cancel" or "Remove sort" as it should be: I tried to shut down google chrome then started anaplan again but the issue remains unresolved. Please help.
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Making a module "read-only" in Dashboard
I have a module that is used in two dashboards. One is an input screen and scrolls top to bottom with users changing information, etc. The other is a summarised view of that same module where I don't want users changing the information shown. Without creating additional line items and that users will be in both summary and…
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Tips and Tricks: Personal Dashboards
Personal Dashboards: What Model Builders and Administrators need to know The Personal Dashboards functionality in Anaplan finally grants your users the flexibility they’ve been craving on their dashboards. However, careful administration is needed to fully capture the value for your organization and minimize frustration…
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Bold Columns
Hi, Is there a way to highlight a column in bold within a modul? I have a situation where the line items are rows and the columns are the List items (Departments) which roll up into the Parent Divisions. Is there a way to apply conditional formatting to the Division columns only? I have looked at previous questions…
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Refresh Image with Filter module
Hi all, In a dashboard, while looking at the properties of a product I would like to see the product image just next to its properties. In order to do so I put a image which gets the url in a central module for the product properties. I added also a filter module that enables to filter a unique product with some criterias…
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Can you use the synchronised page item in a filter?
I have published a number of modules to a dashboard with a synchronised page selector on a shared list. I now want to publish an Import Action to the dashboard that will import from a View to a List, BUT I want the View to be filtered on the shared list so that only the currently selected page item is present. So the…
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Can't insert new item to empty numbered list in Dashboard
If you publish a numbered list to a dashboard so that a User can insert items and then enter property values it works fine as long as there is at least one item present. However if you clear the numbered list then the option to insert an item is greyed out and I have found no way around that. Even if there is one or more…
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Open multiple dashboards on selected item but prevent further sync between tabs
Hi all, I've published a list into a dashboard and a context button. The user can therefore select items from the list and, by clicking on the button 3 different dashboards could open up, on the current selection. Unfortunately, as the list is the same and sync is enabled on the dashboards, flicking between them means the…
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Sort data based on multiple columns
Morning all, Am I missing something or I thought it was possible to sort records based on more than one LI ? I want to easily order some transactional records based on status, then priority (I "coded" these two LIs so that they are numerics) but I could only apply the sort based on one LI. Am I getting confused with Excel…
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Hide/Show entire modules in a dashboard (and update subsets?)
Hi all, I'm trying to identify the easiest/best solution to allow the end user to select a specific member from a list, select a specific calculation type (and therefore update relevant subsets) and then show/hide the relevant modules that use that specific calculation, hiding everything else. I'm not 100% sure which is…
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How to showing the data and total amount as per user setting ?
I have a list 'subportfolio' data as follow - All Subportfolio A14 A15 A16 A17 And a module 'P&L Data' with subportfolio and line item (Rev, Exp, Total) Now the user want to see the P&L data as per their settings, i.e Grade A consists of A14 & A15 Grade B consists of A16 & A17 One way to do this is by making a 'Grade A'…
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Disabling line item values
Hi Team, Is there any way in Anaplan to disable a list item value which is used by another user in a input dashboard. Regards, Devika Venugopal
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Export to Excel and PDF on iPad
Hi Anaplaners ! It's look that Safari or Chrome cannot export table to Excel, CSVs or PDF files from dashboard on their iPad. We got some users that need to access there data offline. They are currently moving form laptop to iPad and iPad pro. On there laptop they get used to Export as Excels or PDFs. but it doesn't seems…
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Copy % inputs to children (within a module)
Hi, Is there any functionality similar to breakback, but instead breaking the values (%s) equally accross children, i want to copy the value accross childres. I am trying to enter growth % at company level on a line item in a module, and i want that % to be copied accross departments (departments roll upto companies)…
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Changing Font Styles
Hi Team, Could anyone help to me understand, is there any we can change the font size/format in anaplan dashboards. Regards, Devika
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Open Dashboard Button from another Model
Hello everyone, I would like to know if it is possible (and how ?) to create an "Open Dashboard Button" on a MODEL-A which open a Dashboard from another model (MODEL-B) from a same workspace ? I hope my question is clear enough. Thanks you for your help and don't hesitate to ask more details if it wasn't clear. Have a…
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Synchronized Paging for 2 same dashboards with 2 page selectors (Scenario comparison)
I am trying to compare 2 scenarios in a dashboard. For that, i need 2 sets of same models ( Revenue, Expenses , P&L models ) side by side in a dashboard. If i select a scenario, i want a synchronized selection for all 3 modules (expense, revenue, p&l) on the left side (which i can do by selecting checkbox for synchronized…
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Deleting an index value based on the deletion of another index value
Can someone help me with, how we can delete an index, for eg : When I delete #index 01 then #index 05 should get deleted automatically.
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Map Chart Formatting Pointing to the Wrong State (USA)
Hello, While trying to use the Map Chart to display Sales in Dollars by state, I noticed that the formatting and tooltip used in the chart is pointing to the incorrect state. For Example: In the picture provided, on the Map Chart, Colorado is being formatted and displaying sales based off of California data. From what I…
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Dashboard - settings of initial page
Hi Everyone, When we set up our dashboard, we use "initial page" to put the default landing selector. It worked in the past. But recently we noticed that "initial page" can not be changed any more, after you publish the first time the dashboard. The yellow highlighted section is fixed to the "..." and can not be selected…
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Providing AND operation in calculating a line item.
IF ITEM(Status1) = Status1.Test AND 'ModuleName1'.ColumnName1=Status2.Test2 THEN 'ModuleName1'.Value[SUM: 'ModuleName1'.Type] ELSE 0 Can someone help me with the above formula, Is to ok to use an AND operation for the above calcualtion.
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Default value for page selectors
Hi, Could anyone please confirm, if there is any way to set default values to page selectors? My requirement is to get the top level hierarchy as the default value when a dashboard opens. Thanks & Regards, Devika
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changing the axes scale
Is there a way to set the axes scale ( or min max level ) on the x-axes of the graph ? ( i do no think so , but how do you control the view of a chart ? in below example i do no want to see the negative. ) ( I understand that we do not have dynamic time scaling in graphs yet and i cannot control therefore that in this…
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Graphe with 2 ordonate axes.
Hi everyone I would like to know how to add a graph with two ordinate axes (one on the left and one on the right) in a dashboard? Regards, Patrick
