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Changing fiscal year start month without losing data
I've got a model in to which I've input monthly data running from February 2016 to present (January is empty). As February is the first month of our fiscal year, I want to change this from the default January. After doing so, I get the following pop-up: [quote]Changing Time Settings is a potentially destructive action and…
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How to publish Combination Chart
Hi Anaplan Users I'd like to publish Combination Chart into certain DashBoard. but I coudn't publish it. I can make one but when I click "Publish To Dashboard", It cannot be published into Dashboard. Does anyone have same phenomenon ? If necessary, I'd be glad to provide a further information. Thank kyou for your replying…
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Dashboard Best Practices & Example
Dear All, My objectiv is to gather the Best Practices and Examples of Dashboards to improve the customer experiences and play with all capabilities of Anaplan. Apart from the main Best Practices available on the Learning platform, there is a very few Tutorial or Sample of interactiv and original dashboards. If you have any…
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Sync Between different lists on Dashboards
I have two Dashboards with modules on them using different lists. Dashboard 1 module has list l1 which has many levels of Hierarchy and the other module in Dashboard 2 has list l2 which is made out of the lowest level of hierarchy of list l1. Now what I want is that if I choose a certain list member in the module element…
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Chart Scale Resizing Behavior
Hello, Has anyone seen this behavior on a chart? It doesn't always happen so I suspect that it depends on some edge cases in the values being displayed. In cases where it does happen it is repeatable however. (Reload the dashboard and its back to normal and then repliciate the process shown here.) Selecting a different…
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Formatting on non-lineitem dimension
Hi, I have a requirement where users want to have ability to manual key-in or formula by colums while they still want to do formating by rows (make header/summary/conditonal color formatting....) I know that Anaplan only support lineitem dimension to have formula or formatting. But is there any workaround for this…
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Formula for Selected Months
Hi everyone, Warm greetings to all! May I ask how can I make a formula applicable on selected months only? Thank you!
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Customizing line items based on Page selector
Hi, I want to hide/show certain line items based on item selected in Page selector. How can I do that? For instance : I have items in a page selector : x,y,z and line items : a,b,c,d,e If x is selected then only a and c needs to be shown. Is there a way to do this?
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User Specific View
Hi, We created a download page (basically a dashbord) and we guide our users to it but they need to filter on themselves in order not to get everyone's data. Is it possible, for any given dashboard, that Anaplan recognizes who the user is, what "region" and "products" and "team" they are aligned to rather than show all…
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Referenced on Dashboard
I have noticed that referenced by only shows where a module is referenced by other modules. Is there a way to see if a module is used on any dashboards? Thank you, Mark Peck
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Time - Synchronize Selection bug? (column)
Hi, I have published page selectors to a dashboard which include Time but when I select any of the months, the module does not sync to show that month only. Also, If I select any period beyond what shows as the default (selecting May 16 when Q1 FY16 shows by default when opening dashboard), then the module will not even…
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Page Breaks in PDF Exported Dashboards
Hi Everyone, Is it possible to control where the page breaks when exporting a dashboard to pdf, for example to ensure that an entire module view is fit to one page instead of cut in half? Thank you.
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datetime
hi guys, I am just starting . . . . perhaps stupid question: is it possible to display the datetime on a dashboard when an action button has been pushed ?? Herman
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Dynamic line charts
Hi - I would like to create line chart showing sales over time. I have over 20 products, so I'd like to show only one product on the chart at a time. Is there a way to make the chart sync with a page selector on the dashboard? Thanks
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CHART (stacked bar): page filter with YEAR selection; X-axis has 12 months
how to model the module that you can create a page filter for YEARS with gives a 12 months table/chart ?
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When should I produce a report versus a dashboard?
There are many times when I am trying to determine the difference between using a report (via the Excel Add-in) or a dashboard. So, what's the difference? Reports Reports are general management formatted reports that are distributed, think "board packs." They are: * Generally static in nature and have the same elements…
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Best Practices: For end users
Here are some great tips from Anaplan Solution Consultants on helping out our end users. What have you learned? Share below! - Use the green dot menu functionality to: * Narrow the focus of the content/data in the model * Filter dataMaximize the view of a grid * Search selected grid for details * Set percentage sizing…
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Best Practices: Designing Dashboards
Here are some great tips from Anaplan Solution Consultants on designing dashboards. What have you learned? Share below! - Questions to ask the customer and yourself: * How does their use case determine the dashboards needed? * How does the model flow? * How will the content/data be consumed? * How does it need to be…