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Management Reporting - Variance Calculation Enhancement
Really great being able to do variance / variance % but being able to do other simple calculations - addition, etc would really add something extra to here. It's probably already on the list somewhere @sprender but just wanted to raise it up just in case!
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Number Scale Line Item Format
Similar to how we select on the KPI cards front end. Numbers get very clunky and unreadable in Anaplan after they get into the millions of dollars or units. You can create a formula and do this calculation manually for every line item today, but that is very tedious. Maybe it needs to be a master line item module display…
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Column settings update
Currently, column setting is only allowing to select 1/2/3 lines for label height. It would be great to have the flexibility in setting the pixels rather than selecting 1/2/3 lines (which can also be adjusted by dragging the column height similar to row width).
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New UX: Context Aware - Board and Worksheets PDF Exports
Currently Management Reporting has the ability to export in bulk for static context selectors. It would be a huge improvement for both Management Reporting and Boards if we have the ability to export PDFs that are context aware. For example, if I have a a set of cards on a UX page and I have items in that list (1-5), then…
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Quickly add/remove/change models for pages that are linked to more than one model
Currently in the UX manage models area, you can quickly change the model connected with a page if that page is only linked to one model (green X). If that page is connected to multiple models you can't (red X). Propose increasing functionality to allow quick add/remove/change options in the UX manage models area. We…
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Change Model There Colour
It would be useful to be able to set Production Models header or background colour to something different to Test or other non-production Models. During development activities switching between models in different browser tabs and windows can lead to changing a formula in the wrong model. I've seen in other Finance Systems…
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Description Box on Worksheet Primary Grid
Currently Description Box on Primary Grids of Worksheets are not available and these description boxes are available only on Boards. It would be great if we can add these small "i" icons aka description boxes on Worksheets as well because there is no other way to write certain text that would have helped end users
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Building Box New UX - warning icon
Sometime we get a little info icon in the bottom left corner indication we can’t do the function or something wrong. Unfortunately it doesn’t tell us what is wrong. Tried right and left clicking on it and nothing. Are we able to make it bigger and be able to pull back why we are getting it? We get this function in building…
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View more decimals precision when hoovering/selecting a calculated cell
Hi all, It would be great if in the UX, an end user would see all the decimals precision (not only the decimals precision as set in the number line item formatting) when (s)he hovers over a calculated cell or when selecting a calculated cell. Currently when a calculated field is referring to values from other line items…
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Drill to Transaction Functionality in the New UX
Drill to Transaction Functionality is considered critical for some partners/clients as it's functionality that has no alternate solution. I have heard specifically from FP&A implementations regarding allocations, as well as ICM use cases, but would love anyone giving kudos to leave comments with additional examples of it's…
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UX - Dynamically size the height of the Grid Card based on contained data
Currently within the UX, the height of a grid card is fixed by the page builder whilst designing the page. When the number of rows displayed in this grid is dynamic based on a page selector, it is difficult to define what a good height should be here. This leads to situations where there is either excessive white space in…
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Application link check from Model
Hi Anaplan, It would be great if we can get a functionality to check from the model as to which all New UX applications the Model is linked to. As if we are working on a MSP model, it gets really difficult to track as the model is linked to which all New UX Apps. Thanks, Shivankur
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Quickly duplicate cards on page without having to save them as template
Currently we only have a option to save card as template which is great. But there are many instances where I just need to duplicate a card/grid/etc and not need it saved as a template. Its cumbersome to have to either resetup the grid with specification or to create a template then use and delete it. Thanks!
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Mobile App / Dedicated IPad version
I’m regularly using my IPad to work in Anaplan. As such a user, I want to have a dedicated version of the Anaplan App that has a closer resemblance with the browser version. The current version reshuffles any dashboard that is not specially adjusted to work in the mobile phone app. This would simplify to review quickly…
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New UX - set default colour palette
Hi all, It would be interesting to set a default colour palette per workspace/app/... in order to customize to the client. Currently everything has to be changed manual for each chart & graph. On top of that actions et cetera are always blue. All the best,
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New UX Synchronize Selection on Charts
It would be great to add the synchronize selection feature to charts in the New UX, just like it was available in the classic dashboard setup. We are migrating dashboards over from classic, and we have lost the ability to select an item in a pie chart, and have a table below sync a context selector on the page board. I…
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New UX - pages/apps to remain visible after source model archived
My request is to have pages/apps to remain visible after source model has been archived for page builders. The pages can be greyed out and inaccessible (similar to archived models), with the pages and linked archived model showing in the "Manage this app" -> "Show Models" window. Currently, when the source model of a UX…
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Current Period as the default value in NUX
In NUX when opening a page there is no way to set the default time period to the "current period". You can apply filters but then you only see that period as selection where you actually just need it to land on latest period with all other periods still available
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Dependent access on Create Forms.
Dependent access settings are not recognised on Create Forms. I.E. You can set up line items that are formatted with dependent access and include these as part of your form but the dropdown on the form will not display the dependent items. Instead, all items are shown in the dropdown. When displayed as a grid on a page the…
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Provide visibility of the disable date of a user in the Administration app.
Request is to add a date field to the Details tab under Users where you can see the date on which a user was created and, more importantly, when a user was disabled.
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Quick Sum not working in Pages (in some cases)
I have published a module in Page after adding certain filters. After publishing, when I click on the column header, Quick Sum Bar behaves erratically. It some time shows the sum/other details but most of the time shows the error "Your selection exceeds the amount of data that can be retrieved from the sever". The error is…
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Filter a table based on extra dimensions not present in the module
Anaplan page building would be greatly benefited by the ability to set a filter on a module based on a line item that has additional dimensions - those dimensions would then be added to the page selector area, and the filtered table would respond to changes in page selection. For example, if I had data dimensioned by SKU…
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Ability to label context selectors
It would be helpful to have ability to name the context selectors so that it is clear to end users. For example if they see at top level ones it may not always be crystal clear what dimension that is.
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Posting Action/Process Details to UX Pages or Dashboards
Some background info: my tenant has around 30 model builders and over 100+ end users who are not model builders. We employ a hub - spoke model structure and often times the non-model builder end users will need to run actions from the dashboards or UX pages and are unable to see the most recent run details since those are…
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Undo option on Report pages
When making edits on the Report pages it would be very helpful to have an option to UNDO changes (even if its the last change). Often if you are trying to align cards things get moved and it takes time to go back and add them precisely.
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Enhanced NUX Drill Down
Currently the drill down functionality within the NUX does not offer the ability to filter/auto filter zeros, sort or maximize the drill down window within a board or worksheet. There are some updates that I'd like to see to the NUX drill down functionality so that it more closely resembles the classic user experience.…
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Drill down - option to drill down through formula or a specific dimension
Sometimes a user is viewing data at the top levels of a number of dimensions and then wants to see the underlying formula for the line item. It is very painful for them to have to drill down all the way to the bottom of the hierarchies before being able to view the formula. It can often take up to 10 drill downs to finally…
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Email Notification works with workflow
It will be great if we can automate the email notification with the workflow status changed. Also so user can customise the default email content and users w
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NUX - Worksheet Additional Insight Grid Card Hierarchy Filter BUG
Situation: On NUX Worksheet Dashboard, the Main Grid shows the summary view by SKU (Level 1) and pairing with Additional Insights Card - Gird view below shows the view at the lower level (Level 3). the Additional Insight Card is set to sync on Hierarchy based on the selection from the Main Grid. During instances where…
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LIST FORMAT: Able to select any member if list hierarchy
In setting up Initiatives or Allocation Rules, I would like the end user to be able to apply it to any level of the Hierarchy ie Product. You can create a flat List with the parents in it but visually it would be better if it was the actual Hierarchy List. From there the rules can be applied. The solution is better for the…