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New UX: enhance showing/hiding rows and columns by end users
There are multiple improvements that would help end users to operate with grids in Anaplan. There are multiple solutions in different systems that people already used to, and which are great for narrowing/expanding field of analysis. Let me include few of them, I think both Model Builders (who now need to replace these…
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Organise Apps in order of recents
Would organising Apps on the homepage in order of most recents help the navigational experience for end users, Additionally would a filter that allowed end users to filter based on their preferred order be a good addition? Lastly allowing users to pin content to the top of the categories?
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Scheduled export of Reports and Pages from Anaplan
Can future development of Anaplan include the capability to schedule delivery of Pages and reports to individuals via email? This would be excellent for providing reporting views to management and would be a great benefit as well as match what is standard capability in packages such as Cognos or Hyperion.
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Expanded Cards - Refresh Functionality
Allow for Refresh Functionality on Expanded Cards. When expanding cards, UX Title and Selection Icons - in particular to refresh button should remain visible.
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Broken axis for waterfall charts
In cases where waterfall or bridge charts have first and last columns that are quite large relative to the intermediate values, a common visual improvement is to permit "broken" axis to emphasize the intermediate values. Can we get this option added to waterfall charts? See attached image for an example.
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Ability to show and freeze Top level element on Grid (top/bottom and left/right)
As a model builder I want to have the similar feature to the Freeze cells (columns and rows) in Excel especially I want to be able to freeze top level element of the list used in a published module so no matter how I scroll the table it stays on the top or bottom of it and be able to select how top level elements of the…
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New UX chart to update when a chart displays data which is a context selector of other chart
As a page builder, I want to define the context update source on a chart either series or axis. Today charts are synced on the x-axis but I want the option to sync on the series selected instead. So that I can set it up for my end users to update context when clicking a column on a chart to the relevant series or the axis…
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Add pictures to model tile in workspace screen
As a model builder / end user I want to be able to have the tiles associated with the models in the dashboard landing page show a picture instead of just a title so that it is very easy and quick to identify which model is which. I have a lot of different models and a way to easily distinguish between them and make them…
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UX: dynamic narrative of text for Boards and Worksheets
https://help.anaplan.com/594e1b9e-83c6-4041-ae2d-eb80335bda29-Use-dynamic-narrative-on-a-text-card Would be great if we could add dynamic narrative on a text card not only in MR, but across all UX types. It could make UI more compact so depending on selection users can get different insights. And it will not look like a…
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UX Idea: Card type "Field" with link to be editable
Field card with link-formatted line item is non editable. Now I can use only text-formatted line item as a field if I want to enter the link address. Would be nice if line items with link format was editable as it is available in Classic UX.
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Upgrade Model search to ignore apostrophes (' or ’)
As a model builder i want to be able to search quickly through the entities of my model. Frequently I have to examine formulas which most of the time have references from the other line items and modules which have special symbols in naming (i.e. a dot (.) in module named '8.15 Transport tariffs options (Month)') So if I…
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Select page link arrow position or hide it (>)
Idea: As a page builder I'd like to be able to choose there to locate the arrow next to the page link or even disable it. Usage: Talking about linear workflow it's not always that you (as a user) want to go downstream of the workflow. And looking at some cards can be confusing especially to the ones who are new to the…
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Option to display list properties on a grid
Customers very often request reports in which to show together properties and Time dimension as columns, similar to what they are used to see in an Excel: As of today, this is quite difficult to build in Anaplan. The most common solutions to deliver this requirement are: * OPTION A: Nest Time with line items on the columns…
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Add more customization options for the line, bar and combination charts
It would greatly enhance the user functionality if I could have more options for customizing the graphs. Mainly in respect to controlling the width of the column charts, being able to do dashed lines and other customization options that are already available in most of the other tools (and excel).
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Brand Colors for New UX
As a consultant, we are building for multiple clients at a time. While we tend to have our own color schemes, most of our clients have their own brand colors that we would like to use if possible. To make this easier, we would love the ability to identify a number of brand colors (possibly per workspace) that we can easily…
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NUX Filters/Context Selectors should Match Old UX and View Functionality
If a View made up of multiple dimensions has top-level summary items selected is published to the NUX, the same functionality where the view would essentially be "locked" is incorrectly represented in the NUX. Context selectors appear and a user is able to filter on elements they shouldn't have access to in narrowed view.…
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Multi-select option in UI
The option to select multiple items from a list to populate a cell would be a big win for us e.g. a language field, where I can select multiple language and the cell would then be populated with "English;Afrikaans"
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REQUEST: Allow Notifications to direct to a page in another App (same Model, same WS).
REQUEST: Allow Notifications to direct to a page in another App (same Model, same WS).
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Merged: REQUEST: expand/collapse all UX landing page categories
This discussion has been merged.
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Ability to change the structure of the UX landing page
Customer wishes to modify the format of the UX landing page to push users toward only going to Page or Apps and ignoring Models section - or hiding this section from end users.
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Show / Hide Categories in NUX App based on user role
In my experience most Anaplan implementations focus around a main app where the most users do their work, and most roles are likely only focused on a handful of pages. But as-is they will be faced with the full list of categories of in their dropdown, even if they can't go there or do anything. I think it would be a major…
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Add "Save and Close" option when changing Page settings
As a page builder, I want to be able to Save and Close the page settings dialog in a single click, so that I can save time and be more efficient with my work. As of today, I find that the majority of the time I press the Save button on the Page settings dialog, I immediately want to close the window. A common example is…
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On charts: Allow labels to draw values from separate line items
On charts: Allow labels to draw values from separate line items instead of just the ones used to create the chart. A frequent use case is to create a column/bar chart where the bar length should represent a number but the label should represent % of base.
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Create form in Dashboard with Instructions
It would be nice to have an option to provide a message when creating a form from Dashboard in order to create an item in a list. That way the end user could follow the instructions and understand the requirements in the pop-up window.
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REQUEST: Allow for PB to 'Configure Actions' for a Page.
It would be nice if Actions could be added to a Page not just Cards. There are times where the user might need to run an action/process that is more Global/doesn't go with a particular card.
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Management Reporting - Advanced Variance Calculations for Percentages
A current pain point I am experiencing is displaying variances in the calculations column within Management Reporting. While the addition of this feature solves some downfalls in the model for building complex variance columns with different formats, the downfall is the ability to produce an accurate variance on…
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New UX: Restrict Editing on Field Cards
Can't find this as an existing idea! It appears that Field cards are always editable. I find that Field cards sometime make more sense when added in a bunch (compared to KPIs) and also look better to show some System Mapping fields. However, it is not ideal that the users are able to change these mappings. Can we have the…
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Synchronize on a cell level rather the clicking all individual dimensions
If you show a module with multiple dimensions as row and/or columns and you display more details on the same page/dashboard it would be great if the system synchronize by clicking on a cell. This is intuitive behavior of end users. E.g: Jan 21Feb 21Mar 21Customer AProduct 1 Product 2 15 Customer BProduct 120 Product 2…
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Management Reporting: Remember/Store Custom Colors: preferably pre-defined palette
This was raised by 2 customer page/model builders (who were guest presenters in yesterday's Nordic Anaplan Group workshop) - I submit to Idea Exchange on their behalf: It is very good that Anaplan Management Reporting allows builders to select any colors so that they can use the customer official color palette, thank you.…
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Enable "Show/Hide" for context selectors in the Custom View Editor window
When using a custom view, limiting the selections for a dimension that is set as a context selector a user must exit the custom view editor make that change from the Board Designer screen. It would be a page builder / model builder workflow improvement to allow the same "show / hide" functionality for the context selectors…