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Management Reporting Additional Insights Formating
Use of additional insights in Management Reporting is great - having dynamic commentary boxes is what we're using is most for. But feedback from end users is that they would really like to be able to more dynamically format the text like you can with a text box. Don't want to have to give "page builder" to every user as…
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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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UX Page auto refresh when Cloudworks runs the data import
Currently when a cloudworks job update data in the module. The data in the grids does not update unless you manually refresh the page. This creates a not so ideal User experience. Ideal experience will be to auto refresh the grid, it does happen automatically if the actions is model import, export but not with cloudworks…
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Comparative Version
Would it be possible to add a "Comparative" or "Prior" version along side actual, forecast, plan. This would enable to fully utilize reports in NUX.
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Group Models on ALM on Home Page
Building off of other ideas where models in ALM can be represented in different colors. It would be nice to group all models on ALM under one launcher. For example, if we have DEV, UAT, PROD for an Incentive Compensation Model, a user would initially see "Initial Compensation Model" under models and then be able to select…
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"Always Open on Current Page" Impact on NUX Dashboard Design
We have recently run into an issue where Views designed for the Classic UX published to the NUX are mismatched on common dimensions because of "Always Open on Current Page". When saving a view "Always Open on Current Page" is checked by default. When multiple common views that share dimensions are published to the NUX, you…
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Be able to format graphs
We should be able to easily format graphs in the UX without having to create a separate line item. (The same way we can with a card.) For example we should be able to format a graph by millions. (From 3,370,000 to 3.3M)
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Extending the number of cards to publish in Apps page
Suggest that the limit of publishing cards in Apps will be increased, to address the extensive reporting formats
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Upload Image for NUX
Anaplan don't allow to upload images but there is the possibility to show them only with the use of links. This can indeed streamline the App but it can generate some problems where some clients have restrict web access in regards to websites that are visitable. It would be great to have the chance to upload image and -why…
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Ability to auto-name PDF based on context when exporting from Management Reporting
When exporting a PDF - the name is always the name of the page as it appears in the app. It would be good if you could configure this so that it recognises the context of what you were exporting, but could supplement this with text. E.g. if you were exporting a board pack, you could select the context of "Europe" and…
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Enhance Users list with Subsets by Role/Manual/etc
We use users list in many of our filters modules/line items but the usage of the filters might be only for some set of users. We don't have option to use the relevant people only in users list for these modules. Which will result in more sized modules. Having option to manage subsets in users list by role or by manual or…
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Ability to Show History in NUX While Viewing Drill Down
Currently users are able to self-service via NUX to show the history of a cell's values. This is not possible if the inputs are indirectly referenced and not available on a dashboard. Since users are allowed to show history when viewing a grid on a dashboard, the users should also be able to show history during drill down…
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Formatting options for excel export
Hi, It would be great if we can have formatting options to separate subtotals, totals, list items which enables readability in excel exports. Thanks, Aravind M
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Conditional Formatting using "Relative Values" and Operators
It would be nice to have the option to use operators in conditional formatting. For example, at the moment, we have the option to decide which line item we would like to apply the conditional formatting against, and the option to use values from another, or the same, line item. However, we need to determine the "absolute"…
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Keep deleted Pages for 30 days
Add the ability to "Restore Deleted Pages" for each app up to 30 days after deletion. We've ran into this issue a couple of times where someone deletes a page and the page needs to be recreated completely which is time consuming when the page is heavily customized and not just a module view dropped in.
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Improvement of Report page: add a slider to the Insert data menu
Hello, All! I have an idea that will speed up the process of developing the "Report" page. In the "Insert Data" menu field, you need to add a slider to quickly scroll through the line items. This will greatly speed up the process of creating dynamic text fields, because now it takes a lot of time to scroll to the end of…
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UX - Better Color Coding / Formatting
In the NEW UX we recently saw Format & Style modification modifications capacity. Its a great tools for Reporting nevertheless we could enhance the fonctionnality 1) Possibility to select specific line items to applies Format & Style 2) Possibility on Non Productive List to applies Format & Style to specific element. 3) It…
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Enable users or page builders to specify calculations outside the model
In addition to being able to calculate variance with subtraction or percentage, provide the ability for users or page builders to specify calculations to be executed in the user experience. This functionality might be used to convert units to K units or M units.
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NUX Forms - Create sub-headers between fields
As forms in the NUX have the ability to add an unlimited number of line items to it, it would be great if we can insert sub-headers to better group fields together. The ability to add line items which are formatted as headers in the related modules could be one solution.
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Management Report Variable Font Sizes in rows and columns
Customer request for enhancement to be able to change font sizes for items in rows and columns in grids and tables for all page types. For example in an income statement, the ability to increase font sizes for summary items such as NET INCOME or FULL YEAR in rows and columns respectively so that these items stand out more.…
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No log-in page when users click page link in notification email (with SSO)
Hi, We enabled SSO for all users so it's seamless when users log-in via our SSO with our SSO sign-in link (without type in email nor select “Sign-in with SSO” in regular log-in page). However, when users click on the link in notification email, users are directed to the normal log-in page (if they're not signed-in yet)…
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Creating a new user account
New users don't get a link to create a password, i.e. they do not receive the activation email from no-reply@anaplan.com. It's not a matter of the junk or spam folders in their inbox. This seems to be a very common problem.
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Management Reporting - Ideas
Within Management Reporting, it would be nice to have: Font Styles The ability to upload images from your computer More shapes Ability to change formatting within a referenced variable in a text box (this would probably be difficult but maybe a preview of the variable could show and then you could format that text)…
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Selective Access to allow List Subsets
Beyond, or in lieu of, the ability to secure a user with Selective Access via a General List, administrators should be able to secure via an existing Subset. We have calculation modules driven by the Subset, and we duplicate this cherry-picking in the setup of Selective Access on these Lists, which duplicates effort and…
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Adding some features in Management Reporting to Dashboards
It would be nice to add the text feature where you can link to a Module therefore adding titles with the Regional Name or Current Period into it. Also free to place images / grids anyway on the Dashboards and have the same ability to push back etc. Currently the Dashboards can create empty space and is limiting on the…
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Excel AddIn Enhancement - when refreshing values, remove old values if dimension of table changes
Suppose that you have an Excel add in output with 10 rows and 10 columns of values. No suppose that the user ‘unticks’ or ‘unselected’ columns in the Anaplan addin and the updated extract produces output of 10 rows and 8 columns, previous values (2 non-updated columns) keeps their values. It would be better if the old…
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Offline Models visible (no data) on NUX causing user confusion
Offline models are visible to users who have access to it. This becomes very confusing to users in case an offline model is added as a source to the a NUX dashboard to which they have access. This is generally done in my Organization for prod parallel testing. Although users access can be taken away among other ways but…
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Customizable separator lines between List Items and "Click to switch to next product" function
Hi team. We have our Worksheet NUX Page set up like this. (Please refer to the attachment) What we want: 1. Separator line between products (List Items) should be customizable. So that users can clearly know which product they are focusing on, thus improving efficiency. 2. Proceed to the next product upon clicking on a…
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REQUEST: extension of Actions to KPI/Image Cards
REQUEST: Allow the Page Builder to do the following for a KPI or Image Card: Configure Actions select an action (I want Data Write) Setup the action Publish the End User can now click the Image/KPI and the action is performed. This would be limited to a single Action.
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Dimension should be synchronized to Additional insights cards when selecting line items under it.
Hi team! We have our Worksheet layout set like this. (Please refer to the attached screenshots) When user select the ‘Product’ on the very left of the Worksheet, Additional insights will be synchronized. (Screenshot ‘input 1’) The problem is, when selecting any line item cell under the ‘Product’, Additional insights will…