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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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N/UX Process Prompts
Previously processes run in N/UX apps for models would prompt a user to confirm processing once the button was clicked. No longer are prompts available and processes immediately run without being able to see the actions associated within the process. When processes with file loads are run, a prompt appears to not only load…
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Expand "Tree View" for Lists beyond 1,000 items
Lists automatically convert from "Tree View" to "Grid View" once the 1,000 item limitation is reached. In my opinion, the Tree View is much more aesthetically pleasing and easier to navigate, particularly as the data set gets larger. It would be great if the Tree View was maintained for an infinite amount of items (or at…
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Changing of Text Color based on Accounting Rules, Conditional Formatting, or Combination
Description: As the title suggests, allow for accounting rules as a boolean check box for numbers, so that they are auto-formatted to meet specific guidelines (or a profile that a user creates) such as the text is red when negative with paratheses and black when positive without paratheses. Alternatively, allowing for full…
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Changing the Source Model at an APP Level
As part of ALM functionality in New UX, we have an option of changing the source model at the page level. This is a great feature to begin with but we need more robust features on this. Scenario 1: Consider having 100 pages in an app and all of them coming from the same source model, you wouldn't want to change the source…
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NUX: App is hidden and inaccessible when all pages are inaccessible
When all pages under the App becomes inaccessible (for example, by archiving model), the App also becomes inaccessible and disappears from list of Apps. There should be some indication to user the App is hidden otherwise: - User may feel confused for App which suddenly disappeared - User is not able to create App with same…
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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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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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Document Storage
Would nice if Anaplan had even a small document repository/storage/library. Example: uploading a PDF and then having the ability to hyperlink to that PDF from an Anaplan dashboard. In the incentive compensation world, we have a lot of PDFs for signed/executed plan docs, and being able to store/view them in Anaplan would be…
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Ability to enter hyperlinks in the Anaplan new UX field card
It would be a great addition to the new UX if you could enter text set up as a hyperlink into the field card. Currently, you need to set the card as a grid to do it, which is not user friendly at all.
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New UX - Add external web links for Images
Hello, we can associate the link of a board with an image. Our end users would like to be able to associate an external web link to an image . It would therefore be great to be able to select a module and a text Line Item (link format) when configuring the image 🙏
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Assign Access by dashboard instead of module by module
Description: Assign Access by dashboard instead of module by module Example of enhancement: If you've got 10 modules on a dashboard, just being able to apply the access to the 1 dashboard, as opposed to the 10 modules that make up the dashboard. Benefit/impact: From a process perspective, biggest benefits are time saving…
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Change Time Period names by allowing an alternative
Without creating Fake time and having to do mappings in modules, why not allow an alternative to be displayed, which would simplify the build, but also give the customer the desired headings on time. They can have this simply on any other list. The example is a retail customer who has 4,4,5 and a non January start of year.…
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New UX - add option to select between "and" and "or" when filtering
As an Anaplan User I would like to filter with "or" option also, right now only "and" is available. It's critical for text and number formatted line items. In Classic view there is an option to select "All" or "Any" when filtering: Thank you
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NUX Show/Hide for line items as selectors under the grid
Hello, the request concerns Line Items as Page Selectors in NUX. It is great that we can use show/hide functionality when Line Item is displayed as Context Selector on top of the page. If I have 5 line items, but 3 of them are technical and I want to let users toggle only between two, I can do that. This also limits my…
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New UX: Edit/Change pre-existing Notification Action
With the introduction of the Notification action in the New UX, it would be great to have the ability to edit these actions once created. At the moment, once the notification worksheet action has been created there is no ability to tweak it further - you have to redo the whole thing again.
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NUX Line Item selection on nested dimensions
Hi, I would like to be able to make a different selection of line items for different members of my dimension. This is something that is possible currently in classic interface and would be great if it's also available in NUX. Please see example below: Currently, I am able to make a selection, for US I want to see 3 line…
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Editing cells while drilldown in New UX
No way to change a cell’s value while in a drill down with New UX
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New UX: Update KPI Cards to be color coded
Hi team, I am keen on seeing the KPI cards advanced further to be color coded as well (perhaps based on the conditional formatting in the module views itself). For e.g. - If a KPI number represents a growth % then the color/card text background could be highlighted as GREEN or RED otherwise. This would make the UI much…
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Ability to have multiple sort dependencies
A description of the enhancement requested: Hierarchy multi-factor sort - allow admins to easily set complex / multi-factor sort within hierarchies (sort parent by A and child by B) A story for why they want the enhancement (specifically how would it help their business process): Pre-setting a complex sort saves users time…
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New modeling experience: ability to drag and move open tabs
Description: In a classic modeling UI, we are able to reorder open tabs by drag and drop. This feature is very helpful when working with multiple dependent modules at the same time. It makes modeling easier if you can order module tabs by calculation steps for example. Example: When I am not able to order modules in tabs,…
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New UX: Ability to sort columns/rows via Show/Hide in worksheets
Currently, the end user cannot change the order of list items displayed in columns/rows in the worksheet pages. In the old UX, while selecting items to show/hide, you can change the order of the list items. With this enhancement, the end users can customize their "My Pages" better and it will eliminate the need to utilize…
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Ability to specify mandatory fields in a dashboard
A detailed description of the enhancement that is being requested: Customer would like the ability to specify the mandatory/optional aspect of a field when designing a new Form on a Dashboard. To provide more clarification, could you please explain how you hope the enhancement would assist in your business process(es)?:…
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Ability to insert "white space" rows in modules/dashboards
As a model builder, I would like to have the ability to insert a "No Data" row, or something similar, that does not require a Line Item name. I would know that I am successful when I could insert rows into a module (e.g. P&L) to break up the data and provide viewing cues as to seperation between data groupings (e.g. line…
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Pull data from multiple models into one report in New UX
Hi, It would be very useful to pull data from multiple models into the different slides of a report in the new UX. For example we have separate models for daily sales/product performance, Finance (P&L etc) and HR (Headcount). Being able to produce a single report that contains data from each of these models would be great…
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Confidence Bands/Prediction Intervals - Visualization Enhancements
A really valuable addition to the platform would be better ways to visualize uncertainty. In many parts of planning, particularly those that highly leverage analytics, thinking in terms of probabilities is important. If there’s a relatively simple way to add in this type of visual (confidence bands, prediction intervals,…
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Undo Function in NUX
Can we have "Ctrl+Z" or Undo Function in NUX like the way we have it in classic. Update from @davewaller: I've been working with Level 3 support to update this idea as there are some aspects of the undo functionality that have not been delivered within the UX, while other aspects have. * Undo of single cell, single value…
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Allow user to set default item on floating page selector
Description of the enhancement: Essentially, we have many dashboards with floating page selectors, e.g. Cost Centre list (or subset). We want to be able to ensure that the dashboards always open with the top level Cost Centre selected, not first leaf item Cost Centre. Business use case: In a scorecard dashboard, we would…
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UX Idea: Conditional Formatting Pre-saved Templates
As a page builder I wolud like to be able to save templates for conditional formatting to select it later for alike line items (with same dimensions in the same module). This will save me a lot of precious building time doing repetative tasks because currently I have to prepare CF for each line item from scratch. Let's say…
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Link to a page of another app
Hello, we have built several apps and it is becoming essential to facilitate the user experience by allowing to create links to a page of another app. For example, we could have a new selector "choose an app", then we would choose the target page as currently.