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List cell "Contains" Typeahead
Description of enhancement:
List cell input typeahead to work by "contains" typed text, not "starts with" (or make this a setting in blueprint format options).
Example: The test list contained regions EMEA, APJ and NOAM. There's a list formatted line item in the module and if I type in the letter A, user wants all the 3 regions to pull up as all the regions contain the letter A . However, if you enter an A, only APJ is highlighted. This means it is pulling up values that only starts with A (In this case APJ).
How will this improve your business processes:
There are many list items in the business which might not be recognisable by the starting characters, e.g. cost centers where often finance start them with the code. This helps users who don't fully know what they're looking for exactly to locate the option they needed by searching a keyword inside the list item.
This will save a huge amount of frustration and confusion to users, who I often help as they can't find what they needed in large lists.
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Ability for summaries to only include the items which are visible after filtering
Details of Enhancement:
Enhance filters on a dashboard to update totals and subtotals in summary rows - when a filter is applied, the subtotal should update to sum only the filtered records
How this would help their business process:
When users see a filtered view, or adjust a filter, subtotals and totals can be misleading / not correctly represent what is on the screen
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UX Grid Filters: After initial filter is applied, how do I get subsequent filters to reduce options?
I am working with a grid with a large amount of data. After an initial filter is selected and the end user moves to further filter the data with a second filter, all available options are still shown. I was expecting to see the options in the second filter truncated to just the options possible after the first filter. For example, let's say the data shows various cities with only certain products available in each city. After I do an initial filter for city, the dropdown on the product filter stills shows all products, not just the products available in the selected city. Any thoughts?
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Use Generative AI to summarise commentary from bottom of hierarchy upwards to top of hierarchy
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds:
Different roles enter and consume "contextual" data (commentary) at different levels of a product / customer hierarchy. It is the contextual data (story) that provides users a better understanding of the forecast numbers. E.g. revenue forecast has dropped by 10% compared to previous year. But why? If a comment is provided advising this was due to discontinuing a non profitable product then the drop in revenue isn't such a bad thing. Need a generative AI capability to rollup/summarise commentary entered at the bottom of the list hierarchy up to the top of the list hierarchy. This facility will truly enable connecting users at different levels with generative AI by contextualising the information at correct level of detail/summary required by the level of the role consuming the information.
For example, in a demand planning application. Demand planners would be entering their forecast commentary at a SKU level. But a CFO or CEO reviewing the forecast would be reviewing it at a product category or business division level.
How often is this impacting your users?
During planning reviews.
Who is this impacting? (ex. model builders, solution architects, partners, admins, integration experts, business/end users, executive-level business users)
Business end users. Middle / Senior and Executive management team that need to consume information entered at lower levels at a much higher level.
What would your ideal solution be? How would it add value to your current experience?
Refer to screenshots provided below for ideal solution. This will improve collaborative and connected planning
Please include any images to help illustrate your experience.
Example below shows a 3 level product hierarchy
When demand planner enters comment at SKU level (product 2). The comments box on the card is highlighted with a blue dot.
When a user select the higher level ancestors (segment 1), the comment box highlight disappears. User who would normally view information at this level loses visibility of the comments in the lower list nodes.
In my suggestion, the highlight on the comment box will still appear. When the user clicks on the comment box, it will have information from the lower leaves summarised. Similar to how chatgpt users can configure how answers are presented, model builders / users should have the ability to configure parameters for comment summarisation. e.g. to less than X number of words, provide context to quantitative impact, etc … . E.g. 700 Units and $500,000 revenue increase due to project X in July 25 and $300,000 decrease due to discontinuation of product sub segment 2 products from Sep 25. Having said that, users should still be able to add a comment at the Segment 1 level (as per current functionality supporting multiple comment entries) to augment additional information to what Gen AI has already provided.
To improve useability of data entry of comments at the lowest level (SKU) for demand planners, it would be best if the comments box can be linked to a lineitem from a module. So demand planners would enter comment against a lineitem in module which would then flow through to the comments card via a linking facility.
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Description of the page in the main menu
Hello
having the possibility to add more info about a page, in addition of its title, would be very useful for the users: they could know rapidly what's behind, or to what the report corresponsds to.
thank you
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Displaying your data as a Calendar view
Problem Statement
Ever wonder how to display your data in a calendar format in Anaplan or simply just want to have a color-coded display based on a specific alert/indicator in a calendar form?
Step-by-step guide
We just need 2 simple lists <strong>Day of Week</strong> and <strong>Week Number</strong> to start with.
Then we need 2 modules <strong>Day of Week Mapping </strong>and <strong>Calendar Map</strong> to turn it into a calendar display.
For the <strong>Day of Week Mapping </strong>module<strong>,</strong> we just need <em>Time</em> dimension at day level and <em>Line Items</em>. I've included the screenshot of the Blueprint view for reference.
For the <strong>Calendar Map</strong> module, we just need to bring all the lists together (Time, Day of Week, Week Number) with a simple SUM formula.
Publish the calendar map module into a Page and add a bit of formatting, display options, comment display and you will get a pretty useful display of Calendar in Anaplan.
Hope this is useful. Would love to see how you apply this technique. Please share them in the comments below.
Thanks.
Leo
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Number Formatting Precision / Stop dividing by 1000
I would like to propose a feature to instead of dividing by 1,000 to show items in thousands or 1,000,000 to show numbers in millions, that this is handled by the number formatting. This is a little used feature in excel where you can apply a format to a cell with the value $32,500 to display as $32.5.
In this case the underlying value is not change, just how its represented. This bears little difference to representing the underlying value of .985 as 98.5%, but provides more flexibility on the units represented.
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ability to add sub categories in apps
Currently the NUX allows to create a category to sort pages
It would be helpful to build a tree with categories, sub categories and then pages.
Preferably multiple levels of categories (3,4 ,5 , ...) but at least 1 extra would be already be helpful.
Thanks,
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UX obstacle course or scavenger hunt
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds:
As an end user, I want to upskill in UX pages in a fun gamified way such as an obstacle course or scavenger hunt, so that I can be more hands on in Anaplan while also bringing some competition and fun.
How often is this impacting your users?
Before each release while trying to be pro-active in upskilling as end users.
Who is this impacting? (ex. model builders, solution architects, partners, admins, integration experts, business/end users, executive-level business users)
Business/end users.
What would your ideal solution be? How would it add value to your current experience?
As a beginner learning option, provide UX pages for users/learners to write to the pages as a end user.
As an intermediate option, provide the ability to edit the pages for end users to create and edit the cards on pages. Although similar to Level 1 training, this would more so be a walk through of changing pages without learning the back end.
Please include any images to help illustrate your experience.
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Ability to apply filter on page selector in management reporting
It would be beneficial to have filter on context /page selector in management reporting slides
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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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How could I see the new management reporting option when I click the "Create a page" button in UX?
This question has been asked many times by clients and internal Anaplan users.
So the prerequisite is to ensure that the user account in question has the Page Builder role. If it doesn't, this is how we can ensure the Page Builder role is assigned:
https://help.anaplan.com/ea9da2fa-ffe5-4040-830d-2a0ab51d10c5-Assign-the-page-builder-role
I found that Anapedia explains very clearly that the management reporting option can be invoked by clicking the "Create a page" button from an APP:
https://help.anaplan.com/0e49fef9-6e99-4456-9912-57445d84f14c-Create-a-page
But it does not mention that this option cannot be invoked by clicking the "Create a page" button from My Pages:
https://help.anaplan.com/1f1309ac-4be8-4fc4-8d2e-376ece9c5f29-Create-a-page-in-My-Pages
I'll attach some screenshots to support this discussion.
Perhaps we can try to rename the "Create a page" button within the My Pages to some other name such as "Create a personal page" to avoid the confusion?
Thanks!
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Workflow - Add Machine task on Reject
As a workflow builder, I want to have the possibility to add a machine task after a reject, so that I can run a process or write data.
For example: A Decision task can end on Reject. Afterwards, it should run a process/task, specifically designed for rejection (Import Item, write task, run Anaplan Process).
This possibility already exists in case of approval, so why can we not extend it for reject as well?
Currently, if a approval ends on a reject, the users must still manually run a certain process in the page itself, which is part of the whole approval flow, which is often forgotten as the workflow is already finished. However, in case of approval the user must not intervene as it is already integrated in the workflow. This duality decreases user experience and causes confusion as the user must revisit the correct page and context selectors to run an action for an item which is already rejected.
Currently, we run a process which after approval or rejection reassigns the item to the correct parent (Approved or Rejected). However, we can only automatically reassign approved tasks as with rejection there is no possibility to run machine task. The user must thus manually press an action button to reassign in case of rejection.
Allowing actions after reject, would increase the flexibility of the Workflow feature, making it more adaptable to customer specific approval flows.
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How can we get the Page history and reverting its changes if desired, like as we do for Modules
Recently i unknowingly deleted the conditional formatting(CF) line item from the underlying module due to this, The CF on the page which is referring to that CF line item is also got deleted. Now, i want to have that CF back on my page. I tried Anaplan's History where i reverted back the module to get back the CF line item but my pages still remain the same with no Conditional Formatting.
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Hide/Unhide an APP instead of Pages
Currently do not have a feature to hide an unwanted/In progress APP to not show it when end users login. Currently we can only Delete or manage the access to page level. Which is a daunting task if we have more than 10 pages.
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In-Cell Calculation in NUX
Hi,
It will be great to have an in-built cell calculator where you enter simple calculation to formulate a result for particular cell, similar to adding a formula into excel cell.
I know we could use a calculator outside of Anaplan, but this feature will reduce the time spend on excel or calculator app.
If this isn't going to create any performance lag, this would be a great addition to the NUX.
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Access to Apps and Pages
Hi,
Could someone please help how do I provide access to someone to view the Pages and Apps that I created. I shared the link and the user was not able to view. Should the user be provided 'Page Builder' access even to view an App or Page?
Thanks,
Gokul.
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Page Settings: background color
Can we have option of changing background color of the page like dark theme, light theme?
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Reorder UX Page Categories
I would like to have the capability to reorder the NUX Page Categories after creating them, now the only option is to create new category and at desired order and move the pages one by one
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Bulk Copy Action for Production Lists
This idea relates to the Bulk Copy action enhancement released in a platform update earlier this month (Nov 6 2021 release). (Thank you by the way for that enhancement!)
We would like the ability to execute the Bulk Copy action for Production Lists. (Currently, the action is limited to only non-Production Lists.) Bulk Copy for Production Lists is critical for us since we leverage Bulk Copy extensively with lists that get changed in a deployed/Prod environment. (E.g., user has ability to create their own list member representing a what-if scenario, and then Bulk Copy to/from that list member.)
Related to this idea, we'd also like the ability to execute the Bulk Copy action by a non-Workspace Admin, and for the Source/Target list members for the Bulk Copy to be tied to Line Items, so the action is dynamic/flexible , as opposed to the Bulk Copy Source/Target fixed to specific list members, but I see there are already Ideas out there in the Exchange, so I'll just piggyback off of those:
* https://community.anaplan.com/t5/Idea-Exchange/Bulk-Copy-Action-Line-Item-Input/idi-p/124254
* https://community.anaplan.com/t5/Idea-Exchange/Ability-to-run-bulk-copy-in-the-NUX/idi-p/100477
𝄖𝄖𝄖𝄖𝄖𝄖𝄖𝄖𝄖𝄖𝄖𝄖𝄖𝄖𝄖𝄖𝄖𝄖𝄖𝄖𝄖𝄖𝄖𝄖𝄖𝄖𝄖𝄖𝄖𝄖𝄖𝄖𝄖
Paul Rappmund
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BULK COPY - How to choose the SOURCE member and the TARGET member from a page in the app?
Hello Anaplan Community!
Does anyone know how to choose the SOURCE member and the TARGET member from a page in the app?
Thanks in advance.
#NewFeature #UX #Dashboards #BulkCopy #Data #AnaplanRelease
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New UX import error log
Hi,
Would like to ask if anyone have experienced not getting all errors made from the import in New UX error log?
Below is the current scenario during the upload:
1. Loaded the csv file with different period format (Y-M) from the import definition (M-Y) and with one item that is not existing on the list.
Currently, it's correct that the error message for period will be shown in the log but nothing else comes after this. The error for the not existing item were not included.
Only when we have fixed the time period mapping during the second import that the user was notified.
Is there a way that we could see both errors during the first import?
Thanks!
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August 2021 Release and Sneak Peek at September
August 2021 Release and Sneak Peek at September
Bulk Open from Table of Contents: From the Table of Contents section of New Modelling Experience (NMX) you can quickly open the objects of a particular functional area for faster access to the information that you may need. It leads to increase in productivity.
Tab Reordering: Tab Re ordering is now possible even in NMX.
Open the Source Module from NUX: Page builders can now open the source module directly from the New UX. This works in conjunction with NMX i.e., you will have to use NMX in order for this to work. Also end users don’t have this option of opening the source module and this is restricted to page builders as of today.
New Features on Reporting Page: Here are the latest updates to the Report Page
* Increase Row Height: This can be accessed in Page designer mode
ii) Preview Report: Review your updates by Previewing a report before Publishing
iii) Hierarchy Filter Enhancements: Navigate up and down your hierarchy on your report with enhancements to the hierarchy filter.
iv) Multi Card Select and Move: Build reports even faster with the ability to select multiple cards and align, move, duplicate, or delete them at once. You will have use “Ctrl” key to use this feature
v) Card Link Types: Report builders now have more options to define the link in a card:
* Title: This is the default behavior where the user clicks the card title to navigate to the page.
* Icon: Navigation is controlled via a hover link in the top right of the card.
* None: There is no link behavior for any card on the report except for the image card where any part of the image can be clicked to navigate.
Image Card Updates: You can now embed an image URL directly in the page
In Product Notifications: You can get notified when tagged (@mentioned) in a comment or when a page is shared with you, without leaving the Anaplan Platform. You will receive Alerts in the Notification Bell
Field Card Configuration Panel: The field card configuration has been moved to the right hand panel so it is consistent with all other cards.
Excel Add-in 4.3 available for all Users: Increase productivity by rolling out the Excel Add-in faster to a wider set of users. This version allows users to clone the connections of an entire workbook into a new workbook, open workbooks with duplicate connections, and install for multiple users. Learn more about this version.
Updated Anaplan Connector for DocuSign: New features include
* Sleek new UI that is now more consistent with Anaplan’s UX.
* The ability to track and update the Anaplan model with dates and comments around declined documents for reporting purposes.
New Field in Tenant Admin Console: This new field displays the geographic region of where your model data is stored and can be viewed with the tenant admin role.
Here is the Official Link from Anaplan which also shares the Sneak Peek at September
August 2021 Releases and September Sneak Peek - Anaplan Community
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Send dynamic notification to multiple users
The dynamic notification is an excellent tool to increase collaboration between users. However, you can only send a dynamic notification to one user per action. To make the tool more powerful, you should be able to send a dynamic notification to an "user group" or to be able to bundle notifications, in order to notify all the users that appear in a certain line item (see image attached). That would greatly increase the usability of the tool.
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Creation of sub-categories within Categories in New UX
There are some scenarios where there is a need of contextual grouping of pages at more detailed level. Currently, we can different categories and group the pages together as per the functional areas. There is also a need of an option where we can create sub categories within a category for grouping of some pages in a more specified manner. Sometimes, within a category, it can be a long list of pages and these all are related to the category. So, if we can have option of sub categories creation, it would be helpful to organize the pages in an effective and efficient manner.
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Modules or Actions Used in NUX Pages
Currently we are able to see where a module or process is used on a Dashboard. We need to have a similar ability for the NUX which warns or stops you deleting an object if it is referenced on a Page or App.
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Ability to Add Data Write Action to Existing Process
1. It would be really a game changer if we are able to add Data Write Actions to the existing processes, It would not only scale up the usage of the Data Write Action but also would save a lot of time and effort and would save us from creating multiple saved views and actions.
2. Currently, Data Write actions can only update one cell at a time, which limits its usage, but if we get an ability to use it for multiple cells, based on a Boolean it would really help specially in cases like approval workflows and similar setups.
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How to make picklist selection user dependent
I have a situation where target lineitem is populated based on the picklist selection. The problem is when multiple users are making the selection, the latest selection is being used. I need this to be dependent on users i.e., one user selection shouldn't affect the other.
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Reorder line items functionality for end users
Ability for the front-end users to reorder the line items in a grid in worksheet view. Currently the functionality is availability for model builders only.
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Alias Names for Time, Versions, Modules, Line Items and Dashboards
Hi Anaplan,
It would be great for Anaplan to allow users to create alias names for: time, versions, modules, dashboard, list and lineitems.
Thanks,
Usman