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Collapse / Expand Hierarchy Functionality in Modules and UX Grids
In current standard grid modules and UX Grids you can't Collapse & Expand hierarchies of Lists/Line Items/Sublist like you can do in Excel (see below). Considering that sometimes hierarchies can be huge or you want to Collapse one part but Expand another - it would be good to have such functionality
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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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New UX - Copy Conditional Formatting for Multiple Line Items
It would be very useful to get ability to apply the same conditional formatting for multiple line items or somehow copy and paste it quickly.
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Format Column Alignment
It would be amazing if we could align data in table columns to left, right or center. When you have two columns next to each other and one is text and the other is number then they look like they run together due to the alignment of the data format. Also, it just doesn't look very nice.
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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 use.
Creating this idea because the standard way of submitting feedback via the New UX is only relevant to those actively using the New UX.
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Creating Smart Time Filters Based on Context
Hi,
Is it possible to create smart time filters based on the context of the page (if the context of the page is a hierarchy of a dimension on the grid).
For example, I have a list SS_L5 Inputs which rolls up into L4 Contracts. PRE06 is used for inputting figures and is at level L5 and dimensioned by month. "Smart Filtering" is used to calculate what months should be shown based on item L4 Contracts. When I go to apply the filter, it asks me for a current context, rather than aligning it with the page context (I'm using context hierarchy on the module to get the page selectors at the correct level).
Is there a way of setting this up so it automatically updates depending on the L4 Contract item selected on the page, it would make for a better user experience than simply creating an action which needs to be run to update the filter.
Screenshots of the issue attached. Essentially it wants me to hardcode the L4 Contract context rather than dynamically update depending on the context selected.
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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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Synchronize Line Item Subset based on Line Item in the UX
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:
The line items which the LISS were sourced from are not sync in the apps or UX pages. This is confusing for our users where some cards are sync and some are not. Please note that we are unable to format the LISS, hence the need to create the reporting modules as line items.
How often is this impacting your users?
almost every day
Who is this impacting? (ex. model builders, solution architects, partners, admins, integration experts, business/end users, executive-level business users)
business/end users, executives, finance, model builders
What would your ideal solution be? How would it add value to your current experience?
Anaplan should be able to recognise that the Line Item were the LISS was sourced from are the same and can be sync on the UX pages.
Please include any images to help illustrate your experience.
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Synchronized Sort w/ Synchronized Scroll
The synchronized scroll feature is probably the most useful and innovative feature to date.
I have noticed that I did not sort my list before I imported, and wanted to sort codes ascending in one grid.
There are a total of 4 grids synchronized for scrolling on a common dimension, vertically.
I sorted the first grid which had the codes visible, and the other grids do not have the codes visible, making it impossible to sort on the data field and have them line up with the 3 remaining grids.
Adding a feature for synchronizing sort would solve this problem.
Adding additional modules, line items, and actions to re-sort the lists is additional tech debt that can be avoided with such a feature.
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Conditional Formatting on Line Items based on values from other modules with same dimensions
Hi,
It would be great if it was possible to format line items based on line items from other modules with the same dimension without having to bring in that line item into the same module.
Thanks,
Usman
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Currently we don't have option Doesn't Contain in Select Condition of Filter & OR Condition Filter
There is requirement for End Users to see only Real Customer Accounts and not Test Accounts in Live Environment and this is possible with Doesn't Contain Selection Condition having "Test" Prefix with OR Filter and currently both are not available and as a workaround we are dependent on Model Builders to create User Specific Filter
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Country Region Map
Hello, in one of the projects I used a map showing the administrative division of Poland below
Is it possible to make the same administrative division for Romania, or is it only possible at the level of the entire country and not the regions? Poland has ADM02 from what I saw, so I can go down to the region (county) level, but unfortunately I didn't see Romania on this list.
https://help.anaplan.com/geo-mapping-downloads-deef2ea1-b179-4961-9ee6-7bc3e35e6052
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Tags for Pages
Hi community
Would be possible to add Tags to the Pages? Alternatively, let the Anaplan search box to find Line Item names or text published on the pages.
The reason for this is that sometimes the name of the page is not descriptive enough for the number of actions that users can carry out there.
This addition will be in line as well with the pursuit of making apps which are self-documented and intuitive enough so there is no need for extensive documentation or training.
For example: Lead Time as an important parameter in Supply and Inventory Planning. Lead Time can be input in a "Product Attributes" page or in another page called "DC Inventory Planning".
One could argue that "Product Attributes" could be enough hint to find what you look for, but users, specially business planners, do not think in terms or Matsterdata, Hierarchy or Attributes. Think in terms of parameters which are relevant for their plans, such Lead Time, or MOQ.
For that reason, it would improve a lot the User Experience to be able to add tags such "Lead Time" to pages called "DC Inventory Planning", so users will know to which page they need to go to adjust this parameter.
Thanks a lot
Alex
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Dynamic Waterfall Charts
Has anyone managed to build a dynamic waterfall chart on a list where the totals are parents and the variances children. In the example below the current forecast and budget are total company and then the variances are shown at regional level, ie one level below total company. I need the graph below to be dynamic for new regions being added to the model etc.
Thankyou
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Allow no conditional formatting (or transparent) to be applied if the condition is not met
Description of the enhancement required:
Enhance conditional formatting so that it will be possible to set the fill if the condition is met but if not, the Grid Style is respected.
Currently the conditional formatting is working with a range of values where is set the fill in the left range and in the right range (with fading colors between the ranges). I want to be able to set a condition IF <Line Item> = 123abc and that the impact is that it meets the condition the fill is adjusted by a color and else it just takes the Grid Style we've defined.
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Re-Order Categories in NUX
As a Workspace Admin, I need the ability to re-order the categories that are created in NUX.
As it stands right now it appears that they will auto-sort to Alphabetical order and/or Numerical order. I cannot always rely on this as sometimes I may use a numbering system for the pages themselves and it becomes confusing to number or index the categories. It is a standard functionality to "Move" or re-order all other aspects of Anaplan (Functional Areas, Modules, Lists, List Members, Lines items, etc.) and it would make sense to follow suit here.
I know this is successful when I am able to choose the order that the categories are displayed, in the NUX.
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Option to add page numbers to Management Report PDF files
In a Nordics User Group - Anaplan Roadmap session, a participant raised the request that Anaplan Product enable the option to have page numbers added to the pages on a Management Reporting report when printed out to PDF.
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Multiple Models | One Page
We have multiple models, Model A is where user inputs the data, Model B is where the submitted data would eventually sit. Model B receives data from Model A via an action.
So once input is done as a user can i press a button (from model B) to technically import data from Model A to Model B.
Can we have the action in one page where the input is also done or any workaround on this ?
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Model Building and Correct Role
I just started at a new company that uses Anaplan. My boss would like me to learn to build models and dashboards in Anaplan. I understand that I might need to have a workspace administrator role in order to build models. Is that correct? What would you advise is the best course of action for someone learning Anaplan who will need to build models? Thanks.
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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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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 wonderful.
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UX - Ability to add expandable/collapsable sections to Boards
This idea is for a new card type called a "Section". This card type could be added to a board and then other cards added to it.
It would give the functionality of effectively creating sections on a board which could then be expanded or collapsed.
This would allow users to collapse areas of the board which they are not interested in at that time and help to navigate through a large board presenting large amounts of data
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3.3.12 Activity: Create Product Replenishment UX Page
Hi, I hope someone can assist please. I'm stuck at below task, not sure what have I done wrong in setting-up 'Planning Period Filter' month selection setting to sync against the desired objective of "Select he months you wish to view. Then, click Refresh to apply the Planning Period Filter".
Instead of showing data for the selected 'Planning Period Filter', when I select month and 'refresh', it hides respective weeks/periods from the below 'INV01 Inventory Ordering' Grid and chart. Why is this happening? I tried many different things but no success. Any help will be appreciated.
SS1: Period Unchecked
SS2: Jan 20 Checked & Refreshed - Consequently, it has hidden respective weeks (Wk1-Wk4) in Jan 20 from the Grid & Chart below. Why is working against the required objective?
SS3: Split View SYS01 Time Setting By Week and SYS00 Time Setting By Month
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NUX - Expand / Collapse Page dropdown selector
Similar to old UX, Hierarchical List of items within the page selector should be able to expand and collapse.
This feature in old UX is very handy when you have a lot of list items with multiple hierarchies.
In the NUX, it gets pretty difficult to select items when there are a significant number of list items you need to scroll through and you don't quite remember the name of the list item but you know which parent that list item is located. You would search for the parent list name but this doesn't help as search result only provides the searched list item.
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Collapse List Items in Drop Down
We currently have some lists with a large amount of items. It would improve usability if there was an option to collapse list items in a drop down for easier navigation.
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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
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Map Chart
Hi,
I'm currently working on a "map-chart page" in NUX, and I'm experiencing issues with the scaling. My map is dimensioned with "world" and I'm using a hierarchy filter. So, when I for example pick the Nordics in the context selector this is what I see in the map card, but the map is not adjusting to the size of the card. So the nordics just appears as small "dot" in the card. However, if go into edit mode the size of the map is scaling as expected, and when I exit edit mode it looks okay, but whenever I change region I'm facing the same issue.
I solved it temporarily by using a boolean filter instead of the context selector and it works fine. But, it would be way more smooth the be able to use the context selectors.
In addition, as I've seen alot people commenting, it would be great to get the opportunity to add cities, more regions etc. I think this could be really powerful.
Cheers,
Stig
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Total stated on Pie/Donut Chart
I'd like to see the total value option to post onto a pie or donut chart. Currently, if I add the total to the chart it shows as it's own slice of the pie or donut. It's great that I can include the value or percentage of each slice of the chart, but I can't easily view the total value of slices (unless I create a separate card or table). Unless I'm missing some hidden option to view total, am I? I think it'd be helpful to see the total value somewhere on the card.
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Help needed on Sprint 3 Distribution center summary UX page
Hello guys,
I'm having issues building the last 2 UX pages from Sprint 3.
Especially the bottom 3 section of the prototype:
What I have at the moment:
Questions:
* On the TIME page selector, I can only select half-year amount although I've enabled all the time hierarchy for individual grids. What could be the reason?
* The first grid of the bottom smaller grids, I've built it on SKU details module only showing the distribution center line item, but I can't quite get the view same as the prototype using the pivot function. Any pointers? Am I using the correct module?
Your help is much appreciated.
Thanks all.
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Adding comments for individual cell in UX page
Hi All,
Can we able to add comment on individual cell in Anaplan.
For example: let's say I have added 62 and I want to enter some info about override forecast.
If I have not able to enter the comments on single cell then how can I achieve this.
One way is we can comment in the grid level even if I have added any comments is there a option that user can know that some comment is added like that?
Hope my question is clear :).
Regards,
Venkatesh