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Tell us what your teammates need from your dashboards
As an Anaplan user tasked with helping your teams better understand their data through your Anaplan UX dashboards, we want to hear more about what your end users tell you. What kinds of visualizations are they are asking you for, what do they struggle with in accessing and understanding your data, and how you resolve those problems through your expertise and Anaplan tooling? By better understanding the problems you and your users are trying to solve, Anaplan hopes to support your work to the fullest.
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Chart Data Labels - Show only one, and make font bigger
Hello - Is there a way to show only one of the data labels in a combo chart in the New UX? a lot of data labels are overlapping each other and it looks like a mess. I tried manually updating the scale, but then the scale doesn't look right when I make different selections. Being able to only have one data label would be really helpful.
Also - is there a way to make the font bigger than the 'Large' setting/select font size similar to the way you can in excel? The 'Large' data label is still small for me to see when showing larger amounts of data.
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Multi Selection
I would like to ask for a new functionality within Anaplan that could really ease our work with Anaplan. And that is multi selection. I see two ways how to apply multi selection, both very helpful:
1. Multi selection for context selector. Once the dimension is displayed as "Context/Page Selector", it would be great to have a possibility for multi selection which would automatically summed up the selected items from the hierarchy - thus, we would have a possibility to see the sum of the values in the object per e.g. two countries that do not need to have the same parent.
2. Multi selection for drop down lists. When we display the dimension as row or column and we are using custom filters (using another line item with a format "list" to filter the content in the object), it would be great to have a possibility for the filter to have a multi selection - we could choose more than only one item from the list which would result in showing rows/columns that match more than only one item from the list, e.g. rows matching country A and below them rows matching country B.
3. Improvement of Filter in New UX. Alternative to the point 2 (however much less flexible) is to improve the existing filters in New UX in the following way:
a) we should have a possibility to apply them on more than one table. We often need to add two tables next the each other - one with no time, one with time dimensionality, but both creating one input table. In such case it is not possible to apply one filter to both tables which greatly limits the option to use this built-in filter.
b) it should be possible to edit them directly in the table (as e.g. "Search" works) and not in the right panel
c) often, the whole name of the items in the field "Choose" is not visible - once it is longer and has more parents, we are unable to see the whole name of the items in the drop down. This should be changed.
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Charts & Graphs - The ability to set axis/axes as a Log Scale/Logarithmic Scale
There is currently limited functionality in terms of setting axes formats in Anaplan.
As part of increased functionality, it would be great to be able to set an axis as a log scale as in the example attached.
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NMX - Open App in new window
As a model builder and UX designer I would like to be able to open an App directly from the pages section of the NMX
When I want to create new pages or review their order it is useful to review the current app(s) before proceeding. If a link to the relevant app for each page could be added to the NMX pages section this would let us have the best of both worlds.
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Ability to input text commentary with text formatting options in Management Reporting - New UX
While working on a project, a useful implementation emerged. Currently in Anaplan, via Management Reporting, it is possible to create documentation that cannot be customised by the user. In fact, the end user using the system can only look at the data and comments previously entered by the Page Builder. We tried creating a dashboard linked to management reporting in which it was possible to enter comments, but Anaplan does not read any formatting. Especially in companies with many subsidiaries, it is useful to give the end user the following possibility:
Formatting and text entry (line break or any text formatting) within the Management Reporting, so that they can comment on the data themselves
The end user must of course not be able to edit the tables present, so that he can ensure a unique file structure but with different comments. Thus, only selected spaces must be able to be edited by the user with text input.
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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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Shorthand Typing for Thousands, Millions and Billions Input
As a read/write user of an app, I want to type large numbers with as little keyboard strokes possible, so that I am sure my input is accurate (limit finger errors) and that I save time and get through my workload efficiently.
I'll know this is successful when I can type k for thousands, m for millions and b for billions after any number and Anaplan processes it by adding the appropriate amount of zeros to the input cell.
Currently, these users have to type out all the zeroes which is both time consuming and risky, as finger errors often happen.
This idea has the potential to be a quick win that would not require big development effort but would add great value and delight many customers using Anaplan in medium to large companies.
This functionality exists in the previous software we used, Enterprise Planning.
Examples:
Instead of 10 000 type 10k and system input shows 10 000.
Instead of 3 200 000 type 3.2m and system input shows 3 200 000
Instead of 6 570 000 000 type 6.57b and system input shows 6 570 000 000
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Exporting more tables at the same time from UX
Hi all,
I was wondering if there is a way to facilitate user's work by providing them with a way to export more tables from the same UX page in one excel file.
Thanks in advance,
Luca
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Gantt chart with several bars on a same row
Hi,
I really like the new Gantt chart drag & drop feature in NUX. One key point to have a fully usable Gantt chart would be to be able to have several bars/objects on a same row: below for example I am displaying a production campaign plan, and it would be much better to have one row per furnace/machine, with the sequence of campaigns/tasks on the same rows, than one row per task.
Some use cases for which it would be very key:
- Project / Tasks planning app: where you want to see, one row per resource, with a sequence of several tasks
- Trade Promotion management app: you want to manage your promotion plan with for example one row per product category (or store), and several bars that would be the individual promotions.
- Supply chain production plan: the one i described at the top
- I am pretty sure there are many other use cases.
Of course the capability to be able to move / drag & drop one bar on another one would be awesome.
Other nice examples:
Thanks, best,
Cédric
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Gantt Chart - Change processing display
Description: We utilize the Time dimension on our Gantt Chart, making adjustments like moving bars or resizing them. However, when we release the mouse click, there’s a brief period (typically 5-10 seconds for our complex model) during which it appears that the change is undone—the bar position reverts to its original state. After this processing time, the bar magically moves to the new position.
Proposal: To improve the user experience, let’s enhance the visual aspect of processing time. Instead of temporarily reverting to the original position, the bar should remain where it was moved during this interval. Although seemingly minor, this adjustment would significantly reduce confusion for end users.
Picture below depicts this behavior step by step:
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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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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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Show "Used in Page" reference in Modules Settings
As a model builder, it would be extremely helpful to have a "Used in Page" reference in the Module Settings to show where a module is used in a page, similar to the Used in Dashboard feature. This would allow for much more efficient auditing and help tremendously with model cleanup. This is especially important since we an now change or delete a module title in the page, and when you click on "Source module" in the NUX, it does not take you back to the specific module. Thank you!
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Percentage Format issue on UX page
Description:
I have a module with PV(dimension) Filters as dimension and I am displaying the Value line item on UX which is same as the Module dimension. But the Value line item is getting the data from other line item Actual vs Scenario 1 % which has ss_Actual vs Scenario 1% (dimension) - Which is a subset of PV filters dimension
Required:
We have to keep like this in order to make the UX page Grid columns dynamic. So Dimensions Can't be matched.
Problem:
Since the dimension is not matched, we are using ' Formula' Summary on that Actual vs Scenario1% line item. Because of the dimension mismatch, even though the Number format is formatted as 'percentage'. It is only showing as Numbers
Expected result: -50.69%
Obtained result: (1)
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Role specific landing page in NUX
Hi,
In NUX, is it possible to assign a landing page specific to role. So when the end user log-in - they will directly start in that specific page?
Br
Bjorn
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Redefining the default selector item on NUX
Hi, as of now the selector on the NUX pages is defaulting to the first list item of that dimension. This could be a particular material, but in general it would be more beneficial to see on a total level.
I know that the app will remember what was selected, but it would be beneficial for the users being able to simply hit "Reset" and it would return to the standard determined.
So asking if it could be made possible to simply determine which level/line item we would like to see as default view, so the end users could quickly return to the wanted level/selection of selectors, by hitting the reset button. Instead of defaulting to the first list item as can be seen below.
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Management Reporting - Additional Features
Following features needs to be included on the Management Reporting Page
1. Ability to freely change the font size of text, As of now it is restricted five types only (Normal, Instructions, Heading 1, Heading 2 and Heading 3)
2. Formatting the Text with a single click like the way we have in excel.
3. Ability to change the source model of a page from the dashboard itself
4. Ability to pick the Saved View from the model while developing the cards
5. Ability to segregate the text in bullets on text cards.
6.Ability to Change the background color of each card.
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Formatting of Line Item Subsets
Hi Team,
The use if LISS is at the backbone of Anaplan best practice yet it generates disappointing module presentation. Whilst the ragged appearance is poor in classic ux it is actually more pronounced in nux. Can we have much more capability in LISS to indent/format akin in Style in normal line items please. If a LISS module is the first thing a brand new customer sees it is vital that it is aesthetically pleasing.
Thanks
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New UX - Ability to publish ‘Other Actions’ directly as an action cards.
Being a Page Builder, I would like to be able to publish other actions as a card, not only Imports/Exports/Processes/Forms.
Currently, we don't have the equivalent of "Assign" action. As well as Copy Branch or delete a branch.
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Trigger a process after sa form
It would be nice to be able when a user complete a form and click on the "submit" button to be able to launch another action/process.
Could be very useful to implement other dependent lists automatically for example.
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User access
Hi friends
I need to publish a module to the dashboard, there are about 10 line items in the module. One user should only be able to see the first 3 line items where as other user should be able to see last 4 line items and so on. I need a solution for this problem. Thanks in advance.
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Adding items to numbered list using Create
I want to achieve this but getting a little bit of a problem:
* End User can add an item in a number list by clicking a button.
* He can choose Product Family from the drop down (Page Selector).
* And after that whatever he wrote in Product Name gets imported to the list under the Product Family Selected.
I tried using Create Action but with that first a number gets inserted which later I had to edit to achieve the functionality. What I really want is that what user types it gets added on clicking of the button without any manual editing.
Please Help!
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Expand and collapse items in a grid
As an mobile builder and as an end-user
I want to expand and collapse hierarchy rollups and line item summaries
So that I can more easily consume grid data.
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Manage Models and Search Archived Models in New Home Page
There are currently two key features missing from the new home page:
1) Manage models option
2) Ability to search archived models
I need both features in order to do my job. Until this is added to the new home page, I'll have to switch back to the classic mode every time I need to do do these actions, which will be very inconvenient.
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DISTINGUISH THE OLD AND NEW UX
Would be glad knowing the core and crucial similarities and differences b/w the old and new user UX from the gained Anaplaners.
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New UX - Landing page for NUX Apps
I would like to be able to set up Landing Page for App so that when different users enter the App, instead of Contents Section they will see Landing Page.
If will allow simplifying the navigation in the App in case it is full of pages.
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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
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Multi-language Pages & Object names
As a model builder I need the ability to create multi-language Pages for end users, who work within global multinational companies and prefer to make the analysis on the basis of information in their native languages.
I see this as an additional settings tab within Anaplan, where languages can be added in Languаge List (one list member is by default and can't be deleted, although can be renamed, others can be added/renamed/deleted by Administrator).
If additional Language is added, administrator can assign new names for list members (each member of numbered and ordinary lists, also Versions & Time), line items, module names and actions. If name for the object is not set up by Administrator, then the name of 'Language by default' is used.
Language settings should be also available for NUX Pages. Page Builders can select 'Customize Language', so then the 'copy' of the Page appears: he can re-fill the Text Cards for End Users and assign the Language from Language List for this Page.
Finally, Administrator can set up the language for each User in Users Settings. If nothing is chosen, then the 'Language by Default' is applied.
Some pictures are attached for better explanation, how it can be visualized:
See also related posts:
https://community.anaplan.com/t5/Idea-Exchange/Ability-to-support-multi-language-line-item-names-through-line/idi-p/41522
https://community.anaplan.com/t5/Idea-Exchange/Have-display-name-overwrite-for-modules-actions/idi-p/46045
https://community.anaplan.com/t5/Idea-Exchange/Enable-Display-Name-Functionality-on-Non-Numbered-Lists/idi-p/41914
Kind regards,
Marina
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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. They therefore want to be able to change from Jun 22 to say P3 22. This is how they operate and the months are confusing when days of the week may actually be in a different month.