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.

8 votes

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  • wilkinsonwilfrid
    edited January 13

    @geometry dash To get the most out of the support tool, you have to utilize it correctly. You break things down into manageable chunks and make it simple to use text input correctly.

  • design and text writing (line breaks or any other type of drift boss text style) in the Management Reporting so that they can make their own comments on the data.

  • atlas77

    slot online thanks you for this really helpful article. Formatting and text inputs can be a bit of a hassle, but thank you for the information.

  • Annata20
    edited April 16

    Text formatting options such as bold, italics, underline, bullet points, and font styles allow users to emphasize key points, headings, and subheadings within the commentary. @ word hurdle

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