Management reporting commentary boxes - size by version

EmmaPF · 2024-12-09T18:54:39+00:00

There was an error rendering this rich post.

In management reporting is it possible to link commentary boxes to versions? e.g. Version A may have lots of commentary about revenue and very little on COGS, Version B has little on Rev and lots on COGS - this will make our report spacing look awkward.

Accepted answers

All comments

Dikshant

Can you confirm if the commentary box is a grid card with a text line item? You can enable the rich text setting for the commentary line item.

EmmaPF

Per discussion with Anaplan we can achieve something similar by using a table card in management reporting, then filtering on blank cells - this allows for relevant commentary per version/page dimensions only. (can also add conditional formatting to this)

seb_mcmillan

Hi here is an example of an approach I've taken when recreating a management presentation pack (the numbers and goals are anonymised)

I used a table card and then applied filtering, sort and conditional formatting.

The underlying module generates the text from underlying model values and freeform commentary. The CF is based on performance vs plan and then sorted based on the performance. Blank cells are filtered out.

The module is dimension by quarter so this all automatically reorders and updates when you change the period page selector.

Quick Links

Can you help?

Unanswered questions

Actuals and Forecast input in same module
Hi community, I am going through something as below. I have a module inp01 which I want to use for end user input for forecast. In the same modules I have actuals periods and forecast periods. Users want to see actuals when entering forecast. This means I need to pull actual from a module dat01 into this input module and…
Rolling forecast
Hi , I have a requirement for my stakeholder to have a medium term forecast (by month for the next 6 months) and a more detailed rolling 15-week sales forecast by day which will then feed into the wider Supply Chain planning processes over time. This needs to be updated by the Sales representants for consolidation by the…
AnaplanXL Difficulties
Has anyone found success using Anaplan XL with Polaris models in a shared drive with or without concurrent users? My team has experienced a variety of errors, login failures, etc. sometimes it works, sometimes it doesn't. We've been recommended to save and edit files locally, which helps but certainly with its limitations…