Ability to Generate Management Reports based on a Hierarchy Chart

UpaliKW · 2025-07-01T01:30:21+00:00

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We currently have a requirement, working with a very large Bank on their Workforce planning use-case to view their Organisational Hierarchy in a Current and Proposed state. The UX view of the Hierarchy Chart works well, even with very large volumes of data.

There is also a requirement to have a Management Report that displays the following:

Start with a Top node, display all immediate children
Identify a child node that has further children
Create a new page for that child node and display all immediate children of that node
Traverse the whole tree and generate a page per such node that has children

Currently, we achieve this by manually creating one page at a time and attaching the relevant node of the hierarchy. The new request is to be able to do this automatically by defining a starting node.

The opportunities of this use case are:

Dynamic traverse and display of Hierarchy Charts from a starting node
Time saving for the Page Builders in generating and Exporting reports to PDF
Core functionality is already present in Anaplan UX, but needs a smaller expansion into Management reporting
Huge opportunity for both Operational and Strategic workforce planning applications to be able to view "current" vs "new" Organisational views —> Anaplan can replace a number of other solutions that doesn't scale the same way as the current UX offering.

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