People find the refresh menu on the dashboard toolbar too difficult to find. We have been asked many times for an action to refresh a dashboard.
Another way would be to incorporate this into a dashboard toolbar.
I would also like a 'refresh dashboard' publishable button, as the 'Open Dashboard' button is less efficient in terms of processing performance.
@NoahJ Hi Noah - would you be able to elaborate on the processing performance inefficiencies of this approach? We use this approach quite commonly so want to ensure we aren't inadvertently hurting user performance.
@wquan - The Anaplan Planual (best practices document) states "4.01-08 Avoid Refresh buttons - Educate the users to use the Refresh option in the toolbar rather than action "refresh" buttons to open dashboards": https://community.anaplan.com/t5/Best-Practices/The-Planual/ta-p/49773
My understanding of the reason for this is that an 'Open Dashboard' action reloads the entire dashboard, where the 'Refresh' option in the toolbar only refreshes the data displayed and is thus more efficient from a processing standpoint.
However, until there is an option to have the functionality of the 'Refresh' option published on a convenient location on the dashboard, I will continue to use the 'Open Dashboard' button because the benefits to usability and intuitiveness outweighs the small difference in refresh processing time.
@NoahJ Thanks so much for that! Missed that one in the Planual. Yep - I'm with you, will likely do the same as our end-users won't adopt having to do the dropdown + refresh solution (the small things in life isn't it...)
We got several hundred of modules. I think it could be usefull if modules can get sorted/filtered by (dynamic) groups or even in folders in the modules overview. Maybe the Data Tags could used with this. //GP
Selective Access for list used as a format of line item works properly when given line item is published on dashboard or page. Unfotunatly if user wants to filter data manually, he/she is able to see all items from the list. This behaviour was observed on dashboards and in NUX as well. This issue is most troublesome for a…
While working in the Beta version of Anaplan, we’ve noticed that the Export button is unavailable when switching to the Beta environment. This limits our ability to export required data directly from modules. When the Export button is available, it works as expected — allowing us to export necessary data such as items used…
