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...)
It would be very useful to have an option to change the model at the App level. Currently, we need to switch models individually for each page, even when they all belong to the same model. Instead, there should be a way to change the model once, and have that update applied across all applicable pages within the App
It would be very helpful to Adding a chatbot to the Anaplan Community could make it much easier for members to get quick answers to common questions, clarify doubts, and even be guided toward the right resources without waiting for human moderators.
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: I currently have a CloudWorks integration that exports data from my model to a Google BigQuery table daily. Due to an issue in…
