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...)
In the FCR Journal module, the Search menu always pops up when you first enter the module. This makes no sense when it is likely that the user will want to create a new journal more often than not. Remove the pop up and make create new journal the first option / page and allow the user to select search as an option
Anaplan currently provides the ability to create versions via an Import action, and update Version settings via an Import action. Ability to use an action (of any type, Import or otherwise) to do the following: - Rename Versions - Delete Versions Business Need: As we seek to continuously improve our planning process…
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: When presenting visualizations in Anaplan, users often try to hover over lines/bars/points in the chart with their cursor to point…
