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Design standards for a superior user experience — Part 1: Effective dashboarding
Author: Aaron Overfors is a Certified Master Anaplanner and Principal Architect at Spaulding Ridge. A strong user experience is the key to almost every Anaplan solution’s success. A well-designed Anaplan model that scales, performs well, and is easy to maintain will become shelf-ware without a thoughtful, purposeful user…
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Enable Sorting by Columns or Rows in UX Worksheets and Boards
Description: Currently, Anaplan UX allows limited sorting capabilities, primarily focused on rows in grid views. However, users often need to sort data by columns or rows, depending on the layout and analysis requirements. This limitation affects usability in both Board and Worksheet pages, especially when working with…
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Ability to Default Close the Additional Insight Panel in Worksheet
Description: Currently, the Additional Insight panel in Anaplan worksheets is set to open if there are cards in the additional insight pane. Proposed Enhancement: Introduce a setting or toggle that allows page builders to default the Additional Insight panel as closed for a worksheet. This could be implemented as: A toggle…
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Enable Native Reporting from Model History Logs
Description: Currently, model history in Anaplan is only accessible via manual export and review, which limits its usability for ongoing audit, compliance, and operational reporting. Users must download the history file and process it externally to gain insights into model changes, user activity, and data updates.…
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Ability to perform "Insert Multiple Items" function on Board Pages
Today, you can add more than one list member on a worksheet via a "right-click" > Insert multiple items. However, you cannot do this same action on a board without creating an Import action that temporarily locks up the model. This impacts model builders and architects when designing UX pages and all end users needing to…
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Shaping the future of reporting: How Anaplan empowers every decision-maker
Author: Miki Sato is a Product Manager, Product Management Team (Data Management) at Anaplan. Where insights meet action — right inside the planning platform. A new chapter in reporting Today’s decision-makers need more than static dashboards. They need fast, clear, and trusted insights — without relying on experts or…
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Set Default & Page-Level Toggles for Card Comments/Maximize
Hi all, Just discovered we can turn off comments and maximize on cards other than text. As I was using it, an idea came to mind. Since I'm usually turning comments and maximize off for cards like images and text, it would be a huge time-saver if they were off by default. Another idea could be a "apply to all cards" button…
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Embedding accessible images
Author: Dave Waller, Principal Product Manager at Anaplan. Using certain modeling and page build techniques, it is possible to embed images across your UX apps in a way that provides alternate text for users who may be visually impaired or who may be using assistive technologies to announce on-screen elements. This article…
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How do I create a dynamic picklist upon Boolean selection?
I want to create a dynamic picklist, where I will check boolean from a line item, only true values will allow me to select list items else on default it wont show anything. For example: Assume a scenario where I want to assign at least 1 employee who is present in my office to become the pantry inspector & review the…
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End user triggering of workflow processes
Author: Dave Waller, Principal Product Manager at Anaplan. With the release of action button workflow triggers, customers have been able to apply Workflow to a raft of new use cases and business processes. End users are now able to instigate processes directly from their dashboards and UX pages, opening up the possibility…
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Synchronized Scroll on Worksheet with an Expanded Grid Card
It would be incredibly helpful to have the ability to group the main worksheet grid with an expanded card for synchronized horizontal scrolling. Use Case: In my worksheet, I have the Time dimension on columns and a list on rows in the main grid. I also use an expanded grid card to show a different breakdown—still by Time,…
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Display timestamp on your Anaplan dashboard
Author: Hannah Shan is a Certified Master Anaplanner and Senior Consultant at Lionpoint Group. I've come across discussions about whether there's a way to display the action timestamp on the UX for the end user — and there have been some great suggestions to bring in the date by leveraging CloudWorks. But what if the end…
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Lack of Dynamic Linking in Additional Insights
Would be helpful to have a more automated way to input line items/changing numbers in a text box inside Additional Insights, currently all the text must be manually inputted.
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New midpoints in Conditional Formatting unintuitive
Adding new midpoints in conditional formatting is unintuitive, as new midpoint must be between the previous and the next one, requiring for all the midpoints to be changed to accommodate the new one. New midpoints should be automatically put in the right position based on its value.
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No option to filter in Pages dimension
There is no way to apply filters to the Pages dimensions by item (with different filters per item in context selector). This significantly limits the ability to create visualizations and often forces us to create saved views in the backend.
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Conditional Formatting in "Calculations" section in grid
Currently, conditional formatting can only be applied on "Calculations" items based on their own value. Being able to apply conditional formatting based on line items could be helpful to use inverse, percentage and many other specific criterias.
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Individual cell formatting
Currently, grid formatting can only been done by dimensions, it could be helpful if formatting could also be done by individual cells, as sometimes a cell doesn't follow the same pattern as neither the row or column.
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Conditional Formatting in Org Charts
Hi, Can anyone help in understanding what does the 'line item' selection does in Conditional formatting for Org Charts? Right now, this seems to be doing nothing. We have a requirement where we want to change the color of the node based on a line item value. I have been wondering if there was any way to do this? Any help…
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Indentation and other options on grids
Adding more formatting options to grid line items would be helpful, such as text indentations and aliases.
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AnaplanXL conditional formatting
Is there a way to use conditional formatting on and AnaplanXL grid based on another lie item value. e.g. I have a separate line in the module that flags whether a period value is actuals or forecast (boolean or number), I want to use this to dictate the format of the cell and replicate the functionality in the Anaplan App.…
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Syncing Alternate Hierarchies on a Board
Hi, I am currently working for a model in which we have two different hierarchies, 1 is D1→D5 and other is P1→P5 where D1→D4 and P1→P4 are the same, and D5 and P5 are different. Now I am using two grids on a same Page, 1 having P1 hierarchy and the other having D1 hierarchy, because of this I am seeing to different Page…
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Add a Data setting for Waterfall Charts to select any line item as a bar go from Zero to Value
Would like to see an additional Chart setting to select a line item as a the last "Total"bar in a waterfall chart that goes from Zero to Value. For example, the EBITDA bar in the below screenshot is going ~6k to ~14k. I should be able to manually select the line item, telling Anaplan to override the bar's y-axis values…
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Option to overwrite line items with Read Access Driver through an Import action.
Hi All, I am in a situation where the users are uploading a data file into Anaplan, that we are then wanting to create a report based on, to highlight some issues, that the end users then should be able to comment on. The problem I am facing is that loading the data file into a module, we want to show the raw data inputs,…
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Retain the column sizes for 'My Pages'
Issue: When building dashboards for users, we ensure column widths are consistent across all columns. However, users often filter data and adjust column widths based on their specific needs. They can save these adjustments in a Personal Copy, but upon re-login, the column widths are reset, requiring them to manually resize…
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Axis for Charts
Hello all, Does the auto-axis functionality not work for waterfall when you have negative numbers? Case 1 - Positive numbers Case 2 - Negative Numbers The numbers are exactly the same & its the same chart with the auto axis turned on. In case of positive, the variances can be observed very well with visible bars for the…
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Default Settings for Filter Types
In as much detail as possible, describe the problem or experience related to your idea. When using filters in the UX, users have to choose the Filter type each time, but there is always a grid that only uses "equals". In such cases, I would like to be able to set the default filter type. This would simplify users…
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Add new summary method to show the Dynamic Subtotaling based on user selection
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 users wants to select specific subset of product that they own in their portfolio and plan against them, they would like to see…
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Aggregation of text and images in Hierarchy Charts
When Hierarchy Charts were introduced to the Anaplan UX, their popularity grew very quickly. The power of the intuitive visual representation of business hierarchies, and the simplicity of setup, combined to fuel substantial adoption by hundreds of our customers. At its’ simplest, the structure of a hierarchy can be…
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New UX - Conditional formatting multiple line items the same
Hi, I have a dashboard with 20 columns, all of which share the same complex conditional formatting rule that consists of 12 midpoints. Setting up one column takes a little time, and I need to repeat this process for all 20 columns. It would be really helpful to have the option to apply a formatting template to multiple…
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Can i export a dashboard in pdf from the mobile app?
My client uses Anaplan on mobile devices. Is there a feature to export a dashboard screen in the form of a pdf? I am not referring to Management Reporting slides. I am talking about plain simple dashboards containing grids and charts, designed specifically for the Anaplan mobile app. When you try sharing the page, it goes…