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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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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…
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Synchronize Line Item Subset based on Line Item in the UX
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: The line items which the LISS were sourced from are not sync in the apps or UX pages. This is confusing for our users where some…
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Adding comments for individual cell in UX page
Hi All, Can we able to add comment on individual cell in Anaplan. For example: let's say I have added 62 and I want to enter some info about override forecast. If I have not able to enter the comments on single cell then how can I achieve this. One way is we can comment in the grid level even if I have added any comments…
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Display which UX Pages Actions have been published to (per existing classic dashboard functionality)
Hi Anaplan - I was hoping that, similar to what is already done for classic dashboards, there could be a column in the Actions tab which indicates which UX Pages each Action and Process has been published to. This would be massively beneficial (as inferred by its existence for classic dashboards), and seems to have been…
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Make Dev and Prod models look different enough to distinguish at a glance
To make navigation and testing easier and to prevent accidental work in the wrong environment. Right now, there's generally just a drop down to switch between dev and prod. If Anaplan can make a major distinguishing marker between these environments, it would help the user to know where they are at all times either in the…
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Multiple Model Dashboard
Hello! I am trying to create a Dashboard which has 3 different data source MODELS. I am creating the grid view as per different models, e.g. 1,2,3. Though each has its own MODEL data as per filter, when filter is set to first model 1,3 shows the same model data while 2 shows blank(as it should). How to make 3 work the same…
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DCA and Create (form) on UX
Hello, I have trouble with the creation of a new item in my module using Create form on the UX. I have the error " Failed to create item ". The line item that is in my module is ruled by a DCA, allowing it to be editable only when the "Modify?" boolean is checked by the end user. Do you have any idea on how can I manage to…
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Filter Context
Does anyone know would drive filtering to require "Filter Context"? If I select a list item, it will cause problems if another user wants to select an alternate "Entity" in my example. It seems like you hard code the "Entity" by selecting something in the "Context Filter."
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Module used in Pages.
we have option on pages section to check which module is used on what pages but its time consuming if we have more than 100 pages. It will be great if we can have options in module itself to check on which pages its used so that we can easily check and correct in pages.
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Unable to Dynamically change Line Items names
Hi all! I tried to follow the steps of this article about dynamic line item names change but I can't get it to work, so I would like some help on why it's not working. For context: I am building a Price/Volume/Mix analysis which I gave the end user the ability to pick which versions they want to see the comparison, naming…
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Ability to print in multiple orientation formats from UX Dashboards
When printing an UX Dashboard, it would be beneficial to have to ability to print in multiple orientation formats from one report i.e. portrait and landscape formats so that dashboards are more legible and well formatted, without the need to print pages individually. For example, batch reporting when dashboard one is set…
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Export PDF from NUX Page
Hello, I would like to export a dashboard from the NUX as a PDF. But the native export from the NUX page doesn't work for me, because I can't display all my columns on the same page How can I select the same properties than in the classic dashboard export ? If not, how can I save this export definition to publish it in the…
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How to make Home Dashboard or Default Dashboard
Hi Team, I have created following three new dashboards in Anaplan model, how to make one of them as default dashboard when we open the model. Below "Home" dashboard should always open automatically when i open the model. I appreciate your help on this question. Thanks, Suman.
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Format by Dimension and Items in the Board
It is great that we can format by Dimension and Items in the Management Reporting, but can we have the same functionality in the Board. We use Board a lot for analysis and it will be great if we can have this functionality.
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Actions Used in Pages
Currently we can find , In which Dashboard the Process and actions were published by referring "Used in Dashboards" column in Actions tab. Similar to that, we shall have "Used in Pages" column so that we can find in which Page(s), the given process or action was published.
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How I Built It: Dynamic month, quarter, and year filter
Hello Anaplanner Community! I’m excited to participate in the ‘How I Built It’ video series with a dynamic month, quarter, and year filter tutorial. This video will walk you through how a dashboard can dynamically update time on all tables and charts. This enables multiple users to have different filters enabled on the…
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Time is missing as Context Selector
I am actually building a UX page following the instructions given in 3.4.4 Activity in which I create grids from saved views, but Time is missing as context selector on the top right corner which end user should be able to filter. PS: there's not filter applied in the grid nor the saved module views Could anyone advise…
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Remove Gaps Option for Continuous Bar Chart Visualization
Background: A continuous stacked bar chart is a powerful visualization used across multiple industries to represent data with seamless bars. This visualization helps in identifying patterns and trends more clearly without the distraction of gaps between the bars. Request: I am requesting an enhancement to Anaplan's bar…