Dashboard

Dynamic filter on a hierarchy
Hi, I built a dynamic filter on a dashboard so users can select multiple criteria. On the department filter, the end-user can only select the bottom level of the hierarchy and not a parent. This is because the filter is dimensioned by the lowest level of the department hierarchy. What's the solution to get around this…
Speedometer / dial gauge Chart
We have been getting an increasing number of requests to implement a speedometer chart on Anaplan, but due to it being unavailable, reporting on Anaplan is losing some traction, with reports being created on Power BI instead. I hope this chart can be included in Anaplan in the future as it has a few key benefits. Instant…
Redefining the default selector item on NUX
Hi, as of now the selector on the NUX pages is defaulting to the first list item of that dimension. This could be a particular material, but in general it would be more beneficial to see on a total level. I know that the app will remember what was selected, but it would be beneficial for the users being able to simply hit…
Filter / Drop Down Selection
Hey I´m trying to add a drop down selection to use as a filter on a grid I´m working on. The grid has data by client and each client has a zone as a atribiute, I wan to add the posibility to select a zone in the drop down selection and filter the clients based on the selected zone. Is this posible? I appriciate any help,…
Are there ways to hide certain line items when end user click drill to transaction?
Hi, I have a query related to drill to transaction. any input will be helpful. I have classic end user dashboard which has information related to employee. Dashboard only contains certain line items from module. but,when end user click on drill to transaction, it went to module and display all line item. I wonder is it…
Show a "Used in NUX Pages" column on the New Modules View
In Anaplan Classic, in the old modules view, there is the column "Used in Dashboards" which informs of all classic dashboards using each module. This same concept is needed within the New Module View for New UX Pages, so that model builders can quickly identify all NUX Pages using a module. I know that the opposite is…
Block / Disable create form action based on a line item
Hello. I want to know if it's possible to block/restrict the creation of an item ( via a FORM ) based on a line item. For example, if the total wallet = 0 then the user should not be able to add and create a new item. thank you
Cannot edit chart after publishing page
Hi, I have created a page in My Pages. I have a grid and a chart in it. However, once I have configured the chart for the first time, I cannot find the edit it anymore. The "pencil" symbol simply isn't there. Please help! As you can see, even in designer mode, the edit option is not there for the chart.
Not able to launch a process in UAT environnement
Hello you all. I have a problem, when I put a process on a dashboard, I can run it as long as I am on the Dev environnement. ( I have full access and am a Workspace administrator ). When I switch to UAT environnement, I cannot run the process anymore. Even more, I am able to run the 4 actions separated but not the process…
Data Write Action: Optional input on children items if summary item selected via context
In general, data write action is a great thing, but it would be even more helpful, if the option could be set to behave the following way: When in the page context, a summary item in a hierarchy is selected, that the data write action could also be performed on that level, writing the value in all child elements underneath…
Create an item using form with DCA on UX
Hello, This is my dashboard : When I check the "M?" boolean, the "Type de reconduction" become editable, because I used a DCA on it. The problem is, now that im using a DCA, I am no longer able to use the Create action button ( green one ), im getting the error "Failed to create item" : anyone has a solution for this ? I…
Export via a Report from App by API or similar tools
Hello, As discussion with support team, I have an idea for the export functionality from Report in an App. Anaplan's native function can be utilized to export a different report (when we change a filter for example) in PDF. Dose there has the method as API to retrieve all the 3 reports from your servers? It is not related…
Modelling Ideas
Hi All, Is it possible it have a view like this in Anaplan? (Q1-Q4- Time range - how to fit in GAP in the same row). Revenue, GM, OPEX, EBIT will be line items and ASI,PMO,PPT will be list. Please give suggestions on how this can be implemented. Thanks in Advance.
Set up Aligned DCA and Selective Access Management
Author: Kay Kuang is a Certified Master Anaplanner and Principal Data and Insights Architect at Anaplan. On a list level, you can use two ways to manage the access: Dynamic Cell Access (DCA) and Selective Access. There are benefits and limitations for both approaches. I'd like to share an approach that could leverage the…
Maximize cards on Boards
It would be great if we could have a functionality when setting up boards, where the user is able to maximize a card by clicking on the title header instead of searching for the maximize icon on the right. This will enable us to display forms / tables in the "hide card preview" mode, which can be easily expanded when the…
NUX Dashboard Column Charts - Change default legend label "Series 1" when no value returned
The scenario is that we have created a stacked column chart which was synced with context selector or a filter that we added to the module. If the filter (or context selector) returned no value, an empty chart would be displayed with a default legend label “Series 1” on the dashboard. This default text displayed on the…
UX (board) : Grid - formatting by list levels
Hello, It would be great to be able to apply level formatting for hierarchical lists, as is already possible for lineitems summary and row and colunm headers. The idea would be to apply different formatting for data and item names for each level of a hierarchical list, which could be combined with the formatting already…
Button on Dashboard not working
The picture above highlights the problem, every time i use the button Add Sub-GL/Vendor Item, the chart to the right should update with the name, GL account, for each department. I tried to add a new vendor expense under admin finance and legal called "anaplan", the gl account i choose was called software/subscriptions.…
App Dashboard Exports
Hi Anaplan Community, I am wondering if there is a way to do a mass export of multiple exports and combine them all into one excel file with multiple sheets. It would be one sheet for each export, but they would all be in the same excel file. I am hoping I could publish this process button to my app dashboards. Thank you!…
Exporting all the URL's from assets
I have uploaded 200 images to the Assets section, and as the url does not use the image name! I therefore need to export all 200 URL's and then create a lookup. I can export 1 URL at a time, but 200 may take a while. Can i export all the URL's for the images anywhere?
Edit default column width in maximized view
The ability to edit and set the default column width in maximized view would improve the user experience immensely. Now users need to adjust column width every time they open a maximized view which is very inconvenient.
Enable Open Different Dashboard Depending on List Property in NUX
It would be great if the "Open Different Dashboard Depending on List Property" functionality is made available in NUX. This functionality is currently available in the Classic mode and is very useful in minimizing number of Open Dashboard actions on dashboard and improve usability by opening dashboards related to the…
NUX Drill-Down side panel: hide or fold the Formula section to end users
When we drill down from a grid, if there is an underlying formula included in the path, the corresponding level will also show a “formula card” in the side panel above data. Since this formula is irrelevant to end users which may cause confusion, it should not be visible to end users. So, proposing potential solutions that…
NUX (User Experience) Worksheet filters -- PLEASE include "ANY" filter
This request was initially posted in October 2020 in the following post: Worksheet Filter AND / OR logic — Anaplan Community It's only received 16 upvotes and I'm posting this here to bring attention to this major gap between the filtering options in Classic Dashboards vs. the NUX Dashboards. As shown below, classic…
Input dialog box to enter new list item on Dashboard
Hi everyone, is it possible to make something like below scenario. On dashboard, user able to add new list item on numbered list by clic k a button, after clicking the button, there will be a popup dialog box for user to enter list item name ( in this case, display name property ). if possible, can anyone direct me any…
Planning Gross Margin % and other Ratio metrics at levels above the bottom level
Pretty much everyone would agree that Gross Margin % (GM%) is a REALLY important metric when planning your business. It’s a key performance indicator for healthy past performance, and a key driver for future investment decisions and performance management. Employees are frequently bonused on revenue and margin goals – so…
Add a button to a dashboard
I have dashboards built out for budget owners in the model layer not app layer of anaplan. I would like to add a button that essentially gives the budget owner the option to add an additional FTE to their headcount and plug in the respective salary of the new hire and see the financial effect of adding one additional…
Remove the blank space to the left of list items in a Grid View
Hello Fellow Anaplanners, Hope you are all doing great :) While building a dashboard I got struck on something, I am thinking is there a way to remove the blank space which is caused by the parent hierarchy and show the child items at the left. I though you might have tackled this before and help me on this. Thank you!…
Posting Action/Process Details to UX Pages or Dashboards
Some background info: my tenant has around 30 model builders and over 100+ end users who are not model builders. We employ a hub - spoke model structure and often times the non-model builder end users will need to run actions from the dashboards or UX pages and are unable to see the most recent run details since those are…
Column Header Labels
One common ask that I normally get is having 2 levels in the column headers. While this can be done by adding another dimension, manually hiding excess columns, and publishing them in a page, this ends up taking up unnecessary space if the intention is to just have the 1st level of the column header act as a label. Would…

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