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UX Grid Formatting Improvements
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: In the UX, when formatting a grid and changing the 'data' formatting this also changes the headers. It is not possible to set a style…
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Completed Anaplan L1 & L2 Model Building – Seeking Opportunities
Hi Anaplan Community, I’m excited to share that I’ve successfully completed both the Level 1 and Level 2 Model Building certifications in Anaplan. Throughout this journey, I’ve gained hands-on experience in model building, problem-solving, and applying Anaplan best practices. I’m now actively looking for opportunities to…
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Include the Internal (Full Access) Cloudworks account in Users for easy permissions management
I have recently learned that the reason some of our Cloudworks integrations were not running properly is because the Internal (Full Access) account used by Cloudworks was not assigned the appropriate list-level security. The following Anapedia article describes the requirement: Internal (Full Access) | Anapedia The idea is…
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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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Accesing Anaplan XL
Hi Team Anaplan XL is real dark horse and its amazing strength for Anaplan. Further the vision is to include it as part of app for new sales and existing new implementations. Keeping this in mind its ideal to follow this experience: Under "Home" Menu in Anaplan give the option to access Anaplan XL First time user would get…
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True ALM for Anaplan Data Orchestrator
Currently ADO only has a single tenant level environment to all store source data, transformations, and links. This can make managing ALM challenging. Being able to have separate (and sync-able) ADO Dev/Test/Prod environment(s) would be more manageable than housing everything in a single tenant wide space. Having true ALM…
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How to set up cloudworks process job biweekly ?
Hi team, I am using cloud works to schedule a job to run, but I need you help to set up the process integration biweekly. How to schedule a job biweekly?
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Erase Backups to fulfill the Law
Last week at Sonum International we received a ticket from a client requiring to delete all the backups prior to 2019 to fulfill the law on data protection. We have been doing backups on a weekly basis since the project started. It means that there are more than 4000 Backups that need to be reviewed and cleaned one by one…
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Last Non Zero function in the Time Summary
We often need to pick up the last non-zero in the Time Summary. There is a function "Last Non Blank" for text but we don't have the same functionality for Numbers.
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Hide Background on Grid Cards
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: Turning off the background on text/action cards has allowed us to create clean/smooth dashboards, but the backgrounds around Grid…
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Ability to set card widths with more precision than just the 12 pre-set columns
Hi, It would be great to have the ability to adjust card width/height with more precision instead of limiting the widths to the 12 pre-set bars: Without this feature it can be difficult to have pages look neat and organized while also displaying all the information that our users require.
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Make Integration admin role available for visitors & partners
It's currently not possible to assign an integration admin role to visitors and respectively also not to Anaplan Partners. This makes it a challenge when helping customers with Cloudworks or when just setting up a scheduled model-to-model import. It requires always someone at the customer capable to set-up the connections.…
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Undo option on Report pages
When making edits on the Report pages it would be very helpful to have an option to UNDO changes (even if its the last change). Often if you are trying to align cards things get moved and it takes time to go back and add them precisely.
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Please Reflect Chart Legend Toggle State in Management Report PDF Exports
Issue: When exporting a Management Report to PDF, the visibility state of a chart legend (toggled via clicking) is not reflected in the exported file. Observed Behavior: On Boards, when exporting a chart as an image (e.g., PNG, JPG), the visibility settings (e.g., hidden or shown legend items) are accurately reflected in…
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Anaplan UX - APP - META DATA Columns
As an Anaplan UX Page Builder and Ender User, I need the Apps area display app META DATA columns such as: Created By Creation Date Last Modified By Last Modification Date App Type App Version So that it is easier for me to manage the Apps under my Anaplan Tenant. App Type information should be editable only by the Page…
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NUX - Multiple Pages/Worksheets Open at a time
As a user of the New User Experience, I want to have the ability to have more than one Page or Worksheet open at a time. Depending on the setup of a model, and UX, many users may create temporary views and jump back and forth between a couple of grids to validate or compare. In the classic UX, you can have multiple…
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Create a Formula to Reference a User's Model Role
Dynamic cell access can be extremely challenging with long user lists, especially if you want a user's read/write abilities to be dependent on their model role. If we were able to reference a user's model role via a formula, we could create role specific criteria for dynamic cell access.
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Save UX pivot settings
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: We are encouraging our users to stay within the Anaplan environment as much as possible when manipulating data. Analysis requirements…
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Formatting time: Period instead of month
Would be great if a customer could choose how to format the months not just Jan 21 but P01 21 or P1 21 or P1 FY21. Now the period notation is only possible when selecting "13 4-week periods", but not if a customer selects any of the other option, like a month model or a week model with 4-4-5.
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Possibility to make formatting options more flexible
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: UX limitations – lacks flexibility, constrained by predefined rules, and formatting is not easy (line items need to be formatted one…
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Request for making Anaplan be able to accept various forms of date formats in CSV import.
Excel opens CSVs and changes CSV's date formats depending on users' PC regional setting whereas Anaplan only accepts single date format in importing CSVs. When users import CSV files to Anaplan, they edit source CSVs in Excel. However, in case of apps for multinational users, depending on regions of users date formats vary…
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Restrict Characters in Open Text Line Items
It would be great if text formatted line items that are user inputs could be restricted to only allow certain characters. When users are allowed to input an escape character or newline, it can create problems for exports.
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App Folders & Better Organization Options for COE
As a COE, we would like a better way to manage applications across a large organization. It seems the only ways to do this is prefixes, access and deleting/ restoring (which has an expiration I believe). Would love to organize training applications, POC apps, etc. in specific folders or groupings to ease general…
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Add note / comment out in the formula editor
Ability to add notes / comment out formula parts in the formula editor similar to '- -' in SQL or ' in Microsoft Visual Basic
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Native Versions: Add as a Line Item Format Option & Allow Subsetting
As a model builder, some of the native version functionality is great. However, there are limitations that prevent it from being preferable in several cases. For this community idea, I am requesting the ability to have both of the below functionalities for the native versions in Anaplan: 1 . The ability to set a line item…
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Have time as line item format (12:00, 12:30 etc)
Would be great to be able to have a line item format of time - not this isn't knowing what the current time is but users being able to put in 12:00, 12:30 etc or imported via datasets As we look towards having operational planning models being able to capture time as a pre-defined dataset rather than creating a list would…