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Quick Collapse of expanded grid rows
Quick Collapse of expanded grid rows will help improve usability of this new feature.
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Freeze Panes by Default on UX Pages
I would like the ability to set certain rows or columns on UX pages as "frozen" by default. As of 2023 end users can select certain columns or rows to freeze, but it would be a major improvement to be able to have those frozen panes apply to all users.
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Expose Copy and Archive (Model Backups) in API
Currently model backups can only be done via the application interface. The company I am working for does these backups daily and since we support a large number of models this turns out to be a very time consuming process of accessing each model individually and initiating the archiving via the web browser. Exposing this…
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Rename Line item in Production model
I have created a mechanism by which Line Item name can be changed using a Process/Import. It works perfectly fine in Standard mode. But, in deployed mode it shows an error "Deployed mode is enabled and you cannot change the structural data of this model. Change to standard mode if a structural change is required." Could…
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Validating ADO transformation view rows against Anaplan lists
I have encountered a gap in ADO's filtering capabilities for transformation views that I believe many integration professionals share. When working with source data, it is common to receive files that contain codes — currency codes, cost center codes, product codes — that are not relevant to the current Anaplan setup.…
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Allow custom background colors for individual cards on Boards
With the recent release of the Board background customization feature, it would be a fantastic addition to also have the ability to define a specific background color for individual published cards. Currently, cards blend into the main background or rely on default styling. Allowing a dedicated background color for cards…
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"Model is busy" context
All End Users and Executives experience this issue. When the model locks up (from integrations, inputs, etc) in the UX, all users see is a "Model is busy" without any context. It would be great if: They can see who is making the update They can get an estimated time of the model being busy This is key - When they see…
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Single workflow supporting multiple Models
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 have a singular workflow for budget monitoring that is identical across 20 models. Currently, we need to create a new workflow for…
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Enhancement Request: Improve Drill Down Visibility for Complex Formulas
One challenge I run into frequently when troubleshooting complex formulas is that the Drill Down feature shows all contributing line items, but it doesn't clearly indicate which parts of the formula actually evaluated to TRUE/FALSE or where the logic path was executed. For example, in a formula with multiple nested IF…
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FCR Security profile access based on dimension property
In order to optimise the way profile acess is granted, especially on huge groups with several reportings based on different reponsability scopes, having the possibility to grant acess dynamically to a group of entity based on a property would be a significant gain. As an example on entities, if you want to grant acess to…
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Anaplan DM - Missing template for "reject approved document 2 and 3"
In Anaplan DM for template mail triger by workflow : We have the option for the action reject approved document But not for reject approved document 2 and reject approved document 3
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FCR - Entity alternated hierarchy use
Currently the entity alternate hierachies are not used as they should. Several issues are encountered when using those : Validation reports and Intercompanymatching report can not be filtered using this alternate hierarchy. Whereas it is only a matter of what members you want to see. When using the alternate hierarchy on…
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Anaplan DM - option "send just one mail for bulk action"
On Anaplan DM This option exist only for the action "open document" This option could be very usufull for other action like submit or approved. From parent we can approved child with a bulk action. Since we don't have this option, user receive one mail by child document.
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new module experience
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: It is not possible to export the modules view from the new modules experience. It is possible, but fiddly, to highlight and copy,…
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Anaplan History Extraction based on Specific Criteria
Hi Anaplan Team, We now only have one option for extracting history: selecting a date range. It will benefit all model builders and Anaplan workspace admin users who truly take part in model development if we can offer more options, filters, or criteria. History Extraction Options along with Data Range: based on a specific…
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Line items
Hi Anaplan Team, Model builders could work more quickly and efficiently if we could display the list of filters and import actions. When we attempt to delete a line item, Anaplan shows the referenced line items, but it does not indicate which line items that specific line item is using in filters and import actions.
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Introduce Native Negative Binomial function
Describe the problem or experience related to your idea: In inventory planning models, Target Stock Levels are commonly calculated using a Negative Binomial distribution to model demand variability and set safety stock/service level targets. This is standard practice because demand is typically overdispersed (variance…
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Workflow error requires (unnecessary) confirmation
When i setup my Workflow with "Allow next occurence to run if previous is not complete" then it comes to errors from time to time without a reason, and it continues as it shoult. BUT why do i have to confirm that? These "Action required" annoys me. And then i have to find in somewhere a hidden menu to agree that there was…
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Management report should support more dynamic layouts (e.g. filtering on columns to display)
Below is an issue which is stopping me from using Management Report (UX Page type = Report). The issue is that once a card is published to the page: * Dynamic columns are not respected if based on a filter there should be more columns than initially published, it won’t show * Dynamic columns are not respected if based on a…
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Make Page Builder Workspace Scoped (Limit Delete in Prod)
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: Our developers need Page Builder access to create and manage Apps/Boards for model building and enhancements. This is primarily a…
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Number format default settings
We use several languages and currencies in our environment. It would be usefull to switch the default number format of number line Items depending on what country the user come from how the user have set it (LI) driver based //GP
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Block Line item deletion if it is used in saved views.
I should not be able to delete any line item that is part of a saved view or used in an action within connected models. With the growing number of interconnected models and imports, any deletion, movement, or renaming of line items can break imports and disrupt connections between models. This safeguard is essential as a…
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allow users in model view to see where other users are in the model
when multiple users open a sharepoint file, sharepoint has avatars at the top right showing: who's in the file/location where in the file they are and whether they are making changes, or just have it open it looks something like this: anaplan should also have this function. when multiple model builders are working thru the…
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Management Reports - Users to Edit Text Cards on Page
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: It would be great for my end users to be able to look at a management report and edit text directly on the report without going into…
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Track Page Usage by User and Model Role
It would be great to be able to see which pages are most utilized by our users. This would allow us to be more strategic with future page building, while also allowing us to remove pages that are no longer being used, thereby reducing clutter for end users when navigating between pages. Having the ability to view these…
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Chart with secondary axes, and different types
I am fairly new to Anaplan reporting, I might not yet know of a workaround, For various reports we might want to plot different measures with different scales. For instance the evolution of a population having a car and a percentage of said population. I would imagine a column graph for the population, and a line for the…
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Workflow permissions
Hi, As mentioned on our ticket CS0045337, workflows don't work accordingly the beaviour. If the creator of a workflow quite the company and the workflow is parametred to work with the trigger permission — we always disable the option "Run with origin user" — it has to work, such as cloudworks work. The change of ownership…
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Custom Subtotal Aggregation That Still Cascades
How I got a subtotal to subtract one of its children — and still roll up correctly to the total — without touching the parent. The problem I had a P&L subtotal — I'll call it Net Other Income & Expense — in a standard list hierarchy. By default, Anaplan sums the children into the parent: Net Other Income & Expense ├──…
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Adobe PDF in Workflow
Our report books are currently being run in a workflow. The only available outputs of report books are excel, however, we present to management in PDF format. This creates a lot of manual lift as each report book has to be exported (or emailed) and converted to PDF before sending to the end user and we have upwards of 32…
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Ability to send Foreach-generated exports as email attachments in Workflow tasks
Hello, I'm submitting a question, or an enhancement request if this doesn't already exist. In Anaplan FCR, the Workflow module currently supports two separate task types: creating files via an export task, and sending emails to non-Anaplan users. My request, which would be very valuable for day-to-day FP&A use, is the…