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DocuSign > Anaplan Integration for multiple Users
Currently, when using the DocuSign integration inside Anaplan, only the User who creates an envelope or workflow has access to that envelope or workflow. This idea is to allow for multiple Anaplan admin users to be able to view/edit/use each other's created envelopes and workflows.
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NEW UX: Link to pages in other apps within the same workspace
In Classic Anaplan, we have one big model within a workspace. We're considering building it again in the new UX and expect to break the big model into more functional apps. The trouble is some of these apps are not entirely siloed, i.e. users will need to move between pages within multiple apps. It would be really helpful…
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Add 'Does Not Contain' as condition when performing a filter on a text formatted line item
Many of our users would find it helpful if when filtering on text formatted line items, there was the option to use 'Does Not Contain'. There is a 'Contains' condition, which has proved helpful, however a 'Does Not Contain' would also provide a lot of value.
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Max function should work in Anaplan Optimizer
Hi team, the Optimizer functionality is primary used for finding the optimal solutions to complex planning and decision-making problems. As of now Max() is not working with in the anaplan optimizer, it is good if you accommodate this in upcoming release.
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New UX Idea - Dafault source model listed in more than one model used as a source for a page
This will be helpful to choose a default out of two or more sources used in a created page. Currently users see the first listed source when they open a page for the first time. And can be confused of the wrong data they see on the screen. The order in the settings of a page below does not affect on how the models will be…
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Comparative Version
Would it be possible to add a "Comparative" or "Prior" version along side actual, forecast, plan. This would enable to fully utilize reports in NUX.
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Option to leave no gap between two grids & others on NUX (see pic)
Please refer the picture below. It would be nice to have the following features to make the dashboard look professional: Ability to leave no gaps between two grids Ability to color background of titles. I have done a workaround to able to color the headers in the image below Ability to show/hide…
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Automate/Improve Resetting Next Item Index for Lists
Problem: There is no automated or pre-emptive way to reset the “Next item index” on a list without first clearing the list. Issues Caused: When using a data hub with a large data set that is refreshed daily, we regularly exhaust the item index. This causes the import process to fail and results in refreshing of all…
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Enable “Ctrl” + mouse single click to select multiple cells
Hi team! We find that Anaplan’s NUX Page is missing the function of adding up multiple separated cells and show the sum value on the bottom right corner of the page. This is a useful function when users want to see the sum of a number of cell values that are not adjacent. Solution: Enable “Ctrl” + mouse single click to…
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Group Models on ALM on Home Page
Building off of other ideas where models in ALM can be represented in different colors. It would be nice to group all models on ALM under one launcher. For example, if we have DEV, UAT, PROD for an Incentive Compensation Model, a user would initially see "Initial Compensation Model" under models and then be able to select…
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"Restore Page" button in the New UX
Having a "Restore Page" button in the New UX, like the "Restore App" button that saves Apps up to 30 days. Emailing support@anaplan.com every time you accidentally delete a Page is not very convenient. In other words, too much damage could be done to an App (by deleting a Page) with 2 clicks.
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Number format for Text Card using Insert Data
Ability to change the number format eg thousands, %, 1 decimal place for Text Card using Insert Data.
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Ability to change the chart axis using a module to make it dynamic
Normally we analyse 2 charts side by side and we also overlap 2 nested charts (due to different colour not being supported in Anaplan. The charts don't align depending on the values of a particular month. Workaround is to keep the axis fixed but we have to review the charts every month if the actual values is outside the…
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Quarter To Date and Half-Year To Date in the Time Summary Period
It is great that we have Quarter Totals and Half-Year Totals in the Time Summary but we also need the ability to calculate Quarter To Date and Half Year To Date, the same concept as the Year To Date (currently available). This is crucial when analysing To Date performance which is required in most of our monthly reporting.…
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I want to be able to click a cell in a grid to update context selectors in the NUX
On a page where my context selectors are the dimensions of a grid, I want to click into a cell to update all context selectors, not just be able to click into the headers of rows/columns to update a single context selector. This would allow users to make the UX journey smoother and save time by dynamically updating more…
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Static Column Width & Autofit - the Minimum Column Width Idea
Column Resizing! It is finally here, the folks looking at large numbers will be able to see the entire number. I am clearly excited after 4 years this finally came out. This enhancement is regarding what the UX does when you do a fixed column width. In the screenshot, I have fake time in the columns which has a dynamic…
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Hyperlinks
It would be nice to be able to use hyperlinks to direct users to a Teams site or shared folder.
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Management Reporting Page - Slide size change to 16:9
As a page builder, I would like to be able to select the slide size (4:3 or 16:9) when creating a management reporting. Slide size in (Management) Reporting, both within Anaplan as well as in the .pdf export, is currently 4:3. However, the new standard format of slides nowadays is 16:9, as this format fits the screen size…
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Use KPI Cards to Hyperlink between Apps
Use KPI Cards to Hyperlink between Apps Provide the ability to enter a custom URL in a KPI Card that allows users to click on a KPI card and navigate to a separate Dashboard within a separate App or external website. Currently KPI cards can only link to Dashboards within the same App.…
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Underscrore not showing in Module name
Hi Team, It seems confusing to others when they check the module names(2nd). I mean for example: module "Monthly_Distribution" is showing correctly below but however if check the module name(mentioned in 2nd) it is not showing underscore. Sometimes it will be a bit difficulty to find the module if it has multiple…
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Copy Conditional Formatting Rules Across Multiple Line Items
One request I get from users is adding conditional formatting. A lot of times users want a standard color in cells that allow input. Creating rules for multiple line items is often times cumbersome, so I would like the ability to easily apply a rule across multiple line items. For example, one UX card has three input line…
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'Not Between' Filter in the UX Grid Card configuration
We often use filter to remove small numbers eg less than -$100k and greater than $100k but to do this we have to do 2 filters which is not ideal / best practice. Are we able to add Not Between in the UX Filter so we can only do 1 filter for each grid. Thanks.
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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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Change individually the colour of the chart series even with 2 dimension/list (nested charts)
Ability to change individually the colour of the chart series even with 2 dimensions/list. For example we have Product + Country as the 2 dimension/list in the rows and Time Period in the columns. We can change the colour for different products but not the combination of Product + Country. In the example attached, we have…
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Option to add multiple models in App[Multisource App] at one go.
Hi Team, Currently, We are using a multi-app set-up (Dev, Test, Prod) for our UX apps to a single app enable with multiple source models. But we need to go page by page and add the multiple models. It's very time consuming process cause if we have around 40-50 pages , we need to do one by one. It is better to have option…
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NUX Pages Visibility and Editability
AS IS: If the NUX page is associated with only one model, the page will disappear when the model is archived or deleted. TO BE: The NUX page must remain visible, accessible for viewing and editing, even if the linked model is archived or deleted, so that you can link the page to another model, read the text blocks, check…
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Do not block other models when importing another model on the same workspace
As a model builder and workspace admin, I need to be able to continue to use my other models while another model is currently being added by importing. This is required because currently, when we Import a model (from another workspace), this operation will block / freeze all other model in the target models while the…
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Use columnar file formats with cloudworks
WIth the ability to connect cloud storage to anaplan with cloudworks, it would be great to be able to use columnar file formats (like parquet or orc). Parquet format is considered a better file format for analytical workloads as large sets of data can be read faster than with row files format (.csv, .txt, .tsv..). As these…
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NUX Pages Visibility and Editability
AS IS: If a NUX page is associated with only one model, the page will disappear when the model is archived or deleted. TO BE: The NUX page must remain visible, accessible for viewing and editing, even if the linked model is archived or deleted, so that you can link the page to another model, read the text blocks, check the…
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Formula Validation when using Line Item Subset with SUM
Please implement the same validation rules when using SUM over a Line Items Subset as are present for using SUM over List dimensions. Currently no error message is shown when creating a formula with SUM over an unneeded or incorrect Line Item Subset while an error message appears when doing the same for SUM over a List…