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UX: Wrap Text to accompany long list item names/display names on Standard Row Size
I would like the ability to wrap text in list member name or display name, especially when its pivoted into rows. On my views, I pivot multiple dimensions into my rows. I would like to keep the "row columns" small, since they aren't a huge value add. The problem here is that the list name gets cut off. There is so much…
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Additional Sections on Worksheets
The open and close cards from the insights panel is great functionality. My ask is the ability to have more cards expanded. For example, I would want the main grid, and 2+ secondary grids expanded at once. This impacts all end-users.
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Dynamic Card Sizing - Boards & Reports
There should be more resizing options in the UX. It would be nice if Page Builders could control the default, and end-users can dynamically adjust. Idea 1 The ability to resize the grids/graphs/sections on the fly. I imagine this similar to when a second card is expanded on a worksheet, the user gets the ability to change…
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New features - Grid design - members/dimension location in the Excel sheet
Hi, With an other Excel Add-in, I was able to select the cell I wanted to put the dimensions/members. I was also able the select the cell where the data restitution begging and if I need to have empty columns or rows between headers and data : Do you know if this kind of feature can be develop on Anaplan XL Add In ? Best…
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Color Code the different workspace environments for Anaplan
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: As a Product Owner, I spend a lot of time in our different workspace environments updating various configurations, entering data,…
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NUX 'Show history' to show action/process changes to cells (per classic dashboards)
Following on from the below thread, Problem: Cell history in NUX is incomplete and does not include all changes resulting from imports/processes, causing gaps in auditability and confusion amongst users when they don't know why things have changed. This works as expected when using a classic dashboard. An administrator…
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Best Finding for Truly Understanding Optimizer (Conceptually & Technically)
🚀 Best Finding for Truly Understanding Optimizer (Conceptually & Technically) One of the most effective ways I’ve found to deeply understand Anaplan optimizer both conceptually and technically is by working hands‑on with Excel Solver. Why? Because Solver forces clarity. It makes you explicitly define: 🔹 Decision variables…
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Align dual-axis zero & scale of Chart
Idea description: As a user creating dual-axis charts, I want to align the zero position and control axis scales, so that the chart is visually consistent and easy to interpret. Example of enhancement: I’ll know this is successful when the zero position on both left and right axes can be aligned (even with negative…
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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…
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Additional Insight Card Open Link not working in Dashboard
Cannot click on the title to open the Card, but in a normal worksheet, I can click on the title to open the card in the bottom window. In Dashboard, additional insight user has to click on the box icon on the left of the title, which is different from a normal worksheet. Please standardize the user experience if possible.
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Chart Signage
In some cases, we want to reverse the signage of the chart so that if we have costs increasing in P&L, we want the chart to go up rather than down. Creating additional modules for this with the signage flipped creates additional overhead and space for these one off dashboards. It would be good if we could either change the…
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Sort on multiple line items like Excel
To enhance the usability of UX grids, it would be nice if users had the option to sort on multiple line items at once. This would mimic Excel functionality that allows for multiple fields and sorting logic in one sort:
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Full Refresh with option to do a structural refresh
Currently a full refresh only refreshes the data. Structural changes should also be able to be fully refreshed into an existing source data object.
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Sandbox & Extended Learning Resources for learners
As Anaplan continues to evolve with advanced capabilities especially with recent AI driven innovations like CoModeler, Agent Studio and planning agents there is a strong opportunity to further enhance the learner ecosystem alongside the platform's innovations. One idea would be to introduce sandbox environment, along with…
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Notification Button: Multi selection on Notification action created from UX Page
While configuring Notification button, from UX Page, either we can pre-select all the person need to be notified, or notified based on line item/role configuration. Idea: It would be good if we can let Users choose people who need to be notified, from UI. Like a checkbox based on User list. The user will then check the…
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FCR: Remove the Search Pop-Up in the Journal module
In the FCR Journal module, the Search menu always pops up when you first enter the module. This makes no sense when it is likely that the user will want to create a new journal more often than not. Remove the pop up and make create new journal the first option / page and allow the user to select search as an option
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FCR Feature Enhancement: Copy data form when using same as source option
User Feedback: We use the copy data form to delete those unnecessary data in the model. However, we observed that when “Same as source” is selected, the target slicer values do not become blank; instead, they remain displayed in the form. Although the calculation correctly ignores the target slicer values, this behavior…
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Provide a Native Anaplan Connector for Microsoft Power Automate
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: Anaplan currently does not provide a native connector for Microsoft Power Automate.In our enterprise environment, this is a critical…
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Export Metadata Response Insufficient to Perform Schema Validation
BACKGROUND For my outgoing data integration, I've configured export actions to not include the default list columns so that the csv doesn't contain columns which may be incompatible with BigQuery e.g. `G1 Market# - Display Name`. Instead in the export module, i've replaced these with a dedicated column which has a custom…
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When loading YTD data in import do not automatically clear the periodic data
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 importing Amount data, the periodic_Amount field is automatically cleared. This should be optional so user has control over…
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LDAPS Configuration
Hello, I need a way to route authentication credentials through LDAPS instead of LDAP. Customers have made changes in their security departments and now require all communication to go through LDAPS. Initially, we tried blocking the LDAP port, but unfortunately that caused ANAPLAN XL to fail. However, this is such a…
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Running NPV Calculation
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: NPV function in Anaplan gives the final NPV value unlike Excel's XNPV which can be extended to calculate in each period. We had to…
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Workflow Template Groupings
It would be great if workflow templates can be grouped by admin, so I can filter on workflows that are related to the overall high-level process.
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Ability to Export Role Access by Page
For access reviews, it would very helpful to have the ability to export a view like below for all roles. The below screenshot shows page access for one particular role. For models with many pages and roles, there is currently no easy way to show access summaries to business owners.
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Enable Direct Integration Between DocuSign PowerForms and Anaplan
Currently, Anaplan supports integration with DocuSign templates to send documents via email and track signed responses back into the model. However, it would be highly valuable to extend this capability to DocuSign PowerForms as well. The proposed enhancement would allow administrators to publish a PowerForm link directly…
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Export Action Notes
Export Action Notes 1. Purpose of the Export Action What it does: Describe why this export action exists. For example: "This export action allows users to extract specific data from the Anaplan model into an external file for further analysis or reporting purposes." Who uses it: Identify the intended audience. Example:…
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Set Default & Page-Level Toggles for Card Comments/Maximize
Hi all, Just discovered we can turn off comments and maximize on cards other than text. As I was using it, an idea came to mind. Since I'm usually turning comments and maximize off for cards like images and text, it would be a huge time-saver if they were off by default. Another idea could be a "apply to all cards" button…
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Anaplan XL Enhancements
There are few things which I thought would make sense with respect to user using Anaplan XL: Creating Anaplan Connection: Currently creating Anaplan Connection gets active the moment we select module from a model, but still we can build reports from Any module of that Model. So its ideal to have ability to create…
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Context Selector Expand and Collapse: Set Children Default: Opened or Closed
Background: The first click of a context selector on a NUX board the entire hierarchy opens out all levels right down to the lowest level. This means the user (all users, but focused on business/end users, executive-level) has to manually collapse each level they are not interested in seeing to navigate to the area they…
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Show Line Item Format in New Model Building Experience
The new model building experience is far better than the classic and needing to click into every module if syntax is unknown. A big incremental enhancement would be to add some sort of icon or naming to show you the Line Item type. Adding this naming would allow the builder to better understand what they are referencing…