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Remove Users at Tenant Level
Removed a user from the workspace; however, the same user is still visible at the tenant level. We would appreciate your support to remove unwanted users permanently from the tenant. Anaplan Support team Suggested by "I understand that you would like to know whether disabled users can be permanently removed at the tenant…
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Moving this post to Application ideas
Moving this post to Application ideas
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Moving this post to Application ideas
Moving this post to Application ideas
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Moving this post to Application ideas
Moving this post to Application ideas
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FCR Feature Enhancement: Support Captions for Model, Dimension Names
Current Behavior Currently, captions can be assigned to members within dimensions. However, captions cannot be assigned to: Model names Dimension names Enhancement Request We would like to request the ability to define captions for model names, dimension names, similar to the existing caption functionality available for…
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Top 10 Anaplan Functions Every Model Builder Should Know
Hi, Anaplan functions are the building blocks that help model builders create smarter, faster, and more efficient planning solutions. 1. SUM: Used for aggregating data across dimensions. Example: Summing sales by region, product, or department. 2. LOOKUP Retrieves values from another module using mapping. Useful for…
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Make Workflow Draft Templates saveable
We set up our Workflow Environment. Some of our builds are not done or not deployed yet. I cannot prepare a Workflow as DRAFT and save it if the actions does not exist in the productive environment. i want to create placeholder actions in it - but workflow prevents me to save unfinished steps. What is the purpose of a…
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Slicer Display
When you create a slicer, the displayed characteristic defaults to Caption with no way to change it. Our user community is accustomed to using Name for slicers so this has been a tough adjustment. As for now, we've been connecting an XL3 formula to the slicer output to give us the relevant information and just changing…
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UX: Format numbers in charts
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 if we could format numbers (e.g. %, $, decimal places) within the charts card configuration. This is available in…
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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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Scheduled Cloudworks integrations that fail Should have RE-ACTIVATE option
Scheduled Cloudworks integration that fail move to AUTO_DEACTIVATED status. When this happens there's no other option that re-creating the integration from scratch, which results in unnecessary work. Depending on the user, this could have a wider application impact while the Admin integration will need to re-create the…
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Loss of Functionality in UX
The newest UX update took away the ability to toggle straight to "Open this in another tab" out of the left window menu. I used to be able to right click "Journals" for example and choose open in another tab and that is now gone. I'm hoping that there is a plan to restore this functionality.
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Report Book Index
The created XLSX file contains an index of template report names that quick link to the related report tab. Since templates may be used to create multiple different reports based on passthrough parameters, I believe it makes more sense for the index to reference the Description given in the report book rather than the Name.
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Export of Revision Tags
Need a way to periodically export all revision tags within an Anaplan model into a excel file to simplify audit and documentation process, but Anaplan currently has no native option to do this. The existing workarounds are all imperfect: the revision tags page can't be copied directly (the "Compare" pop-up only captures…
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Referenced by for filters
I would like to see details of whether a module or line item is actively in use as a filter. When a line item is referenced by a formula elsewhere the target line item is displayed in the reference by column. Can this be replicated for line items which are used in all types of filter? This will help significant when…
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Remove space/indentation from list items when parent levels are hidden on UX worksheet
When parent levels are hidden on worksheet, there are a lot of white space for list items which is a big waste and also not good visualization. See screenshot below. It'd be great if the space will be shortened or removed when one or more parent levels are hidden/deselected.
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Grid cell navigation lost after switching between Anaplan and Excel
Has anyone seen this before? (1) Click a cell in an Anaplan Grid (2) Check something in Excel (3) Go back to the Anaplan page (4) Press the arrow keys After step (4), the arrow keys no longer move between cells. Instead, the Grid/page scrolls. The only way to get cell navigation back is to click a cell in the Grid again…
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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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Support Vertical Stacking of Modules in Combined Grids (Beyond Horizontal Layout)
Summary Enhance the Combined Grids UX capability to allow vertical stacking of modules (grid sections) in addition to the current horizontal (side-by-side) configuration. This would enable builders to present multiple modules in a single continuous grid view, improving usability, reporting clarity, and reducing the need…
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NUX or Old - Add Jump to Section (Text Object) Functionality
As a user, it would be nice to add a jump to section functionality on either the pages in the NUX or the dashboards of the old UX. Some dashboards can be quite lengthy and scrolling becomes difficult when you have to navigate your mouse into the white space (as you scroll down) to avoid any published module views that…
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Configurable default selection for context selector
I recently had a question from a client who asked if it was possible to set a default list member (or the top level of a list, eg. all products) as the default for the context selector at the top of a page. They wanted to be able to select a particular layer, list member or top level of a list and always have it revert…
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Shared Pages Across Multiple Apps
The Idea Allow a single page to be surfaced in multiple apps simultaneously — appearing natively in each app's home screen and dropdown navigation — without needing to duplicate the page itself. The Problem Many organisations structure Anaplan around multiple business unit-specific apps, but have pages that are truly…
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Need a way to identify line Items being used as Filters.
There needs to be a way to identify line items that are being used as Filter in same module or any other module, This would be totally helpful while deleting line items that are no longer required.
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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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FCR Feature Enhancement Request: Implement validation checks during dimension hierarchy import
Current behavior: Hard validation checks have been implemented when maintaining dimensions manually. If an invalid character is found in a member name, an error message is displayed (see below). Issue: However, the same hard validation checks are not currently supported when importing hierarchies in bulk. As a result,…
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Feature Enhancement Request: Record Duplication
Current Behavior When a record is duplicated, the system automatically assigns the name: “[Duplicate] (Original record’s name)”. User Feedback The duplication feature is widely used by many users. Overall, users find the duplication function very helpful for efficiently creating similar records. In addition, automatically…
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Process log is archived (deleted) too soon
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: Workflow process logs are archived (i.e. deleted) after 6 months. This delay is too short because it occurs before the internal audit…
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Improve error logging in a data transfer step workflow
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 the data transfer step fails, it generates the following errors in the Workflow log: Unable to execute Staging table import.…
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Log - Archived Models
It is very helpful to get retrieve a log that shows which user archived a model and who renamed the model name in Anaplan WS.
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Dynamic KPI Number Scale
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 very helpful to have dynamic number scaling available for KPI readouts. Currently we must choose either Millions or…