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Export defined in a model should be connected to a view
Hello Team, Currently, when we create exports and save them in actions - they are disconnected from real module views. Example: if you create a new export definition, based on a current view (with a filter or smth else) it is not possible to revisit and amend this view after some time and see what view is feeding an export…
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Full text is not visible when the cursor hovers over the cells with multiple axis
When I hover over the text in the cell with a single axis, full text could be visible. However, when I put the cursor over the cell with multiple axis, the text is no longer visible. Therefore, I need a function to use in order for me to see the text of the cell that has multiple axis.
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Role and Save Buttons on the administration Assignment page Do Not Work
The Role and Save buttons on the administration Assignment page do not work. For example: First, I select the User(Ex:User A) who wants to set the Roles. Second,I click the "Roles" that I want to set for User A (Ex：Page Builder) and click "Save" in the Assignments Function. At that time, it seems like the role setting is…
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Select display name of a numbered list in the configure tab
It would be good if you could choose the display name of a numbered list item in the Configure tab, as well as going to the list settings.
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Remove limitation on saved views to only have 3 lists in rows
In cases where data needs to be imported from modules which have more than 3 lists we have to create multiple saved views in order to bring the correct filtered data. If new members are added on lists then potentially new saved views have to be created which causes a lot of extra maintenance. Would be nice to be able to…
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Cloudworks Integration Email "Cloud works integration broken."
Hi Team, I have a few requests for cloudworks: * Can we have the ability to select the users that will receive email notifications for cloudworks * If an integration file is processed via cloudworks and it has any records that come up with ignored or any rows that that failed an email is sent that says "Cloud works…
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Ability to indent line items in a module
Besides for the Style on a line, it would be great to have some more control over the indent of various line items, so it can be manually styled to suit various users needs. As some organisations have multiple levels and the default Styles only offer a few limited options.
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Anaplan Chat Support
There should be an option to upload error screenshot while support chat. It is difficult to explain the agent what is the issue(for technical issues). Attaching a screenshot will give a better understanding to the Support team
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Ability to include Line Items within DocuSign Workflow Names (& therefore DocuSign email Subject)
We would like to have a small number of DocuSign Workflows which can be reused to complete standardized processes which are initiated in Anaplan and completed in DocuSign. Currently Anaplan uses the DocuSign Workflow name as the Subject of the email which is sent from DocuSign. This means that each email recipient receives…
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Dynamic Sum based on Multi-Select in Context Selectors
This is an extension of already requested options to select multiple items in a UX context selector (for reference, see that Idea here and here). I wanted to call out the specific request that it be possible to have dynamic sum based user-selected context items. The point has been mentioned in these Ideas here above but…
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A master undo/redo button
For productivity issues, a master undo/redo button on Anaplan will help alot. Currently only few things can be undone, but a master undo will help alot e.g undo data updates, undo formula changes .... Any thoughts!
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REQUEST: extend the Data Write action to toggle
Allow the Page Builder to set a Data Write action to "Toggle." It would set False to True and True to False.
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REQUEST: extension of Actions to KPI/Image Cards
REQUEST: Allow the Page Builder to do the following for a KPI or Image Card: Configure Actions select an action (I want Data Write) Setup the action Publish the End User can now click the Image/KPI and the action is performed. This would be limited to a single Action.
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REQUEST: one click, save all Cards on a Board into Card Templates
REQUEST: ability for the Page Builder to, with one click, save all Cards on a Board into Card Templates. To handle cards without a Title it could Prompt for names Show a list of cards and require names or auto create names based on the name of the source Board.
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REQUEST: ability for the Page Builder to “convert” a Board to a Worksheet
Select Source Board Select Grid Card as Worksheet Grid All other cards are placed in “Additional Insights”
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Being able to re-order the front door landing page: preferred order would be Apps, Pages, Models
For a better user experience we should be able to customise the order Apps, Pages & Models. If not possible to customise the order then given the move to NUX you should consider ordering the front door as Apps, Pages, Models
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Selectively hide objects (models and pages) on the Front Door Landing Page/Home Page
Workspace Administrators need the ability to selectively hide objects (models and pages) on the Front Door Landing Page/Home Page based on roles. All of our end users (400+) are accessing Anaplan data through the Apps, and they have no need to go into the models. They won't see anything in the models should they open the…
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Dimension should be synchronized to Additional insights cards when selecting line items under it.
Hi team! We have our Worksheet layout set like this. (Please refer to the attached screenshots) When user select the ‘Product’ on the very left of the Worksheet, Additional insights will be synchronized. (Screenshot ‘input 1’) The problem is, when selecting any line item cell under the ‘Product’, Additional insights will…
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Cloud works AWS S3 Automatic file selection from dropdown
In Cloud works AWS S3 connection, user get to choose file from dropdown. If a similar file is generated month on month with a slight change in name (For e.g.: ABC_Apr22, ABC_May22 etc.), then user will have to manually change the data source and there will be no automation for this. I recommend giving asterisk/wildcard…
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New UX Import Dashboard Feature - Enable/Disable Pivot Default
Hello, My team and I are in the process of migrating hundreds of classic UX dashboards to the New UX. I've noticed that while using the "Import Dashboard" feature, the dashboard that is imported to the New UX does not factor in the existing pivot setting that was set in the classic UX, and instead defaults to disabling the…
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Sorting using line items from another module
It would be really useful to apply sorting based on line items in another module. Also when entering a subsidiary view. The idea is a copycat for this Idea but about Sorting feature.
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Standard Solution for Iterative Calculations
There is a need for Anaplan to have standard Iterative Calculation Functionality. The model that I’m building for the client includes multiple circular references. I need to calculate the amount of the Cash Available for Investments that depends on the Ending Cash Balance (amongst other line items) for the period. Ending…
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QUICK-SUM BAR in 'maximize' mode table
Add the 'quick sum' bar also when visualizing tables in 'maximize' mode. This functionality now is available also in the default visualization for tables, it could be useful to add also when visualize the table at its maximum
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Improve Functionality when adding an Action to a Process
Currently, when a Builder is adding an Action to a Process, the added Action is always added at the bottom of the list of Actions in the Process. This results in the Builder having to move the Action up the list, clicking the up arrow over and over. There is no drag function. Request: give the same ability that the Builder…
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Within Excel Add-In having an ability to customise elements on the fly
I'd love to this feature become available is an ability to create individual dimensionality intersections, similar to that of TM1 or Jedox. This is where the various element intersection points can be typed into the excel sheet and so long as that sheet is connected to Anaplan, will pull the data into Excel. This is also…
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When exporting a NUX dashboard to PDF, Links should remain clickable from the PDF file
If I have a New UX dashboard which includes links created with the MAKELINK function, when I export the dashboard to PDF the link looks clickable from the PDF file but in fact it is not. I would like the links to remain clickable in the exported PDF version of the dashboard.
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Allow Report Builder to Change Colors of individual dots on a scatter plot
Use Case: We need the ability to change dot colors on a scatter plot (not based on conditional formatting) so that the scatter plot can better visually represent the data. For example if we have 6 companies, or 6 products displayed we want each of those to have its own color. This is currently not possible if the products…
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Merged: Password reset notification a few days before the deadline
This discussion has been merged.
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Object ID Re-Assignment Using Back to the Future Approach
This is related to application lifecycle management. We have observed that the production data wiped off for a line item when we pushed a tag to the Production model from the Current state of Dev model. When we debugged the issue, we found that Anaplan is treating the changes differently in different states. For example,…
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Automated method to refresh data from Production to another environment
Right now in order to refresh Production into Integration for instance, we must: - Ensure that no Revision Tags are in progress and that they are all deployed to Production before starting the refresh - Archive the target model - Duplicate the source model into a new Integration - Reset all the security as they were -…