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Add YTD and YTG to Polaris engine
Hello, It would be a significant advantage to have YTD and YTG calendar items in Polaris. Regardless of the calculation density, these are essential for our reporting requirements—whether supported natively or through a workaround. Thanks in advance.
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ADO Training
During the ADO Training, the screen is shown to transform , add a column and for other parts of the training. It does not have the option to maximize the window/ view full screen training which impacts the training experience. Screenshot below. (If you look at the second screenshot from training - it's not easily readable).
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return the light blue color for the input data
Until recently, the input data in applications was blue. Now both the data entered and fixed by the formula are the same black color (or too dark blue??), which is absolutely inconvenient. I hope the color for the input data will be returned to a lighter blue or an alternative will be found, please.
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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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Delete Action in NUX
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: there is ability to create this in actions tab but not to expose in NUX. NUX has been out for long time and this i bucket with…
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Avoiding Unnecessary Hierarchies in Anaplan: Escaping the “Top Level” Trap
In multiple Anaplan implementations across FP&A, S&OP, and operational planning use cases, a recurring design challenge is the overuse of hierarchical lists with Top Levels, especially on large transactional or operational lists. In many projects, hierarchies are introduced early with the intention of providing “future…
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The year selected in the selector is not displayed when the page is opened.
Phenomenon: When the page is opened after launching the browser, FY25 is selected in the selector, but the year displayed in the grid is FY24. Current Workaround and Impact: The grid will display FY25 if the user first changes the selector in the page header to FY24, and then changes it back to FY25. Currently, end-users…
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Selective Access on Flat List Subsets
Currently, selective access write permissions must be granted to a parent item for end users to modify an item's subset membership. In the case of a flat list, the items do not have a parent, which means users cannot modify the inclusion of these items in the subset. This has created challenges within my organization, as…
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Additional Week Formatting Options
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: The "w/e" prefix is quite bothersome, especially when it appears on our graph axis labels. My business and executive users often…
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API Call for Imports and Import Data Sources Metadata
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 helpful to be able to pull the information from the Imports and Import Data Sources tabs within actions via API. It would…
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Adding Subcategories for App Categories
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 helpful to be able to create subcategories within an App in addition to the categories we are already able to create. The…
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Improve filter icon visibility in NUX grids (color contrast issue)/ change filter icon color
I would like to raise a UX improvement request regarding filter icon visibility in NUX grids. Currently, when a column or row is filtered, Anaplan displays a blue filter icon in the grid header. The issue appears when the header background is also blue (or a similar color) — in such cases, the filter icon becomes almost…
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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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Copy a Process
I am frequently encountering cases where i need to copy and existing Process then edit it slightly. Current example is a DEV model is being rolled out to many regions. I need to have a suite of Processes per Region as they are slightly different in the way they update from Data Hub. Right now i have to create a record of…
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Formula for Subsets
Add in a formula functionality to conditionally add items to a list subset, rather than having to manually check a boolean.
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Cloudworks Integration Flows in UX
At the moment, we are able to add Cloudworks Processes to the dashboards and the addition is great. Could we do the same with the Integration Flows? I see multiple benefits from this for several customers and I do not think that the implementation would be too different from what is currently in there. Is this currently in…
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Microsoft Teams - Anaplan Integration
A number of customers have expressed a desire to have an Anaplan - Microsoft Teams integration in the same way as now exists between Anaplan and Slack. * Push links to pages to users' Teams accounts * Anaplan notifications * Subset of above: as Anaplan Process Orchestration progresses the need / benefit from Teams link…
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Enable Sort Functionality with Nested dimensions
Current Limitation: Anaplan restricts sorting functionality on line items or dimensions in columns when rows have nested dimensions. Sorting is only allowed when there is a single dimension in the row axis. Impact: Limits the usability of reports that require multiple dimensions in row axes. Reduces the value of recently…
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[Polaris] Allow for the use of Suppress 0's functionality on saved views for Model to Model exports
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: While understanding there are potential updates in the works, an alternative solution for Model to Model import challenges within…
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FCR - ConsolidationRoundingDecimal to 10
We store our rates with 10 decimal. FCR stores the result after conversion with rounding to 3 decimal. This gives mismatches in certain validation controls where we revert the currency conversion and check the used rate. Can you please allow the engine to round on 10 decimal?
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Add Notes/Comments on Management Reports
Users(Stakeholders/CEO etc) must have access to add Notes/Comments on the Management Reports they view for better understanding, similar way we have in powerpoint
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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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Line Item Subset Formatting
This post is a bit of getting ideas to work around but also see if people are experiencing similar issues. I think it would be a good idea if Line Item Subsets could inherit the formatting and time settings from the source modules that they come from. In the situation where you had a KPI which was a %, a number and a…
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Import any month value into the rest of the months
Hi everyone! Been working on a import module where the import is set to have the base (salary) for a selected month. Then I need to use that number and import it into the rest of the month of that year. For example: Import → $1500 USD on January Then need to import o add that value for each month from February till…
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Multi Selection
I would like to ask for a new functionality within Anaplan that could really ease our work with Anaplan. And that is multi selection. I see two ways how to apply multi selection, both very helpful: 1. Multi selection for context selector. Once the dimension is displayed as "Context/Page Selector", it would be great to have…
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Synchronize Relative Largest Axis of Grouped 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: On an Anaplan New UX page, I would like to be able to group charts together. I would then like to be able to activate a setting that…
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Context Selector for Hierarchy: Option to search to match only by name instead of name or code
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 customer is searching items from context selector which has two levels in the hierarchy, the system shows results where it finds…
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Consistent Role Color Mapping in Charts
Idea Description: As an Anaplan UX user, I want to assign fixed colors to roles in chart cards, so that colors remain consistent across associates and months for better visual clarity and comparison. I have Months in Line items and Associate/Role combo list in rows and based on associate/role combo list selector the card…
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Filter a table based on extra dimensions not present in the module
Anaplan page building would be greatly benefited by the ability to set a filter on a module based on a line item that has additional dimensions - those dimensions would then be added to the page selector area, and the filtered table would respond to changes in page selection. For example, if I had data dimensioned by SKU…
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Ability to rename/delete native Versions via import action
Anaplan currently provides the ability to create versions via an Import action, and update Version settings via an Import action. Ability to use an action (of any type, Import or otherwise) to do the following: - Rename Versions - Delete Versions Business Need: As we seek to continuously improve our planning process…