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Dashboard Filter Options for Module Saved Views
It would be great if there was a way for us to “lock” the filters that are part of the Saved View being published to a Dashboard. A lot of my Dashboards contain filtered views from which my users like to further filter based on visible columns. There is no differentiation between the Saved View filter and User defined…
Display Action Notes on the Pop-Up Message, before a Process/Action is Run
In the Actions menu, all processes and actions has a text based "Notes" section. Being very upfront, I honestly didn't even know this section existed until about a few months ago, but I definitely think it can be further leveraged. It would be great if these notes could appear every time, next to your action, before you…
Ability to copy a List
There are occasions when I need to have a list that is similar in structure or content but serves a different purpose in the application or where I need to have different children but similar parents in the same module. In this case my only options are to export the data, create a new list and add the properties and…
Prompt for Import Data Source name and Import Action name
Something that would considerably help with building cleaner models would be if users could enter names for import data sources and import actions during the import dialogue. This would prompt model builders to assign a considered name, and substantially help to identify import data sources and import actions after the…
Allow process to continue after action failure
As we schedule more processes via Hyperconnect where end users are not triggering themselves, we need to allow for processes to continue even upon an action failure. Perhaps allowing users to choose when creating the process whether or not they'd like the process to continue even if an action fails would be great. Just…
Add option to search for data anywhere within the table of a module, not just the rows dimension
Pretty self-explanatory but I want the ability to search for data or text or part of a formula anywhere within a module, not just the rows column. Identical to what Excel does with ctrl+f.
Improve time period imports for CSVs
The standard excel format for Month-Year is MMM-YY. I.e. if a user types Jan 20, excel will convert this to a numeric value and display Jan-20. Anaplan does not recognise this as a valid time period when importing. As this is the default excel format, it would be great if Anaplan could recongise this correctly. Rather than…
Reorder button in Manage Views
As a model builder I would like to have the "Reorder" button in the "Manage Views" section of a module so that I can re-arrange my views quickly and easily. On big models with many views this could be a bit tricky. However, I agree that if builders keep on top of it as views are created and use naming conventions, this…
Enable more details to be shown at drill down level
Anaplan should enable users to view more details (e.g. other line items) after drilling down, rather than solely viewing the relevant list item and its corresponding value [see attached picture] (as in drilling down a pivot table in Excel to view the transactions) Example of such a use case: GL data has been imported into…
Numbered lists to add display name by default
I think it would save a lot of time during initial model setup if the following actions happened when a model builder checks Numbered List within the general lists panel. * New property within checked list created called Display Name. * Display Name property format set to text. * (Potential) Set Display Name property…
Improve Keyboard Navigation
Similar to a post by AnaplanIdeas found here, it would be great if Anaplan had improved keyboard navigation. Specifically, if the following areas were navigable by keyboard: * Model settings pane * Lists panel * Modules panel Importantly, if users should be able enter elements using the enter key, rather than having to…
Improve FINDITEM() when used with Time
Similar to improving imports with time periods (Idea Link), it would be great if the FINDITEM() formula was tweaked when working with Time, to make the formula return time periods for strings like Jan-20. Reason for asking (lifted from my previous post in the Idea Link): The standard excel format for Month-Year is MMM-YY.…
Add conditional formatting icon sets
The 'Icon Sets' feature in excel conditional formatting is a tool that I really like. It looks very clean, and can convey a broad amount of information quickly. It would be great if Anaplan could incorporate some of these into the conditional formatting menu, using a similar logic to excel. For those unfamiliar with icon…
Add shape to New UX cards
It would be great if page builders could change the shape of certain cards within the new UX. For instance, the ability to choose between rounded square, circle, or rectangles for KPI cards This would give page builders more options in: * aligning page themes to corporate branding * displaying visual data in creative ways
New Style for Line Items
We have had a client request for a line item style with one line above and two lines below a specific line item. This style is very common in financial statements and SEC filings and would be beneficial if it could be reflected in Anaplan. I have also seen requests for the style to be reflected in the dropdown in blueprint…
Word wrap on rows
It would be great if model builders could enable word wrap on rows as well as columns. It would be even better if Anaplan could dynamically check each row, see which rows required wrapping, and only increase the row heights of rows where wrapping is required.
Adjust row heights for list or line items
It would be great if model builders could define row heights for list items or line items when pivoted to rows. This could even be controlled within another module. For instance, a model has one list Countries. One module would control the row heights of Countries, contained within a line item Row Height. Another module,…
Date formatted columns taking more inputs correctly
Issue: When you copy+paste a table into excel, excel's default behavior for "Date" formatted or similarly formatted information changes the data slightly to a "MMM-YY" format from a "MMM YY" format and you are unable to paste back into the model/load as a basic default using upload. Current Solution: 1) Manually re-enter…
Improve user experience!
Content pane shows dashboard grouping as a header but the problem with it is that when anyone clicks on this group name then all the unlined dashboards open which is inappropriate behaviour. Control such vital features to behaviour like that. It will improve user experience!
Anaplan Excel Add-In ( Reset Format)
Anaplan Excel Add-In 3.3 (Read/Write Query) Ability to reset any formatting as currently any changes made to Excel, Anaplan tries to over lay the difference than try to wipe out changes and replace with default view. Currently, we have the reset option in Dashboard, need the same in Excel.
Quick filter: for percent formatted line items, display a % after the filter value
When Quick filters are applied on a percent formatted line item, the value to filter on does not show % sign. Naturally, a user would assume that he should enter a decimal value. However, this does not generate expected results. For example, End-user would enter 0.5 to filter on 50% and this would filter records having…
The filter dialog for percent formatted line items should display a % after the filter value
When you're entering values in percent formatted cells, unless there is a % in the cell, the value entered should be a decimal to show the correct value, e.g. 0.5 should be entered to display 50%. When setting up a filter on a percent formatted line item the value to filter on does not have a % therefore I would assume I…
Specify a destination for Export
All exports are to the users download directory, is it possible to be able to select a location before downloading. We use some csv downloads as a source of data for an Excel process, and the main spreadsheet looks for a source, if we have it for several users, and the source is in different C:\users\.....download folders,…
A New UX Page in the workflow process
It would be great to have an option to choose a 'Page' from the New UX functionality instead of a classic dashboard as a 'DASHBOARDS FOR APPROVAL' when setting up a workflow process
Ability to change default font in new UX.
It would be fantastic is the default font in the new UX could be change to align to client's branding.
'Notes' field within Users list
It would be useful to have a Notes section within the Users list (similar to the Notes section in the module blueprint). This could be used to make suitable notes, such as who requested their access and when it was given, question whether a user can be removed, or in my case, we have many colleagues in China who use a…
Ability to alter card width and heigth by pixels or screen percentage in new UX.
I find that the current width and height brackets in the new UX are quite restrictive. It would be great if this could be dialled in to an exact pixel of screen percentage value.
Link Card Templates to Pages
When you use a card template on a page and then update the Template you then have to change the card on each page where you have used the card template. What I would like to see is the option to link the deployed card template back to the master template. As an example I originally created an image card with a customer…
Move multiple actions in a process at one time
When you add actions to a process they are added to the bottom on the list of the already existing actions. Whilst you can move a single action I would like to be able to select multiple actions and move them in a single action.
Line Item Format move Style format dialogue
When you click on the line item format I would like to be able to choose my style at this stage rather than having to scroll to the right to then change the style that is applicable to the line item.

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