Management Reporting

Synchronize Line Item Subset based on Line Item in the UX
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 line items which the LISS were sourced from are not sync in the apps or UX pages. This is confusing for our users where some…
Non-Fixed amount of Columns in Report Page Table Cards
Creating executive slides in management report pages sometimes requires dynamic column numbers, and not a fixed number of columns. Currently if a Table card is published on a Report page type, the column numbers appear fixed. This can be problematic when a grid needs to display a varying number of columns depending on…
Ability to input text commentary with text formatting options in Management Reporting - New UX
While working on a project, a useful implementation emerged. Currently in Anaplan, via Management Reporting, it is possible to create documentation that cannot be customised by the user. In fact, the end user using the system can only look at the data and comments previously entered by the Page Builder. We tried creating a…
'Rich text' enhancement in Anaplan Management Reporting
The 'rich text' feature in Anaplan Management Reporting is really helpful as it enables users to format their comments (bold, italic, alignment etc). However, it would be ideal if we also have the ability to select the font size and the spacing between each bullet points
Anaplan Reporting Page: How can we keep line item filter for hierarchy filter selection?
i have made a line item filter with formula= RANK('ROTD - 3M', DESCENDING, SEQUENTIAL, TRUE, 'text l4 n 3lag') which gives me as shown in pic - 2. the second line item filter with formula = RANK('ROTD - 3M', DESCENDING, SEQUENTIAL, TRUE, 'Lag 3') which is the 4 line item in from the pic above. 3. Now in reporting page when…
Can i export a dashboard in pdf from the mobile app?
My client uses Anaplan on mobile devices. Is there a feature to export a dashboard screen in the form of a pdf? I am not referring to Management Reporting slides. I am talking about plain simple dashboards containing grids and charts, designed specifically for the Anaplan mobile app. When you try sharing the page, it goes…
Ability to format numbers by multiplying 10000 in the Board/Report eg 0.03% to 3bps with suffix
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: For management and board reporting, we need to present % variances into bps (a unit of measurement equal to 1/100th of 1 percent). We…
Ability to change the font colour of the data labels for each series.
For better user experience, are we able to change the font colour of each of the series in a chart.
Combining line item number formats
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: For certain reporting elements I'm finding that I have to change number formatted line items to text to get the right prefixes and…
Export from Management Reporting page for a Table which needs scrolling
I am publishing a Table in management reporting slide which is dimensioned by a list (having 100 items) and 2-line items. Now when the table is published, to see all the values of the list items I need to scroll in the table, which is perfect. But now, when I am taking the export of the slide from management reporting -…
Document print by dimension
The document UX allows a user to generate a pdf with the current selection criteria. Would it be possible to print all reports by a selected dimension. ie. I have a number of businesses in different regions, and want to print all businesses in a region into a single pdf. This would allow our business to generate packs of…
Management report should support more dynamic layouts (e.g. filtering on columns to display)
Below is an issue which is stopping me from using Management Report (UX Page type = Report). The issue is that once a card is published to the page: * Dynamic columns are not respected if based on a filter there should be more columns than initially published, it won’t show * Dynamic columns are not respected if based on a…
Remove Gaps Option for Continuous Bar Chart Visualization
Background: A continuous stacked bar chart is a powerful visualization used across multiple industries to represent data with seamless bars. This visualization helps in identifying patterns and trends more clearly without the distraction of gaps between the bars. Request: I am requesting an enhancement to Anaplan's bar…
Management Reporting - Page Selectors Level's or Summaries Hide
Hi All, We have one case where we want to hide levels of hierarchy and summary levels in the management reporting. But currently I am not able to hide in the management reporting app. For e.g. Suppose , Product list has two level of hierarchy i.e L1 & L2 . But we want to hide L1 in management reporting page. Anyone have…
Speedometer / dial gauge Chart
We have been getting an increasing number of requests to implement a speedometer chart on Anaplan, but due to it being unavailable, reporting on Anaplan is losing some traction, with reports being created on Power BI instead. I hope this chart can be included in Anaplan in the future as it has a few key benefits. Instant…
Table Cards in the Report Pages
Hello, I'm currently building a Report and am struggeling with the border colors of table cards. As you can see I have a red background and want to either remove the border or color it in red so that the report looks nice. Also because the border is not consitent as you can see here. Is there a way to adjust the border in…
Report - Card - Table - Style: Need option to format parent list members
Currently if I have a table card on a report, I cannot easily highlight all the parent list members to specify a format. Would be great if that option was also added along with the line item summaries so that we don't have to manually choose parent nodes for formatting. This is highly unfeasible for a large hierarchy with…
Auto generate pages to capture complete data available in vertical scroll in the PDF export
Idea: We need a feature where Anaplan automatically generates pages to capture a large grid (multidimensional or flat) when user clicks on "Export to PDF" Problem: While using the management reporting page type, we tried to publish a multidimensional grid; that requires significant vertical scroll, which gets cut out from…
Export via a Report from App by API or similar tools
Hello, As discussion with support team, I have an idea for the export functionality from Report in an App. Anaplan's native function can be utilized to export a different report (when we change a filter for example) in PDF. Dose there has the method as API to retrieve all the 3 reports from your servers? It is not related…
Manage inputs to Management Reporting
Author: Kay Kuang is a Certified Master Anaplanner and Principal Data and Insights Architect at Anaplan. Management Reporting is a great dashboard type in Anaplan. It looks clean, professional, and provides a familiar PowerPoint look to people while it is powered by the live data from the Anaplan model. It is a wonderful…
what Conditional formatting logic to be applied to only highlight highest valued cell and lowest
what Conditional formatting logic to be applied to only highlight highest valued cell and lowest valued cell in a given line item?
how can we decide the order of data while displaying them in grid in a reporting slide
so if I want to compare line item values for A,B,C,D,E but i select them in order of BCDAE for displaying in grid in the management reporting slide feature of Anaplan. How can that be worked out?
Rank by Student Names (alphabetic order)
Hi Had a module with student names and few other attributes. None of the attributes have number or date (which i can use for Ranking), can we rank the data just by alphabetic name order of the students? The reason i would like to use name to rank is because the data is dynamic and with students coming in and/or going out…
New UX - Waterfall charts - missing totals
Hi! We are currently trying to incorporate waterfall charts into the reporting we pull from Anaplan. An issue that we encountered is that when we try to hide any negligible line items (show up as 0 when rounded up to millions but not actually 0) the total disappears. Is there any way to keep the total even if we hide one…
Scatter Graph Formatting and Sorting in UX
I'm trying to add a scatter graph to a Management Reporting page. I would like to be able to select the number format or reflect the number format of the underlying module (percentage in this case). I would also like the option to sort the axis in descending order (e.g. go from 100% down to zero) and to hide an unused…
REQUEST: add the ability to enter text on a Shape, directly
Currently, if we want Text on a Shape Card, we must add an additional, Text Card, layered on the top of it. But it would be nice to be able to add Text directly to the Shape. With the option to set the alignment (left/center/right and top/middle/bottom).
REQUEST: ability to set color of Shape in Management Reporting from Module
I would like the ability to set the colors on a Shape, based on Module data. This would allow the background color and border color of a shape to reflect underlying data from the Model. Being able to set Border Width would be nice, too.
SUGGESTION: how about giving us the ability to create “mini” Management Reports.
These would be a bit like a template. But they could be a group of cards. You could create them in an Admin/PB Slide Deck and then see them in the list of Templates (only in Management Reporting). This way you could create the set of Cards, making them look just right. And then add them wherever you need them in other MR.…
Ability to select Variance or Variance % by Line Item in Reports
In Reports, you can select a Variance column that either does a normal Variance (Q2 - Q1), or a Variance % (Q2-Q1/Q1). We want to be able to have some Variance and some Variance % in the same column. Need to be able to select, by Line Item, which type of Variance to use.
Management Reporting Additional Insights Formating
Use of additional insights in Management Reporting is great - having dynamic commentary boxes is what we're using is most for. But feedback from end users is that they would really like to be able to more dynamically format the text like you can with a text box. Don't want to have to give "page builder" to every user as…

Management Reporting

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