Management Reporting

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 - Variance Calculation Enhancement
Really great being able to do variance / variance % but being able to do other simple calculations - addition, etc would really add something extra to here. It's probably already on the list somewhere @sprender but just wanted to raise it up just in case!
Dimensions that don't exist yet
I need to dimensionalize a report in Anaplan by Regions we currently don't use. They aren't in Anaplan at all. We have the accounts we need but the Regions in Anaplan are different that the Regions needed for this report. I know I can create the Regions but the only issue is that I do not have the data needed to input the…
Limit on the number of variance columns I can add to a table
It seems that I can only add a maximum of 10 variance columns to a Management Report table: It would be really useful to be able to add 12 as I'm trying to show variances for each month. Is there any way I can add more?
Undo option on Report pages
When making edits on the Report pages it would be very helpful to have an option to UNDO changes (even if its the last change). Often if you are trying to align cards things get moved and it takes time to go back and add them precisely.
Chart labels for multiple line item/version combination
I want to set up a line chart that shows 2 line items and 2 versions (4 total lines): The chart works fine but the labels at the bottom only show the line items, not the versions: Is there a way to show both the line items and the versions in the table?
Column Header Labels
One common ask that I normally get is having 2 levels in the column headers. While this can be done by adding another dimension, manually hiding excess columns, and publishing them in a page, this ends up taking up unnecessary space if the intention is to just have the 1st level of the column header act as a label. Would…
Using a KPI card to sync monthly data with a year time selector without additional filters
This example demonstrates how a KPI card can serve multiple purposes to provide users with a dynamic descriptive title on a page while also avoiding the need for creating additional filtering to update monthly grid or chart cards where users require a Year Only selector. The example uses a KPI card, grid card, and chart…
Sample Reporting
Good Day All I m looking for a sample report template on the assessment of incorporating two models into one ( like workspace optimization, impacts, and advantage ). Can anyone help to share the same? Thanks in advance.
History Log for NUX
A history log of changes made to the NUX pages similar to the history log present for backend technical changes. This will greatly help in understanding root causes of few user experience issues and also revert to older page templates if needed
Management Reporting: Hide Empty Columns
Hi Community, In Management Reporting, I created a table with Line Items x Product Category: I have the country as a selector but, for example, if I select a country where we don't sell "Performance" products, it still shows an empty column although I added a filter: Do you know how to hide it so that, in this case, the…
Number format for Text Card using Insert Data
Ability to change the number format eg thousands, %, 1 decimal place for Text Card using Insert Data.
Ability to change the chart axis using a module to make it dynamic
Normally we analyse 2 charts side by side and we also overlap 2 nested charts (due to different colour not being supported in Anaplan. The charts don't align depending on the values of a particular month. Workaround is to keep the axis fixed but we have to review the charts every month if the actual values is outside the…
Management Reporting Page - Slide size change to 16:9
As a page builder, I would like to be able to select the slide size (4:3 or 16:9) when creating a management reporting. Slide size in (Management) Reporting, both within Anaplan as well as in the .pdf export, is currently 4:3. However, the new standard format of slides nowadays is 16:9, as this format fits the screen size…
'Not Between' Filter in the UX Grid Card configuration
We often use filter to remove small numbers eg less than -$100k and greater than $100k but to do this we have to do 2 filters which is not ideal / best practice. Are we able to add Not Between in the UX Filter so we can only do 1 filter for each grid. Thanks.
Change individually the colour of the chart series even with 2 dimension/list (nested charts)
Ability to change individually the colour of the chart series even with 2 dimensions/list. For example we have Product + Country as the 2 dimension/list in the rows and Time Period in the columns. We can change the colour for different products but not the combination of Product + Country. In the example attached, we have…
Boolean with summary : "all", true for parent with no child?
Why is a Boolean line item with summary set to ALL true for Parent even when there are no child items? I noticed that a boolean line item was true for a parent in the hierarchy automatically if summary was set to ALL even if it had no children. Why is this so? I thought if summary is set to ALL the parent would be true if…

Management Reporting

Discussion List