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How to make picklist selection user dependent
I have a situation where target lineitem is populated based on the picklist selection. The problem is when multiple users are making the selection, the latest selection is being used. I need this to be dependent on users i.e., one user selection shouldn't affect the other.
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Format Column Alignment
It would be amazing if we could align data in table columns to left, right or center. When you have two columns next to each other and one is text and the other is number then they look like they run together due to the alignment of the data format. Also, it just doesn't look very nice.
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Drill to Transaction Functionality in the New UX
Drill to Transaction Functionality is considered critical for some partners/clients as it's functionality that has no alternate solution. I have heard specifically from FP&A implementations regarding allocations, as well as ICM use cases, but would love anyone giving kudos to leave comments with additional examples of it's…
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Creating Smart Time Filters Based on Context
Hi, Is it possible to create smart time filters based on the context of the page (if the context of the page is a hierarchy of a dimension on the grid). For example, I have a list SS_L5 Inputs which rolls up into L4 Contracts. PRE06 is used for inputting figures and is at level L5 and dimensioned by month. "Smart…
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Workflow - Add Machine task on Reject
As a workflow builder, I want to have the possibility to add a machine task after a reject, so that I can run a process or write data. For example: A Decision task can end on Reject. Afterwards, it should run a process/task, specifically designed for rejection (Import Item, write task, run Anaplan Process). This…
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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…
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Synchronized Sort w/ Synchronized Scroll
The synchronized scroll feature is probably the most useful and innovative feature to date. I have noticed that I did not sort my list before I imported, and wanted to sort codes ascending in one grid. There are a total of 4 grids synchronized for scrolling on a common dimension, vertically. I sorted the first grid which…
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Conditional Formatting on Line Items based on values from other modules with same dimensions
Hi, It would be great if it was possible to format line items based on line items from other modules with the same dimension without having to bring in that line item into the same module. Thanks, Usman
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Currently we don't have option Doesn't Contain in Select Condition of Filter & OR Condition Filter
There is requirement for End Users to see only Real Customer Accounts and not Test Accounts in Live Environment and this is possible with Doesn't Contain Selection Condition having "Test" Prefix with OR Filter and currently both are not available and as a workaround we are dependent on Model Builders to create User…
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Country Region Map
Hello, in one of the projects I used a map showing the administrative division of Poland below Is it possible to make the same administrative division for Romania, or is it only possible at the level of the entire country and not the regions? Poland has ADM02 from what I saw, so I can go down to the region (county) level,…
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Tags for Pages
Hi community Would be possible to add Tags to the Pages? Alternatively, let the Anaplan search box to find Line Item names or text published on the pages. The reason for this is that sometimes the name of the page is not descriptive enough for the number of actions that users can carry out there. This addition will be in…
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Dynamic Waterfall Charts
Has anyone managed to build a dynamic waterfall chart on a list where the totals are parents and the variances children. In the example below the current forecast and budget are total company and then the variances are shown at regional level, ie one level below total company. I need the graph below to be dynamic for new…
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Allow no conditional formatting (or transparent) to be applied if the condition is not met
Description of the enhancement required: Enhance conditional formatting so that it will be possible to set the fill if the condition is met but if not, the Grid Style is respected. Currently the conditional formatting is working with a range of values where is set the fill in the left range and in the right range (with…
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Re-Order Categories in NUX
As a Workspace Admin, I need the ability to re-order the categories that are created in NUX. As it stands right now it appears that they will auto-sort to Alphabetical order and/or Numerical order. I cannot always rely on this as sometimes I may use a numbering system for the pages themselves and it becomes confusing to…
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Option to add page numbers to Management Report PDF files
In a Nordics User Group - Anaplan Roadmap session, a participant raised the request that Anaplan Product enable the option to have page numbers added to the pages on a Management Reporting report when printed out to PDF.
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Multiple Models | One Page
We have multiple models, Model A is where user inputs the data, Model B is where the submitted data would eventually sit. Model B receives data from Model A via an action. So once input is done as a user can i press a button (from model B) to technically import data from Model A to Model B. Can we have the action in one…
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Model Building and Correct Role
I just started at a new company that uses Anaplan. My boss would like me to learn to build models and dashboards in Anaplan. I understand that I might need to have a workspace administrator role in order to build models. Is that correct? What would you advise is the best course of action for someone learning Anaplan who…
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How could I see the new management reporting option when I click the "Create a page" button in UX?
This question has been asked many times by clients and internal Anaplan users. So the prerequisite is to ensure that the user account in question has the Page Builder role. If it doesn't, this is how we can ensure the Page Builder role is assigned:…
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Document Storage
Would nice if Anaplan had even a small document repository/storage/library. Example: uploading a PDF and then having the ability to hyperlink to that PDF from an Anaplan dashboard. In the incentive compensation world, we have a lot of PDFs for signed/executed plan docs, and being able to store/view them in Anaplan would be…
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UX - Ability to add expandable/collapsable sections to Boards
This idea is for a new card type called a "Section". This card type could be added to a board and then other cards added to it. It would give the functionality of effectively creating sections on a board which could then be expanded or collapsed. This would allow users to collapse areas of the board which they are not…
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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…
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3.3.12 Activity: Create Product Replenishment UX Page
Hi, I hope someone can assist please. I'm stuck at below task, not sure what have I done wrong in setting-up 'Planning Period Filter' month selection setting to sync against the desired objective of "Select he months you wish to view. Then, click Refresh to apply the Planning Period Filter". Instead of showing data for the…
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NUX - Expand / Collapse Page dropdown selector
Similar to old UX, Hierarchical List of items within the page selector should be able to expand and collapse. This feature in old UX is very handy when you have a lot of list items with multiple hierarchies. In the NUX, it gets pretty difficult to select items when there are a significant number of list items you need to…
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Collapse List Items in Drop Down
We currently have some lists with a large amount of items. It would improve usability if there was an option to collapse list items in a drop down for easier navigation.
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Alias Names for Time, Versions, Modules, Line Items and Dashboards
Hi Anaplan, It would be great for Anaplan to allow users to create alias names for: time, versions, modules, dashboard, list and lineitems. Thanks, Usman
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Map Chart
Hi, I'm currently working on a "map-chart page" in NUX, and I'm experiencing issues with the scaling. My map is dimensioned with "world" and I'm using a hierarchy filter. So, when I for example pick the Nordics in the context selector this is what I see in the map card, but the map is not adjusting to the size of the card.…
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Total stated on Pie/Donut Chart
I'd like to see the total value option to post onto a pie or donut chart. Currently, if I add the total to the chart it shows as it's own slice of the pie or donut. It's great that I can include the value or percentage of each slice of the chart, but I can't easily view the total value of slices (unless I create a separate…
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Help needed on Sprint 3 Distribution center summary UX page
Hello guys, I'm having issues building the last 2 UX pages from Sprint 3. Especially the bottom 3 section of the prototype: What I have at the moment: Questions: * On the TIME page selector, I can only select half-year amount although I've enabled all the time hierarchy for individual grids. What could be the reason? * The…
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Adding comments for individual cell in UX page
Hi All, Can we able to add comment on individual cell in Anaplan. For example: let's say I have added 62 and I want to enter some info about override forecast. If I have not able to enter the comments on single cell then how can I achieve this. One way is we can comment in the grid level even if I have added any comments…
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NEW UX: Insights and Quick Links on Board Views
After sitting with @monica_girel and fully realizing how powerful / useful "Insights" and "Quick Links" panels can be in the Worksheet pages, it fully baffles me why this isn't part of Board views. Adding these to board views makes for a serious improvement in user navigation / experience by de-cluttering the main screen…