User Experience

Enable filtering for Line Items formatted as subsets
As a user in a dashboard I'd like to be able to filter data also on line items that are formatted as subsets for which I receive the message "Unsupported Operation 'Filter'". There are situations where for improving performance on big modules for a particular list the calculations can be reduced using a subset based on the…
Dynamically Update Module Views when filter using line item contents change
On some dashboards showing large amounts of information, we will have a smaller "Smart Filter module" where the user can select values for line items in it. Once selected the main data table's filters will filter based on the Smart Filter module, the trouble is the user has to refresh the page to see the filters reapplied.…
Enhanced Textbox Styling & Formatting Options
I would like to be able to apply common styling to text in text fields to help me provide end users with a better user experience. Specifically, I'd like the ability to change the size of the text field itself, the text alignment, text color, font, style, size etc. Also the ability to turn off the auto-appearing scrollbars…
Ability to set textbox style & size when adding it, and at a specific location
I would really like the ability to select what size and style of textbox I'm adding at the point when I'm adding it. Currently when adding a textbox it is added at full page width, defaults to "Normal" style, and is added to the very top of the page. Usually when I'm adding textboxes, it will usually end up being a small…
Header & Footer zones on dashboards that don't scroll
In our model, we use navigation action buttons to help a user see "where they are" in a workflow with respect to other similar pages. Usually this amounts to ~4-5 buttons near the top of the dashboard in an order logical to the workflow, which are in the same order across all of the workflow's pages. Unforunately when a…
Resolve Workflow Capacity/Performance Issues
We have been excited for the workflow process to be released. Now that it has been released, we were excited to implement it in tandem with a new model that would use the notification feature quite heavily for our approval process and to get a feel for how to best implement it in our existing models. During the development…
Multiple Conditional formats for different rows in a table
I am wanting to set indiviudal conditional formatting rules for each row in a table on a dashboard. How am I able to do that?
Display few months of data based on time selection
Hi All, I am working on particular client requiremnt. Where, the user dashboard has time as page selector (weekly format). Each time the user selects the particular week, I need to display that particular month and last 2 previous month data (not weekly). Note : In other words, I have a "movingsum" formula which is…
Effect of Deleting Module Views
All, I currently have a module that is taking about 30% of my workspace and I am looking into ways to bring the data usage down. I had a couple of questions about multiple views that I saved for this module: * Does bringing down the number of views bring down my data usage? * Is there a way in Anaplan to see which…
Change the display format of a line based on conditions
Ability to change the display format of a line based on conditions: e.g. when there are zeroes display them as ‘0’ in some cases and a ‘-‘ in others within a single line item without switching to text format
Add additional options to conditional formatting
Currently, we are restricted on the colors we can select, the number of colors that can be used in a single line item, and we can only apply a single condition to a line item.
Module for Access on dashboard
Hi team, I want to create a module in which I want to fetch the information like if the user login he can see all the dashboards on which he has the access(read, write and none). I have created a list of all dashboard and applied it in module having three boolean type line items "Read", "Write" and none. I want to check…
Open Dashboard : Auto Close Current Dashboard as an Option
As a model Builder, I would like to be able to choose, when I create a new "Open Dashboard" action, to choose if the current dashboard have to be automatically closed when the user clic on the button in order not to cause confusion and not to suggest complexity. Context : 1) When we create an "Open Dashbaord action", we…
Ability to synchronise selection of dashboard elements separately
A detailed description of the enhancement that is being requested: Ability also to have “local” synchronization, that is used only within the dashboard, where the module is published. Right now in Anaplan if we enable for published modules the synchronization by particular dimension, it affects not only the elements on the…
The ability to built chart & graph involve 2 or more modules in the same model
Description of the enhancement: The ability to built chart & graph involve 2 or more modules in the same model Why do you want this enhancement: Currently, user needs to collect all line items in one dummy module to create a chart. Even if data already exists in the system. As a result of repeated line items, this will…
Process which allows open of multiple dashboards
Current Process functionality does not allow for dashboard open actions. Request is to allow Process to be used to open 1 or more dashboards.
Resize of Page Selectors
Allow resizing in a similar fashion as Action buttons for page selectors. This would again allow better formatting / layout on dashboards.
Is there a way to update "Start Period" for a Time Range on a dashboard/or update it dynamically?
Hi, I want to implement certain time ranges and want the user to be able to select the start period for time ranges defined. Either i want to dymically update the start period of the time range by addressing it in some line item or formula/function? OR publish the start period as a selection on a dashboard and let the…
Waterfall charts to have color schemes for end points
In our company, everybody likes waterfall charts. But they are used to a fixed colour scheme for the end points. Currently, in Anaplan, colour schemes are only available for Totals, Increments and decrements. Can you think of adding a colour scheme for the end points as well?
Customizable tooltips for dashboard graphs
Description of the enhancement: Allow Workspace Administrators to customise tooltips in graphs. Currently when you hover a mouse over a line data point in a graph, you can only see the axis title. In some graphs when we have many figures, the Line Item title would be more suitable. Business case for the enhancement: Better…
Chart column limit
Either extend above the 200 limit, or allow a selection of every xth item, or average of x items to keep within the 200 limit. We end up doing workaround to achieve this currently.
Validate imported data
Currently building a model which involves import of data at various stages. Wanted to implement a functionality where i can keep a check on the imported data to be validated after each import is run. Any suggestion would be great help. Regards, Kunal
"Group at Start" option valid for columns ??
Hi, Immagine there are 2 lists in hierarchy. "L1 Product Family" "L2 Product Sub-Family" has as parent hierarchy "L1 Product Family" By default, if the list "L2 Product Sub-Family" is pivoted in columns the elements are shown from left to right following the hierarchy: first the children from L2 list, then the parent from…
Save to master dashboard when in run time mode
Description of the enhancement: As an admin, I used to be able to make changes to my dashboard at anytime then press save. Now if I apply these changes, there is no more "save" button. Only an "edit" button, and it resets all the edits that you've already applied to the dashboard. I would like to be able to save to master…
Filter function on numbered lists
When you have a large numbered list, it is difficult to troubleshoot or check if a formula has worked when you cant look at a specific example by filtering. The list is so large you cannot transform it into a module, so instead, you have to go to the source data in the csv, recreate your calculations and filter there.
Size of Line Item Content Zoom Window
For a use case requesting the aggregation and import of comments from bottom to higher level of an organization, it would be necessary to enlarge the window allowing to read the content of a line item. See example attached. With the curent fixed size window, it is painfull to have to scroll a lot to be able to read and…
Line Item Indent Formatting Options
I continually receive comments related to formatting of line items on the dashboard. The current Heading/Summary Formatting Styles are pretty limited which forces some of our to continually export data back to excel to allow for additional fomatting. It would be really helpful if we could have line item formatting settings…
Display Workflow status on dashboard
Hello, Is it possible to display the workflow status on dashboard? Thank you Regards Alice
When a Boolean is selected the model refreshes automatically to update any dashboards modules
Hi When a boolean is selected in a dashboard to apply a filter based on this you have refresh the dashboard or create an action button that re opens the dashboard. It would be if when a Boolean was selected that the model would automatically refreshed dashboard and modules real time to reflect changes. Saves having to…
Create a saved view on a dashboard and push it to the source module
Hi, It would be an amazing feature to create a view on a dashboard and then push it back to the source module. Clients have asked for this. Thanks, Usman

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