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Create formatting on a dashboard and push back to source module
Hi It would be amazing if it was possible to format on a dashboard and then push the formatting back to the source module or saved view. Thanks, Usman
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Modules and Dashboards Display Who Is Currently Viewing and Last Viewer
Hi All, Modules and Dashboards actively show who is viewing the module and dashboard currenty and who the last viewer was. This will help to show who has seen updates or currenlty active or might be changing something in a module or dashboard. Thanks, Usman
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Bottom Level List Publishing
Currently functionality exists to add a list as a dimension in a module, reselect levels to base level, and then pivot to expose that as a dynamic selector in the dashboard for that published module however there is not functionality to expose that bottom level list as it's own page selector. Attached is a screenshot but…
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Ability to Use Other Module's Line item for Conditional Formatting
It would be useful and save space if you could set conditional formatting based on a line item that is from a different module but has the same dimensions as the module you want to format.
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Highlighting a Parent item/Top level
Is there a way to highlight the Parent items of a list on dashboards used as a dimension in a module. The hierarchy is like various locations roll up to regions/business units which ultimately roll up to Total Company. Now, while showing this on a dashboard using a Striped/Ruled/Classic view, it is not easy to establish…
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Synchronize Columns based on Version Selected
Hi All, We have in our dashboard around 10 Columns to be displayed and two versions as selector. 6 Columns will be same in both the version but next 2 columns to be displayed in one version and remaining 2 columns to be displayed in the second verions. So if the user selects verison 1 then 8 columns ( 6 Common Columns + 2…
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Record Creation Steps of Views and Graphs
As learning and debugging exercise it would be extremely useful if Views and Graphs contained creation steps so a builder could recreate on other dashboards or debug and modify existing ones easily. A not so experienced person has no idea how a particular view or graph has been created, especially if the graph has been…
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Allow scaling in Module formats for line items
Allow scaling in Module formats for line items. For example to allow dollars to be expressed as "Millions of dollars" or "Thousands of dollars". How would it help your business process: One example- We use Anaplan for budgeting and drop Anaplan data into reports for senior leadership. No executive wants to see the budget…
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Ability to trace views
It would be nice to see what views (not just modules) are being used on dashboards. We've had to implement strict naming conventions around our views to ensure that we know what views feed what dashboard. This stems from having deleted important views thinking they were not being utilized. It would be useful to have a tab…
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Change Colour of new/impacted data in scenario planning/what-if
In RAM resident technology we nolonger have the concept of Saving Data per se. The latest data entered data is the latest saved version. In a what-if scenario i would love to see the downstream numbers change colour when i uplift a payscale, change pay grade or change a local assumption or boolean. Today we see the graphs…
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Navigate to next and/or previous line formatted items
Description: As user, I want to have the ability to navigate back and forth through list formatted items with by clicking right/left arrows so I can easily navigate through items during a workflow process instead of having to select items from a drop-down list. Enhancement:I’ll know when this is successful when there are…
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Allow actions to apply to different User Roles
Right now, actions can open different dashboards depending on a list property. However, it would also be convenient if different dashboards could open based on the user's role.
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Pictures with broken links
It would be useful to have some way of spotting where a picture link (or in fact any link) has broken. This would be particularly useful with longer lists eg. Product List
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OEG Best Practice: Designing dashboards (general)
Note that this article uses a planning dashboard as an example, but many of these principles apply to other types of dashboards as well. Methodology User stories Building a useful planning dashboard always starts with getting a set of very clear user stories, which describe how a user should interact with the system. The…
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Export only current page selection
Description: As a model builder, I want to give users the ability to efficiently export their dashboard grids. Currently, when you save an export definition on the "Current Page", this current page does not change when the export action is published to a dashboard based on that dashboard's page selectors. Example of the…
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do not perform file extension check when adding image url in dashboard
As a Dashboard Designer, I want to be able to host my dashboard images on a global sharing service, so that I do not have to set up my own web server. When I use free services like dropbox, box, google drive, microsoft drive, the image is not displayed because the public link is not ending with "gif" (or any supported…
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Ability to require user to confirm and/or enter specific text before action / process will run
I would like a way to help prevent accidental clicking of buttons that run important / irreversible actions (like a large deletion for instance). Here are some ideas on how I think one might go about tackling this, when the user clicks a button with this prevention measure enabled: * Show the user a warning message, where…
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Ability to Add Hyperlinks to Tooltips.
The introduction of tooltips has been great because it allows to add instructions/clarifications without taking space on dashboards that could have been used for data or charts. At the moment it's not possible to add hyperlinks in a tooltip. The benefit of adding hyperlinks would be: * ability to link to a detailed…
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Dashboard Text Boxes Font Editor
The current dashboard 'Text box' style options are limited from few choices of Headings to normal text etc. It would be good if once you choose a style you can then modify it i.e. if I choose 'Heading 1' as the style then can change colour from the fixed Blue to say Red or make it Italic or bold or change even possibly the…
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Ability to print a specific chart
On a dashboard have the ability to select a specific chart and just print it - no having to export to pdf first. Just right click on that chart (or have a button above that chart) and click print
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Request to have the ability to totally hide or show dashbord elements (e.g. Text, modules)
Request to have the ability to totally hide or show dashbord elements (e.g. Text, modules) which is driven by list item selected via page selector Scenario : Some of the contents (E.g. : Modules, Text etc) in the dashboard which is not applicable for all users are not able to totally hide from different users. Thus this…
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Filter function is limited when there is 3 nested columns in a module
Filter function is limited to a module with 3 nested columns, which resulted the filter not able to get its desired result. It will be great if can remove such limitation for 3 nested columns
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URL link in a text box
I use the MAKELINK function in line items and that works great. However, I would like to have a URL link in a Text box on the dashboard pointing to an instructional video on how to use this specific dashboard. Right now, I have the link as a line item but the repetition is just a waste of cells!
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User stats and refresh dashboard
Our BPs sends us user stats to analyse dashboard usage. However there are meaningless in some instances because of the "refresh dashboard" buttons we have on dashboard which count as one opening whereas that is just a refresh. Would you be able to exclude these refresh actions from the count? Note on the side: how will…
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Worflow to work across Models
Currently we need to select a specific model while building a process in the workflow. There would be situations where, a process have to go steps in different models to complete the process. For example, we could have a separate model for Cost Centre planning and another model for Profit Centre Planning. So if they want…
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Best Practices: Building Dashboards
Here are some great tips from Anaplan Solution Consultants on building dashboards. What have you learned? Share below! * After meeting with the customer to understand their dashboard needs, consider building the dashboard(s) and then meeting with the customer to iterate on what has been built * To make it easier on…
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Associate Two Separate Hierarchies via a Property of the List to Drive Synchronization on Dashboards
Sometimes you may have alternate hierarchy roll-ups or items that exist in other hierarchies--if we could have additional synchronization occur by mapping a property of the list to an item of another list (creating a link between the two) we could produce better reporting while reducing cell count (less modules necessary…
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Filter, Sort and Pivot menu for charts
Description of the Idea: Allow editing published charts freely in the same manner as a module (change filters, sorting and pivoting). The opportunity to edit charts should also be available to end-users, not only administrators. How would this help your business processes: Convenience. Do not have to edit modules and…
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Separating Sort & Total Positions in Dashboard Tool bar
This will help in changing Total Positions alone, within dashboard itself, without applying the sorting option. Currently to the Total Positions without applying Sort, one has to apply these changes in module & then re-publish it to the dashboard which take significant amount of time.
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Ordering of members through Selective access
As a model builder I want the order in which I select member through Selective Access to be reflected accordingly so that when a publish a list as a page selector on a dashboard, the members are displayed in exactly the same order that is shown on the Selective Access page. Currently this is not the case and is not…