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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…
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Keep Dashboard Tabs the same size on select.
Currently selecting a dashboard tab from a set of consecutive dashboard tabs causes the icon on that dashboard tab to switch from an icon depicting a chart to an icon depicting a chevron indicating that the dashboard has an additional menu for reset/...edit. When this happens the tab enlarges. This **** causes the text in…
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Ruler in design mode
Hi everyone, I think it would be useful to have a ruler on the top of the window in dashboard design mode. that ruler would help us positionning dashboard differents elements and make dashboard designing easier and fun. have a nice day Regards Patrick
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Open dashboard with specific selection but prevent further refresh across tabs
To open dashboards based on specific saved selections and/or based on the selection in place from the calling dashboard and have the option of preventing further refresh outside of the current dashboard while working with multiple dashboards open. An example of the enhancement: Starting point/Landing Dashboard * The user…
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Setting up dimensions and measures for charts
Hi, How can I specify dimensions and measures for my bar chart or a coulmn chart.? When i try to select a range then it is automatically picking up the x-axis and y-axis, but I want to set that differently in a chart. Could you please help me with this query.
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Ruler in Design mode
Hi everyone, I think it would be useful to have a ruler on the top of the window in dashboard design mode. that ruler would help us positionning dashboard differents elements and make dashboard designing easier and fun. have a nice day Regards Patrick
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Clicking 'Open Source Module' should take me to the relevant module view
Description of the enhancement: Clicking "Open Source Module", should take me to the relevant view of the module. It currently take me to the default view. How this would help my business processes: This woul cause less confusion by users looking for more information, and would save model builder time by not having to re…
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Dashboard example: workforce planning
Problem to solve As a human resources manager, I need to enter the salary raise numbers for multiple regions for which I am responsible. As a domain best practice, my driver-based model helps me to enter raise guidelines, which will then change at the employee level. Usability issue addressed: I have ten regions, eight…
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Page Selectors
Default the page selectors to the top of the dashboard and not the bottom. How often do you end up dragging them all up to just below the Heading?
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adjustable formula window
Hi, it is Zsolt from Support, submitting an enhancement on behalf of a customer. Support case: 186381 Jacqueline prefers to have an adjustable window on the formula column in blueprint. Thanks
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Drop down menu in Dashboards
Hi, How do I add this drop down menu in a dashboard? I've attached a picture as an example. The drop down menu North East District 1 lets me choose which district info I want to show. I'm not sure how to add a drop down menu like this in other dashboards. Thanks, Amanda
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Allow dashboard buttons to have the same text
A description of the enhancement required: We are looking for a way to add buttons that have the same name. This is not currently possible because an Action has the same name as its 'Button Text'. An example of the enhancement: This could be to add a 'Name' field in the Actions > New Action dialog. This, as opposed to…
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Support views/hide columns in General Lists like any other grid.
General Lists has 18 (!?) columns and these can be tedious to navigate. Anaplan already has a solution to this in that module grids can have their columns hidden and those hide/show preferences saved as a view. This should also be available for the General Lists grid.
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Waterfall chart doesn't work well with LineItem Subset
Hi, everyone, I'm having some trouble with creating a waterfall chart to analyze the all the factors of ups and downs between actual and forecast. First of all, I created a module (A) with all the factors as lineItems including star, subtotal, and end summary, and then, because I have to do some filtering and other sum-up…
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Urgent Help..Anaplan Cloud Error
Hello, Hi All, When I try to click one particular assign action on the dashboard, this error pops up. Does anyone have any idea or suggestion? Thank you in advance..!!
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Show full numeric value in Drill Down and hover over
When I drill down into a calculated numeric value, I want to see the full numeric value of the source cells that play into the calculation. Right now, I only see the rounded value based on the Number format that I have set for the cell. It would also be helpful to, as a user in a dashboard, hover over a value that has been…
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HELP: The "Ok" button in my sorting window disappers
Please see photo: As you can see, there is no options to select "Ok", "Cancel" or "Remove sort" as it should be: I tried to shut down google chrome then started anaplan again but the issue remains unresolved. Please help.
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Making a module "read-only" in Dashboard
I have a module that is used in two dashboards. One is an input screen and scrolls top to bottom with users changing information, etc. The other is a summarised view of that same module where I don't want users changing the information shown. Without creating additional line items and that users will be in both summary and…
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Ability to add another row within text box and formatting of text
Currently to have multiple rows within a textbox, I have to draft the text in a thrid party application like MS Word then copy to Anaplan. it would be great if we could have the ability to add a row with hot keys like atl+enter and/or click a next line button. It would also be helpful if we could have options to update…
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Ability to resize column headers
As a model builder I want to be able to hide/resize the column headers so that I will have the same flexibility I've got with the rows. I will know this is successful if I will be able to set the size of the column headers to 6 pixels (same as per the rows) or if I could simply hide the column headers altogether. This will…
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Tips and Tricks: Personal Dashboards
Personal Dashboards: What Model Builders and Administrators need to know The Personal Dashboards functionality in Anaplan finally grants your users the flexibility they’ve been craving on their dashboards. However, careful administration is needed to fully capture the value for your organization and minimize frustration…
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Bold Columns
Hi, Is there a way to highlight a column in bold within a modul? I have a situation where the line items are rows and the columns are the List items (Departments) which roll up into the Parent Divisions. Is there a way to apply conditional formatting to the Division columns only? I have looked at previous questions…
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Refresh Image with Filter module
Hi all, In a dashboard, while looking at the properties of a product I would like to see the product image just next to its properties. In order to do so I put a image which gets the url in a central module for the product properties. I added also a filter module that enables to filter a unique product with some criterias…
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Can you use the synchronised page item in a filter?
I have published a number of modules to a dashboard with a synchronised page selector on a shared list. I now want to publish an Import Action to the dashboard that will import from a View to a List, BUT I want the View to be filtered on the shared list so that only the currently selected page item is present. So the…
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Can't insert new item to empty numbered list in Dashboard
If you publish a numbered list to a dashboard so that a User can insert items and then enter property values it works fine as long as there is at least one item present. However if you clear the numbered list then the option to insert an item is greyed out and I have found no way around that. Even if there is one or more…
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Open multiple dashboards on selected item but prevent further sync between tabs
Hi all, I've published a list into a dashboard and a context button. The user can therefore select items from the list and, by clicking on the button 3 different dashboards could open up, on the current selection. Unfortunately, as the list is the same and sync is enabled on the dashboards, flicking between them means the…