-
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…
-
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…
-
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?
-
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
-
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
-
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…
-
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.
-
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…
-
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..!!
-
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…
-
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.
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
Sort data based on multiple columns
Morning all, Am I missing something or I thought it was possible to sort records based on more than one LI ? I want to easily order some transactional records based on status, then priority (I "coded" these two LIs so that they are numerics) but I could only apply the sort based on one LI. Am I getting confused with Excel…
-
Hide/Show entire modules in a dashboard (and update subsets?)
Hi all, I'm trying to identify the easiest/best solution to allow the end user to select a specific member from a list, select a specific calculation type (and therefore update relevant subsets) and then show/hide the relevant modules that use that specific calculation, hiding everything else. I'm not 100% sure which is…
-
Allow users to change a dashboard without affecting other users
Description: When multiple people can access the same dynamic chart in a dashboard (dynamic periods) their selecting is overruling one by the other one. Allow multiple users to not be able to affect the period changes from one to another. Example of enhancement: Two users access the same dashboard, one makes a change and…
-
Ability to give names to dashboard containers
Description: Be able to overwrite Module Name as seen on dashboards Example of enhancement: User can define the name displayed with a module when published to a dashboard. Benefit/impact: I sometime show multiple parts of the same module and would like to show a different name per part; custom name per view
-
How to showing the data and total amount as per user setting ?
I have a list 'subportfolio' data as follow - All Subportfolio A14 A15 A16 A17 And a module 'P&L Data' with subportfolio and line item (Rev, Exp, Total) Now the user want to see the P&L data as per their settings, i.e Grade A consists of A14 & A15 Grade B consists of A16 & A17 One way to do this is by making a 'Grade A'…
-
Allow chart options to be editable by all users
Description: Access to Chart options by read/write users. Today only model builders can access chart options to be able to export charts/graphs into PDF, toggle axis scale, show/hide data labels, etc. Benefit/impact: We'd like to have everyone be able to do this; after all, they are the main users of these graphs and they…
-
Ability to change the text colour on charts
Example of enhancement: Currently we are allowed to change the color of the bars/lines but are not allowed to change the text. We would like an option to change the color of the text as they appear inconsistent from chart to chart. Benefit/impact: Better presentation for our charts.
-
Assign Access by dashboard instead of module by module
Description: Assign Access by dashboard instead of module by module Example of enhancement: If you've got 10 modules on a dashboard, just being able to apply the access to the 1 dashboard, as opposed to the 10 modules that make up the dashboard. Benefit/impact: From a process perspective, biggest benefits are time saving…
-
Adding colours to the column headings in Dashboard
Description: Enable adding colors to the column headings in dashboards Example of enhancement: Model builders could select colours for labels/headings in a dashboard. Benefit/impact: Data visualization is extremely important when it comes to having users work with the data. This would help us call attention to columns we…
-
Grid & chart menus - Easier way to access grid functionality like search, filter, sort, pivot
Description: Currently grid functionality is hidden away behind the infamous blue dot icon and users don't know where to find key features like search, maximise and filter. Make these more easily accessible. Feedback from several users discussing benefit/impact: * It's difficult to know if a filter is applied to a chart…