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Level 2, activity 2.4.11.2 Create Account Demand Manager Role
Hello everyone, In the 2.4.11.2, it is mentioned: The Account Demand Managers should be able to see the Global Demand Assumptions UX page but not add in growth percentages. My problem is that I created Global Demand Assumptions UX page in My pages but I am not able to select this ux page as the Landing Dashboard at Users…
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Management Reporting: Export to PowerPoint
Ability to export the reporting slides into PowerPoint, so that we can combine the report with other offline decks.
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Ability to disable commenting on a card/grid
As a Page Builder, I shoud have the ability to disable "COMMENT" feature on a card/grid so as to view all the comments for a context at once in Comment section.
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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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Processes within Processes
It's a really old idea from Exchange - Include Process Within a Process — Anaplan Community I thought I had a workaround of sorts - using Cloudworks but alas the "integration flows" element can't be put onto UX pages even though individually processes can be. Is this because of a page only being attached to a single model…
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New card type for videos
As a page builder I want I would like a new card type that I can use to display videos directly within a page so that users can interact with it without the need of having a separate window. I want to be able to drag and drop it into a page, resize it and ideally add a short description that users could show/hide. It would…
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Export PDF from NUX Page
Hello, I would like to export a dashboard from the NUX as a PDF. But the native export from the NUX page doesn't work for me, because I can't display all my columns on the same page How can I select the same properties than in the classic dashboard export ? If not, how can I save this export definition to publish it in the…
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How to add a code to an item after an assign action
Hi, I am trying to follow the planuals that states that after an assign action, you should add a "create code"' action in a process. —> I tried to combine an assign action and import into a process, but the assign actions doesnt seem to show up in the list of actions ?
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Combining line item number formats
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: For certain reporting elements I'm finding that I have to change number formatted line items to text to get the right prefixes and…
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Re-order line items in New UX personal views based on order selected
Hi Team, Would be great to allow users to choose the order in which line items are represented in the UX Dashboards when using the show/hide function. This could be captured by recording the order in which line items are selected in the show/hide panel. Users could then save a personal view of the changes to return to…
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Add more options for Large Read Requests in Transactional API endpoint
We are running different large read requests using the Transactional APIs to ensure 2 things : Quality Insurance : Allow the different teams to secure models changes against regressions by extracting and comparing 2 models datas from different modules that can be picked up from anywhere on the model depending on impact…
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Bulk Copy Action for Production Lists
This idea relates to the Bulk Copy action enhancement released in a platform update earlier this month (Nov 6 2021 release). (Thank you by the way for that enhancement!) We would like the ability to execute the Bulk Copy action for Production Lists. (Currently, the action is limited to only non-Production Lists.) Bulk Copy…
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Breakback and read only cells improvement
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: We are trying to hold value by default. Regarding Anapedia (https://help.anaplan.com/breakback-1b7aa87d-aa13-49f6-8f7d-d893fb8bccbe),…
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Ability for summaries to only include the items which are visible after filtering
Details of Enhancement: Enhance filters on a dashboard to update totals and subtotals in summary rows - when a filter is applied, the subtotal should update to sum only the filtered records How this would help their business process: When users see a filtered view, or adjust a filter, subtotals and totals can be misleading…
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NEW UX Automatically generate code in forms
End users have to populate Code manually when using Form. This can generate manual errors. It would be very helpful if we can generate codes automatically based on name or other properties of the list.
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Configurable default selection for context selector
I recently had a question from a client who asked if it was possible to set a default list member (or the top level of a list, eg. all products) as the default for the context selector at the top of a page. They wanted to be able to select a particular layer, list member or top level of a list and always have it revert…
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Change Time Period names by allowing an alternative
Without creating Fake time and having to do mappings in modules, why not allow an alternative to be displayed, which would simplify the build, but also give the customer the desired headings on time. They can have this simply on any other list. The example is a retail customer who has 4,4,5 and a non January start of year.…
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UX - Export cell history
Oftentimes when looking at the cell history in the UX, it gets truncated. I understand that narrowing the date range can fix this issue, but it is not always feasible. Having the ability to export the cell history from the UX would remedy this problem. Plus, it is an available feature in Classic dashboards. Therefore, it…
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Is there a way to view model history on the front end?
Is there a way to view model history on the front end? Example: As a front end user I would like to be able to pull the model history, similar to the one available in the back end.
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Make REST API Calls From within Anaplan
Hello all, I was wondering for whether it is possible to make rest api calls to another service (say servA) from within anaplan. The other service servA will of course then make some work and then maybe make a rest api call on anaplan back. I understand by reading some other posts regarding REST, that it is possible to…
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New UX Idea - Apply one more model source to all pages of the app at once
One of our model a dev and multiple prod models linked to a single dev via ALM. We have developed New UX App based on dev with a lot of pages in it. My aim now is to apply all prod models we have to this app, but the existing procedure is not effective for this idea. I want to have ability to add new source to the excising…
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Add a seperate role for End User Page Builder
We have a challenge that our end users cannot share (publish) views / reports (pages), because the risk is too high to assign the current Page Builder role to them. The Page Builder policy allows actions that could be detrimental to our business (I aware of recovery options but we prevent issues rather than resolve them).…
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Send dynamic notification to multiple users
The dynamic notification is an excellent tool to increase collaboration between users. However, you can only send a dynamic notification to one user per action. To make the tool more powerful, you should be able to send a dynamic notification to an "user group" or to be able to bundle notifications, in order to notify all…
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Displaying your data as a Calendar view
Problem Statement Ever wonder how to display your data in a calendar format in Anaplan or simply just want to have a color-coded display based on a specific alert/indicator in a calendar form? Step-by-step guide We just need 2 simple lists Day of Week and Week Number to start with. Then we need 2 modules Day of Week…
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MAILTO can be added into an Action
The action of sending emails could be linked to an existing action; currently the MAILTO formula only sends when a user clicks a link. If a user could click a Process button (that incorporates other actions) and it automatically create the email based on the user that clicked it. This would be immensely helpful for…
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Suppress Zeros on Graphs
Hi All - Is there a way to suppress zero values from displaying on a NUX line graph? Thanks!
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NUX Show/Hide for line items as selectors under the grid
Hello, the request concerns Line Items as Page Selectors in NUX. It is great that we can use show/hide functionality when Line Item is displayed as Context Selector on top of the page. If I have 5 line items, but 3 of them are technical and I want to let users toggle only between two, I can do that. This also limits my…
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Edit Multiple 'Source Model' Settings for Pages Simultaneously
The ability to edit the source model of multiple pages at once would be a huge quality of life update for page builders. Currently, model builders have to edit settings for each page one-by-one. This idea proposes that page builders can apply the same change to multiple pages at once: image below shows how this could work.
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Line Item Subset Formatting
This post is a bit of getting ideas to work around but also see if people are experiencing similar issues. I think it would be a good idea if Line Item Subsets could inherit the formatting and time settings from the source modules that they come from. In the situation where you had a KPI which was a %, a number and a…
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Dynamic Time filter in the new ux
Hi, question please. I am trying to do a chart in the new ux and the time filter should be dynamic in the sense that if I choose Monthly - the chart should show monthly and if I choose in the filter the Quarterly, the chart should show quarterly figures in the chart and same with the Half year and Yearly. The time filter…