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How to do Dynamic Charting in Anaplan?
Hello everyone, I'm currently trying to show dynamic charts on dashboards -> for example whenever I select a month - Jan it should show the last 3 months data i.e only Nov, Dec, Jan data, if I select Mar then it shows Jan, Feb, March data on the dashboard. I'm able to get this filter on Module but on the charts, I'm not…
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Enable more details to be shown at drill down level
Anaplan should enable users to view more details (e.g. other line items) after drilling down, rather than solely viewing the relevant list item and its corresponding value [see attached picture] (as in drilling down a pivot table in Excel to view the transactions) Example of such a use case: GL data has been imported into…
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Is it possible to populate a General List with new member/attributes via a module/dashboard?
Hi, I was wondering if it's possible to load a file into a module with brand new list members and it's attributes? Thanks, Dan
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NUX - Multiple users using the page selectors on a dashboard at the same time
Hi community, I'm working on a Workforce Optimisation tool, where End Users will select a location and the day of the week using the page selector on a page . Relevant information about the number of transactions and the number of staff at that location will display on the page. On a separate page (that also uses the…
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Error message: Cannot breakback
Hi all, I have a dashboard for forecasting and I want to allow users to copy from one quarter to another quarter, using breakback (at a quarter level instead of monthly level). For some reason, whenever I try to copy values from one quarter and try to paste them into another quarter, I am getting this message: Cannot…
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Add conditional formatting icon sets
The 'Icon Sets' feature in excel conditional formatting is a tool that I really like. It looks very clean, and can convey a broad amount of information quickly. It would be great if Anaplan could incorporate some of these into the conditional formatting menu, using a similar logic to excel. For those unfamiliar with icon…
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Add shape to New UX cards
It would be great if page builders could change the shape of certain cards within the new UX. For instance, the ability to choose between rounded square, circle, or rectangles for KPI cards This would give page builders more options in: * aligning page themes to corporate branding * displaying visual data in creative ways
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New Style for Line Items
We have had a client request for a line item style with one line above and two lines below a specific line item. This style is very common in financial statements and SEC filings and would be beneficial if it could be reflected in Anaplan. I have also seen requests for the style to be reflected in the dropdown in blueprint…
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Word wrap on rows
It would be great if model builders could enable word wrap on rows as well as columns. It would be even better if Anaplan could dynamically check each row, see which rows required wrapping, and only increase the row heights of rows where wrapping is required.
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Adjust row heights for list or line items
It would be great if model builders could define row heights for list items or line items when pivoted to rows. This could even be controlled within another module. For instance, a model has one list Countries. One module would control the row heights of Countries, contained within a line item Row Height. Another module,…
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Publishing comparative data
Hi all, What can i do to publish comparative data in my dashboard? for example, in my notes to FS, i published the period ending and reporting entity. For my cash and cash equivalents, if i select Jan 2019, the comparative month (Jan 2018) shall also appear alongside with it? and if i select Feb 2019, Feb 2018 data will…
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Timeline and Map Charts
How do I create Timeline and Map Charts in the New UX?
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Date formatted columns taking more inputs correctly
Issue: When you copy+paste a table into excel, excel's default behavior for "Date" formatted or similarly formatted information changes the data slightly to a "MMM-YY" format from a "MMM YY" format and you are unable to paste back into the model/load as a basic default using upload. Current Solution: 1) Manually re-enter…
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Improve user experience!
Content pane shows dashboard grouping as a header but the problem with it is that when anyone clicks on this group name then all the unlined dashboards open which is inappropriate behaviour. Control such vital features to behaviour like that. It will improve user experience!
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Dashboard view by year/ monthly view
Hi I have a dashboard where it present in a monthly format (Jan 20, Feb 20 Mar 20 etc ) (Time scale in the module in blueprint in Month) Can i create a switch for dashboard user can switch the view from the monthly view above to Full year view ( Full year 2017,2018,2019,2020 etc ) Many thanks
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Quick filter: for percent formatted line items, display a % after the filter value
When Quick filters are applied on a percent formatted line item, the value to filter on does not show % sign. Naturally, a user would assume that he should enter a decimal value. However, this does not generate expected results. For example, End-user would enter 0.5 to filter on 50% and this would filter records having…
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Saved View not Changed in Dashboard
Hi All, This seems like a simple one. I changed a saved view that is displayed on a dashboard. However the dashboard isn't updating with the new view. I overwrote the old view so the name is the same. I've clicked refresh on both the dashboard and the saved view to no avail. Thoughts?
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The filter dialog for percent formatted line items should display a % after the filter value
When you're entering values in percent formatted cells, unless there is a % in the cell, the value entered should be a decimal to show the correct value, e.g. 0.5 should be entered to display 50%. When setting up a filter on a percent formatted line item the value to filter on does not have a % therefore I would assume I…
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Dynamic Cell Access does not seem to work in new UX
Hi, I have created a module with dynamic cell access for a specific line item 'Transfer Site'. It is a list-formatted line item. In a separate access drivers module I have created 2 boolean line items for read and write access which are checked. This gives the possibility to a user with access rights to only 1 site to…
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NUX Synchronise Page Selector from Line Item
Hi, I'm trying to configure my NUX dashboard to update two separate cards based on a line item list selection. In this example (see attached), I'm updating the Current Period from a field card. This in turn updates the filters on the Group P&L grid card as it is linked to a saved module view. However, I also need it to…
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Is Anaplan’s New User Experience Right for My Organization?
If you attended Anaplan's CPX conference last year, you've probably already heard about and seen Anaplan's New User Experience (New UX). After seeing a demo or two of what is possible with the New UX, you are likely wondering, “what else do I need to know before implementing the New UX?” To help shed light on this, we've…
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Ability to automate the multiple line option within text formatted line item
Hi All, I have a text formatted line item in a module which contain multiple sentences in a single line. I need to break that text into multiple lines within the same line item and display on the dashboard. The user has only 'read access' and cannot use the 'Alt+Ctrl+Enter' option. Is there a way to automate this with the…
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New UX on Mobile
Hi, I have access to the new UX. I'm trying to view a page on my mobile device for design optimization. How do I go about doing so? Thanks!
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Anaplan Substitute for Excel What-If Two-Variable Data Table
If anyone has an interest, I have a recipe that allows to replicate Excel What-If Two-Variable Data Table functionality in Anaplan aka sensitivity/incremental change analysis of drivers.
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To fetch data through switching between different modules through page selector
There is a list which contains C1, C2 as child items of P1. On a dashboard, this list is published as page selector. I have two source modules(child level-C and parent level-P respectively) both are input modules and one target module(T). The input data for C1, C2 is present in module C and likewise input data for P1 is…
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New User Experience Feedback
A PDF containing a few of my noted Pros/Cons after a couple weeks of working with the new UX.
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Field Cards on Mobile App
Hello, In the new UX you cannot publish a line item instead you publish a KPI (number line item), or a field (text line item). Problem: the field card does not display on the mobile app. How can I display a large text field on the mobile app? Any workaround? Are text field display and editing on the mobile app roadmap?…
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Data entry on mobile in the New UX
Hi, I've created a Board specifically for mobile users. Users will select the time period by inputting a start and end date into a grid. They will also choose the location they want to review using a page selector, and the information on the rest of the page will be updated. When using the mobile app, you can't seem to…
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Time Synchronization on Dashboard
Hi All, I've added a time (yearly) as a page selector at the top of the dashboard, but my columns are not synchronizing. In fact, the Boolean in the design area cannot be clicked. Thoughts?
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Letting users update a list on my dashboard
Hey Everyone, I currently have a dashboard that allows certain users to update a list of employees by adding a new employee. I am using an action and a button on my dashboard to allow them to update my employee list. Is there any way to not show the current list of employees? Only showing a blank line representing the end…