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Time Filter applies to specific month
Hi, I'm trying to create a time filter that will only ever return current month and December 2020. I've managed to create a filter for both using separate line items, struggling to combine and allow users to view. Any suggestions? Thanks.
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Dashboard Module Views - Quick Filters
We have a module view published to a dashboard where user control filters have been applied for the end users view, and we deactivated the "Data - Filter" option of the dashboard-published module view as a precaution. End users can use "Quick Filters", but only one selection can be made within a column from our experience.…
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Dashboard Text Box Default Alignment, Pixel Settings
I'm sure this has been touched upon, but couldn't find a post that addressed this directly. Anyway, would love it if the dashboard text boxes aligned automatically. It's annoying how difficult it is to do this manually. Another option is that it would be great if you could click on a text box, and select exactly how many…
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Refresh directly on Dashboard
People find the refresh menu on the dashboard toolbar too difficult to find. We have been asked many times for an action to refresh a dashboard. Another way would be to incorporate this into a dashboard toolbar.
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Dashboard Filter Options for Module Saved Views
It would be great if there was a way for us to “lock” the filters that are part of the Saved View being published to a Dashboard. A lot of my Dashboards contain filtered views from which my users like to further filter based on visible columns. There is no differentiation between the Saved View filter and User defined…
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Manage Models in New UX
In the new UI, where do I access the 'Manage Models' function? I am able to switch back to the classic view and manage them their, but I was unable to locate in the new view...
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Import for Weekly Data
I am trying to import Historical Weekly Data, but am constantly getting error. Please assist how to import Weekly Data? I tried several times, I have attached Screenshot.
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Model Status based on Versions
During our planning process we export data from Anaplan and upload to HFM twice daily. While running those exports we change the Roles->Versions to 'Read' so that no changes are made during that 10-15 minute window of time. Yes, we'd like better integration automation, etc but just not there yet. Question: * Is there a way…
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Eliminate auto-generated ID in charts
Hi everyone, I'm having an issue for my chart: Anaplan auto-generates ID number for Account names (Please see the chart attached). This is because The Unique items are Account codes, and there are duplicates in Account name (with different account codes). I need to eliminate the auto-generate ID so that, for example the…
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Anaplan Mobile APP: Landscape issue with cards(image)
Mobile app I am facing a issue while using the Anaplan mobile app with the landscape view for image card, does the landscape view only applies to grid card? Please find the screenshots( includes: View in Classic dashboard,New UX and Mobile APP) This screenshot is of the classic dashboard viewand the same view in mobile app…
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Chart Button greyed out
I am currently following the Level 1 Model Building: Dashboards course. I am trying to create a chart from my data, but the icon is greyed out. I cannot find any information about possible causes for this - any help would be appreciated! Kia ora, Callum
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Design a dashboard
Hi - Can any one suggest an idea on how to design dashboard based on the attached screen shot ? Color of the wheel should be auto populated based on the logic's set .
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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…