Feature Updates

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Latest Features

Dynamic Recipient Notifications

Dynamic recipient notification functionality is an extension of the existing UX notification action that allows for greater flexibility when collaborating with users. You can now target specific individuals and draw them into the planning process when they’re needed. By mapping recipients against any other list in your model you can send notifications to chosen individuals based on the context selected on your page.

See it in action here


Bar Chart Series Order

Coming this week, we will be updating the ordering of the bar chart series. This update will mean that it will reflect the same order as the legend.

Please see examples below.


Example 1: Series is reverse to legend

Bar Chart 1.png

Example 2: Post update, series order will match the legend

Bar Chart 2.png

SS SAML Migration

Anaplan is in the process of migrating customers using our current SSO feature to our new Self Service SAML framework that was released earlier this year.  Details regarding the feature are available in the links below.    

We anticipate the migration for all customers to be completed by early next year.  The migration is an automated process.  You will be able to confirm your environment has been migrated by being able to see your SAML configuration in Anaplan’s Administration application.  The specific instructions to do this are (1) Assign a user the Tenant Security Administrator role in Administration.  Your Tenant Administrator should be able to assign this role. (2) once the role is assigned, the user with this role will be able to see a “Single Sign-on” feature in the Security menu in Administration.  Upon accessing this feature, your SAML connection details will be visible and the Tenant Security Administrator may monitor. 

The following information is available regarding Self Service SAML 

Excel Add-in 4.1 and PowerPoint Add-in 1.7

The first phase of these two new versions of our Office Add-ins support Self-Service SAML for new customers has been released. In this first phase of the release, the Add-ins are available for download in the feedback group, which can be joined by any customer, partner, or employee.

Please find more information about Excel Add-in and PowerPoint Add-in versions. For best practices, please see our governance best practices.

Please note that we ended support of Office 2010. As announced here, if you are an Office 2010 user, you will still be able to use the Office Add-ins and Anaplan Support will still assist you with your queries, but no further development work will be done to support issues specific to Office 2010.

Map Charts

Use our exciting new map charts feature to show regional and global maps. This now gives you the ability to highlight states or countries based on performance. The UX map charts include support for all the existing regions today in classic as well as the addition of regional areas within Germany, Japan and the UK.

Read this Anapedia page for more information.

Map Charts.png


Dashboard Import Tool

With the Dashboard Import Tool you can now easily move a classic dashboard to the new UX. This accelerator tool pulls across module grids and standard charts from a Classic dashboard to a Board page. This tool is a great starting point to building out pages in the UX based on an existing dashboard, which can be modified as needed.

Read this Anapedia page for more information.


Upcoming UX ALM and forms functionality

Throughout October, we'll be introducing features to enable a single page to support application lifecycle workflows without the need for separate development and production apps. Specifically, where you have access to the models, you can:

  • Choose between different source models associated with a page.
  • Associate multiple models with a page so you can switch the source model of a page as part of an application lifecycle; for example, Dev, Prod 1, Prod 2, etc.
  • Make draft page changes against a development model and save before publishing to the production model or models.


Forms updates

During the week of October 12, we'll also be making updates to how forms work in the UX. Currently, forms are associated with models and the same instance of the form can be reused/shared many times across different pages built on top of the same model. New updates include:

  • Forms will be associated with a single page, meaning it will no longer be possible to share and reuse forms across multiple pages.
  • Existing forms on pages will become standalone, and they will become unsynced from other forms. Any form changes will need to be made to each form instance on every page.


Stopping support of Office 2010 on our Office Add-ins

Microsoft will stop supporting Office 2010 on October 13, 2020. Anaplan will follow suit with our Office Add-ins. From our upcoming release date in late October, we will stop supporting Office 2010 for all existing and future Office Add-ins.

If your company doesn't use Office Add-ins or Office 2010, you will not be impacted. If your company uses the Excel or PowerPoint Add-in and Office 2010, you may be impacted.

Anaplan Support will still assist you with any concern, but we will not consider any further development or updates specific to Office 2010. This message has also been sent to the Customer Success Business Partners of customers who have used an Add-in with Office 2010 in the last 30 days.

Excel Add-in 4.0

Our Excel Add-in 4.0 makes it easier for anyone to install and upgrade the Excel Add-in, access the right information at the right time, and work more efficiently. We have summarized the highlights in a blog post and created a short walk-through video.

For further information on this latest version of the Excel Add-in please click here.

Leverage UX ALM

Leverage UX ALM to create, save, preview and publish pages.

  • Draft pages: Page builders will be able to create new draft pages before publishing them.

  • Save changes: Page builders will be able to edit pages in development and save their changes as they go until their updates are complete.

  • Preview pages: Page builders will be able to preview pages from design mode so they can see how it will look and behave in published mode before they publish the complete page.

  • Publish pages: As before, page builders will be able to publish their pages, which will make their drafts or unpublished changes available to end users.

Click on the Anapedia link for each feature to find out more.

Maximise card function in the New UX

You can now maximise a card on a Board to fill the full screen. This allows the user to focus in on the area that is relevant to their needs, whether that be more detail on a chart or filtering and drilling down on a grid. Watch this 50 second video on how this new feature works.

Read this Anapedia page for more information

Gantt charts in the New UX

Visualize your programs, projects, tasks, and promotions with Gantt charts in the New UX. Gantt chart project bars help teams with proactive future planning and allows them to spot and remediate potential bottlenecks, fast. In addition, users can plot key milestones to track progress. Watch this 50 second video on how this new feature works.

Gantt 1.png

Read this Anapedia page for more information

Editable drill down in the New UX

Easily edit values in a drilled down grid to see the impact of changes at the bottom level of a drilled down hierarchy on the aggregated summaries.

Read this Anapedia page for more information

Share a Page

Loop more users into the planning process by easily sharing Anaplan UX pages with colleagues via email. Simply tap the “Share” icon on the top of the page, search for users, and add a message with details or action items to begin using this new feature. Watch this 1 minute video on how this new feature works.

Read this Anapedia page for more information.

Search for Apps and Pages on Mobile

Users can now leverage the search feature to quickly find Apps and Pages in the mobile app. View search results broken down by result type and use saved recent searches to find the content needed most often.

Read this Anapedia page for more information.