Formatting of Rows and Columns in a grid view published in New UX

Formatting of Rows and Columns in a grid view published in New UX

As a user and/or model builder, I want to be able to format items displayed in the rows and columns of a grid view when publishing them in a board or worksheet in the New UX.  I also want to be able to save these formatted views for re-use (probably can use the "save card as template" functionality for this).  Formatting should be able to be applied to individual items in a list and/or line item or for selected level(s) of a line item or list item being used as the row or column of a grid view.

 

Formatting functionality should include the ability to select the alignment (left, centre, right) of rows and columns.  This would probably mean that any line item formatting (e.g. "style" column in Blueprint) will be overridden by this column/row formatting functionality.

 

This functionality is very useful as it allows the user/model builder to publish a grid view in the format that is most relevant for user base of the report(s).

6 Comments
m.angeles11
Certified Master Anaplanner

It would also be awesome if the formatting of rows and columns could be done using conditional formatting based on attributes of a list and/or value(s) of a column within the grid view being formatted.

LilyChapman23
New Contributor

As suggested by @m.angeles11, our clients would love additional options for formatting rows and columns in the new UX.  Having these additional options to format or band the rows will allow the data to stand out from the rest. 

sprender
Regular Contributor

Adding a table theme and formatting summary styles is now available in Management Reporting so you can present data in a formatted way. We are currently working on enhancing this further with row and column formatting.

 

https://help.anaplan.com/a8cf2abb-1b9d-401c-a461-0609b6bd0c0f-Set-the-style-of-presentation-table-el...

 

 

Status changed to: On Roadmap
philip.austin
Group Leader - Employee

Thanks for these latest enhancements @sprender !  Great step forward.   Today a customer shared their desire for color coding select columnns (for instance, if The columns are a combination of time and version, they would like the "Actual" column for each month in a different color than the "Budget" column.  Is such column-based color coding in the roadmap for the UX (Management reports and also Boards?   This customer request mainly focuses on boards...)

sprender
Regular Contributor

@philip.austin row and column is available today on Management Reporting. You can see more around how its done in the release note here - https://community.anaplan.com/t5/Feature-Updates/Report-Table-Formatting-enhancements/ba-p/139829

 

Going forward it is our plan to add some of these capabilities to Boards and Worksheet pages as well.

philip.austin
Group Leader - Employee

Thanks @sprender .  Yes, that is excellent.   But my follow up question concerned boards (where I think @m.angeles11 's request originated) and also specifically color coding of columns.