Idea Exchange

I'm excited to see new collaboration features coming to the platform but the lack of context being applied to comments makes them not very useful and will require very specific training and notice for users to make sure they do not share sensitive information with other users. A specific example is incentive compensation where your selective access is specific to your own pay. Since everything else in Anaplan is context-driven, a user could very easily comment on the card thinking it was specific to the context selection and not just associated with the card.    A few features that would address the security concern here: Have comments context-driven Allow the comment option to be turned off Allow a user to delete their comments Provide instruction that the comment is for the card in general and all users with access to the card will see it ... View more

I would like the ability to, when setting up an action initially, give that action a name that would be used in the Actions section of the model settings library and indicate if it is recurring or single use. Then by running that action it would either be kept with the name given - recurring - or be cleared from the system. In addition it would be absolutely wonderful if you could set up action functional areas and assign that at creation - then you could group actions according to the function, e.g. hierarchy development.    That would significantly streamline model maintenance during setup since you could establish and maintain naming conventions for actions. Then - rather than having to go through and clean all actions and rename everything set up - you could remove unwanted actions and proactively manage your Actions settings.    I think this would lead to significantly cleaner models, streamline adopting best practices in development, and increase speed of development without having to stop to recover the name of the action. The process of maintaining the actions is always cumbersome during implementation and expansion and is one of the greatest maintenance challenges I have seen in both recovering models and enabling implementations.  ... View more

As an Anaplan CoE Lead, I am often asked about training for our ~500 end-user base on basic Anaplan Navigation and functionality. I would love to have an "End-User" journey training path of short and easily consumed training courses released that I can point end-users to. I doubt this group of users would spend more than 30 minutes to complete the training, so the course(s) should be concise and cover the following topics at a very high level.  Basic navigation within a model and a NUX app How to pivot published views How to use filters ... View more

One of our best Anaplanners at Tableau recently left the Sales Operations organization.  She unfortunately will not be an Anaplan user in her new role.  Before she left, I made this "best practice" image for her, referencing an incident 2 years ago, when I was only 2 months on the job here.     Joking aside, I've recently been doing the new L2 training, and in going through that process, I got flashbacks of my early days with Anaplan.  I remembered how deflating it was any time I messed up a formula, toasting the model for everyone.  There's no doubt in mind that this has a tangible effect on new user enablement, especially if it's a brand new Anaplanner ramping up onto an established Anaplan model.   I know the Development Team is already working on features to preempt the need for Toaster Time processing.  (ie tell you it's going to toast before it tries to process your formula through the rest of the model)   But in the meantime, it would be great if we could just have the option to NOT shame the toaster.  Just a simple boolean option somewhere in the settings.     It's an easy way to be "nicer" to the newer Anaplanners.  If Anaplan is ever going to reach massive appeal and attain its market share goals, we'll need to treat these people better and make the enablement process as easy as possible.   Some suggestions for the new "Toast" messaging:     ... View more

It would be a great addition to the Anaplan Connect User Guide to have all the different types of error that could be dumped whilst using the Anaplan Connect client to run actions/processes in Anaplan.   It would be particularly useful for users not familiar with Anaplan (IT teams that manage the scheduling on behalf of the Workspace Administrator) to debug files and identify what has caused the issue, before fixing them or contacting the system admin.   It could also mean less reliance/assistance placed on Anaplan support from inexperienced users.   In addition it would be useful to have the ability to customise the format of the dump files (only currently available as tab delimited, but would be useful as comma separated values). ... View more

Hi Anaplan,   It would be great if Anaplan could host youtube (or another provider) videos on dashboards.  The use case is for hosting instructional videos/content to guide users.  I'm sure there would be many other potential use cases for this too.    Thanks,   Usman ... View more

Enable WalkMe (https://www.walkme.com/) on Anaplan because as use cases of Anaplan increase in the company, we cannot train individually everyone, or even in groups as this is too time consuming. Even with the new user interface, users will still need to be walked through the system so WalkMe could automate this ... View more

The training provided by Anaplan is extremely limited for Customers.  Aside from 4 generic courses, your options are to: (1) scroll through Anapedia and hope to find what you are looking for, or (2) pay for Consulting.    I believe it would be beneficial to continually update Anaplan Academy with new courses. This will enable Model Builders to continuously improve their skills, and stay up to date on the latest enhancements.   It would also be beneficial to roll out training forums whenever a new feature, like Excel Add-In 3.0, is added, so users can ask questions that are not covered by the generic demo video.  ... View more

Would like to see some small animated demos, possibly on the live (www) website that show some of the capabilities in action and perhaps how to accomplish some interesting (or impressive) tasks. This could be in the form of an animated PNG or series of them. And give a much more friendly, more accessible view into our product. We have extensive and somewhat complicated training & demos, however I think there's a marketing benefit from showing the software (from the new springboard) in action, in small ways. This is to make bite size demos of what kinds of thing you can do. Possibly more of a marketing tool but could also be leveraged toward training if done correctly.  ... View more

Using Lucid Chart today, I really liked how during load screens you got a little user hint/tip (Slack does something similar during start-up). Turns those annoying delays into useful opportunities. ... View more

Allowing users to have limited, trial only access to the platform would be a huge source of momentum. ... View more

As a model builder and workspace admin, formula errors can be costly. My idea is to add an error log that tracks formula and calculation errors. This will help document who was doing what when something goes wrong. It will also help with enablement as you can review the error log and use it for training - ensuring that the same mistakes are not made over and over. ... View more

While accessing training on Community > Academy > Academy Classes, it is difficult to follow the 101, 102 etc courses as they do not seem to appear in their own section, or in a specific order.   A great enhancment would be to better organize these corese so that those training corses are located together and in order. ... View more

I would like the ability to assign training (101, 102 etc) to my users.   This would be beneficial as they would receive   a notification to say the training has been assigned to them, as well as receive a link directly to the training so that they do not have to search for it in community/learning center. ... View more