Idea Exchange

The import action management section often becomes messy because ALL import actions are saved. Would love the ability to create sections and separators, to better organize the import actions I intend to repeat. The following example was created from dummy imports, but it would be great if this feature were built in.     I think the specific categories should be customizable by the user, but the ones I currently use are: List Append Imports List Hierarchy Imports List Subset Imports List Attribute Imports Module Data Imports Input Reset Imports ... View more

When exporting a graph from the New UX, the title of the card is dropped as are the labels/selectors. This is the case whether it is exported via "print chart", or PNG/SVG/JPEG.   Ideally, there would be an option to include/exclude this information on the export, but at minimum to automatically include this information on the export.   Greg     ... View more

In the New UX, Cards on Boards snap to the resolution of the screen (i.e. they scale to resolution); however, if that Card holds a Grid then the Grid itself does not snap to the new resolution. After a quick troubleshoot, it is as if the font does not change size as a result of resolution change, so the grid within doesn’t scale down and must inherently remain the same size.   Therefore, if a grid card is designed on a 1080p monitor, when it is viewed on a 720p monitor, the card itself snaps, but the grid within remains the same size and the user must scroll within the card to view the whole grid.   This means that when there are multiple resolution potentials across the End User group (very prevalent at the minute with WFH due to COVID), 2 versions of the same dashboards must be built to maximise end-user experience. ... View more

As a client Tenant Administrator/CoE lead, I want to be able to set up the following license management workflow from the Anaplan Tenant Admin Page:   - Specify the inactive user period threshold of X weeks/months, as well as notification period of Y days; - Check the "Last Active Date" of all the users who have access to my tenant; - Set up a logic to compare the "Last Active Date" with the current date; - If the gap is greater or equal to the threshold of X weeks/months, the workflow should send out notification emails to the inactive users checking if they want to continue using Anaplan; - If there's no update on the "Last Active Date" for the inactive users for the next Y days from the notification email sent date, the system should automatically remove the inactive users' access to any model and disable those inactive user accounts. - Also have the ability to exclude a list of "very occasional" users who never want to be removed from accessing the Anaplan platform.     So that it is much more efficient for me to manage the licenses when the active user pool is greater than 1000 and is also changing from time to time. ... View more

Hi,   I would like to be able to make a different selection of line items for different members of my dimension. This is something that is possible currently in classic interface and would be great if it's also available in NUX. Please see example below:   Currently, I am able to make a selection, for US I want to see 3 line items, for Canada 4, and all 5 Line items for Mexico. This is unfortunately not possible currently in NUX.   We have some cases in which it would be beneficial to create such views. This is only possible using saved view, though for example conditional formatting has different colors. We would prefer to create it directly using Custom View.    Kind regards, Filip Sypniewski ... View more

When a new model gets created all the workspace admins get full access to the model by default. Idea I am proposing is to limit the access of the newly created model to the only admin who has created it. ... View more

This post is a bit of getting ideas to work around but also see if people are experiencing similar issues.   I think it would be a good idea if Line Item Subsets could inherit the formatting and time settings from the source modules that they come from.   In the situation where you had a KPI which was a %, a number and a currency value, these could be split into 3 separate line item subsets and presented on the same dashboard. This will take up more space as the data will be coming from 3 separate modules. They will also need to be manually maintained for which lines go into each subset if a new line item is added to the source module.   Similarly for time settings, in a situation where a source module has a balance sheet movement that might have an opening balance, some movements which are summed over time, a closing balance and also an average balance. These would also need to be split into separate modules with similar problems as above.   This becomes a bit of an issue when trying to do version variances without using a native version formula. In a roundabout way, an idea of version subsets may also be a useful solution as the variances are only present in the modules where required and not in any input modules. ... View more

Currently, it is possible to Show/Hide levels (i.e. summaries/details or L1/L2/L3) of lists and line items in the "context selector settings" of the New UX.   It is not currently possible to do this with time.   The dropdown list will be at the lowest level of granularity of the array of data on the page (e.g.the grid has granularity of "days", but I want the ability to only select on "weeks" or "months" etc.)   This added functionality would allow greater flexibility in meeting End User needs. ... View more

Currently in order to allocate/redistribute the workspace within the tenant we raise a ticket with Anaplan Support and get it done. Idea I am proposing is that we have this feature for Tenant Admin or Tenant Security Admin on Admin Console. This will save some time in getting the redistribution done. Also Tenants will play around as per their own needs and requirements ... View more

I like the visual aspect of KPI cards, but I found myself recently wanting to edit the value as part of a what-if analysis. I used KPI cards to display the assumptions , but I wanted to flex one assumption but I can't edit KPI cards.  The resultant grid input just looked out of place ... View more

As a Workspace Admin, I need the ability to re-order the categories that are created in NUX.   As it stands right now it appears that they will auto-sort to Alphabetical order and/or Numerical order. I cannot always rely on this as sometimes I may use a numbering system for the pages themselves and it becomes confusing to number or index the categories. It is a standard functionality to "Move" or re-order all other aspects of Anaplan (Functional Areas, Modules, Lists, List Members, Lines items, etc.) and it would make sense to follow suit here.   I know this is successful when I am able to choose the order that the categories are displayed, in the NUX. ... View more

Hi,   I would like to be able to select specific Line Items to create required views on a page on which more than one module is published. Currently it is not possible.   Imagine following, simplified example, it was requested to see Volume & Turnover by Country, and P&L on the same page. However, there are many line items in the P&L module, I would like to show only amounts after allocation, or only manual adjustments made to the P&L.    - First of all, upon publishing two modules, line items from only one module are shown as Context Selector. Note that now Line Items from first grid are shown, however in edit mode, Line Items from second grid are shown as Context Selectors. - If any selection is made on Line Items as Context Selectors, data from other grid would disappear.   - Finally, if I place Selectors under the grids as Selectors, I am not able to make any selection and restrict which Line Items are shown to Users.     I wouldn't like to pivot and make selections including Line Items in the view. It would be great to create the same views as on current dashboards.   I believe it's also connected with other idea I posted couples of days ago, that we are not able to select Line Items while creating the view and pivot to Context Selectors.  https://community.anaplan.com/t5/Idea-Exchange/NUX-Select-Items-or-Levels-and-Pivot/idi-p/73443   Kind regards, Filip ... View more

Hi,   I would like to be able to filter on an axis nested dimensions containing Line Items, as currently it is possible to be done on dashboards.    I was  currently rebuilding current dashboards in UX on pages. I bumped into following issue, I am not able to filter on an axis while a dimension is nested with Line Items, e.g. Time.   Let's take an example, I have module with Month, and in specific view, I only want to show FY. I want to make this dynamic, so when the year changes, my view is updated, therefore I use system module with time filters. While I am able to achieve it in classic interface, it is not possible to apply that filter in NUX. I can only select manually FY20 which is not the best solution. Please see pictures below.   Of course, I could pivot, and create different view, but this one works the best, and since it is available on dashboards, I believe that should be also possible in NUX.   Best regards, Filip ... View more

Hi,   I would like to be able to select items or level to show while creating custom view, and pivot dimensions without losing applied customization.    In modules or dashboard in classic interface, I am able to select any items, or levels to show, and pivot afterwards, e.g. from rows to pages. This keeps the applied selection. Currently, in NUX pivot removes any customization. This gives additional work, since we need to edit page selectors on a page, while this could all be set while creating a view. This way, additional step is removed and the same functionalities are available in new interface comparing to classic interface.   Best regards, Filip     ... View more