About StevenK

If a View made up of multiple dimensions has top-level summary items selected is published to the NUX, the same functionality where the view would essentially be "locked" is incorrectly represented in the NUX. Context selectors appear and a user is able to filter on elements they shouldn't have access to in narrowed view. This can be addressed by filtering the context selectors themselves to the top level item, but there is a misalignment of this functionality between the Old UX and the New UX. For example: View on a line item for "Amount" with Top Level Company and Account selected represented over time is published to the NUX. A context selector for Company and Account will appear. Both will show all elements even though the top level item is selected in the original view and will allow a user to filter the view even though the top level item should essentially be "locked" ... View more

If a User logs into the Anaplan Excel Plug-in and keeps Excel open, the plug-in will eventually time-out it's connection with Anaplan (30 minutes). If this is done in a short enough time frame, a basic end-user may try to refresh the data. The plug-in does not notify them that they've essentially been "logged out" and it leads to a poor user experience. My proposal would be one of the following: 1. Prompt the user to log back in once the 30 minutes of access has elapsed 2. Add a "Re-connect" button once the 30 minutes has elapsed to allow a user to log back in 3. Prompt the user to log back in if they try to refresh the data or add a "reconnect button" when the tab is greyed out. I'm sure there are many possible other options but any of them would lead to a more streamlined user experience. ... View more

Anaplan recently updated the formatting of their welcome email when a Workspace admin adds a user for the first time within Anaplan. The email title is "Active your Anaplan Account". We only allow users to login via SSO in our organization, however, clicking on "Active your Anaplan account" from within the email prompts a user to setup a password. This contradicts instructions we provide internally that a user should login via our SSO link and leads to locked accounts. Locked Accounts Issue/Idea: https://community.anaplan.com/t5/Idea-Exchange/See-Locked-Accounts-Due-to-Non-Successful-Logins-in/idi-p/132713 The underlying issue is the formatting of the email and where the link takes the user. There should be a unique format that does not prompt a user to set up a password if they've been set up as an SSO user. ... View more

The left panel that designates the slides in the Report Builder should be adjustable. We can fit ~28 characters in the panel which makes it difficult to write titles for multiple slides. There is a lot of white space between the chart and the left panel on a full HD monitor meaning there would not be any impact to the builder itself if the panel could be adjusted for size so users could see beyond the character limit currently set. ... View more

While the Excel Add-In has seen significant improvements in both functionality and performance in recent months, it would be useful if a user could have the option to treat the data more of an "Export" and less as a "Pivot" - I am trying to essentially accomplish the below - but through functionality I would expect from the Add-In https://community.anaplan.com/t5/Anaplan-Platform/Format-of-output/m-p/62339#M11383 In any list and Module you have the option to "Export" the data which often produces a "flat" output with repeating columns and rows for list members and headers to match. The Excel Add-In does an admirable job of mimicking what a user might see directly in Anaplan but a poor job in making the data useable in "Excel" using what I would describe as "base excel functionality". Our use case is: A User wants the ability to export an output report across months/quarters so that they can create functional charts within Excel for publishing to management. While the new report builder tool is good at creating reports, the lack of colors, font size options and certain chart types makes it difficult to meet end user needs. As such it would be nice if data could be exported in a "flat" format without extensive manipulation. ... View more

We have found that when leveraging the Anaplan Add-ins for both Excel and PowerPoint often times any formatting done on the data to resize columns/rows or change fonts/colors is completely lost following a refresh of the underlying data. We would like the ability to maintain native application formatting when refreshing underlying data to become an option within the Add-in itself. While in Excel it is technically possible to reference the Anaplan data from another sheet to maintain the formatting this is not the desired functionality. In PowerPoint we don't even have that option so we need to reformat whatever data is pulled into a readable format following a refresh. ... View more

As a Page Builder, when using a Grid in the Board Designer I would like the column sizes to adjust dynamically to the underlying presented data (if a setting is checked). Due to the expandable nature of the New UX and the limitations in font sizes, what works on one screen might not work on another. I would like the size of a grid to be dynamic enough to adjust to the size of the screen any the largest length of the underlying data. This is very similar to: https://community.anaplan.com/t5/Idea-Exchange/Resizing-multiple-columns-simultaneously-in-New-UX/idi-p/89308 but I would like to push the idea further by getting a "dynamic" column sizing option. ... View more

There are four options for row height in a table output in the Report Designer/Board Designer. Even with the "default/standard" option, there is significant white space between rows. It would be helpful to have a "narrow" height option for table rows, or similar to my request around fonts, and adjustable row height based on a user input value. Similar to the row height issue, we have found that creating a table where we are intentionally filtering out column values, we end up with a column that is 2-3 rows in height with no contents. It would be helpful to either have the same option to adjust column height (similar to the old UX in terms of row) or exactly like the proposed row height make it adjustable. ... View more

报表设计器限制你以下page sizes - A5, A4, A3, Letter, Folio, Legal and Executive all of which are "printable" options, however, with the option to export to PDF (a highly dynamic file type), it would be useful to have the option to set page size either by px, in., cm. and then have the option to export those to PDF (or print if a printer can handle printing that "print to pdf" document.). Because so much space can be "wasted" from large text boxes and limitations in table spacing we often need to report on more data than can be cleanly presented given the page sizes available and the limitations in formatting options. ... View more

The New Report Designer Font sizes limit you to - Normal, Instructions, Heading 1, Heading 2, and Heading 3 which is on par with other Anaplan functionality in Model design and UX. However, for such a dynamic tool it would be helpful to have the option to set font size similar to other report designer tools which allow you to use a font size 2-XX to meet more use cases. The above is also true for the use of Tables in the Report Designer. Tables are locked to a single font size which results in many tables taking up much of a single page. In the text box there is no option to adjust the spacing between lines of text. It would also be incredibly useful to have the ability to adjust the spacing either in px., cm., in. ... View more

For those of you using ALM, how do you perform testing between models? We currently have Dev --> UAT --> Prod sync setup. For ideal testing, our Production and UAT environments would be identical, but this requires either export/import or significant user input. How does one get around this? ... View more