NUX Line Item 'Style' Options

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CWPorter
CWPorter Member, ALL USERS, GroupMember, Certified Model Builder Posts: 5 Contributor
in User Experience

Currently the Anaplan NUX lacks options for line item 'Style' that are in the classic UI. Short-term need: As a minimum viable product customers are requesting these same options in the NUX. Examples include, bolding, italics, underlining, indentation etc. Full feature: In addition to the classic options, a full spectrum of formatting is requested including line item grouping with expand and collapse. See example below in the image for customer expectations.

 

Problem: Many of our customers with income statement/P&L use cases expect line item 'formatting'/style options and won't adopt the NUX until delivered. This type of functionality is seen as a prerequisite and facilitates quick reading and analysis of data.  

 

CWPorter_0-1606899504188.png

 

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Comments

  • willemvdb
    willemvdb Member, ALL USERS, GroupMember, Partner, Certified Model Builder Posts: 5 Contributor

    @CWPorter You can format your line items in the NUX, just like in the old one, you can adapt the style. 

    willemvdb_0-1606906019086.png

     

  • CWPorter
    CWPorter Member, ALL USERS, GroupMember, Certified Model Builder Posts: 5 Contributor

    @willemvdb Yes some of the 'style' options will come through (such as indentation, italics) but they are not as robust as the classic and some key aspects of this are still missing. For example the ability to underline or double underline or to bold the line items. These are key to a lot of P&L use cases. I'll try to adjust the request make this clear. 

  • jcannon
    jcannon Member, ALL USERS, GroupMember, Certified Model Builder Posts: 5 Master Anaplanner of the Year

    I will second the request and will 'tack on' an additional feature that is inline with the topic: add the ability to insert 'breaks' in reporting modules to provide visual breaks between statement groupings. This is a constant feature request from FP&A users. The longstanding work around still requires using line item formatted as 'No Data', however, you have to use at least 1 unique single character to name the line item 'break'.

  • julia.sung
    julia.sung Member, ALL USERS, GroupMember, Community Member Posts: 5 Occasional Contributor

    Agreed, our users are requesting to see the bold formatting of parent items show up in the NUX similar to how it was in classic.

  • annarudneva
    annarudneva Member, ALL USERS, Partner, Certified Model Builder Posts: 1 New Contributor

    Adding the option of editing font colour (or other styling options) for a line item would be of great value. P&L sometimes gets very long and needs visual highlights. I use conditional formatting to colour the cells, however, when there are many different points to highlight it can get extremely colourful (not something end user might like). In this case experimenting with font colours or different styling options can save the day.

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