Best Of
New UX - Pages Visibility Layer (by Roles and NewUX Pages)
Hi team,
Currently, we have a few global programs in different business areas that unit numerous groups of users from different regions and countries. Mainly we use a global approach for each of county but still need minor customizations for them, so for end-users convenience we have to create customized pages based on the same module(s).
In this context it would be great to have additional layer for users control area which will allow to manage end-users page visibility based on role & selective access (to country in our case) as well, because now end-users see all customized pages for all countries:
With the current admin user managemet tools we can manage this by creating different roles with the same access in a classic UX setup but specified needed pages in the New UX setup. It's not really a smart approach and requires many maintenance steps.
We also can create country-specific landing pages and teach end-users to use them instead of a pages drop-down menu, or easer create separate apps for each county. But it would be great to ability to make global multi-counties models and apps management convinient for both: users and developers.
Thank you!
Katya
Re: Level 2: Sprint 1 Activity: 1.6.3.3
Sure. Go back to your original post to DAT04. Here you can set a filter on your view that will remove the years from the grid. Here's how to set a filter.
December 2024 platform releases
Check out the latest Anaplan feature updates and enhancements in our December 2024 release notes. The information below offers supplemental information to that post.
UX
- Filter across line items (end users)
End users can now apply filters across line items to a grid in boards and worksheets. Regardless of the datatype of the line item, filtering will treat them as numeric, just like in the classic experience. Filter notations have also been improved for cases where line items are context selectors, making it easier to identify and apply filters efficiently. - Expand and collapse in cells with list pickers
List hierarchies in grid cells with list pickers can now be expanded and collapsed, streamlining navigation for users. - Row and column formatting
Page builders can now apply row and column formatting, including number formatting, to a grid in boards and worksheets. This enables page builders to make individual rows or columns stand out in UX pages and add the appropriate suffix, such as %. - Role-based page access
(We mentioned this in November's update, but added a video later in the month that many may have missed, so we're mentioning it again!) Users can now specify by role who can and cannot modify a page, allowing users to restrict critical planning pages while still giving users the flexibility to create their own pages and reports. All existing permissions will remain the same, with the addition of the enhanced capability to restrict modify access so users can no longer go into page designer.
Upcoming quarterly platform release webinar
Our next quarterly platform release webinar is scheduled for January 28 at 8am PT and registration is now open! Our expert-led session will equip you with a practical guide and live demonstrations to help you get the most out of new features and innovations.
Topics covered will include:
- Tailored access to available functions based on model engine
- User experience enhancements — see below for details
Features to be demo'd:
- Engine-specific content in Anapedia integration
- Role-based page access
- Network charts
- Axis label formatting
- Row/column formatting
- Filter across line items
- Expand/collapse in cells with list pickers
Full release notes and previous release notes can be found here.
Re: January Q&A Challenge — share your reflections for a chance to win!
Hello Anaplan Community,
My favorite release of 2024 is Hierarchy Cards. They have made communication easier, especially in the foundation phase of the projects while determining hierarchies. They offer a lot of flexibility for demonstration purposes.
A big shoutout to @muratakkas for always being willing to help.
Wishing everyone a successful and joyful 2025!
Seyma Tas🌷🙂
Re: January Q&A Challenge — share your reflections for a chance to win!
One of the most noteworthy advancements in the Anaplan ecosystem in 2024 was the introduction of ADO (Anaplan Data Orchestrator).
Beyond the obvious benefits of enhanced direct integrations with various sources and data transformation capabilities, I’d like to highlight three smaller yet significant challenges that ADO effectively addressed
1. Data sources often contain duplicate rows, which was always challenging. It was always a pain if a file contained duplicated rows and if was needed to make additional transformations in Anaplan before updating the final destination objects (list, modules). With ADO, all rows are imported as they are, and any necessary transformations for Anaplan's final objects (lists or modules) can be performed directly after the import in ADO.
2. In ADO there is HASH function that transforms any combination/concatenation of columns in a consistent Key that does not exceed 60 characters. This is very helpful as the concatenated key needed in Anaplan could often exceed 60 characters. This is a very simple way to solve this challenge.
3. The inclusion of the CURRENTTIMESTAMP and CURRENTDATE functions in ADO addresses the need to have the exact current date or timestamp within an Anaplan model, eliminating the necessity of developing external scripts for this purpose.
My shoutout goes to @KirillKuznetsov for keeping us informed with the new features using all channels 😊.
Re: January Q&A Challenge — share your reflections for a chance to win!
Hello Community,
Picking a favorite feature from 2024 is no small task, but one that truly stood out for me was the ability to reorder categories and pages in the NUX app. This small yet impactful update has significantly reduced the manual effort required for organizing pages. Previously, we had to rely on alphanumeric naming conventions to sequence pages, which was both time-consuming and unintuitive. Now, with the simple drag-and-drop functionality, we can effortlessly rearrange pages to suit user needs without unnecessary sequencing. It’s a subtle enhancement, but one that brings a cleaner, more user-friendly presentation to our apps—definitely a game-changer for builders and end users alike!
My shoutout goes to @Dikshant for his functionality-focused answers, which are always insightful and practical, making a significant impact by solving complex issues.
Re: January Q&A Challenge — share your reflections for a chance to win!
Picking your favorite feature feels a little like picking your favorite child!
If I had to choose one, it was great to see User List enhancements raised through the Community Idea Exchange come to reality! While maybe not an earth shattering change, the ability to assign top levels and subsets on the helps avoid the need for workarounds to support user centric needs.
I'd like to recognize @seymatas1 who has been a rock star enabling other members of our Community! Thank you Seyma for all the brilliant suggestions and the time you have put in to provide precise instructions including amazing screenshots to help explain!
Re: January Q&A Challenge — share your reflections for a chance to win!
Hello Community,
I wish you all a Happy New Year.
I have mentioned so many times that NUX functionalities has come up a long way; the feature & flexibility it is offering for us to build and showcase it to users, and benefits that users are getting from these features are high. I'm so glad to be able to use most of the recent features that NUX has offered.
But my favorite feature which we got is Anaplan Workflow and it is obvious. Because it has given an upper hand for the users to get to know their responsibilities in the process flow. I remember building a huge functionality just to provide approvals capabilities for the users in their business process time to time. It would've been much easier and efficient if I had this workflow feature there in Anaplan :D.
I would like to nominate @Pooja for her immense support in solving complex problem statements, sharing her views and helping me providing the better Output for the users.
Happy Planning :)
Thanks,
Puneeth HP
Re: Anaplan equivalent of the "Product" Function
Let's say you've got a line item called Factor and you want the summary to be PRODUCT. You need to create an intermediate line item called Logarithm with the formula
LN(Factor)and set its summary to Sum.
Now add another line item called Product with the formula
EXP(Logarithm)and set its summary to Formula.
This will multiply all the values in Factor and put the result in Product. I think this is the same approach that Jack recommended.
Planning for an impactful year: Community Bosses share their 2025 goals!
Whether you’re in recovery mode from the holidays or goal-setting mode for 2025, it’s time to start thinking about what you want to accomplish this year! To inspire you, five of our Community Bosses volunteered to share their plans for the year, what they hope to work on and achieve, and goals they are setting for themselves. Take a look, and let us know in the comments what goals you are setting for yourself!
Jared Dolich (@JaredDolich), Solution Architect at Stitch Fix
My 2025 goals will be to: 1) Inspire 10 certified modelers to become solution architects and beyond, 2) Start a Community challenge blog for the Anaplan Retail Group, and 3) call me crazy, but I'm going to invent a reliable method using Ruby on Rails to raise events inside of Anaplan so we can honestly claim Anaplan has on-demand processing (no batch processing). Who will join me? Let's go!
Javed Bhat (@bhatjaved), Solution Architect at Cervello
A few of my goals for 2025:
- Enhance Anaplan capabilities by utilizing advanced Anaplan features like PlanIQ, ADO, Management Reporting, and Workflow Automation.
- Drive innovation: Identify new use cases in our data analytics customer reach and add value where required.
- Build Anaplan expertise: Mentor others and expand certifications — Looking forward to Certified Master Anaplanner.
- Advocate for the Anaplan ecosystem: Promote Anaplan culture and collaborate more with the wider Community.
Miłosz Kierepka (@M.Kierepka), Senior EPM Consultant at Keyrus
As we head into 2025, I’m eager to take my Anaplan journey to new heights! As I am mostly focused on data integration, my main goal for the next year is to optimize some integrations using Anaplan Data Orchestrator. But "backend" is not everything — there is so much more that came this year to UX that even though I had some contact with the new features, I still need to experiment more. So, Hierarchy Chart and Workflow (which I am just implementing in a more complicated use case!) should allow me to streamline analysis and enhance the processes for more efficient decision-making. And my ultimate goal is to finally finish my Python Anaplan API library and publish a longer piece about it on Community. I can’t wait to see how Anaplan continues to evolve in 2025!
Kevin Cho (@kevin.cho), Anaplan Senior Team Lead FP&A at Atlassian
Throughout 2025, I want to focus my efforts in Anaplan across two areas — continuing to build out my team and provide them more opportunities to grow in their careers, and optimizing and bringing out new solutions to planning problems the business faces. The New Year provides a fresh opportunity for us to collaborate even more closely with our business partners, and continue to make a positive impact to their planning processes. With the new solutions, I want to take advantage of the platform enhancements that Anaplan have released to put us on the leading-edge, e.g. ADO to streamline our data integration processes.
Sammy Aglago (@saglago), Solution Architect at Anaplan
My goals for 2025 include:
- Ensuring best practices for successful innovative applications.
- In May 2024, I joined Anaplan working within the Supply Chain Applications Team. Not long after I begun using Anaplan, way back in 2015/16, I had this idea of making it possible to provision off-the-shelf pre-built applications alongside the very flexible build-it-yourself blank canvas offering. I am therefore very thrilled to see this idea flourish and to be part of its implementation.
- My goal therefore for 2025 is to continue to add to the amazing work being done by the Products Team in coming out with the most innovative applications and their successful implementation for customers.
Share your 2025 goals!
Shout-out to the above amazing Community Bosses for being forward-thinking and willing to share their initiatives for the year. What about you? Let us know what you hope to accomplish in the comments!