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Anaplan Live! is Jun 21-23 in San Jose
Anaplan Live! will be held in person Jun 21-23 in San Jose. See https://www.anaplan.com/live/ for details. Will you be there? What are you looking forward to most?
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[New UX] How to change a picture card depending on user's selecting a list
Hi all, I saw a demonstration of Anaplan and wonder how to change a picture card depending on user's selecting a list on NewUX dashboard. First, I can see "審査" here (which means "under investigation"), next a client's supervisor changes the list from "審査" to "差戻" (which means "cancelled"), then the dashboard displays "差戻".…
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Action buttons automatically running now?
As of today, I noticed that action buttons run automatically in the New UX even for workspace admins. Why was this changed? It used to ask users to confirm running the action before it triggered. Seems like an unnecessary change by Anaplan's front-end development team, which introduces the risk of someone accidentally…
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New UX Page Selector - Default Time
Hi all, I currently have a number of new UX pages with time as a page selector so that end users have the ability to view current and prior periods. I'm having issues where when a user opens up the page they are seeing Dec'21 first, when they should really be seeing Mar'22. Does anyone have a way set the default? Thanks,…
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how i can login to anaplan workspace
how i can login to anaplan workspace
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Grid & Row Formatting
Hi, I'm trying to format a module to make it more user friendly and am running into a few issues (see below). 1) I'd like to have an alternating row background, but for some reason I can't update the module grid settings. In Anapedia, it says the following: Change an individual grid style The default style for a grid on a…
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Ventured into Management Reporting yet?
If you have already embarked on your Management Reporting journey, or are thinking of doing so, we would love to hear from you. * What are your use cases? * Are you transitioning from Classic or deploying brand new cases? * What reaction are you getting from people? Please share your experiences, the challenges and…
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ALM Capability in a Dashboard
Hello All, Can we have ALM capability / Button on a Dashboard . We are looking for specific features to be built on a dashboard 1) ALM Button on a dashboard 2) Restrict few WSA users to do ALM Thanks in Advance!
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Apps related to unarchived models
I have recently needed to archive models to free up space. I did this thinking that when I unarchived a model I would be able to still access it through the associated App. It appears that this does not work and a lot of my team have now lost access to their training Apps permanently. I may be doing something wrong. Could…
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How to publish a delete from list using selection action to NUX?
Hello, I am transitioning some classic dashboards to NUX. I am having trouble getting a 'delete from list using selection' action to come up under my available actions in my UX card configuration. Is this because I need to include it as part of a process for it to come up? Or is there another way I can include this action…
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Level 2 3.2.11.2 "Filter to show months only" - in a saved view
Hi all, I am working on Level 2 3.2.11.2 which is: And I am stuck on the last bullet point "Filter to show months only". My original SYS00 looks like this: And I made the saved view as per instruction like this: The final produce at stage 3.3.12 to look like this: Where the first grid to come from the saved view. I assumed…
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Waterfall chart using numbered list
Hi, How to put total in my waterfall chart using a numbered list in NUX? Thanks in advance for helping. Tom
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Do you use My Pages?
Hoping to get some feedback from this amazing community! I have been reading lately about My Pages. If you're not familiar with this feature, here are some links with more information: * [Video] New UX: My Pages Overview [5 min] * [Anapedia] My Pages for End Users * [Anapedia] My Pages for Page Builders My questions to the…
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2.4.7.1 Create Demand Forecast Grid UX saved view
Hello, I really need some help for this step. I completed to first conditional formatting rule set up for Final Forecast line, but I have no idea how to set up the for Initial demand Forecast. In case, I attached example from training and how I set up and result that came out. Please help me with this. Thank you
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NEWUX: Dynamic Time Period Filter based off Line Item Selected
I am building a chart where users can select a line item as a selector on the chart and the values will display over time. However there a many time periods currently showing for certain line items with no data. I would like a way to dynamically filter to show periods from the first period containing a non zero value to…
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Survey Invitation: BPM Pulse Research
From time to time, and as you well know, the analyst community will approach us for customer insights to inform industry-specific research. Today, we'd like to point you, our trusted power users, to the 2022 BPM Pulse survey. Your input will help to influence BPM Partners' annual Vendor Landscape Matrix for business…
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From classic to UX. How did you transition?
Hi Everyone, If you moved from classic to UX, what was your approach? Did you import an existing dashboard and make revisions, or did you start a new page from scratch? Share your story, and your tips for others who are making this migration.
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How to disable the checkbox
Hi, I am trying to disable checkbox in an app. I have 3 actions, data load, data clear and data approve. Once user selects approve then other two actions has to disable. Please suggest me in this. Thanks, Maithri.
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13.6.5 Activity: Add Column Chart to Margin Summary Page
Hello! I have the problem - i filtered the data with the rules given (forecasted months only), but i can't get the view needed The picture is below what i have What i need Also i notice that my view in the grid chart is also not correct - but when i changed it does not give me the chance to save with the same name What is…
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How does design fit into your role?
Hi everyone! We'd love to hear more about you all and what you do. Are you a dedicated UX Designer? Or do you also build and contribute to models? Tell us all about how designing pages fits into your role. Joanna
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Tell us what your teammates need from your dashboards
As an Anaplan user tasked with helping your teams better understand their data through your Anaplan UX dashboards, we want to hear more about what your end users tell you. What kinds of visualizations are they are asking you for, what do they struggle with in accessing and understanding your data, and how you resolve those…
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What are the limitations of the Notify Actions (Static & Dynamic Recipient setup)?
Hello, Anaplan community! I'm curious to know, what have you identified as a limitation or constraint of the Notify Action?
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UX for Mobile
Hi Everyone, Is your organization using the UX on mobile? Share with us how it's going, the impact it has made, and how you design specifically for mobile. Thanks, Danielle
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Display filtered items on new UX without show/hide functionality
Hi everyone, Is there a way to showcase the filtered items for a grid on the new UX without using show/hide functionality of the dashboard? When I'm creating a saved view to display only a few items in a dimension and positioning that dimension in the page selector on the new UX, the view automatically displays all of the…
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NUX Card Templates Disappeared
Hi, did anyone else's NUX card templates disappear? I logged on this morning & noticed all of them were no longer saved. [edit] do the card templates get removed if you change source models for your pages/boards? Thanks! Jack
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Upcoming Product Webinar: Plan for Change
I'm excited for the upcoming Q1 Product Webinar occurring tomorrow, April 7th at 8 AM PT/11 AM ET! This webinar will be featuring Certified Master Anaplanner, Andrew Tye, and will include highlights of the newest Anaplan products and features, with a specific focus this quarter on the New Modeling Experience, Integrations,…
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Sharing UX Pro Tips
Welcome to all the new members in this group! We're glad you're here. Let's start the week off right by sharing some UX pro tips. What is one important tip you've learning along the way?
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The ability to show multiple views
Hi, I have a module that has 40+ line items (columns) and i have saved a dozen views that show different columns depending on what you are interested in looking at. However this means i need 12 grids or 12 dashboards. This is because you cannot refresh to a different view as far as i am aware. Are there any plans to be…
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Sorting lost in New UX with pivot
Hello all, I have an use case, where I have built a screen with nested dimensions i.e., multiple lists as dimension in rows. When I have more than one dimension in rows, I loose the sorting functionality available on new UX. But the users need to have this these lists as rows only and we need the sorting as well. Do we…
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Highlights from yesterday's event
📣 If you attended yesterday's UX Designer-focused event, we'd love to hear from you!📣 What did you like? What more do you want to hear about in the future? Were there any key takeaways you'd like to call out? We're dedicated to making your UX experience excellent, so please share your thoughts here!