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Working with Anaplan’s New User Experience
In this comprehensive course, you will learn the basic procedures for using and building with Anaplan’s New User Experience (New UX). After an introduction to the New UX, you will select your role as an end user or a page builder and complete lessons relevant to your role. At the end of the course, learners can complete…
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Default Time Selected on a Dashboard
Hi, I am having trouble with the default time dimension across my dashboard being synced up. I know Anaplan says a best practice is to select your page selectors at the top of the page no matter what so you know everything is synced, but realistically some aren't going to do this no matter how many times you tell them.…
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Guidance for UX Performance Optmization
Hi All, We've had some issues with the UX performance and are in the process of trying to fix it. Our first step in fixing these performance issue will be to optimize our models formulas using best practices outlined in the Planual and community resources such as this excellent article on formula optimization. I'm curious…
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Data Discrepancies Between What's Displayed In App Page and Source Model Module
I recently ran into an issue where there were data differences between what was displayed in the app and what was displayed in the source model. The source model had the accurate data while we could not trace where the data in the app had come from. I checked the usual suspects to confirm I was looking at the same…
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Multiple Model Access in New UX: Report Page View - selection of Models in each Slide
I created a Report Page containing data from different models, e.g. Slide 1 contains data from Model 1, Slide 2 from Model 2. An issues is when I click to each slide, I need to re-select respective Model to view the data, i.e. if I am in Slide 1, I need to select Model 1 and Slide 2 displays the message below. Is there a…
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New UX - Sequence of Items in Page Selector
When a composite list is used as a page selector the entries are sequenced by their order in the list. We want to display only the detailed entries in alphabetical order. Is that possible in the new UX? For example, our business units are grouped by type. The Business Unit list has a parent, Business Unit Type. However, in…
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Dashboards - User Usage
Hi Colleagues, I've recently started doin a cleansing exercise in one of our models to remove old and redundant data (lists, modules, actions, dashboards, contents, etc), pretty much everything that we can think of. We don't use the new UX and pretty much all the navigation is done through open dashboard buttons rather…
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UX tables - Format / Justify text where hierarchy exists
Dear All, I expect the answer is a no, but I thought someone might have a tip or trick. I employ a lot of hierarchies and when this draws through to a table in UX I find the text of the rows to be staggered in line with those hierarchies. Is there some way to justify/re-align/format text in the rows of a table? Many of the…
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13.9.3 Activity Editing On function
Any reason as to why I am not allowed to turn the Editing function to ON?
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Page Selector in New UX
Is there an option to have a page selector on the top of the module/grid in new UX (same as in classic DB)? As of now, I can see an option of page selectors on the top right of the page and also at the bottom of the module/grid. Thanks
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Level 1 Lesson 13.11.2 - Create Price and Cost Growth Assumptions Page (Optional)
Hi I am trying to complete the above exercise. My graph is not correct because the X and Y axis is not set at 0. Instead it starts at 15K. I have looked at the chart options but am unable to figure out how to set the axis at 0. Would appreciate some help. Screenshot attached. Regards Thiru
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Module in Anaplan - data presentation
Hello, I have a 'Project list' to which multiple ARs can be assigned. The module has a dimension - project and one of the line items refers to the representation of the ARs assigned to those projects. I am wondering if it is possible to represent it in Anaplan in such a way: ProjectLine items - ARLine items - ValueProject…
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Time Filter Based on Versions
Hi Team, I have a scenario where I want to apply a filter on time (page selector) based on the Version which is also a page selector. I tried creating a time filter module and applied filter but it is not working. Example: If I select Forecast Version then the time page selector should show me FY21, FY22, FY23 If I select…
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Sync Module Scroll Bars on Dashboard
Hi team, Wondering whether there is a way to sync the movement of the vertical Module scroll bars on Dashboards. My current situation is where I am displaying data from different modules side by side where the same List is used on the rows. I want to only display the List once on the far left but obviously if either module…
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2.4.8 Create Detailed Demand Review
Hi Team, Having attempted to create the UX view as per the instructions in section 2.4.8 which I enclose, I'm unable to replicate the view with a filter on months that retains the weekly view. When pivoting time, I lose the weekly views and can only see the month's numbers, may I confirm how I can retain the weekly views…
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Time - Filtering
I need to filter the chart based on Time using Native Time Filter(Hierarchy Filter) In New UX . For This chart, I have published the view in UX having Time in Columns, Line Items as Rows and applied Hierarchy Filter of Time in Context Selector. The Problem here is when I select month using Time Selection , the chart is…
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New UX comments
Just started testing this new functionality https://help.anaplan.com/anapedia/Content/New_User_Experience/Use/Cards/Comment-on-a-card.htm How do you delete comments? And is there any way to tag people in comments like some of the screenshots show?
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Saved View with fixed filter on the NUX Page
Hello, I created a saved view from the source module on which I set a fixed filter. For example show value only for USD and only one version. When I connect with this view via Excel Add-In everything works, the value are show only to USD and one version BUT When I create a worksheet on the NUX page and apply this saved…
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How to access Page options as a page builder in designer mode
Hi, I am working on an app with lots of pages built by other people. I have no clue to which module/view are linked all the grids/charts/cards, etc. in the app. The model is huge with lots of modules inside. As you can see, on the top right there's no cog icon so I cannot access as page builder in designer mode. I already…
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About show history
Hi, I want to know that if End User could use show history. I know End Users can use history pivot in Worksheet. But they can use it in cell? ( R click )
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UX : How to apply filter to page selector.
Hi, I want to use filter to page selector. In classical DB, we can use filter to page selector. But in New UX, we can not use it. How to solve it?
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Bespoke Map Card Regions
Is there any way to create a map card using bespoke regions rather than the predefined lists e.g. UK counties? We work with our own definition of regions so each store is assigned to a region, however those regions don't align to counties. I'd like to be able to use a map card with our own definition of regions - is that…
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Notificate to several People
Hello, I want to use notification function and send a email to several person. We have to select Lineitem which has user List to use Notification function. But, User List can have only 1 item. Could you tell me a idea?
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NUX: Share a page with context
Hi, In the May 21 platform release memo it said that it is now possible to share a NUX page with context. So far I haven't been able to find any article on how it actually works. Can someone please shed some light on this? Thanks
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Use workflow in UX
Hi, I want to use Workflow in New UX. In New UX, We can not display "List" and chose the status. This restriction says that we should use DCA?
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Certification for New UX
Hi, I have completed "New UX training module" but didn't receive certification. Also not sure if there is certification available for this but as I have seen the badge for New UX in the community . Regards,
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13.10.2 Configure Worksheet Actions
Hi All, For activity 13.10.2 it is requested to click on the "Configure worksheet actions" button (See below) In my screen I cant seem to find it (See below) Does anybody know why? Thanks
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12.4.1 Activity - Create and Save Filters
Hi, In activity 12.4.1 for creating and saving filters, I have gotten this after following the instructions However, I still cant get the "Forecast Periods" icon at the top left of the chart. Can anybody help? Thanks
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Unable to find action button in my UX pages neither on Board or Worksheet
Hi All Anaplanners I'm unable to find action button in my UX pages neither on Board or Worksheet. If it is hands of Anaplan team, please do let me know, how can I get them added. As of now I'm unable to add apps in apps page also, which has become hindrance in my learnings through the Level 1 model building exercises.…
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Email Notification issue using Gmail Account via Anaplan App
Dear Expert, Good day! Would like to seek your inputs with regards to Email Notification issue using Gmail account via apps we got issue. But if we click directly the notify link in the module, Gmail msg box display. Last time, this Gmail setup already tested and working as we followed the steps below link but then when we…
