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Cards Filtering Other Cards
You will see two cards in the attached photo. Card 3 is departments for a company, and Card 4 are the capital request submissions for each department. My issue is that if i click on any project in card 4, it filters card 3. Basically, if say card 4 has project ABC that belongs to department "Queens Burger", which is part…
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what are the different ways of mapping data from modules to UX pages?
I have been running into issues with mapping data to UX pages. What are the other methods for mapping data?
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Fix filter selection for different roles
Hi folks, I have a filter that controls the data category (A or B) shows in dashboards (same model), and this filter could be accessed by Full Access users as well as other roles. However, I don't want the choice made by Full access users to affect others. For example, if a Full Access user change the filter from A to B, I…
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Next page button...
I want to add button in NUX pages so that users can easily go to the next or previous page without having to find it in the drop down. Can someone point me to how this can be done?
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Remove the blank space to the left of list items in a Grid View
Hello Fellow Anaplanners, Hope you are all doing great :) While building a dashboard I got struck on something, I am thinking is there a way to remove the blank space which is caused by the parent hierarchy and show the child items at the left. I though you might have tackled this before and help me on this. Thank you!…
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Good Questions to Ask During Discovery
Hi all - New Anaplanner here 😊 What are some good questions to ask during discovery with client? I.e. you're there on site with them and ready to delve into their processes and business - what do you ask? Or how do you approach the client? TY!
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Notification Button - Sender Confirmation
We have added a notification button on a dashboard for users to send when they have completed their work. We recently received a request to have the user be notified that they sent the notification. Currently the notification is set up with the email users that need notified and the user sending can not add their email to…
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Degradation of dependent dropdown on create forms?
Issue We can't select 'catogory' (Dependent on 'year') on Create Form anymore recently. Is there anything to do with updates in July? It worked fine until last month (July 2023) Does anyone have the same experience.
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How are you configuring workflow?
Hi Anaplanners - I am in search of process improvements to workflow. Who's willing to share their success with establishing workflow for approvals that encompass some derivative of: * required date field * required approve OR reject field * email notification submission * submission button Key considerations are: user…
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Default Time in NUX
In classic dashboards the time selector would always default to the current period. Can this be enabled in the NUX and if so how?
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How to enable the count function for KPI in an UX page?
I'm trying to enable my summary setting in a local KPI, the data is following from the module on the UX Page. The line item that I want to have the count function enabled is a list. I tried using a formula in the module to enable it but it has not been successful. What should I do?
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page design job
Can you kindly send me the page design job aid please.
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Values are disappearing.
I created a module and every time an end user makes an input the entire row disappears. Why is it doing this?
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New User Experience Training for End Users?
Does anyone know of any available training for end users that focuses solely on the NUX? Before we create our own I'd love to see what others have used with their end users to train them and give them an introduction to the NUX as they move away from classic. Thanks!
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L2 - Sprint 2 : Activity 2.3.11.3 Create Line Chart Saved View
Hi, 2.3.11.3 Create Line Chart Saved View In the Supply Chain model: Module: DEM03 Demand Forecast Saved View Name: Line Chart * Chart should show monthly Baseline Forecast and Initial Demand Forecast for two years. Please help to do this activity. In my DEM03 Demand Forecast module Initial Demand Forecast and Baseline…
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New UX "TIME" Page Selector Missing Periods
I have come across an issue in our Commissions app where the Time page selector will randomly start showing Quarters & FY only (see attached), when it should be showing all periods including months. There are no filters applied to the selector. I tried turning off the Time (Summaries) level on the selector (and clicked…
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Dynamic Time filter in the new ux
Hi, question please. I am trying to do a chart in the new ux and the time filter should be dynamic in the sense that if I choose Monthly - the chart should show monthly and if I choose in the filter the Quarterly, the chart should show quarterly figures in the chart and same with the Half year and Yearly. The time filter…
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Bug in UX when "Synchronize Scroll" is enabled
I have two grids, side by side where sync scrolling is enabled. When you scroll the left one, right one displays properly, but if you scroll the right one, last rows do not align. Example on the screenshot attached.
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Order list item action needs top level access
Hello, Since the last release (15th july) my users can no longer initiate order list action. It appears that it is necessary to have access to all the hierarchy to launch the action. Nevertheless each user can have differentiated rights. Is this a know issue ? Will this be fixed in the next release ? Regards,
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User doesnt see Source Module on Carts
How to set that a user can see the source modules on cards on a page? Some Users are able to click on a Source module: Some Users are not able to see the Soure module:
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Changing the order of line items
Hello Would it be possible to change the line items when building a table for a board in the NUX? Maybe somewhere on the select view page? In the meantime I suppose I have to reorder the line items in a saved view. Many thanks,
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Field Card drop down blank after selecting same value
In a New UX page, I have a field card with 2 drop-downs. BEFORE If I re-select the same value from a drop-down, then the value no longer displays. For example, if I go to the Forecast 2 drop-down and choose "UAT Forecast" from the selector again, then the field displays nothing per screenshot below. All the data on the…
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The Action is not working in new UX, but works fine in Classic Dashboard
The Action has two unmapped dimensions that the user has to select, but as shown in the screenshot 'Capture1 .Png', It will consider only one dimension for both the selections in NUX, hence the dimension does not get mapped resulting in error shown in screenshot 'Error 1.png'. But in the Classic Dashboard it shows both the…
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Context Selectors not syncing
These two cards aren't syncing properly. When selecting a line item the adjustment card doesn't change despite the sync being activated. What am I missing?
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Dependent list: The value entered is not valid
We built 2 dropdown selection fields in NUX. In this case, we have Division Selection (parent) and Business Unit Selection (child) in the page which gives users 2 levels of flexibility. Users are allowed to select one of the divisions from Division Selection and obtain the business units under the selected division when…
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How to move a report to another UX page within same workspace
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Hierarchy Filter on a Charts
Hello all, I have a plant hierarchy with Region > Location > Plants. On a Ux Board I have published the sales achieved at Region, Location and Plant level. However, I would like the user to be able to select a Region on the chart and be able to see associated locations and plants only. Similarly if the user selects a…
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Stack columns chart with version comparison
Hi all, Let's suppose I want to compare 2 versions of some metrics, on a chart. How can I obtain a chart as follows? It is important for me to stack the "values", since it shows me the total of all values. In Anaplan, when we nest axis, the labels for x axis only shows a replication of first dimension applied in columns,…
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Not Able to Move My Page
I'm trying to publish My Page to the App but I don't have the option "Convert to an app page". It's meant to be the first option (from other people's screenshots), but mine doesn't exist. Also, I am a Page Builder too. Any ideas? I've tried everything and searched every 3 dot button
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Unable to choose Months using Time Selectors in New UX
Hi all, I created and published a waterfall chart on an page. The source module is dimensioned by Months, and I did not choose to show/hide any of the time levels before publishing the chart. There are also no filters applied. When I use the time selector for the chart, the data shown in the chart does not align with my…
