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Hierarchy Filter Not Working on Saved View
Hello, I am having an issue where my hierarchy filter is working on one saved view, but not the other. This all refers to a hierarchy with 4 levels (L1, L2, L3, and L4). The following views are involved: * Module A: Dimensions: L3. Select levels to show: L3 * Module B: Dimensions: L4. Selected levels to show: L3 and L4 *…
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Adding background color to the columns
Hi Is there any way we can add background color to select few columns in a Module/Dashboard? We want to highlight the data in certain columns to the users. Thanks Regards Prabakaran
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Delete Branch New UX
Community, @Misbah I see the way to create list items using forms then reusing the create action. But is there also a more intuitive way to remove a list item? Only way I can see is to create a Boolean in the system module that marks for deletion, then run a process (that has the delete action in it). Then add the process…
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Edit list items in UX ( Boards/Worksheets)
Hi, is it possible to edit list items in Boards/Worksheets ? For example, I have added an item in a list by using a form but i made a mistake on the name of the element. How can I correct it?
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Highlighting Parent Rows of a List
You may wish to highlight the parent or total of a list when displaying data on a board or worksheet. Conditional formatting uses line items to set the criteria for the conditional formatting and it is not possible to specifically highlight a summary or parent list item directly. However, the following steps can be taken…
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Implementing Anaplan
I am new to Anaplan; we are in the process of implementing and have engaged a consulting firm to help us with the build. I am the CFO of a FinTech company and am excited about the move; I've seen the power of Anaplan, and I'm hoping the community can help answer a few questions for me: Question 1: What is the best way to…
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Tip - Publishing Model Documentation on a Dashboard
Hi guys, I would like to share with you a rather simple trick that will facilitate Anaplan users’ access to documentation within the model, contributing to increase the user satisfaction and early-adoption of the tool. Functionalities such the tooltips, text instructions, Line items with messages or conditional formatting…
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KPI Card - Sparkline in NUX
Hi, As per Anapedia, I should be able to add sparklines in NUX KPI cards. (Ref: https://help.anaplan.com/anapedia/Content/New_User_Experience/Build/Boards/Cards/KPI-cards/Add-a-sparkline-to-a-kpi-card.htm?_ga=2.83131935.821100742.1592740824-605168622.1586102450) I am trying to do the same with a Time Period dimensioned…
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Synced page selector not loading correctly in line chart
I have a classic dashboard built to display KPI data with two line charts, both based off of the same module dimensioned by month, KPI metric, and Project. Most of the projects don't yet have KPI data entered, so the data is heavily filtered to check for non-zero budgeted values. Both graphs have time on the x axis. One…
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PLANNING ∟ DASHBOARD ∟COLUMN NAME ∟ CHANGE COLUMN NAME
Hello. Dear Anaplan team. I am still new here. Got a task, to change the name of the column in a grid in a dashboard. Anybody who can help? Thank you. Yours sincerely. Martin.
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Show Upper members of hierarchy as read only/greyed out
Hi All, Is there any way we can make the upper members of a hierarchy as read only/greyed out when we publish the lowest member as the page selector on the Dashboard in the New/Old UI. Example - I have a hierarchy as P1->P2->P3. When I publish the list P3 as a page selector on the dashboard, is it possible that i can make…
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Sort Page Selector on Dashboard
Hello Everyone, Is there any way we can sort the page selector on dashboard in ascending/descending order having 3 levels of hierarchy in the both old and new UI/UX? Example I have a hierarchy as L1->L2->L3 So if i apply a sort it should be applied in all the three levels and reflect on page selector published on…
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Grid Actions Working on Some Occasions and Getting Greyed Out on Some Occasions in NUX
I have created a form action to add items in a numbered list and have published that as a grid Action in the NUX. I have provided the necessary access and permissions to a particular role and have tested the functionality in the Old UX and it is working. I have also given page access to the role in the New UX. But when…
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DigitalCPX 2020: Expert Advice: Make the Most of the UX with Andy Martin
Intrigued by the UX? Looking for a practical example of transition from Classic? In this session, start from your existing Classic Dashboards and learn how to enhance and augment your experience with the UX. https://www.youtube.com/watch?v=V7p--YTxnZA We will focus on enhancing the Classic experience with UX-only features.…
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Change color of total in a column chart for New UX
Hi, Is there a way I can change the default color of my total value in my UX Column bar chart? Please see attached picture, TOTAL is not included in my list of Series. Thanks in advance for helping, Tom
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New to Anaplan
Hi, I'm new to Anaplan and wanted to learn it. Please provide me some information on where to start. Is it Level 1?
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Waterfall chart 1 litem using different versions as starting point and increase/decrease
Hi Can anyone advise if the below is possible to do with waterfall? Taking Forecast total figure & clusters variance to end up to the Total Actuals So as an example sales: Total forecast: 100 Europe -10 Asia +40 US -20 Total actual: 110 I have actuals and variance to forecast as versions in Anaplan & sales is a line item.…
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Anaplan new UX - Can not find Form Designer
Hello community, I am trying to create a form in the New UX but I can not find the Form Designer. When I create a Worksheet the '+' symbol is greyed out with the message: 'You don't have permission to add items'. Can somebody help? Kind regards, Jim Verhagen
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Sprint 3 - Stock Exceptions Review - having trouble getting time as context selector
I'm having trouble getting time as context selector in the new UX. Do I need to create a new time module?
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UX Page - Charts
Hi I have created this UX page as Board design according to the instructions given in the lesson 13.11.2 Activity: Create price and Cost growth assumptions page. The lesson says combination chart but I ended up with this view. Would appreciate some help. I would like some help. Regards Thiru
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How to hide line items column from the view on dashboard?
Hello, I need to post this view on the dashboard: And I have this view: This is my blueprint view:
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Volume Inputs and Price Book
Hi I am in level 1 module 13.6.6. While formatting the UX page for margin summary charts I observed the margin summary shows as 0 for Head Office. So I went back and checked all my imports. I observed in the price book there is no price given for Head Office for products. Code H0001. But in the Volume inputs there are…
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NEW UX- BOARD QUESTION
Hi, question please. Would like to ask on why I cannot see the numbers when I open the phone app view while in web I can see the values? I publish KPI and used line item view. PHONE APP VIEW: WEB VIEW:
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New UX view
Hi, question. I tried to published the module in the new ux app. I used a saved view wherein the first column(highlighted in yellow) is a line item which replicates the account name (revenue, doe, etc.) on my dimension (List), this is for presentation purposes only because of hierarchies. When I tried to look at this in…
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New UX: Can Context Selectors Drive Parent Choices in Form Created List Members
Hi everyone, I have a very specific new UX question around context selectors and their impacts on the UX. I've created a list hierarchy with a numbered list at the bottom. This numbered list represents something not unlike transactions. I've created a form in the new UX to allow for creation of these new transactions, with…
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How to install APPs
Hi I'm Yugo. I want to use new UX, Apps. Q1: By using Apps, we can use Anaplan in Application? Now, I use Anaplan in cloud. and how to install Apps? I think I will install it in this site. But I cannot reach it. Q2: How to use Apps. I tried to use Apps in cloud. But i can not use it because the liscence is not provided. If…
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Why some users in model has limited access
Why some users in the model has limited access to UX like Example "Convert Personal Page to App" is Not Available
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Action rename
HI Team, I am beginner to Anaplan. Can you please help me out how to rename existing action name. I have created new process and need to add existing action (in different name) . How can i rename these actions. Thanks Jerin
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NUX - Text box
Hi, I'm in the NUX and would like to insert a text box where users can enter some wording around process etc. However, in the NUX, it only seems like it will show the first line? is there a way to show more than the first line? I can see if I hover over the text, the rest of it appears, but is there a way to actually show…