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Creating list members
What is the best practice for users list member creation. Say…. 200 users say they need to create 15 list members…. Is it best for…. Have them fillout 1 form per member. Add 1 member in dashboard at a time with "Create List Member" action. Do upload template where users can import 15 at once.
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Dynamic Filter on UX Page
Hello, I am trying to create a dynamic filter on one of my UX pages. I have a grid showing a breakdown of total compensation by cost center with the page selector on cost center. I then have another grid that breaks out total compensation by each individual employee. The source module for the employee breakdown is not…
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Excel Add-in for Anaplan
Hello, We have been planning to incorporate excel add-in for a finance use case, and would like to take experiences of others using excel add-in. More specifically, we would like to hear and learn how excel add-in is beneficial for your team (does excel add-in facilitated collaboration or improvements in managing Anaplan…
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Management Reporting - Page Selectors Level's or Summaries Hide
Hi All, We have one case where we want to hide levels of hierarchy and summary levels in the management reporting. But currently I am not able to hide in the management reporting app. For e.g. Suppose , Product list has two level of hierarchy i.e L1 & L2 . But we want to hide L1 in management reporting page. Anyone have…
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Workflow Notifications
Hello! I'm currently building out a workflow template using the new workflow feature. However, when I kickoff the workflow I receive about 10-15 emails. Is there a way to control the notifications that are sent to the end users? Thanks!
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Level 1 and 2 training
Hi All, I am new to Anaplan and have FP&A experience and i want to learn about model builder in anaplan. But i do not have Anaplan workspace access to practise the lessons. Yesterday Anaplan resumed their Talent builder program but to enroll in that program , you need to complete L 1, 2 and Anaplan way training. Need…
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Conditional navigation - April 30 Platform Release
Hi, I am struggling to understand in the Aprili 30 Platform release how Annika built her page with the contents to the side where she clicked on a contents item and the picture changed. I undertand how the conditional navigation works but not the initial setup with the table of contents. Could anyone help out how she did…
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Percentage comparison to previous year/month
Hello, i would like to have a comparision to a previous month or year on my KPI card. Is something like this possible?
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Is there a way to change the purple text color for inputs to be blue?
In the new UX, the text in input cells is purple. Is there a way to change this default to be blue?
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New UX Navigational Bug
This week, I noticed a bug when navigating the new UX. Previously you could click on the app to return to the App's table of contents. This week it would simply refresh the current page. Potential Fix: If this bug isn't able to be fixed maybe it makes sense adding a new Return symbol along the title actions(see screenshot…
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Page Builder Access
Hi, I’ve came across an issue where users don’t have a page builder access but still can create pages going into the App. Any idea how to restrict them from building pages and disabling the Create Page option. Thanks!
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NUX Filter
Hi Anaplan Folks, I have one question regarding NUX.. I have 2 Dimensioned Module (Employee and Time) Where employee in rows and time in column in NUX.. There is another module with same dimension which is used for creating filter Now I have to filter employee wrt time based on Boolean line item When I am trying to add…
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How to add a line item as a page selector
I have a list of brands which are owned brands and private label brands, for now they are in a single list. But now on my ux page I want to make a filter as only Owned brands and Private label brands. Like if I only want to see owned brands or only private label brands. I have created a list shown as below, I also linked…
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User Filter on Context Selector
Hi I have a page with a context selector on Region. I also have a module dimensioned by user and Region with a boolean for "Access". I want to apply this to filter the context selector to only show the regions I give access to for a particular user. I applied the filter to the context selector but when it shows as "Region:…
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How to hide Module's List elements in Board/Worksheet?
Dear Anaplanners, Is there a way to hide list elements in UX? I was able to do this previously by double-clicking on the column border, but it's no longer working. Thank you in advance 😊
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Links in page tasks in a workflow are not working
Hi all, I have a problem: in a workflow I use a page that contains links. Before when starting a task that takes you to that page you could navigate from those links. Now, the page is "static" and the links do not work when you are in the task page. Is something new? Can it be changed?
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I reorder to columns in the model but they don't display in the same order in the UX page
Hello Everybody , I hope you're well . I reorder my columns in the model but they doeson't change their order in the UX page ! Can someone please help me with this ? Thanks in advance.
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Filter Context
Does anyone know would drive filtering to require "Filter Context"? If I select a list item, it will cause problems if another user wants to select an alternate "Entity" in my example. It seems like you hard code the "Entity" by selecting something in the "Context Filter."
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Dynamic filter on a hierarchy
Hi, I built a dynamic filter on a dashboard so users can select multiple criteria. On the department filter, the end-user can only select the bottom level of the hierarchy and not a parent. This is because the filter is dimensioned by the lowest level of the department hierarchy. What's the solution to get around this…
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How do I add multiple filter selection to my UX page
Hello, I want to add a multiple filter selection to my existing module/UX page, currently i can only see forecast for 1 brand at a time, i want to have a multiple selection so i could see multiple brands forecast at the same time. How do I do that?