Get to know the model experience as an end-user
Welcome to the updated Anaplan model experience! The Anaplan functionality you are used to, now with a modernized appearance and simplified navigation.
In February 2023, the updated model experience will become the default for all users.
When you access Anaplan your models from Home or the Models screen, the new look and feel will automatically apply. Nothing needs to be rebuilt, and there is no change to how you access your models.
What is the model experience?
You can interact with Anaplan in two ways:
- In the user experience, leveraging Apps and Pages
- Directly in the models, through modules and dashboards (you may have heard this called classic dashboards)
When we say the model experience, that is the second option. From the Anaplan Home screen, if you use the Models section to open dashboards, this is the model experience.
What is changing?
If you exclusively use the User Experience Apps and Pages for your reporting or planning activities, the updates to the model experience will not impact you.
But, if you access dashboards or modules using the Models section in Home (see above), you will benefit from these enhancements.
You will experience an updated look and feel and a streamlined navigation for faster access to the information you need in your models. Everything else will remain the same; the same content, the same dashboards or modules, and the same tab-based experience you rely on today.
See below for all the improvements to your Anaplan experience once these changes become the default.
The new look and feel is aligned with the Anaplan User Experience Apps and Pages to help create a unified experience no matter how you access your content.
The enhanced interface includes:
- New navigation header (also known as breadcrumb navigation)
- Updated contents panel (also known as model contents)
We’ve improved navigation within and between models, making it easier than ever to find what you need in Anaplan.
Model switching: dropdown
One of the most significant enhancements is the simplicity of switching between models.
You no longer have to navigate to Home or the Models screen.
Now, the dropdown in the navigation header allows you to switch between workspaces or models with one click.
Content panel: search
Quickly search for your available content using the Contents search. Start typing in the search bar to filter all available matching dashboards and modules (based on their names) within the section headers. This allows you to pinpoint the content you need.
Content panel: open all
Open all the dashboards within a section with the one-click “Open all” functionality. Another time-saver that speeds up your planning activities.
Content panel: open landing page
To quickly reopen your model landing page (the default tab for the model), click the always-available home icon in the content panel.
Content panel: expand/collapse
Within the Contents panel, expand or collapse all sections or individual sections, making navigating easier.
Clicking the arrows by the Contents header will expand or collapse all sections simultaneously. Or use the arrows next to each section header to expand or collapse a specific group.
The “Open all” functionality is still available even in the collapsed mode.
Dashboard toolbar: show/hide
The new Model Experience now uses an intuitive right-click on the dashboard tab to allow you to show or hide the dashboard toolbars.
Once you have made that selection, your preference will apply to all dashboards until you modify your choice.
Module: formula preview
A formula preview mode will be available if you have access to modules as well as dashboards. This allows you an easier way to view the logic behind the formula.
With these updates, you will gain the ability to direct link (also called deep linking) within the models, as you can already do in the Apps and Pages in the User Experience. The URL in your browser will include the reference to the tab displayed on your screen. Simply copy the URL to create the shareable link.
Just image all the possibilities:
- Share a specific dashboard with a colleague (as long as they have access) by pasting the link in an email (or messaging tool)
- Include the link to the dashboard in your planning or administration documentation
- Favorite a specific dashboard in your browser for easier access
- Direct your Anaplan development team to a particular dashboard for enhancement requests by sharing the link
What do I need to do?
Now that you know what it can do for you, what do you need to do to upgrade? Nothing!
Once this becomes the default model experience this Autumn, you will automatically enjoy the modernized appearance and improved navigation, with no action required.
Don’t want to wait? Learn how to enable the new model experience on Anapedia to get early access today.
Contributing author Anne-Julie Balsamo.