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NUX (User Experience) Worksheet filters -- PLEASE include "ANY" filter
This request was initially posted in October 2020 in the following post: Worksheet Filter AND / OR logic — Anaplan Community It's only received 16 upvotes and I'm posting this here to bring attention to this major gap between the filtering options in Classic Dashboards vs. the NUX Dashboards. As shown below, classic…
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Being able to show/hide columns on the face of a board/sheet
Despite enabling end users to do their own boards/sheets - would be great if it was quicker for them to do right-click show/hide like you can on the design section (and could do in the *cough* classic pages. I know that you can also use the show/hide icon and/or a filter module but for that quick view would be something…
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Add back the 'Used in Dashboards' reference for Modules (with NUX)
With the NUX in place and being the standard for dashboarding, it would be good to have the ‘Used in Dashboard’ reference working again within the Model. This would be good for the transparency/auditibility of the model, for all users. With the Classic UX, it was easy to see when a Module was used in any of the Dashboards.…
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Update Time range in dropdown to start from FY10 instead of FY15
Hello All, I have a "Time Range Question". I have a Schedule below that in the dropdown starts with FY15, but we need it adjusted to start with FY10. Would anyone know how I should go about making that change. Sidenote: In the 2nd screenshot below, our partners included a time range in order to increase the years through…
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UX - Better Color Coding / Formatting
In the NEW UX we recently saw Format & Style modification modifications capacity. Its a great tools for Reporting nevertheless we could enhance the fonctionnality 1) Possibility to select specific line items to applies Format & Style 2) Possibility on Non Productive List to applies Format & Style to specific element. 3) It…
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Email notification using "Module data"
The implementation of dashboard actions, such as the email notifications has been a great addition. There are two options when using this, "Module Data" and "Specific people". The former is great, as it allows you to connect dimensionality with user, while the second one allows you to select multiple Users. Nevertheless,…
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Are there ways to hide certain line items when end user click drill to transaction?
Hi, I have a query related to drill to transaction. any input will be helpful. I have classic end user dashboard which has information related to employee. Dashboard only contains certain line items from module. but,when end user click on drill to transaction, it went to module and display all line item. I wonder is it…
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Conditional Formatting Update - Applicable to Text shown
Similar to how conditional formatting works within Excel and an enhancement to the functionality within both boards, reports to be able to alter the font colour along with the border/background colour. Having this would allow reporting to be taken on a level.
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Planning Gross Margin % and other Ratio metrics at levels above the bottom level
Pretty much everyone would agree that Gross Margin % (GM%) is a REALLY important metric when planning your business. It’s a key performance indicator for healthy past performance, and a key driver for future investment decisions and performance management. Employees are frequently bonused on revenue and margin goals – so…
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Can you link to a specific record on a new UX page
I have a list of projects and i have a line item that is a link to the project page, but would like to go to the specific project they are clicking on. The html for the page is the same no matter what the item, but can you add a tag to the html at all, like you can in other apps?
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Enhance "Users can edit list items" option
It would be useful if page builders had more granular control over the “Users can edit list items” option on worksheet pages (shown below). Specifically, if page builders can have individual toggles for each action listed. RenameInsertDeleteChange parent To make page building easier, the default option could be enabled for…
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Widen the selectors at the top of dashboards to fit the widest item
Hi, We have long descriptions for our cust - bvsfku list and this is neccesary, but when we have a selector it is not wide enough and needs to be scrolled, whcih is not ideal. Could we have a wider selector or one that fits the widest items in the selection? Our issue is the last 3 letters are important but we cannnot see…
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Separator Lines on the UX grids
It would be nice to able to add separator lines between sections within a grid. For example, if I have nested grid, it becomes difficult to identify the separations. We could add separator lines in the module as line items, so that they can be used in the UX. These would be set as “No Data” by default and cannot be…
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LIS INDENTION
Hi Team, Is there a way to fix the LIS Indention of those identified as Parents, other than unticking the parent button in the source module, please? Please see screenshot for the sample indention being mentioned. Appreciate your assistance. Thank you, Elaine
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Bulk Copy Action
I am aware that I can add Bulk Copy as an action via Action in Model Settings Bar however to set this up I have to select the target and source version/list member. Is there any way to set this up so that I can select the target and/or source when the action is being run?
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Issues with time selector for NUX dashboard
Hi, I can't figure out why the time selector keeps snapping to FY23 when I toggle on "sync on selection" and "sync with page" on card. I've gone through all other cards on my page and switched them all to FY24. Some will stay on FY24, others will revert to FY23 once I toggle on the sync selection options.
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Selective Access Issue : No access ERROR even when there are items being granted access to.
Hello I am struggling with an issue of regarding selective access. So there is hierarchy Region O1, Countries O2, Entities O3. Selective access is enabled for this hierarchy. There are two dashboards. D1 with view Line items in rows and time in columns and O3 in page selectors. D2 with view O3 in rows and Line items in…
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Hide Column Headings for Grid Cards on Board Pages
Would be great to be able to hide column headings on board pages - sometimes need to have two tables that have the same line items / time periods but I don't want to waste page space on duplicating them. Or the very least be able to "shrink" the top row like you can for columns.
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Display ad Filter on Gantt chart
Hi, I am trying to create a gantt chart to track the progress on the staffing of position within a workforce planning model. I have create a module with a start and an end date. The module only has Position dimension. Issue #1 (picture 1): The graph does not display well. We can see yeas and number 1 to 9 (which I have no…
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How to apply Conditional Formatting on multiple line items using one rule
I found this cool hack to apply similar conditional formatting to multiple line items by using just one rule! Generally, we need to make a line item for each conditional formatting or add one rule each line item which gets very tedious when there are more than 20, 30 of them. Here’s a simple yet effective hack to make this…
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New UX Import Dashboard Feature - Enable/Disable Pivot Default
Hello, My team and I are in the process of migrating hundreds of classic UX dashboards to the New UX. I've noticed that while using the "Import Dashboard" feature, the dashboard that is imported to the New UX does not factor in the existing pivot setting that was set in the classic UX, and instead defaults to disabling the…
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Calls Anaplanners France S3E1 - Sept 2022 - Part 1
Dihya et Richard ont lancé la saison 3 brillamment. Ils nous ont emmené à la découverte (redécouverte pour certains) des différents lieux où se cachent les trésors d’innovation mis en circulation sur ces douze derniers mois. Nous nous sommes ainsi enrichis de nouvelles connaissances nous permettant d’adapter et/ou…
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Call Anaplanners France-S2E2-Part 2-Oct 2021
Dans ce call du mois d'Oct 2021, Richard Saint-Julien (Avant-vente Anaplan) partage des bonnes pratiques pour réussir une Expérience Utilisateur, et poursuit la découverte de Management Reporting. La vidéo et le support en pièces jointes.
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Dashboard Design (350)
Overview This class’ intention is to focus on the process of conceptualizing and designing dashboards that are relevant and useable for the end user. Dashboards provide the needed focus on the output of the model, which is important for good model design. You will find this class useful if you want to understand how to…
