Dashboard

Redefining the default selector item on NUX
Hi, as of now the selector on the NUX pages is defaulting to the first list item of that dimension. This could be a particular material, but in general it would be more beneficial to see on a total level. I know that the app will remember what was selected, but it would be beneficial for the users being able to simply hit…
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…
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."
Filter / Drop Down Selection
Hey I´m trying to add a drop down selection to use as a filter on a grid I´m working on. The grid has data by client and each client has a zone as a atribiute, I wan to add the posibility to select a zone in the drop down selection and filter the clients based on the selected zone. Is this posible? I appriciate any help,…
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…
Show a "Used in NUX Pages" column on the New Modules View
In Anaplan Classic, in the old modules view, there is the column "Used in Dashboards" which informs of all classic dashboards using each module. This same concept is needed within the New Module View for New UX Pages, so that model builders can quickly identify all NUX Pages using a module. I know that the opposite is…
Module used in Pages.
we have option on pages section to check which module is used on what pages but its time consuming if we have more than 100 pages. It will be great if we can have options in module itself to check on which pages its used so that we can easily check and correct in pages.
Adding comments for individual cell in UX page
Hi All, Can we able to add comment on individual cell in Anaplan. For example: let's say I have added 62 and I want to enter some info about override forecast. If I have not able to enter the comments on single cell then how can I achieve this. One way is we can comment in the grid level even if I have added any comments…
Block / Disable create form action based on a line item
Hello. I want to know if it's possible to block/restrict the creation of an item ( via a FORM ) based on a line item. For example, if the total wallet = 0 then the user should not be able to add and create a new item. thank you
Cannot edit chart after publishing page
Hi, I have created a page in My Pages. I have a grid and a chart in it. However, once I have configured the chart for the first time, I cannot find the edit it anymore. The "pencil" symbol simply isn't there. Please help! As you can see, even in designer mode, the edit option is not there for the chart.
Not able to launch a process in UAT environnement
Hello you all. I have a problem, when I put a process on a dashboard, I can run it as long as I am on the Dev environnement. ( I have full access and am a Workspace administrator ). When I switch to UAT environnement, I cannot run the process anymore. Even more, I am able to run the 4 actions separated but not the process…
Make Dev and Prod models look different enough to distinguish at a glance
To make navigation and testing easier and to prevent accidental work in the wrong environment. Right now, there's generally just a drop down to switch between dev and prod. If Anaplan can make a major distinguishing marker between these environments, it would help the user to know where they are at all times either in the…
Data Write Action: Optional input on children items if summary item selected via context
In general, data write action is a great thing, but it would be even more helpful, if the option could be set to behave the following way: When in the page context, a summary item in a hierarchy is selected, that the data write action could also be performed on that level, writing the value in all child elements underneath…
Create an item using form with DCA on UX
Hello, This is my dashboard : When I check the "M?" boolean, the "Type de reconduction" become editable, because I used a DCA on it. The problem is, now that im using a DCA, I am no longer able to use the Create action button ( green one ), im getting the error "Failed to create item" : anyone has a solution for this ? I…
Export via a Report from App by API or similar tools
Hello, As discussion with support team, I have an idea for the export functionality from Report in an App. Anaplan's native function can be utilized to export a different report (when we change a filter for example) in PDF. Dose there has the method as API to retrieve all the 3 reports from your servers? It is not related…
DCA and Create (form) on UX
Hello, I have trouble with the creation of a new item in my module using Create form on the UX. I have the error " Failed to create item ". The line item that is in my module is ruled by a DCA, allowing it to be editable only when the "Modify?" boolean is checked by the end user. Do you have any idea on how can I manage to…
Modelling Ideas
Hi All, Is it possible it have a view like this in Anaplan? (Q1-Q4- Time range - how to fit in GAP in the same row). Revenue, GM, OPEX, EBIT will be line items and ASI,PMO,PPT will be list. Please give suggestions on how this can be implemented. Thanks in Advance.
Sample Dashboard Screenshots for Investment and Cost Management
Hi there, I am looking for sample screenshots of Dashboard reporting for ICT Investment and Cost Management. Appreciate if you can point the links and resources. Thanks!
Set up Aligned DCA and Selective Access Management
Author: Kay Kuang is a Certified Master Anaplanner and Principal Data and Insights Architect at Anaplan. On a list level, you can use two ways to manage the access: Dynamic Cell Access (DCA) and Selective Access. There are benefits and limitations for both approaches. I'd like to share an approach that could leverage the…
Maximize cards on Boards
It would be great if we could have a functionality when setting up boards, where the user is able to maximize a card by clicking on the title header instead of searching for the maximize icon on the right. This will enable us to display forms / tables in the "hide card preview" mode, which can be easily expanded when the…
NUX Dashboard Column Charts - Change default legend label "Series 1" when no value returned
The scenario is that we have created a stacked column chart which was synced with context selector or a filter that we added to the module. If the filter (or context selector) returned no value, an empty chart would be displayed with a default legend label “Series 1” on the dashboard. This default text displayed on the…
UX (board) : Grid - formatting by list levels
Hello, It would be great to be able to apply level formatting for hierarchical lists, as is already possible for lineitems summary and row and colunm headers. The idea would be to apply different formatting for data and item names for each level of a hierarchical list, which could be combined with the formatting already…
Button on Dashboard not working
The picture above highlights the problem, every time i use the button Add Sub-GL/Vendor Item, the chart to the right should update with the name, GL account, for each department. I tried to add a new vendor expense under admin finance and legal called "anaplan", the gl account i choose was called software/subscriptions.…
App Dashboard Exports
Hi Anaplan Community, I am wondering if there is a way to do a mass export of multiple exports and combine them all into one excel file with multiple sheets. It would be one sheet for each export, but they would all be in the same excel file. I am hoping I could publish this process button to my app dashboards. Thank you!…
Exporting all the URL's from assets
I have uploaded 200 images to the Assets section, and as the url does not use the image name! I therefore need to export all 200 URL's and then create a lookup. I can export 1 URL at a time, but 200 may take a while. Can i export all the URL's for the images anywhere?
Edit default column width in maximized view
The ability to edit and set the default column width in maximized view would improve the user experience immensely. Now users need to adjust column width every time they open a maximized view which is very inconvenient.
Enable Open Different Dashboard Depending on List Property in NUX
It would be great if the "Open Different Dashboard Depending on List Property" functionality is made available in NUX. This functionality is currently available in the Classic mode and is very useful in minimizing number of Open Dashboard actions on dashboard and improve usability by opening dashboards related to the…
NUX Drill-Down side panel: hide or fold the Formula section to end users
When we drill down from a grid, if there is an underlying formula included in the path, the corresponding level will also show a “formula card” in the side panel above data. Since this formula is irrelevant to end users which may cause confusion, it should not be visible to end users. So, proposing potential solutions that…
How I Built It: Dynamic month, quarter, and year filter
Hello Anaplanner Community! I’m excited to participate in the ‘How I Built It’ video series with a dynamic month, quarter, and year filter tutorial. This video will walk you through how a dashboard can dynamically update time on all tables and charts. This enables multiple users to have different filters enabled on the…
Actions Used in Pages
Currently we can find , In which Dashboard the Process and actions were published by referring "Used in Dashboards" column in Actions tab. Similar to that, we shall have "Used in Pages" column so that we can find in which Page(s), the given process or action was published.

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