UX Designer

If you missed our Anaplan Community Experience event on User Experience Design Thinking, a recording is now available! Anaplan experts Andy Martin, Director, Platform Adoption Specialist, Seb McMillan, Sr. Platform Adoption Specialist​, Kat Owens, Sr. Manager, Product Research​, and Richard Halford, ​Principal Product…

Problem In Management Reporting, the number of columns in a Table card is fixed when the card is created. When a dynamic filter returns a different number of items (e.g. fiscal years depending on the selected Version), the card does not adapt: If the card was created with few columns, additional items (e.g. FY29) never…

I have designed a simple new UX Page (Page:A) so it can be viewed on a regular laptop / monitor size screen. This Page (Page A) is also viewable on the Anapaln mobile App (with no loading issues), but involves lots of scrolling to see the whole Page content I have been trying to design a simple mobile App friendly size…

Author: Alex Warrington is a Product Manager at Anaplan. Anaplan Disclosure Management now has a refreshed user interface. The DM Web App has been redesigned with a cleaner, simplified look aligned to the broader Anaplan platform, with updates to navigation, iconography, and visual consistency throughout the application.…

Hi everyone, couple questions here: I’m building an Actual vs. Budget P&L reporting model in Anaplan and would appreciate advice on the best structural approach. I’ve attached a screenshot of the desired layout. The report needs P&L items as rows, and the following as columns (line items): Actual Budget Variance $ Actual %…

Hi everyone, I'm working on recreating a P&L reporting model in Anaplan and would appreciate some guidance on the best way to structure the underlying modules. In my current setup, I have a Line Item Subset (LIS) containing P&L line items, which I am using in a reporting module to display Actual, Budget, and Variance side…

As an Anaplan user tasked with helping your teams better understand their data through your Anaplan UX dashboards, we want to hear more about what your end users tell you. What kinds of visualizations are they are asking you for, what do they struggle with in accessing and understanding your data, and how you resolve those…

Authors: Steve Prendergast is a Director, Product Management at Anaplan and Gareth Riley (@GarethR) is a Product Manager at Anaplan. Grids are where the real work happens in Anaplan. Using grids, a planner can drill into a region's forecast, where finance reviews headcount by cost center, where a demo suddenly needs "just…

This shows all comments across all data to all users with access to the UX page. This is not appropriate for any UX which might contain security access sensitive data. Comments on grids and cards ARE security dependent. That works fine. But anyone with access to the page can open this Summary Panel and see ALL comments…

Author: Marc Donegan is a Product Manager at Anaplan. Anaplan Workflow can be thought of an indispensable workhorse: numerous teams rely on it to turn a planning process into a series of steps someone can follow, approve, and trust. But a workflow is only as good as the experience of running it and building it. If…

When exporting a PDF - the name is always the name of the page as it appears in the app. It would be good if you could configure this so that it recognises the context of what you were exporting, but could supplement this with text. E.g. if you were exporting a board pack, you could select the context of "Europe" and…

I would like to reproduce the above stacked column graph in Anaplan, but can't get the labels on the bottom axis to appear in the same way. The best I have achieved is this (I have limited the data selection to make the issue more obvious). I have two columns for each month, but it doesn't show which is forecast and which…

I have a question about the new Expand or collapse grid rows option. Is it possible to publish a grid containing a 5-level hierarchy so that all items from levels 1 and 2 are always visible? And I do not want to use a filter for this.

Hello All, Is possible to Data label colours based on Legend? By default the Axis in ANPALAN steps up by 2.5K, how to manually adjust? Data labels for all legends is not displayed, possibly due to size, how to move the labels TIA

Hi Anaplaners, Can you give me an input on is it possible to achieve color based text similar to conditional formatting using the text card in the report dashboard of UX page.

Hello everyone, I recently joined the pre-sales team at one of Anaplan's partners. I am looking for downloadable UX page or dashboard templates that adhere to Anaplan's best practices, including pre-built layouts for FP&A and Supply Chain that we can leverage or install in our workspace as a reference. Thanks . Lilia

In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: As a model builder and end user, I want dropdown lists to dynamically filter based on selections in other fields, so that I can…

I passed my Level 2 Sprint 2 exam but I got 2 questions wrong that I really would like to know why I got them wrong. I went back and looked at the videos and articles suggested but I still got the questions wrong. Who do I go to in order to get clarification?

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…

Hello, As a representative of people working with Anaplan on a daily basis, I would like to add an option to select all search options for List Line item in the grid card. Our users often search for items based on a specific phase in the product description or product name etc. These items are added to the lists line item…

In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: The newly released Board Insights Panel is a great addition to the platform. It would be nice if as a page builder we could take…

Hi I have created a Form in the New UX which contains 2 list formatted line items - L1 and L2. The lists have a Parent-Child relation, so I have set the selection in Line Item 'L2' to be dependent upon the selection in Line Item 'L1'. This works well when we are making the selections in the module grid, but when we select…

In the NUX, line chart will not show data labels that are within 0.5% of each other or bar graphs that are within 3% of each other. This is a big issue for reporting purposes in the apps as it's hard to compare various KPIs and metrics to each other in the same period. This primary affects business/end users. We need a…

Hi All, I got Anaplan Access (Beta) then downloaded New UX Training Model v2 (I found link at Build Guide for Page Builders). But I can't find create an app button on the app page, if I'm doing something wrong or beta access do not include page builder access? Thanks, Sergey.

Hi, anaplan expert, our end users want to populate the report like my screen shot in below, there 2 hierarchy here, for example, P2 (Chocolates) and P3 (all items above Chocolates), now they want present P2 in gray color instead of white, so they can recognize different hierarchy in this report, is it possible to make it…

In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: Currently, each individual grid on a UI/UX page needs to be edited as follows to change the Background color of the row headers and…

Hi Community, In L3 User Story 2.4 requires the comments to be seen by others. Who should see the comments? That Country Sales Manager's ? and do we have to create a link or add an line item for comments associating with all accounts and then publish it do UX so end user can add comments along side of the accounts…

In the current Anaplan UX, there is no native heatmap visualization option within pages built on spoke models. Users must rely on conditional formatting in grids, which: Is limited in visual flexibility Is not intuitive for business users Does not scale well across multiple dimensions Requires manual setup in each module…

When the token request is near expiry, the user currently has no awareness of the impending disruptive page refresh. If there were to be a way of sending a notice to the user, preferably on the current page they are operating in, then they would be able to take recommended action to prompt recognition of activity in the…

Hello, Does anyone know any workaround or a solution to be able to enable the hierarchy filter in new ux when the brought forward option is selected in backend? I do not see the above hierarchy filter option if I enable the brought forward for a line item-