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How are you configuring workflow?
Hi Anaplanners - I am in search of process improvements to workflow. Who's willing to share their success with establishing workflow for approvals that encompass some derivative of: * required date field * required approve OR reject field * email notification submission * submission button Key considerations are: user…
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Tracking import date
Hello, I'm having a little difficulty with something in Anaplan. I want to set up a system (module) where every time the end user try to import a new file in a page, we can note down the date it happened. We have different files, and I'd like to keep track of the last date data was brought in for each file separately. i…
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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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Data Display in a UX page
Hello everyone, I have a table displayed on a UX page (a worksheet) containing multiple line items in the columns and a list of months also as a column (where each month is a child of a quarter, which is a child of a year). I need to address two challenges: Filtering Data by Months or Quarters: I aim to enable users to…
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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…
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Tell us what your teammates need from your dashboards
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…
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Filter by table
Hello, I hope you're all doing well. I'm seeking guidance on implementing a filtering mechanism for a table on a UX page. I have a table containing multiple parameters. My objective is to enable filtering such that whenever I modify a parameter in the first table, all subsequent tables are filtered based on the selected…
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Percentage Format issue on UX page
Description: I have a module with PV(dimension) Filters as dimension and I am displaying the Value line item on UX which is same as the Module dimension. But the Value line item is getting the data from other line item Actual vs Scenario 1 % which has ss_Actual vs Scenario 1% (dimension) - Which is a subset of PV filters…
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Role specific landing page in NUX
Hi, In NUX, is it possible to assign a landing page specific to role. So when the end user log-in - they will directly start in that specific page? Br Bjorn
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DISTINGUISH THE OLD AND NEW UX
Would be glad knowing the core and crucial similarities and differences b/w the old and new user UX from the gained Anaplaners.
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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.
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Changing text direction of x-axis labels in graphs in UX
Hi all, I am wondering how I can change the text direction of the x-axis labels in my graphs. I created two graphs which I published next to each other on a dashboard, they have the same x-axis labels legend and settings, but for some reason, in the left chart the text direction is horizontal and in the right graph the…
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configurable text direction for axis labels in graphs
Hi all, I would like to have the option to choose the text direction of the labels in a graph. currently I have two identical graphs, one for PTD and one for YTD, with same space allocated to them, but the one graph has horizontal axis labels whilst the other has sloping horizontal axis labels, which is bad for readability…
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Sorting group options - New UX
Did we lose the group sorting option (before/after/start/end) in the new UX [screenshots below] Anyone using any workaround? Classic UX: NEW UX:
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Drive dimension selectors from undimensioned module
Hi, Is there a way to drive dimension selectors from a module that has no dimensionality? I have 2 modules: Select Dimensions no dimensionality, just line items that are formatted by dimensions entity and department, etc Income Statement dimensioned by entity and department. End-users would like to make entity and dept…
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Query on Efficient List Creation Method
I'm seeking advice on the quickest method for creating lists in Anaplan: using the UX Page "Form action" or the backend Actions for Creating List Item. Which approach is more efficient?
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Clickable Image Links
We would like to put an image on the UX dashboard, which can be clicked on to navigate to a specific link. Is this possible to do?
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How to set automatic refresh when filter is updated to new value
Hi All, As I was building the UX Pages and came across on roadblock wherein each time when I change country and segment in field card I had to refresh the page again to get new country and segment values. Please requesting for inputs on how to set automatic refresh when I change the filter to new country and segment Below…
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User Dimension not Syncing on NUX Board
We are using users as a dimension to define custom Boolean enabled filters. In Classic UX, the user syncs to the user of the model and it all works fine. When publishing the same views to a Board in the NUX, the user does not sync, it remains on the user that the view was on when published regardless if "sync to page" is…
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Dependent Dropdown Issue
Hi, I have built a dependent dropdown but its not functioning properly. I have a hierarchy which follows the certain order: Entity>Segment>Product Below is my segment hierarchy Below are my line items which are list formatted When I am selecting the top level of Entity, my segment dropdown is showing entity list and on…
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Adding instructions to Line items
Hi Community, Curios to learn on how to add instructions to line items of module on UX Page. Kindly requesting for your inputs on how to setup on UX. Please refer to below screenshot for more information
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REQUEST: Better handling of Top Context placement
It would be nice if the gap were the same, in either placement situation. The one on the left ( bottom placement) is the preferable one.
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REQUEST: better handling of the Link to a page option with Link style of “None” on Text Cards.
Currently the PB is able to set a Link style of “None” on Text Cards when setting a Link to a Page selection . But it just doesn’t “work.” IT will save. But the User isn't able to navigate with the Text card as the link isn't available. I request that this scenario be handled in the same way it is for an Image Card.
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REQUEST: better control over resetting column widths
Allow the PB to right-click on a Column in a Grid card and then select Reset width for just that column. Currently, if the PB wants only one column to resume auto-sizing, they have to click Reset widths for all Columns, losing any other column widths currently assigned.
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Tips on role communication and building Anaplan models
Author: Chad Frantz is a Certified Master Anaplanner and Senior Consultant at Lionpoint Group. It can be tempting when developing a new model in Anaplan to jump right into the technical aspects and start building to get all the benefits as quickly as possible. But one aspect of optimizing the modeling experience that can…
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Actual to Forecast Line Chart Format
Hi Guys, Looking to create a simple line chart where I can view actuals in one colour followed by other versions in a separate colour. I would like to see actuals transition into forecast / budget starting from where actuals end and continuing into future time periods. This should be a simple formatting issue but I am…
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UX Page action button and Grid Data
Hello community, I have been working on creation of the group wherein employees roll up to a particular super group below are the 2 Screenshot in detail. Current Process: Below is when enter all the details and click on action called "Create Super Group" the new employee with its Super Group code is added to the below Grid…
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UX Page cells data alignment
Hi all, I have published a Grid card on the UX page and I want the cell data to be centered in alignment as you can see in below image it is towards right corner and really want to know where to explore on these alignment options. Below is the screenshot of the grid card As I understand this is a basic function however,…
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Level 2 Sprint 3 3.4.4 Activity: Create Stock Exceptions Review UX Page - SKU Product detail
While Creating UX page as per instruction I have problem with 3rd view How Can I get Stock exeption at product SKU level , where as my module has Product Family ? My Module is
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Looking for AppHub users to participate in a user research study
Anaplan's User Experience Research team is looking for model builders with experience using the App Hub to participate in an upcoming research study. In this study, you will discuss your experiences with App Hub and Partner Based Solutions. This study will take place between February 7th and February 11th, and the sessions…