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Management Reporting Demonstration
Sarah Roberts shares how she has implemented Management Reporting in her role at the City of Tallahassee's Office of Resource Management. https://www.youtube.com/watch?v=7CkhjMexa2w
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The art of the possible: Predictive profitability
Achieving and maintaining predictive profitability is a common strategic imperative. Anaplan can help organizations with this strategic imperative more effectively manage and optimize their margins. Doing this effectively crosses finance, sales, supply chain, and marketing. Anaplan allows each part of the business to…
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Filter multiple dimensions as rows
Hi team, Im working on a rolling forecast module and have the following dimensions Versions (page), Time (columns) and Cost Centre, Gl and line items as rows. one of the line items is an input called temporary variance and a requirements is that across all time that the temporary variance sums to 0. My problem is, I cannot…
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New UX vs. Classic Dashboards
Hi Anaplanners, In my client I am noticing the Time to open/load a page is much longer verses opening a dashboard in the classic view. If anyone have experienced the same and knows the workaround to speed up the New UX app, can you suggest the solution. Thanks, Shivankur
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Chris Mullen New UX Demonstration
For those of you that missed @ChrisMullen demonstration of the new UX you can watch it here. He'll take you through a quick page build by using the L1 model. Super easy - great video - Love @ChrisMullen's style. Highly recommend it.
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Can't submit another request
A user that has workspace admin access submitted a few requests and then Anaplan no longer allowed them to submit another request. This user still has full access as a workspace admin and no DCA has been activated for them. Any suggestions?
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Line Chart Showing Monthly Values for Fiscal Year Lines
I need to create a line chart showing the monthly values for each of several fiscal years as a line chart. The user wants to be able to see lines comparing each month in each fiscal year. For example, on the X-axis would be each month in the fiscal year, January to December, and on the Y-axis would be each fiscal year,…
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How to hide line items in UX avoiding repetitive hide UX command
Hi all, I am facing an issue I'm pretty sure many of you already have dealt with. The columns Cost Center, Responsible, Employee Name, Labor Cost are line items. I wish I could show the cost center, responsible, employee name, labor cost line items only for the first project (1-Av-Bc - Argus V1); in short, I need to go…
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Line Item Subset Filter not working in New UX?
Hi All: I am attempting to filter in the NewUX by way of a line item subset. Goal is to hide line items based upon the selection of the user. In the traditional UX I can apply the filter without issue. When I go to apply the filter to my grid in the worksheet (NewUX), it does not allow me to select the line item I wish to…
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Stacked Column Chart
Does the new UX support stacked column chart? I don't see it as an option under the list of charts. Thanks.
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Cards Filtering Other Cards
You will see two cards in the attached photo. Card 3 is departments for a company, and Card 4 are the capital request submissions for each department. My issue is that if i click on any project in card 4, it filters card 3. Basically, if say card 4 has project ABC that belongs to department "Queens Burger", which is part…
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Quickly duplicate cards on page without having to save them as template
Currently we only have a option to save card as template which is great. But there are many instances where I just need to duplicate a card/grid/etc and not need it saved as a template. Its cumbersome to have to either resetup the grid with specification or to create a template then use and delete it. Thanks!
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Next page button...
I want to add button in NUX pages so that users can easily go to the next or previous page without having to find it in the drop down. Can someone point me to how this can be done?
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Ability to select multiple grids and drag and drop as needed
While building UX page, it would be better if the developer can select multiple cards/grids in the page and move them together rather than doing it one by one which would save lot of time
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L2 - Sprint 2 : Activity 2.3.11.3 Create Line Chart Saved View
Hi, 2.3.11.3 Create Line Chart Saved View In the Supply Chain model: Module: DEM03 Demand Forecast Saved View Name: Line Chart * Chart should show monthly Baseline Forecast and Initial Demand Forecast for two years. Please help to do this activity. In my DEM03 Demand Forecast module Initial Demand Forecast and Baseline…
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New UX "TIME" Page Selector Missing Periods
I have come across an issue in our Commissions app where the Time page selector will randomly start showing Quarters & FY only (see attached), when it should be showing all periods including months. There are no filters applied to the selector. I tried turning off the Time (Summaries) level on the selector (and clicked…
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How I Built It: Improving the end user experience
Hello Anaplanners, In this video, my colleague Jami and I will share some elegant solutions to improve the end user experience in the new UX. Tip 1: How to easily adjust the time granularity depending on the fiscal year. Tip 2: How to quickly drill down and filter any table with multiple dimensions. Questions about our…
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Scenario Planning.
I'm looking for scenario planning model building. Can anyone point me to a learning tutorial?
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Column Header Labels
One common ask that I normally get is having 2 levels in the column headers. While this can be done by adding another dimension, manually hiding excess columns, and publishing them in a page, this ends up taking up unnecessary space if the intention is to just have the 1st level of the column header act as a label. Would…
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Page Settings: background color
Can we have option of changing background color of the page like dark theme, light theme?
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UX create page as a hyperlink
Hi, As a page builder I would like to add a link to external sources as a page, the way user can use native Anaplan navigation pane and click on the link to external source instead of going into the page directly. This would be useful in cases when Anaplan is integrated with external systems for reporting giving the sense…
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Changing the order of line items
Hello Would it be possible to change the line items when building a table for a board in the NUX? Maybe somewhere on the select view page? In the meantime I suppose I have to reorder the line items in a saved view. Many thanks,
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Field Card drop down blank after selecting same value
In a New UX page, I have a field card with 2 drop-downs. BEFORE If I re-select the same value from a drop-down, then the value no longer displays. For example, if I go to the Forecast 2 drop-down and choose "UAT Forecast" from the selector again, then the field displays nothing per screenshot below. All the data on the…
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I want to put a period filter.
I want to put a period filter like this so that when the user checks the boolean, the data of the months associated with the year will be shown in the below grid. Need some help with this.
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History Log for NUX
A history log of changes made to the NUX pages similar to the history log present for backend technical changes. This will greatly help in understanding root causes of few user experience issues and also revert to older page templates if needed
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Unable to choose Months using Time Selectors in New UX
Hi all, I created and published a waterfall chart on an page. The source module is dimensioned by Months, and I did not choose to show/hide any of the time levels before publishing the chart. There are also no filters applied. When I use the time selector for the chart, the data shown in the chart does not align with my…
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2.4.8 Activity: Unable to edit 'Override?' and 'Override Forecast' in the new UX
Currently on Sprint 2 and I'm on activity 2.4.8. I have this grid in the UX and I'm trying to make the Boolean boxes for 'Override' editable, such that I can input values for 'Override Forecast'. Right now I am unable to edit either line items in the UX page I have created… This is what I am seeing right now in the UX. In…
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Need assistance with custom view filtering
I have a % input dashboard that shows employees in the rows and locations in the columns. The dashboard is filtered based on user selection in the grid above it for balancing unit and cost center. I have another dashboard where users can select which locations they want to see as active with their cost centers. I'm trying…
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Changing parent in numbered list
In this numbered list if we select Parent from the drop-down list the department(parent) of the selected employee will change and will be reflected in all the module that has referenced this List. How can I make an action to publish it on the dashboard where the user can change departments for the employee, should I create…
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How can I sort the list members displayed on a dashboard?
I have a dashboard that displays employees from a numbered list, and I'd like to have it sorted alphabetically. What is the best way to do this? Can I do it in the dashboard custom view? Or do I need to add a sort in the module? I'm fine with it sorting ascending starting with the first name. The employee are in a list C4…