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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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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…
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New Page Builder interface could use some work
Anyone else caught a bit off guard by the new page builder/app interface that was rolled out this morning? Seems a bit clunky. Everywhere you click on the page expands or collapses a section, except for the left-side quick access panel which can't be collapsed or expanded. It's also difficult to distinguish the section…
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Is it possible to export different modules published in dashboard in one single excel
In new UX is it possible to export the entire view in one single excel? There are different modules published in the dashboard page.
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Option to leave no gap between two grids & others on NUX (see pic)
Please refer the picture below. It would be nice to have the following features to make the dashboard look professional: Ability to leave no gaps between two grids Ability to color background of titles. I have done a workaround to able to color the headers in the image below Ability to show/hide…
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Static Column Width & Autofit - the Minimum Column Width Idea
Column Resizing! It is finally here, the folks looking at large numbers will be able to see the entire number. I am clearly excited after 4 years this finally came out. This enhancement is regarding what the UX does when you do a fixed column width. In the screenshot, I have fake time in the columns which has a dynamic…
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Management Reporting Page - Slide size change to 16:9
As a page builder, I would like to be able to select the slide size (4:3 or 16:9) when creating a management reporting. Slide size in (Management) Reporting, both within Anaplan as well as in the .pdf export, is currently 4:3. However, the new standard format of slides nowadays is 16:9, as this format fits the screen size…
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[First Look] Create page
Feature: Create Page Release Date: 02/28/23 Impact Assessment: Tighter link with UX What is changing? A new button is available in the Pages interface called “Create page” that gives you the ability to create a page in an existing app. Once the button is clicked, a new tab will open that will allow you to setup and design…
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NUX Pages Visibility and Editability
AS IS: If a NUX page is associated with only one model, the page will disappear when the model is archived or deleted. TO BE: The NUX page must remain visible, accessible for viewing and editing, even if the linked model is archived or deleted, so that you can link the page to another model, read the text blocks, check the…
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Assistance needed adding a column filter to a UX custom view dashboard
I'm trying to add a filter to the columns of a UX custom view and not getting the expected results. Any assistance would be appreciated! Purpose of model – allow users to allocate employee salaries to multiple locations. Model hierarchy: C1 Company C2 Balancing Unit C3 Cost Center C4 Provider (these are the employees) We…
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Anaplan UX design top tips collection and references
Author: Alessio Pagliano, Certified Master Anaplanner and Manager - Solutions Architect at Spaulding Ridge. The purpose of this short article is to provide a collection of design top tips and references relevant to the user experience. Have you ever faced one or more of the following challenges during your implementations?…
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Allow model builders to create formatting templates
Add a functionality for model builders to create templates for modules. Pain point: within our organization we use the same customized formatting(background and font colors) for all modules. Every time we must set up formatting manually. We would appreciate the possibility to create a customized module template. Thanks,…
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Filter in context selector in management reporting
Hi , Can I double check if option to filter context selector in management reporting is available or not ? As I noticed ,there is no filter available in context selector Thanks in advance !!
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Issue with viewing an Image in a Page after Export PDF
Hi All, I exported in PDF a Page in the NUX with an image Card containing a Company Logo (which is visible online) and the image is not exported. Do you know which can be the reason? Thank you, Joana
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Upload Image for NUX
Anaplan don't allow to upload images but there is the possibility to show them only with the use of links. This can indeed streamline the App but it can generate some problems where some clients have restrict web access in regards to websites that are visitable. It would be great to have the chance to upload image and -why…
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Bringing the UI to life! Icon and Image Resource
This is a cracking site for finding icons ready to download - I have included the specific area for UI based icons here, but check out the whole site! Free and easy to download. Get your users engages and make it easy to navigate your Anaplan application.
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Line Item Subset: include non-numbered members, boolean only for dynamic filtering
Using line item subsets to filter line items in and out of a view is very helpful in giving users the ability to change their view in a single click; however developers are limited to Number-formatted line items. Giving the ability to add non-numerical items to a LISS and limiting the format of a line item dimensionalized…
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Anaplan Job Board?
Hello — does anyone know if there is still an Anaplan Jobs Board in Community? I have a position that I would like to post and I can't seem to locate this anymore…. it was part of the old platform and I wonder if it's not included anymore. Thanks, Stacey
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Ability to copy paste objects in the designer mode
Presently to copy paste objects such as grids, cards, text boxes etc, we have to publish them as templates and there is no straight forward way to simply copy and paste. Having this functionality would help a lot.