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Filter a table based on extra dimensions not present in the module
Anaplan page building would be greatly benefited by the ability to set a filter on a module based on a line item that has additional dimensions - those dimensions would then be added to the page selector area, and the filtered table would respond to changes in page selection. For example, if I had data dimensioned by SKU…
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Posting Action/Process Details to UX Pages or Dashboards
Some background info: my tenant has around 30 model builders and over 100+ end users who are not model builders. We employ a hub - spoke model structure and often times the non-model builder end users will need to run actions from the dashboards or UX pages and are unable to see the most recent run details since those are…
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Drill down - option to drill down through formula or a specific dimension
Sometimes a user is viewing data at the top levels of a number of dimensions and then wants to see the underlying formula for the line item. It is very painful for them to have to drill down all the way to the bottom of the hierarchies before being able to view the formula. It can often take up to 10 drill downs to finally…
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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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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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User doesnt see Source Module on Carts
How to set that a user can see the source modules on cards on a page? Some Users are able to click on a Source module: Some Users are not able to see the Soure module:
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Versions in the new UX
So I'm creating a page in the new UX, essentially trying to display Actual and Budgeted amounts for a period. I'm intending to have the Actuals and Budgeted amounts shown as columns and the different categories as rows. I also want to show the variance between these two versions on the same column axis as the versions…
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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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The three most useful applications of the data write action
Model building in Anaplan has been nothing but a pleasure regarding ease of use and adoption; not only it is an excellent choice to drive standardized models across an organization, but also provides support and follow-up at the needed cadence. And if we talk about the user experience — with upcoming features being added…
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Using a KPI card to sync monthly data with a year time selector without additional filters
This example demonstrates how a KPI card can serve multiple purposes to provide users with a dynamic descriptive title on a page while also avoiding the need for creating additional filtering to update monthly grid or chart cards where users require a Year Only selector. The example uses a KPI card, grid card, and chart…
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The Action is not working in new UX, but works fine in Classic Dashboard
The Action has two unmapped dimensions that the user has to select, but as shown in the screenshot 'Capture1 .Png', It will consider only one dimension for both the selections in NUX, hence the dimension does not get mapped resulting in error shown in screenshot 'Error 1.png'. But in the Classic Dashboard it shows both the…
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Context Selectors not syncing
These two cards aren't syncing properly. When selecting a line item the adjustment card doesn't change despite the sync being activated. What am I missing?
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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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Employee department Change
I have an Employee details module which includes ( Code, Name, Start date, Leave date, Salary, etc.). There is one more module where the monthly employee salary is shown and we get the salary detail until the employee is employed. I have made a process where the employee has changed departments on a certain date. For…
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Hierarchy Filter on a Charts
Hello all, I have a plant hierarchy with Region > Location > Plants. On a Ux Board I have published the sales achieved at Region, Location and Plant level. However, I would like the user to be able to select a Region on the chart and be able to see associated locations and plants only. Similarly if the user selects a…
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Enable Grouping Like Excel in UX pages
I hope to group like Excel in UX pages. Grouping function enables us to show/hide the line items easily without open the menu on the right corner of the grid. Thanks
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Pivot the View of "Pages" Tab in Model
Current View : Pages → List of Pages —> Click on any Page row —> List of Modules published on page Suggested View: Pages/Modules → List of modules —>Click on a module name → List all pages using that module Or Add a tabs in "Modules" to show App and Page information. (Similar to classic dashboard info already available in…
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Dynamic/Responsive Conditional Formatting
In conditional formatting link Max, Min, Mid to line items in a module (like with field cards). Currently the conditional formatting is static and does not respond to changes in the underlying data. Linking Max, Min, Mid to line items would resolve this.
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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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Using stacked column and bar charts to display dynamic series data with a consistent color scheme
The following example describes how a stacked chart can be used to display a consistent color distinction between a client company and comparative companies within an industry. Anne’s Boutique is selected as the client company from the line item list selector Select My Company and presented in charts in royal blue color.…
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Background Color Change
In an UX Banner page, on Grid card, how can we change different line items background color?
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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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User wants to change the employee's department.
Hi, There are lists (Department and Employee where the Department is the parent of Employee). I want to make a UX page where the user can select the employee and change his department, therefore details of the employee such as salary will reflect in the new department. Please let me know how I can achieve this. Thanks in…
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Schedule automated Anaplan notifications
As a Page Builder/Integration Administrator, I'd like to be able to schedule Anaplan native UX notifications. This would allow me to send native (instead of email) notifications to a set of users (hard-coded or lineitem-driven) about a predefined page. I'd like to be able to have different scheduling options, each being at…
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UX Page auto refresh when Cloudworks runs the data import
Currently when a cloudworks job update data in the module. The data in the grids does not update unless you manually refresh the page. This creates a not so ideal User experience. Ideal experience will be to auto refresh the grid, it does happen automatically if the actions is model import, export but not with cloudworks…
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UX - Link to Pages
Hi , I have created a page in 'Model X' and a page in 'Model Y' and I have to link the page from 'Model X' to the page in 'Model Y' so that I can redirect to it and have a look. Is this linking possible between pages from different models ? If so, could you please guide me through the process to achieve it ? Thanks…
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How to Make a Line Item Manual and Highlighted Yellow
Hello Anaplan Community! I have a question about adding new line items. When I add a new line item to a module in the backend of Anaplan, how do I know for sure the line item will be manual entry and shown highlighted yellow in the app page? For example, in the screenshot below I inserted the highlighted line item and as…
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Classic > NUX - Select levels to show on page when using same module for different cards
Hi - looking to get some community input on our attempts to transition from classic dashboards to NUX. The scenario, A common use case we relied on in the classic dashboards was that we could apply 'select levels to show' on a list within a module, pivot that list into the page dimension and the dashboard would respect the…
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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…