UX

REQUEST: extension of Actions to KPI/Image Cards
REQUEST: Allow the Page Builder to do the following for a KPI or Image Card: Configure Actions select an action (I want Data Write) Setup the action Publish the End User can now click the Image/KPI and the action is performed. This would be limited to a single Action.
REQUEST: one click, save all Cards on a Board into Card Templates
REQUEST: ability for the Page Builder to, with one click, save all Cards on a Board into Card Templates. To handle cards without a Title it could Prompt for names Show a list of cards and require names or auto create names based on the name of the source Board.
REQUEST: ability for the Page Builder to “convert” a Board to a Worksheet
Select Source Board Select Grid Card as Worksheet Grid All other cards are placed in “Additional Insights”
Alternative Uses for the Management Report UX Page
Introduction With the addition of the Report UX page type, it is now possible to create highly formatted, customized slides to deliver key insights and clear reporting to your organization. As with many Anaplan features, our customers always come up with innovative ways to use this feature and this post will look at two of…
Display ad Filter on Gantt chart
Hi, I am trying to create a gantt chart to track the progress on the staffing of position within a workforce planning model. I have create a module with a start and an end date. The module only has Position dimension. Issue #1 (picture 1): The graph does not display well. We can see yeas and number 1 to 9 (which I have no…
Selectively hide objects (models and pages) on the Front Door Landing Page/Home Page
Workspace Administrators need the ability to selectively hide objects (models and pages) on the Front Door Landing Page/Home Page based on roles. All of our end users (400+) are accessing Anaplan data through the Apps, and they have no need to go into the models. They won't see anything in the models should they open the…
Filtering and UX
Hi all, Here is my situation: I got a module (REP_01G) to calculate Version Variance, this module has other dimensions such GL, Project, Currency, Company, and Time scale is Month. And a list of line items as shown below: Reports with Time and Line Items on column will be build. The row could be project, GL, or company,…
How to apply Conditional Formatting on multiple line items using one rule
I found this cool hack to apply similar conditional formatting to multiple line items by using just one rule! Generally, we need to make a line item for each conditional formatting or add one rule each line item which gets very tedious when there are more than 20, 30 of them. Here’s a simple yet effective hack to make this…
Time Selectors - pivotable?
We are in the New UX & have a bunch pf pages setup w Time in the columns & hierarchy filter turned on. This allows for the standard view to show months & full year, while user can select which year to display. We used to then also be able to go into the pivot & select time periods in the columns using the show/hide & it…
Show/Hide Production List
Hi, I want to show or hide production list. This is original table. It has Country List(Like France). When I show only Japan and Thai Items in TEST APP, there is France Item in Prod APP. We should not use show hide function, should use filter function? Or there is another way to show/hide production List?
Top 25 Anaplan features released in 2022
Authors: Misbah Ansari (@Misbah), Certified Master Anaplanner and CEO/Founder at Miz Logix and @WajidAli . Within this fast-pacing world, it is important for technologies to move even faster. Anaplan, being a leader in the Connected Planning world, released a plethora of changes and/or updates in 2022 to almost every…
Spotlight event: Transitioning from Classic to UX
Don't miss this upcoming virtual event for the Anaplan Community — Transitioning from Classic To UX! On Wednesday, July 20 at 10 a.m. ET I’ll be joined by Taylor Rogers, @taylor_rogers Certified Master Anaplanner & Merchandise Systems Model Builder at Stitch Fix, and Andy Martin, @andrew_martin_1 Director, Operational…
Dropdown-formatted line item with default as one of the list items and restrict turning as Blank
Hello Everyone, Is there anyway we can make alteration in Dropdown-formatted that having a list item as default and blocking user from making that as Blank? User can able to add new list item in that module where i am using that dropdown-formatted line item If not i will add that default list item manually TIA
How to display line item item names dynamically
Hello I would like to link the display of Line Item in Apps with the value of the selected combo box etc. For example,Suppose I have the following screen. When selecting "Select Year" on this screen, I want this selected Year to be displayed in conjunction with "N" in the Grid below. this is an image. Please if anyone can…
Enhancement Request for the ability to copy text (w/ line breaks) from one source cell to one target
Summary: Currently, customer is facing the issue that the lines are divided into multiple cells. Can we fix the behavior the line breaks in the source cell are interpreted as cell breaks when pasting? I expect line breaks should be line breaks not cell breaks. Description: ・Customer Requirement Customer has lots of cells…
Level 2 - Sprint 2 - 2.4.8
Want help with the attached one. Should the values match with the ones in the activity or its an example for how the grid should look like? The saved view from which the grid is formed was done based on the activity which is SF based water taffy. Please let me knw, what changes to make. this is like this because, detailed…
Level 2 - Sprint 2 - Activity: 2.3.13.2 Create a User Experience Page
Below I am attaching my UX page. Can anybody let me know if it is right and the values pertaining to the selectors are right? If any more additions required, Do let me know.
Can not see download errors unless downsize browzer
Hi, I have a question about downroad error when run import. If there are many import error, we cannot see downroad error button. I can see this button when I downsize the browzer. Does Anaplan plan to modify this problem?
Processes for Forms - Proposal with Picture!
The Form is a great tool to enhance the user experience of creating list members and assigning properties to them in NUX dashboards, but the current functionality of the Form often leaves the model builder no choice but to include an additional button on the page for the user to click after submitting the Form, diminishing…
Items are not counted.
Click on the column and on the bottom right of the screen Sometimes the number is displayed and sometimes it is not. Reason for not showing: "Your selection exceeds the amount of data that can be retrieved from the server" You can implement a custom filter and display the number of cases, It takes a lot of mounting…
Filer Q and Year, to Calculate line items
Hi All, My issue is that I'm using a graph to show the P&L, but my 3-year trendline is spiking, when set to Q and Years. So I have P&L line items calculations and they are connected to different module views, so I created time filters modules to calculate the Periodic, Yearly, and Quarters. So, if I change in the line…
Sending of notifications to multiple users
Hello everyone, I have a question regarding the notification aspects on the UX dashboard. I created a notification form where I would like the user to be able to send an email to different people using a dropdown. My question here is that it doesn't seem possible to send it to other people when you are not a model builder…
Saved views with user list on NUX
Hi All, I have the following situation: Saved view of a module with User as a dimension. During the save of the saved view my account was selected from the Pages (other users were available as well) When published on the NUX, other admins see my user name in the Pages, it is not synced automatically. When another admin…
Improved Spacing, Formatting and General Aesthetic of UX
It would be good to have higher flexibility on several more key items when building out UX Pages. This is something that we take for granted when using Excel/Powerpoint, they are very flexible tools that can be used to create streamlined dashboards. Examples I have which could be improved - * Ability to colour a individual…
Model builder keeps clearing cookies in Chrome
Is anyone else experiencing issues with Google Chrome constantly reverting to the classic model building UX whenever you open a new Anaplan tab? I don't have any specific cookies settings for Anaplan in my Chrome settings, and I've noticed other model builders experiencing the same issue while on screenshares. Seems that…
Form Ignores Page Context
I have an action button on a Board page that opens a form which creates a new list member and populates some line items in a module. The context on the form does not sync with the context selected on the page where I clicked the action button. (Instead, it appears to revert to the first value in each selector.) I don't see…
UX Nested Rows Summary Formatting Missing
Hi All, The outer row is missing summary formatting when I have nested rows in the UX. Is there any way to indicate that items are summaries when you have nested rows in the UX? I've attached an example with the summary item circled in red. Thanks for the help!
Send Email alter or show alert on screen remind
I'm working on a cycle that will end when the end date is specified. I'd like to send the email 10 days before the deadline. Also necessary to display an alert on pages in order to check the end date and next cycle data. Is there a way to do this in Anaplan? @Sravan @prabhu
Management Reporting - How to get rid of blue box outline?
I have created several management reports that my end users would like to screen shot for presentation, however they are displaying with selected cells (boxed in blue) and I can't seem to get the cells unselected. Obviously we can't present these reports to management...HELP!
Designing UX - Course now available in the Learning Centre
The secret of a successful user experience in Anaplan is in the design. But where do I start? How do I meet the needs of each of my user roles? What advice is there around this? Help is at hand! Our new non technical Design UX course is now available online. Go to Designing UX Pages to find out more. For more technical…

UX

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