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Adding a second language to a model
Hi everybody, Being our customer an Italian firm, the model should be available both in English and in Italian. Is this possible? Thank you in advance
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[Part 1] Validating user input in Anaplan: Approaches and challenges
Pros/cons of common approaches Common approaches: Examples Error logic User experience Example 1: Simple error messages Example 2a & 2b: Nested IF statement Example 3: Concatenation of multiple error messages Example 4: Separate errors for each line item Wrap-up of Part 1: Summary of common (sub-optimal) approaches…
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Summary in UX Page
Hi everyone, I have a module which is dimensioned by 'L3' List. It hold amount data. I want to filter l3 list by Region. So, I have added a region filter and published as a 2nd grid in the same Page. But, in the Summary for the 2nd grid, is there any chance that I will get only sum of the list items that are filtered out.…
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Major UX Page Release! VARIANCE ANALYSIS...directly in UX page!
Yes! You can now do ad-hoc variance analysis! I'm about to jump into this right now and test it out - this is a huge addition to the reporting and ad-hoc functionality. Take a look below to hear directly from the product team and check it out. Please comment if you like this - I am really excited about the options this…
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Personas: Rights management for Pages
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How to prevent misentry by end-users when importing.
Hi Anaplanners, On my current model, there is an export module providing a CSV template for end-users. When end-users get this CSV, I’d like them to be submitting the date format correctly (ie Q1F Y23 rather than Q1FY23). Does anyone know if there is a way to put a drop-down list on the date column of a CSV file to prevent…
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Anaplan Tab in Salesforce
Has anyone used this functionality with the UX? I'd be curious on what it looks like (screenshots, short video, etc). Are users able to use a UX page within SFDC?
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Organizing filters
I would like to be able to create filters that I can hide from the main page after I set them. This will maximize the real estate on the pages to show data.
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Difference between custom view and saved view
Hi, Could anyone please tell me Difference between custom view and saved view. While designing UX which should we have to prefer. Thank you.
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In Case You Missed It! Spotlight Event: Transitioning from Classic to UX
Last week I sat down with Taylor Rogers, @taylor_rogers Certified Master Anaplanner & Merchandise Systems Model Builder at Stitch Fix, and Andy Martin, @andrew_martin_1 Director, Operational Excellence Organization at Anaplan, for a fun and informative session focusing on the migration from Classic to UX. Taylor shared…
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In Case You Missed It: Spotlight Event, Transitioning from Classic to UX
Last week I sat down with Taylor Rogers, @taylor_rogers Certified Master Anaplanner & Merchandise Systems Model Builder at Stitch Fix, and Andy Martin, @andrew_martin_1 Director, Operational Excellence Organization at Anaplan, for a fun and informative session focusing on the migration from Classic to UX. Taylor shared…
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Order and change the color of Combination chart with different chart types stacked
I want to create a chart from a module that has several line items and dimensions: -Dimensions are: Time, and a List composed of "Site 1" and "Site 2" I want to display on ONE chart : -The data of one line item 1 stacked by Column for site 1 and site 2 -The data of another line item 2 also stacked but by Area for site 1…
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How to set Alerts in UX page, based on the values of a chart
I have a chart which I displayed on a UX page on an App. On the chart, there are 2 series corresponding to 2 different line items of a module. I would like to display an alert on the UX page screen when the value of the line item 1 is bigger than the line item 2. How can I do so? Because the only way I can make an alert on…
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How to add constant value to graph? OR UX Chart has multiple data sources?
I am trying to build out a UX dashboard for a module that contains a list of products and imported data that shows how much resources each product uses(the resources is defined by one single number per month). In another module I have a specific line item that contains our total max resources (number). I am trying to…
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Referencing List Items in Formula
I have module D03 that shows how many slots each product family uses. D03 is dimensioned by Time on rows, and PR2 Product Family list and 1 line item 'Slots' on columns. I am trying to write a formula that 1. references data from another module, and 2. does some calculations for all the data in each item for PR2 Product…
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Chart UX Constant/Module Calculations
Hello, I am trying to build out a very specific UX dashboard. I am trying to create a chart that displays all the data from a single list AND also add one additional data row that is from another module. Module 1: D01 Slots Pages: Version, Locations, Teams, Resources Column: Time Rows: Slots (Line Item), Products (20+…
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Which filter will have most optimized result?
Hi @MarkWarren and Anaplan Experts, Is there performance impact on filtering in below scenarios (assuming its a complicated filtering logic)? Question1:The Boolean Filter line item is a subsidiary view in a module. If this is applied does it work slower than say a Filter line item which I move to different module to remove…
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Is there a function that checks the name of a list item in a module and returns specific data?
Hello, I am trying to build a UX dashboard that displays data from two different modules. In D01 Slots (PAGES: Version, Locations, Resource Groups, and Teams. COLUMNS: Time. ROWS: Product Names and one line item "Slots"). Module D01 allows me to see the number of slots each product uses. In D02 (PAGES: Version, Locations,…
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Data selection and dynamic grid update
Hello ! I'm actually building one of my UX pages and I'd like to know how to dynamically update one of my grids. To be more precise, I have two grids, a small one which is a summary of different info and another one which corresponds to a detail of the items listed in the first one and that holds a lot of information. (see…
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Hide rows with zeros in UX
I have a UX grid, which has a couple of dimensions. Depending on what selections they make using the selectors the grid can show rows with zeros in all columns. How can I automatically hide rows with zeros? I don't think I can link to a boolean with a formula like 'Show = Actuals <> 0' because the selection can change (if…
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Not able to find REP04 module in ux page
Tell me how to get REP04 module in ux page option . REP01 , REP02, REP03
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Adding Head Tags on Main Page Script
Has anyone ever added head tags in the java script of the main page of a model? I'm looking to use training an onboarding tools that overlay training content for users on top of NUX. Looking into tools such as UserGuiding or WalkMe. Thanks in advance!
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13.6.5 Activity: Add Column Chart to Margin Summary Page- Filter Issue-Forecast months only
Hi, In the 13.6.5 Activity: Add Column Chart to Margin Summary Page, When applying filter am not able to find the Forecast months only, attached screenshot for better understanding. Not able to understand where i am going wrong Thanks in Adv Tej
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Modeling advice: How to build item level discounts for set time periods
Looking for help and advice on how to build out a discount function in our model. My company manufactures products and sells them to stores, for this example let's say our customers are Target and Walmart. Our business will give special discounts on specific items (~10 items) for specific time periods, like May 2nd through…
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DYK - WEEK 11
WEEK 11: Including List Properties in UX Exports Did You Know? End users have an ability to control what they could see in the exports directly from the UX. Gone are the days when in order to export the list properties, model builder alone could include list properties in the export action from the backend. Now end users…
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13.6.3 Grid Card - Missing FY21
I am having a hard time getting the results, displayed in the training module screenshot. I did all the steps and was all to publish the grid card but it is missing the FY21 months/data. FY 20 is present but for some reason the FY21 data is not displayed. When I checked the forecast period view I saved I see that FY21 is…
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Reports, Boards and Worksheets–When to use which?
* High-level view * Report * Board * Worksheet * Let's deep dive * What about other reporting options? * In summary [Updated July 2021 with the new Management Reporting feature] As you are embarking on the UX journey, you may ask yourself: When should I use a board? When should I use a worksheet? And, When should I use a…
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Using a subset vs boolean
Hi Everyone, I was wondering if it was possible to have the box to select a subset for list to be shown in the UX? For example I have 2 subsets, CAPEX, and EPMO, among the project request list (where project planners can request projects for the budget cycle) and want them to be able to select if it is a CAPEX or EPMO…
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Where to find the "Create an App" button?
Hi, everyone. on Lesson 13, did anyone have problems creating an App? because I can't create an app. There's no "Create App" button on my model builder In lesson 13.3.1 we're supposed to also create an app but there is no button to create one should I move on with the lesson?