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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?
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error in the commentary section of NUX
Hi Community, I got this error on the NUX from the client side and it is not quite clear what is the meaning of this message. I hope you can provide some insights on the matter. Under Incremental NOI with the line item L2 Final Commentary the user is doing a copy and paste a comment drafted in PPT and then pasting it in…
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Can we have 2 DCA for one line item?
Scenario - At the UX level , a user will come and input a value in the line item(For example KPI). This KPI is different across different geographies. So a user can only edit KPI from his/her region. In order to do that I set DCA at the KPI level. Now once the user has put the value, manager will come to review and if all…
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3.3.12 Activity: Create Product Replenishment UX Page
Hi, I am trying to add conditional formatting to the UX pages. I cannot see and find Conditional Formatting icon in the UX page. My screenshot: Screenshot of 3.3.12 Activity: Create Product Replenishment UX Page: Please guide me! Mark
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UX Spotlight Event - One Week Away!
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 Excellence Organization at Anaplan, for a fun and informative session focusing on the migration from…
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UX Spotlight Event - One Week Away!
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 Excellence Organization at Anaplan, for a fun and informative session focusing on the migration from…
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UX Spotlight Event - One Week Away!
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 Excellence Organization at Anaplan, for a fun and informative session focusing on the migration from…
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UX Spotlight Event - One Week Away!
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 Excellence Organization at Anaplan, for a fun and informative session focusing on the migration from…
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UX Spotlight Event - One Week Away!
Hello Group Leaders! It's been a while - hope you are all well! I wanted to let you know that 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 Excellence…
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UX Spotlight Event - One Week Away!
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 Excellence Organization at Anaplan, for a fun and informative session focusing on the migration from…
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UX Spotlight Event - One Week Away!
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 Excellence Organization at Anaplan, for a fun and informative session focusing on the migration from…
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3.2.11.3 Create Saved View for Combination Chart
Hi, I am trying to create Saved View (Chart for UX) but I am not sure the result is correct. It shows that Beginning Inventory is negative. Screenshot my INV01 : Screenshot of Chart for UX: Please guide me! Mark
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Reset in-built Anaplan NUX Filters
Hi Everyone, Is there a way to reset all NUX filters from all grids in a worksheet through an action or just by a single click? I know that these filters can be removed in filter icon but if I apply filters in two grids, it takes 4 clicks to remove all of them. Is it possible to do it in one click?
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DYK - WEEK 10
Week 10: Run Steps Automatically Did You Know? End users can be prompted before their actions are run. Default behavior of UX is that once the actions are run by end users it straightaway starts processing the action without any prompts and it also doesn’t give you the break-up of status. You as page builder can set it up…
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User History in UX pages
Is there a feature in UX pages that allows us to track modification made by the users?
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Create product Replenishment Page
Hi, I am trying to create UX page for this. Time does not show as expected and also Shipping Method line do not show anything although my INV01 module looks good. Please guide me. Screenshot of my INV01: Regards, Mark
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L2 3.5.5 Unable to select at location level in the hierarchy in the Ux
Hello all, I am trying to select a location from the hierarchy filter (example - New York) but after I select New York the selection shows US instead of just showing New York (i.e. it shows country level only and not location level). Don't know where I am going wrong here. Below is the screenshot:
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I started exam and my laptop turned off
I started the Level 1 exam and my laptop turned off due to low battery. Can anyone let me know if this count as 1st attempt or not?
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10 things you didn't know about Management Reporting
Ready to leverage our new exciting Management Reporting feature? Here are 10 tips you may not know and can help you create magnificent reports: * Include a module in your text card configuration to link to your model periods, module dimensions or line-item data to make your titles dynamic. * With a simple right click after…
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UX transition workshop: Anaplan Live! 2022
In this article, you'll find UX transition key insights and actionable takeaways to apply in your specific context. As shared during Anaplan Live! 2022, we've curated a list of recommended resources from across Community to provide a consolidated view to support your UX transition journey. Refer to the attached…
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User filter doesn't work when mark Boolean with Space button
Hi all, yesterday i find some weird things in User filters mechanics in UX. When I mark a boolean with the mouse, the data of the subordinate tables is filtered automatically. But if I mark booleans using the "space" button, to update the data, you need to press the "refresh" button. I thik this is a bug Base…
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UX Designer hub feedback
Hi, I'm looking for some quick feedback on our UX Designer hub. Please leave a comment (or DM me) with the following: * Do you find the hub content useful? Why/why not? * Do you have any suggestions for how we can improve the UX Designer hub? * If you are not a regular visitor to the hub, why/why not? Thanks in advance!…
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OEG Best Practice: Implementation best practices: Leveraging personas
If you are transitioning from Classic to the UX, you may have read this article about our recommended methodology: U.S.E.R. (Understand, Sketch, Execute, and Repeat). One of the key concepts during the Understand phase is to really get to know your users. For this, we recommend a classic UX tool: Personas. Personas What…