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L3 User Story 2.4
Hi Community, In L3 User Story 2.4 requires the comments to be seen by others. Who should see the comments? That Country Sales Manager's ? and do we have to create a link or add an line item for comments associating with all accounts and then publish it do UX so end user can add comments along side of the accounts…
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Allow Module Views to be the starting point for a Custom View
When building new modules and functionality, we often end up creating and saving module views in the model, to make sure that we are able to see what we want to see, We then end up duplicating those in the UX, because UX custom views are so much more flexible (particularly with regard to conditional formatting etc). A…
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Cloudworks process from different model in NUX Page
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: We have one core model with multiple deployed models and so when we create a Cloudworks process, it's one by model deployed. When we…
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Data Write Actions and Model Roles access
Hi, I have a Data write action where the user should be able to write a date and its user in 2 line items. However, UX says she doesn't have permission to execute the action. My user's role has access to both lists and module where the data write action should be executed, and line items have not DCA in place. Line Items…
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Synchronise Scrolling - Being abble to synchronise more than 4 cards
Synchronise Scrolling is a great evolution that really improve user experience. But a group is limited to 4 synchronised cards on a board. Why so ? I have some cases where the user actually need to synchronise 5 or 6 tabs… It is a bit frustrating to have this limitation.
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Driver Line Item for UX Action Card - Not Working all of a sudden.
I've configured a series of UX action card with data write and Action runs driven by a driver line item . for approval workflows. All of a sudden the driver line items didnt seem to work and does not allow me to run the underlying process in the prod environment The Load invoice pricing card triggers an action run based on…
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"Screen Selector" and "Context Selector" is not auto setting for all user (need to set manually)
Hello guyss, I need your help. So now on my project, I want to use below condition: If user select [ALL], then all product will show on the grid. But now on my ANAPLAN, this [ALL] selector does not show ALL the product, but only show the [Bottom], like below: when I check, I found that setting between the "screen…
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Remove Gaps Option for Continuous Bar Chart Visualization
Background: A continuous stacked bar chart is a powerful visualization used across multiple industries to represent data with seamless bars. This visualization helps in identifying patterns and trends more clearly without the distraction of gaps between the bars. Request: I am requesting an enhancement to Anaplan's bar…
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Is it possible to prevent Copy / Paste into a line item with a dependent dropdown?
Recently during testing, we learned that despite the dependent dropdown setting, users are still able to copy / paste data into the line item as long as it is a member of the list. Is there a way to prevent users from doing this? Risk is that we are using the input as the basis for mapping and we do not want data to be…
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Can't apply a filter to time in Worksheet
I am trying to apply a filter on the time dimension in a worksheet, and am unable to do this like I can in classic…either as an end-user or page builder. Is this an issue? On purpose? I'm trying to filter out zero value (across all time) line items: …but when I select the FY24 column and the filter funnel there are no…
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Management Reporting - How to handle Icons and Shapes
With Management Reporting, creating visually appealing reports is even easier. Find below our recommendations to handle icons and shapes in your reports to make them "pop". Icons There are a lot of websites providing free or subscription-based icons available for download and some even allow to change the colors and…
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Show and Hide Selections in the UX - The Basics
Show and Hide Selections: why use them? When building out your apps and pages in the UX, there are often instances where you want to hone in on a specific set of data. With Show and Hide selections you can surface or remove particular rows and columns from view, providing end-users with a faster route to the insights they…
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Administration in the UX: Removing Visitors
Currently, if the Admin User selects a Visitor from the list (under Administration in the UX) and then clicks Remove they are given the attached modal (see attachment). But nowhere in the modal is there a reference as to which user is about to be deleted. I suggest that the name of the user(s) be added to the modal.
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Administration in the UX: Inviting Users
This is some feedback on the experience of using Administration within the UX. I am requesting that the User be given the option to select whether or not SSO is applied after following these steps. Log into Anaplan Click on Administration from the main menu Click on Visiting Click on 'Invite' Enter the user's email address…
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3.4.4 Activity: Create Stock Exceptions Review UX Page
Hi All, good evening, I am doing the activity but did not get what we are asked for. First, what is a stock exception count? How to add it on an user page? And, is there any faster way to have the context selectors than sync diff charts or tables ? Thank you in advance for your help BR Arthur Robbe
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Switch from Context Selector to Boolean - Scope of view
I'm trying to optimize a module for space. At current the module alone occupies 33 GB of space. The module is a cross dimension of 4 lists as seen in the picture above. with time month granularity. The idea is to reduce the dimension count to 3 by removing one list. The 9LE List shown in the applies to above. It has two…
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Cloudworks Integration Flows in UX
At the moment, we are able to add Cloudworks Processes to the dashboards and the addition is great. Could we do the same with the Integration Flows? I see multiple benefits from this for several customers and I do not think that the implementation would be too different from what is currently in there. Is this currently in…
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OEG Best Practice: The MOBILE way: Best practices for building in the UX for mobile devices
To achieve the ultimate Connected Planning experience, Anaplan users can use the mobile app to stay on top of their data from anywhere. With Anaplan at your fingertips, creating pages with mobile in mind has never been more important. To design and build pages that look and work great on mobile, use the MOBILE method to…
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Set one column of source data as "Not Applicable" for this import
Dear Anaplan Community I am looking for a way to "ignore" one column of data from the source file as irrelevant when uploading its data into module. Source file contains columns as below. Column D is actually the code of Column C inside Anaplan model. And Column D is there because client wants visibility into expense type…
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Consistent Conditional Formatting Between Model Views and NUX Design
A view pre-built in the model with Conditional Formatting which is then published will not have the same look/feel compared to a card built manually in the NUX. As far as I am aware you are unable to edit the conditional formatting in a pre-built view in the NUX. I'd like the ability to have the same controls over a views'…
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Fixed landing page (home page) for UX
Is it possible to set a page as a "landing page" on which the customer can land every time they open Anaplan? I hope you can help me, thanks😊
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Synchronize scrolling for grids
Hi team, The Synchronize scroll function allows you to group only up to 4 grids on a page. What are the solutions if you need to apply Synchronize scroll for 5 or 6 grids in one row on a page? Thanks
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Conditional Formatting on hierarchy levels
Hi, It would be a great feature to set up conditional formatting: 1. Either, even if summary method is turned to None; 2. Or based on the existence of one (or more) hierarchy levels Sometimes, users want aggregated levels of a hierarchy to be highlighted on a UX grid. You can set up a conditional formatting using some line…
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Backend Filter not working when pivoted.
In NUX, End user have not selected the checkbox for FY22 in the Filter, but the data for FY22 year is still displayed in the table when pivoted by the end user. Is this an Anaplan limitation where backend filters don't work when pivoted by end user?
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Speedometer / dial gauge Chart
We have been getting an increasing number of requests to implement a speedometer chart on Anaplan, but due to it being unavailable, reporting on Anaplan is losing some traction, with reports being created on Power BI instead. I hope this chart can be included in Anaplan in the future as it has a few key benefits. Instant…
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NUX KPI Card Scaling Decimals
Today, when selecting millions or thousands for KPI cards, they default to 2 decimals or 0 if it rounds up to the thousand/million. It'd be great if we could customize the number of decimals we see on the KPI cards & keep it consistent on the boards. For example, depending on the size of the business, having 1 decimal…
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New UX Navigational Bug
This week, I noticed a bug when navigating the new UX. Previously you could click on the app to return to the App's table of contents. This week it would simply refresh the current page. Potential Fix: If this bug isn't able to be fixed maybe it makes sense adding a new Return symbol along the title actions(see screenshot…
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Shorthand Typing for Thousands, Millions and Billions Input
As a read/write user of an app, I want to type large numbers with as little keyboard strokes possible, so that I am sure my input is accurate (limit finger errors) and that I save time and get through my workload efficiently. I'll know this is successful when I can type k for thousands, m for millions and b for billions…
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I reorder to columns in the model but they don't display in the same order in the UX page
Hello Everybody , I hope you're well . I reorder my columns in the model but they doeson't change their order in the UX page ! Can someone please help me with this ? Thanks in advance.
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Setting the Data Series of a Combination Chart Using Formula data
When displaying a combination chart on UX (for example, a combination of a stacked chart and a line chart), it is necessary to manually set whether the data series is stacked or a line. Instead of manual changes, would like a specification that allows the setting of whether it is stacked or a line to be automatically…