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5 Best Practices for Management Reporting
Delighted to have seen so much positive feedback and interest in the new Management Reporting features. As we all continue to play, experiment and explore the possibilities, here are 5 best practices to help guide you along the way.…
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OEG Best Practice: Management Reporting: 5 Best Practices to make the most out of your reports
* 1. Design an attractive cover page * 2. Spacing and layout * 3. Text hierarchy * 4. Visuals * 5. Color * Other cool examples... Find here our recommendations on Best Practices for Management Reporting: 1. Design an attractive cover page When designing a cover page, the main elements you want to include are: Title The…
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Management Reporting - and its live!!!!!
Delighted to announce, Management Reporting functionality is now live and it's a game changer!. Do visit the Management Reporting homepage for more info on functionality, features, videos, analysis and hints and tips. https://community.anaplan.com/t5/Releases/The-power-of-Management-Reporting-at-your-fingertips/ba-p/115459
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Copying across all rows in New UX page
Hi guys, Please help me with a method to copy across all rows in a grid when I select a value for the one row in new UX page. I am aware of copy across rows option in modules. But I am not able to replicate the option in new UX page. If anyone know the solution, please do share 🙂
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Thank you!
Thank you to all of you who have now attended one of our UX Discovery Programmes. The feedback has been so positive and we really value the input. We also look forward to helping all of you on the journey to fully implementing impactful user experiences across your business!
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Your support is needed! - IDEA EXCHANGE
Looking for support in Idea Exchange for the ability to have multiple UX pages open in app - rather than having to open multiple browser sessions: See here for details and to give it the thumbs up!
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UX Discovery Programme July 8th 2021 - register now!
We are running our UX Discovery Programme again for anyone who has yet to delve into the UX, wants to expand their knowledge of the UX, or wants to investigate new and varied ways in which they can bring the business into Anaplan and interact with Exec stakeholders with all the UX has to offer. We are already racking up…
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UX - Management Reporting
This one is so exciting - in the pipeline for a while whilst the team worked **** getting it just right and, as a result, what will come in the first wave of GA looks phenomenal!I am genuinely so excited about this one - now within product the ability to do report packs, formatted and designed free of module and model…
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Impact of Model Archival on UX Pages–and the Workaround
If you have been using the current UX for quite some time you would have probably realized by now that models and apps are two different entities/sections within Anaplan, and they are not connected to each other by default—unlike Classic UX where dashboards were part of the same model and were always connected or attached…
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Another successful UX workshop - taking our customers to the next level!
If you were unable to join us yesterday for our UX deep dive, you missed a really great interactive session. The word of the day was "gamechanger" and the interaction with all delegates on the call and the excitement generated to make this next part of the journey was fantastic! The UX builds on the core platform strength…
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Dates for Your Diary
We have the following events scheduled with links to register where available. Anaplan Live Anaplan Live – 28th April Anaplan Live – 9th June Digital CPX - virtual conference Digital CPX -10th June UX Discovery Programme - launch your adoption of the Anaplan UX Tue 25th May Thu 8th July* Thu 9th Sep* Thu 25th Nov* Product…
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Increase end user adoption with smart filters
* Problem statement * How do we solve this with smart filters? * Customer examples * How to model smart filters * Size and performance considerations * Upcoming functionality * Conclusion Problem statement Anaplan users are often moving from an Excel environment (with the flexibility to filter, search, and sort data…
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Upcoming Anaplan Spotlight Event
Hi DACH group, I wanted to bring the Anaplan Live Spotlight event to your attention (more details below). Even thought it is on an APAC timezone, if you register you will be able to access the recording and watch it a more convenient time. Thanks, Michele…
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Board or Worksheet? Thoughts?
UX... To Board or to Worksheet, That is the question! Read here on some tips and differentiators from Anaplan in-house expert Anne-Julie. And please comment! What is your experience? What works best for your organisation? Do you just use a Board for everything? Did you know that some things can be done on a Worksheet but…
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Copy Branch Workaround - From Jan User Group
Here is the explanation of how to do the Copy Branch & Assign workaround as demonstrated at the January User Group
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The Master Anaplanners' UX Cookbook
Please note: the links in this article are out-of-date. We're working on new resources. Thank you! Brought to you by Certified Master Anaplanners. “Our business owner (Finance Manager, FP&A) was ecstatic that this page empowers his team to recognize trends and evaluate variances much quicker compared to with the classic UX…
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A New Way to Give Your Feedback to Anaplan
At the core of Anaplan is our ‘customer first’ principle, as we have recently highlighted in our Anaplan Listens program. It revolves around creating products and features that improve the Anaplan experience for our customers. Through research, such as speaking to you about your day-to-day processes and asking you to test…
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Removing Comments from New UX
Hi Team, In New UX once you add comments we are not able to Remove it. Is there an option to Reset the page with no comments or we have to create a new page altogether.
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Quick start to your UX journey
We have been championing the migration from Classic Dashboards to the UX throughout the year. This article goes into more detail about the suggested methodology, considerations and use of the excellent dashboard import wizard to speed up that migration.…
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Leverage the dashboard import tool to migrate from Classic to UX
If your organization is currently utilizing a suite of classic dashboards, it is well worth looking to migrate your front end to the Anaplan UX. Not only will the modern, fresh looking presentation of the UX greatly enhance the experience for your end users right now, migrating will also provide you with the base from…
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Understanding Anaplan's UX with analogies, FAQs and best practices
There are a lot of questions being asked about Anaplan's latest UX (formerly NUX) and its usage. Although there are fantastic recordings available on Community and enough material on Anapedia, the goal of this article is to provide valuable detail in the form of FAQs and analogies to support faster ramp-up for Anaplanners…
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Master Anaplanners advice on using the UX
Many of you will have joined us throughout 2020 to learn about the UX. In this comprehensive article on the UX, hear from the best of the best as to their experiences, hints and tips on getting the most from THE User Experience. Enjoy! https://community.anaplan.com/t5/Blog/The-Master-Anaplanners-UX-Cookbook/ba-p/90711
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Vidéo - Création d'un board sur la UX
Bonjour, Nous sommes ravis de vous proposer cette deuxième vidéo consacrée à la création d'un Board sur la User eXperience. Que vous soyez novice ou expert, j'espère que vous allez apprendre quelques nouvelles notions. Osez, testez, pratiquez, c'est le meilleur moyen d'apprendre. https://www.youtube.com/watch?v=n5iXQrv4mdU…
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Collaboration comes to UX!
See UX thread for links!
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UX
Check in here for all the latest on UX development and features
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How do I get a UX Research Superstar badge?
The Anaplan Community recently came out with many new badges to award and show appreciation to our members for their involvement. One of those badges—the UX Research Superstar badge—awards Community members for participating in research carried out by the User Experience (UX) team. At Anaplan, our UX team spends a lot of…
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UX Live - our next workshop
Richard and I will be hosting another UX Workshop on Wednesday 4th November. If you haven't been able to attend before, or would like some colleagues to join this time, then click here to sign-up!
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Using the U.S.E.R. Methodology to Move to the UX
Anaplan’s UX is a great feature that can be used to condense multiple dashboards into meaningful apps and pages. I see this as a huge improvement to users' overall experience of the product. By taking an example of a simple case study, I'll explain how to use the new U.S.E.R. methodology to move from Classic to UX. Case…
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Anaplan’s UX: Changing the Way Companies Plan
"Hold on, I'll have to call you back. The model needs to update with those changes we just entered, and it's going to be a while before we can see the results." Does this sound familiar? Countless businesses across the globe are dealing with these inefficiencies within existing planning processes. This leads to untold…
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OEG Best Practice: UX transition: Overview of the U.S.E.R. methodology
Looking at transitioning from Classic to UX? The U.S.E.R. methodology can be your guide in this journey. Follow these four steps to facilitate your adoption of the UX: Understand The goal with understanding is to build a vision for the UX in your company and empathize with users and address their challenges. This is…