UX
Discussion List
- Design: Utilize customizable hex color codes for your charts within the UX
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Text card in Management Reporting
Anyone know if there is a way to change the background fill of text cards in Management Reporting?
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Meet Solutions Architect Karim Lameer
Meet Karim Lameer — Anaplan consultant and Certified Solutions Architect with a background in accounting in the pharma and healthcare industries. Karim was introduced to Anaplan five years ago, and once he discovered the power of the platform and ecosystem, he made the decision to consult and help other companies get…
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Bar graph is showing data for June-22 in all months. How can I fix this?
I have a bar graph on my UX page showing headcount per month, but the chart shows the same data for all months when I've only loaded data for June 2022. I would like to see all other months show 0 until I load additional data for these months. Are there steps to fix this? The data I've loaded does have a month identifier…
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How can I add a drop down list that allows end user to filter data in grid?
I have a headcount dashboard with grid that shows employee name, team, region, level, etc. The end user will validate the information in the dashboard so I want to give them the option to filter different columns to search for specific fields (employee name, team, region, level, etc.). I have created a card that links to a…
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Anaplan Live! Recap for model builders and technical teams
Now that a couple of months have passed since Anaplan Live! in San Jose, I have finally had a chance to reflect and think back on some of my favorite topics that were covered in the Platform track. I enjoyed the new and rekindled connections I made at the event, but if you're anything like me, you didn't have time to…
- Build: Using custom views for flexibility
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Suppressing zeros in line charts
Problem statement Solution options Line item format setting: Zero format Chart configuration: Trailing zeros Suppressing all zeros in line charts with NaN Conclusion Additional resources/credits Problem statement Let's consider plotting a line chart for the following data set: For this example, I want to exclude zeros from…
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Converting "Month 1" to a date
Hi everyone, I am currently building a project planning scenario analysis UX and have designs that use the line items "Month 1-18" to decide hours available by team. There is a button where we can "create a project" and the "start date" is entered. Is there a way to convert from months 1-18 to actual dates using the start…
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3 3 12 activity create product replenishment ux page conditional formatting
conditional formatting is not working in UX page using the max middle and min criterion even in module its not working. How can I make it possible in this case * Add conditional formatting to display Confirmed Purchase Order Receipt as green any time the value is greater than 0. * Add conditional formatting to display…
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The Page shows the correct value but when drilled down it picks up a different value. Why is it so?
Hi Community, I have an issue where in the Page displays the correct value but as soon as I drill down it, it picks up a different value and shows a different result from that of the page. Is this an Anaplan defect?
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User access for demand account manager
Please help me to figure out that is it correct for demand account manager . I am not getting it
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Views in models V custom views in UX pages
Hi The general consensus is to create custom views in UX pages,my question: - are there things you can only do in model views in models v custom views in UX pages, or vice versa? I won't to know the limitations of both. Ravinder
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Not able to access card in ux page
i have created this ux page and now i am unable to see them
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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.…
- 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…
Upcoming Events
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Streamlining business processes with Workflow
Join Anaplan experts for a practical deep dive into how Anaplan Workflow helps organizations streamline business processes, eliminate operational bottlenecks, and automate planning approvals at scale. This session will explore how structured workflows direct stakeholders to the right task at the right time, helping…
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Community Challenge Recap: Enhanced board layouts
Join us for our Community Challenge Recap where we'll dive into the creative and innovative ways members are using the enhanced board layout features. Our guest host, Anaplan's Platform Adoption Specialist, Seb McMillan, will showcase the best submissions from September’s Community UX Challenge. This is your opportunity to…
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User Experience Design Thinking
The quality of the User Experience is crucial for the successful deployment of your Anaplan applications Whether designing a new application or re-imagining an existing one, the approach you take can make the difference between an OK experience for your users and a great one. Join Anaplan experts for a deep dive into how…
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Anaplan Quarterly Customer Platform Release
Anaplan's next quarterly platform release webinar will be held October 28, 2026 at 8:00 a.m. Pacific Time. During this session, we will explore the latest features so you can optimize your Anaplan experience! Our expert-led session will equip you with live demonstrations to help you get the most out of new features and…