UX

Help Inform the future of Anaplan's APIs
Please take this short (less than 5-minute) survey to help inform the future of Anaplan's APIs.
From classic to UX. How did you transition?
Hi Everyone, If you moved from classic to UX, what was your approach? Did you import an existing dashboard and make revisions, or did you start a new page from scratch? Share your story, and your tips for others who are making this migration.
UX for Mobile
Hi Everyone, Is your organization using the UX on mobile? Share with us how it's going, the impact it has made, and how you design specifically for mobile. Thanks, Danielle
Anaplan Live! Spotlight on the UX
Excited to share my conversation with Felix Bein, @BCSFB Certified Master Anaplanner & Manager | Enterprise Performance from Deloitte and Taylor Giesler, @taylor.swisher Manager from Lionpoint Group on Tuesday, March 29th. During this quick hour long session we touched on the following: Transitioning from Classic to UX…
In case you missed it: UX Designer event recording
Last week, I sat down with Felix Bein, @BCSFB Certified Master Anaplanner & Manager | Enterprise Performance from Deloitte, and Taylor Giesler, @taylor.swisher Manager from Lionpoint Group for a conversation about UX Designer tips and tricks. During the hour-long session we touched on: Transitioning from Classic to UX…
Getting your users engaged by giving them… laptop stickers?
So simple, and yet so effective! If you’ve implemented Anaplan in your company, you might agree with me that one of the biggest challenges after implementation is getting your users engaged. I want to share how I got my team of end users fully trained in basic functions *and* excited about Anaplan in the process. Spoilers:…
Accessibility and the Anaplan UX
Accessibility is something we in the Product Team are getting asked about more and more often—and not just from customers with a legal obligation to deliver accessible solutions to their users. Internal cultures have been changing, and organizations see inclusivity as a must when procuring solutions and building…
Library of icons and images
Hi all I have seen this asked in various ways in the ideas forum but not sure if there has been much progress. In order for customers to visually appealing dashboards it would be a quick win for Anaplan to provide a library of images and icons, in matching themes / colours that page builders can choose from. Is this on the…
Highlights from yesterday's event
📣 If you attended yesterday's UX Designer-focused event, we'd love to hear from you!📣 What did you like? What more do you want to hear about in the future? Were there any key takeaways you'd like to call out? We're dedicated to making your UX experience excellent, so please share your thoughts here!
In Case You Missed It: Watch UX Designer Event
Excited to share my conversation with Felix Bein, @BCSFB Certified Master Anaplanner & Manager | Enterprise Performance from Deloitte and Taylor Giesler, @taylor.swisher Manager from Lionpoint Group from yesterday's session. During this quick hour long session we touched on the following: Transitioning from Classic to UX…
Community Power!
Just a shout out to the community members who have recently been active in our Commercial UKI group and to emphasise the difference you can make by participating! From a post just this morning by @CWREN and supported by @PaulLemos I have learned something today - never too old to keep learning! So I knew there was talk of…
New Event Series starts March 29th!
I’m thrilled to announce our new Event Series dedicated to all things Personas! On Tuesday, March 29 at 11:30am ET I’ll be joined by Felix Bein, @BCSFB Certified Master Anaplanner & Manager | Enterprise Performance from Deloitte and Taylor Giesler, @taylor.swisher Manager from Lionpoint Group, for a relaxed conversation…
New Event Series starts March 29th!
I’m thrilled to announce our new Event Series dedicated to all things Personas! On Tuesday, March 29 at 11:30am ET I’ll be joined by Felix Bein, @BCSFB Certified Master Anaplanner & Manager | Enterprise Performance from Deloitte and Taylor Giesler, @taylor.swisher Manager from Lionpoint Group, for a relaxed conversation…
New Event Series starts March 29th!
Hello Group Leaders! I’m thrilled to announce our new Event Series dedicated to all things Personas! Please help us spread the word! On Tuesday, March 29 at 11:30am ET I’ll be joined by Felix Bein, @BCSFB Certified Master Anaplanner & Manager | Enterprise Performance from Deloitte and Taylor…
Feb releases and...March sneak peek!
Make five minutes in your day and check out the latest release from Feb - with a sneaky look ahead to what's coming! February was a great month with a few really neat enhancements for the UX - I'm particularly liking the enhanced show/hide on UX pages and absolutely loving the ability in the model to see which UX pages are…
Feb releases and...March sneak peek!
Make five minutes in your day and check out the latest release from Feb - with a sneaky look ahead to what's coming! February was a great month with a few really neat enhancements for the UX - I'm particularly liking the enhanced show/hide on UX pages and absolutely loving the ability in the model to see which UX pages are…
We'd like your feedback on the App Hub
Hi all, We are currently looking for Anaplan customers to participate in 60 minute research sessions.Sessions will take place remotely from March 2nd to March 11th. Participants will receive an e-gift card as a thank you for their time, if their company policies allow them to receive these. For this session, we will be…
[Start Here] - Management Reporting
Welcome to this article on Management Reporting, our exciting new feature for the UX! Ready? Let’s go! What is Management Reporting? Management Reporting allows you to create highly formatted, customized slides to deliver key insights and clear reporting to your organization using the new presentation mode in platform.…
Meet UX Designer Steven Kraplin
Meet Steven Kraplin — UX Designer, Associate Financial Analyst at The MathWorks, and Master Anaplanner. Steven spends his days working to maintain internal systems, which include Oracle, Vertex, Anaplan, and others. He also works on product development, including new projects within those tools, as well as helping users…
Persona based resources
Now introducing to the Anaplan community persona-based resources to support your individual Anaplan experience. Check out the details at https://community.anaplan.com/t5/Blog/Introducing-persona-based-resources-to-support-your-individual/ba-p/130962
OEG Best Practice: Card templates: Some best practices
Why use them? When building out your apps in the UX, there are often instances where there is a requirement to replicate a card on multiple pages. For example, you may want to surface a grid card displayed in full on a board as an additional insight into the primary grid on a worksheet. Similarly, KPI cards could be useful…
Beneficial Prerequisites to becoming a UX Designer
James Fleming @JamesFleming identifies some of the skills and experience that would be most beneficial to model builders looking to focus on being a UX Designer.
Management Reporting Use Cases
Rachel Goering (@rachel_goering), James Fleming (@JamesFleming), and Belinda Ha, discuss examples of how to be utilize the Management Reporting features of the new modeling experience.
Keys to Success as a UX Designer
Rachel Goering (@rachel_goering), James Fleming (@JamesFleming), and Belinda Ha, share insights into some of the primary keys to success they have identified that every model builder looking to become a UX Designer should know.
Management Reporting Tips and Tricks
Ryan Whalen shares his tips and tricks to creating a stunning and dynamic Management Report page.
Building and Designing a Management Report Page
In this video, we'll focus on Building and Designing a Management Report Page
New Modeling Experience - Nov FY22
Learn about some of the new model building experience features and how to level up your model build using them in this short video.
Upcoming Platform Features - Nov FY22
Looking for some insight into upcoming features of the Anaplan platform? Check out this clip from our November Anaplan Live! event to learn about some of the anticipated features of the Anaplan platform to launch in the future.
UX Pro Tip - Sharing Pages
Hi Everyone, This is my first post to the forum and I thought a good introduction would be sharing a UX pro tip that I recently discovered while retaking some training. When you share a page, instead of copying the URL from your toolbar, click the share icon and copy link. This will send the page with your current page…
OEG Best Practice: Top five design best practices for UX: Desktop and mobile
Follow our UX team's recommendations and guidelines to leverage the UX to its fullest potential. Desktop best practices Our top five: * Minimize time to decision * Progressive disclosure * Smart grouping * Help and guide * Consistency Minimize time-to-decision Focus on the outcome your users are attempting to arrive at and…

Upcoming Events

Achieving enterprise savings with Anaplan Optimizer
Join Anaplan experts to discover how Anaplan Optimizer can transform complex decision planning challenges into measurable financial savings. In this session, you will: See how Anaplan Optimizer helps solve complex planning decisions by balancing business objectives, constraints, and trade-offs Explore real-world use cases,…
Building smarter models with Polaris and Planual
Join us as Anaplan experts share practical strategies for building smarter, more scalable models using Polaris and Planual best practices. During this session, attendees will learn how to: Learn how to align your model development with recommended Polaris and Planual best practices. See how to improve system performance…
ACE: Anaplan Workflow
Registration and events details will release closer to the event date. Join us for the fourth session in our Workflow Expanded series as part of the Anaplan Community Experience program. In this session, we continue building on the concepts and best practices discussed throughout the series, with a focus on helping model…

UX

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