UX
Discussion List
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[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.…
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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…
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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…
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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.
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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.
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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.
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Management Reporting Tips and Tricks
Ryan Whalen shares his tips and tricks to creating a stunning and dynamic Management Report page.
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Building and Designing a Management Report Page
In this video, we'll focus on Building and Designing a Management Report Page
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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.
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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.
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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…
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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…
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Plan better, faster; migrate to the UX!
Provide your users with a seamless, intuitive, modern experience for them to plan more efficiently in a collaborative way, at their desks or on the move. Present and distribute pixel-perfect, visually appealing reports to stakeholders. The Anaplan UX (formerly new UX) has been with us for over two years now. Since it was…
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Hosting Images on Google Drive, Box, or Sharepoint
* What is Visual Reference? * Image Hosting * Google Drive * Box Folder * SharePoint * Imgur What is Visual Reference? Visual reference while planning can be a very powerful tool. The human brain processes image 60,000 times faster than text, and 90 percent of information transmitted to the brain is visual. Since we are…
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Building, Designing, and Managing UX Apps and Pages
Get started with the User Experience and leverage UX exclusive features to create the most effective pages for your users. (">⭐ indicates popular content) Designing Your Experience Best practices and design principles to keep in mind when creating your pages. Reports, Boards, and Worksheets - When to use which? ">⭐…
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Planning Your UX Build
Learn how to transition from Classic dashboards to UX, and use the U.S.E.R. methodology to set your company up for success with Anaplan's UX. (">⭐ indicates popular content) Getting Started Getting Started: UX FAQs From Anaplan’s UX team, a proven methodology to tackle the design and transition to the UX UX Transition:…
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Anaplan UX: Offerings and Roadmap
It has been more than two years since the inception of the UX (formerly, New UX). Anaplan has taken a huge step in the right direction as reporting was one of the key areas where Anaplan had to show improvements. Fast forward to 2021, Anaplan has delivered a modern look-and-feel with an ever-increasing list of new features…
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Working with Anaplan’s New User Experience
In this comprehensive course, you will learn the basic procedures for using and building with Anaplan’s New User Experience (New UX). After an introduction to the New UX, you will select your role as an end user or a page builder and complete lessons relevant to your role. At the end of the course, learners can complete…
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…