UX
Discussion List
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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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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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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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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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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Please note: the links in this article are out-of-date.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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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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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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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…
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…