UX

August 2025 platform releases and what’s next
Check out the latest Anaplan feature updates and enhancements in our August 2025 official release notes. The information below offers supplemental information to that post. Planning experience Multi-browser tab syncing When changing context or data on a UX page, you can now view real-time data updates across up to five…
Is it possible to release single breakback cell in UX?
Hi, I have a question. When working in the module, there are three breakback-related options available, but in UX I can only perform 'Release all'. Is there any way to enable 'Release' for a single cell in UX as well?
Process-Specific '... Model is Busy' Text
In Anaplan's new UX, when running an extended process, any user active may be greeted my a banner informing them that the '… Model is Busy'. However, this message can be ambiguous, and it may be beneficial for certain processes to more clearly articulate what is happening. My suggestion would be the ability to add a new…
Ability to input text commentary with text formatting options in Management Reporting - New UX
While working on a project, a useful implementation emerged. Currently in Anaplan, via Management Reporting, it is possible to create documentation that cannot be customised by the user. In fact, the end user using the system can only look at the data and comments previously entered by the Page Builder. We tried creating a…
UX Enhancement: Red Font Toggle for Negative Numbers
In most cases, especially when adhering to accounting principles, it's preferred to display negative numbers in red font, similar to how Excel handles them. Currently, achieving this in Anaplan requires setting up conditional formatting for each line item, which can be time-consuming and inefficient. To streamline this…
UX Enhancement: Red Font Toggle for Negative Numbers
In most cases, especially when adhering to accounting principles, it's preferred to display negative numbers in red font, similar to how Excel handles them. Currently, achieving this in Anaplan requires setting up conditional formatting for each line item, which can be time-consuming and inefficient. To streamline this…
Is there not a way to disable or not show Source Module on a Card?
Seems like the New UX is still missing the functionality to toggle on or off the ability for an end user to open up the "Source Module" from a card on a page. This was easy to control in classic dashboards but seems to not be possible to configure now in the New UX.
UX Customization (negative sign): bracket or - (sign)
Hi All, Recently I have seen great customization to UX (numbers to percentage), it was really good when it comes to line item subset (combination of numbers/% value). It would be good if we are able to customize the negative sign in UX, as management would prefer to view numbers (if negative used bracket), % value (if…
Prevent end users deleting a list item when using Worksheet in UX.
Hi, I have a worksheet for end users to enter new hires into, for which the list item which persist across versions. I am having an issue where the end user can delete a list item using the grid functionality because the Current Version value is blank, but I want to prevent them deleting them (as data will be lost from…
Rearrange list items
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: Rearrange list items in pages hides new items, new items should be visible on pages. Who is this impacting? (ex. model builders,…
Line Item Name change from UX page
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: Right now we are only able to change name of a line item from module only. Who is this impacting? (ex. model builders, solution…
Wrap text feature in anaplan
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: Wrap text in row or column to be helpful for better visualisation.This should be possible in dimensions. Who is this impacting? (ex.…
Select All Members in a Time Level Instead of One at a Time
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: In a working grid I click 'show/hide' and select 'Time'. My time hierarchy is FY > Half > Quarter > Month > Week. I want to display…
Ability to Show Dimension Headers
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: Below table is an example from a fictional Position Planning application. The left column shows items of a dimension called Position.…
Select Edit Cell data at Line item level on UX Settings
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: In Anaplan UX, when building grids or cards for end users, the current "Edit cell data" setting applies to the entire card. This…
UX best practices for building impactful dashboards in Anaplan: Part 1
Author: Arjun Gandhi, Certified Master Anaplanner with over a decade of experience leading enterprise Anaplan implementations across industries. ———- “If your dashboard doesn’t tell users what to do within 10 seconds, it’s already failed.” 🧭 Introduction: Why UX design in Anaplan matters Anaplan’s UX is more than just the…
UX best practices for building impactful dashboards in Anaplan: Part 2
Author: Arjun Gandhi, Certified Master Anaplanner with over a decade of experience leading enterprise Anaplan implementations across industries. Anaplan’s UX is more than just the surface layer of your model — it’s the gateway to planning adoption, collaboration, and decision-making. Whether it’s a CFO reviewing revenue…
Predefaulting A Feild in ANAPLAN
Hello Anaplan Community, I have a special requirement from a customer and would appreciate your input. Let me explain the situation: We have a hierarchy with three levels: Level 1, Level 2, and Level 3. Screen 1: Creation of Level 1 Items On this screen, the user selects a team. Based on their selection, an action runs to…
Anaplan Color Pallet
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: The Anaplan Color pallet should be consistent across all forms. Text Pallet is different Action Icon Default Colors, and different…
Workflow - Add Machine task on Reject
As a workflow builder, I want to have the possibility to add a machine task after a reject, so that I can run a process or write data. For example: A Decision task can end on Reject. Afterwards, it should run a process/task, specifically designed for rejection (Import Item, write task, run Anaplan Process). This…
Nouveau : Fonction de synchronisation des onglets – Analyse approfondie en vidéo
Bonjour, Comme évoqué dans mon précédent article, la rentrée se poursuit sur un rythme soutenu avec les nouveautés Anaplan. La semaine dernière, nous avons livré la fonctionnalité Used in Page, qui permet d’identifier dans quelles pages un module est utilisé. Les mois de septembre et octobre s’annoncent également riches en…
Is anyone else having problems with the management reporting page?
While working these last few days I've encountered these problems: layout/conditional formatting not saving after a pivot mix going back and seeing blank columns the "apply" button not clicking after any settings Has this happened to you too? Do you have any suggestions? These problems slow me down a lot and require me to…
Various grid view layouts based on controller selection / Dynamic Select Levels
Hi, I have the following questions. Here's the full hierarchy of the company structure along with the data that aggregates to higher levels. However, I’d like users to have the ability to dynamically manage this view. For example, ZC&C - XYZ might want to see the entire hierarchy expanded, while FBL - ABC would prefer only…
Design standards for a superior user experience — Part 2: UX page standards
Author: Aaron Overfors is a Certified Master Anaplanner and Principal Architect at Spaulding Ridge. In my first article, we detailed how to create a robust design for the user experience; now comes pulling it all together and building the actual pages! We will examine the concepts and ingredients of a strong page to focus…
Filter non-zero rows based on Context Selector selection
Hi, I have a filter to filter out non-zero rows with the employees across to top as columns and a total colum for the LOB (Line of Business). I have set the hierarchy so I can select LOB A or LOB B from the context selector or All LOBs. Employee 1 // Employee 2 // LOB A Project A Project B Project C The issue is that…
How to publish Workflow triger button into UX
Hi, I am working on setting up workflow and cannot find the place where I can publish workflow button into the UX - so for example end user can start workflow for the UX without entering Workflow tab
Page Source Model Settings in Manage Models
Hi, It would help productivity and reduce errors if we could add additional source models in the App's Manage Model settings. Currently, you can only change an app from here but to add additional sources you must go to each page individually. For ease of use, it would also be great is we could choose to hide archived model…
Synchronize Export Action based on UI Context Selector
Often times when we publish explicit Export Action as Button in dashboard, either we could configure as Full export (Tabular single or Multiple) or we will need to provide boolean check box, to identify which context they are trying to export How often is this impacting your users? Frequent impact to Users while we create…
Is it possible to Sync a Context Selector to a Field Car Line Item?
I have a grid dimensioned by country and Brand (No time). Country is visible in the grid, while Brand appears on the top right as a page selector - as the user wants to see values by country, one brand at a time. The question is: Is there a way to have a field above said grid. Formatted as brand, so that the user instead…
Dependent Context Selectors
Add the ability to filter context selectors based on a selection in another context selector (like in already existing dependent drop-downs)

Upcoming Events

Quarterly Platform Release Webinar
Join us for our Quarterly Platform Release webinar where we highlight the latest enhancements and updates to the Anaplan platform. In this session, members of the Anaplan team will walk through key capabilities released this quarter, explain how they support better planning and modeling experiences, and share guidance on…
ACE: Anaplan Workflow
Registration and events details will release closer to the event date. Join us for the third session in our Workflow Expanded series as part of the Anaplan Community Experience program. This session continues our exploration of Workflow best practices and builds on the lessons from the earlier events in the series. We will…
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…

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