UX

Allowing Documents (pdf, excel, word, ppt) attachments in Anaplan
It will be helpful if there is capability to attach Documents (pdf, excel, word, ppt) in Anaplan. Many planning decisions/inputs need supporting documents as attachments.
How to set automatic refresh when filter is updated to new value
Hi All, As I was building the UX Pages and came across on roadblock wherein each time when I change country and segment in field card I had to refresh the page again to get new country and segment values. Please requesting for inputs on how to set automatic refresh when I change the filter to new country and segment Below…
Gantt Charts not working properly in Polaris. Told to create a composite hierarchy?
Created a gantt chart in Polaris. The underlying module for the chart has 3 dimensions: Customer, Product, Promotion. On initial refresh of the page, the gantt chart displays as per screenshot 1. If you update one of the selectors, you then get screenshot 2, BUT if you decide to do a full browser page refresh you get…
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…
Export Pages as PNG files
Having the ability to export pages as PNG files not just PDF would allow us to embed them within in the email giving a more professional appearance than having an attachment, this would also make it easier for stakeholders to read the reports / pages on the go within the email rather than having to download the pdf and…
Allow the approver to be selected from a module, on the workflow decision template
I would like to be able to select my approver from a module, in the same fashion as for the tasks. Otherwise, I am not able to use the functionality in complex approval flows.
what Conditional formatting logic to be applied to only highlight highest valued cell and lowest
what Conditional formatting logic to be applied to only highlight highest valued cell and lowest valued cell in a given line item?
Dynamic Aliases for Line Items (and other objects)
We are currently experiencing considerable product complaints from key stakeholders and project owners that need dynamic aliases, and for them to be dynamic (formula driven). The closest Idea exchange in the community can be found here. Competitor tools like IBM and Oracle, have this capability. An example of a specific…
how can we decide the order of data while displaying them in grid in a reporting slide
so if I want to compare line item values for A,B,C,D,E but i select them in order of BCDAE for displaying in grid in the management reporting slide feature of Anaplan. How can that be worked out?
Allow user to have more control over expand/collapse feature in context selector of NUX
The newly released expand/collapse context selector for pages in the NUX does not seem to "hold" the choices within the selectors. For instance, if I collapse all levels in the context selector, I would expect those levels to remain collapsed the next time I open/refresh the page. However, when the page is closed and I…
Right-Click + Copy Doesn't Work on Grids
From what I can tell, right-clicking and selecting copy on a grid will always return this warning: Is there a reason why that right-click + copy is an option on a grid if it will never work? Or is there different behavior between right-click + copy vs CTRL-C?
Behavior Change in UX Pages - Double Click to Active Dropdown menus?
Has anyone else noticed that list formatted line items now require a "double-click" to active the drop down selection menu? I haven't found any documentation highlighting the change in behavior but the cell would previously active with a single click. Will take some getting used to as users may perceive they don't have…
Level 2 Sprint 3 - 3.4.4 Stock Exceptions UX
Hello! I am struggling to complete the 3rd grid for the stock exceptions review UX. It is not syncing with the Region context selector. Grid 1 and 2 seem to be working correctly. Grid 1 and 2 pull from INV02 Country Summary Grid 3 pulls from INV01 Inventory Ordering INV01 doesn't have a geographical dimensions, I'm not…
New UX and Management Reporting: Recommended Visualizations
When creating pages and reports, if you have already published a grid to a page, it would be helpful for Anaplan to suggest a visualization that corresponds with the published grid. Depending on the data, Anaplan would suggest the visualization that is the most meaningful to telling a story related to the data. (Bar vs…
Maximize cards on Boards
It would be great if we could have a functionality when setting up boards, where the user is able to maximize a card by clicking on the title header instead of searching for the maximize icon on the right. This will enable us to display forms / tables in the "hide card preview" mode, which can be easily expanded when the…
Show Reset Page button next to the Context Selector
The Reset Page button provides more functionality and is useful for our Users. However, it is hidden in the more options accessed via '…'. It would be great if it can be exposed next to the Context Selectors Ability to hide the current Reset button to avoid confusion.
Rank by Student Names (alphabetic order)
Hi Had a module with student names and few other attributes. None of the attributes have number or date (which i can use for Ranking), can we rank the data just by alphabetic name order of the students? The reason i would like to use name to rank is because the data is dynamic and with students coming in and/or going out…
NUX Dashboard Column Charts - Change default legend label "Series 1" when no value returned
The scenario is that we have created a stacked column chart which was synced with context selector or a filter that we added to the module. If the filter (or context selector) returned no value, an empty chart would be displayed with a default legend label “Series 1” on the dashboard. This default text displayed on the…
3.4.3 Activity: Create Country Summary Module ux page conditional formatting
hello I am stuck at this because I don't find the proper conditional formating option in custom view to create the above said condtion to highlight great than 0 ; what i have is to write min and max value
3.5.5 Activity: Create Distribution Center Summary UX Page
Hello Can anyone help me how to get rid of the values in the line items in product SKU by Distribution grid ? i have created a saved view for distribution centres which is has values . but to get the final results to show only the dimensions without values how it is possible as per the requirements ? even if i turned on…
3.6.1.1 Create Product Supply Manager Role
Hello can anyone help in saying the the logic how to apply these conditions ? first create the roles and give the read write access to the modules ? create access control module for products and SKU and map their names to it ? how ? im totally confused how to do the logic when to create access control module( DCA) and…
Display who is editing and viewing a UX page you are in
It would be helpful to display who is currently online and indicate which users are viewing or editing a grid within a dashboard and worksheet for a selected context that you are also in. If a user enters input in a different context, at least inform you that they are on the same page. This function is similar to other…
Clear filter/sort on User Logout
Filters and sorting must be manually cleared. This is an issue with our implementation as users that are not in the system frequently will forget a previous filter is applied and overlook data that was previously filtered out. At best this causes some confusion and lost time, but can also cause significant delays in…
New UX - Waterfall charts - missing totals
Hi! We are currently trying to incorporate waterfall charts into the reporting we pull from Anaplan. An issue that we encountered is that when we try to hide any negligible line items (show up as 0 when rounded up to millions but not actually 0) the total disappears. Is there any way to keep the total even if we hide one…
Concatenate Row Titles
When creating a chart in NUX with more than 1 row dimension, only the top level row entries are displayed as labels. An improvement would be to allow the ability for the user to display all row levels of the chart in the labels so that chart lines/bars etc. within the same top level row dimension can be differentiated.…
UX (board) : Grid - formatting by list levels
Hello, It would be great to be able to apply level formatting for hierarchical lists, as is already possible for lineitems summary and row and colunm headers. The idea would be to apply different formatting for data and item names for each level of a hierarchical list, which could be combined with the formatting already…
Community perspective: How to maintain corporate brand standards in Anaplan
Overview One responsibility of a marketing team is creating and regulating the corporate brand standards. Logos represent the most recognizable part of this tool kit, but the choice in color can be equally important when consumers are challenged with recognizing popular companies. McDonalds: Red & Yellow. Starbucks: Green…
Option to have borders on all card types in the NUX
Presently we do not have an option to add borders to any of the cards. With the option to add different types, thickness, colors of borders would give us more flexibility in designing.
UX Formatting for List Items in Rows
For ease of reading tiles in a UX page would be great to be able to format levels of a hierarchy as different colors. For example L1 might be grey, L2 might be blue, L3 might be yellow, etc. Allow user to choose the colors for each level of the hierarchy
Why am I not able to add line items in a New UX form for a subset list?
I am not able to add line items in a New UX form for a subset list. Am I missing out on anything or is this functionality not yet available in Anaplan?

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