UX

Model Builders & SAs: Help us understand your model optimization processes.
The Anaplan User Research team wants to better understand the model optimization process, including view clean-up. We are looking for model builders and solution architects to walk us through the process of optimizing/cleaning models. During a 60-minute remote research session, participants will be asked to share their…
Sort UX Grid Based on Hidden Line Item
Give users the option to sort a UX grid based on a line item that is not available in the visible grid card. This would be helpful when a module has a line item that compiles multiple line items into one sortable line item, but the sort line item is not required for UX visibility.
Media Card
It would be better to have Media Card similar to that of Image card Instructions can be provided to End Users through a short video Media card shall have toggle arrows for expansion/collapse Can use this to send updates/information too Thanks, Vamsi
Used in Pages (Apps) column
On the Actions and Modules tab, similar to the 'Used in Dashboard' column it would be useful to have a 'Used in Pages' column which shows where action or module in used.
Edit default column width in maximized view
The ability to edit and set the default column width in maximized view would improve the user experience immensely. Now users need to adjust column width every time they open a maximized view which is very inconvenient.
New UX app migration using card template
Author: This blog was contributed by a consultant with Deloitte. One of the key components of ALM functionality is the deployment or migration of code from a Dev model to Prod model. Since Anaplan does not provide an ALM sync for UX changes, the most common approach used is creating duplicate copies of Dev pages and…
Conditional Formatting for the text/number
Hello, I'm wondering if there is a way or workaround to apply conditional formatting on the text or number itself rather applying it to the cell. Example: Red color text/number for negative figure would looks more clean when it comes to detailed reporting. Any ideas would be much appreciated! Thanks!
Dependent Context Selectors Workaround?
I need to enable dependent context selectors. For example, different Stores sell different combinations of Product Categories: Store A sells Widgets and Store B sells Widgets and Oodles. Using context selectors, I want the Widget manager to switch between stores, but only see Widgets in the Product Category selector. I…
[UX] Ability for Context Selectors to Default to Highest Level?
Hello, Is there functionality to have context selectors default to the highest level in the UX? When a user moves from page to page, the context selectors are synced to the prior selection. However, we just want the Total to automatically be selected whenever navigating to a new page. We have the grids/charts in the page…
Management Reporting Demonstration
Sarah Roberts shares how she has implemented Management Reporting in her role at the City of Tallahassee's Office of Resource Management.
Assign action in NUX – the ability to review already assigned elements only
Context menu of Assign action in Classic UX allows users to see all the list elements already assigned to the selected parent element in one place - the right panel (Screenshot 1). This view is very convenient for many users. At the same time, in the Assign action menu in NUX already assigned elements are displayed…
Improve Drill down functionality to display the right figures
Issue : Drill down functionality doesn't display the correct value when using SUM. Let see an example : Drill down display the wrong result. Expected : Displaying only relevant data that contribute to the result (30 in my example)
NUX Drill-Down side panel: hide or fold the Formula section to end users
When we drill down from a grid, if there is an underlying formula included in the path, the corresponding level will also show a “formula card” in the side panel above data. Since this formula is irrelevant to end users which may cause confusion, it should not be visible to end users. So, proposing potential solutions that…
The art of the possible: Predictive profitability
Achieving and maintaining predictive profitability is a common strategic imperative. Anaplan can help organizations with this strategic imperative more effectively manage and optimize their margins. Doing this effectively crosses finance, sales, supply chain, and marketing. Anaplan allows each part of the business to…
Forms dependent dropdown by calculated line item
This information was shared in the August 2023 release notes. Dependent dropdowns in forms: Page Builders and Model Builders can leverage relationships between different lists when creating new items using UX forms. No additional modeling is required as forms will automatically respect the rules built into your line items.…
Filter multiple dimensions as rows
Hi team, Im working on a rolling forecast module and have the following dimensions Versions (page), Time (columns) and Cost Centre, Gl and line items as rows. one of the line items is an input called temporary variance and a requirements is that across all time that the temporary variance sums to 0. My problem is, I cannot…
How to hide line items in UX avoiding repetitive hide UX command
Hi all, I am facing an issue I'm pretty sure many of you already have dealt with. The columns Cost Center, Responsible, Employee Name, Labor Cost are line items. I wish I could show the cost center, responsible, employee name, labor cost line items only for the first project (1-Av-Bc - Argus V1); in short, I need to go…
Option to Align Card Contents
It would be very helpful to be able to right, left, top, or bottom align items within cards. This would apply to actions, images, etc. that currently auto align to the center of a card.
NUX (User Experience) Worksheet filters -- PLEASE include "ANY" filter
This request was initially posted in October 2020 in the following post: Worksheet Filter AND / OR logic — Anaplan Community It's only received 16 upvotes and I'm posting this here to bring attention to this major gap between the filtering options in Classic Dashboards vs. the NUX Dashboards. As shown below, classic…
Make personal pages more stable rather than relying on cookies
Currently, if a user makes modifications and saves a personal copy of a page, and then clears their cookies/history, those changes will be lost. The personal copy will look exactly like the base version of the page. This is problematic because many times when resolving technical issues with their browser, they may be asked…
Quickly add/remove/change models for pages that are linked to more than one model
Currently in the UX manage models area, you can quickly change the model connected with a page if that page is only linked to one model (green X). If that page is connected to multiple models you can't (red X). Propose increasing functionality to allow quick add/remove/change options in the UX manage models area. We…
Can't submit another request
A user that has workspace admin access submitted a few requests and then Anaplan no longer allowed them to submit another request. This user still has full access as a workspace admin and no DCA has been activated for them. Any suggestions?
My Pages Bypassing User Role Access
My organization has been using Role Access on the New UX app pages to open/close certain processes that our end users complete. For example: Funding requests for the next fiscal year are only solicited during a 3 week timeframe. We assign access to the user roles which need to access the app page(s) and once the period is…
No workspace admin, no access to UX page
Hi all, I'm currently facing a page visualization issue. The model has been set to have three kinds of page visualization: Full access, access to all the page, used by us anaplan consultants Corporate Role, access to all the pages, used by the managers User Role, access to some specific pages only More importantly, the…
Building Box New UX - warning icon
Sometime we get a little info icon in the bottom left corner indication we can’t do the function or something wrong. Unfortunately it doesn’t tell us what is wrong. Tried right and left clicking on it and nothing. Are we able to make it bigger and be able to pull back why we are getting it? We get this function in building…
View more decimals precision when hoovering/selecting a calculated cell
Hi all, It would be great if in the UX, an end user would see all the decimals precision (not only the decimals precision as set in the number line item formatting) when (s)he hovers over a calculated cell or when selecting a calculated cell. Currently when a calculated field is referring to values from other line items…
Input dialog box to enter new list item on Dashboard
Hi everyone, is it possible to make something like below scenario. On dashboard, user able to add new list item on numbered list by clic k a button, after clicking the button, there will be a popup dialog box for user to enter list item name ( in this case, display name property ). if possible, can anyone direct me any…
3 5 5 activity create distribution center summary ux page
Hi y'all, I need help creating the Product SKU by Distribution Center grid for this activity. I can't can't figure out what module to use or how to pivot it to get these results. Any help would be greatly appreciated.
Filter not working in UX
I added a time filter for this module expecting the card to populate in the UX. I only want FY23 and 24 as options for selection. It works on the model builder side but the card keeps populating FY22 in the UX despite me saving the view.
Limit on the number of variance columns I can add to a table
It seems that I can only add a maximum of 10 variance columns to a Management Report table: It would be really useful to be able to add 12 as I'm trying to show variances for each month. Is there any way I can add more?

UX

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