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User wants to change the employee's department.
Hi, There are lists (Department and Employee where the Department is the parent of Employee). I want to make a UX page where the user can select the employee and change his department, therefore details of the employee such as salary will reflect in the new department. Please let me know how I can achieve this. Thanks in…
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Schedule automated Anaplan notifications
As a Page Builder/Integration Administrator, I'd like to be able to schedule Anaplan native UX notifications. This would allow me to send native (instead of email) notifications to a set of users (hard-coded or lineitem-driven) about a predefined page. I'd like to be able to have different scheduling options, each being at…
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Display which UX Pages Actions have been published to (per existing classic dashboard functionality)
Hi Anaplan - I was hoping that, similar to what is already done for classic dashboards, there could be a column in the Actions tab which indicates which UX Pages each Action and Process has been published to. This would be massively beneficial (as inferred by its existence for classic dashboards), and seems to have been…
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UX Page auto refresh when Cloudworks runs the data import
Currently when a cloudworks job update data in the module. The data in the grids does not update unless you manually refresh the page. This creates a not so ideal User experience. Ideal experience will be to auto refresh the grid, it does happen automatically if the actions is model import, export but not with cloudworks…
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UX - Link to Pages
Hi , I have created a page in 'Model X' and a page in 'Model Y' and I have to link the page from 'Model X' to the page in 'Model Y' so that I can redirect to it and have a look. Is this linking possible between pages from different models ? If so, could you please guide me through the process to achieve it ? Thanks…
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How to Make a Line Item Manual and Highlighted Yellow
Hello Anaplan Community! I have a question about adding new line items. When I add a new line item to a module in the backend of Anaplan, how do I know for sure the line item will be manual entry and shown highlighted yellow in the app page? For example, in the screenshot below I inserted the highlighted line item and as…
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Classic > NUX - Select levels to show on page when using same module for different cards
Hi - looking to get some community input on our attempts to transition from classic dashboards to NUX. The scenario, A common use case we relied on in the classic dashboards was that we could apply 'select levels to show' on a list within a module, pivot that list into the page dimension and the dashboard would respect the…
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Option to leave no gap between two grids & others on NUX (see pic)
Please refer the picture below. It would be nice to have the following features to make the dashboard look professional: Ability to leave no gaps between two grids Ability to color background of titles. I have done a workaround to able to color the headers in the image below Ability to show/hide…
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Enable “Ctrl” + mouse single click to select multiple cells
Hi team! We find that Anaplan’s NUX Page is missing the function of adding up multiple separated cells and show the sum value on the bottom right corner of the page. This is a useful function when users want to see the sum of a number of cell values that are not adjacent. Solution: Enable “Ctrl” + mouse single click to…
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I want to be able to click a cell in a grid to update context selectors in the NUX
On a page where my context selectors are the dimensions of a grid, I want to click into a cell to update all context selectors, not just be able to click into the headers of rows/columns to update a single context selector. This would allow users to make the UX journey smoother and save time by dynamically updating more…
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Static Column Width & Autofit - the Minimum Column Width Idea
Column Resizing! It is finally here, the folks looking at large numbers will be able to see the entire number. I am clearly excited after 4 years this finally came out. This enhancement is regarding what the UX does when you do a fixed column width. In the screenshot, I have fake time in the columns which has a dynamic…
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Management Reporting Page - Slide size change to 16:9
As a page builder, I would like to be able to select the slide size (4:3 or 16:9) when creating a management reporting. Slide size in (Management) Reporting, both within Anaplan as well as in the .pdf export, is currently 4:3. However, the new standard format of slides nowadays is 16:9, as this format fits the screen size…
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Problem by selecting Zone with my Export button on UX page
Hello, I have created a UX page, and I would like to add an export button in it. The export button should export : Fixed unit of measure (here PAL or TO) : I would like 1 button for PAL and another one for TO Flexible Country Zone : Depending of what it's filtered by the user I succeed to do the first point, however I…
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[First Look] Create page
Feature: Create Page Release Date: 02/28/23 Impact Assessment: Tighter link with UX What is changing? A new button is available in the Pages interface called “Create page” that gives you the ability to create a page in an existing app. Once the button is clicked, a new tab will open that will allow you to setup and design…
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'Not Between' Filter in the UX Grid Card configuration
We often use filter to remove small numbers eg less than -$100k and greater than $100k but to do this we have to do 2 filters which is not ideal / best practice. Are we able to add Not Between in the UX Filter so we can only do 1 filter for each grid. Thanks.
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NUX Pages Visibility and Editability
AS IS: If a NUX page is associated with only one model, the page will disappear when the model is archived or deleted. TO BE: The NUX page must remain visible, accessible for viewing and editing, even if the linked model is archived or deleted, so that you can link the page to another model, read the text blocks, check the…
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Design and Build a Great User Experience
Thank you to everyone who attended the UX training session, Design and Build a Great User Experience. This discussion is meant to be a place to share screenshots of Management Report slides that were built as part of the course. Even if you didn’t attend the session, feel free to share any reports you’ve created. We are…
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Assistance needed adding a column filter to a UX custom view dashboard
I'm trying to add a filter to the columns of a UX custom view and not getting the expected results. Any assistance would be appreciated! Purpose of model – allow users to allocate employee salaries to multiple locations. Model hierarchy: C1 Company C2 Balancing Unit C3 Cost Center C4 Provider (these are the employees) We…
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Filter window/panel should close when clicking "Apply"
Hej The Filter window/panel should close when clicking "Apply", rather than having to also click on the "X". As a user I want to apply several filters to a grid and then click "apply". With clcking "Apply" I expect the filter window to close, so that I can better view the data to which the filter was applied.
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Improve Context Selector NUX
Hej, The context selectors should be improved in following ways As a User, I need the upper levels of a hierarchy in the Context selector to freeze when scrolling. This is so that I always can understand where inside the hierarchy I am when selecting the the item to display. As a User, I need the Font of upper levels of a…
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Anaplan UX design top tips collection and references
Author: Alessio Pagliano, Certified Master Anaplanner and Manager - Solutions Architect at Spaulding Ridge. The purpose of this short article is to provide a collection of design top tips and references relevant to the user experience. Have you ever faced one or more of the following challenges during your implementations?…
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Allow model builders to create formatting templates
Add a functionality for model builders to create templates for modules. Pain point: within our organization we use the same customized formatting(background and font colors) for all modules. Every time we must set up formatting manually. We would appreciate the possibility to create a customized module template. Thanks,…
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Issue with viewing an Image in a Page after Export PDF
Hi All, I exported in PDF a Page in the NUX with an image Card containing a Company Logo (which is visible online) and the image is not exported. Do you know which can be the reason? Thank you, Joana
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Option to set default label height on Boards of NUX
We have to manually change the label height for each and every card on the Boards of NUX from the default of 3 lines. This consumes a lot time and effort. An option to be able to set a default label height would be so useful.
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Option to change card type
Option to select a card and change the type of the card would be a nice to have feature. For example, selecting a grid card and changing it to a chart. Presently we have to delete the previous card and create a new one. Meaning reapply filters, reselect line items, re-pivot the dimensions, re-select the levels to show.
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Option to insert shapes for Boards in NUX
The option is presently there only for Management Reporting. A similar option for boards will give us much more flexibility in designing
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Bringing the UI to life! Icon and Image Resource
This is a cracking site for finding icons ready to download - I have included the specific area for UI based icons here, but check out the whole site! Free and easy to download. Get your users engages and make it easy to navigate your Anaplan application.
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Application Lifecycle Management for the User Experience
Application Lifecycle Management (ALM) enables your governance, development, and maintenance of Anaplan use cases. You can now work with ALM features in Anaplan’s User Experience (UX) to manage the lifecycle of your pages alongside that of your models. With the UX, you now build pages inside apps. Apps contain all the…
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Line Item Subset: include non-numbered members, boolean only for dynamic filtering
Using line item subsets to filter line items in and out of a view is very helpful in giving users the ability to change their view in a single click; however developers are limited to Number-formatted line items. Giving the ability to add non-numerical items to a LISS and limiting the format of a line item dimensionalized…
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Current page option in the context area for a context selector filter
I would like to apply a filter to a context selector to use a filter dimensioned by what is also another context selector and wanting the filter to update with what is chosen from that other context selector. For example: I have a list as a context selector and time, which I only want to show the items chosen in the list…