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Collapse / Expand Hierarchy Functionality in Modules and UX Grids
In current standard grid modules and UX Grids you can't Collapse & Expand hierarchies of Lists/Line Items/Sublist like you can do in Excel (see below). Considering that sometimes hierarchies can be huge or you want to Collapse one part but Expand another - it would be good to have such functionality
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Level 2 Sprint 2 Exam
I passed my Level 2 Sprint 2 exam but I got 2 questions wrong that I really would like to know why I got them wrong. I went back and looked at the videos and articles suggested but I still got the questions wrong. Who do I go to in order to get clarification?
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Loss of Functionality in UX
The newest UX update took away the ability to toggle straight to "Open this in another tab" out of the left window menu. I used to be able to right click "Journals" for example and choose open in another tab and that is now gone. I'm hoping that there is a plan to restore this functionality.
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February 2026 platform releases and what’s next
Check out the latest Anaplan feature updates and enhancements in our February 2026 official release notes. There you'll find information on: User Experience Board Insights Panel Management Reporting on mobile Custom action buttons on mobile Modeling experience Four digit calendar Forecaster Holiday calendars UX pages…
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New UX: Can Context Selectors Drive Parent Choices in Form Created List Members
Hi everyone, I have a very specific new UX question around context selectors and their impacts on the UX. I've created a list hierarchy with a numbered list at the bottom. This numbered list represents something not unlike transactions. I've created a form in the new UX to allow for creation of these new transactions, with…
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Remove space/indentation from list items when parent levels are hidden on UX worksheet
When parent levels are hidden on worksheet, there are a lot of white space for list items which is a big waste and also not good visualization. See screenshot below. It'd be great if the space will be shortened or removed when one or more parent levels are hidden/deselected.
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Context Selector Expand and Collapse: Set Children Default: Opened or Closed
Background: The first click of a context selector on a NUX board the entire hierarchy opens out all levels right down to the lowest level. This means the user (all users, but focused on business/end users, executive-level) has to manually collapse each level they are not interested in seeing to navigate to the area they…
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NUX or Old - Add Jump to Section (Text Object) Functionality
As a user, it would be nice to add a jump to section functionality on either the pages in the NUX or the dashboards of the old UX. Some dashboards can be quite lengthy and scrolling becomes difficult when you have to navigate your mouse into the white space (as you scroll down) to avoid any published module views that…
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Configurable default selection for context selector
I recently had a question from a client who asked if it was possible to set a default list member (or the top level of a list, eg. all products) as the default for the context selector at the top of a page. They wanted to be able to select a particular layer, list member or top level of a list and always have it revert…
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Shared Pages Across Multiple Apps
The Idea Allow a single page to be surfaced in multiple apps simultaneously — appearing natively in each app's home screen and dropdown navigation — without needing to duplicate the page itself. The Problem Many organisations structure Anaplan around multiple business unit-specific apps, but have pages that are truly…
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End user engagement & communication: Getting people to actually use Anaplan
Author: Mikhil Agarwal, 7x Certified Master Anaplanner and Delivery Manager at VISEO USA Inc., New York. Anaplan has a unique ability to bring teams together around a single, connected view of the business. When implemented well, it becomes more than a planning tool and becomes part of how decisions are made. However,…
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"Select All Search Results" option for filtering the list line item in Grid Card
Hello, As a representative of people working with Anaplan on a daily basis, I would like to add an option to select all search options for List Line item in the grid card. Our users often search for items based on a specific phase in the product description or product name etc. These items are added to the lists line item…
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Save user specific adjustments to column widths in a grid on a 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: Users need the ability to save adjustments to column widths that they make within their module views of a UX page and have those…
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Job Aids During Discovery Phase?
Hi Everyone, Are there any documents/job aids that summarize the key questions to ask clients during the Discovery Phase? I'm referring to more specific questions than the broad overview in the Anaplan Way. For example, there are great posts here with questions you could ask a client when figuring out what dashboards they…
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Automate pdf Export
Hi, The new UX looks great and I know it has the ability to export a dashboard in pdf format. Is there a way to automate this process? I want to schedule some reports to be exported as pdf files to a cloud location or send as attachments to an email distro list. Thanks for your help.
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Expand and collapse items in a grid
As an mobile builder and as an end-user I want to expand and collapse hierarchy rollups and line item summaries So that I can more easily consume grid data.
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Group/ungroup columns/rows in New UX
Please, add a possibility to group columns / rows, like in Excel.
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4.8.2 Activity: Import Data into E2 Employees# List NUX
In the NUX everytime I try to import the employee list it doesn't display the name. I am correctly importing but it continues to show the employee names as numbers. Please advise
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Aligned by Design - A proportional cascade framework for multi-level forecast reconciliation
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 enterprise planning and forecasting, we aim to produce statistically sound forecasts at multiple organisational levels (e.g.…
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Aggregate planner commentary together with financials as insight rolls up across the organisation
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 planning and forecasting processes, large volumes of textual commentary are captured at detailed levels (e.g., line items,…
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Time Period Formatted line items dependency on Time Range
Currently dropdown for time period formatted line items shows all time periods for Model Calendar. There should be an option to make them dependent on Time range applicable to that particular Module/Line Item. For Example: If Model has 5 years, a Month formatted line item will show all 60 months in dropdown even if that…
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NUX Show/Hide for line items as selectors under the grid
Hello, the request concerns Line Items as Page Selectors in NUX. It is great that we can use show/hide functionality when Line Item is displayed as Context Selector on top of the page. If I have 5 line items, but 3 of them are technical and I want to let users toggle only between two, I can do that. This also limits my…
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New UX: Dependent Dropdowns on Create Forms
We are in the midst of creating a PoC for a client to update their current planning process from classic to the new user experience, and want to take advantage of the create form, where we can add a project to their projects list in a specific subset, and make line item selections for the new project added. Currently, any…
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Dependent dropdown availability in a New UX Form
Hi I have created a Form in the New UX which contains 2 list formatted line items - L1 and L2. The lists have a Parent-Child relation, so I have set the selection in Line Item 'L2' to be dependent upon the selection in Line Item 'L1'. This works well when we are making the selections in the module grid, but when we select…
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"No data" in UX page
Hello all, I’m having an issue in a UX page where a ‘No data…’ message appears, even though I’m normally supposed to display the code and description of an item. The only way to make the data appear again is to clear the navigation data. But I have to do this several times a day. Has anyone already encountered this…
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Show all data labels in graph
In the NUX, line chart will not show data labels that are within 0.5% of each other or bar graphs that are within 3% of each other. This is a big issue for reporting purposes in the apps as it's hard to compare various KPIs and metrics to each other in the same period. This primary affects business/end users. We need a…
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Anaplan Access (Beta). Build Guide for Page Builders.
Hi All, I got Anaplan Access (Beta) then downloaded New UX Training Model v2 (I found link at Build Guide for Page Builders). But I can't find create an app button on the app page, if I'm doing something wrong or beta access do not include page builder access? Thanks, Sergey.
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Turn off Show Comments Summary Panel?
Is there a way to turn this off? What is the point of allowing all users who have access to a page to see all Comments? Unless I am missing something, this Show Comments Summary Panel is not security access dependent. All users who have access to the page can see the comment. This fact is even confirmed via the "Who can…
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Issue with double counting bed types
We added new bed types to eventually move from the old "All Beds, single, double" I inputted the data into the new bed types Went to double check flow into other modules and found that they are being double counted even though I blanked the original columns out. I am not sure why it is still counting All Beds even if it is…
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Posting Action/Process Details to UX Pages or Dashboards
Some background info: my tenant has around 30 model builders and over 100+ end users who are not model builders. We employ a hub - spoke model structure and often times the non-model builder end users will need to run actions from the dashboards or UX pages and are unable to see the most recent run details since those are…