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Expand/collapse for hierarchies on columns and line items
The new expand/collapse functionality for hierarchies on rows is a great improvement! It would be helpful to have the same functionality when a hierarchy is pivoted to the columns. This would give users more flexibility in how they structure a view while still being able to hide or show detail. It would also be useful to…
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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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FCR Security profile access based on dimension property
In order to optimise the way profile acess is granted, especially on huge groups with several reportings based on different reponsability scopes, having the possibility to grant acess dynamically to a group of entity based on a property would be a significant gain. As an example on entities, if you want to grant acess to…
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FCR - Entity alternated hierarchy use
Currently the entity alternate hierachies are not used as they should. Several issues are encountered when using those : Validation reports and Intercompanymatching report can not be filtered using this alternate hierarchy. Whereas it is only a matter of what members you want to see. When using the alternate hierarchy on…
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Sleek reports on small screens: how to configure management reporting on mobile
Author: Amrita Gopalakrishnan is a Product Manager at Anaplan. With the February 2026 release of Management Reporting on mobile, Anaplan page builders can now deliver beautiful, structured report pages directly to smartphones and tablets. Crucially, this requires zero additional mobile-specific page configurations. Any…
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allow users in model view to see where other users are in the model
when multiple users open a sharepoint file, sharepoint has avatars at the top right showing: who's in the file/location where in the file they are and whether they are making changes, or just have it open it looks something like this: anaplan should also have this function. when multiple model builders are working thru the…
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Conditional Formatting on Booleans
As a model Builder I would like to use Booleans as a Basis for Conditional formatting. For example. I have a Boolean/ Checkbox which indicates that not all fields in a new Item/ setting has been filled. I would like to be able to use that boolean directly instead of reverting to a number. The advantage would be to save on…
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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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Support for Dual-Axis Charts in Anaplan UX
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: Currently, Anaplan UX charts support only a single Y-axis. This makes it difficult to visualize two related metrics with…
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Hide Column Headings for Grid Cards on Board Pages
Would be great to be able to hide column headings on board pages - sometimes need to have two tables that have the same line items / time periods but I don't want to waste page space on duplicating them. Or the very least be able to "shrink" the top row like you can for columns.
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Level 2 Polaris Sprint 3 Exam Question 7 — all answer options marked incorrect
Hi everyone, I am taking the Level 2 Model Building (Polaris) – Sprint 3 Exam and need help with Question 7. Question: “Using the Distribution Center Summary UX page, in March 2025, which Distribution Centers have Stock Exceptions (All Products)?” The answer options are: San Francisco, Dusseldorf, Melbourne, Marseille, and…
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Level 2 Polaris Sprint 3 Exam – Question 1 (Need Help)
Hi everyone, I'm stuck on the first question of the Level 2 Polaris – Sprint 3 Exam and would appreciate some guidance. Question: In the INV01 Inventory Ordering module, which of the following are used to guard the Final Shipment Amount line item? (Select all that apply.) I've already tried multiple combinations of the…
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User Dependent Dropdowns Across Dimensions
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: As a model builder and end user, I want dropdown lists to dynamically filter based on selections in other fields, so that I can…
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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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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.…