User Experience
Discussion List
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NEW UX- BOARD QUESTION
Hi, question please. Would like to ask on why I cannot see the numbers when I open the phone app view while in web I can see the values? I publish KPI and used line item view. PHONE APP VIEW: WEB VIEW:
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Anaplan FCR - Ability to filter on import-map warnings within the mapping editor
In the Anaplan FCR map editor, users should be notified when there are validation warnings of already existing entries within a configured map they're attempting to open. More importantly, once the editor is opened, users should have the ability to filter on all rows with warnings. As an additional thought, users should…
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FCR - Improve Bursted processes
Hello, In FCR several things are missing or does not work has it should under the bursted processes : Major Issue : A stop task under a subprocess stops the whole workflow and not only the bursted one ⇒ this should be updated, or a specific "stop" task for bursted process should be added Major Issue : A restart of a…
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Increase the Breakback Cell Limit in Polaris (or Make It Smarter)
The idea Please raise the 1 million cell limit for breakback in Polaris, or rework how that limit is applied so it better fits what Polaris is designed for. The problem Polaris lets us build models with many more dimensions than Classic, and sparsity is no longer the constraint it used to be. That is a real strength, but…
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Management Reporting: Table cards should dynamically adjust the number of columns based on filters a
Problem In Management Reporting, the number of columns in a Table card is fixed when the card is created. When a dynamic filter returns a different number of items (e.g. fiscal years depending on the selected Version), the card does not adapt: If the card was created with few columns, additional items (e.g. FY29) never…
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New UX - Mobile App
I have designed a simple new UX Page (Page:A) so it can be viewed on a regular laptop / monitor size screen. This Page (Page A) is also viewable on the Anapaln mobile App (with no loading issues), but involves lots of scrolling to see the whole Page content I have been trying to design a simple mobile App friendly size…
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Does Anaplan XL offer a free trial?
Hi team, I’m interested in exploring Anaplan XL and would like to know whether a free trial or trial version is available for users to evaluate its features and functionality. If available, could you please share the process or requirements to access the trial? Thanks in advance!
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Refresh user interface in Anaplan Disclosure Management
Author: Alex Warrington is a Product Manager at Anaplan. Anaplan Disclosure Management now has a refreshed user interface. The DM Web App has been redesigned with a cleaner, simplified look aligned to the broader Anaplan platform, with updates to navigation, iconography, and visual consistency throughout the application.…
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Enforce Dependent Dropdown Validation for Pasted Numbered List IDs
Idea Description As a model builder, I want dependent dropdown rules to be enforced consistently across all data-entry methods, so that users cannot enter values that would otherwise be unavailable through the configured dropdown selections. Example of Enhancement I'll know this is successful when values that do not meet…
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How do you decide when an Anaplan module has become too complex?
As an Anaplan model grows, modules can gradually accumulate more line items, formulas, and business logic. At some point, splitting a module into smaller ones might make it easier to maintain, but it can also introduce additional dependencies. I'm curious how other modelers decide when it's time to split a module rather…
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Force to open template in local Excel from workflow
We have a few templates that are required to open in Excel. Users access these templates from a workflow. Right now they open the template first in the browser and next they have to download this to open it in their local Excel. Can we have a function (similar what we have in dashboard) in the workflow object to force a…
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Scheduled export of Reports and Pages from Anaplan
Can future development of Anaplan include the capability to schedule delivery of Pages and reports to individuals via email? This would be excellent for providing reporting views to management and would be a great benefit as well as match what is standard capability in packages such as Cognos or Hyperion.
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How to Edit the Hierarchy in MFP General Lists?
Hello Anaplanners, I need some guidance on how to edit the Hierarchies in the MFP - General Lists. The requirement is Rename the Level Use more Levels in the model (current model uses 4, want to use 6) The screenshot for the same is attached below for your reference. Selective access and Production Data are checked.…
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Landing page for Full access in UX app
The UX allows setting a landing dashboard for all the model roles except the default full access role. This is a step down in functionality from the classic dashboards where all roles including full access had the ability to set landing dashboards. This is causing a little bit of adoption hurdle as users with full access…
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Retention of Anaplan Native Time Data If It Is Present in the Model Calendar Range even on changing
I have a model calendar with current year set to FY27 which runs from Apr-26 to Mar-27 with one previous year and one future year i.e. FY26 (Apr-25 to Mar-26) and FY28 (Apr-27 to Mar-28). I have setup a current year time range with 1 year with Apr-26 to Mar-27. Now when I change the model calendar FY setting to start from…
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MFP - Unable to View the LRP Plan
Hello All, The modules in the MFP model (DAT010 - Retail Based Historical Actuals, DAT020, DAT030, DAT040, DAT050, and DAT060) are already available, and the data for the different plans has been loaded. However, when I open Page 5000 - Seed Long Range LRP and select Seed Selection = LY, the following metrics are not being…
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FCR - Consolidation rules : change account manually
Hello, On FCR, before the last release around 22 september, in the consolidation rule we could change account and movement manually. Now if there are no account fill, we can manually fill one but if an account is already fill we can't. We have to use the magnifying glass and select the account. It is a huge waste of time.…
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NUX multi-model pages
It would be great to have a NUX page that allows working with data from all the models connected to the page simultaneously, without having to select a specific model at the top of the page. This would be especially useful for model builders when creating control pages that show synchronization results and model statuses,…
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Tell us what your teammates need from your dashboards
As an Anaplan user tasked with helping your teams better understand their data through your Anaplan UX dashboards, we want to hear more about what your end users tell you. What kinds of visualizations are they are asking you for, what do they struggle with in accessing and understanding your data, and how you resolve those…
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Enhanced Grid interactions in Anaplan’s UX: What’s new in 2026
Authors: Steve Prendergast is a Director, Product Management at Anaplan and Gareth Riley (@GarethR) is a Product Manager at Anaplan. Grids are where the real work happens in Anaplan. Using grids, a planner can drill into a region's forecast, where finance reviews headcount by cost center, where a demo suddenly needs "just…
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Inform the user when its password needs to be changed
Dear all, Some times your system refuses us to log in. It seems it is because the password is no longer valid and has to be renewed. However absolutely no information is given to the user. Therefore he/she tries to connect again and again, until he/she thinks "oh, that should be the password that has expired". This is…
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Dependent Dropdowns on UX Context Selectors
I've come across this need more than once now so I figured I'd post it here for the Anaplan product team! We have a client who utilizes a primary hierarchy for a core list but developed the need to see the lowest level in that primary hierarchy rolling up to an alternate hierarchy of parent list members. In their Polaris…
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Conditional Formatting on Bar Charts
Is there a way to add a conditional formation on bar charts? I need to show past months in one color and future months in another color. I have the logic created and it's working fine on a grid but cannot make it work on a bar chart. Thanks
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Pivoting line items to the context selector in UX is exposing all line items from the backend module
When a line item is pivoted from rows or columns to the context selector on UX, it always shows all line items in the module in context selector, regardless of whether it is Classic or Polaris. This exposes all backend line items in the module.
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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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Latest enhancements in Anaplan Workflow
Author: Marc Donegan is a Product Manager at Anaplan. Anaplan Workflow can be thought of an indispensable workhorse: numerous teams rely on it to turn a planning process into a series of steps someone can follow, approve, and trust. But a workflow is only as good as the experience of running it and building it. If…
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Ability to auto-name PDF based on context when exporting from Management Reporting
When exporting a PDF - the name is always the name of the page as it appears in the app. It would be good if you could configure this so that it recognises the context of what you were exporting, but could supplement this with text. E.g. if you were exporting a board pack, you could select the context of "Europe" and…
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Stacked Column Graph
I would like to reproduce the above stacked column graph in Anaplan, but can't get the labels on the bottom axis to appear in the same way. The best I have achieved is this (I have limited the data selection to make the issue more obvious). I have two columns for each month, but it doesn't show which is forecast and which…
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Total positions for nested dimensions
Please add option to change Total positions order on rows/columns when nested dimensions are applied. Currently it can only be applied towards single dimension. When adding at lease two dimension, order becomes "Before" by default and the following error is returned when trying: "Cannot group totals on a nested axisSetting…
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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…
Upcoming Events
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Build Your First Optimization Models with Ease
Have you ever wondered how to solve massive planning problems with trillions of possibilities at the click of a button? If you have heard of Anaplan Optimizer and are ready to move past theory and see it in action, this session is for you! In this session, you will see: • The Core Elements of Optimization: A quick,…