User Experience

Copy % inputs to children (within a module)
Hi, Is there any functionality similar to breakback, but instead breaking the values (%s) equally accross children, i want to copy the value accross childres. I am trying to enter growth % at company level on a line item in a module, and i want that % to be copied accross departments (departments roll upto companies)…
Changing Font Styles
Hi Team, Could anyone help to me understand, is there any we can change the font size/format in anaplan dashboards. Regards, Devika
Open Dashboard Button from another Model
Hello everyone, I would like to know if it is possible (and how ?) to create an "Open Dashboard Button" on a MODEL-A which open a Dashboard from another model (MODEL-B) from a same workspace ? I hope my question is clear enough. Thanks you for your help and don't hesitate to ask more details if it wasn't clear. Have a…
Synchronized Paging for 2 same dashboards with 2 page selectors (Scenario comparison)
I am trying to compare 2 scenarios in a dashboard. For that, i need 2 sets of same models ( Revenue, Expenses , P&L models ) side by side in a dashboard. If i select a scenario, i want a synchronized selection for all 3 modules (expense, revenue, p&l) on the left side (which i can do by selecting checkbox for synchronized…
Deleting an index value based on the deletion of another index value
Can someone help me with, how we can delete an index, for eg : When I delete #index 01 then #index 05 should get deleted automatically.
Map Chart Formatting Pointing to the Wrong State (USA)
Hello, While trying to use the Map Chart to display Sales in Dollars by state, I noticed that the formatting and tooltip used in the chart is pointing to the incorrect state. For Example: In the picture provided, on the Map Chart, Colorado is being formatted and displaying sales based off of California data. From what I…
Dashboard - settings of initial page
Hi Everyone, When we set up our dashboard, we use "initial page" to put the default landing selector. It worked in the past. But recently we noticed that "initial page" can not be changed any more, after you publish the first time the dashboard. The yellow highlighted section is fixed to the "..." and can not be selected…
Providing AND operation in calculating a line item.
IF ITEM(Status1) = Status1.Test AND 'ModuleName1'.ColumnName1=Status2.Test2 THEN 'ModuleName1'.Value[SUM: 'ModuleName1'.Type] ELSE 0 Can someone help me with the above formula, Is to ok to use an AND operation for the above calcualtion.
Default value for page selectors
Hi, Could anyone please confirm, if there is any way to set default values to page selectors? My requirement is to get the top level hierarchy as the default value when a dashboard opens. Thanks & Regards, Devika
changing the axes scale
Is there a way to set the axes scale ( or min max level ) on the x-axes of the graph ? ( i do no think so , but how do you control the view of a chart ? in below example i do no want to see the negative. ) ( I understand that we do not have dynamic time scaling in graphs yet and i cannot control therefore that in this…
OEG Best Practice: Dashboard settings for improved model performance
Overview A dashboard with grids that includes large lists that have been filtered and/or sorted can take time to open. The opening action can also become a blocking operation; when this happens, you'll see the blue toaster box showing "Processing....." when the dashboard is opening. This article includes some guidelines to…
Graphe with 2 ordonate axes.
Hi everyone I would like to know how to add a graph with two ordinate axes (one on the left and one on the right) in a dashboard? Regards, Patrick
Designing a landing dashboard
Overview These dashboards are absolutely critical to good usability of a model. Dashboards are the first contact between the end users and a model. What SHOULD NOT be done in a landing dashboard: * Display detailed instructions on how to use the model. See "Instruction Dashboard" instead. * Use it for global navigation,…
Dashboard example: FP&A (OPEX planning)
Deal with monthly dashboards Many FP&A dashboards will need to display all 12 months in the current year, as well as Quarter, Half, and Total Year totals. Doing this is likely to create a very large grid, especially if more than one dimension is nested on the rows. Avoid this: The grid displayed here is what may be…
Validation for duplicate entries in a grid
Is it possible to show some kind of validations if I try to enter the same value twice. Ideally I just want to avoid duplicate entries in to anaplan
Can we set "Insert in to" pop up as a button action?
* We have got a pop up window for inserting child entries, asking for the count of entries. * Can I get this pop up on a cutom button click? * Attaching the screenshot of the pop up window herewith
201 - Intermediate Model Building Q. Region Goal Set override not syncing with Sub-region Goal Set
Hi I recently completed the 201 model building course (online) and I noticed during the exam that when applying an override of £8M to the Oceana Region (Region Goal Set module) in the 'Geo Goal Setting' Dashboard, the corresponding region was not syncing in the 'Sub Region Goal Set' section of the dashboard. I have been…
Dashboards Training Video for End Users
Hello fellow Anaplanners, Sonum International has put together a short training video on Anaplan Dashbaords for users with contributor access. It covers wide range of topics from opening a model to filters, sort, drill down, and (one of the latest functionalities) personal dashboard views. We hope this will be helpful for…
How we can avoid blank index numbered row, while we export the grid to excel or csv?
When we try to export the grid to excel or csv, we are getting blank rows with rest of the index numbers and with default formula. How can we avoid these unwanted values while exporting?
Dashboard Names- Bug
Hi there, I have noticed a bug that occurs with the title of the dashboard when using a dashboard's functionality. If I simply use the dashboard in the way it was designed and make no changes to the structure of the dashboard (i.e. don't open dashboard designer), the title of the dashboard still appears with the italicized…
Excel 2017 Addition in Anaplan
Hi Team, Is there any plan to add Excel 2007 option when we export data from dashboards. We have data more than 60K and excel option will not allow us to export complete data. To be more specific, we don't want to see it in CSV and text. Regards, Devika
Compare and Sync Error
Hi Team, I have performed below steps in Anaplan for one of my code change. I have one test model and production model. Both were compatibile and in Deployed mode. To move some changes to prod, I have followed the below activity. 1. I have used "copy and archive" option to archive production model and deleted the same. 2.…
Dynamic graphs/charts on dashboards
Is it possible to place a chart or graph on a dashboard that is linked to a dynamic period, and so auto-updates as time passes? e.g. rather than the dashboard graph permanently showing sales figures for Jan, Feb, Mar 2015, it shows data from the past three months, updating itself each month?
timeline chart with multiple start dates
Hi, i assume it is not possible to have a time line chart which has multiple timeboxes per line item? ( since there is only one start data and end data possible ) ? assume i am not the first to ask , but i could not see easily from the information available. if it is possible, can you explain me how ?
How to apply filter in a line item (subsidiary view)?
I am trying to apply a filter in a line item, which is used list as format and is subsidiary view.
Posting User Role to a Dashboard
Hi, I have created a module with Users dimension and a LI formatted as the Users list to show me the current User. However, we have a request to show the User Role on our landing Dashboard so that the logged user knows what are his rights. Is it possible to show any details (like the User Role) related to the logged User…
Showing validations for mandatory fields.
If I forgot to enter a value or made it as blank in a cell in grid, how can I show a validation or something that will prevent me from saving that particular grid without that data. Can somebody please assist me in getting a workaround for the same.
Sales Crediting
I noticed the SPM decks at Hub were referencing Sales Crediting as a major use case. It is something I want to explore more for our build but I haven't been able to find any documentation or collarteral relating to that. Does anyone know any successful use cases centered around this type of use case?

User Experience

Discussion List