User Experience

When should I produce a report versus a dashboard?
There are many times when I am trying to determine the difference between using a report (via the Excel Add-in) or a dashboard. So, what's the difference? Reports Reports are general management formatted reports that are distributed, think "board packs." They are: * Generally static in nature and have the same elements…
Best Practices: For end users
Here are some great tips from Anaplan Solution Consultants on helping out our end users. What have you learned? Share below! - Use the green dot menu functionality to: * Narrow the focus of the content/data in the model * Filter dataMaximize the view of a grid * Search selected grid for details * Set percentage sizing…
Best Practices: Designing Dashboards
Here are some great tips from Anaplan Solution Consultants on designing dashboards. What have you learned? Share below! - Questions to ask the customer and yourself: * How does their use case determine the dashboards needed? * How does the model flow? * How will the content/data be consumed? * How does it need to be…

Upcoming Events

ACE Community Challenge Recap: Data Integrations
Join us for a special session spotlighting the creativity and expertise shared during our September 2025 Community Challenge on data integrations. Throughout the Challenge, Community members demonstrated how they connect Anaplan to their ecosystems, whether through CloudWorks, Anaplan Connect, or advanced orchestrations…
Register now! Oct 29 platform release webinar
Register now for our October 29 platform release event! Anaplan's next quarterly platform release webinar will be held October 29, 2025, at 8:00 a.m. Pacific Time. During this session, we will explore the latest features so you can optimize your Anaplan experience. Our expert-led session will equip you with a practical…