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UX best practices for building impactful dashboards in Anaplan: Part 2
Author: Arjun Gandhi, Certified Master Anaplanner with over a decade of experience leading enterprise Anaplan implementations across industries. Anaplan’s UX is more than just the surface layer of your model — it’s the gateway to planning adoption, collaboration, and decision-making. Whether it’s a CFO reviewing revenue…
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Anaplan Color Pallet
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: The Anaplan Color pallet should be consistent across all forms. Text Pallet is different Action Icon Default Colors, and different…
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Workflow - Add Machine task on Reject
As a workflow builder, I want to have the possibility to add a machine task after a reject, so that I can run a process or write data. For example: A Decision task can end on Reject. Afterwards, it should run a process/task, specifically designed for rejection (Import Item, write task, run Anaplan Process). This…
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NUX-Open Source Module
Hey, In the classic dashboard, we were able to turn off the ability for the end user to open source module, can the same be done on the New UX, if so can someone tell me how ? I dont want the end user (without workspace admin) to have that feature Thanks
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Create an App Button Missing
I am trying to Create an App for L1 Lesson 13.3.1 and the Create an App button is missing on my App home page. I searched in other Community posts and this may be because I don't have Page Builder security access? Would someone please assign me the Page Builder role / security access in the "Elevate (Default)" tenant? I…
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Save a custom palette of colors for use in UX pages
Most companies have brand-specific colors they use for fonts, icons, logos etc. When implementing building pages in Anaplan I attempt to use their colors where possible (and reasonable). UX page builders can currently pick from a set of colors for body text fonts, or even specify the hex value for a specific one (which is…
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Design standards for a superior user experience — Part 2: UX page standards
Author: Aaron Overfors is a Certified Master Anaplanner and Principal Architect at Spaulding Ridge. In my first article, we detailed how to create a robust design for the user experience; now comes pulling it all together and building the actual pages! We will examine the concepts and ingredients of a strong page to focus…
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Show "Used in Page" reference in Modules Settings
As a model builder, it would be extremely helpful to have a "Used in Page" reference in the Module Settings to show where a module is used in a page, similar to the Used in Dashboard feature. This would allow for much more efficient auditing and help tremendously with model cleanup. This is especially important since we an…
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Page Source Model Settings in Manage Models
Hi, It would help productivity and reduce errors if we could add additional source models in the App's Manage Model settings. Currently, you can only change an app from here but to add additional sources you must go to each page individually. For ease of use, it would also be great is we could choose to hide archived model…
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Using time for something not time related - special characters :)$
We had a recent challenge with the need to "clean" invoice data descriptions from special characters. This was done previously in SQL with the a long convoluted formula "REPLACE(REPLACE(REPLACE('Ana&plan', '&', '') that would have to edited by a developer in case any new special characters came through. Using the replace…
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3 Improvements for Comments in the New UX
Hi, I'm missing 3 basic capabilities on the current comments' fucntionality to be able to use it for my clients: 1- Comments are not flagged to end user 2- Not recorded in full context (in all dimensions I'm looking at) 3-No option to publish or export from Anaplan This custom fucntionality I built allows me to overcome…
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Dependent Context Selectors
Add the ability to filter context selectors based on a selection in another context selector (like in already existing dependent drop-downs)
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An 'Overall Total' label on top of a stacked column or chart
Description: I would like to add an "overall total" data label to the top of a stacked column or bar chart. Example: We are looking at whether our new Agreements come from Existing Customers, Previous Customers, or Brand New Customers. But I also want the overall total represented on the graph as a data label.…
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Ability to Post Images Behind Firewall
Just curious if the Anaplan "images" card has the ability to post images behind a firewall? Or do all images within Anaplan interfaces need to be publicly available? I saw in a thread someone mentioned an "internal server", but what I'm not clear on is how to configure that, or if the "images" feature has any way to…
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Design standards for a superior user experience — Part 1: Effective dashboarding
Author: Aaron Overfors is a Certified Master Anaplanner and Principal Architect at Spaulding Ridge. A strong user experience is the key to almost every Anaplan solution’s success. A well-designed Anaplan model that scales, performs well, and is easy to maintain will become shelf-ware without a thoughtful, purposeful user…
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Send dynamic notification to multiple users
The dynamic notification is an excellent tool to increase collaboration between users. However, you can only send a dynamic notification to one user per action. To make the tool more powerful, you should be able to send a dynamic notification to an "user group" or to be able to bundle notifications, in order to notify all…
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Recording now available! July 30 platform release event
If you missed our July 30, 2025 platform release event, the recording is now available! In this webinar, we highlight the most recent feature releases and how to take advantage of these in your environment. Our expert-led session demonstrated new features and innovations, provided a technical deep-dive and “how-to”,…
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Ability to disable commenting on a card/grid
As a Page Builder, I shoud have the ability to disable "COMMENT" feature on a card/grid so as to view all the comments for a context at once in Comment section.
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Page Settings: background color
Can we have option of changing background color of the page like dark theme, light theme?
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Numbered list display name
Hello, i have this issue: the first picture is what im trying to achieve, the second picture is what i have now. i dont understand why the numbered list doesnt take the display name property as its display value, instead whenever im adding a new item (through a form) im having this #.... Any idea? Thanks a lot 🙂
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3 Dimensional Charts
Currently, it appears that Combination Charts can only be created when there are 2 or fewer dimensions on an axis (assuming line items are a dimension). We need the ability to make charts with 3 dimensions (one nested). For example, I want the "product" dimension to show as stacked columns with actual amounts (line item),…
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More dashboard formatting options (bold grid lines)
Description: When publishing a Dashboard, we would like to have the option to modify or customize the thickness of the borders to better segregate the line items from each other. We want the ability to add bold borders, hashed borders, double borders, etc. Benefit/impact: The border must be able to surround the entire…
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Hide the cards under "Models" section once connected
Hi Is there a way to hide the cards under the "Models" section once connected, as I would like the users to see only the links to the apps? Thank you
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Add alignment to bar charts (funnel charts)
As a Page Builder, I need an option to choose alignment of bar charts. I should be able to pick alignment to left, right or center. Currently, bar charts are aligned to the left side of the card. However, in some use cases, typical business layout is centered (funnel) bars, or aligned to right. Obviously, this would mean…
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Trigger a process after sa form
It would be nice to be able when a user complete a form and click on the "submit" button to be able to launch another action/process. Could be very useful to implement other dependent lists automatically for example.
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Text input on total level
Dears, We would like you to enable text input on text summaries. Could you please consider adding “text input” button for text type summary method? This will help a lot for better navigation, for example when commenting data on total level like P&L total figures.
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size of the dropdown in filtering screen
My suggestion: ability to increase or automatically increase the size of the dropdown in filtering – see screenshot. In current UX, due to the many levels of hierarchy on our SKU level, the dropdown is too small to immediately show (even only a single) SKU. Currently our users each time need to use the scroll bars. Same…
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Selective access for lists from dashboards.
I am trying to enable the user to give selective access on a list via dashboard. I published the list to the dashboard and can clearly see the "Read" and "Write" columns on the dashboards, however if I save the dashboard and close and reopen it , the columns of "Read" and "Write" are not visible. Can somebody explain what…
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Adding Multiple list items
Hello By creating add row action I can add 1 row for a numbered list .Is there any feasibility in New UX to add MULTIPLE ROWS of a numbered list at a time? Thanks Tejaswini
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Ability to not show Top Level in List Formatted Drop Down
Hello- It would be really great if there was an option, when formatting a line item with a List for drop down selection, if we could exclude the top level from being selected without having to make it its own level in a hierarchy. Maybe a "Don't Show Top Level" box on the formatting screen? This would prevent some…