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Ability to input text commentary with text formatting options in Management Reporting - New UX
While working on a project, a useful implementation emerged. Currently in Anaplan, via Management Reporting, it is possible to create documentation that cannot be customised by the user. In fact, the end user using the system can only look at the data and comments previously entered by the Page Builder. We tried creating a…
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New UX: Syncronise all cards on a page without having to hit the refresh button!
Hi I have a Page within the NUX which displays a specific week based selecting a date line item in a time filter module. When I change the date the correct Week is displayed based on the day selected and the Weekly Variances change to show the variances for that selected week, however the daily view of the selected week…
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Change Model There Colour
It would be useful to be able to set Production Models header or background colour to something different to Test or other non-production Models. During development activities switching between models in different browser tabs and windows can lead to changing a formula in the wrong model. I've seen in other Finance Systems…
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Line Item Subset Filter not working in New UX?
Hi All: I am attempting to filter in the NewUX by way of a line item subset. Goal is to hide line items based upon the selection of the user. In the traditional UX I can apply the filter without issue. When I go to apply the filter to my grid in the worksheet (NewUX), it does not allow me to select the line item I wish to…
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UX Enhancement: Red Font Toggle for Negative Numbers
In most cases, especially when adhering to accounting principles, it's preferred to display negative numbers in red font, similar to how Excel handles them. Currently, achieving this in Anaplan requires setting up conditional formatting for each line item, which can be time-consuming and inefficient. To streamline this…
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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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Resolve Workflow Capacity/Performance Issues
We have been excited for the workflow process to be released. Now that it has been released, we were excited to implement it in tandem with a new model that would use the notification feature quite heavily for our approval process and to get a feel for how to best implement it in our existing models. During the development…
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New UX: Show Description when Title field is empty
Currently, if card has no name, description icon isn't displayed on dashboard. But sometimes we don't want to enter the title, but we need to show the description - and also don't waste the space above the card just for that small icon. If this is not feasible, at least we should see some kind of warning in the card…
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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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Export PDF for board
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 Board PDF Export (whole page) – Only the visible content is getting exported not the scrolled content. How often is this impacting…
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Export Data source
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 of now exact source of export data is not shown in source object for the action. Who is this impacting? (ex. model builders,…
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Line Item filtering
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: Right we need to create filter with the line item subset to show lines according to dimensions. Who is this impacting? (ex. model…
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Export file name basis on date
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 of now when we run an export action it will always export file with the name we have created the export action. How often is this…
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Bulk change source model in app
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: Option to change models in an App. Currently we have to change for individual page for same model, it should be so that we can change…
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Comma separator to include Indian format
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: Comma separator in Anaplan same as excel. (Indian format of lakhs and crores to be included) How often is this impacting your users?…
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Wrap text feature in anaplan
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: Wrap text in row or column to be helpful for better visualisation.This should be possible in dimensions. Who is this impacting? (ex.…
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Landing Dashboard for non-workspace adminstrator
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 who are non-workspace adminstrator should not able to see models in landing dashboard. How often is this impacting your users?…
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Formatting and Variance Analysis from Management Reporting on UX
- It would be amazing to format/color the grid cards on boards similar to Management Reporting. Especially if the colors on row and column headers can be controlled via hex codes similar to regular CF, it will allow end users to implement company color schemas to page. this will definitely increase user adoption and allow…
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Don't miss Anaplan Live! Spotlight on April 28!
Join the next Anaplan Live! Spotlight on April 28 at 11:00 a.m. (SGT) to hear from Metro North Hospital and Health Service, an Anaplan customer, about why it's critical to start with the business process when designing a new application. See a demo of their app and model and hear how their very intentional approach in…
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Ability to Show Dimension Headers
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: Below table is an example from a fictional Position Planning application. The left column shows items of a dimension called Position.…
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New UX: Ability to Hide Parents for Fields Drop-Downs
Hi Team, Being a page builder it would be great to get ability to hide parents for list formatted Field card items and reflect the lowest level of the hierarchy only. See an example, here we have 6 levels of hierarchy, for some cases, I would prefer to show the lowest level (L6) only to make it more readable and convenient…
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Select Edit Cell data at Line item level on UX Settings
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 Anaplan UX, when building grids or cards for end users, the current "Edit cell data" setting applies to the entire card. This…
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New UX: Restrict Editing on Field Cards
Can't find this as an existing idea! It appears that Field cards are always editable. I find that Field cards sometime make more sense when added in a bunch (compared to KPIs) and also look better to show some System Mapping fields. However, it is not ideal that the users are able to change these mappings. Can we have the…
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Ability to apply filter on page selector in management reporting
It would be beneficial to have filter on context /page selector in management reporting slides
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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…