-
UX dashboard filter not defaulting to current user
In an attempt to reduce the size of a line item(used for dashboard filtering), we created a dummy list that contains a small subset of people. The subset of people has selective access enabled. I then used FINDITEM to link the Users list to the subset. The linking worked successfully. However I ran into an issue when I…
-
Dashboard that Toggles between Time
Hello, Advice on how to allow a UX toggle for to show financial data based on Months, Quarters, and Years? My thought process was to create a Months, Quarter, Year boolean and then UX equivalents that IF True would only show that data. E.g. A boolean titled Months would be exposed to the user that IF TRUE would Trigger a…
-
Multiple Model Builders changing Actuals Through Switchover
Hi everyone - We have a large team of builders and one of the most used modules is pulling Actuals Through from the Lookup Reference module. It can be frustrating when Actuals Through Switchover dates keep changing due to people working on different things. Has anyone found a workaround or have a suggestion for best…
-
Log the account with Full Access but shows blank home page with no models
Hello Anaplan Community, today I log on to the account with Anaplan Full Access to all models but cannot see any model at home page/models. Any idea to fix that issue? Thanks!
-
Discard Saved changes to NUX Page
If you have modified a NUX page and clicked Save, is there a way to discard all of those changes without having to do it manually?
-
Ability to attach an export to email notification and send it to non-Anaplan users
Hi there, It would be good to have an option to send a notification to non-Anaplan users and add an export file to the email notification. So, this will give a flexibility to the end user to inform non-Anaplan user while staying in Anaplan. Thanks, Humay Kh.
-
Remove top level from Page selector containing 3 hierarchies
Hi Anaplan Community! I am trying to restrict a page selector which contains 3 hierarchies by not showing the top level. Find mockup below: So, basically I want to show Level 1, Level 2 and Level 3 items in the Page selector but not the Top level. Is that possible? Thanks in advance for your kind supoort!
-
Optimization in anaplan summary
HI All, Now i want to check summary of a line items wheather its required are not how can i do that. what is the possible ways to turn off the summary. Why cant we turnoff the summary of a dashboard line item.
-
UX Page - Dynamic Reporting / Conditional Formatting
It would be good to be able to show a grid with ticks and crosses for the status of different items along a critical path. Currently we will do this by highlighting cells green and red but it would look much better with symbols.
-
NUX - Option to not show the dots on line graph
One thing that happens is that we have two charts side by side that will end up right on the border of when Anaplan will remove the dots for you automatically. This then causes the users to have to manually widen or narrow a bunch of charts by very small amounts so they have a consistent look. To avoid having users…
-
Level 1 Model Builder: 13.9.3 Activity: Add Primary Grid to Volume Entry Page
The instructions tell me to enable editing however this is not an option to me as it is greyed out. Have I missed a setting somewhere back in the process?
-
New UX: make quick sum/average/min/max also available when a card is maximized
Hi all, It would be nice if the functionality of quick sum / average / min / max which is available on a card on a board would also be available when maximizing that card. Currently, we loose this functionality when a card is maximized. See image attached with an example.
-
Highlighting particular period values
Hi All, I am trying to highlight the quarter values for couple of line items but when I am trying to apply conditional formatting it is applicable throughout the time dimension. Is there any way we can highlight particular period as shown in attachment. Could anyone help me to tackle this problem? Thanks
-
Quick Sum Bar for Maximized Card Views in NUX
Hi, Quick sum currently works for cards on a board, but does not work when a card from that board is maximized. This was a feature in the old UX when a module on a dashboard was maximized. We have a good deal of users asking for this feature.
-
Track Changes
Is there a way to add a conditional formatting rule to track changes? I was thinking of maybe using the COMPARE function but my line items are not text formatted but line item formatted, and the line items I want to compare would be in two different custom versions of the same module. Any help or ideas would be great!
-
Map for Peru
We would like to have the Peru country Map including states/provinces to enhance an Anaplan implementation in a Mining Industry company. Any information required, we are more than happy to provide it
-
Filter feature for Module and Line item properties in Modules tab
Would be nice to have ability to filter by module properties in a model. This might be a useful feature for a builder team member to quickly analyze particular entities of the model. Since list of Modules, list of Line items, list of Actions/Imports and even list of Lists technically are spreadsheets themselves I think it…
-
how can i know the line item reference in action buttons
HI Please let me know how can i find out the line item refence in action button, Please let me know
-
Give us feedback on our new variance reporting feature
We’re running user research sessions starting next Wednesday (October 26) to gather feedback on our new variance reporting feature, to understand what's working and identify areas for improvement. The feedback will help shape the Reporting roadmap for next year. Have you used our variance reporting feature, or know someone…
-
Break text into new line
Hi Friends, What is the command required to break text into multiple lines in a Dashboard.
-
5 minute survey on Anaplan design preferences
Anaplan is exploring ideas to expand and improve our design. We've set up a short, 5 minute survey to gather your feedback on platform design preferences. If you're interested, take the survey here: https://www.surveymonkey.com/r/RF5FG7M Thank you for your participation!
-
Card Configuration - Not able to check "Completed?" Box
Hello Community, In both DEV and PROD models, I have a "Completed?" checkbox that will be able to lock a schedule. In DEV, I'm able to mark the checkbox but in PROD, the box is grayed out. I've checked the settings in the NUX page and they both have the exact same settings toggled. Would anyone have any suggestions on how…
-
Export action not working properly
I am not getting the export as i selected in saved and drop down
-
Export action not working..
HI All, I have a module there i have saved view for export. when i exporting in module its showing correct data. when i create the action button and run and see the results its diffrerent . please expain the issue.how to rectify it.
-
Field card selector
Hey guys. Does somebody knows if it is possible to have this field card selector in one page that will work on the other pages that I have created in the UX? Any help would be appreciated.
-
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…
-
Notification via email after action completed
Is there anyway to trigger an email after an action is completed on a UX page? Currently, sending emails from the UX page uses a separate notify alert button.
-
Level 1 4.6.6 Activity: Import Data into P1 Product Family List.
Hi you amazing community 🙂 When I import the data for P1 list and map it, I either get an error that family name doesn't exist (chocolates doesn't exist), or CH maps under chocolate, etc. There's also no option for parent mapping. My grid doesn't look like the training instructions and I'm stuck. Thanks so much in advance
-
Show Code and List Name on a card then the line items
Many clients like to see both the Code and the Name in a module. I know this can easily be done in an Export. It would be ideal to be able to do this on a card as well. Most of our clients end up using the concatenation of the Code and Name so that they can see both but encounter issues with the 60 character limit. This is…
-
Worksheet failed to save
Anyone knows what's going on? I just published a module on the worksheet and got this error (it happens with other modules and views).