User Experience

Transitioning to the New User Experience
Anaplan provides a user with endless ways to build out a planning platform across a multitude of use cases. This also provides our model builders with the opportunity to get creative with how to build dashboards. After implementing various use cases in Anaplan and building out the many dashboards to support them, I took a…
Add "OR" logic in the Filters of NUX tables
Hi team, Currently, when we add a filter in NUX, it is in "AND" logic by default. I have seen some customers requesting the "OR" logic to multi-select some values at the same time. Will it be a new feature soon? That will be super helpful. Best,
Add 'Use Current date' as model action
The 'Data Write' action functionality in Anaplan App (UX) is great and provides the ability to 'Use current date'. This means that by pressing an action button on the page, a module with a date format will be updated with today's date. Seamless and simple! Below I have 2 simple use case examples for this: 1. Workflow -…
DCA for "Field" cards in NUX
Hello, Currently, when applying a DCA on the field card, the card shows up as usual without greying out but does not let user select if the write is false (Field on the right in the image attached) However, this can be confusing at times. Is there anyway to avoid this? Thanks in advance!
Using Hex codes?
Do you utilize customizable hex color codes for your charts? What tips can you share with this Group about customizing chart colors?
How to remove blank values from dot chart
Hi Anaplan Community, I would like to get rid of dots in dot charts that stand for blank or zero values. Initially I thought I had to change the number format to blank for zero values (instead of zero), because that had done the trick for the bar chart, but this does not seem to work for the dot chart type. Any workaround…
Visiting Page Search Bar in Administration Tab
It would be helpful for admins to have a search bar on the Visiting Page just like what we have on the internal page (attached screenshots for comparison). We don't have a way to do a quick search for visitors. Currently, the users are sorted by last names and then we will have to scroll through the page until we get to…
Ability to "Convert" a Saved View into Custom View
When building a view in NUX, I prefer using Custom Views in the NUX to build charts, grids etc as the controls are built into the NUX. However when changing an existing card on a page where a Saved View was used as the basis, I either have to go into the model, find the module load the saved view to alter and save it…
Field card scrolling resets when scrolling through large lists
Hi, not sure if anyone else has had the same issue but I have used a field card to select and filter by department in an organisation. The filter works as expected but for some reason when scrolling down the list in the field card, the scroll resets when you reach a certain point and brings me back to the top of the list?…
Automate pdf Export
Hi, The new UX looks great and I know it has the ability to export a dashboard in pdf format. Is there a way to automate this process? I want to schedule some reports to be exported as pdf files to a cloud location or send as attachments to an email distro list. Thanks for your help.
Ability to change of font color & format
Kindly add options of enable increasing/decreasing the font size of tables in a Report page similar to font size in text card. the font size in tables are very small in comparison to other text. For better readability (font increasing/decreasing), it would be great to have this feature create. Adding colors for text would…
Adding Data Write Action to Existing Process
Hello All, Is there a way we can add Data Write action to existing process so that we don't have to run it manually? Use Case - In an Approval workflow, I am trying to capture Approval Date as soon as the Approval action is ran. Thanks in Advance!!
Move a "my Page" for broader organization use
Is there a way to change a "My Page" so that it can be used throughout the organization?
Our Pages (shared version of My Pages)
I would like a Team of users to be able to work collaboratively on pages to create a shared 'My Page' The use case would be to build a UX Report page that contains all the tables and commentaries which go into a Management or Board Report. Different members of the team could contribute to their area of responsibility and…
Text card in Management Reporting
Anyone know if there is a way to change the background fill of text cards in Management Reporting?
Model search engine to make multiple search by exact name using apostrophe (')
This idea is the following conclusion from my previous idea. As a model builder I want to be able to copy a cell of the module blueprint "Referenced by" and paste this info to Model Search. I expect model search will find all of the modules referenced by the source module. So I could select quickly the necessary one and…
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…
Syncronize card template context selectors for Microsoft 365 extension
Summary (See suggestion* for detail) - Improve user experience with user driven context selection for cards in template library, rather than going into the backend and updating each saved card for the required context. Context - The release of the extension - Anaplan for Microsoft 365 allows users to import from cards in…
Increase number of items in list where hierarchy drop down view is available
if a page selector is part of hierarchy, drop down list is presented with nodes this allows groupping items and easy to navigate inside hierarchy in case number of items inside the list exceeded 1000 , this fuctionality stops working, thus the nodes are not available anymore. please increase number of items up to 10 000…
Bar graph is showing data for June-22 in all months. How can I fix this?
I have a bar graph on my UX page showing headcount per month, but the chart shows the same data for all months when I've only loaded data for June 2022. I would like to see all other months show 0 until I load additional data for these months. Are there steps to fix this? The data I've loaded does have a month identifier…
How can I add a drop down list that allows end user to filter data in grid?
I have a headcount dashboard with grid that shows employee name, team, region, level, etc. The end user will validate the information in the dashboard so I want to give them the option to filter different columns to search for specific fields (employee name, team, region, level, etc.). I have created a card that links to a…
Gantt Chart in New UI - Row Height adjustment not available
Hi, Great work adding Gantt Charts in New UX, I am trying to use the feature for our internal project management purposes but having difficulty fitting the Gantt chart in one screen. It would be great if we can get an ability to adjust the Row height of the Gantt chart.
Data Label Option in Charts
Would like to be able to change the method on how to put the percentage label on the pie/donut chart. When the portion is too small to fit the label, it's fine to have a call out style (current style). But when we only have 2 or 3 categories, we would like to have the label directly laid on the portion so that the chart…
Enable the ability to Show / Hide the commenting functionality for each card.
There are too many "comments" icons on a board. This makes is easy for users to get confused about where to add comments or where to find comments that were previously entered. If you could "toggle" the comments function for each card, then you could limit a board to only 1 place where comments can be added--making it much…
Issue with Dashboards on Chrome: error " STATUS_BREAKPOINT"
Hello everyone, Me and other colleagues have been experiencing for the last few months an issue with Chrome and Anaplan dashboards (new UX) : for seemingly no reasons, some dashboards will crash and Chrome will show the "STATUS_BREAKPOINT" error. It is especially tiresome when you're in the middle of modifying a…
Create Distribution Center Summary UX
Hi Team. I'm not able to set conditional formatting like for the value of 80% green and around 100 red and also i need to ask are the values feasible in the Distribution center capacity module.
Copy and paste several cells to an override row and undo with Ctrl + Z
When I use Classic Anaplan I am able to copy a given number of cells and paste into an override row and then if I no longer want those values in the override row and before I complete any other actions I am able to ctrl+z and the cells will revert back to the old value. I am unable to preform this task in the new UX.
Unable to copy and paste
Hi A few of our Anaplan users have reported that they are sometimes unable to copy (ctrl c) and paste (ctrl v) numbers into some of the tables on our new UX dashboards. When they press ctrl v, no numbers are pasted into the table. I have checked that the users have been inputting into user-input purple cells, and I also…
Converting "Month 1" to a date
Hi everyone, I am currently building a project planning scenario analysis UX and have designs that use the line items "Month 1-18" to decide hours available by team. There is a button where we can "create a project" and the "start date" is entered. Is there a way to convert from months 1-18 to actual dates using the start…
Continuous zoom for report pages
On report pages, zoom should have a slider where we can pick the amount of zoom. As it is, we can only move from 50% to 67%, which means we go from too small, to parts disappearing off the screen

User Experience

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