User Experience

Be able to visualise a dashboard contents while other users run actions (Stop making models lock)
Can we be able to visualise & refresh dashboard/management reports even if other users are running a process or actions? When a process takes quite a bit of time to complete, a model becomes locked/busy, and other users can not refresh or present it in management reports. It makes sense that you may not be able to change…
Check out the newly launched UX Designer Quick Tips!
📣 UX Designer 💡Quick Tips💡 are here to bring you a fast-and-easy way to learn from your community—in less than one minute! You'll find a new tip each week on the main page, as well as a repository of all tips behind the Quick Tips tile. Check them out each week and let us know what you think. If you've got your own tip to…
Ability to mark a NUX app as "Favourite" to access it directly from Home Page
Just like the feature/ability to mark a page as "Favourite", there should be a feature to mark an app also as "Favourite". This will help model builders/users to * Access an app directly from Home Page instead of searching through long list of apps under Apps section
Action with multiple source models
Hi community, I have a page with 2 source models: Model A and Model B. I want to add an action card which runs a process from Model A. When I add the process to the action card, it automatically adds a process from Model B to the card. And the 2 processes don't have the same name. So, if the user selects Model B and runs…
Sparkline - specific time selection ?
Hello, I was wondering if it's possible to choose a specific time selection for sparkline, and how to do it ? Indeed I have a dashboard filtered on a specific week for example here the week 23, The KPI growth % and the sparkline associated show me the trend of the week 22 to week 26, but i would like to have only the trend…
Allow user to set their own landing page
I propose Anaplan to allow users to set their own landing page after user login. After user pass SSO authentication, the app will bring user to Anaplan - Home. Some user may want set their landing page to https://us1a.app.anaplan.com/a/apps or jump right into their workspace after they login.
Long Term Planning with 2 Models
Hi everyone, We have our large production model, with 100s of modules that are currently feeding our P&L. This houses all of our actual, forecast, and budget data. The rest of the year we will be budgeting in this model for 2023 and 2024, but we want a "Long Term Model" (LTM) where we plan for 2025-2028. Ideally the LTM…
need help for practice
Hi All I want to populate "text line item" which shows string between 1st and 2nd commas of the items in the module. How can i do it. which function should i use here Thank you & regards Yash
Boolean to filter the tarrget module
Hi, I am not able to filter the target module by using the system module time filter.
Change Fiscal year Start Month
Hi teams, as we know fiscal year start month start from Jan & end in Dec, but i have different view my view is start form M1 & end in M12, How i change M1 to Jan ? Regards, Panji
Creating ISBUDGETVERSION() similar to ISACTUALVERSION()
Please consider adding ISBUDGETVERSION() function, similar to ISACTUALVERSION(). This would eliminate having to setup another module with only Versions as the list and creating a boolean flag. All followed by IF VersionsControl.Budget THEN .... ELSE...
Ability to Add Multiple List Items on a Grid Card in Worksheets Additional Insights
Currently, there is ability to add multiple items in a worksheet main view: When there are grid cards in Additional Insights, the insert multiple items option is not available: The option to be able to add multiple list items without additional actions/processes is really helpful in addition to making the experience for…
Anaplan Live! UX Designer Meet Up
Attending Anaplan Live next week, in San Jose? Make sure to swing by our Customer Connect meet up, specifically geared towards UX Designers! Our own @andrew_martin_1 will be leading a relaxed conversation and connecting attendees with similar backgrounds. Sign up today. Unable to join in-person? Make sure to register for…
2.4.7 Activity: Create Saved Views for UX
I have created a saved view as required for this activity but my work is markedly different from the example provided and i have not been able to figure out why. Here is my saved view as opposed to the example Example : My View: Here is how i set up the Pivot for the Saved view I want to view the Initial Demand Forecast…
Ability to configure message when user doesn't have access to a card in NUX
I would really love to see a way for model builders configure the message that appears in a NUX card when a particular role does not have access to it. * Current state: When you restrict someone’s access to a card, you get the following default message, along with the client ID: * Benefit of New Feature: Being able to…
NUX - Turn Off Background on Grid Cards
As a page builder, it would be good to have a toggle on/off for the white background on Grid cards (similar to what already exists for text cards). This may lend to a sleeker feel in some cases, by visually eliminating surrounding white space. The default coloring would still need to be maintained within the grid itself.…
Count Filtered result
Hi everyone, I have two modules, let's say M1 and M2. In M1, the dimensions are Users and Activity (List of activities). In M2, the dimensions are Styles and Time. I have made a filtered (Style filter) which filters styles in M2 according to the selection made by the user in M1. If there is no selection made, M2 shows all…
Attending Anaplan Live!? Join our session on how to transition from Classic to UX on 21st June!
When registering for Anaplan Live, why not sign up for this hands on, hands-on interactive session where we explore our best practice methodology to set you up for success in your migration projects. Learn how to design to achieve tangible benefits for your users by rethinking your business processes.…
Assign Action that does not have the ability to remove the assignment
The assign action provides a great UX for a user to assign a list item to be the numbered list child of another list. In T&Q Use Cases, this can be used to assign accounts to reps. The downside of this action however, is that in the UI, there is a "<" that allows you to remove an account from the rep and thus from that…
Assign actions in NUX
Ability to use the "Assign" action in New UX
Modules for Dashboards
Hi, I have a question about best practices for setting up Modules for Dashboards. Currently we have LI's from different modules that we would like to display on one Dashboard. Is it best practices to create a Output module for a Dashboard and that will have all the different LI's in one place from those different modules?…
How to Create Reporting Version
Hi, I'd like to see how I can create (2 different) reporting versions; a mid month ROF (rolling operating forecast) version and a end of month ROF.
New UX Filter not Applying (?)
This has happened to me in several instances while migrating to NUX, and I am wondering if anyone else has experienced the same thing? When I go to add a Boolean filter, for whatever reason, I cannot apply it (see .gif below): I have no issue applying this same Boolean filter in Classic Dashboard. Can someone explain why…
Management Reporting - Resizing Grids
Hello, In management reporting, when a grid is filtered with a selection for example columns, if we select more items to display, the grid is not automatically filtered (even if the filter is by user). we need to go to edit-> update to resize. Here is an example of a report that had many scenarios displayed in columns and…
Add Ability to 'Copy Page To' Another App (in Addition to 'Move To')
Please add the ability to copy a page to another app within the NUX. 'Move To' functionality exists, however this (as the name implies) removes the page from the source app and places the page in the target app. It would be helpful if page builders could keep the page in both apps. Currently page builders have to copy the…
UX Building: ability to select Default Line Items to view, then users can add more.
Please enhance Anaplan UX - Card Building - to allow page builders to select default line items to be visible when first viewing a grid, where users can subsequently select additional line items to view in MyPages: Example, a Module has 20 line items, of which 11 could be of interest for users to see but the page…
Scroll on multiple grids at the time
Description: When Grids on a dashboard show the same module, or maybe even the same list, there should be an option for setting these grids to be fully synchronised which would allow a user the option to scroll on one of the grids and all fully synchronised selected grids will also scroll.
Calculating levels in a hierarchy for dashboard filtering
Summary This article describes the technique to dynamically filter specific levels of a hierarchy on a dashboard, and provides a method to select and visualize hierarchies on a dashboard. Details This article explains how to configure the calculation of the level of a list in a hierarchy in order to apply specific…
Spring cleaning and UX refresh
Hi All, Our blog recently covered how to go about a Spring refresh for Anaplan models. In your UX role, how do you go about this? How often do you review and optimize your pages, apps and boards? What kinds of changes do you make, and who do you involve in the process? Leave us a comment and tell us how you go about it.
Level 2 Sprint 2 Detail Demand Review UX
I just finished building my detailed demand review UX. The top grid which is adjustments to demand does not match my bottom grid which is Initial/Final Forecast. And my Override option has disappeared on the UX page. When I go into DEM03 it is still there and nothing has changed. Why would my override option disappear?

User Experience

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