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How to publish a delete from list using selection action to NUX?
Hello, I am transitioning some classic dashboards to NUX. I am having trouble getting a 'delete from list using selection' action to come up under my available actions in my UX card configuration. Is this because I need to include it as part of a process for it to come up? Or is there another way I can include this action…
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Level 2 3.2.11.2 "Filter to show months only" - in a saved view
Hi all, I am working on Level 2 3.2.11.2 which is: And I am stuck on the last bullet point "Filter to show months only". My original SYS00 looks like this: And I made the saved view as per instruction like this: The final produce at stage 3.3.12 to look like this: Where the first grid to come from the saved view. I assumed…
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Waterfall chart using numbered list
Hi, How to put total in my waterfall chart using a numbered list in NUX? Thanks in advance for helping. Tom
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Do you use My Pages?
Hoping to get some feedback from this amazing community! I have been reading lately about My Pages. If you're not familiar with this feature, here are some links with more information: * [Video] New UX: My Pages Overview [5 min] * [Anapedia] My Pages for End Users * [Anapedia] My Pages for Page Builders My questions to the…
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NUX Context Aware Import Action
Could we make import actions (that are set up to select context each time an import is ran) context-aware to the UX page it is on? Just want to make that action "smarter" so that users aren't scrolling to select each context every time they want to do an import for that specific context only.
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2.4.7.1 Create Demand Forecast Grid UX saved view
Hello, I really need some help for this step. I completed to first conditional formatting rule set up for Final Forecast line, but I have no idea how to set up the for Initial demand Forecast. In case, I attached example from training and how I set up and result that came out. Please help me with this. Thank you
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Who are Anaplan's competitors ? Is There any Competitors for Anaplan ?
Can You Help Me Out Please? Thanks Advance .......
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Effective Line Items rename during Fiscal Year changes
Hello , For Every Fiscal year development, we used to copy the models and rename the line items in the modules / dashboards from FY21 to FY22 etc. Later it was discussed with the user and renamed CY, CY-1, CY-2 (CY = Current Year), but the users are getting confused with these CY terms. Have anyone tried a different format…
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NEWUX: Dynamic Time Period Filter based off Line Item Selected
I am building a chart where users can select a line item as a selector on the chart and the values will display over time. However there a many time periods currently showing for certain line items with no data. I would like a way to dynamically filter to show periods from the first period containing a non zero value to…
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Survey Invitation: BPM Pulse Research
From time to time, and as you well know, the analyst community will approach us for customer insights to inform industry-specific research. Today, we'd like to point you, our trusted power users, to the 2022 BPM Pulse survey. Your input will help to influence BPM Partners' annual Vendor Landscape Matrix for business…
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Functionality in "MY PAGES" in the UX
In the US, the My Pages is missing/disabled functionality that is critical to the users to complete their planning: * Actions are disabled in the My Pages-This is a critical function for the business to complete their planning processes without having then to return to a default page to run required actions. * Being able…
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From classic to UX. How did you transition?
Hi Everyone, If you moved from classic to UX, what was your approach? Did you import an existing dashboard and make revisions, or did you start a new page from scratch? Share your story, and your tips for others who are making this migration.
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Merged: Disable action button based on a line item
This discussion has been merged.
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Allow Column Series Stacking to respect a dimension
I have a data set where I am using Stacked Columns to show a build-up of a number. I have now added Versions to this Module. I want to be able to see two sets of stacked columns, one for each version. Here is the current result: And here is the Actual and What If Versions, each as their own chart: Finally, here is the…
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Provide Markdown support for text cards
Currently, the text editing features are very limited. While a rich text editor would be appreciated, simple Markdown support would allow for easy, in-line styling without the need for a rich text editor bar. I know this will be enacted when a user can use basic Markdown syntax to stylize text within the text card in the…
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How to disable the checkbox
Hi, I am trying to disable checkbox in an app. I have 3 actions, data load, data clear and data approve. Once user selects approve then other two actions has to disable. Please suggest me in this. Thanks, Maithri.
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NUX: Possibility to enlarge width of Filter area on Board Pages (similar as for Worksheets pages)
As NUX user I would like to have the possibility to enlarge the "Filter" area to the left using the drag-and-drop. It is similar of what can be done with the "Additional insighst" or "Filter" area in the Worksheet pages. Sometimes the elements to filter have long descriptions and users cannot easily see the descriptions of…
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13.6.5 Activity: Add Column Chart to Margin Summary Page
Hello! I have the problem - i filtered the data with the rules given (forecasted months only), but i can't get the view needed The picture is below what i have What i need Also i notice that my view in the grid chart is also not correct - but when i changed it does not give me the chance to save with the same name What is…
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How does design fit into your role?
Hi everyone! We'd love to hear more about you all and what you do. Are you a dedicated UX Designer? Or do you also build and contribute to models? Tell us all about how designing pages fits into your role. Joanna
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Allow Page Builders to disable UX pages from appearing on Mobile
Some UX pages are not suitable for Mobile use such as those with very large data grids. Page Builders may also want to control the layout of pages to make them easier to use on Mobile, but while keeping a great visual experience on the web as well by utilising spacer cards for example. Page Builders should have the ability…
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Tell us what your teammates need from your dashboards
As an Anaplan user tasked with helping your teams better understand their data through your Anaplan UX dashboards, we want to hear more about what your end users tell you. What kinds of visualizations are they are asking you for, what do they struggle with in accessing and understanding your data, and how you resolve those…
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Excel Add-in Multiple View
Is it possible to publish multiple modules to one workbook in excel using excel add-in? I have a client that needs a dashboard (containing views from multiple modules) to be exported to excel that needs a specific formatting for shareholder's reporting. As far as I can see there's only one connection to a module per tab.…
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What are the limitations of the Notify Actions (Static & Dynamic Recipient setup)?
Hello, Anaplan community! I'm curious to know, what have you identified as a limitation or constraint of the Notify Action?
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The copy and paste right-click option on the UX
The copy and paste right-click option on the UX is not working, just a guide is showing. This has been confusing to many end users and wants to be able to hide it in the settings.
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UX for Mobile
Hi Everyone, Is your organization using the UX on mobile? Share with us how it's going, the impact it has made, and how you design specifically for mobile. Thanks, Danielle
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how to hide the unique identifier when we duplicate a display name in a numbered list
For eg. I have two line items display name as Brazil here as an example. I want both of them to be displayed as Brazil only and not Brazil(#17) & Brazil(#18) in the Tree View. The issue is only in the Tree view. When we use this list in a module, the display name is shown as Brazil only. The issue stands in the Tree view…
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Option to Copy Optimizer Action Created by User
Once the User has created an Optimizer Process then there should be an option to copy this process (like we have in Modules. this will make life easier, as now we have to take backup of entire model
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Display filtered items on new UX without show/hide functionality
Hi everyone, Is there a way to showcase the filtered items for a grid on the new UX without using show/hide functionality of the dashboard? When I'm creating a saved view to display only a few items in a dimension and positioning that dimension in the page selector on the new UX, the view automatically displays all of the…
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Freeze Access at direct Report Level
Hi Colleagues, I'm currently facing the following dilemma, hoping I can get some guidance from you: We have a freeze module driver that locks all direct reports of a Manager like this: Module X (applies to Users, line items) Line item 1: Manager (format: users) Line item 2: Freeze/Unfreeze input - Boolean Line item 3: Read…
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Personal dashboards tips and tricks
Personal dashboards are a great new feature that enables end users to save a personalized view of a dashboard. To get the most out of this feature, here are a few tips and tricks. Tidy up dashboards Any change to a master dashboard (using the Dashboard Designer) will reset all personal views of a dashboard so before…