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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…
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Activity 6 Level 1
Hello All! I can't seem to do this for the life of me. I'm not good at creating formulas at all, and have no idea where to start in this particular anaplan venture. But when I try the following, i receive this:
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Copy/Paste not working for computers set to different number formats in New UX
This issue -> https://community.anaplan.com/t5/Idea-Exchange/Copy-Paste-not-working-for-computers-set-to-different-number/idi-p/35006 that is fixed in the Classic view, is present in the New UX. Copied from the old post Description: When copying a cell in Anaplan, the underlying value gets copied (ignoring the 'Decimal…
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Re-order function for Quick Links (Worksheet Page)
Hi, It is undeniable that the quick links in the worksheet page are super handy for users to access to other pages without going back to the landing page or so. But it would be more wonderful if there is re-order ability or at least the ability to update new link under same name (now just able to Delete or Edit Name). For…
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NUX Card Templates Disappeared
Hi, did anyone else's NUX card templates disappear? I logged on this morning & noticed all of them were no longer saved. [edit] do the card templates get removed if you change source models for your pages/boards? Thanks! Jack
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Creating Filter to Show Lines with Sublines vs just Lines
Hello All, I am working on a budgeting model, and we have budget lines and sublines, and for dashboard, I just want to show budget lines when it has only one subline. Any advice on how to do that! Thanks
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Upcoming Product Webinar: Plan for Change
I'm excited for the upcoming Q1 Product Webinar occurring tomorrow, April 7th at 8 AM PT/11 AM ET! This webinar will be featuring Certified Master Anaplanner, Andrew Tye, and will include highlights of the newest Anaplan products and features, with a specific focus this quarter on the New Modeling Experience, Integrations,…
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Ability to Lock Field Card For Input
Need an ability to lock Field Card for Input - just the way we have an ability to lock grid cards for Input Sometimes Field cards are used to display information in the form of text which can be of multiple lines and we don't want users to edit it.
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Sharing UX Pro Tips
Welcome to all the new members in this group! We're glad you're here. Let's start the week off right by sharing some UX pro tips. What is one important tip you've learning along the way?
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In case you missed it: UX Designer Hub event recording
Last week, I sat down with Felix Bein, @BCSFB Certified Master Anaplanner & Manager | Enterprise Performance from Deloitte, and Taylor Giesler, @taylor.swisher Manager from Lionpoint Group for a conversation about UX Designer tips and tricks. During the hour-long session we touched on: * Transitioning from Classic to UX…
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Management Reporting Request: better ability to set the PDF name on export
Either allow the user to set the name of the PDF export and/or set the PDF export name based on the name of the MR page in the App (not the slide names, the MR name as listed in the breadcrumbs of the app.)
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NUX Report Page - Fix Chart Sizes
Request Allow page builders to specify the chart area size of chart cards. Additionally, allow model builders to specify the legend area of chart cards. Why? Charts resize dynamically within the NUX. When displaying several cards of the same type (e.g. several doughnut charts on an executive dashboard) the sizes will vary…
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UX Idea: Conditional Formatting Pre-saved Templates
As a page builder I wolud like to be able to save templates for conditional formatting to select it later for alike line items (with same dimensions in the same module). This will save me a lot of precious building time doing repetative tasks because currently I have to prepare CF for each line item from scratch. Let's say…
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New UX - Turn off Classic models/Switch Search Order for Classic Models and show New UX at the top
We started to get use cases where we have New UX only. However, when people search for apps they see Classic Models as first in the list. Ideally we would like to manage access to Classic Models per user to avoid confusion by End users and turn it off per user. At Minimum we would like to switch the search that Apps show…