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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…
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Move 'Body Text' field from 'Overview' to 'Text' in the Card Configuration of a Text Card
Currently the 'Body Text' field is in the 'Overview' tab of the 'Card Configuration of a Text Card. This separates the text entry form the tab with the formatting for that text. It can cause confusion as a user might type in the 'Description' field, thinking it is the 'Body Text' field. Consolidating the Body text field on…
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Extracting data from Anaplan with Qlik Sense
So you finally did it – you joined the Anaplan Community. So many possibilities just opened up in front of you when it comes to connected planning and finance, but what about analyzing and visualizing your data? Well, no need to worry about that because Qlik has that part covered. In today's article, we'll be talking…
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The ability to show multiple views
Hi, I have a module that has 40+ line items (columns) and i have saved a dozen views that show different columns depending on what you are interested in looking at. However this means i need 12 grids or 12 dashboards. This is because you cannot refresh to a different view as far as i am aware. Are there any plans to be…
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New UX: Ability to sort columns/rows via Show/Hide in worksheets
Currently, the end user cannot change the order of list items displayed in columns/rows in the worksheet pages. In the old UX, while selecting items to show/hide, you can change the order of the list items. With this enhancement, the end users can customize their "My Pages" better and it will eliminate the need to utilize…
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Sorting lost in New UX with pivot
Hello all, I have an use case, where I have built a screen with nested dimensions i.e., multiple lists as dimension in rows. When I have more than one dimension in rows, I loose the sorting functionality available on new UX. But the users need to have this these lists as rows only and we need the sorting as well. Do we…
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Dashboard design support
How many of you Model Contributors are also the ones building dashboards for your organization? In our UX Designer hub, you will find Best Practices, How To articles, and a discussion board to help you design and optimize your dashboards for stakeholders and other audiences. Take a look and let us know what you think!
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Ability to show/hide an additional insight card based on a boolean line item
On worksheets with a large number of additional insight cards, it can be overwhelming for the user. It would be great if we could configure each card to be visible / invisible based on a boolean line item. The behaviour would need to be context-sensitive: for example, the boolean might be dimensioned by Users, or by one or…
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Highlights from yesterday's event
📣 If you attended yesterday's UX Designer-focused event, we'd love to hear from you!📣 What did you like? What more do you want to hear about in the future? Were there any key takeaways you'd like to call out? We're dedicated to making your UX experience excellent, so please share your thoughts here!
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Search shortkey within
Would like to have the same shortkey as within Classic UX (Ctrl + Shift + S), to go directly to the search bar within grids/ worksheets.
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Make dimension drop-down menu wider
In the UX, when clicking on a selector when you have a big hierarchical hierarchy, you can't read the elements anymore in a proper manner. The drop-down menu box should be wider instead of having to scroll to be able to read it.
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Filter data on criteria that can change month to month
I'm fairly new to Anaplan and I'm sure if I'm approaching this issue correctly so I thought I'd ask here. We have sales rep data that shows what "compensation group" they belong to for a specific month, along with what they sold and earned in that month. I'm trying to create a FYTD report on this that shows each…
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In Case You Missed It: Watch UX Designer Hub Event
Excited to share my conversation with Felix Bein, @BCSFB Certified Master Anaplanner & Manager | Enterprise Performance from Deloitte and Taylor Giesler, @taylor.swisher Manager from Lionpoint Group from yesterday's session. During this quick hour long session we touched on the following: * Transitioning from Classic to UX…
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Looping Time Period Graph
What I am looking for is to leverage the concept of a continuously changing graph, essentially, having a pie chart, line graph, area chart, bar graph, etc. that when changing across a dimension (say time), that the data and identifying features also update as the given graphical display updates. In short a pie chart that…
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How to reference user dashboard selection (new UX) in module
Hi How to reference user dashboard selection (new UX) in module: Let’s say “USA” region is selected in any synced graph in the new UX, and this is reflected in the region context filter at the top of UX page. How do I reference the selected value “USA” in a module? A simple formula for me would be “if [selected value] =…
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Drill-down for second chart - page sync and chart filters not working together
Hi everyone, I'm finding that when I enable a filter on a dashboard chart in the UX, then page sync is not allowed for that chart. I want to be able drill down into the chart figures - this drill down doesn't appear possible yet in the same chart (Drill down for a chart - Anaplan Community), but it should at least be…
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NEW UX Automatically generate code in forms
End users have to populate Code manually when using Form. This can generate manual errors. It would be very helpful if we can generate codes automatically based on name or other properties of the list.
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Too many blank spaces
The new UX in Anaplan has a lot of white/ blank space. This is especially not helpful when you are using Anaplan on a Phone/ Tablet.