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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…
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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