User Experience

Expand and collapse items in a grid
As an mobile builder and as an end-user I want to expand and collapse hierarchy rollups and line item summaries So that I can more easily consume grid data.
New UX - Allow for Expand and Collapsing of Hierarchies in Context Selectors (like Classic UX)
In the Classic UX, users were able to view a hierarchy with everything collapsed and then were able to choose which portion of the hierarchy they wanted to view by selecting the (+) expand button on each node. In the new UX, everything starts expanded and has caused our planners to become quite frustrated with the…
Synchronise Scrolling - Being abble to synchronise more than 4 cards
Synchronise Scrolling is a great evolution that really improve user experience. But a group is limited to 4 synchronised cards on a board. Why so ? I have some cases where the user actually need to synchronise 5 or 6 tabs… It is a bit frustrating to have this limitation.
"Screen Selector" and "Context Selector" is not auto setting for all user (need to set manually)
Hello guyss, I need your help. So now on my project, I want to use below condition: If user select [ALL], then all product will show on the grid. But now on my ANAPLAN, this [ALL] selector does not show ALL the product, but only show the [Bottom], like below: when I check, I found that setting between the "screen…
Many to one text merge
Hi, In my FP&A model end-users can add comments(in text format) to a variance module that is dimensioned by the user list(among other dimensions). How can I consolidate the comments so we can see comments from all users combined? I'm thinking we would have a secondary module not dimensioned by end user. The main challenge…
New UX Idea - Hide empty categories for end users
Currently any user can see empty category either when there are some pages restricted for user's role or no pages at all. This can be irritating and I propose to hide those categories which are empty for users who do not have Page Builder role. In the example below there is a user with Supply Manager role who is not…
Seasonality Chart—Simple as That
Comparison By Year Comparison By Year Several times I have been asked for a chart with the possibility to compare seasonality or month over years. It´s proven to be both popular and useful in its own simplicity. In a regular line chart, you’ll have all time periods after one another, whereas, in this version, you´ll be…
New UX - restrict access to multiple pages at once
Although we now have the ability to restrict access page by page in the new UX, it would be more efficient if there was a way to restrict access for multiple pages at once, and also if there were a way to be able to see the current restrictions on all pages.
Cmd + K/Ctrl + K Hotkey to open model search
Most modern websites use Cmd+K/Ctrl+K to open spotlight with quick actions or search. Anaplan uses Cmd+Shift+F/Ctrl+Shift+F. I believe that in future this window will be more than just a search so it needs to move from "search" hotkey to "spotlight" hotkey. It will greatly improve model building workflow and increase…
New UX - Keep Show/Hide Selection when doing a re-pivot
Currently, if I do the show/hide in a Custom View, then changing the position of dimension (re-pivoting) causing resetting of Show/Hide selection. I would like to be able to keep the selection even after re-pivoting, similarly to Classic UX.
Number Scale Billions
At the moment it is possible to scale KPIs in thousands and millions but it would be great to have this option for Billions too. It would be helpful to have this option available outside of just KPI cards also.
Can't apply a filter to time in Worksheet
I am trying to apply a filter on the time dimension in a worksheet, and am unable to do this like I can in classic…either as an end-user or page builder. Is this an issue? On purpose? I'm trying to filter out zero value (across all time) line items: …but when I select the FY24 column and the filter funnel there are no…
Show/Hide Applied to Page Selector on Desktop not working on Mobile App
Hi, We have various boards and worksheets where show/hide and filter functionalities applied at the page selector level. When viewing the page on the Mobile app, the hidden selector values become available on individual cards. Is this a common issue? Are there available workarounds? Thanks!
Sum on dynamic filter selections
Looking for a way to sum off a data module based on dynamic user selections. My dashboard has a filter(dimensioned by user). Users select any combination of these dimensions(except amount and account). Sometimes fields are blank so a simple SUM wouldn't work. Ultimately the summation would live in a P&L statement so also…
Level 3 Sprint 2 US 2.5 Account Exception UX
JaredDolich I created the dashboard Account Assignment Exceptions, but the button "Finalize Assignments" did not work. I created the Action " Finalize Assignments" with "G4T Territory>Account#.Display Name". How did you realize it? Can you please suggest if I am missing any other instructions? I went through all the use…
Need ability to automatically run Workflow template as an action button in UX page
Would like the ability to go to add an action button in a UX page that would run a specific workflow template that has been pre-configured against the action button. At the moment you have to go workflows and manually select the workflow template you want to execute and add extra information as an instance name for the…
Block the extraction to excel of a grid that will fail due to too much data.
Sometimes users in the UX, when trying to export data from a grid to Excel, will accidentally attempt an extract that has too much data to Export to Excel. We request an improvement to the platform to stop an extraction that will fail based on the user having too large a selection. In one example, a user triggered an…
Ability to see summary list levels indented and bold in New UX
In the old UX you could easily distinguish summary list levels from bottom levels on a page as they would be indented and bold by default. in the new UX there is only option to make all the rows bold or not bold at all but no way to distinguish easily summary levels. Would request if we can make this available to be on par…
3.4.4 Activity: Create Stock Exceptions Review UX Page
Hi All, good evening, I am doing the activity but did not get what we are asked for. First, what is a stock exception count? How to add it on an user page? And, is there any faster way to have the context selectors than sync diff charts or tables ? Thank you in advance for your help BR Arthur Robbe
Initial Page based on Selective Access
When publishing a module on a dashboard you can specify an Initial Page, an item from Page Selector that will be selected once you reopen a dashboard. For reporting dashboards, I normally put it on Total level (Total Zones). If Selective access is enabled for the Zone list, and a user has access to a specific Zone, the…
Multiple models & Comparison in a single Page
Hi there, Just wondering if we are able to link 2 or more models in a single page? If multiple models can be linked in one page, can we compare the data from different models and have the comparison in the page? Thanks! Kelly
End User unable to run action to update a subset
Hi All Have a super-user who is Full Access as model role but not a Workspace Admin and so therefore should be able to run updates to list subsets. Is there something in the depths of Anapedia that says that this isn't possible? I'm almost sure that we're doing this elsewhere in other models. Thanks Andrew
OEG Best Practice: The MOBILE way: Best practices for building in the UX for mobile devices
To achieve the ultimate Connected Planning experience, Anaplan users can use the mobile app to stay on top of their data from anywhere. With Anaplan at your fingertips, creating pages with mobile in mind has never been more important. To design and build pages that look and work great on mobile, use the MOBILE method to…
Ability to change Font in UX
I have been asked by several customers about the ability to change font in UX. It is even more topical with the report page in UX. When you have invested in your brand and use a certain font you want to use that font in Anaplan as well if Anaplan is going the be where the report is created.I would say Bold, Italic and…
Level 2 Sprint 2 2.4.8 Activity: Create Detailed Demand Review UX Page
I understand that little instructions in the said section is intentional, but I am hoping someone help me out break it to me, maybe rephrase to include a little more detailed, if possible. Thank you,
Show "Used in Page" reference in Modules Settings
As a model builder, it would be extremely helpful to have a "Used in Page" reference in the Module Settings to show where a module is used in a page, similar to the Used in Dashboard feature. This would allow for much more efficient auditing and help tremendously with model cleanup. This is especially important since we an…
New UX - Share My pages with other users
Being a Business User, I would like to be able to share My Pages with colleagues. Currently, I can only share App page via a link. However, if I prepare some modifications on My Page copy, I want to be able to share it.
Add items using action button in new UC for the selected hierarchy
Hello Team, I am facing an issue where i am working on list with hierarchy Plant>> Building>> Process>> Scenarios. I have imported the table in UX and using context selector i am on the view specific for process (lets say A). This table have Process A and 3 scenarios below it. Using Add button, i want to add 4th Scenario…
Need Set Global Default Format Grid function in New UX
My users want to make it possible to set Format Grid - Small for all grids in the New UX. This function exists in Classic UX to set all dashboards to Striped, Ruled, etc. We would like to have this opportunity to set all grids of one App in New UX to one style, e.g. Small which will improve screen space utilization.
New UX - Landing page for NUX Apps
I would like to be able to set up Landing Page for App so that when different users enter the App, instead of Contents Section they will see Landing Page. If will allow simplifying the navigation in the App in case it is full of pages.

User Experience

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