User Experience

Management Reporting: Export secured images
Ability to export secure images. If an image is not public, it is not included in the export. Example:
Cannot Select An Action In New UX.
I cannot select an action in the New UX, even though the model has an action. I would like to know if there is a solution. The following has been confirmed. ・Load the screen again. ・Check the Manage Model.
Users list as dimension in module
Hello, I create a module which is based on the 'Users' list. Admin of the model needs to have option to see all the users, but for now only I (Model Builder) can see all the list of users and the rest see they only see themselves. How to solve it? I will add that the settings in blueprint view are as in the attached…
NUX Comment boxes
Is there a way to view the previous comments deleted by a user on the comment boxes?
13.6.2 Create Volume Inputs Saved View for UX
Hello All, I am having hard time with getting the Chart UX to only show forecasted months. Can someone lead me in the right direction?
Sub Modules Not Displaying in My Pages
Hi all, When I try building the Margin Summary in My Pages the sub modules like "Forecast Period" does not display for me to select as a data sources. The selections only shows the main modules. How do I manage this? See attached for more clarification in lesson 13. Regards, Eboseremen
Toggle the Aggregation (e.g. SUM:) part of Formulas Off to Make for Easier Reading!
Hi Anaplan, One of the things customers love about Anaplan is the easy-to-read formulas/ references that are visible through drill down or when modelling. However, the aggregation part of the formula (while important) can sometimes make the formulas look more intimidating than they really are and much harder to read. It…
Publish with Time and non Time Line items
Anaplanners, Quick question. I have two separate modules 1) Module 1..dimesnioned by only Project List with X number of Attributes as line items. 2) Module 2 Dimensioned by Project List and Time and line items. Is there anyways that I can have a single a view, with Project names as row headers and Time along with non time…
Call Anaplanners France-S2E2-Part 2-Oct 2021
Dans ce call du mois d'Oct 2021, Richard Saint-Julien (Avant-vente Anaplan) partage des bonnes pratiques pour réussir une Expérience Utilisateur, et poursuit la découverte de Management Reporting. La vidéo et le support en pièces jointes.
Classic dashboard V/s New UX Pages.
What is Major difference between Classic dashboard & New Ux. Could You anyone help. Thanks in advance.
Can you add tool tips to a UX page
Can you add tool tips to a UX Page. Specifically is it possible to add a tool tip to a text card which has links to other pages so that when the user hovers over the card they see the tip?
Case sensitivity
Hi In one of my project i need to check whether the opportunity name already been used or not with Boolean but Anaplan is not considering the case sensitivity. For Ex: if the opportunity name in Apple and user comes in and input apple(with no capital A) Anaplan is recording it as a unique name. Ideally it should flag for…
NUX restrict access - rename please
I find the Restrict Access naming very ambiguous and always have to test it to confirm how it works. This screen is not restricting access but Granting access. I click a user Role to grant it access. I accept that deselecting is restricting but .....
Management Reporting: Context Selectors Synchronization for Subsets
Have context selectors synchronized for list subsets when they are made from the same list. Let's say that I have a page that contains both a chart and a grid. Both are dimensioned by two different subsets created from the same list. Therefore, I have two context selectors. Those context selectors do not synchronize when…
New UX - Pages Visibility Layer (by Roles and NewUX Pages)
Hi team, Currently, we have a few global programs in different business areas that unit numerous groups of users from different regions and countries. Mainly we use a global approach for each of county but still need minor customizations for them, so for end-users convenience we have to create customized pages based on the…
Time period check box
hi! When I tick a checkbox for a year, I want that month to be displayed in full. I think it's simple, but I can't do it. Please help me.
Model Building
How to I get access to Page Builder Role. I am in the middle of L2 Sprint 2 and their is an activity to create App and New UX and create action cards..i have no idea how to get it.Can somebody explain it to me step by step. Thanks in Advance.
Emoji-Text
Guys, I am using Emoji Icons (text-general) formatted to be displayed for my various reports. I have however encountered couple of scenarios where there are inconsistencies. In my board report the pdf export correctly captures the Emoji Icon as is. However while exporting to PDF using Management Report (new Reporting…
How to add multiple comment box on grid card ?
How to add multiple comment box on grid card ?
Multiple Models in NUX Management Reporting?
Hi, I was really excited about the prospect of having a report that could have multiple Anaplan source models. We have separate models for daily detailed customer/product sales information, monthly financial reports such as the P&L, and HR for headcount information. I want to create a single report in the NUX for a Branch…
New UX Notification Action Dynamic setup
Anaplan has rolled out a flexible option of Notification action but based on clients requirements few enhancements would be helpful. Please find below few thoughts on enhancements: 1. To setup dynamic text by looking at any entities in model 2. To have look and feel customizations like adding custom logos, etc 3. Add…
2.3.13 Activity: Action Card
I'm having trouble with the Global Demand Forecast UX. One of the items which should be added to the UX appears to be an action card for importing data. However, the card type is not available, and the page (and video) states "Note that Actions cannot be added to personal My Pages; they can only be added by a Page Builder…
New UX - Color formatting Hierarchies by level
it would be useful to have formattable levels in hierarchies in the new UX, to obtain more readable views
Maintain Native Application Formatting Following Refresh (Excel/PowerPoint Add-Ins)
We have found that when leveraging the Anaplan Add-ins for both Excel and PowerPoint often times any formatting done on the data to resize columns/rows or change fonts/colors is completely lost following a refresh of the underlying data. We would like the ability to maintain native application formatting when refreshing…
New UX: Pivot user setup persistent after refresh worksheet
Hi team, I would be great if the pivot setup available on worksheet for end users was keeped in memory after refreshing the page like it is already for filter, sort and show/hide features. It was fix for show/hide function recently (Idea 68473), would be good to have the same for pivot as well. Thank you!
Report Pages: Table format should not override conditional formatting
When a table is published on a Report Page, and one of the formats is selected that has every other row shaded, I lose the ability to see the conditional formatting applied to that line item for every row that is shaded by the table format applied. It would make much more sense for the conditional formatting to be visible…
Action Button in New UX
I'm facing issues in New UX Action button . NOTE: Code AND Parent(Drop down selector) is a parent child relationship. When I enter a code in the pop-up of action button and if I click on Submit without even selecting the parent from the below drop down. The process gets submitted and that code gets added . Code becomes an…
Insert into a table of Dashboard
When any user try to insert a record into a table of dashboard, we will see "Child of" first as an option, though this is not expected behavior, as structure of production list will be broken. The clients will be satisfied if they see "Before" or "After" for options because they can easily imagin where to insert a record.…
Reselecting Line Items to show in the UX for Boards and Worksheets
* Current build does not allow the user to add/remove items to worksheets that mirrors the functionality in the classic models. If the line item is not included in the worksheet, you can not add a line item that is in the module that is used to create the worksheet. * We built the dashboards in the classic models with…
RESET button in NUX - Top level with hierarchy
Hi, With "reset" button in NUX, all list with top hierarchy without parent, the action will take top level. But when the list has a parent, the "reset" button make nothing. Someone has any idea ? Antoine

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