User Experience

Sequence of Entries in LineItem Subset Changed on NUX Page
We used a LineItem Subset to create a module to display a report on a new UX page. The entries in the LineItem Subset are in the sequence that we need. However, on the NUX page, one of the LineItems, 'Operating Income' has moved to a different location. The screen captures show the LineItem Subset entries and the rows of…
Hierarchy in Grid
Is there any way to flip the hierarchy display in grids and worksheets so it is top down instead of the default bottom up?
New UX: Nested list of Categories in Navigation header and App page
Would be nice to be able to add more than one level of category for Pages in navigation. This is how it could look like. In the example below I have a Category called "3. Procurements" which has quite a few pages which essencially consist of sub-groups: CAN, PET, CAP, etc. On App page it can look like this:
Multiple Line Item Context Selectors
Hi All, When there are multiple line item context selectors on a page from different cards/grids I do not seem to be able to filter the line item selection. This is due to the fact that in the settings wheel of the page for the line items context selector not all line items are visible. I cant seem to seem any real logic…
New to Anaplan
Hello Anaplanners, I am a new member to the 90 day free trial training program and I am looking to expand my knowledge and ultimately my career. I have seen the demand for model builders and it has peaked my interest as a potential foot in the door to the finance industry. Right now I am working in a Supply Chain/Admin…
copy down and copy across
can somebody explain me difference b/w copy down and copy across
Allow the Page Builder to create and store filters on a Worksheet and then use them as selections.
The Page Builder would: * Click the Filter on a Worksheet * Add various selections and see the filtered results * Click Save Filter and give the Filter a name (similar to saving a card template) * Now they would have the ability to Add/Remove these Saved Filters, similar to adding Quick Links * Each added Saved Filter…
NUX - cards on a board
In the NUX, how can you edit cards which are published if nothing shows up in the template library? Is it possible to add two cards from different boards onto a new board or do you have to rebuild all the cards?
UX Export having the same export options as Export from module in a model
Hi, as above it would be good if a user on the UX was presented with the same Export options as a user exporting from a module in a model.
Expand the Description field in the Card configuration (New UX)
In New UX the Description field in the card configuration is too small, so I can't see the full text, so I need to use an external text editor to check it.
How to view the legacy modeling experience?
Hi! I'm in the training and it recommends viewing in the legacy for training purposes. attached are screenshots of discrepancies between what the training said and what my workspace looks like. Note there isn't a toggle feature.
Run action when Status is correct in UX
I want to run action only when status is correct. And I don't want to run action when status is wrong. I create a status Lineitem(which is Text format, "correct" or "wrong"). I could do it by going through "open dashboard" process. But in new UX, I cannot use open dashboard function. How can I solve this?
UX: Card Blocks/Groups
Initial Idea: (1) Would be nice to be able to group cards on a page into a single container and save it as a single template. This will allow me to save time on repetitive builds where I have to publish the same header with 10+ separate cards on all my pages (workflow status steps, filters, company photo, custom…
Synchronizing members on two grids
I have two cards (see attached screen shot) on the new UX dashboard. (different dimensions for the 2 modules so they couldn't be combined to 1 grid) My goal is that, when I select the project (row) on the left grid, only the project that I select will show up on the right grid. So the project members synchronize. I think…
Update the colour of the bar and button in the New UX?
Hi, Is it possible to change the colour of the bar present at the top in the New UX which is by default blue to something else? Also, is it possible to change the colour of the buttons placed in the New UX from blue to some other color? Thanks!
New UX: Allow show/hide selection at page level in Pivot Data window
As a Page Builder it would be useful to be able to apply a show/hide selection to an item on pages during the configuration of a card on a board. This would be done in the Pivot data window within the view designer, as it is for items on rows and columns: This enhancement would allow users to hide line items that are…
Create Action in Worksheet in new UX
Hi, Can we create an action in worksheet new UX like board? If an end user wants a separate import action to click in dashboard, then how to create that in worksheet? Thanks in advance. Regards, Sandip
UX: Change available hierarchy levels on global page selectors if used as a dimension
Currently I can change available list items and hierarchy levels for global selectors which are used as page selectors in a published module only. In the example below Plant list is used as a page selector and avalable to Filter and Show/Hide items listed in the selector. Although, if I would like to enable Materials level…
Access multiple tenants with Tableau connector
As an Anaplan Partner / solution consultant I need to analyse regularly data from Anaplan Customers. To do this efficiently, I want to have direct access from Tableau via the Connector to multiple tenants / customers without the need of downloading large data sets to the hard drive (which in my opinion is unsecure).
Working with Anaplan’s New User Experience
In this comprehensive course, you will learn the basic procedures for using and building with Anaplan’s New User Experience (New UX). After an introduction to the New UX, you will select your role as an end user or a page builder and complete lessons relevant to your role. At the end of the course, learners can complete…
Default Time Selected on a Dashboard
Hi, I am having trouble with the default time dimension across my dashboard being synced up. I know Anaplan says a best practice is to select your page selectors at the top of the page no matter what so you know everything is synced, but realistically some aren't going to do this no matter how many times you tell them.…
Guidance for UX Performance Optmization
Hi All, We've had some issues with the UX performance and are in the process of trying to fix it. Our first step in fixing these performance issue will be to optimize our models formulas using best practices outlined in the Planual and community resources such as this excellent article on formula optimization. I'm curious…
Data Discrepancies Between What's Displayed In App Page and Source Model Module
I recently ran into an issue where there were data differences between what was displayed in the app and what was displayed in the source model. The source model had the accurate data while we could not trace where the data in the app had come from. I checked the usual suspects to confirm I was looking at the same…
New UX: Set a Default Source Model in each Slide / Dynamic way to refresh source Model
It would be useful to have an option to set a Default Source Model in each Slide of the Report allowing users to reconcile data between 2 or 3 models in a single Report without the need of reselecting source Model in each Slide again and again AND/OR instead of opening multiple Reports side by side and do reconciliation.…
Multiple Model Access in New UX: Report Page View - selection of Models in each Slide
I created a Report Page containing data from different models, e.g. Slide 1 contains data from Model 1, Slide 2 from Model 2. An issues is when I click to each slide, I need to re-select respective Model to view the data, i.e. if I am in Slide 1, I need to select Model 1 and Slide 2 displays the message below. Is there a…
Allow the Page Builder to select if a Card will show in the Mobile App or not
There are situations where certain cards are used purely to get other cards to be properly aligned. There are other cards that make sense/are nice in the desktop experience but are extra/noisy in the Mobile experience. The request: give the ability for the PB to uncheck a switch/slider. The result would be that the…
New UX - Sequence of Items in Page Selector
When a composite list is used as a page selector the entries are sequenced by their order in the list. We want to display only the detailed entries in alphabetical order. Is that possible in the new UX? For example, our business units are grouped by type. The Business Unit list has a parent, Business Unit Type. However, in…
Dashboards - User Usage
Hi Colleagues, I've recently started doin a cleansing exercise in one of our models to remove old and redundant data (lists, modules, actions, dashboards, contents, etc), pretty much everything that we can think of. We don't use the new UX and pretty much all the navigation is done through open dashboard buttons rather…
UX tables - Format / Justify text where hierarchy exists
Dear All, I expect the answer is a no, but I thought someone might have a tip or trick. I employ a lot of hierarchies and when this draws through to a table in UX I find the text of the rows to be staggered in line with those hierarchies. Is there some way to justify/re-align/format text in the rows of a table? Many of the…
13.9.3 Activity Editing On function
Any reason as to why I am not allowed to turn the Editing function to ON?

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