User Experience

HI I am trying to create a page which shows the % of fees by geography and then how this % has changed since the last version. In the model I have done this simply by saving 2 views, once with the calculated %s and one which uses the COMPARE format and I have selected the version to compare to. However when I try and add…

Hi everyone, As I was working with Anaplan new report page I noticed that there is no possibility to use module saved views as data source for these report pages. (I have also added some picture for references, please check 1st picture for this case). Pages and worksheets offer this functionality and I think this is a very…

I discovered in Anapedia that there should be a feature to add apps to your favorites. It is also mentioned in the June 21 sneak preview for July. Yet, I don't find this feature - I can only add models or pages to the favorites. Am I blind? 😅 https://help.anaplan.com/6011ea93-d921-45be-b98e-12894e86a8bf-Favorite-an-app…

What is the purpose of a specification that allows a list with no parent hierarchy to not only have children of the top-level element, but also to add to each child itself further children belonging to the same list? It would be nice to be able to prohibit the addition of children belonging to the same list to the children…

Hi All, I have a situation where I am not able to hide the shipping method values in my UX page. It should show only when a shipping method is used to replenish the stock. My page view is as below. Desirable view is How can I do this using Dynamic access controls. I have ADA02 inventory ordering overrides module created.…

Hey Everyone, As a best practice I create custom views when building in the NUX. I have plenty of colleagues that still prefer making saved views and bringing those into the NUX. Their reasoning is more based on comfortability than best practices. Wanted to ask the community on where people stand on best practices for the…

I have attached a picture of UX screen. Data has 3 level hierarchy. Level 1 color ie Eco Flint Level 2 color ie CD, CF Level 3 product ie CF0725W The page selector show all three levels available to select. If I select Level 1 or 2 results are correct. If I select Level 3 the page selector defaults back to level 2 and…

We have three planning levels and want to be able to filter based upon an attribute of one to show all three. L1 - Client L2 - Department L3 - Product The attribute we want to filter by is Territory, which is determined based upon the L2 Department Level. I think that this is a dimensionality issue and there is not a…

Currently, it is intended that actions and processes executed via the API return taskId's visible in the /tasks/ endpoint. These same tasks when executed via the web UI are not intended to return a taskId, resulting in different levels of detail returned by the API depending on the method of execution. We propose that all…

A relatively simple request. But could we have a summary style option that is the same as Summary 2, but with the above the cell? To me this would be used for subtotals and it just makes more sense that the line be above the number that is considered the Subtotal?

Hi All, in NUX when Users need to load the file, they can see following message: It always says 'select the CSV file'. This is really confusing, because in this case Users are obliged to load Unicode Text file. Although, they always see CSV here. We are not able to edit or customize this message. Using classic dashboard,…

Imagine if we could share pictures through Anaplan. And upload pics not just from a URL but from our phone. As a sales person working in distribution, you can take photos of the shelf space of your products by point of sales. As a quality manager working in retail, you can take pictures of the retail space to check…

I'm using Line Item Subset to filter line items. This filter would be published in the New UX and the user will be asked to select the respective Line Item and the selected line item would be displayed. How do I approach this build, could someone suggest a tip, I want all line items to be displayed by default and when…

Hi, I have a P&L with 20 line items currently in a module. This has 2 other dimensions Entity & Division which are Lists. It has native versions as well and monthly time. I'm trying to create a new module which takes some lines from this P&L with different combinations of Entity & Division which I'm comfortable creating…

Hi all, I am unable to adjust margin for my cards and chart. I know how to do it but it is not just working. The middle dots on each cards are not displayed. Help out please. Regards, Eboseremen

Facilitating images insertion by enabling users to copy and paste images (instead of uploading them to a Google Drive, Box, or Sharepoint).

Ability to export secure images. If an image is not public, it is not included in the export. Example:

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.

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…

Is there a way to view the previous comments deleted by a user on the comment boxes? 

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?

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

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…

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…

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. 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?

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…

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 .....