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…

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.…

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…

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…

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.…

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…

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…

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…

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…

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…

Any reason as to why I am not allowed to turn the Editing function to ON?

Hi, I’m wanting to add a card on the below Worksheet in the new UX, and I’ve got 2 questions/enhancement suggestions. Firstly, when I’ve pivoted my saved view to how I want to show it in my card, I only want to see the text box, and in my saved view, I’ve reduced the left hand column, to 6pixels in length, but when it…

Is there an option to have a page selector on the top of the module/grid in new UX (same as in classic DB)? As of now, I can see an option of page selectors on the top right of the page and also at the bottom of the module/grid. Thanks

Hi I am trying to complete the above exercise. My graph is not correct because the X and Y axis is not set at 0. Instead it starts at 15K. I have looked at the chart options but am unable to figure out how to set the axis at 0. Would appreciate some help. Screenshot attached. Regards Thiru

I'm excited to see new collaboration features coming to the platform but the lack of context being applied to comments makes them not very useful and will require very specific training and notice for users to make sure they do not share sensitive information with other users. A specific example is incentive compensation…

As an Anaplan user, I'd like to be able to log into Anaplan with the Excel Add-in using SSO. My IT team requires MFA (Multi-Factor Authentication) when using SSO.

As a Workspace Admin I would like to see pages that have unpublished changes. I can use this following any ALM push to publish the changes to ensure pages are updated.

The ideal scenario would be to have an interactive "export dashboard" dialogue box, allowing users to make basic layout changes to PDF exports of dashboards. With this, a user could preview the PDF before export, and make basic layout changes such as changing column widths (or just bringing the column widths already set in…

Hello, I have a 'Project list' to which multiple ARs can be assigned. The module has a dimension - project and one of the line items refers to the representation of the ARs assigned to those projects. I am wondering if it is possible to represent it in Anaplan in such a way: ProjectLine items - ARLine items - ValueProject…

Hi Team, I have a scenario where I want to apply a filter on time (page selector) based on the Version which is also a page selector. I tried creating a time filter module and applied filter but it is not working. Example: If I select Forecast Version then the time page selector should show me FY21, FY22, FY23 If I select…

Hello ! We would like to produce dynamics benchmarks with the new report It could be powerfull if we have the hierarchy filter option in context as it already exists for boards.

Hi team, Wondering whether there is a way to sync the movement of the vertical Module scroll bars on Dashboards. My current situation is where I am displaying data from different modules side by side where the same List is used on the rows. I want to only display the List once on the far left but obviously if either module…

It would be great to be able to add collapse cards on the boards - similar to Additional Insights- . It will allow the view to be clean but will also house the information to be accessible without going to another page. Boards are especially helpful when displaying charts and key KPIs and being able to house the supporting…

Having the flexibility to have the formula bar in the new modeling experience expended at the top versus jump to the bottom. In addition having the ability to move the formula bar around similarly to undocking and redocking so that the window has an auto-sizing feature when you toss it to the edges of your screen or…

Hi, I think it would be useful if we could sort cards simultaneously. Specifically, to sort a table and a bar chart at the same time. For example, I have a table of countries (list) with their price and volume values ( line items). A bar chart is used for visual presentation of this data as well. If I sort (from highest to…

It will be very convenient to setup width value of a window where user selects a list item. Or to make it always be as wide as the longest list item name plus width of tabbed white-space due to hierarchy visualization. This is how it works in Classic UX: New UX is shrunk too much. The same problem appears in fields: Yes,…

Would be nice if I could quickly select an import data souce when setting up new import based on the most recently created saved view. The suggested source item can be based on whatever the last source in the Import Data Source list is.

Hi Team, Having attempted to create the UX view as per the instructions in section 2.4.8 which I enclose, I'm unable to replicate the view with a filter on months that retains the weekly view. When pivoting time, I lose the weekly views and can only see the month's numbers, may I confirm how I can retain the weekly views…

I need to filter the chart based on Time using Native Time Filter(Hierarchy Filter) In New UX . For This chart, I have published the view in UX having Time in Columns, Line Items as Rows and applied Hierarchy Filter of Time in Context Selector. The Problem here is when I select month using Time Selection , the chart is…