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Level 2 conclusion INV01 export view
I have created an export view from my INV01 module. I've been able to deselect the hierarchy for the products but when I try to deselect levels for time the option is greyed out. I've tried pivoting the view and that still doesn't work. The export looks like the example except for the monthly summary. Can someone help me…
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New UX - Freeze Card/Action & Add Name Label for Page Selectors
Ability to freeze/fix a grid or an action on the top/any part of the page - So when the end user scrolls down, the frozen grid will also move along and will be visible throughout the page Ability to add name labels on/beside the page selectors in a page - In case of multiple page selectors, labels will clarify which…
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End User Dashboard Access after a Deadline (Temporarily Locking the Dashboards Down)
What is the recommended best practice for needing to restrict access (temporarily) to particular dashboards after a specific date? Would modifying the read/write access be the best approach? My use case is that certain dashboards will need to be locked down on a certain date/time and all requests/movement of dashboard data…
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How to clear dependent drop down list line item value
Hi, I have created dependent drop down list line item. . See below example data entered by user. Rack Market City is based on Rack market State. Market -StateRack Market - CityAlabamaBirmingham, ALAlabamaBirmingham, AL Later user changed state value to California and forgot to change the related city. But city is still…
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NUX - Access to pages to specific people inside a Role
Hi all Access (or restricted access) to pages are managed by role, but in this case, it includes all people attached to this role. Is it (would it be) possible to deselect people inside a role to give access only to specific ones? Thank you
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New UX: Send notifications / share page with context
It would be helpful if the recipient of a notification or a link to a shared page could see the same context as the sender, and not have to select the right dimensions themselves. Use case: Person A enters data and notifies person B to approve or comment on the new entry. P.S. This is possible using the Process Builder,…
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Filter List Hierarchy of non-composite list in the UX
Hello! I have found very gentle and beautiful solutions for filtering lists if they are composite ones, but i am struggling to build a filter for a-non composite list which has 5 levels of detalization. Hierarchy looks like this: And in Anaplan it looks like this (client does not want a composite list, he wants it in this…
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Enable user to choose picture size
From 1 line to several, so that a same dashboard can have several use cases (compact table to work on, then small/medium/large images to have a recap to browse).
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Documentation: It Starts With the 'Why'
Documentation is one word that gives most model builders a cold shiver. It’s associated with binders full of information lost in archives or the output of rushed efforts to complete an implementation. As an Anaplan partner, we come across a bandwidth of different approaches to Anaplan model documentation. Let's discuss our…
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Map Setup
Hi All, Is there a way where I can show all the 3 line items (Sales, Direct Cost, Indirect Costs) as a part of the country details within the map in the New UX?
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Automatically set Model Builders as Page Builders in New U/X
Hi, currently if you want a Model Builder to create/amend pages in the New U/X, you've got to go into Tenant, and set them up as Page Builders - an additional manual step before people can do their day job. Is there a reason why Model Builder's shouldn't be automatically set up as page builders? That's one of the main jobs…
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L2S3 Sys00 Time settings by month module Planning Period Filter
To add line item: Planning Period Filter? Saved View Name: Planning Period Filter for UX * Show only the Planning Period Filter line item * Filter to show months only I added this as a line item planning period filter as Boolean and entered true and then deleted it also added a filtered function filter by the line item…
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NUX Resize nested dimension columns
Re-sizing the columns in the NUX is possible at the moment. However the ability to resize the column width for the nested dimensions would be a great addition. In this way the user can decide what's the column width taken by each of the various nested lists instead of both taking the same space on the screen.
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You don't have access to submit this form error
Does any one encounter this type of error? I have a form in NUX where I can add a new item on the list, I don’t have any issue before but then suddenly I’m getting this error. In Dev model, I’m not having any problem but when I switch to the Prod model, then I encountered this. I have full access and an administrator as…
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Ability for end users to toggle between multiple 'saved views' of a module on a dashboard
Description: Ability to save multiple views of a module on a dashboard. This could be just access to the list of each module's 'saved views'; or it could be that each set of views might be specifically tied to a particular dashboard element. Then an end user can toggle between these views or select other views from the…
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Formatting NUX
I would like to have the option in NUX to: -color format rows on the grids -convert full numbers to millions/thousands. -apply background colors on cards. -more font and styles on headers/titles
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Defining Boundary for X-Axis and Y-Axis in Scatter/Bubble Chart
As a Model Builder I would like to have an options to Define a Boundary for my both X and Y Axis. The Problem statement is end user wants to see the plotting from the extreme left of the graph if the values for all the products is Zero. For Example, If I have single / multiple products in the list and initially the data is…
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Conditional Formatting for Bubbles on Scatter Bubble Chart
Need an ability to conditional format the Bubbles on Scatter Bubble Chart. As of now we can only Pick one color for all of the bubbles. Use Case: Deals as Series and Win/Loss as an attribute. Need to have Green bubbles for Win deals green and red bubbles for Loss deals. Striking out the idea: Seems this feature is already…
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Unable to create item - New UX Form
Does anyone have tips on how to analyze why a form is not working? IT is hard to analyze when it doesn't give any info but simply "could not create". Best regards, Johan
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NUX multiple source models
I have a number of models with identical structure and need a page which will run an action in the selected model. when I set this up with an action button. Say that I have Model01 & Model02, each with actions Test 1, Test 2, Test 3, Test 4 and Test 5 Model 01 is a Copy of Model 02, but the Test X actions have been added…
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Text Boxes on a Board
Is there a limit on the number of text boxes configured as links to pages on a page
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Concatenate values
Hi guys, i would like to know if its possible to concatenate values like this to create a code: - i have three line items : Year; Currency; Group - the final output i want for my code is : TypeYearCurrencyGroup i dont want to add a list or create a manual entry for 'Type' because it will always be the same since there is…
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NUX Comments - Delete & Tag
Comments functionality in UX is really amazing, we like how it enables users to communicate and collaborate within Anaplan. This is great step forward. I think this functionality could be improved to work even better. - I would like to be able to delete my comments - Workspace Administrator could delete all comments - I…
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Level 1 Training - New UX pages bug
In Level 1 training, sections 13.4.12 Action Card configuration, successive screen images run together witihout clearing the prior image. Also the audio is missing on the second and third screens.
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Use of built in templates.
Its good that Anaplan is a descriptive and comprehensive planning and analysis system but to make little easier we can use built in templates according to the needs of respective organization.
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Hide Columns & saving view
Hi, I have couple of questions related to new UX: 1. if or how a non workspace admin user can hide unhide columns on new UX? 2. And how can a non workspace admin user save his personal view on new UX? Thanks for the help, Divya
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New UX - Worksheet Not Fully Edittable
I have a worksheet with presumably editable cells (displaying purple text). I can edit these fields in the module itself, however I can only edit some of them in the New UX Worksheet. Others, still with purple text, won't allow me to make changes. If these same fields are blank, I can type in data. I cannot write new data…
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Mass add to Numbered Lists in NUX
We would like to create a table in a dashboard that allows end users to add multiple lines at a time. Allowing us to then assign the role/rate (or select from drop down) for what each line should include. Currently we have to add a line to a table (Number list) one by one in the NUX. Is this something we are planning to…
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NUX Multiple Source Models - Delay Loading When Model Changed
In the NUX we have an app that uses 3 source models, 1 DEV model and 2 PROD models. The models are for our Sales Teams to enter weekly forecasts for the Current Quarter (one PROD model) and the Current Quarter +1 (second PROD model). When switching between the models in the NUX we've had multiple users complain about the…
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Level 2 Sprint 3
@JaredDolich I have a question about selective access. I built the Stock Exception UX page and then continued to building the roles within Sprint 3. I added selective access to my P2 list for one of the roles. I was going back into my Stock Exception UX page to look at something and I don't have any data because it says my…