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Option to show and filter on list properties within a module
It would be great if we could elect to display list properties on a dashboard without adding line items to the module. You can add these properties when exporting but unfortunately there isn't a way to do this within the application. When you have a module that is dimensioned by time there isn't a good way to display these…
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Dependent dropdown availability in a New UX Form
Hi I have created a Form in the New UX which contains 2 list formatted line items - L1 and L2. The lists have a Parent-Child relation, so I have set the selection in Line Item 'L2' to be dependent upon the selection in Line Item 'L1'. This works well when we are making the selections in the module grid, but when we select…
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Quota Setting & Incentive Compensation - Executive Dashboard Examples
Hi, We are currently working on a Quota Setting and Incentive Compensation project for a MedTech client. We have been asked to create Executive Level / Leadership dashboards and hence wanted to check if there are any relevant mockups / dashboards / apps available that we could leverage to understand how these dashboards…
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Process name not updated on Dashboard
I noticed a strange behavior on the dashboards for process buttons. Unlike actions, when one updates a process name, it does not change on the dashboard (assuming the process has been published to one). Any reason why this is the case?
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Level 2 Sprint 2 Global Demand UX
These are the instructions for the Global Demand Assumptions UX. I built mine in My Pages and I thought the instructions said I can't upload the Volume Growth rates. My cells in the Growth percentage Increase grid are editable. Does that satisfy the requirement?
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Anaplan throws an error while trying to hide more than 1000+ month line items
Hi Anaplanners, My existing view consists of 4 line items with 3 line items showing only All periods and 1 line item showing months and years from 2010 till 2035. I need to add a new line item to this view which should show only All periods similar to remaining 3 line items, but when i am trying to hide months and years it…
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Need to clear fields based on checkbox
Hi, Please help me with the below query I have a scenario, where I need to clear the start date and end date based on the checkbox. When I am unchecking the checkbox, the start and end date should be cleared. Currently we are maintaining it based on conditional formatting to make it red when no checkbox is checked and date…
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Help: Saved View with Production List (versions) not pulling through to Prod - ALM
We are creating a saved view in Dev that uses a Production List, and the view is not populating in Prod when we push through. This seems to be an issue that would be common, but I wasn't able to find a community solution. The saved view has our custom versions list in the columns, the issue is since our custom versions…
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Ability to run bulk copy in the NUX
Sometimes you build a model and/or a page that must be managed by another person, but you need that that person runs bulk copy from a version to a version; I think could worth to have the ability that a user can runs the bulk copy function from the new UX instead go to the classic models to run this action.
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Organise/ sort the card template library
Card templates are really helpful but unfortunately, you can't sort or arrange them in the library. If there was some way to organize them (into folders perhaps) or change their order that would be great. Thanks Tom
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Changing the display order of Page Level Context Selectors
Can anyone advise on how to change the left to right order that Page-level context selectors are displayed in the new UX? I've tried: 1. Changing the order the lists are selected in the module 2. Changing the Pivot of the Saved View 3. Changing the Default View Pivot 4. Renaming the Lists to be in Alphabetical Order 5.…
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Smart Filter not working in NUX
Hello, We have a dashboard which features a smart filter for sales rep. When you select a name from the smart filter, the corresponding grid's selector only holds the accounts owned by that rep. This functionality is fully operational in the classic dashboard. However, when we imported that classic dashboard into the New…
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The Master Anaplanners' UX Cookbook
Please note: the links in this article are out-of-date. We're working on new resources. Thank you! Brought to you by Certified Master Anaplanners. “Our business owner (Finance Manager, FP&A) was ecstatic that this page empowers his team to recognize trends and evaluate variances much quicker compared to with the classic UX…
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suppress zero on all chart types
We can currently suppress zero on waterfall charts but don't have the option to do this on other charts such as Pie & Donut Charts. We could apply a filter to exclude zeros but in an effort to keep things consistent it would be good to have the option on all chart types. This would also give the ability to end-users to…
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Select which elements on a page should be exported to PDF
When building a board in the UX I would like an option to show or not show each element (e.g. if I have user filters showing that I might not want to export) when the board is exported as a pdf, both for tiles and for page selectors, headings, etc
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Moving models to new workspaces
Hi am new to Anaplan and recently requested for the creation of my own personal workspace as I continue with model building journey past Level 2. I did this as the training workspace allocated to new learners is getting rather cluttered. Upon the creation of my personal workspace, the next step would of course be to move…
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Ability to Archive apps in the new UX
In the new UX, we would like an ability to archive Apps. For those leveraging app copies as a part of their ALM process, it requires keeping copied versions of the app for a period, which clouds up views for end users and causes confusion, or backups of the apps themselves as retained by Anaplan. We would like more…
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NEW UX - Export Boards as PDFs process
Hi Anaplan, It would be great if the NEW UX had the capability to export boards as PDFs for reporting. Many customer are asking for this as they have previously created many reports using this in the OLD UX so would like to see the functionality in the NEW UX. Thanks, Usman
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New UX Grid card Multiple Dimension Sizing in rows
Hi, I have a grid to publish in New UX page where it requires 2 lists in rows. I am unable to resize the width for each list individually in the grid card. In my case, List 1 in rows have smaller names and List 2 in rows have larger name which requires sizing but with less extra white space.
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Dependent Page Filters
I have a view published with list-1 in rows list-2 in columns list-3 in pages list-4 in pages. The dropdown for list-4 is dependent on item selection from list-3 and vice versa. Filters are created for that but when applied, I couldn't see the option of Current context. For Example, List 3 has A,B items List 4 has a,b,c…
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Context selectable parent to add list member via Form in NUX
When adding a new list member via a Form in NUX, it is not currently possible to choose the parent by selecting it from the list in another grid on the worksheet. This would be similar to the CREATE action in classic dashboards. While you can prompt the user to select the parent (or hard-code it), in many cases the lists…
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New UX grid card Multi-row dimension sizing
Hi, I have a grid to publish in New UX page where it requires 2 dimensions in rows. It would be helpful if we can have an ability to resize the width for each dimension. In my case (in the image), Dimension 1 in rows have smaller names and dimension 2 in rows have larger name which requires sizing but with less extra white…
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New UX - field does not show period
Hi: I have a module where I can enter end period for my business case that uses a customized time range (not model calendar) However, when I want to fill in the data in the New UX, the values that lies outside of the model calendar are not visible. For example. When I select Project April: As you can see, the end date is…
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Re-Ordering Line Items in New UX
While we can choose the line items to be published in New UX, we cannot re-order the line items. For this, we need to go the Classic, change the order in saved view and use this view in NUX. Can we have this feature in NUX? It would be very helpful to be able to re-order line items, as in classic.
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Change order of line items - New UX
We need the ability to reorder the line items within the New UX. At the present time the only way to change order of line items is within a saved view. Also add the ability to remove line items/hide line items after you have a view on the Page. If you want to hide selected line items for certain months going back into the…
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Remove "reset" from top right corner of UX PDF board exports
When exporting a board as a PDF if a page selector has been used to drill down into a certain area, for example, the reset icon exports as well! It makes what would have been professional looking outputs look amateur. Please can this be fixed?
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Notification stopped working: Notification failed to send. Please try again
Hi, We have a notification in the new UX, with 10 recipients, and a message, and it has been working for 3 months and today it stopped. The message 'Notification failed to send. Please try again' and no reason or idea of why? Has anyone else suddenly got this issue, nothing in the module, the data or the mailing list has…
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NUX graphs to sync with time in worksheets
I discovered that graphs in the additional insights pane of worksheets are behaving differently than in boards. The time dimension in graphs doesn't sync with the selection. This means that you can select FY20, your worksheet grid will sync but you graph will still show you the entire model time range. This is intended…
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Time Line and Map Chart in New UX
Can the Time Line and Map Chart functionality please be added to the New UX? My company utilizes both charts for internal and demo models and it is a key functionality we are missing when migrating some of our dashboards.
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New UX: Update KPI Cards to be color coded
Hi team, I am keen on seeing the KPI cards advanced further to be color coded as well (perhaps based on the conditional formatting in the module views itself). For e.g. - If a KPI number represents a growth % then the color/card text background could be highlighted as GREEN or RED otherwise. This would make the UI much…