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Numbered list
Help
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Exclude Process Details for Demos without involving Tenant Admin for Page Builder Rights removal
As an external implementation Team member with page builder Rights, I want to demo processes and Actions in the NewUX the same way that end users see them (without having to double click "run process" in pop-up window). I want to swich process Details (that are only visible for page builders) on/off (e.g. by linking them…
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Tip - Publishing Model Documentation on a Dashboard
Hi guys, I would like to share with you a rather simple trick that will facilitate Anaplan users’ access to documentation within the model, contributing to increase the user satisfaction and early-adoption of the tool. Functionalities such the tooltips, text instructions, Line items with messages or conditional formatting…
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Enhance "drill" capabilities based on Property and/or Line Item
Idea: Functionality to have synchronisation between a Line Item and a page selector. Select/mouse click the cell of a Line Item and the page selector adjusts itself. Use case: I have several customers which plan on transactional level. Think of that SAP COPA is imported into Anaplan. A transaction can have many (SAP)…
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KPI Card, two sparklines
Would be great to be able to have two (2) sparkles on the same KPI-Card. The possibility to show budget vs actual in the same card.
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How often do you set the sales revenue target?
Hi In ref to the above, Is there a particular time (month) of each year (if annual) that the organisation begins the goal setting by role? (Country Sales Targets etc)? If yes - should access be granted on/off for a limited time period in which the user begins/finishes the target setting process . I understand it lead to…
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KPI Card - Sparkline in NUX
Hi, As per Anapedia, I should be able to add sparklines in NUX KPI cards. (Ref: https://help.anaplan.com/anapedia/Content/New_User_Experience/Build/Boards/Cards/KPI-cards/Add-a-sparkline-to-a-kpi-card.htm?_ga=2.83131935.821100742.1592740824-605168622.1586102450) I am trying to do the same with a Time Period dimensioned…
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Synced page selector not loading correctly in line chart
I have a classic dashboard built to display KPI data with two line charts, both based off of the same module dimensioned by month, KPI metric, and Project. Most of the projects don't yet have KPI data entered, so the data is heavily filtered to check for non-zero budgeted values. Both graphs have time on the x axis. One…
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NEW UX: Pivot Accessibility
End user's flexibility to pivot from New UX pages updated? If so, I can't see that option is available. @NewUX@anaplan
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PLANNING ∟ DASHBOARD ∟COLUMN NAME ∟ CHANGE COLUMN NAME
Hello. Dear Anaplan team. I am still new here. Got a task, to change the name of the column in a grid in a dashboard. Anybody who can help? Thank you. Yours sincerely. Martin.
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Show Upper members of hierarchy as read only/greyed out
Hi All, Is there any way we can make the upper members of a hierarchy as read only/greyed out when we publish the lowest member as the page selector on the Dashboard in the New/Old UI. Example - I have a hierarchy as P1->P2->P3. When I publish the list P3 as a page selector on the dashboard, is it possible that i can make…
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Sort Page Selector on Dashboard
Hello Everyone, Is there any way we can sort the page selector on dashboard in ascending/descending order having 3 levels of hierarchy in the both old and new UI/UX? Example I have a hierarchy as L1->L2->L3 So if i apply a sort it should be applied in all the three levels and reflect on page selector published on…
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Grid Actions Working on Some Occasions and Getting Greyed Out on Some Occasions in NUX
I have created a form action to add items in a numbered list and have published that as a grid Action in the NUX. I have provided the necessary access and permissions to a particular role and have tested the functionality in the Old UX and it is working. I have also given page access to the role in the New UX. But when…
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DigitalCPX 2020: Expert Advice: Make the Most of the UX with Andy Martin
Intrigued by the UX? Looking for a practical example of transition from Classic? In this session, start from your existing Classic Dashboards and learn how to enhance and augment your experience with the UX. https://www.youtube.com/watch?v=V7p--YTxnZA We will focus on enhancing the Classic experience with UX-only features.…
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Unable to upload Model history for Supply Chain Model after completing L2 MB Conclusion Exam
Hi Im unable to upload Model history for Supply Chain Model although Ive completed the Conclusion Exam. Is there anything missing/undone to be able to activate the link to upload the Model history file.
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Change color of total in a column chart for New UX
Hi, Is there a way I can change the default color of my total value in my UX Column bar chart? Please see attached picture, TOTAL is not included in my list of Series. Thanks in advance for helping, Tom
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New to Anaplan
Hi, I'm new to Anaplan and wanted to learn it. Please provide me some information on where to start. Is it Level 1?
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Import Export Action Button
Hi All, I have a module with a time range(a customized time range created in Anaplan by the user) of 3 years(2018,2019,2020) where data is input for each month for the current year. We are providing an export/import button to the user on the dashboard to upload the data for the current year. But I am observing that on…
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Waterfall chart 1 litem using different versions as starting point and increase/decrease
Hi Can anyone advise if the below is possible to do with waterfall? Taking Forecast total figure & clusters variance to end up to the Total Actuals So as an example sales: Total forecast: 100 Europe -10 Asia +40 US -20 Total actual: 110 I have actuals and variance to forecast as versions in Anaplan & sales is a line item.…
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Conditional format enabled for versions
Hi I would like to be able to format grids based on versions as well and not just line items. We have variance set up as versions and not line items, so it'd make sense to be able to format them. We have the following versions for the numbers: 1. actuals 2. budget and 3. forecast. If im not using our variance columns, I…
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scatter graph synchronises with hierarchy
Bit of a niche suggestion: I recently used the scatter graph in the new UX and was really happy with the outcome. However, it was not possible to have the scatter chart synchronised with the hierarchy that was driving the chart. It was disappointing to have to use a filter and user selection to make changes to the data…
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NUX Copy and Paste functionality for Lists
In the NUX there currently is not functionality to copy and paste list based line items. We would like similar functionality as old UX (Ctrl+C, Ctrl+V) that we can leverage.
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Enable scrolling in UX charts
Multiple Anaplan users have requested the ability to enable scrolling in UX charts / graphs. For instance, if there are are numerous columns / bars to display, instead of always displaying all of them, enable that one can configure the width of each column (so that not all are displayed), but that a scroll bar is generated…
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Anaplan new UX - Can not find Form Designer
Hello community, I am trying to create a form in the New UX but I can not find the Form Designer. When I create a Worksheet the '+' symbol is greyed out with the message: 'You don't have permission to add items'. Can somebody help? Kind regards, Jim Verhagen
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Sprint 3 - Stock Exceptions Review - having trouble getting time as context selector
I'm having trouble getting time as context selector in the new UX. Do I need to create a new time module?
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UX Page - Charts
Hi I have created this UX page as Board design according to the instructions given in the lesson 13.11.2 Activity: Create price and Cost growth assumptions page. The lesson says combination chart but I ended up with this view. Would appreciate some help. I would like some help. Regards Thiru
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Ability to publish User Settings to a Dashboard
It would be great if we could publish the User Settings (Read-only) to Dashboard and make it visible to the Admin team (Operation Support) who are not WSAs but have full access. Sometimes exporting and importing the data into the module may not sync with actual data in the User Settings.
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Advanced syncing
I looking for the possibility to do some advance syncing, or rather, manually choose the line items in 2 different modules between which to sync. Example below. I do adjustments in FTE per Roll in one Line item on the month it occurs and show a summary of FTE for all month and rolls below. The same for Hourly rate and…
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Chart Series display when two lists are on the rows of the grid.
Currently I can create a chart which has 3 items from one list (x) and 2 from another (y) on the rows. This will draw 6 lines on a line chart. The issue is that the series only displays the members from the list x so I do not know which member from y the graph represents. The member in x will appear twice. If I highlight…
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INV04 Distribution Center Capacity
Hi My Capacity % numbers look weird, Am I missing something when calculating the beginning inventory. Pls refer to img. Appreciate your help. Thanks