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4.02-07 Avoid buttons for Navigation
Use the contents page for navigation rather than clutter the dashboards with buttons Exceptions: 4.02-07a Iterative processes: When the user needs to toggle back and forth between dashboards, it is acceptable to have navigation buttons (old UX)
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4.02-05 Turn off module page selectors
Show the page selector is appropriate but try and drive the selection from a general page selector Related to Rule: 4.02-04 Add Page Selectors rather than module selectors
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Hierarchy Filter Not Working on Saved View
Hello, I am having an issue where my hierarchy filter is working on one saved view, but not the other. This all refers to a hierarchy with 4 levels (L1, L2, L3, and L4). The following views are involved: * Module A: Dimensions: L3. Select levels to show: L3 * Module B: Dimensions: L4. Selected levels to show: L3 and L4 *…
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Adding background color to the columns
Hi Is there any way we can add background color to select few columns in a Module/Dashboard? We want to highlight the data in certain columns to the users. Thanks Regards Prabakaran
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Delete Branch New UX
Community, @Misbah I see the way to create list items using forms then reusing the create action. But is there also a more intuitive way to remove a list item? Only way I can see is to create a Boolean in the system module that marks for deletion, then run a process (that has the delete action in it). Then add the process…
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Edit list items in UX ( Boards/Worksheets)
Hi, is it possible to edit list items in Boards/Worksheets ? For example, I have added an item in a list by using a form but i made a mistake on the name of the element. How can I correct it?
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Show existing saved views when saving a view
Description of the enhancement required: It would be helpful to have the ability to, when saving a Saved View, see a list of all of the existing Saved Views and select the one that I want to overwrite. How it would help business processes: Primarily, this would be beneficial to model builders who are creating and saving…
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Upload action in NUX, show both CSV/TXT in the instructions
The upload action in NUX is a bit misleading by saying select the CSV file, if TXT file is used the users might get confused. Change it to show CSV or TXT .
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Highlighting Parent Rows of a List
You may wish to highlight the parent or total of a list when displaying data on a board or worksheet. Conditional formatting uses line items to set the criteria for the conditional formatting and it is not possible to specifically highlight a summary or parent list item directly. However, the following steps can be taken…
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Implementing Anaplan
I am new to Anaplan; we are in the process of implementing and have engaged a consulting firm to help us with the build. I am the CFO of a FinTech company and am excited about the move; I've seen the power of Anaplan, and I'm hoping the community can help answer a few questions for me: Question 1: What is the best way to…
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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…