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5.05-04 Ensure view filters are optimized
Only use one filter criteria...If more are needed, combine them into one line item Related to Rule: 4.02-01 Use efficient filters Best Practices article: Filter Best Practice
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5.05-03 Split views for List and Module imports
Create two views from a source module. One for the import to the list (using name, code and parent), and a view for the attributes to the associated System module Related to Rule: 5.05-02 Only include what is needed
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5.05-02 Only include what is needed
Only include the line items that are required for the import. Create multiple views if the module is used for different imports. The number of columns in the view does affect the speed of the import. The fewer the columns, the faster the import will be
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5.05-01 Naming Convention
Keep it simple. Export, Build etc. There is no need to include the module name in the view name Best Practice article: Naming Convention
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4.02-15 Limit modules with many formatted list line items
Too many list formatted line items displayed on a dashboard can adversely affect performance especially if the lists are large. Try and limit the number of displayed line items in a single module; split them into separate modules if necessary
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4.02-14 Enable Personal Dashboards
Use Personal Dashboards to enable users to personalize the views of the data Related to Rule: 6.04-03 Master Dashboards Best Practice article: Personal Dashboards - Tips and Tricks
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4.02-13 Store image URLs in a separate module
Keep all of the image URLs for a list in a separate System module. Be mindful of the correct dimensionality Related to Rule: 2.01-04 Use the D.I.S.C.O. Methodology for Module Design
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4.02-12 Avoid using Delete action buttons on dashboards for end users
End users could potentially delete historical data, so keep the list element maintenance separate as part of the administration process Related to Rule: 4.02-11 Publish Process Actions instead of Import/Export Actions
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4.02-11 Publish Process Actions instead of Import/Export Actions
Import and Export actions need to be republished if modified or replaced, whereas Process Actions are always consistent with whatever is held within the Process, making management easier Relate to Rule: 5.01-02 User Facing Actions in a process
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4.02-10 Turn off the Module name
Use dashboard text to describe the grid, rather than display technical module names Related to Rule: 2.01-01 Naming Convention Exception: 4.02-10a Space Saving: If screen space is at a premium, heading text can take up more space than desired, but do consider the overall user experience and don't clutter up the dashboard
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4.02-06 Deep Level hierarchies
Create a separate dashboard with selection modules to keep the main dashboards clean. This also allows for more efficiency navigation up and down the hierarchy tree
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4.02-04 Add Page Selectors rather than module selectors
Use separate page selectors rather than module page selectors, especially if the dimensions are repeated in multiple dashboard elements Related to Rule: 4.02-05 Turn off module page selectors
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4.02-03 Consider the screen size of the end users
Don't build based on your screen size. Consider the smallest size that users will be viewing the dashboard and build to that size. You should change the screen resolution to double check how the dashboards will look for the end users Related to Rule: 4.02-02 Avoid horizontal scrolling
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4.02-02 Avoid horizontal scrolling
Try and avoid the screen scrolling horizontally. It is better to fix the grid and scroll within the grid Related to Rule: 4.02-03 Consider the screen size of the end users
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4.02-01 Back to front design
At the beginning of the design process, take the user stories and the UX Principles. Start with the end in mind Best Practices article: Designing Dashboards
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Import Action Categories and Separators
The import action management section often becomes messy because ALL import actions are saved. Would love the ability to create sections and separators, to better organize the import actions I intend to repeat. The following example was created from dummy imports, but it would be great if this feature were built in. I…
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Confidence Bands/Prediction Intervals - Visualization Enhancements
A really valuable addition to the platform would be better ways to visualize uncertainty. In many parts of planning, particularly those that highly leverage analytics, thinking in terms of probabilities is important. If there’s a relatively simple way to add in this type of visual (confidence bands, prediction intervals,…
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User Role Notes
It would be helpful to have a Notes function in Users Roles to be able to describe the workgroups typically using that role. Especially with new UX pages now crossing multiple models additional roles are needed to facilitate the cross-model access.
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Warning A page with this name already exists
Using the new UX. I have a copy of a page named "Color Map - DEV" so I can make changes without breaking the production copy, named "Color Map". Now I'm ready to move the DEV copy into production. I rename the one in production to "Color Map - prior prd"...and i try to save a duplicate DEV page to production named "Color…
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Allow 'Select Levels to Show' for the Time Dimension
As a model builder, it would be really great to be able to use the 'Select Levels to Show' on the time dimension. This would allow me to quickly show only base level data or quickly show only summary level. It could be tied to the model settings, so only the summary levels that exist in the respective time range would be…
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A QUESTION ABOUT FILTERS
Hello, what are the causes to have? : Unsupported Operation 'Filter' when we filter a column on a board in a dashboard when we filter a column on a board in a dashboard thank you in advance for your help
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is anaplan hosted in saudi arabia ?
hello I wanted to know if Anaplan is cloud is hosted in Saudi arabia ? and also is Anaplan integrate easily with SAP S4 Hana ERP ?
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Anaplan Connect Powerpoint Decimal Points
Hi All, When posting tables from Anaplan to Powerpoint using Anaplan Connect it is ignoring my number formatting entirely. As you can see in Anaplan they look real nice but when I import the table into Powerpoint it loses the dollar formatting and the decimal point restrictions. Is there a way to fix this? I can export it…
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Dynamic List filter not syncing on Pages
Dear Community, I try to make something work in a Page on the New UX : I have the following : - An input module "Forecast collection" dimensioned by Time / Version / Entity / Cost Center and Project for users ton enter amounts - An Input module identifying which CC can access to which Projects to input costs on it "Cost…
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Granularity of Horizontal Object Sizing UX
It would be very useful to have increased granularity when it comes to the object sizing in the UX - as per row sizing for an object, which is wholly flexible, the columns only allow sizing in increments of an inch. Increasing this would allow for better placement and alignment of objects.
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Field Cards Line Item Restricted
Currently when adding numerous Line Items to a field card you encounter the following "bug"... Once you reach the bottom of the Designer page due to a number of line items being added you are unable to scroll down to edit each line item in Designer screen. There doesn't seem to be a maximum number of line items which can…
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Customer Potential Assumptions
Currently we are prorating the stretch goal based on the customer's PY actual % share/ Overriding accounts where needed, is there any other factor which we need to put in our assumptions to determine the growth potential of the customer within the model or would it be out of model and used through hold and/ or overrides?
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Selecting List Items to Hide/Unhide in Deployed Mode
On multiple dashboards, I am trying to unhide a list member. My deployed model obviously won't let me make any changes, but the dev model doesn't have any list members. The only solution I can think of is republishing all of those different module views to dashboards. I am trying to avoid this because it would take awhile,…
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How to synch user on the page with items of list displayed on the page
Hello, So I've been trying something I thought easy but encountered some problems, what I've been doing wrong, here is the situation : => User going on a page to enter some info about themselves in a board (grid). They open the page. They have to select their user name, as "Name", because their name in the database is…
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Show Selected option on New UX while making custom view like in the classic
In the classic view, I can make a view clicking on Show, when I want to see a code only for Top Level of List, and the rest for every list item. i cannot apply a filter based on line item subset as well, since code is text formatted. However this is not possible on the new UX, i can only choose the line items i want to…