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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…
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New UX: Update and Edit List Properties
As an user, I need to be able to edit list properties in page, like I currently can on my classic UX dashboards. While I can create forms and new additions by entering in list properties. After I've created a list member, there is no way in the New UX to update my existing list properties. The biggest pain point for this…
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Summary in a hierarchical list
Hi all, I have a module that returns the number of people per project, with a hierarchical list in the dimension. In the "summary" I have the sum of the people who worked per iteration each time : For example: Iteration 1 = 1 person Iteration 2 = 1 person Sum of project 1 = 2 people while it's the same person. I can't fix…
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New UX: Edit/Change pre-existing Notification Action
With the introduction of the Notification action in the New UX, it would be great to have the ability to edit these actions once created. At the moment, once the notification worksheet action has been created there is no ability to tweak it further - you have to redo the whole thing again.
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How to get login Access
Hi All, As an independent person trying to learn Anaplan, how do I get access to Anaplan login credentials? Please help me any one... Regards, Suresh
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New Features
Hello Community, Although we are waiting for official confirmation about the new features that were released last month I have compiled my list of features. Take a look and let me know if you have seen any which is not part of my list Feature 1: Maximize the Card Feature 2: Worksheet Additional Insights Panel – Two more…
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Issue in creating Asymmetric view
I have 3 lists : 1 - L3 Project 2 - Project Name 3 - Project Manager. I want to create a module with Dimensions - L3 Project, Time and Lineitems (or Line item subset) to show project name and Project Manager along with L3 Project without time whereas the line items (Cost, Revenue, Invoice) are with time. Any suggestions ?…