User Experience

Have total in summaries to only include sums of only the items users have access to
It would be useful to have a sum that only included values from list items the user has read access to. So if you have a list with items A, B and C, and one user only has access to A and B, they would still be able to see a total of their view (A and B) . Why this would help: When using selective access, not all views roll…
Anaplan Live Enablement Series - New UX Session - Zoom Recording
Attached is the Zoom recording from the New UX Session held on April 14, 2020.
Anaplan Live Enablement Series - New UX Session - Power Point Presentation
Thank you for joining the Anaplan Live Enablement Session on New UX How-to and Best Practices. We hope you found the session useful and that you're able to apply what you learned to the dashboards that you're building. Attached is the Power Point that Monica presented.
New UX : Define homepages for apps
It would be great for user experience if we were able to define specific homepages for apps (kind of actual "Landing Dashboard" concept).
Ability to Click Into and View Full Text Box of Text Formatted Line Item When Read Access Applied
A client has a need to be able to lock down Budget information in a financial model that has several text formatted line items that contain commentary to justify Budget information. However, after the Budget is completed and Read access is applied to the Version, users cannot click in and see the whole comment in the line…
Function that returns a user's role
There are times I would like to show or hide data, allow access, etc. based on the user's role. For example, some data is sensitive, and I would like to use Dynamic Cell Access to allow someone with the user role "Admin" to read/write the sensitive information, while someone without the Admin role would see nothing.…
Control the position of a row in a grid based on a list with subsets
As a daily enduser, I need to be able to control the rank of insertion of a new row in a grid to be compliant with the needs of external stakeholders. I need to be able the choose exactly the rank/position where I want to insert the row when I click on an "insert" button instead of "at the end" by default. This could be…
Option to wrap line item name/hierarchy item name in case it's pivot in rows
Hi there, I’d like to ask about the wrap of text, when it’s published in Rows. We have a number of cases when our hierarchy items names or line items names are too long, and we need to make a width of this column as big as possible. But in most cases it looks a bit weird for users, as we have a lot of free space right in…
Add formula drill down in NUX
Suggest to add formula drill down to NUX. When working with the NUX, there is no formula drill down option. This is a key feature for our users as they need to see how the numbers are being calculated when doing root cause analysis. At the same time, the specific values going into the formula should be shown as they are…
[Tips and Tricks] Dynamic Time Graph with Time Ranges
WHAT: Creating Time Graph with extended time ranges to allow them to be dynamic in the future WHY: Anaplan Time Graphs are limited to the time periods available when you create them. As time goes, you have to recreate them. HOW: If you create your time graph (by time graph I mean any graph that displays time as rows or…
Ability to enter decimals without leading zeros via new UX forms
When we are using the forms in the new UX to create list items, the form with a number formatted line item is not letting the user enter decimal numbers without leading zeros ".05". When entering the number directly into the cell, it accepts it but when using the form, it gives an error saying it is not a valid number.…
An action to export Dashboard as PDF
I exported a dashboard in PDF format using the Export option. It will be really helpful if this an action that can be published to the dashboard. So that business users will not have to go through all settings and all.
Delete option for the Categories in NUX
As of now we can only create Categories in New UX. We don't have delete option of removing categories from New UX if there are no pages under that category. Proposing an idea to have (-) button just next to (+) icon in category Section of New UX
New UX - Filters
Hi all, Apologies if this has been raised before. We are now taking a quick first look at the New UX. I like the idea of thinking out of the box, where possible making the most of newer functionality, rather than simply replicating. I guess a common scenario would be how to implement/present filters, particularly when…
"Selected items may be hidden and cannot be shown. Click 'Show All' then retry".
Hi Experts, I encountered an error and can't find the reason why this occurs. Right click on the row => Show => Every Occurence Then I get an error message "Selected items may be hidden and cannot be shown. Click 'Show All' then retry". Could you give me some advice to avoid this? Regards, Inoue
Not able to add Image on the Dashboard
Hi, I have created a module with a line item formatted as text and provided the link of the Image in it however, when i am trying to get the same on dashboad the Properties panel is not showing me the Module to get the image, kindly advise. Thanks!
Ability to share a hyperlink to a specific dashboard
A detailed description of the enhancement that is being requested: Customer would like the ability to hyperlink into a specific Dashboard or element in a Dashboard in Anaplan. To provide more clarification, could you please explain how you hope the enhancement would assist in your business process(es)?: Customer would like…
Ability to Adjust the Numbers on KPI Cards
Currently when we publish KPI cards Anaplan automatically displays the number on KPI cards on the top left side of the KPI card. It looks fine when the page is symmetrical.But when we try to design the page in an asymmetrical way any one of KPI card can become longer than expected and will end up either introducing Text…
Show/hide pages in new UX w.r.t user groups / roles
In Anaplan workspace, after we set the configurations for modules, versions, lists, actions w.r.t multiple roles, we have the option of going to "Contents Panel" and hide the modules accessible for the roles and only display the dashboards for the end users. In the new UX, we also build pages which is also controlled based…
Optimizer : Pressing Esc Key on Optimizer Action Window should give Yes/No popUp to close the window
When we are trying to configure optimizer action then if by mistake we press Esc key then it just closes the window. Instead of that it should give Yes/No Popup to avoid closing the window by mistake.
Can we select multiple items from page selector at a time in NUX??
Can we select multiple items from page selector at a time in NUX??? If yes then HOW.
Bug in NUX
Testing NUX and trying to break it from all angles. I think I got one on Worksheet Page I have a worksheet page and few imports published on this page. I changed the source model of the page which is structurally different than the old model Expectations - was that it show nothing on the Primary Grid and Greyed out or No…
New UX Functionality and Benefits
Hi Friends, Can someone explain what is new UX in Anaplan? What are Pages, Worksheets? What are their functions? Earlier how we used to handle those, when this UX was absent?
NUX - Synchronizing scroll bars on Boards
Hi everyone, Wondering whether there is a way to sync the movement of the horizontal module scroll bars on boards, like in dashboard when entering "-1" : Thanks by advance 😉
User should not be able to enter data against leaf members
Hi Team, There is a hierarchy D1, D2, ......D7. List D7 is applied on a input module as a row where user is giving the input. Since D7 is composite list of 4 components and we are showing those 4 components in each rows and hiding the composite list member against which user can input data. There is a requirement where…
Open Dashboard action using a List Item Flat List
I have a module that's bound to a hierarchical list. Within that module, I have a list item that's bound to a flat list. I want to create an "Open Dashboard" action that launches a new dashboard using the List Context of the Flat List that's tied to the List Item. Currently the Action is configured below and I hit the…
L2 Sprint 3 INV01 module - Product Replenishment chart
hi, I am unable to publish it to the dashboard Have done the necessary selections
unable to publish the combination chart
I am unable to publish the combination chart to the dashboard
Cannot enter decimals starting with a dot via new UX forms
It seems that we cannot enter decimals without leading zeros (i.e .068) via forms. The field on the form is from a module with the same list and has the number format. When I open the module, I can enter the number as .068 in to the cell but cannot do it via the form because it is giving me an error saying "Not a valid…
Worksheet actions imports: cannot remove old import
Hi Anaplan community, I am struggling to remove an old import action from my dashboard in the new UX. I only want to keep the upport import action (8). I already removed the other import action (7) in the action list from the model and refreshed the dashboard. However the action stays. When I click on it, it immediately…

User Experience

Discussion List