User Experience

HELP! Anaplan not working
I'm having issues using Anaplan through excel. I log into Anaplan through excel and I then click on New to open a new pivot table. At this point, a message appears just below which says "This worksheet does not have a connection to Anaplan." A second window opens but the window is grey and nothing seems to happen. Has…
Dashboard Export All Hierarchies
I want to export as PDF a dashboard for each Hierarchy within my Org without having to do it one at a time
Saved View Categorization and Priority Sorting, Including both Auto and Manual Options
Saved Views are a critical feature for most Anaplan models. The key issue I have with using and managing Saved Views is that, they can vary drastically in terms of importance. Below are two examples of Saved Views: * A Saved View could represent a key, filtered definition within a module that dictates how your entire…
Control Module for Creating a View
Hi, I have to create a view with time dimension and line items as columns and another list as rows. Not all the line items would be shown for each time and the user has to select manually(ctrl+select each line item and then show) which line items are to be shown for each month. Is it possible to create a control module…
Need way to Identify Page Selectors on Classic Dashboards
It would be great to have an easy way to identify Page Selectors that are published to a Classic Dashboard. Since any list, including subsets, can be published as a page selector (which is awesome, btw!) it can be tricky to know which of several similar lists it is. Just having the name in the properties side panel would…
unable to sync time with graph
Hi, I created a graph with Time on the x-axis ( please see attached screenshot ), and created a page selector in my dashboard. I am now trying to sync the Time so that when I select the Time using the page selector, the graph will be updated as well. I already displayed all the Time in the graph, but still I am unable to…
NewUX : Hide Boards / Sheets
Similar to how the Contents area works in Classic to have the same ability to do something similar within New UX. Want to be able to have a main board and then users go off to collect more information, but that they can't go there directly as it doesn't make any sense to do so. This links nicely to the following idea about…
There's nothing on the dashboard
대시 보드 삽입 후 열기 버튼을 클릭했습니다. 그러나 아무것도 없습니다. 뭐가 문제 야?
Force a page refresh in New UX?
I have quite a few steps that require the users to hit refresh on the New UX. Does anyone know of a way to force page resets through an action of some sort?
Filter Icon which shows if there is a filter applied to a module
Hi Anaplan Team, Could you please create a small Filter icon near the name of the module so that the model builder would know that there's a filter applied to this module? The only way to check if the filter is applied at the moment is to go to module -> data-> filters. It would be much more easier and intuitive to create…
New UX : Make an App non editable / not deletable if non editable
Although essentially part of @usman.zia idea on https://community.anaplan.com/t5/Idea-Exchange/The-New-UX-should-have-ALM-capabilities-for-managing-changes/idi-p/50814 this is something very specific and just being able to lock-down an app so that if it's sitting on a TEST/PROD model then it can't be amended, maybe…
Model Home Screen - Show All Customers
Please can the option to view all models (from all customers) be added to the new and old home screen? I.e. instead of specifying which customer you are viewing, allow users to view all. Would be really helpful when juggling multiple customer workspaces. Admittedly, this benefit is mostly to partners, however this may be a…
Dashboards
Can we create any welcome note for end users ?
Stacked chart line item preference?
When creating a stacked chart I am unable to get the series vs data in the right "order". I think it is because the stacked chart defaults to including the line items as the series, regardless of the pivot? I.e. I have a module (actually a saved view) where the "versions" are line items (as columns) and product parents are…
Ability to have the Module copy across/down menu capability as a right click action
When users are working with the module derived data in a dashboard it would be very useful to have the copy across/down (and possibly insert/delete) available as a right click action on the grid. At present you have to click on the circular down button (in the top left-hand corner) and expose that functionality through the…
Reduce row label right border
Please can the right border/margin be reduced in row labels. The current border cuts off text too far from the cell border, below is an example. Whilst minor, this would just be a very quick fix to implement and would (slightly) improve visuals. Here you can see that the words revenue are being cut off too early, even…
ALM and dashboards
hi I am developing an ALM model, that has 1 Dev model, to many Prod models. I have a question about dashboards. Is there a way to have good looking headings? In my example each prod model will cover different legal entities, and I will like to display that information on the front page. In the old approach I could have a…
Timeline Chart Date Range based on Line Items
When you create a Timeline Chart you can set the time range (Axis Start and End Dates) for the display however this can only be entered manually and is not linked to any underlying data. I would like to be able to link this Axis Date Range to date formatted line items in a module in the same way that the bars start and end…
Time Filter applies to specific month
Hi, I'm trying to create a time filter that will only ever return current month and December 2020. I've managed to create a filter for both using separate line items, struggling to combine and allow users to view. Any suggestions? Thanks.
Dashboard Module Views - Quick Filters
We have a module view published to a dashboard where user control filters have been applied for the end users view, and we deactivated the "Data - Filter" option of the dashboard-published module view as a precaution. End users can use "Quick Filters", but only one selection can be made within a column from our experience.…
Dashboard Text Box Default Alignment, Pixel Settings
I'm sure this has been touched upon, but couldn't find a post that addressed this directly. Anyway, would love it if the dashboard text boxes aligned automatically. It's annoying how difficult it is to do this manually. Another option is that it would be great if you could click on a text box, and select exactly how many…
Refresh directly on Dashboard
People find the refresh menu on the dashboard toolbar too difficult to find. We have been asked many times for an action to refresh a dashboard. Another way would be to incorporate this into a dashboard toolbar.
Dashboard Filter Options for Module Saved Views
It would be great if there was a way for us to “lock” the filters that are part of the Saved View being published to a Dashboard. A lot of my Dashboards contain filtered views from which my users like to further filter based on visible columns. There is no differentiation between the Saved View filter and User defined…
Manage Models in New UX
In the new UI, where do I access the 'Manage Models' function? I am able to switch back to the classic view and manage them their, but I was unable to locate in the new view...
Import for Weekly Data
I am trying to import Historical Weekly Data, but am constantly getting error. Please assist how to import Weekly Data? I tried several times, I have attached Screenshot.
Model Status based on Versions
During our planning process we export data from Anaplan and upload to HFM twice daily. While running those exports we change the Roles->Versions to 'Read' so that no changes are made during that 10-15 minute window of time. Yes, we'd like better integration automation, etc but just not there yet. Question: * Is there a way…
Eliminate auto-generated ID in charts
Hi everyone, I'm having an issue for my chart: Anaplan auto-generates ID number for Account names (Please see the chart attached). This is because The Unique items are Account codes, and there are duplicates in Account name (with different account codes). I need to eliminate the auto-generate ID so that, for example the…
Anaplan Mobile APP: Landscape issue with cards(image)
Mobile app I am facing a issue while using the Anaplan mobile app with the landscape view for image card, does the landscape view only applies to grid card? Please find the screenshots( includes: View in Classic dashboard,New UX and Mobile APP) This screenshot is of the classic dashboard viewand the same view in mobile app…
Chart Button greyed out
I am currently following the Level 1 Model Building: Dashboards course. I am trying to create a chart from my data, but the icon is greyed out. I cannot find any information about possible causes for this - any help would be appreciated! Kia ora, Callum
Design a dashboard
Hi - Can any one suggest an idea on how to design dashboard based on the attached screen shot ? Color of the wheel should be auto populated based on the logic's set .

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