User Experience

List of community members (Slalom SF)
How can I see the users that have registered from my company (Slalom)? I'd love a report (for the San Francisco market) of who has created a community account/profile, registered for model building training, etc. I can see through Partner Central only those that have completed model building training. Thanks, -James
Synchronized Selection to the lowest level
Possibility to synchronize a table (via page selector) to the lowest level to show only the item selected. There is no current impact when selecting the lowest level in a page selector that is synchronizing a dashboard table. Example below:
Filter with a page selector after a selection has been applied (NUX)
What I'm trying to do: I have a module with a list that's the child level of a hierarchy in the rows. I'd like to apply a selection so I see just the child level list, not many annoying rows of parent items -- in this case, I have almost as many parents as children). Unfortunately, Anaplan won't allow me to enable row…
Mac Versus PC - Different Browsers - What works and what doesn't on Anaplan?
Hi Community, I just wanted to create a post to allow users / model builders to share their experiences on the differences / issues they face when viewing a model / dashboard on a PC vs MAC and different browsers: It would be great if we could all share and then we can produce a list together of the known differences! So…
Need to be able to format worksheet (bold and indent) in the new UX
I have a customer that would like to move to the new UX, but basic formatting for the worksheets is not available (bold and indenting). When will this be available to our customers. See example below:
Level 1: Create Saved Views for EMP02 module
Hi, I have moved on to the save dashboards section. I am trying to create the EMP02: Forecast Periods. The instructions ask to filter by forecast months only. However, it is not clear to me how I can filter based on that when I create a filter. The only time options in filter are about start date. I tried to set that to be…
Model Mode tooltips on new Home page
As a general comment - loving the new Home page, and there's been a really positive reaction from the end users who have seen it so far. That said there is one serious issue with it at present. The new Home page very helpfully shows an icon for each model to indicate the model 'Mode' - but much less helpfully this seems to…
Allow user to set default item on floating page selector
Description of the enhancement: Essentially, we have many dashboards with floating page selectors, e.g. Cost Centre list (or subset). We want to be able to ensure that the dashboards always open with the top level Cost Centre selected, not first leaf item Cost Centre. Business use case: In a scorecard dashboard, we would…
Data Security Risk? Dashboard Menu Option - Edit - Delete
Hi, I notice that when publishing a module view to dashboard, the 'Edit - Delete' option is by default enabled under the 'Menu Option'. However, this will enable the end users to delete a list member if they have 'write' access to the list. Is it a huge data security risk to everyone? Now with it enabled to all my…
Territory Allocation Urgent
For end-user, automatically assume current calendar year when typing a date into a cell
Currently you must type the entire date - "11/26/2019". To type "11/26" and have 2019 populate automatically would be incredibly beneficial to end users by saving time and improving accuracy.
Dashboard's fliter can't be displayed
Hi Anaplanner. I have a problem with the filter.When I open a dashboard, the module's fliter can't be displayed unless I move the scroll bar to the right,or zoom out the view of browser. Is there any way to make the module's fliter be displayed all the time without moving the scroll bar or zooming out the browser?
About the imported display method
Import to dashboard using anaplan connect. I want to display only items that have been imported and entered Is there a way to automatically display only items that have been imported and entered? Can you filter automatically? I'm worried about setting the line item formula or setting the filter. I would be happy if you…
anaplan connect
Export can be done by setting a password with anaplan connrct. But you can't use certificate. Please tell me how to export using certificate. *I would be pleased if you could attach a sample.
Is there a way to set a numerical goal and track its progress throughout the quarter on a Dashboard?
I am looking for a way to communicate a sales goal by product and channel on a monthly basis. Please let me know if you have any ideas, Thanks!
Synchronising Module Line Item with Page on same Dashboard
Hi Guys, I have a dashboard with a grid for users to setup Promotion Entries. The module behind this grid has a numbered list called Promotions and the line items in the module are used as references in the property formulas for this List. I have another grid in the same dashboard with the Promotions and Customer lists…
Saved Views in Dashboard
Hi, Is it possible for an end user to save a view of a dashboard (for example, pivoting data to a view the person would like to see each time the dashboard is opened) without being an administrator? When the menu is selected at the top with the three lines icon there are only options to refresh but no save options. If…
images show on Windows but not on iMac
Hi, Just a frustration, we have a dashboard and it has links to images, that are stored in our Sharepoint directory. On the windows laptops all good, perfect images, however on the iMac nothing appears. We have links to the images too, and these work on both platforms, so the link is there and working. Guessing there is a…
Adjust Column Width & Row Height in One Click - NEW UX
Need an ability to Adjust the column width with one click and also an ability to adjust Row height with one click instead of doing it over and over for each column and row. In case of nested rows and columns - this feature can be on every dimension. Thanks, Misbah
Manual Hide/Show in New UI
Hi! We have a dashboard where we have Months and then Line Items in the Columns. * For previous months, we show a line item that contains actuals * For the rest of the month except the current month, we show planned. * For the current month we show actuals, planned and variance Now in the older interface, we could select…
Logging in to the last state where you last left the Model / App modules dashboards selections
Hi Anaplan, As a model builder or end user its is quite a common instance that you are on the Anaplan platform and then you have to leave what you are doing to attend something else. In the current state, Anaplan in most cases will log you out of the platform or close your session because of the time out procedure. I…
Default Settings for new Line Items, Summaries, for Model and Modules
There are two other ideas that exist already one that are by default set sums to off and another that is to set defaults by module. Why limit to just as a whole product or module, why not give a default for builders or similar added to the Model Setting. All models are set to default none for all summaries and line item…
Show/Hide line items in Blue Print view
I would like to have the possibility to Show and Hide the line items in the Blue Print as well as the column headers (Parent, Format, Applies to, etc). I would like to have this selection available while the module is open, without the possibility to save the view. This functionality will make it easier while working with…
In-product notifications of new features/product changes
I would like a way to be able to see, in Anaplan itself, when a new feature has been added or a something in the product has changed. This would allow me to easily understand changes in the product and give me an easy way to learn more about it so that I can use the new features.
Add a Color palette as a property of list items
Hello everybody! My suggestion is to add an opportunity to select the fixed color that list item will be shown on charts. The problem: If we have two charts on same dashboard the same item can be different color on this charts, first one it can be red and on second it's blue. It's make analising charts slower and more…
Set global defaults for column settings
Hi all, I think it would be extremely useful for users to set a global default for column settings when publishing modules to dashboards. These settings would include; - Default Wrap Text in Headers - Eg. 3 lines - Default Column Width - Eg. 100 px - Default Width for Row Labels - Eg. 200 px I think it would be useful to…
Add Dashboard Copy to Main Dashboard Screen
Just found out from @usman.zia that you can copy a dashboard but only when it's open, which is a huge time saver. It would be great if the copy dashboard function could also be on the main dashboard screen, where you can see all the dashboards.
Automatic save to drafts when working on New UX Pages
It would be useful to have some functionality that autosaves work every 60 seconds or so to a draft area in when creating new pages in the New UX, a couple of times I have lost connection to the page and lost my progress - this would bring it more in line with autosaving progress in other cloud solutions at the present…
New UX - Full Access user unable to view
Hi I am building dashboards in the New UX and my colleague is unable to view them. He is set up in the model as a Full Access Workspace Administrator and can view the model fine, just restricted on the New UX pages. How do we resolve this?
Page selector & top level item selection on list with Selective Access
Hi, I am trying to allow users who do not have access to all items in a list to still be able to select an item that will effectively "show all" to the items that they have access to, but also individually select children of said list. I have selective access enabled, when I have access to all items, I get the top level…

User Experience

Discussion List