User Experience

Dynamic Time-Filtered Charts for Months vs Years
It would be good to get the ability to filter dynamically the levels of a time scale used in a chart. At the moment if you show both the months and the years in a saved view that you then use to create a chart, Anaplan automatically ignores the aggregated levels of the timescale (e.g. Years) and just uses the leaf level…
Ability to use add-ins in cloud based software
We would like to use the same capabilities of the Excel and PowerPoint Anaplan add-ins in Google slides and Google spreadsheets.
Line Items as Page Selectors in NUX
Apparently there is no way we can publish line items as page selectors in NUX. We have dashboards which are driven by pick lists and NUX doesn't provide us the ability to do so. Thanks, Misbah
Conditional Formatting on Columns
Hello, Can conditional formatting be done only on Line items? I need to apply it on Columns which are Quarters. How best can I do that?
Fixing 'Allow editing' on a Page, NUX.
The problem: When you have built page with grid that allow users to edit data and published it everything is okay. But after when you decide to edit this page and edit any grid, selector is switched off for every grid and you have to turn it on in every grid on a page to allow users enter data. Suggested solution: To save…
Create a Notification Box about Creating a Revision Tag when make a Copy of Non-deployed Model
Being and Anaplan Modeler, I would like to have a notification box, appearing when you try to make a copy/copy & archive model of non-deployed model. Request is based on bad experience we had in the team - when we moved the prod model to non-deployed status (for mistake), we made a copy&archive, and we didn't know that it…
New UX items brought up to me by one of my clients
Below are a few additional items we found in the new UX we wanted to bring to your attention. When will these items be available? * There is no drill down feature in new UX. * Cannot open source module in new UX dashboards. * When in the Administration function for the new UX, when scrolling through Users or Access…
New UX : Colapse Quick access or other category from the content panel
Some users are confused with the "Most recent" content showing at the top of the content page. It would be nice if they could Expend/Colapse this part or all other categories from the content panel like in the old UX.
Add a text box at the bottom or at the top of your dashboard
Choose if you want to add a text box at the bottom or at the top of your dashboard.
Losing data from saved views & processes
Hi Team, I have a process that exports three saved views from 3 modules, however when I run it, it doesn’t capture all the data that’s in the module. I think some line items are missing. What is the best practice to either: * Ensure saved views are dynamic and update automatically for when new list items or line items get…
Shared Search Criteria
Hi, I have a module that displays our full Masterdata list, with 3000+ products. I have a search module with some of the fields (12) from the Masterdata module. Allowing the user to narrow the list down to relevant fields by using a boolean formula and filter to display just the items they need. It works exactly as…
Add search functionality for the contents menu
Hi all, I think it would be useful for users and model builders alike, to have a search functionality in the contents menu to enhance a user's navigation experience. This would be particularly useful when they have access to a wide range of dashboards and modules. Best, Callum
Publishing List as Page Selector Without Parent Levels
Hello All, When I try to use a list as a page selector in a dashboard, I get all the parent lists that are above the selected list in terms of hierarchy. For example, let's say if my geographical hierarchy which consists of 4 lists: Business Unit, Continent, Region and Country. Region is the parent for the Country,…
What's the workaround to sort nested dimensions?
All, I'd like to find a workaround to be able to sort nested dimentions. (as currently it's not natively possible). I know that I can sort manually the list however as we have new members created everyday, I'm looking for an automation. I cannot either delete and reload this list everyday as I have some data at that level…
Ability to customise the width of text boxes on dashboards
Description: Add Width customization box to Text Boxes on dashboards. Example of enhancement: Text Boxes could be sized in the same manner as buttons are since the Dec 9 '17 release. Benefit/impact: Now I can fix my buttons width, but it is still impossible to make my menu dashboard look neat because I can't do this with…
Time Display of Line Items Formatted based on Time Formatting in the Module
Treat line items in a dashboard based on the Time Formatting in the module when displaying data. For a simple example, I have a customer code, customer name, and its monthly revenue in a module. I only want to see the customer code and customer name at the beginning once, as it is does not have time applied to it, but I…
Questions for New UX
Hi everyone, I was just exploring the new UX. So i have few questions: * Like Classic Dashboard, we cannot use drill-down (F8) on worksheets & boards. * Time summary columns are showing up in the beginning. (Starting from FY20, Q4 and then months..) * Is New UX separate from workspace...? It does not take up space of…
Dashboard Customization
Dashboard personal view is a fantastic feature that significantly improves end user experience, allowing a wide range of personal customizations to be made on dashboards. Currently we have a Master and Personal view available. In our scenario, we have a single Master Development copy, which is being deployed to multiple…
Ability to create more than a single "My View"
Our users would like the ability to create multiple "My View"s within a single dashboard. Currently classic supports a single my view, however it would be helpful to be able to store multiple views using different filters, columns shown / hidden etc.
The ability to show/not show content in the App Contents Panel in the New UX
In the original UX, the ability to customise what is shown in the contents panel by role is really valuable. In the new UX It would be great if you could also have the ability to customise which pages are shown in the apps contents panel by role. At the moment, end users see all pages that have been built in an app and it…
Showing Children of just a selected item in a Hierachy
It would be really helpful when investigating variances etc to be able to select a level of a hierarchy and then be able to reselect levels to just show the children of that item in the hierarchy. For Example. We have a Account list, which starts at Account code and Description level and then rolls up into a cost category…
New UX: Show Description when Title field is empty
Currently, if card has no name, description icon isn't displayed on dashboard. But sometimes we don't want to enter the title, but we need to show the description - and also don't waste the space above the card just for that small icon. If this is not feasible, at least we should see some kind of warning in the card…
Use images for clicking on links to external sites.
it would be sweet if we could upload an image and then attach a link to that image that leads to an external website. That would be nice for any site, but it would also be nice to link to videos hosted on other sites.
Deletion of numbered list consequences handling
I have created a module where i have some list formatted line items and some number formatted line items (all as columns) along with a Numbered list with display name as 1,2,3,4,.....(manually given by us) to create a blank view for the end user to enter records in each row(for reference; see the below attachment). The end…
New UX - Convert Personal Pages into General Pages
It would be great if you could convert Personal MyPages created in the New UX into General Pages which allows allows users to view based on models access. Currently, If to convert a MyPage into a General Page you would have to re-create all cards on a new page. As we also don't have the ability to save MyPages card…
modules with synchronise selection
How do we configure a module on a new UX board with a feature same as synchronize selection in a dashboard? For example, I have a hierarchy of products- 1. Food 1a. Cakes 1b. Icecreams 2. Cars 2a. Merc 2b. BMW Suppose there are two grids on a board. The first grid contains the parent hierarchy (Food and Cars). When a user…
How to copy dashboards
Hi All Just found out you can copy dashboards . This is how you do it Click copy on the dashboard to be copied Enter new dashboard name and functional area
Selectors collapsed
Is there any way to have a hiërarchy collapsed in a selector using the new UX?
Linking role to app in new UX
Dear How do I link a user Role to an App in the new UX? Or how does my user get access to the new UX? Kind regards Carl
Action on numbered list
I have created a numbered list and an action to add new items. Is there a way to ask the submitted to add a textfield so the new list item doesn’t appear under a List id number?

User Experience

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