User Experience

Ability to open more than one page in New UX
It'd be good to be able to open more than one page at the same time in the new UX. For example, you may want a summary dash open at the same time as a dash that shows underlying detail. At the moment you have to swap page views which means syncing detail dash views with summaries as you can in classic isn't possible.
Ability to copy a text box in a dashboard
I would like to add a text box in a dashboard simply copying an existing text box from the same dashboard. Also, the copied text box should be available next to the text box from which we copied. This helps to build the dashboards faster.
Dashboard access by roles
We would like the ability to grant Read/Write access to certain dashboards based on roles within the model. Currently you can grant access dependent on role to modules, versions, lists and actions.
New enhanced color for conditional formating ,charts and graphs
Anaplan has very few coloring options for conditional formating and visualization. Looking about for possiblity of adding more colors. Eg,RGB(Red,Green,Blue) combination is often used in reporting which is absent in Anaplan. Of course we can start modelling this but at times become inconvenient.
New UX: Give builders control over amount of white space in and between cards
The amount of empty space between cards and around the edge of information within a card is excessive. I would like the ability to build a little more compactly but this empty space spreads everything way out. I would like some control over: * how much space cards have between them by default * how big the empty buffer…
Specify Card size in new UX
It would be useful to have the functionality to specify a card height and width to ensure all are uniform size like is possible in the current dashboard designer
Variable results on dashboard depending on user selection
I want to present a dashboard where the information displayed varies depending on the year/version the end user selects - see attached picture of example. The modules that lie behind this example would be as follows: Input-Module 1 Input Cost - user input (Dimensions - Location List, Version List, Year) Calculation-Module…
Build Guide New UX Basic training
Hi All, I'm taking the basic training that involves the New UX Training Model. I seem to notice that the instructions on the document is not consistent with the interface / structure of the NEW UX e.g. training model says publish wherein the NEW UX platform it says add and context settings of pages and cards are not…
Compare Functionality Improvements
We use the 'Compare' functionality for version to version comparisons but this functionality is EXTREMELY limited. We can only set up these 'compares' within a module view and need to re-publish to a dashboard every time we want to compare against a different version. Please update this functionality to allow end users to…
NEW UX: Let me hide the "Drag here to add more cards" areas
In Classic there's a "Preview Mode" that you can still build in without having to completely leave a dashboard's edit mode. Even better the "edit mode" in classic basically IS the same view as preview, just with some dotted lines an the sort. In New UX, the edit mode adds a full page wide "Drag here to add more cards" zone…
NEW UX: Ability to adjust the distribution of height in vertically stacked cards
Currently in New UX when I stack multiple cards in a column, they all have exactly the same vertical height, no matter what. I'd like to be able to spread the height distributions of vertically stacked cards to better fit the cards' contents. i.e. give height to cards that need it and less to those that don't. Hopefully…
Best Practice suggestions to reduce published import action buttons ??
We have two models across which we need to import data by versions (Actual and forecast) and product category, as different categories are managed by different heads. The actual data needs to be imported by month, and forecast data needs to be imported once. We are planning to provide data Import to these head users…
Drill to transaction on module with versions – tip
Hi everyone, I thought I'd share a something useful I recently discovered, which I haven't seen documented anywhere. According Anapedia, Drilll to Transaction is only supported for formulas like TransactionModule.Amount[SUM:___, SUM:___] So this means that you can't drill to transaction on a formula like IF…
Workflow and Process Builder "Save and Exit"
When editing or creating a new process the button at the top right says "Save & Exit" and when you process it, the process changes are not retain, there is no warning of losing your work, and you exit the process editing page. I believe that this is misleading and should be changed to "Exit" and a prompt should appear…
NEW UX: Don't force single cards on a row to be the entire width of the page
When dropping in a new text box on a board in the New UX, the text box (or any card) is fixed to take up the entire width of the page. Sometimes I want to be able to place a text box underneath something along the right side of the page. But I can't, the only workaround I can come up with is to place some dummy card in…
Process include the ability to OPEN a DASHBOARD
I have dashboards filled with buttons, because i can't include all actions in a process. So i have a button to create a blank record in a list, then another button to open the dashboard to enable the user to edit the new record. If we had the ability to assign 'Open Dashboard' actions within a process, this halves my…
Remove Anaplan Header Link
Description: Being an Anaplan user, I would like to avoid re-loading of Anaplan page if I occasionally click on "Anaplan" header on the top of the page. Benefit/Impact: Removing of occasional re-load of the page with loosing all of set tabs/modules etc. will allow not to break business work with preparing working view…
Change Justification of Line Items - Left/Right/Centered
It would be helpful to be able to be able to change the justification format of a line item for enhanced reporting purposes. For example, we've been asked to have both the text and number formatted line items to be centered to create better readability in a report (as the module has both text and number lines, currently…
Rolling Forecast
Hi! Is there any good articles/examples/apps/best practices regarding rolling forecast out there? Regards Stig
Initial Page Settings Dashboard
Hi Team, I have a module published to a Dashboard which has 3 line items in Pages. I only want the User to see/have access to 1 line item. I have set the Inital Page to the Line Item I require and also removed the Page selector/Syn Paging options (see below) When I open the Dashboard the correct Line Item is on Pages but…
Workflow Design in Anaplan
Need to know when the workflow mechanism can be implemented in AnaplanCurrently we design workflow in anaplan manually( below functionalities)Few functionalities like * Concurrency Handling: When multiple users work on the application simultaneously the particular node should be locked for data entry. * Once user A submits…
Check out Ask Me Anything: New UX
Simon Ritchie, Anaplan's Sr. Director of Product Management, answers popular questions about Anaplan's new user experience. Read the comments below the video to see the questions and answers submitted during our live Q&A session. Click here to watch the video. Note: The live Q&A session is now closed.
Honeycomb Chart for Agile App and Beyond
We have been using the Honeycomb powerpoint to drive visuals of use cases and road map discussions with clients. It would be an awesome continuation of the theme to have the ability to create a "Honeycomb" chart within the agile app to visualize the use cases and double click into them to run project status.
Have an option for action buttons to only be clickable is a defined criteria is met
as a model builder, I want to be able to publish an action to a dashboard for my end user to run, for example, an import. I only want this action to be selectable if certain other criteria has been met (for example, a boolean is checked confirming all relevant information has been entered)
Preview the line item style in blueprint before selecting one
When building modules, I want to be able to preview the line item styles in the drop down menu (much like you can preview the font selections in Microsoft word et al) rather than having to click through them all to see which one is most appropriate
Do not show zero values in charts
Description: As a model builder I want to have the possibility of not displaying zero values in charts, so that the display is not impacted by the fact that there may not be any values (not that the real value is zero). It would still be great to keep the option of showing the zero values when desired, as in some cases it…
UX view Management and Generation
When creating a new Dashboard for the UX, on occasion you may want to duplicate views, but when you don't and you would like exclusively for UX, adjust in the UX then have available for classic, or you may generate a 'custom view' in the UX, aside from duplicating your work you have no way to retain those actions. Having…
Dashboard Page Selector from List
One of our new models is behaving differently in regards to the page selectors on the dashboards, and I'm trying to determine if it is due to the feature of enabling personalized views (this is the only model we allow personal dashboard views). In two models we have L5 List as Teams from the hieararchy, and have this list…
Copy Dashboards - Same as Module
I would like the ability to copy a dashboard from the "Dashboards" area under Model Settings. This would provide more consistency to model builders. Right now, I have to open the dashboard and copy from the dashboard from the user dashboard menu, which isn't quite as intuitive.
Planning functionality
Anaplan allows planning at different level of detail using its multi-level master data. Is there functionality like automatic aggregation/disaggregation? Is there data available over a time horizon?

User Experience

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