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UX: Configure a Network Card
Summary: In this lesson, learn about adding and configuring a network chart in Anaplan. A network chart is composed of nodes that are joined by connections. The chart is a visualization of relationships that typically represent different stages or steps of a flow or process, or the different parts of a Supply Chain…
UX: Configure a Hierarchy Card
Summary: In this lesson, learn about adding and configuring a hierarchy chart in Anaplan. A hierarchy chart provides a visualization of parent-child relationships between list members in an Anaplan model. Audience: Model Builders, Page Builders Lesson Duration: 2 minutes Updated: January 2025 Lesson Location: This…
UX: CloudWorks Integration with UX action cards
Summary: This lesson reviews th CloudWorks integration with UX action cards in Anaplan's User Experience (UX). Audience: Model Builders, Page Builders Lesson Duration: 4 minutes Updated: October 2023 Lesson Location: This micro-lesson is included Anaplan's User Experience (UX) training available in the Anaplan Academy.…
UX: Set Driver Line Item for an Action
Summary: This lesson how to use a line item as a driver for an action on a UX page in Anaplan's User Experience (UX). Audience: Model Builders, Page Builders Lesson Duration: 5 minutes Updated: September 2023 Lesson Location: This micro-lesson is included Anaplan's User Experience (UX) training available in the Anaplan…
UX: Add PlanIQ Forecast Actions
Summary: This lesson reviews how to add PlanIQ Forecast action to a UX page in Anaplan's User Experience (UX). Audience: Model Builders, Page Builders Lesson Duration: 2 minutes Updated: September 2023 Lesson Location: This micro-lesson is included Anaplan's User Experience (UX) training available in the Anaplan Academy.…
UX: Data Write Action
Summary: This lesson reviews the data write action features and capabilities in Anaplan's Us Experience (UX). Audience: Model Builders, Page Builders Lesson Duration: 4 minutes Updated: September 2023 Lesson Location: This micro-lesson is included Anaplan's User Experience (UX) training available in the Anaplan Academy.…
UX: Using the Assign Action
Summary: This lesson reviews the assign action features and capabilities in Anaplan's User Experience (UX). Audience: Model Builders, Page Builders Lesson Duration: 4 minutes Updated: September 2023 Lesson Location: This micro-lesson is included Anaplan's User Experience (UX) training available in the Anaplan Academy.…
UX: Manage Access to UX Pages
Summary: This lesson reviews the access management features and capabilities in Anaplan's User Experience (UX). Audience: Model Builders, End Users, Page Builders Lesson Duration: 2 minutes Updated: November 2024 Lesson Location: This micro-lesson is included Anaplan's User Experience (UX) training available in the Anaplan…
UX: Add Synchronize Scroll
Summary: Synchronize scrolling can be added to a board or worksheet when grids use the same dimension and same summary levels in their rows or columns. The lesson reviews the process to add synchronized scrolling to boards and worksheets in Anaplan's User Experience (UX). Audience: Model Builders, End Users, Page Builders…
UX: UX Pages with Application Lifecycle Management (ALM)
Summary: This lesson reviews using User Experience (UX) pages with multiple models in an Application Lifecycle Management (ALM) workflow. Audience: Model Builders, Page Builders Lesson Duration: 2 minutes Updated: June 2023 Lesson Location: This micro-lesson is included Anaplan's User Experience (UX) training available in…
UX: Create Draft Pages
Summary: In this lesson, learn how Page Builders can save User Experience (UX) pages in a draft state as they are developed and then publish for end users when they are ready. Audience: Model Builders, Page Builders Lesson Duration: 2 minutes Updated: June 2023 Lesson Location: This micro-lesson is included Anaplan's User…
UX: Import a Classic Dashboard
Summary: In this lesson, learn how Page Builders can create a User Experience (UX) board by importing a classic dashboard from an Anaplan model. Audience: Model Builders, Page Builders Lesson Duration: 2 minutes Updated: June 2023 Lesson Location: This micro-lesson is included Anaplan's User Experience (UX) training…
UX: Create a Notification
Summary: In this lesson, learn how Page Builders can create a notification on cards or worksheet grids using Anaplan’s User Experience (UX). Audience: Model Builders, Page Builders Lesson Duration: 2 minutes Updated: June 2023 Lesson Location: This micro-lesson is included Anaplan's User Experience (UX) training available…
UX: Configure a Map Card
Summary: In this lesson, learn about adding and configuring Anaplan’s unique Map cards in the User Experience (UX). A map card provides a visualization of a geographic region based on data in an underlying source module. Audience: Model Builders, Page Builders Lesson Duration: 1 minute Updated: October 2023 Lesson…
UX: App Contents for Page Builders
Summary: This lesson describes the App Contents options for Page Builders using Anaplan’s User Experience (UX). Audience: Model Builders, Page Builders Lesson Duration: 1 minute Updated: June 2023 Lesson Location: This micro-lesson is included Anaplan's User Experience (UX) training available in the Anaplan Academy. Start…
UX: Page Design Best Practices
Summary: This lesson describes best practices for Page Builders designing pages using Anaplan’s User Experience (UX). Audience: Model Builders, Page Builders Lesson Duration: 5 minutes Updated: June 2023 Lesson Location: This micro-lesson is included Anaplan's User Experience (UX) training available in the Anaplan Academy.…
UX: Create a Form
Summary: This lesson demonstrates how Page Builders can create a form using Anaplan’s User Experience (UX). Audience: Model Builders, Page Builders Lesson Duration: 2 minutes Updated: June 2023 Lesson Location: This micro-lesson is included Anaplan's User Experience (UX) training available in the Anaplan Academy. Start the…
UX: Configure Worksheet Actions
Summary: This lesson describes options for Page Builders to configure worksheet Actions using Anaplan’s User Experience (UX). Audience: Model Builders, Page Builders Lesson Duration: 1 minute Updated: June 2023 Lesson Location: This micro-lesson is included Anaplan's User Experience (UX) training available in the Anaplan…
UX: Add a Card on a Worksheet
Summary: This lesson describes how Page Builders can add a card to a worksheet using Anaplan’s User Experience (UX). Audience: Model Builders, Page Builders Lesson Duration: 1 minute Updated: June 2023 Lesson Location: This micro-lesson is included Anaplan's User Experience (UX) training available in the Anaplan Academy.…
UX: Add Quick Links
Summary: This lesson demonstrates how Page Builders add quick links to a worksheet using Anaplan’s User Experience (UX). Audience: Model Builders, Page Builders Lesson Duration: 1 minutes Updated: June 2023 Lesson Location: This micro-lesson is included Anaplan's User Experience (UX) training available in the Anaplan…