Locked Saved Module View

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Occasional Contributor

Locked Saved Module View

Hi all,

 

I am working on L2 Sprint 3 training and I ran into a saved view issue. Currently, there's a lock on the Default view and I'm not able to view my SYS00 Planning Period Filter for UX.

 

Any ideas about what I may have done to lock this option and how to resolve the issue?

 

Thanks!

7 REPLIES 7
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Master Anaplanner/Community Boss

Re: Locked Saved Module View

@Brin17 

 

That is how it should be. In NUX there are two types of Views

Module View - These are locked, meaning you will not be able to make any changes in these Views in NUX. These will be taken as is from the model

Custom View - These can be amended/modified/Changed in NUX as per your wish. Changes include Pivoting, Conditional formatting, hide and show, filters, sorting etc.

 

So if you wish to make changes in the View in NUX please select Custom view. Custom View can be found adjacent (left) to Module Views in your screenshot

 

Hope that helps

Misbah

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Certified Master Anaplanner

Re: Locked Saved Module View

Hey @Misbah
I LOVE.this locking of the default view. We are going one step further from suggesting Best Practice to including the Best Practice in the product itself ☺️
Einas
"Give a Man a Fish, and You Feed Him for a Day. Teach a Man To Fish, and You Feed Him for a Lifetime"
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Master Anaplanner/Community Boss

Re: Locked Saved Module View

@einas.ibrahim 

 

Not sure if I understood what you meant:(

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Occasional Contributor

Re: Locked Saved Module View

Thanks @Misbah! I'm going through the New UX videos again to defamiliarize myself with the options so that I can have a better understanding of the difference between Module and Custom view.

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Occasional Contributor

Re: Locked Saved Module View

Hi @Misbah! Thank you again for your response but I am still locked out of the other views and I'm not sure how to change open the Custom View in the NUX. I rewatched several videos today on the NUX and I cannot figure it out. Any additional assistance on how to add my SYS00 saved view to my page would be much appreciated

Thanks again!
Highlighted
Master Anaplanner/Community Boss

Re: Locked Saved Module View

@Brin17 

 

Let me try once again

 

When you want to publish anything on the dashboard you create Saved Views in the module. In classic UX you would have published these saved views on to the dashboard. In NUX you not only can publish these saved views but you can also create views of your own which you call Custom views. All of the Saved views are locked, meaning you will not be able to make any change in these saved views in NUX and if you have to make any change in Saved View you will have to go to that module in the model and modify it there.

On the other hand if you choose Custom views in NUX you can create the view as per your wish. Remember Custom Views are only available in NUX & not in Classic

Here is how you choose Custom Views. When you go to the page designer mode, you introduce the Grid card. When you start configuring the grid card it will take you to the card designer window. By default it lands to Custom Views. Screenshot below

Misbah_0-1599121961375.png

On top right side of the custom views there are 6 options - these are the options will help you modify your view

Misbah_2-1599122213759.png

 

1. First one is if you have to rearrange your dimensions (Pivoting)

2. Second one is Filter

3. Third one is Sorting

4.  Show/Hide

5. Positioning of Totals

6. Conditional Formatting

Below view is the modified version of above screenshot

Misbah_3-1599122431278.png

 

On the other hand if you choose your Views from Module views in NUX these are either Default Views or Saved Views you will not be able to see those 6 options here. Meaning whatever is coming from the model is displayed as is

Misbah_4-1599122542759.png

 

For more information please read this article

Understanding Anaplan's UX with Analogies, FAQs an... - Anaplan Community

 

Hope that helps

Misbah

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Occasional Contributor

Re: Locked Saved Module View

@Misbah, you are a wealth of knowledge. Many thanks for the thorough explanation as well as the screenshots. I appreciate you taking the time to explain the solution again because that was tremendously helpful.

Your support and assistance means so much to the Anaplan Community!

Best,
Brinia