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Guiding users through the UX best practices — Event recording available!
In July, we hosted a challenge inviting Community members to share their best practices on guiding users through the UX. We shared prompts with the Community to get members thinking about how they how craft the user journey through the app. Yesterday, we held an event highlighting the responses we received from the July Community Challenge.
Elizabeth Schera (@ElizabethS), Director of Product Utilization and Adoption, and Seb McMillan (@seb_mcmillan) Principal Platform Adoption Specialist, shared their expert perspectives as well as highlight standout responses from our July Challenge participants. Elizabeth and Seb also shared bonus content which you can check out from our event recording and PDF below!
Watch the recording
https://play.vidyard.com/sZHgGjb8ZnPe47XPGTL2vU
Timestamps:
* Welcome and introductions — 0:00
* Guest hosts introductions — 1:52
* Event agenda and overview — 3:49
* Pages and apps — 7:02
* Color and formatting — 14:54
* Progressive disclosure — 23:15
* Driving faster decisions — 31:27
* Impactful charting — 38:09
* Bonus: Process, status, and instructions — 44:00
* Q&A — 46:49
* Recap and closing — 55:57
You can check out a PDF of the event presentation below:
July Community Challenge - Guiding users through the UX.pdf
Questions? Leave a comment!
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Event recording available: Workflow In Anaplan
If you missed our spotlight event on Workflow, a recording is now available. Anaplan's Elizabeth Schera, Allison Slaught, and Chris Stauffer share insights and strategies to optimize your processes.
The session explores how Workflow can support more scalable and intelligent process automation by comparing two different options: a simple linear flow and a more complex, threshold-driven example with a multi-step approval matrix. Along the way, we highlight key differences, sprinkle in a few best practices and design tips, and include some recently released functionality not yet covered in standard training giving attendees an early look at what's possible.
A recording of the event is below, and a PDF of the presentation can be found here:
ACE_Workflow_Event _August2025.pdf
Recording
https://play.vidyard.com/jUMzJEBr6Kf5kL4WwV6o5F
0:00 - Welcome
2:11 - Opening and introductions
6:53 - POC Workflow concepts
22:57 - Steps to make the workflow production-ready
42:06 - Workflow tips and tricks
52:09 - Resources
52:39 - Q&A
Additional resources
* Article: End user triggering of workflow processes
* Article: Bulk processing with Workflow
* Academy training course (Learning Center account required): Using Workflow in Anaplan
* Reference: Workflow | Anapedia
Questions? Leave a comment!
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Recording now available! July 30 platform release event
If you missed our July 30, 2025 platform release event, the recording is now available!
In this webinar, we highlight the most recent feature releases and how to take advantage of these in your environment. Our expert-led session demonstrated new features and innovations, provided a technical deep-dive and “how-to”, followed by a question and answer session with the audience.
Topics covered include:
* Network charts: Display connection labels and reorder connections for enhanced visualization
* UX: Hide ‘Maximize’ and ‘Comments’ options on text cards and reorder Uncategorized pages
* Model Management: Seamlessly update module names and notes directly in the Modules Beta experience
* ADO: Preview dataset when mapping to model or selecting for transformation view for improved accuracy and efficiency
Recording
https://play.vidyard.com/czTNrCDLnDWfYS523FUr4B
Check out links to resources related to the webinar:
Anaplan Customer Platform Release Webinar Handout_July 2025.pdf
Q&A
Hide 'maximize' and 'comments' options on text cards, field, and image cards
* Q: Does turning off Commenting on cards contribute towards reducing model size? * A: No, model size is determined the dimensionality of the line items
* Q: Have currently built cards in an app page all been defaulted to allow maximise/comments automatically and we have to go and turn them off? * A: You don’t have to turn off the ‘maximize’ and ‘comments’ options, but you can if you would like.
* Q: Is there a feature to duplicate a single card, without having to convert it to a template? * A: On dashboards, you first need to save the card as a template. In management reports, you can duplicate a card without saving it first.
Freeze rows/columns persistence
* Q: Can we set the freeze to hold permanently on card builder? * A: Not at this time.
Edit module names and notes in the Modules Inventory Experience
* Q: Do we have the option to search for a module in the beta version? * A: If you have the module or line item GUID, you can search by adding an underscore as the prefix and suffix of the GUID. In the Beta Version, you can use Ctrl F to do a find.
New UX for Models section in Administration
* Q: The information on last date a user accessed the model, does this include accessing the model via UX? * A: Yes.
* Q: Are the model categories in the Models section of Administration the same as the page categories in an app? * A: No, the model categories are metadata for the models. The page categories are used to organize the UX pages, not the model.
* Q: What is the objective for setup information models in the administration? * A: It helps provision users in large landscapes to the correct workspaces as well are removing access, usually done via the SCIM API.
* Q: Can end users without Page Builder option edit (reorder) Network Chart Connections on UX Page? * A: No, the Page Builder role is required.
Workflow
* Q: Can business day logic be used in Workflow? Or just the model calendar? * A: The model calendar is what can be used.
License Management Reporting
* Q: Can we remove licenses from disabled users? * A: Currently, you can only disable users.
If you missed our recent release updates:
* June* Release notes
* Supplemental blog
* May* Release notes
* Supplemental blog
* April* Release notes
* Supplemental blog
Follow along for future events!
Stay up to date with all platform release announcements by subscribing to the platform release page on the Anaplan Community, and all platform events by subscribing to the events page. Look for the “bell” icon on the page to subscribe.
Questions? Leave a comment!
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Boards, reports, and worksheets best practices — Event recording available!
In May, we hosted a challenge inviting Community members to share their insights on boards, reports, and worksheets best practices. We received insightful responses from Community members on these UX topics.
In the follow-up event from the Challenge, Anaplan's Seb McMillan (@seb_mcmillan) and Russ Goza (@R_Goza), both Principal Platform Adoption Specialists, shared their expert perspectives as well as highlighted responses from our May Challenge participants.
Watch the recording
https://play.vidyard.com/oJoD7kbncJAzZjYq6wFPGx
You can check out a PDF of the event presentation below:
Community Challenge - UX Page Uses.pdf
Resources mentioned during the event
* Anaplan UX - Getting Started Building [video]
* Management Reporting Explained [video]
* Circum Icons - The Psychology of Icons: Why They are so Effective
* Information is Beautiful
Questions? Leave a comment!
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Event recording available: Anaplan Data Orchestrator
If you missed our spotlight event today on Anaplan Data Orchestrator, a recording is now available.
This session — ideal for architects, model builders, integration developers, and enterprise planning teams — will help you better understand how Data Orchestrator fits into your broader integration and automation strategy.
Our presenter, Jon Ferneau (@JonFerneau), from Anaplan’s Operational Excellence Group, covers:
* Introduction to Data Orchestrator
* What is Anaplan Data Orchestrator?
* How it supports Anaplan’s integration vision
* Key business and technical benefits
* The Power of Data Orchestrator
* Leveraging built-in source system connectors
* Creating and transforming datasets with precision
* Using transformation views for tasks
* Unique ID generation
* Aggregation and rollups
* Text concatenation
* Hierarchy creation and mapping to modules
* Running concurrent integrations to multiple spoke planning models
* Workflow for Data Orchestrator* Scheduling automated integrations
* Managing failures with robust error handling and notification capabilities
Recording
https://play.vidyard.com/JHaN4K1UVAmhSzKpFWhn8f
PDF of the presentation
ADO Webinar June2025.pdf
Additional resources
* ADO: Moving beyond data hubs to planning-aware integration
* How Anaplan powers reliable reporting
* How ADO is enabling smarter and faster decisions with built-in data transformation
* Anapedia: Anaplan Data Orchestrator
Questions? Leave a comment!
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Event recording available! ALM Best Practices
Last month we hosted a challenge inviting Community members to share their insights on ALM best practices. We received 25 comments with insights on how to best utilize ALM! Yesterday, we held an event highlighting the responses we received from the March Community Challenge.
Ryan Kohn (@ryan_kohn), Principal Platform Adoption Specialist, and Andy Martin (@andrew_martin_1), Operational Excellence Director, shared their expert perspectives on ALM best practices while celebrating the standout responses from our incredible Community members.
Watch the recording
https://play.vidyard.com/nvcq8FE3pcyFahU1E1kwPE.html?
Timestamps:
* Welcome and introductions — 0:00
* Guest host introductions — 1:45
* ALM best practices — 4:08
* Q&A — 25:17
A PDF of the presentation is available here:
ACE Community Challenge Recap - ALM Best Practices.pdf
Resources mentioned during the event
* [Start Here] Application Lifecycle Management–Part 1: The basics
* Application Lifecycle Management datasheet
* Save incomplete changes when synchronizing in ALM
* Application Lifecycle Management for the User Experience
* Application Lifecycle Management API
* ALM APIs: This is how we use it
Questions? Leave a comment!
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Don’t miss our upcoming event: Quarterly Customer Platform Release on April 30.
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Recording available: Understanding the new Customer Care Portal
If you missed our event today, Understanding the Customer Care Portal, a recording is now available. In this event, I provide a demo highlighting the value of the new comprehensive case visibility, self-service tools, and dynamic case submission form to reduce resolution times.
Topics covered include:
* Seamless access to knowledge resources
* Unified case visibility
* Dynamic case submission form
* Portal roles
* 'Customer-Partner’ case collaboration
https://play.vidyard.com/YWzm1ttCAgupeUMyjVJkGE
Questions? Leave a comment!
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Author: Madison Rines is the Senior Manager, Customer Care & Premium Services at Anaplan.
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Recording now available! January 28 platform release event
If you missed our January 28, 2025 platform release event, the recording is now available!
In this webinar, we highlight the most recent feature releases and how to take advantage of these in your environment. Our expert-led session demonstrated new features and innovations, provided a technical deep-dive and “how-to”, followed by a question and answer session with the audience.
Topics covered include:
* Tailored access to available functions based on model engine
* User experience enhancements — see below for details
Features that were demonstrated:
* Engine-specific content in Anapedia integration
* Role-based page access
* Network charts
* Axis label formatting
* Row/column formatting
* Filter across line items
* Expand/collapse in cells with list pickers
https://play.vidyard.com/1G6HzKNUMxkWbVAPLTTksm
Q&A
Questions answered live
Role-based page access
* Is the default being able or unable to edit the page?
* Any way to assign multiple roles to multiple pages like we could do earlier?
* Is it only applicable to model builder not user?
* A user is assigned to one role, correct? Are there suggestions for managing overlapping roles?
* Is there a way to copy one role's access to another (newly created) role?
* Does that make the module access section in MUX sort of redundant?
Formatting
* Is column formatting limited to a certain number of columns?
* Is there a way to format a level of a list at once? For example, format all months and make the quarters a different color.
* Will the formatting affect the column or row label even if there is conditional formatting?
* My users like to export reports to excel for further circulation — will the formatting now export?
* Can we set the format (%, $, etc) differently for members of Line Item Subsets?
New end user features: Expand/collapse cells, filtering across line items
* Is the default for list pickers that they are fully expanded?
* Do you have an option for having multiple filters applied with OR function?
* Does the line item filter see empty text cells > 0 if they are populated
Network cards
* Is there selective read access for the Network cards and connections?
* Can multiple levels from a hierarchy be used as nodes?
* Can it be used with customers overseas or warehouses outside the US?
* What are the limitations on the source to build connection and nodes?
* Can nodes be sorted in the visual based on a line item value (like in this example the highest number of capacity first)?
* Can you add another field to allocate a specific amount of units?
* Is the Network Chart functionality available within the latest SCM Apps as part of the configuration process? Or would this be viewed as an “extensible” report?
Answered in chat
Formatting
* Do these formatting changes still apply after pivoting the table?* Yes.
* Are there new color combinations added apart from the existing colors? As there are limited options to provide colors as client's requirements for the graphs, charts, fonts, etc. – it will help if new colors are added.* Most color options take a hex value when formatting here.
* Is there any way to reset back to default all the custom formatting, instead of having to open up every possible menu?* Yes, click ‘Reset Theme’.
* How does the system handle a difference in the number formatting set in the models backend vs the NUX formatting you just showed?* The UX setting overrides the line item setting.
* How would you suggest showing the number scale for the whole table rather than adding £ and m to each line item (for example)?* Use your line item formats in the model itself.
New end user features: Expand/collapse cells, filtering across line items
* Can you set the list picker to be collapsed by default?* It is currently expanded by default.
Network cards
* How do you make the unmet demand alert on the chart in the top right?* There is a line item that checks for the alert condition and sets the value if there is. All other values are set for NaN for that line item and hence do not show up on the chart.
* Network cards can be used within the two hierarchies like product and geography?* Yes.
* Have any applications beyond SCM been explored? If so, any thoughts?* This is an SCM example although a network chart may apply to any planning processes that have many to many relationships.
* Can we have a one to many relationship? For ex, one child list item have multiple parent list items?* Yes.
* Are network charts synced based on Page selectors?* Yes.
If you missed our recent release updates:
* October* Release notes
* Supplemental blog
* November* Release notes
* Supplemental blog
* December* Release notes
* Supplemental blog
Follow along for future events!
Stay up to date with all platform release announcements by subscribing to the platform release page on the Anaplan Community, and all platform events by subscribing to the events page. Look for the “bell” icon on the page to subscribe.
Questions? Leave a comment!
