Welcome to the Anaplan modeling experience (MX)! The Anaplan functionality you know and love, with a modern look and feel and simplified, intuitive navigation.
In February 2023, the updated model experience became the default for all users. In April 2024 the ability to toggle back to the old classic experience will be removed.
What is the model experience (MX)?
Well, you can interact with Anaplan in two ways.
On the Home screen you can access models, pages and apps through the User Experience (UX).
Accessing a page directly from here, or after opening an App, will keep you in the UX:
But if you enter a model from the Home page or after selecting Models from the main dropdown, then you are in the MX. Here, subject to access, you can open multiple objects, UX Pages included. You are NOT in an app in the UX.
The MX is primarily aimed at Model Builders and Page Builders.
If, as an end user, you exclusively use UX Apps and Pages for your reporting or planning activities, then you will likely never venture into the MX.
But, if you access in-model (Classic) dashboards or modules using the Models section in Home (see above), you will benefit from recent enhancements.
If you were used to the old classic interface, you will have noticed an updated look and feel and a streamlined navigation for faster access to the information you need in your models. Everything else is as before; the same content, the same dashboards or modules, and the same tab-based experience.
Enhanced interface:
The look and feel of the MX is aligned with UX Apps and Pages to help create a unified experience no matter how you access your content.
The enhanced interface includes a dropdown for easy navigation and an improved contents panel.
From the dropdown, you can navigate within and between models and workspaces, without having to navigate to the Home or Models screens, making it easy to find whatever you need in Anaplan.
Content panel: search
Quickly search for your available content using the Contents search. Start typing in the search bar to filter all available matching dashboards and modules (based on their names) within the section headers. This allows you to pinpoint the content you need.
Content panel: open all
Open all the objects within a section with the one-click “Open all” functionality. Another time-saver that speeds up your planning activities.
Content panel: open landing page
To quickly reopen your model landing page (the default tab for the model), click the always-available home icon in the content panel.
Content panel: expand/collapse
Within the Contents panel, expand or collapse all sections or individual sections, making navigating easier.
Clicking the arrows by the Contents header will expand or collapse all sections simultaneously. Or use the arrows next to each section header to expand or collapse a specific group.
The “Open all” functionality is still available even in the collapsed mode.
Dashboard toolbar: show/hide
For those who still use classic dashboards, the MX now has an intuitive right-click on the dashboard tab to allow you to show or hide the dashboard toolbars.
Once you have made that selection, your preference will apply to all dashboards until you modify your choice.
Module: formula preview
A formula preview mode will be available if you have access to modules as well as dashboards. This allows you an easier way to view the logic behind the formula.
Direct linking
You have the ability to direct link (also called deep linking) within the MX, just as you already do in the Apps and Pages in the UX. The URL in your browser will include the reference to the tab displayed on your screen. Simply copy the URL to create the shareable link.
You can therefore:
- Share a specific dashboard with a colleague (as long as they have access) by pasting the link in an email (or messaging tool)
- Include the link to the dashboard in your planning or administration documentation
- Favorite a specific dashboard in your browser for easier access
- Direct your Anaplan development team to a particular dashboard for enhancement requests by sharing the link
Learn more about the model experience on Anapedia
Contributing author Andy Martin