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Make Integration admin role available for visitors & partners
It's currently not possible to assign an integration admin role to visitors and respectively also not to Anaplan Partners. This makes it a challenge when helping customers with Cloudworks or when just setting up a scheduled model-to-model import. It requires always someone at the customer capable to set-up the connections.…
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Enable Power BI Anaplan Connector with SSO
The majority of our customers have an SSO only policy. This means Power BI can not be used by them for additional analysis of Anaplan Data. As a Power BI end user with SSO enabled I want to be able to use the Power BI Anaplan Connector so that I can do additional analysis in Power BI.
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Automatically generate Keys for Importing fact data into Data Hub module
Importing fact data into "flat modules" in a Data Hub is challenging when your data source is unable to provide a single unique Key to act as a List Item. That work ends up taking place between the extracted data and the import into Anaplan and oftentimes involves concatenating Key columns into a single column, sometimes…
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Display an action's Start Date and Time (UTC) on a page for the end user to view
Are there plans to allow the Start Date and Time (UTC) of an action to be forward facing to end users? This could potentially be shown as a tooltip where actions are published on to the page.
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Microsoft Teams - Anaplan Integration
A number of customers have expressed a desire to have an Anaplan - Microsoft Teams integration in the same way as now exists between Anaplan and Slack. * Push links to pages to users' Teams accounts * Anaplan notifications * Subset of above: as Anaplan Process Orchestration progresses the need / benefit from Teams link…
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Update export actions created from a saved view when saved view is modified
I think the title says it mostly, but to be clear I'd like to be able to do the following: 1. Create a saved view of a module 2. Create and export action using the saved view as basis 3. Modify and re-save the saved view (i.e. add a new column, change the filter etc.) 4. The export action should update itself based on my…
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Option for the default file format for new exports from classic dashboards
In a May Anaplan release the platform was updated such that when users in classic dashboards created a new ad-hoc export, the default file format was now .csv, not .xls. In many respects this was an improvement and certain customers preferred the .csv setting, but some customers need the files to be in an Excel format and…
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Cloudworks Integration Flows in UX
At the moment, we are able to add Cloudworks Processes to the dashboards and the addition is great. Could we do the same with the Integration Flows? I see multiple benefits from this for several customers and I do not think that the implementation would be too different from what is currently in there. Is this currently in…
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Ability to Add Data Write Action to Existing Process
1. It would be really a game changer if we are able to add Data Write Actions to the existing processes, It would not only scale up the usage of the Data Write Action but also would save a lot of time and effort and would save us from creating multiple saved views and actions. 2. Currently, Data Write actions can only…
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Update Current Timestamp by adding a New Action Type
As workspace admin, I would like to have the possibility to update the current timestamp in UTC timezone by having a New Action type created ( similar to the below picture ). This could work in a very similar way as the very nice new feature "Update Current Period": 1. Create in a module without any dimensions a line-item…
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Have CloudWorks support DCA
I would like to see CloudWorks support Dynamic Cell Access. Our organization has a model-to-model import process that would not run correctly in CloudWorks due to the source module having DCA.
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Allow the option to not create an import as an action
The ability to select whether you want a manual data import saved as an action on the actions tab is requested. The reason being that during development and for sprint review purposes, sometimes test data or files with lists are uploaded to allow clients to visualize the end product. Every time an import is run, an action…
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User to select columns for variance analysis
New variance feature is a long awaited one. And finally we have it! But this feature is almost a hardcode and it does not allow an end user to select which of the two columns to be compared. Before placing this idea I have open a topic in UX Designers forum to collect thoughts of the community about it: MR: User to select…
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Source Object Name refresh in Import Data Sources tab of Actions (Model Settings)
The Source Object Name in the Import Data Sources tab of the Actions section in Model Settings is a very helpful piece of information when tracing source module views used in Actions. Model builders normally export this information to an Excel output and filter on the source object name to check which actions are dependant…
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Action Button to Trigger Outbound Requests (GET, POST etc.)
It would be great to have a button on new ux available that could be configured to send an outbound request to an external endpoint (GET, POST etc.), for now even an empty request could be helpful, but bonus points for allowing a configurable payload within Anaplan. This would allow us to seamlessly execute external parts…
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Import Action Categories and Separators
The import action management section often becomes messy because ALL import actions are saved. Would love the ability to create sections and separators, to better organize the import actions I intend to repeat. The following example was created from dummy imports, but it would be great if this feature were built in. I…
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Ability to copy/paste values incl. hidden decimals from Excel
When copy/pasting values from an Excel table to Anaplan, it only includes the decimals shown in Excel. E.g. if the value 0.5499 is in Excel but the cell in Excel is set to only show one decimal place, the value displayed will be 0.5. When copy/pasting to Anaplan, 0.5 will be used and not the full 0.5499. This issue can of…
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Ignoring some columns when mapping timescale through column headers
When we get a source file with time in the columns it is very common to have columns that are not relevant for the mapping. As time usually requires using an "automatic" mapping it is quite inconvenient that columns that are not relevant are processed as a FAILURA in Anaplan. It would be fantastic to have the option to…
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Cloudworks or Anaplan APIs: Automatic Archival Process
As a Model Builder or Integration developer, I would like to have the ability to have an automated process via Cloud works or ALM APIs to archive production models on a specific time cadence. By either exposing this functionality through ALM APIs or via Cloudworks, it will remove the admin work to archive models on a…
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Choose column separator in Exports
When we export modules containing text-formatted line items and we choose csv or txt format, the column separator is automatically forced on 'comma'. If the text within the line item contains any comma in its body, it will shift the following columns and damage the whole file. It would be great to be able to choose the…
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Indicate the source module in a worksheet
Our users need to know the source module in a worksheet in order to be able to use the Addin Excel extension. It's possible to see it in a card on a Board, it is regrettable not to offer this information also in a worksheet. Board: Worksheet 😞 :
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Make all API's available across tenants.
Currently most API calls only work within the default tenant. As a developer this limits the ability to work with other projects. For all api calls add /customerid/xxxxx-xx-xx-x-x/ to the path to reference another tenant. If tenant id is not supplied then default to the users default tenant. example: When listing…
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Use CloudWorks to solve CurrentDate/CurrentTimestamp in Anaplan WITHOUT using third-party tools
As Solution Architect / Model builder, I would like to be able to create a "connection" in CloudWorks Anaplan using a webservice managed by Anaplan which automatically updates in the backend a file that contains the periodically updated CurrentTimestamp in UTC (something like "2021-02-01T14:10:45"). I will know this will…
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Headers in export files
When Exporting files from Anaplan I would like the possibility to remove the list name from the header when adding properties properties in the export file. Today I can only choose Include or exclude Row Label headers. I would like to have the possibility to exclude the name of the list in the header. From above export I…
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Cloudworks email notification to group email
Hi Anaplan team, We started using cloudworks for scheduling jobs within Anaplan. Sending automatic email whenever there are rejection , to the person who has created that job is a cool feature but I feel it would be great option if we have an option to enter specific email address. Examples email to include team email /…
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Make available for a Import Data source these system columns: Current Timestamp, Current User, RowID
As a Model builder, when I create an import action and I choose an Import Data Source ( File, Saved View, etc…) I would like that the Import Data Source to have available these additional system columns: Current Timestamp, Current User, RowID that can be mapped to target elements. Current Timestamp: should be populated at…
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SAP integration
Suggest to build native integration with SAP solutions. A lot of Anaplan customers use SAP solutions such as SAP ECC, S/4 HANA, SAP BW etc. and heavily depend on large amounts of data flowing back and forth into Anaplan. Integrating with these solutions often require an extra layer such as AWS or similar which then again…
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Batch printing, exporting, emailing of NUX dashboards and worksheets
Description: As an Anaplan user, I would like to be able to print, export, or email Dashboards and/or Worksheets in the New UX based on a selection of list items relevant to the the Board/Worksheet. This process should be able to be scheduled (e.g. daily, weekly, monthy at a set time) or run on-demand by the user. The user…
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Edit Export Action
User should be able to edit Export Action just like Import Action in case of addition, deletion of line items to the saved addition/removal of filter to the saved view which is being used in Export Action.
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Data Tags as a comment feature for developers
Hi team, As a Model Builder and BAU Support Team Specialist, I am interested in documenting enhancements in our models. Using only the Notes feature as a commenting tool, it is getting really hard to track them all after a couple of years of the model being rolled out. At some level of complexity of the model, it is…