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Excel Add-In - Allow user to specify browser used for SSO authentication
Allow user to specify which browser to use as an option in Authentication settings for facilitating SSO sign on — even if default is embedded browser, having the flexibility to select a different option such as updated browser / default system browser will help instances where organizations restrict older browsers from…
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Cloudworks Reporting
Would like to see Cloudworks report detailing active integrations and their schedules
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Integrating POWERBI to Anaplan
Hi Team, It will be helpful if we have a connector / integration enabled to get the data from PBI to Anaplan. Thanks, Aish
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Power BI Enhancements/Limitations
The following will be primarily based on my recent experiences with the Power BI Connector and Anaplan. Positives: 1. The Authentication has much improved and the use of SSO relieves a lot of data concerns when creating Power BI Reports. 2. Able to run multiple exports into the same model Negatives: In my experience and…
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Current Page Filter of Export Action
My customer has 18 projects to manage with Anaplan. I created an export action with "all pages" settings for my customers' backup purposes. One excel sheet, one project. Because it's difficult to save all past data in Anaplan, they need an export button to download all necessary data. Even though each 18 project needs to…
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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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Anaplan Model Back Up Automation -[Copy and Archive] process
Considering that the Copy & Archive feature under Manage Models in Anaplan can copy and archive a model without impacting storage size limits. How can I implement an automated daily backup solution for Anaplan model data, given that there is currently no in-built scheduling feature for the Copy & Archive ? My clients…
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"Error parsing key for this row" enhancement
Currently when importing some transactional data into Anaplan we will occasionally get "Error parsing key for this row" for rows where bad data might be present (or data might be missing) The error is often overly vague and requires us to compare the failed row to one that's previously processed correctly. The errors often…
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Current Date Update
Is there any other way that we can update the current date with out using cloud works, Anaplan connect, or any middle ware ETL tools. Through the anaplan system i need to update it not manually and not by uploading the excel file
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Clear an entire module
Scenario: If I am importing data into a module and a line item no longer exists in the source file, the Clear Before Import will not clear that line item as it will only clear line items that are coming in from the file. This can lead to numbers being off. Current workaround: Create a duplicate module that is filled with…
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Enhancement to existing Bulk API for Import Metadata
There is an existing bulk API endpoint that allows workspace admins to retrieve the full list of Import actions from a given model. This endpoint is in the format: https://api.anaplan.com/2/0/models/{{mdlID}}/imports/ where {{mdlID}} is the model GUID. This returns a JSON response, which contains an object called "imports"…
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Cloud works action failure
Hi, Whenever we are running an action from cloud works, this is making other models in the workspace slow and makes it not available for users. Could you please let me the possible reasons? @JaredDolich Thanks & Regards
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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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Ability to import line item format into blue print view
The ability to import line items format while importing blueprints would be really helpful. Currently, I've set up an automated process to import newly created line items from one module into another module on a daily basis. However, I am still required to check the module frequently for new line items imported in order…
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CloudWorks Scheduling
The Cloud Works scheduling tool requires both a start time and an end time. Times cannot be in the past. For a continuous hourly frequency, the start time must be set as 00:10 or some other start time between 00:00 and 00:59. It is therefore impossible to start a continuous process at say 18:10, and for it to run…
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Fix ability to use zip files in Cloudworks and UX
While using import actions in UX and Cloudworks I discovered with the help of Anaplan support that zip files cannot be used except through the backend and old UX. We would like to have the possibility for Anaplan to use zip files in UX and Cloudworks as it is indicated in the Planuals best practices. This is required to…
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Improve the governance around assets
Set up a governance around adding and maintaining images. Limiting access, approval flow, etc. to manage that the correct and the same images are use across all models. Trace where the images are used. With a large number of models and apps it is difficult to check the usage. For maintaining the list and preserving the…
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Export .csv file with blank for no data for number formatted line item
Can Anaplan product team add this requirement in their product road map? Generate .csv export for number formatted line item without zero in the csv export file? Currently, line item with 'Blank' Zero Format shows '0' in the csv file export when the same data displays correctly as Blank in NUX/UX. This is to ensure Anaplan…
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Incorporate daylight savings in Cloudworks time zones
Now if I select London time zone in Cloudworks schedule, it will not automatically change the time in accordance with daylight savings in UK, forcing us to adjust the schedule manually. The same goes for other countries with daylight savings. It would be great, if daylight savings were added to Cloudworks schedule time…
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Cloudworks Additional Time zones for Australia
Hi Team, Can I please ask that Brisbane and Perth time zones become available in cloudworks for selection. In Queensland we do not have daylight savings and as a result this could impact integration tasks for a misalignment in timing of the integration files coming into Anaplan and a cloudworks process schedule being run.…
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Bulk Copy functionality available from Dashboards for non-model builders
As a Model Builder, I want to be able to create specific/dynamic Bulk copy processes so that end users can run them via dashboards. I'll know this is successful when I'm able to publish on dashboards specific bulk copy processes using the standards Anaplan out of the box functionality and without the need of creating…
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Show process Id into actions window
it's would be useful to display process Id into actions window (in a dedicated column)
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Comments in Formulas and No (or more) Char limit in Module Notes
Formula section should have method to capture "comments" for future ref. Additionally, Notes section in module/lineitem should have more chars limit than current of 250 chars. Sometimes the need to copy formula in Notes won't meet due to this restriction..
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Select the level or levels at which the summary can be applied in
When dealing with an extensive hierarchical list and aiming to generate a summary, it would be advantageous to have the flexibility to select the desired summary level (or choose all levels) This flexibility can greatly optimize the process.
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Excel Add-in: Refresh connection without requiring Preview when list items are sorted
I have a saved view which applies a sort-order format to the list dimension in the rows. The view also filters out items which have a zero balance. The sort order and values change depending on the dimension in the selector dropdown, so the number of list items and their sorted order changes depending on the dimension…
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Allowing Documents (pdf, excel, word, ppt) attachments in Anaplan
It will be helpful if there is capability to attach Documents (pdf, excel, word, ppt) in Anaplan. Many planning decisions/inputs need supporting documents as attachments.
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Need only one service account per each project in order to reduce cost for a GCP connection
We are encountering a problem using Cloudworks in Anaplan to connect to GCP. Our data-engineering team found that we need to create a service account for each project. This is because Anaplan assumes that the data is on the same project as the service account, which causes extra costs for us. Our external data is on one…
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AM365: Visibility of which Anaplan UX cards are connected to which PowerPoint slides
Please enhance the visibility between Anaplan UX/Cards and the Related PowerPoint slides as follows. The context of this request concerns the case where one populates Anaplan grids onto a PowerPoint, and then updates the cards in each month's PowerPoint (so, refresh the cards / data via AM365). The request is for improved…
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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…