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Update API import error messages to display process and action name instead of task and import IDs
Import error records from API only display task or import ID, which makes troubleshooting difficult. Recommend to display process name and import action name instead.
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Ability to Export Actions List
The ability to export the actions in the actions list, specifically for imports would be highly beneficial. For one, it would be a great matrix for the client to retain for documentation. The other benefit of an export is that you would be able to change column width to actually read the source and targets. Right now, you…
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Ability to import from subsidiary view
I want to be able to import from a subsidiary view. Business Reason: I don't want to have to create multiple modules for single line items with different dimensionality. If the column in a subsidiary view had an underlying name then using it as the source of an import would be possible.
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Custom page separation for dashboard PDF exports
Description of the enhancement required: Allow for page separation when exporting dashboards to pdf so that two published items may be printed on separate pages, back-to-back. An example of the enhancement: When selecting options for a PDF export on a dashboard, users would have the option to choose where the page…
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Import mapping should update if a line item is renamed
On a model to model, module to module import if the name of any of the below changes the import will still import into that line item as it was set up: -the target model -the source model -the target module -the source module -the target line item If: -the source line item is renamed then the import will not import that…
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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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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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Cloudworks Folder Structure
I would like to see a folder structure to organize Cloudworks Integrations and Processes. Currently, we only view integrations in a flat list and it is very hard to find a specific Integration.
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CloudWorks - Page Readability
Hi everyone, Is it only me or does the CloudWorks Page - Integration & Processes Page in particular - lack in terms of readability in your opinion? What I mean by that is, there are presumably cases where users have lots and lots of Integrations & Processes listed one after another and it's pretty cumbersome to manage them…
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Add Option to Publish Integration Flow Button to NUX
I have recently been working on creating an iterative process to link disjointed records to a parent within a hierarchy using logic that checks whether the relevant item is within the date range for a specific set of criteria. Because I don't want an end-user clicking the same button over and over 1—> X number of times, I…
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Manual Input for Recipients of Notifications - CW
At the time of writing of this post, it's only possible to choose from a limited list of recipients who receive the Notifications of CloudWorks integrations. However, it would be very convienent to be able to manually input email adresses of the recipients. This would allow to send the notifications directly to Team…
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Quick Data Retrieval and update in AM365
The current time taken to log in, retrieve templates and update them in AM365 is quite a painstaking task for the end user as it takes a considerable amount of time to fetch the information and update it. Any upgrade to increase the current performance would help the end user to quickly adopt it and thus making it easier…
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Anaplan-Excel Power Query Connector
Currently, Anaplan supports connecting to Power BI via the Microsoft Power Query function * https://help.anaplan.com/e1cdf0b7-631f-4cd6-b4df-a5e0927e1ef8-Anaplan-Connector-Power-BI-Desktop * https://learn.microsoft.com/en-us/power-query/connectors/anaplan It would be extremely useful if Anaplan supported connecting to the…
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Syncronize card template context selectors for Microsoft 365 extension
Summary (See suggestion* for detail) - Improve user experience with user driven context selection for cards in template library, rather than going into the backend and updating each saved card for the required context. Context - The release of the extension - Anaplan for Microsoft 365 allows users to import from cards in…
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Activity Record of List Members
Currently there is no ability to see a detailed record of the list members created after running an import into a list - you can only see that X number of members have been created or updated. Additionally, there is no record of the DateTime that list members were created. Including a Created Date and Time (UTC) column and…
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Default Export Excel Format
Hi, I am keen to have the default export to excel option changed to the xlsx version rather than the 1997-2003 xls format. While I know you can change this when exporting it would make sense to have the newer version as the default to allow for quicker exporting. Surely 99% of users would prefer it in this format ? I…
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Merged: Option to disable Action buttons on dashboards based on conditions
This discussion has been merged.
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"Search" box for the list when list is assigned as a line item format
As a model builder, I would prefer to have a "search" box to look for a list name when I assign a list as a line item format. Currently, I can only scroll to look for a list name. "Search" box is more efficient than scrolling when the list is quite extended . What do you think?
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excel add-in : Select a level without creating a view
Hi, A new idea for the excel add-in is the possibility to select a level for a hierarchy. For exemple, I have a module with the level 8 for organization, I wish have the possibility to decide to show only organization level 7 or 6 without level 8. Best regards, Carine B.
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Export the Drill Down grid
It would be a great help for the user, if he is able to export/or copy the grid from the drill down, for example if we drill down on the cell in new UX we get all the values that contributes to the calculation, and if the count of the drill down goes over 100 values it gets difficult to analyze the data, neither we can…
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Simultaneous processing (multi-threading) of Anaplan actions
As a user and/or model builder, I want to be able to run actions simultaneously where possible to speed up the data processing and list maintenance actions. This function should also allow other actions to be run only after certain actions have finished running successfully. As an example, if I want to load trial balance…
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Excel Add-in 4.0 - Add ability to Refresh all tabs at once to the same page selector selection
Hi, I have a workbook with about 20 Anaplan-connected tabs. We have >100 properties in our portfolio. Each tab connects to a different module in the same model and all modules have the same page selector list chosen in the dimensions, being our list of properties from our hierarchical list. Right now, if I want to switch…
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Excel Add-In - Remap
When using the Remap feature, if you select a view that doesn't match the original structure, it should give an error instead of crashing excel. The error message was available in 2.x and is not working in 4.0
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Search Function within Edit Process
It will be great if there is a search functionality for a specific action within the Edit Process (or Create Action -> Process), especially useful for a model with long list of actions. At the moment, I need to search the action from Actions pane, note where its position is i.e. top, middle, or bottom of the list, and use…
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Publish Subsidiary View to the Excel add-in
Our users are using the excel add-in to link to offline files for forecasting inputs. Currently, we cannot use a subsidiary view in the excel add-in, which is making it impossible to forecast a few items using subsidiary views through the add-in. Seems like this would be a useful enhancement. excel, add-in, subsidiary view
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Update Anaplan connector for Informatica Error Message
When using the Anaplan connector for Informatica Cloud and an export fails when writing the output to a table that it can't accommodate a generic error message of [ERROR] Exception in thread “Thread-9” is displayed. It would be beneficial if a more meaningful message is displayed. Current Error Message: Proposed Error…
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Excel Add In: remove a connection and multiple connections in one sheet
Idea 1: Currently we have the option to create Read / Read-Write Connection. But when I no longer want an active connection on a sheet, i am not able to remove it. This limits my ability to add a new connection or replace connection on the same sheet. Idea 2: Also, we cannot have more than one connection on a single sheet.…
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Export button on the Imports tab under Settings > Actions
I frequently export the Imports table under Settings > Actions when troubleshooting or working through a model. Connections between models or modules/lists through actions are not displayed in the model map so I highlight the Imports table and copy/paste into excel to diagnose/troubleshoot actions and discover…
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Excel Add-in Data sync to generate Log in Anaplan History
Anaplan to generate detailed log of Excel add-in sync in history. A cell level change log as we see for any Anaplan cell in any of the modules.Ex: 1. Value of one cell in excel add-in got change from 1000 to 80. 2. We do refresh and sync data. 3. Anaplan generates a log in history for this line item value against that cell…
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Export configuration
When I export a module with a layout: Grid, all Pages, I get 1 excel sheet per item from my list in page which is the result I want, My only issue is that the excel tab is generic whereas I would need it to have the name of the item in the page, Is it Something that could evolve?