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New UX: Ability to view and export "codes" as labels in grid view
When producing a grid table, it would be useful to have the option to also bring through the code in a separate column/row next to the display name and have the ability to show or hide these depending on the user requirements. Likewise, having the option to export with the code. A small example is below. I note the export…
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Split admin and users input in the logging
In the history logging, split the changes made by regular users and by admin users (automated or workspace admin) so you can easily check what has been entered by users. As an alternative this can even already be achieved by splitting the manual input and the process driven changes. Currently we cannot see what changes…
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Ability to set up a Docusign Developer Environment with Anaplan
Docusign has the ability to have 2 different environments, a production and development environment. As of right now, Anaplan can only connect with the Docusign production environment. As a developer, if Anaplan could connect with the Docusign production account it could help with our Application Lifecycle Management.
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Import Issue (simultaneous uploads by external APIs can not be recognized within Anaplan)
One of our major customer is asking this issue to be raised as an enhancement request. The issue that they face is summarized below: Import A (with 60,000 records) and Import B (30,000 records) will simultaneously happen from an external API action. Import A will time out, however upon completion Import B will recieve a…
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Add Minutes to trigger frequency in Cloudworks
Suggest to add minutes to trigger frequency Currently in trigger frequency in scheduling window there is no option to select minutes, This can be extremely beneficial and can add more flexibility to scheduling tool As example 1. During active forecast and budget time data constantly needs to be imported & exported 2.…
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Pivot feature for Google add-ons
The information toolbar suggests that we pivot in Anaplan using filters and pivot feature. This is an inconvenience from the user experience perspective. If that were to be the case then we are better off creating views for everyone. Moreover, this feature that's been mentioned as information does not work as intended.…
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Change import default name while setting it up
It will be good to have ability to change an import name the same time when you first create the import. For example, having a special field on import setting window, like in screenshot.
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Keep Model In Memory (KMIM)- can we keep model cache alive , it will help with performance
n we keep the model cache in the buffer/memory (Keep running) alive, instead of clearing eveytime after logout? This will take a long time to load the model every time when size is huge ..otherwise we have to keep some dummy job running to Keep Model In Memory (KMIM)
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Parquet file format
It would be great to have the capability to load parquet format files to Anaplan as it becomes more and more popular in databases. At the moment we need to add one more step to the integration process to change the format to csv./txt. before loading data to Anaplan.
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List Item Count Reset Accessible via Anaplan Connect
Description: The ability to trigger the “Reset” action/button in the list configuration tab (for numbered lists), using Anaplan Connect to automate this process. Example of Enhancement: Anaplan Connect has an operation that enables reset of a list. And the index for a list can be reset without limitation (i.e. it doesn’t…
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Suggested Import Data Source
Would be nice if I could quickly select an import data souce when setting up new import based on the most recently created saved view. The suggested source item can be based on whatever the last source in the Import Data Source list is.
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Ability to change Pivot in Google Sheets Add-on
The Google Sheets add-on doesn't let us change the dimensions in the Pivot when setting up the connection, unlike the Excel add-in. We need to create custom views in the model to be able to pull the data in the format we want. This is a big deterrent towards adoption of the Google Sheets add-in and restricts the…
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Cloudworks to include all Process status just at running in Model manually
In Cloudworks, only the detailed status of failed Process/import/export is shown, the successful ones are not shown. Would be great if the details status (Updated, Ignored, Unsuccessful) will be recorded for all imports/exports run, so that users will be able to confirm if the Process has been run correctly.
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Anaplan Excel Add-in Prerequisites
I wanted to share an uncommunicated prerequisite for the Anaplan Excel Add-in 4.x series. Reading through prerequisites, the documentation explicitly indicates certain items that are not natively part of an operating system, like the version of MS Office or the supporting technologies of .NET 4.7.2 and Visual Studio Tools…
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Conversion to V4 - copy of older version is not made on Onedrive
To upgrade to V4, workbooks that are created in lower versions have to be converted. On conversion, a copy of the older version is supposed to be made. This works on a local drive but it does not work on OneDrive. As most of our files are on OneDrive, this will not work in our business operating environment. We will not…
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Unable to open several workbooks with same connection
I have recently been testing v4 of the Add-in. We are current using v3.3. I am unable to work on several workbooks that have the same connection/model at the same time. V3.3 allows for several workbooks to be opened at the same time. I would point to several systems that allow for this, namely, Smartview (Oracle) and BW…
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Excel Add-in: Clone Workbook button
Currently on the Excel Add-in I am able to clone worksheets. I would like to have the ability to clone an entire workbook or multiple copies of a single sheet rather than doing this 1 sheet at a time. Why? * Currently the Excel Add-in does not allow for copied workbooks to be opened simultaneously * This will facilitate…
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Ability to Connect Power Point Add in with Dashboards
It would make every end users' life easier if we have an ability to connect Power Point Add-in directly with the dashboards instead of modules. Now Reporting page coming into action, it will make a lot of sense if we could just create the connection with any page/dashboard and boom power point is ready.
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CloudWorks Scheduling by Day of Month
It would be great if we could schedule Imports & Processes during Month End dynamically. e.g. Each Month I need to edit my schedule to update the Start Date & End Date for the relevant month end period. Would be great to have 1st day of month as a selection from Start Date and 7th day of month for End Date as an example so…
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Import Enhancement: Tab- Line Items: Being able to select Multiple, All, or blank "Mapped to"
Currently when Mapping a file, view, or similar, if you have extra line items/columns, Anaplan doesn't always identify that a new line item is selected, and takes multiple attempts to have your selection identified. (Bug, and I use Chrome with 90% zoom) Being able to Map everything you are going to map, then select all…
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CloudWorks - Possiblity to launch processes without being necessary to choose Datasource or Target
As Model Builder/ Data Integration specialist I would like to be allowed to create a Process in CloudWorks even it is not chosen a Datasource or Target. CloudWorks could be very useful tool to schedule data integrations between Anaplan models. Currently, this is not allowed and it is received the error: "Connection and…
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API Calls for "Export PDF" in Reporting
It would be great if Anaplan had API's that could call for the "Export PDF" in reporting. Allowing for this would give customers a flexible way of automating the exports at whatever consistent frequency needed. Thank you..
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Importing Large Files on Pages - Two Step process should be one step
When importing a large file during a Process on Pages, I'm required to first attach the file, and then wait for the attached file to finish uploading to Anaplan, and then I have to come back to the action to run it. However, in the original UX, this is all one process. Having this as a two-step process is preventing us…
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Ability to specify an escape character for an import
Some import sources can contain escape characters for special characters depending on how they were generated (i.e. generated by a specific software). These escape characters are not recognised by Anaplan and end up being imported as is. I would like the ability to specify a specific character as an escape character when…
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When click the Anaplan tab in SFDC, let me see always Anaplan HOME.
Now, When user clink the Anaplan tab in Salesforce, we hope the user see home rathar than their most recent workspace.
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Reject entire import if there's an error
I am building a model where I need to reject entire import whenever there's any error during import process. As of now them action runs and the module/list is getting populated but the cell which had incorrect value(reason for the error) is not, leaving it blank. This case is not ideal for the customer and they want to…
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Force the API cell read to include Row Header Labels.
When using the data read API, any row dimensions do not have headers. This is an option in the Export tab when using the UI. When trying to process the results via code, I have run into issues a few times where this is a problem. Please consider always including the row label headers or at a minimum provide a setting to…
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Export module with comma as decimal separator
Requesting an enhancement to be able to export to file with comma's as the decimal delimiter. At the minute the export is not using the Number format options of the line items. So if I set my line item format to have Comma as the decimal separator, the export ignores it. If there's an Import option to do this, shouldn't…
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Allow for more control around duplicating, adjusting, and managing Exports
Imagine you need to update an export with a new column, but you want to retain the previous export for another group. In order to create this new use case, you now have to create an entire new export OR you have to inform the other team that you are adding in additional columns (even if you are allowed). Once you do fix…
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Execute Import Action from Source Model
Currently, the import action needs to be defined and executed on the destination model. (Import by "Pull") Though the authority of the destination model should be set, it will be useful to execute the import action from the import source model. The improvement will be helpful to enable freely set the action execution…