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Real Time Integrations!
Enhancement: As an Anaplan Workspace Admin, I would like the ability to do real time integration imports & exports directly in user facing models WITHOUT impacting the user experience. Problem Statement: Today we run an export every ten minutes, from a user facing model. When we run that export the blue processing box…
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Mapping on Codes
Allow for mapping on codes in a list that is not numbered.
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An action to export Dashboard as PDF
I exported a dashboard in PDF format using the Export option. It will be really helpful if this an action that can be published to the dashboard. So that business users will not have to go through all settings and all.
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Reject Entire Import
For both lists and modules, it would be nice to have an option to reject an entire import if any errors are present. A similar feature already exists for lists that allows us to reject imports on the basis of duplicate line identifiers, but expanding this to reject the import if any errors exist would be extremely helpful.…
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Select internal Source
When creating a new import, it would be useful to be able to specific the internal model at the outset, rather than having to wait for all potential models to be returned. Very often internal module views are used and it's frustrating to have to wait. the current model is the default anyway
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It would be helpful to have an “aggregation operator” property that would apply to a hierarchy.
For example, consider the following hierarchy, applied to a module, with the following values: Net Income: $10 Gross Margin: $40 Sales: $100 Cost of Sales: $60 Operating Expense: $30 Clients would prefer to see Cost of Sales as a positive number. In aggregating, they would want to see Cost of Sales subtracted from Sales to…
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Ability to rename a version without breaking the import mapping
When performing a module to module import from the same model, if a version which is used as the source of an import is renamed, both the old and new version names will be listed as source items. The import will display a successful import message, but the number of rows Updated/Ignored/Failed will be empty and the module…
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Anaplan Addin for Microsoft Word
Users generally need to add commentary around the data retrieved from Anaplan modules. Anaplan Word Addin can fill this gap by providing the capability to extract information from Anaplan. Furthermore, it'll be really useful to extract just one data intersection using some formula like CHOOSE or GETVAL, given the user can…
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Don't change tab colour when refreshing view in Excel Add-in
Description: Excel Add-In: When refreshing report views, rather than changing the tab color upon refresh, please leave original tab color. Benefit/impact: We use tab color within an Excel workbook to differentiate financial reports for management. We also use it for organization of data.
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Ability to see in blueprint mode if line items are mapped in an import
Description of the enhancement required: Add an "import from" column and "import to" column in modules to identify where a line item's values are coming from. An example of the enhancement: Once mapped to a source in an import action, a field would display the action that the line item is part of. How would it help their…
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The source object name column needs to be wider
Description of the enhancement: You can't see all the Source Object Name in Settings --> actions --> Import data Sources. The source object name column needs to be wider OR the columns should utilise the tool tips as they do for the Imports Column see screenshot
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Replicate column headers on dashboard PDF export
Description of the enhancement required: Replicated the column header in a dashboard PDF export, when the grid is split on multiple pages. An example of the enhancement: When you try to export a dashboard in a PDF, the column header (the month for example) are not replicated on the second page and the following. I can't…
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Anaplan Connect csv files
Hi everyone, it would be very useful within Anaplan Connect (both Basic Authentication and OAuth2) to set the csv files generated from batch files visible to everyone (every user present in Anaplan Workspace) or only Admin users within Anaplan Workspace. This would prevent the restriction of having only one single user…
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AM365: Backgrounds on cards (from Management Reports to Microsoft PowerPoint
As of December 2023, when using Anaplan for Microsoft 365 (AM365) we have an unattractive limitation when importing grids/graphs from Anaplan Management Reports to PowerPoint. There is no possibility to respect the Anaplan background color upon importing into PowerPoint. This point was raised by one customer who shared the…
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Drag and Drop Actions (Process - Imports - Exports - Others)
Hello It's will be helpful to have drag and drop functionnality in the Actions page in order to rearrange them inside their respective bloc (Process, Import, Export or Other Actions) so it will be easier to group them if need include actions into a process using the drag an drop dunctionality Regards, Patrick
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Publish Postman API Collections for various Anaplan API Categories
It would be handy if the various API documentations outlined in is accompanied with its corresponding Postman collection like the one below . Currently I'm unable to find the Postman collections for ALM API and CloudWorks APLI
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Extend CloudWorks to support *External tables* in Google BigQuery
CloudWorks currently integrates with Google BigQuery and supports the following table types: Standard BigQuery tables, and Views. It would be useful if this support could be extended to include External tables (where the data is stored outside of Google BigQuery). At the moment I need to create an intermediate table in…
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DocuSign > Anaplan Integration for multiple Users
Currently, when using the DocuSign integration inside Anaplan, only the User who creates an envelope or workflow has access to that envelope or workflow. This idea is to allow for multiple Anaplan admin users to be able to view/edit/use each other's created envelopes and workflows.
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Allow .tsv files in the Cloudworks UI (again)
The Situation Currently we import all our files as a tab separated file (tsv), bundle a set of import actions in a process and orchestrate these processes trough Cloudworks Integrations. Tab separated files are one of the first possibilities in the file options: To indicate such a file is tab separated all our files are…
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Dropdown menu in Excel AddIn
Hello, We currently have a dropdown menu in the line items when selecting items from a list - as per image below: However, when we create the connection with Excel, there is no dropdown nor anyway of knowing the names of the list which have to be manually inputted - please see image below: Is there any way of giving the…
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CW flow's step startup settings
This would be a very convenient option: start a step and not wait for it to finish. For example, I need to wake up the model that will be needed in step 7. It takes 30 minutes to wake up, so I have to start waking up in parallel with step 4.
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CW settings report
It would be very convenient to export all CW processes to a table to quickly check settings between processes, without waiting to load, because now you have to click on each process and wait 2-3 seconds to load the fields in the first tab, then wait again for the second tab, then click on the next process and wait again.
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Automated method to refresh data from Production to another environment
Right now in order to refresh Production into Integration for instance, we must: - Ensure that no Revision Tags are in progress and that they are all deployed to Production before starting the refresh - Archive the target model - Duplicate the source model into a new Integration - Reset all the security as they were -…
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Store Start Date and Time (UTC) for Actions/Process Indefinitely
Reviewing past models or model history (archived) for even our current live models the Start Date and Time (UTC) for Actions/Processes is not populated for anything that's been run more than ~1 month ago. This feels like a gap in how this field should function. Proposal: The Start Date and Time (UTC) for Actions/Processes…
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Manage the saved view - Display by all modules
Hi all! It would be great if you could refine the "Manage Saved Views" feature and add the ability to view saved views of all modules at once, with the fields: Saved view, module, use in action, note. Saved viewModuleUse in actionNoteName of the saved viewThe module in which the view was createdProcesses in which the View…
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Creating ISBUDGETVERSION() similar to ISACTUALVERSION()
Please consider adding ISBUDGETVERSION() function, similar to ISACTUALVERSION(). This would eliminate having to setup another module with only Versions as the list and creating a boolean flag. All followed by IF VersionsControl.Budget THEN .... ELSE...
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cloudworks ALM
As an integration admin, i would like to be able to have the same set of features as the ALM for models, namely : - a deployed mode, standard mode, where the deployed one has structure defined and not updatable (connexion, name, file, process selected, model selected...) unless specifically indicated as "production" -…
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Action disable dialog box for Run and for Close if no other end user action is needed
Use Case: Today when an user hits the Action Button, the user always gets a dialog box, need to push Run and after the process ends, a dialog box is asking to hit the button Close. In this example no other action is required by the end user (no file selection, no item selection) and for the end user the steps Run and Close…
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Working with Processes and Actions
Hi Team, Placing these here as a bulk request: 1. Would like edit/view contents of Action when I find it in a Process. Today I have to abandon the process then go find it from the Actions list. 2. Search Actions when building a process: When building a Process we have to scroll up and down the list of Action (which may not…
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Google Sheets Add-on: Ability to remap connections
As an end user having the ability to repoint/remap connections can be very beneficial. If the underlying source model is to be changed or is accidently deleted, users do not currently have the ability to repoint existing workbooks. This leaves them unusable and requires rebuilding the workbook from scratch. Currently this…