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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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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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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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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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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…
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cloudoworks process integration scheduling
Hi Team I love the ability to scheduled processes within anaplan. Can you make improvements to he scheduling function, i.e. either being able to add multiple schedules for same action or expand the monthly date function to be able to select multiple dates. Currently, if i need to run a monthly job on 2 different dates for…
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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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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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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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Addin Excel : add options like Include Empty rows
Hi, End Users want to have the possibility to include or not include Empty rows like options enable in Export. Best regards,
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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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Excel Add-in: Drill Down and Drill through to Transaction
In Order to effectively compete with Oracle, it would be beneficial to have Drill Down and Drill through to Transaction available in Excel.
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Ability to add dimension headers in exports
There should an option to add the dimension header that are placed in rows while exporting by end user using the export option is grid. For example if I am using the SKU list as the row dimension and user is trying to export the data from the grid published in pages, there should be an option to get the SKU as the header…
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Print as wysiwyg
What you see is what you get (wysiwyg) is a common feature in most reporting tools and a fair request. Currently when we try to export through classic or new UX (as PDF), what we get is far from what we see. This greatly reduces the application of some of our modules as we cannot create PDFs and forward it to higher ups…
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Custom scripting line item calculations
I would love a way to be able to use my custom python scripts and the vast amount of Python libraries on line items in a module, rather than use the Anaplan formulas out of the box. It would save time on export/import data to the Anaplan model. I'm assuming the formulas that are used now are some form of Java or C++? Maybe…
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When saving a view ignore the case sensitivity
We have a 10-minute rollback sometimes and we are very careful to ensure formulae and entries are correct. The one annoying thing is case sensitivity on views. I had to wait 12 minutes because I saved a view as Customer Data and then saved as Customer data. It does not ask if you wish to replace and it does not allow the…
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"Omit Summary Items" on Exports should be an option for Imports
Currently, there is an option to "Omit Summary Items" when you are exporting data designed to exclude parent hierarchies. However, there is no such option for imports and this requires users to create saved views that manually exclude parent levels and can cause a lot of manual work for model builders. Without removing…
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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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Date formatted columns taking more inputs correctly
Issue: When you copy+paste a table into excel, excel's default behavior for "Date" formatted or similarly formatted information changes the data slightly to a "MMM-YY" format from a "MMM YY" format and you are unable to paste back into the model/load as a basic default using upload. Current Solution: 1) Manually re-enter…
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Model ID to display in Imports tab
It would be good to see model ID as a column in Actions->imports tab somewhere near Source Label & Source Object. I faced a specific issue when the model has a lot of imports, which were developed during a long period, and during this period, the source model was several times moved/renamed. Then it is nearly impossible to…
