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Make Integration admin role available for visitors & partners
It's currently not possible to assign an integration admin role to visitors and respectively also not to Anaplan Partners. This makes it a challenge when helping customers with Cloudworks or when just setting up a scheduled model-to-model import. It requires always someone at the customer capable to set-up the connections.…
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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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CloudWorks Azure Integration - Connection Related API's
Similar to the API's available for AWS Connections in CloudWorks (refer below). The ability to do the same thing for Azure Blob Connections would be helpful. Specifically, updating of SAS tokens on connections. https://cloudworks.docs.apiary.io/#get_connections https://cloudworks.docs.apiary.io/#edit_connection
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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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New UX: Model Status/Refresh Messaging on New UX Page
Idea is to have a message or status on the New UX page in order to notify user that something is happening in the model that is causing the model to queue or be blocked (examples include: save state, actions, etc.). The lack of messaging causes massive frustration for users who think the New UX page is "slow". The classic…
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Use setting grids as a model Import Dat Source
There are certain fields in the settings tables of a model that would be very useful to be able to easily import into a module for further calculation/model usability. The uses I have already encountered would be: * The 'user settings' table - this would allow filters and dynamic cell access more easily based on role, or…
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Create an action using command line/shell script Instead of creating an action in anaplan.
The below feature is not yet to be included in the Anaplan Connect: Create an action using command line/shell script Instead of creating an action in anaplan.
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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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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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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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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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NUX Forms: Exception handling when duplicate code entered
When using forms to add to a list (where the code can be entered), users can accidently re-enter an existing code which triggers a model roll back, as it's considered a duplicate. There's also no notification the model is rolling back so it looks like the app is spinning its wheels. This leads to confusion and potentially…
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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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"While/Wend" or "Do Loop" Functionality in Anaplan
Within VBA, it is possible to create "Loop & Exit"/"While/Wend" or "Do Loop" functions. This allows formulae to continue running until an answer is produced. Within Anaplan, there are workarounds, but none are truly as flexible, and all have their limitations. Creating this functionality would close the gap on some of the…
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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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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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Ability to combine processes across models in CloudWorks
The use case is to orchestrate a data integration workflow in one CloudWorks schedule containing steps executing model-to-model imports from many processes residing in various models, e.g. update DataHuab lists and modules, then update planning model lists and modules, then update reporting model lists and update.