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Export from Dashboard based on Current View (in synch rows)
I want to have a saved export assigned to a button on the dashboard so that users can easily export the same view that they are looking at
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"Error parsing key for this row" enhancement
Currently when importing some transactional data into Anaplan we will occasionally get "Error parsing key for this row" for rows where bad data might be present (or data might be missing) The error is often overly vague and requires us to compare the failed row to one that's previously processed correctly. The errors often…
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Current Date Update
Is there any other way that we can update the current date with out using cloud works, Anaplan connect, or any middle ware ETL tools. Through the anaplan system i need to update it not manually and not by uploading the excel file
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Export .csv file with blank for no data for number formatted line item
Can Anaplan product team add this requirement in their product road map? Generate .csv export for number formatted line item without zero in the csv export file? Currently, line item with 'Blank' Zero Format shows '0' in the csv file export when the same data displays correctly as Blank in NUX/UX. This is to ensure Anaplan…
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AM365: Visibility of which Anaplan UX cards are connected to which PowerPoint slides
Please enhance the visibility between Anaplan UX/Cards and the Related PowerPoint slides as follows. The context of this request concerns the case where one populates Anaplan grids onto a PowerPoint, and then updates the cards in each month's PowerPoint (so, refresh the cards / data via AM365). The request is for improved…
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Allow the workflow to skip the step is the assignee is missing
To increase the flexibility of the workflow, it should be able to skip the step, as opposed to stopping the workflow, if the assignee is missing. It would allow us to design a workflow with a stronger logic and more complexity.
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CloudWorks API - Increase the "Get integrations" retrieve limit
I use the API below to get CloudWorks integrations list: The retrieve limit is set to 250 which forces me to create multiple API calls to get the full list (using offset and limit parameters). It could be a good idea to remove this retrieve limit (the number of integrations in Cloudworks is already limited). Thanks!
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CloudWorks - possibility to cancel Export Process
It would be nice to have an option to stop export process to external data bases in CloudWorks. We ended up a few times with situation where a process exporting data to Google Cloud was stuck for 16h and it could not be stopped by us or by Anaplan Support.
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Power BI - Anaplan
I would like to propose integration between PBI to Anaplan. This will be really useful in many organizations.
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GCP integration - credentials (important cost comprising)
There's a limitation on Anaplan side that is that the assumption that the credentials given for the Google Cloud Platform are created in the same Project where the Big Query dataset where data will be written/read is, but this is wrong.In The Google Cloud Environment, it is normal that credentials created in a project…
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Ability to load in Model Quality Metrics from Plan IQ
Currently there is no way to import back in the model quality metrics back into anaplan after your forecast has run in Plan IQ. These metrics would be key to show to a planner when they are evaluating the forecasts. For example MAPE of a particular forecast model. These metrics are exposed in planIQ but there is no way to…
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Internal Full Access in Users list
We have : a model with modules filtered by user, a process for copying data. This process is composed of actions filtered by Users. This (filtered) process can be run by users all day long and is published in the APP => All's well. And must be run automatically once a day by an "admin" with access to everything =>…
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Cloudworks Notifications
In many cases…we need a user to "push" a file as part of a workflow process vs "pull" . The action needs to be created in the "pull" module…but we need to publish the action on the "push" application dashboard. In order to accomplish this, we use Cloudworks because you can publish the "pull" action on the "push" dashboard.…
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Drag and Drop functionnality (Line Items - Modules)
Hello It's will be helpful to have the drag and drop functionnality directly on each line item in order to rearrange easily on purpose Regards Patrick
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Outlook Email to Create Item in Anaplan
It would be cool if we could take an email and create an item in Anaplan. If we use anaplan for tracking defects/bugs and enhancements but users submit an item via email, having an item created could be a nice feature. I have done this in the past with integrating microsoft forms with Azure DevOps but that took workflow…
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Be able to have multiple imports of saved view to module
As part of the model cycle have an import which takes from model A and imports to model B but for the first run it's only half the line items and then for the second run it's the whole set. Essentially the second half of metrics are in flux and the end users don't want them updated. What we have to do is go in and adjust…
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Exact time in CW process details
I am a CW integrations Admin and have built CW integration between different models that runs every night. I have a lot of processes so I can't put them in one flow. Also I have some processes that should run in parallel, so I left them out of flows and set their own schedule. Setting up the runtimes is very time consuming…
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Use columnar file formats with cloudworks
WIth the ability to connect cloud storage to anaplan with cloudworks, it would be great to be able to use columnar file formats (like parquet or orc). Parquet format is considered a better file format for analytical workloads as large sets of data can be read faster than with row files format (.csv, .txt, .tsv..). As these…
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Anaplan tab in SalesForce user mapping based on email rather than User name
We use a different user name between SalesForce (firstname.lastname@company.com.suffix) and Anaplan (firstname.lastname@company.com). Therefore it is not possible to have an Anaplan Tab in SalesForce application matching user names in both applications. Can you please add the possibility to map between email adresses…
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Building Imports quicker/Implement import button in Imports tab
Hello, We had a need to trace the data flows into a number of modules and line items. In the case where there is a formula relationship, it does not present difficulties, but not in case of imports creation. We do have access to information from the Imports tab, from the Actions section. But it is only helpfull when you…
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Transactionnal API - Direct Query with JSON Line / Parsing ?!?
Hello, I am looking currently at the Transactionnal API. I see great usage associated to Transactionnal API reading function for direct reporting through third party tool (ex : POWERBI), which offer more thank BULK API. This call help you to direct query a view : Currently, the documentation show a limitation of cells able…
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Any GCP - Anaplan integrators
what level of data sets can we directly ingest from Anaplan to GCP/BIG Query ?
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Conversion tool to automatically create card templates for Anaplan for Microsoft 365
Hi, Currently, the Anaplan for Microsoft 365 extension requires card templates in the UX in order to pull in data into the extension into Excel. This suggestion is to create a card conversion tool to automatically create card templates based on grid and other published cards in the UX. This approach would be similar to the…
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Anaplan Excel Add-in
Hi all, Following a member's recommandation, i'm posting 3 main ideas. I have recently discovered Excel Add-in existence and here are the 3 major points in my mind : First, I think it could be nice to be able to give only permission to retrieve saved views in order to prevent them to see technical items (not relevant as…
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When builders update action triggered from CloudWorks, don't require CloudWorks rebuild
Input from customer implementation team which uses CloudWorks to trigger Anaplan actions. "When we want to edit or change an Anaplan action that is embedded in a CloudWorks process, we risk breaking the process and requiring a rebuild. Our processes are large by necessity. We frequently update actions/process in the…
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Native Email Notification in Anaplan Connect
It would be great if Anaplan Connect had Native email Notifications that would help users know whether jobs that run were successful, partial, or failed.
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CloudWorks AWS S3 file list
It would be great if once you have input S3 access credentials and established the connection, CloudWorks would present you with a list of available files to choose from, instead of having to input the filename. Furthermore the ability to reselect the file to be imported by the connection will speed up integration admin a…
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Success response back to source system after DI
When I have a DI between a source system and Anaplan, I need a way for Anaplan to ing the source system to confirm the job was successfully complete
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REQUEST: Be able to export pictures on Management Reporting Page to pdf
Currently when exporting to pdf all pictures disappear. As we are using pictures to create standardized backgrounds and embedded column headers (column groupings) all pages break when exporting. This makes the whole management reporting either not portable or way less customizable. Current way of…
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API Read cell data by coordinate
As an integration builder, i need to be able to read cell data based on a cell coordinate. This is similar to the update data api call with the difference that it s a read instead of write. This is needed as sometimes you need a specific set of data to be interacted with other applications dynamically and you dont need to…