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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.
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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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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…
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"Search" box for the list when list is assigned as a line item format
As a model builder, I would prefer to have a "search" box to look for a list name when I assign a list as a line item format. Currently, I can only scroll to look for a list name. "Search" box is more efficient than scrolling when the list is quite extended . What do you think?
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Differentiate if you are Importing into a Module or a List on the Actions system view
Create a new naming convention based off of the action being either an import to a Module or a List. EG. The L8 and 9 and 4th row would have List in the action section and the 3rd row would have Module in the name. This would be used to quickly reference things and make it easier to do research.
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Provide detailed log on cloudworks
As an integration admin, it woulf be very useful to be able to get (through api or the ui) a log detail of the last cloufworks run for a given integration. This is necessary as the current error messages are a bit cryptic to understand like "process failed"
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Google Sheet Addin: Remove leading spaces from Lists items
Our primary purpose for pulling data from Anaplan into Google Sheets is to use it as a data source. This purpose is made significantly more difficult by the formatting of list items brought in through the add in. Specifically, lists are formatted with leading spaces as you can see by the " Bookings" member in the…
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Add Wildcard Functionality to Anaplan Connect Scripts
When working with the latest updates to Anaplan Connect I noticed a few of the scripts that require specific List IDs would be more effective if there was a wildcard option. This would allow users to pull every list from a model and all the related properties.