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Anaplan Model Back Up Automation -[Copy and Archive] process
Considering that the Copy & Archive feature under Manage Models in Anaplan can copy and archive a model without impacting storage size limits. How can I implement an automated daily backup solution for Anaplan model data, given that there is currently no in-built scheduling feature for the Copy & Archive ? My clients…
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Cloud works action failure
Hi, Whenever we are running an action from cloud works, this is making other models in the workspace slow and makes it not available for users. Could you please let me the possible reasons? @JaredDolich Thanks & Regards
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SEO
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CloudWorks Scheduling
The Cloud Works scheduling tool requires both a start time and an end time. Times cannot be in the past. For a continuous hourly frequency, the start time must be set as 00:10 or some other start time between 00:00 and 00:59. It is therefore impossible to start a continuous process at say 18:10, and for it to run…
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Improve the governance around assets
Set up a governance around adding and maintaining images. Limiting access, approval flow, etc. to manage that the correct and the same images are use across all models. Trace where the images are used. With a large number of models and apps it is difficult to check the usage. For maintaining the list and preserving the…
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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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Excel Add-in: Refresh connection without requiring Preview when list items are sorted
I have a saved view which applies a sort-order format to the list dimension in the rows. The view also filters out items which have a zero balance. The sort order and values change depending on the dimension in the selector dropdown, so the number of list items and their sorted order changes depending on the dimension…
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Select the level or levels at which the summary can be applied in
When dealing with an extensive hierarchical list and aiming to generate a summary, it would be advantageous to have the flexibility to select the desired summary level (or choose all levels) This flexibility can greatly optimize the process.
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Allowing Documents (pdf, excel, word, ppt) attachments in Anaplan
It will be helpful if there is capability to attach Documents (pdf, excel, word, ppt) in Anaplan. Many planning decisions/inputs need supporting documents as attachments.
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Need only one service account per each project in order to reduce cost for a GCP connection
We are encountering a problem using Cloudworks in Anaplan to connect to GCP. Our data-engineering team found that we need to create a service account for each project. This is because Anaplan assumes that the data is on the same project as the service account, which causes extra costs for us. Our external data is on one…
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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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Allow the approver to be selected from a module, on the workflow decision template
I would like to be able to select my approver from a module, in the same fashion as for the tasks. Otherwise, I am not able to use the functionality in complex approval flows.
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Anaplan API Python Connection
Anyone has tried to do a Anaplan API Python connection? I have an idea that I want to build scenarios in the magnitude of 100,000s. This will not be possible if we are using the inbuilt version page. My idea is to store the parameters of the 100,000 scenarios in cloud (for example azure) and run it in Anaplan and output it…
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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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Cloudworks - view the queued processes and/or cancel process queuing
In case of Anaplan issues with Cloudworks servers, processes that were on schedule start to form a queue that is released once Anaplan solve the problem. We ended up a few times in situation where the same 30 min process (normally scheduled every 2h), run 3 times one after another. This is causing problems with other…
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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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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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Comments in Formulas and No (or more) Char limit in Module Notes
Formula section should have method to capture "comments" for future ref. Additionally, Notes section in module/lineitem should have more chars limit than current of 250 chars. Sometimes the need to copy formula in Notes won't meet due to this restriction..
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Track Filter dependencies
Filter dependency should also be considered in module to not miss any referenceability.. this will help technical team immensely!
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Ability to use oAuth2.0 authentication for GCP via CloudWorks
Do we currently have any workaround available to use OAuth2.0 authentication to Google Big Query rather than Service Account key? There are lot of security constraints involved around using service account key. Please share your insights.
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Log Function
Regarding the function marked in red in the attached capture, which allows users to set the Show/Hide permissions for each user via checkboxes, I understand that there is no log function that allows us to check WHO set the permissions, WHEN, and HOW. We would greatly appreciate it if you could add such log function.Thank…
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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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Restore deleted Cloudworks elements
Similar to how you can restore models 14 days after deletion but would be great to be able to restore deleted Cloudworks elements in a similar way that exists for models. Or at the very minimum short-term to update the notification box to say that once deleted it's deleted!
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Line Item Subsets API Endpoint
Create an endpoint for retrieving list of Line Item Subsets in the model. Also, we need an endpoint to see which line items are included into the subset.
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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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Cloudworks Folder Structure
I would like to see a folder structure to organize Cloudworks Integrations and Processes. Currently, we only view integrations in a flat list and it is very hard to find a specific Integration.